Last Update: 31 March 2024
The Gold Portfolio obtained a 5.69% compound annual return, with a 15.51% standard deviation, in the last 30 Years.
The JL Collins Simple Path to Wealth Portfolio obtained a 9.27% compound annual return, with a 11.74% standard deviation, in the last 30 Years.
Summary
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| Gold Portfolio | JL Collins Simple Path to Wealth Portfolio | ||
|---|---|---|---|
| Portfolio Risk | Very High | High | |
| Asset Allocation | Stocks | 0% | 75% |
| Fixed Income | 0% | 25% | |
| Commodities | 100% | 0% | |
| 30 Years Stats | Return | +5.69% | +9.27% |
| Std Dev | 15.51% | 11.74% | |
| Max Drawdown | -42.91% | -38.53% | |
| All time Stats (Since Jan 1871) |
Return | +2.98% | +8.31% |
| Std Dev | 12.67% | 12.51% | |
| Max Drawdown | -61.78% | -72.36% | |
| Last Update: 31 March 2024 | |||
Historical Returns as of Mar 31, 2024
Comparison period starts from January 1871
Swipe left to see all data
| 1M | 6M | 1Y | 5Y | 10Y | 30Y | MAX | |
|---|---|---|---|---|---|---|---|
| Gold Portfolio | +8.67 | +19.99 | +12.28 | +11.01 | +5.23 | +5.69 | +2.98 |
| JL Collins Simple Path to Wealth Portfolio | +2.42 | +18.66 | +21.87 | +10.81 | +9.64 | +9.27 | +8.31 |
| Return over 1 year are annualized. |
Capital Growth as of Mar 31, 2024
Gold Portfolio: an investment of 1$, since April 1994,
now would be worth 5.26$, with a total return of 425.67%
(5.69% annualized).
JL Collins Simple Path to Wealth Portfolio: an investment of 1$, since April 1994, now would be worth 14.29$, with a total return of 1328.64% (9.27% annualized).
JL Collins Simple Path to Wealth Portfolio: an investment of 1$, since April 1994, now would be worth 14.29$, with a total return of 1328.64% (9.27% annualized).
Gold Portfolio: an investment of 1$, since January 1871,
now would be worth 89.55$, with a total return of 8855.13%
(2.98% annualized).
JL Collins Simple Path to Wealth Portfolio: an investment of 1$, since January 1871, now would be worth 204313.38$, with a total return of 20431237.69% (8.31% annualized).
JL Collins Simple Path to Wealth Portfolio: an investment of 1$, since January 1871, now would be worth 204313.38$, with a total return of 20431237.69% (8.31% annualized).
Drawdowns
Drawdown comparison chart since April 1994.
Swipe left to see all data
|
Gold Portfolio
|
JL Collins Simple Path to Wealth Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -42.91% | Sep 2011 | Dec 2015 (52) | Jul 2020 (107) | 28.29 | |||||
| -38.53% | Nov 2007 | Feb 2009 (16) | Dec 2010 (38) | 17.91 | |||||
| -37.17% | Feb 1996 | Aug 1999 (43) | Dec 2003 (95) | 24.75 | |||||
| -30.50% | Sep 2000 | Sep 2002 (25) | Dec 2004 (52) | 16.46 | |||||
| -25.83% | Mar 2008 | Oct 2008 (8) | May 2009 (15) | 10.74 | |||||
| -22.24% | Jan 2022 | Sep 2022 (9) | Jan 2024 (25) | 12.08 | |||||
| -18.08% | Aug 2020 | Oct 2022 (27) | Nov 2023 (40) | 8.45 | |||||
| -15.46% | Feb 2020 | Mar 2020 (2) | Jul 2020 (6) | 6.88 | |||||
| -13.02% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 6.50 | |||||
| -12.27% | May 2011 | Sep 2011 (5) | Feb 2012 (10) | 5.16 | |||||
| -10.58% | Oct 2018 | Dec 2018 (3) | Apr 2019 (7) | 4.89 | |||||
| -8.64% | Dec 2004 | May 2005 (6) | Sep 2005 (10) | 5.30 | |||||
| -8.63% | May 2006 | Sep 2006 (5) | Feb 2007 (10) | 4.31 | |||||
| -8.37% | Dec 2009 | Jan 2010 (2) | May 2010 (6) | 5.13 | |||||
| -8.31% | Apr 2004 | Apr 2004 (1) | Oct 2004 (7) | 5.49 | |||||
| -6.60% | Jun 2015 | Sep 2015 (4) | May 2016 (12) | 3.45 | |||||
| -6.51% | Apr 2000 | May 2000 (2) | Aug 2000 (5) | 3.75 | |||||
| -6.38% | Jan 2011 | Jan 2011 (1) | Mar 2011 (3) | 3.21 | |||||
| -5.22% | Jun 2009 | Jun 2009 (1) | Sep 2009 (4) | 2.98 | |||||
| -5.09% | Jul 2010 | Jul 2010 (1) | Aug 2010 (2) | 2.94 | |||||
Drawdown comparison chart since January 1871.
