Last Update: 31 March 2024
The Tyler Golden Butterfly Portfolio obtained a 7.76% compound annual return, with a 7.72% 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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| Tyler Golden Butterfly Portfolio | JL Collins Simple Path to Wealth Portfolio | ||
|---|---|---|---|
| Portfolio Risk | High | High | |
| Asset Allocation | Stocks | 40% | 75% |
| Fixed Income | 40% | 25% | |
| Commodities | 20% | 0% | |
| 30 Years Stats | Return | +7.76% | +9.27% |
| Std Dev | 7.72% | 11.74% | |
| Max Drawdown | -17.79% | -38.53% | |
| All time Stats (Since Jan 1927) |
Return | +8.39% | +9.21% |
| Std Dev | 8.82% | 14.17% | |
| Max Drawdown | -48.31% | -72.36% | |
| Last Update: 31 March 2024 | |||
Historical Returns as of Mar 31, 2024
Comparison period starts from January 1927
Swipe left to see all data
| 1M | 6M | 1Y | 5Y | 10Y | 30Y | MAX | |
|---|---|---|---|---|---|---|---|
| Tyler Golden Butterfly Portfolio | +3.22 | +13.99 | +9.26 | +6.61 | +5.77 | +7.76 | +8.39 |
| JL Collins Simple Path to Wealth Portfolio | +2.42 | +18.66 | +21.87 | +10.81 | +9.64 | +9.27 | +9.21 |
| Return over 1 year are annualized. |
Capital Growth as of Mar 31, 2024
Tyler Golden Butterfly Portfolio: an investment of 1$, since April 1994,
now would be worth 9.42$, with a total return of 841.59%
(7.76% 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).
Tyler Golden Butterfly Portfolio: an investment of 1$, since January 1927,
now would be worth 2525.98$, with a total return of 252497.96%
(8.39% annualized).
JL Collins Simple Path to Wealth Portfolio: an investment of 1$, since January 1927, now would be worth 5241.74$, with a total return of 524073.99% (9.21% annualized).
JL Collins Simple Path to Wealth Portfolio: an investment of 1$, since January 1927, now would be worth 5241.74$, with a total return of 524073.99% (9.21% annualized).
Drawdowns
Drawdown comparison chart since April 1994.
Swipe left to see all data
|
Tyler Golden Butterfly 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 |
| -38.53% | Nov 2007 | Feb 2009 (16) | Dec 2010 (38) | 17.91 | |||||
| -30.50% | Sep 2000 | Sep 2002 (25) | Dec 2004 (52) | 16.46 | |||||
| -22.24% | Jan 2022 | Sep 2022 (9) | Jan 2024 (25) | 12.08 | |||||
| -17.79% | Jan 2022 | Sep 2022 (9) | In progress (27) | 9.39 | |||||
| -15.46% | Feb 2020 | Mar 2020 (2) | Jul 2020 (6) | 6.88 | |||||
| -14.81% | Mar 2008 | Feb 2009 (12) | Sep 2009 (19) | 7.24 | |||||
| -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 | |||||
| -9.44% | May 1998 | Aug 1998 (4) | Dec 1998 (8) | 3.99 | |||||
| -7.16% | Feb 2020 | Mar 2020 (2) | Jun 2020 (5) | 3.10 | |||||
| -6.86% | Jun 2002 | Jul 2002 (2) | May 2003 (12) | 4.25 | |||||
| -6.60% | Jun 2015 | Sep 2015 (4) | May 2016 (12) | 3.45 | |||||
| -6.51% | Apr 2000 | May 2000 (2) | Aug 2000 (5) | 3.75 | |||||
| -6.37% | Sep 2018 | Dec 2018 (4) | Apr 2019 (8) | 3.17 | |||||
| -6.25% | Feb 2015 | Sep 2015 (8) | Mar 2016 (14) | 3.60 | |||||
| -4.99% | Feb 2001 | Mar 2001 (2) | Dec 2001 (11) | 2.05 | |||||
| -4.80% | Apr 2012 | May 2012 (2) | Aug 2012 (5) | 2.14 | |||||
| -4.79% | Jul 1999 | Sep 1999 (3) | Nov 1999 (5) | 2.59 | |||||
| -4.59% | May 2019 | May 2019 (1) | Jun 2019 (2) | 2.65 | |||||
Drawdown comparison chart since January 1927.