Swipe left to see all data
|
Gold Portfolio
|
JL Collins Simple Path to Wealth Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -72.36% | Sep 1929 | May 1932 (33) | Jan 1937 (89) | 41.50 | |||||
| -61.78% | Oct 1980 | Aug 1999 (227) | Apr 2007 (319) | 44.50 | |||||
| -44.24% | Jan 1975 | Aug 1976 (20) | Jul 1978 (43) | 22.42 | |||||
| -42.91% | Sep 2011 | Dec 2015 (52) | Jul 2020 (107) | 28.29 | |||||
| -39.03% | Mar 1937 | Mar 1938 (13) | Mar 1943 (73) | 18.47 | |||||
| -38.53% | Nov 2007 | Feb 2009 (16) | Dec 2010 (38) | 17.91 | |||||
| -34.54% | Jan 1973 | Sep 1974 (21) | Jan 1976 (37) | 16.02 | |||||
| -30.50% | Sep 2000 | Sep 2002 (25) | Dec 2004 (52) | 16.46 | |||||
| -25.83% | Mar 2008 | Oct 2008 (8) | May 2009 (15) | 10.74 | |||||
| -24.84% | Apr 1876 | Jun 1877 (15) | Jan 1879 (34) | 12.08 | |||||
| -24.27% | Feb 1980 | Mar 1980 (2) | Jun 1980 (5) | 14.98 | |||||
| -23.27% | Sep 1987 | Nov 1987 (3) | Apr 1989 (20) | 11.31 | |||||
| -23.08% | Dec 1968 | Jun 1970 (19) | Feb 1971 (27) | 11.21 | |||||
| -22.56% | Oct 1906 | Nov 1907 (14) | Nov 1908 (26) | 11.47 | |||||
| -22.24% | Jan 2022 | Sep 2022 (9) | Jan 2024 (25) | 12.08 | |||||
| -20.49% | Jul 1973 | Oct 1973 (4) | Jan 1974 (7) | 13.59 | |||||
| -20.33% | Feb 1893 | Aug 1893 (7) | Aug 1895 (31) | 11.19 | |||||
| -20.28% | Oct 1902 | Oct 1903 (13) | Nov 1904 (26) | 12.53 | |||||
| -20.28% | Nov 1978 | Nov 1978 (1) | Feb 1979 (4) | 9.71 | |||||
| -19.77% | May 1969 | Jan 1970 (9) | Dec 1971 (32) | 12.66 | |||||
Yearly Returns
For each year, the following table provides the return and intra-year drawdown.
The highlighted returns represent the highest values for that specific year.
The highlighted returns represent the highest values for that specific year.
Swipe left to see all data
| Year | Return | Drawdown | Return | Drawdown |
|---|---|---|---|---|
| 2024 |
+7.61%
|
-1.42% |
+7.00%
|
0.00% |
| 2023 |
+12.69%
|
-7.22% |
+20.89%
|
-8.11% |
| 2022 |
-0.77%
|
-15.91% |
-17.91%
|
-22.24% |
| 2021 |
-4.15%
|
-10.32% |
+18.79%
|
-3.72% |
| 2020 |
+24.81%
|
-10.12% |
+17.70%
|
-15.46% |
| 2019 |
+17.86%
|
-4.10% |
+25.21%
|
-4.59% |
| 2018 |
-1.94%
|
-11.66% |
-3.94%
|
-10.58% |
| 2017 |
+12.81%
|
-4.09% |
+16.80%
|
0.00% |
| 2016 |
+8.03%
|
-15.02% |
+10.25%
|
-3.99% |
| 2015 |
-10.67%
|
-17.81% |
+0.41%
|
-6.60% |
| 2014 |
-2.19%
|
-12.44% |
+10.86%
|
-1.99% |
| 2013 |
-28.33%
|
-28.33% |
+24.56%
|
-2.57% |
| 2012 |
+6.60%
|
-10.45% |
+13.13%
|
-4.80% |
| 2011 |
+9.57%
|
-14.48% |
+2.71%
|
-12.27% |
| 2010 |
+29.27%
|
-5.09% |
+14.62%
|
-9.46% |
| 2009 |
+24.03%
|
-7.20% |
+22.58%
|
-13.96% |
| 2008 |
+4.92%
|
-25.83% |
-26.02%
|
-28.15% |
| 2007 |
+30.45%
|
-4.20% |
+5.76%
|
-3.89% |
| 2006 |
+22.55%
|
-8.63% |
+12.84%
|
-2.48% |
| 2005 |
+17.76%
|
-4.91% |
+5.33%
|
-3.14% |
| 2004 |
+4.65%
|
-8.31% |
+10.65%
|
-2.89% |
| 2003 |
+19.89%
|
-8.88% |
+24.06%
|
-2.85% |
| 2002 |
+25.57%
|
-6.72% |
-13.29%
|
-18.79% |
| 2001 |
+0.75%
|
-6.10% |
-6.12%
|
-16.19% |
| 2000 |
-5.44%
|
-9.93% |
-5.08%
|
-11.10% |
| 1999 |
+0.85%
|
-11.47% |
+17.67%
|
-4.79% |
| 1998 |
-0.83%
|
-12.01% |
+19.59%
|
-13.02% |
| 1997 |
-21.41%
|
-21.41% |
+25.61%
|
-3.67% |
| 1996 |
-4.59%
|
-8.95% |
+16.62%
|
-4.42% |
| 1995 |
+0.98%
|
-2.46% |
+31.38%
|
-0.57% |
| 1994 |
-2.17%
|
-3.91% |
-0.79%
|
-6.83% |
| 1993 |
+17.68%
|
-11.51% |
+10.39%
|
-1.89% |
| 1992 |
-5.73%
|
-6.97% |
+8.62%
|
-1.93% |
| 1991 |
-8.56%
|
-10.05% |
+28.11%
|
-3.49% |
| 1990 |
-3.11%
|
-15.14% |
-2.40%
|
-11.23% |
| 1989 |
-2.84%
|
-12.30% |
+24.50%
|
-1.72% |
| 1988 |
-15.26%
|
-18.05% |
+14.83%
|
-2.69% |
| 1987 |
+24.53%
|
-1.97% |
+2.34%
|
-23.27% |
| 1986 |
+18.96%
|
-8.14% |
+14.71%
|
-6.46% |
| 1985 |
+6.00%
|
-6.67% |
+29.02%
|
-3.12% |
| 1984 |
-19.38%
|
-21.80% |
+5.39%
|
-7.49% |
| 1983 |
-16.31%
|
-23.52% |
+18.30%
|
-2.99% |
| 1982 |
+14.94%
|
-20.13% |
+23.16%
|
-6.05% |
| 1981 |
-32.60%
|
-32.60% |
-0.76%
|
-10.31% |
| 1980 |
+15.19%
|
-24.27% |
+25.59%
|
-10.43% |
| 1979 |
+126.55%
|
-4.46% |
+19.52%
|
-6.87% |
| 1978 |
+37.01%
|
-20.28% |
+6.63%
|
-9.36% |
| 1977 |
+22.64%
|
-4.00% |
-2.26%
|
-6.16% |
| 1976 |
-4.10%
|
-25.85% |