Swipe left to see all data
|
Tyler Golden Butterfly 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 | |||||
| -48.31% | Sep 1929 | May 1932 (33) | Jun 1935 (70) | 23.15 | |||||
| -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 | |||||
| -23.45% | Mar 1937 | Mar 1938 (13) | Jan 1943 (71) | 9.73 | |||||
| -23.27% | Sep 1987 | Nov 1987 (3) | Apr 1989 (20) | 11.31 | |||||
| -23.08% | Dec 1968 | Jun 1970 (19) | Feb 1971 (27) | 11.21 | |||||
| -22.24% | Jan 2022 | Sep 2022 (9) | Jan 2024 (25) | 12.08 | |||||
| -17.79% | Jan 2022 | Sep 2022 (9) | In progress (27) | 9.39 | |||||
| -17.05% | May 1969 | Jun 1970 (14) | Feb 1971 (22) | 9.63 | |||||
| -16.39% | Jan 1962 | Jun 1962 (6) | Apr 1963 (16) | 8.41 | |||||
| -16.21% | Jun 1946 | Nov 1946 (6) | Oct 1949 (41) | 10.11 | |||||
| -15.46% | Feb 2020 | Mar 2020 (2) | Jul 2020 (6) | 6.88 | |||||
| -14.87% | Apr 1974 | Sep 1974 (6) | Jan 1975 (10) | 8.03 | |||||
| -14.81% | Mar 2008 | Feb 2009 (12) | Sep 2009 (19) | 7.24 | |||||
| -13.73% | Feb 1980 | Mar 1980 (2) | Jun 1980 (5) | 6.54 | |||||
| -13.02% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 6.50 | |||||
| -12.27% | May 2011 | Sep 2011 (5) | Feb 2012 (10) | 5.16 | |||||
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 |
+2.76%
|
-1.54% |
+7.00%
|
0.00% |
| 2023 |
+11.98%
|
-8.07% |
+20.89%
|
-8.11% |
| 2022 |
-13.35%
|
-17.79% |
-17.91%
|
-22.24% |
| 2021 |
+9.35%
|
-2.45% |
+18.79%
|
-3.72% |
| 2020 |
+13.93%
|
-7.16% |
+17.70%
|
-15.46% |
| 2019 |
+18.03%
|
-1.83% |
+25.21%
|
-4.59% |
| 2018 |
-4.03%
|
-6.37% |
-3.94%
|
-10.58% |
| 2017 |
+10.96%
|
-0.32% |
+16.80%
|
0.00% |
| 2016 |
+10.82%
|
-3.36% |
+10.25%
|
-3.99% |
| 2015 |
-3.71%
|
-6.25% |
+0.41%
|
-6.60% |
| 2014 |
+9.13%
|
-3.27% |
+10.86%
|
-1.99% |
| 2013 |
+6.26%
|
-3.84% |
+24.56%
|
-2.57% |
| 2012 |
+8.84%
|
-2.43% |
+13.13%
|
-4.80% |
| 2011 |
+8.86%
|
-3.00% |
+2.71%
|
-12.27% |
| 2010 |
+16.54%
|
-2.77% |
+14.62%
|
-9.46% |
| 2009 |
+10.77%
|
-10.16% |
+22.58%
|
-13.96% |
| 2008 |
-4.18%
|
-13.53% |
-26.02%
|
-28.15% |
| 2007 |
+9.58%
|
-2.06% |
+5.76%
|
-3.89% |
| 2006 |
+12.44%
|
-2.71% |
+12.84%
|
-2.48% |
| 2005 |
+8.04%
|
-1.76% |
+5.33%
|
-3.14% |
| 2004 |
+9.88%
|
-4.36% |
+10.65%
|
-2.89% |
| 2003 |
+18.85%
|
-2.72% |
+24.06%
|
-2.85% |
| 2002 |
+3.15%
|
-6.86% |
-13.29%
|
-18.79% |
| 2001 |
+2.71%
|
-4.99% |
-6.12%
|
-16.19% |
| 2000 |
+6.88%
|
-3.64% |
-5.08%
|
-11.10% |
| 1999 |
+4.24%
|
-3.38% |
+17.67%
|
-4.79% |
| 1998 |
+8.03%
|
-9.44% |
+19.59%
|
-13.02% |
| 1997 |
+13.09%
|
-2.50% |
+25.61%
|
-3.67% |
| 1996 |
+8.18%
|
-2.60% |
+16.62%
|
-4.42% |
| 1995 |
+21.86%
|
-0.40% |
+31.38%
|
-0.57% |
| 1994 |
-1.98%
|
-4.64% |
-0.79%
|
-6.83% |
| 1993 |
+14.50%
|
-1.37% |
+10.39%
|
-1.89% |
| 1992 |
+9.15%
|
-1.58% |
+8.62%
|
-1.93% |
| 1991 |
+19.14%
|
-1.63% |
+28.11%
|
-3.49% |
| 1990 |
-2.51%
|
-7.94% |
-2.40%
|
-11.23% |
| 1989 |
+14.78%
|
-0.89% |