+23.29%
|
-1.55% |
| 1975 |
-24.80%
|
-25.92% |
+30.20%
|
-9.59% |
| 1974 |
+66.15%
|
-16.62% |
-19.44%
|
-25.55% |
| 1973 |
+72.96%
|
-20.49% |
-12.52%
|
-13.38% |
| 1972 |
+49.02%
|
-6.88% |
+13.90%
|
-1.83% |
| 1971 |
+16.70%
|
-3.48% |
+15.59%
|
-6.04% |
| 1970 |
+6.16%
|
-1.56% |
+7.90%
|
-13.78% |
| 1969 |
-16.07%
|
-19.25% |
-8.24%
|
-9.08% |
| 1968 |
+18.16%
|
-7.38% |
+10.76%
|
-3.48% |
| 1967 |
+0.28%
|
0.00% |
+20.41%
|
-3.58% |
| 1966 |
-0.28%
|
-0.28% |
-5.30%
|
-11.58% |
| 1965 |
+0.42%
|
0.00% |
+10.83%
|
-3.46% |
| 1964 |
+0.28%
|
0.00% |
+13.27%
|
-1.00% |
| 1963 |
-0.28%
|
-0.28% |
+16.27%
|
-2.14% |
| 1962 |
-0.42%
|
-0.42% |
-5.79%
|
-16.39% |
| 1961 |
-2.74%
|
-2.74% |
+20.54%
|
-2.28% |
| 1960 |
+3.55%
|
0.00% |
+3.95%
|
-5.07% |
| 1959 |
+0.00%
|
0.00% |
+9.16%
|
-4.50% |
| 1958 |
+0.00%
|
0.00% |
+32.90%
|
-1.07% |
| 1957 |
+0.14%
|
0.00% |
-5.31%
|
-9.67% |
| 1956 |
+0.14%
|
0.00% |
+5.99%
|
-5.92% |
| 1955 |
-0.28%
|
-0.28% |
+19.10%
|
-2.31% |
| 1954 |
-0.70%
|
-0.70% |
+38.65%
|
-2.55% |
| 1953 |
-8.27%
|
-8.27% |
+1.41%
|
-5.97% |
| 1952 |
-3.25%
|
-3.25% |
+10.77%
|
-2.90% |
| 1951 |
-0.62%
|
-0.62% |
+15.57%
|
-4.75% |
| 1950 |
-0.62%
|
-0.62% |
+22.71%
|
-4.16% |
| 1949 |
-3.57%
|
-3.57% |
+16.07%
|
-3.13% |
| 1948 |
-2.33%
|
-2.33% |
+2.42%
|
-8.23% |
| 1947 |
+12.42%
|
0.00% |
+2.77%
|
-4.75% |
| 1946 |
+2.68%
|
0.00% |
-4.52%
|
-16.21% |
| 1945 |
+2.76%
|
0.00% |
+29.94%
|
-2.98% |
| 1944 |
-0.68%
|
-0.68% |
+16.49%
|
-1.16% |
| 1943 |
+2.82%
|
0.00% |
+21.54%
|
-6.35% |
| 1942 |
+0.00%
|
0.00% |
+12.87%
|
-9.29% |
| 1941 |
+2.90%
|
0.00% |
-7.01%
|
-10.12% |
| 1940 |
-1.43%
|
-1.43% |
-4.30%
|
-17.69% |
| 1939 |
+0.00%
|
0.00% |
+2.53%
|
-10.97% |
| 1938 |
+0.00%
|
0.00% |
+22.38%
|
-19.10% |
| 1937 |
+0.00%
|
0.00% |
-25.67%
|
-29.12% |
| 1936 |
+0.00%
|
0.00% |
+26.37%
|
-5.59% |
| 1935 |
+0.00%
|
0.00% |
+35.70%
|
-6.99% |
| 1934 |
+8.29%
|
0.00% |
+3.55%
|
-13.03% |
| 1933 |
+56.36%
|
0.00% |
+43.64%
|
-14.92% |
| 1932 |
+0.00%
|
0.00% |
-3.42%
|
-32.87% |
| 1931 |
+0.00%
|
0.00% |
-33.61%
|
-41.46% |
| 1930 |
+0.00%
|
0.00% |
-19.33%
|
-29.09% |
| 1929 |
+0.00%
|
0.00% |
-7.41%
|
-26.56% |
| 1928 |
+0.00%
|
0.00% |
+28.78%
|
-3.26% |
| 1927 |
+0.00%
|
0.00% |
+26.32%
|
-3.33% |
| 1926 |
+0.00%
|
0.00% |
+9.77%
|
-6.71% |
| 1925 |
+0.00%
|
0.00% |
+20.13%
|
-4.94% |
| 1924 |
+0.00%
|
0.00% |
+22.24%
|