+24.50%
|
-1.72% |
| 1988 |
+9.18%
|
-1.64% |
+14.83%
|
-2.69% |
| 1987 |
+5.10%
|
-10.93% |
+2.34%
|
-23.27% |
| 1986 |
+17.75%
|
-2.42% |
+14.71%
|
-6.46% |
| 1985 |
+25.09%
|
-1.93% |
+29.02%
|
-3.12% |
| 1984 |
+3.75%
|
-4.68% |
+5.39%
|
-7.49% |
| 1983 |
+11.13%
|
-2.46% |
+18.30%
|
-2.99% |
| 1982 |
+28.31%
|
-5.34% |
+23.16%
|
-6.05% |
| 1981 |
-1.23%
|
-8.50% |
-0.76%
|
-10.31% |
| 1980 |
+15.59%
|
-13.73% |
+25.59%
|
-10.43% |
| 1979 |
+38.92%
|
-6.53% |
+19.52%
|
-6.87% |
| 1978 |
+13.30%
|
-7.41% |
+6.63%
|
-9.36% |
| 1977 |
+7.87%
|
-1.53% |
-2.26%
|
-6.16% |
| 1976 |
+20.55%
|
-2.29% |
+23.29%
|
-1.55% |
| 1975 |
+16.99%
|
-8.68% |
+30.20%
|
-9.59% |
| 1974 |
+5.51%
|
-14.87% |
-19.44%
|
-25.55% |
| 1973 |
+7.22%
|
-5.95% |
-12.52%
|
-13.38% |
| 1972 |
+17.32%
|
-1.70% |
+13.90%
|
-1.83% |
| 1971 |
+14.13%
|
-3.04% |
+15.59%
|
-6.04% |
| 1970 |
+8.32%
|
-8.47% |
+7.90%
|
-13.78% |
| 1969 |
-9.95%
|
-11.26% |
-8.24%
|
-9.08% |
| 1968 |
+14.16%
|
-1.16% |
+10.76%
|
-3.48% |
| 1967 |
+15.73%
|
-1.53% |
+20.41%
|
-3.58% |
| 1966 |
-1.43%
|
-6.81% |
-5.30%
|
-11.58% |
| 1965 |
+9.98%
|
-1.26% |
+10.83%
|
-3.46% |
| 1964 |
+9.63%
|
-0.39% |
+13.27%
|
-1.00% |
| 1963 |
+9.52%
|
-1.19% |
+16.27%
|
-2.14% |
| 1962 |
-2.25%
|
-8.47% |
-5.79%
|
-16.39% |
| 1961 |
+11.32%
|
-1.53% |
+20.54%
|
-2.28% |
| 1960 |
+4.68%
|
-2.33% |
+3.95%
|
-5.07% |
| 1959 |
+5.78%
|
-2.67% |
+9.16%
|
-4.50% |
| 1958 |
+21.04%
|
-0.09% |
+32.90%
|
-1.07% |
| 1957 |
-1.90%
|
-5.44% |
-5.31%
|
-9.67% |
| 1956 |
+2.40%
|
-3.74% |
+5.99%
|
-5.92% |
| 1955 |
+9.05%
|
-1.20% |
+19.10%
|
-2.31% |
| 1954 |
+24.09%
|
-1.32% |
+38.65%
|
-2.55% |
| 1953 |
-1.25%
|
-5.95% |
+1.41%
|
-5.97% |
| 1952 |
+5.01%
|
-1.97% |
+10.77%
|
-2.90% |
| 1951 |
+5.62%
|
-3.17% |
+15.57%
|
-4.75% |
| 1950 |
+15.80%
|
-2.07% |
+22.71%
|
-4.16% |
| 1949 |
+8.87%
|
-1.60% |
+16.07%
|
-3.13% |
| 1948 |
+0.60%
|
-4.83% |
+2.42%
|
-8.23% |
| 1947 |
+3.73%
|
-2.27% |
+2.77%
|
-4.75% |
| 1946 |
-2.14%
|
-9.34% |
-4.52%
|
-16.21% |
| 1945 |
+23.40%
|
-1.03% |
+29.94%
|
-2.98% |
| 1944 |
+13.20%
|
-0.29% |
+16.49%
|
-1.16% |
| 1943 |
+18.24%
|
-2.65% |
+21.54%
|
-6.35% |
| 1942 |
+8.95%
|
-4.55% |
+12.87%
|
-9.29% |
| 1941 |
-1.87%
|
-5.56% |
-7.01%
|
-10.12% |
| 1940 |
-0.80%
|
-9.89% |
-4.30%
|
-17.69% |
| 1939 |
-0.30%
|
-6.03% |
+2.53%
|
-10.97% |
| 1938 |
+14.14%
|
-10.34% |
+22.38%
|
-19.10% |
| 1937 |
-15.74%
|
-17.75% |
-25.67%
|
-29.12% |
| 1936 |
+19.77%
|
-2.63% |
+26.37%
|
-5.59% |
| 1935 |
+19.44%
|
-3.22% |
+35.70%
|
-6.99% |
| 1934 |
+5.81%
|
-5.68% |
+3.55%
|
-13.03% |
| 1933 |
+45.52%
|
-6.98% |
+43.64%
|
-14.92% |
| 1932 |
+2.29%
|
-16.27% |
-3.42%
|
-32.87% |
| 1931 |
-20.79%
|
-25.80% |
-33.61%
|
-41.46% |
| 1930 |
-10.68%
|
-16.78% |
-19.33%
|
-29.09% |
| 1929 |
-3.62%
|
-14.87% |
-7.41%
|
-26.56% |
| 1928 |
+13.65%
|
-2.02% |
+28.78%
|
-3.26% |
| 1927 |
+16.03%
|
-1.81% |
+26.32%
|
-3.33% |