-2.46% |
| 1923 |
+0.00%
|
0.00% |
+4.96%
|
-9.69% |
| 1922 |
+0.00%
|
0.00% |
+23.16%
|
-3.41% |
| 1921 |
+0.00%
|
0.00% |
+10.85%
|
-6.53% |
| 1920 |
+0.00%
|
0.00% |
-10.45%
|
-11.42% |
| 1919 |
+0.00%
|
0.00% |
+15.27%
|
-5.90% |
| 1918 |
+0.00%
|
0.00% |
+14.77%
|
-2.74% |
| 1917 |
+0.00%
|
0.00% |
-14.41%
|
-14.41% |
| 1916 |
+0.00%
|
0.00% |
+6.95%
|
-2.62% |
| 1915 |
+0.00%
|
0.00% |
+24.93%
|
-1.68% |
| 1914 |
+0.00%
|
0.00% |
-2.47%
|
-14.54% |
| 1913 |
+0.00%
|
0.00% |
-2.61%
|
-5.89% |
| 1912 |
+0.00%
|
0.00% |
+5.73%
|
-3.09% |
| 1911 |
+0.00%
|
0.00% |
+3.63%
|
-7.33% |
| 1910 |
+0.00%
|
0.00% |
-1.54%
|
-8.01% |
| 1909 |
+0.00%
|
0.00% |
+12.43%
|
-1.94% |
| 1908 |
+0.00%
|
0.00% |
+32.43%
|
-2.43% |
| 1907 |
+0.00%
|
0.00% |
-18.25%
|
-21.02% |
| 1906 |
+0.00%
|
0.00% |
+0.63%
|
-7.39% |
| 1905 |
+0.00%
|
0.00% |
+16.09%
|
-4.13% |
| 1904 |
+0.00%
|
0.00% |
+25.55%
|
-1.74% |
| 1903 |
+0.00%
|
0.00% |
-12.31%
|
-18.68% |
| 1902 |
+0.00%
|
0.00% |
+6.41%
|
-5.71% |
| 1901 |
+0.00%
|
0.00% |
+15.01%
|
-6.29% |
| 1900 |
+0.00%
|
0.00% |
+16.53%
|
-3.90% |
| 1899 |
+0.00%
|
0.00% |
+2.63%
|
-6.87% |
| 1898 |
+0.00%
|
0.00% |
+23.09%
|
-4.45% |
| 1897 |
+0.00%
|
0.00% |
+16.69%
|
-3.91% |
| 1896 |
+0.00%
|
0.00% |
+3.42%
|
-9.90% |
| 1895 |
+0.00%
|
0.00% |
+3.72%
|
-7.88% |
| 1894 |
+0.00%
|
0.00% |
+4.21%
|
-3.94% |
| 1893 |
+0.00%
|
0.00% |
-12.95%
|
-20.33% |
| 1892 |
+0.00%
|
0.00% |
+5.09%
|
-1.78% |
| 1891 |
+0.00%
|
0.00% |
+15.48%
|
-3.34% |
| 1890 |
+0.00%
|
0.00% |
-4.34%
|
-10.07% |
| 1889 |
+0.00%
|
0.00% |
+5.90%
|
-1.85% |
| 1888 |
+0.00%
|
0.00% |
+3.83%
|
-2.73% |
| 1887 |
+0.00%
|
0.00% |
-0.16%
|
-7.47% |
| 1886 |
+0.00%
|
0.00% |
+9.13%
|
-3.53% |
| 1885 |
+0.00%
|
0.00% |
+23.82%
|
-1.25% |
| 1884 |
+0.00%
|
0.00% |
-8.30%
|
-11.13% |
| 1883 |
+0.00%
|
0.00% |
-3.07%
|
-4.86% |
| 1882 |
+0.00%
|
0.00% |
+3.46%
|
-4.42% |
| 1881 |
+0.00%
|
0.00% |
+1.01%
|
-7.73% |
| 1880 |
+0.00%
|
0.00% |
+21.20%
|
-6.57% |
| 1879 |
-0.10%
|
-0.10% |
+37.70%
|
-0.86% |
| 1878 |
-2.64%
|
-2.64% |
+13.81%
|
-0.64% |
| 1877 |
-4.71%
|
-4.71% |
+0.08%
|
-14.14% |
| 1876 |
-5.27%
|
-5.27% |
-8.84%
|
-12.52% |
| 1875 |
+1.95%
|
0.00% |
+5.63%
|
-2.54% |
| 1874 |
+1.54%
|
0.00% |
+6.93%
|
-4.14% |
| 1873 |
-1.94%
|
-1.94% |
-0.84%
|
-12.81% |
| 1872 |
+2.66%
|
0.00% |
+8.79%
|
-2.88% |
| 1871 |
-1.27%
|
-1.27% |
+12.38%
|
-3.58% |
