Last Update: 31 March 2024
The Stocks/Bonds 60/40 Portfolio obtained a 8.42% compound annual return, with a 9.60% 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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| Stocks/Bonds 60/40 Portfolio | JL Collins Simple Path to Wealth Portfolio | ||
|---|---|---|---|
| Portfolio Risk | High | High | |
| Asset Allocation | Stocks | 60% | 75% |
| Fixed Income | 40% | 25% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +8.42% | +9.27% |
| Std Dev | 9.60% | 11.74% | |
| Max Drawdown | -30.55% | -38.53% | |
| All time Stats (Since Jan 1871) |
Return | +7.69% | +8.31% |
| Std Dev | 10.21% | 12.51% | |
| Max Drawdown | -62.03% | -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 | |
|---|---|---|---|---|---|---|---|
| Stocks/Bonds 60/40 Portfolio | +2.12 | +16.12 | +17.74 | +8.77 | +8.05 | +8.42 | +7.69 |
| 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
Stocks/Bonds 60/40 Portfolio: an investment of 1$, since April 1994,
now would be worth 11.32$, with a total return of 1031.62%
(8.42% 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).
Stocks/Bonds 60/40 Portfolio: an investment of 1$, since January 1871,
now would be worth 85205.06$, with a total return of 8520406.05%
(7.69% 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
|
Stocks/Bonds 60/40 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 | |||||
| -30.55% | Nov 2007 | Feb 2009 (16) | Oct 2010 (36) | 13.38 | |||||
| -30.50% | Sep 2000 | Sep 2002 (25) | Dec 2004 (52) | 16.46 | |||||
| -22.24% | Jan 2022 | Sep 2022 (9) | Jan 2024 (25) | 12.08 | |||||
| -21.56% | Sep 2000 | Sep 2002 (25) | Jan 2004 (41) | 11.96 | |||||
| -20.69% | Jan 2022 | Sep 2022 (9) | Feb 2024 (26) | 11.44 | |||||
| -15.46% | Feb 2020 | Mar 2020 (2) | Jul 2020 (6) | 6.88 | |||||
| -13.02% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 6.50 | |||||
| -12.29% | Feb 2020 | Mar 2020 (2) | Jul 2020 (6) | 5.29 | |||||
| -12.27% | May 2011 | Sep 2011 (5) | Feb 2012 (10) | 5.16 | |||||
| -10.58% | Oct 2018 | Dec 2018 (3) | Apr 2019 (7) | 4.89 | |||||
| -10.18% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 4.93 | |||||
| -9.00% | May 2011 | Sep 2011 (5) | Jan 2012 (9) | 3.76 | |||||
| -8.38% | Sep 2018 | Dec 2018 (4) | Mar 2019 (7) | 3.89 | |||||
| -6.60% | Jun 2015 | Sep 2015 (4) | May 2016 (12) | 3.45 | |||||
| -6.51% | Apr 2000 | May 2000 (2) | Aug 2000 (5) | 3.75 | |||||
| -5.35% | Apr 2000 | May 2000 (2) | Aug 2000 (5) | 2.94 | |||||
| -5.24% | Jun 2015 | Sep 2015 (4) | Apr 2016 (11) | 2.81 | |||||
| -4.80% | Apr 2012 | May 2012 (2) | Aug 2012 (5) | 2.14 | |||||
| -4.79% | Jul 1999 | Sep 1999 (3) | Nov 1999 (5) | 2.59 | |||||
Drawdown comparison chart since January 1871.
Swipe left to see all data
|
Stocks/Bonds 60/40 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 | |||||
| -62.03% | Sep 1929 | May 1932 (33) | Jul 1936 (83) | 33.36 | |||||
| -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 | |||||
| -31.73% | Mar 1937 | Mar 1938 (13) | Jan 1943 (71) | 13.31 | |||||
| -30.55% | Nov 2007 | Feb 2009 (16) | Oct 2010 (36) | 13.38 | |||||
| -30.50% | Sep 2000 | Sep 2002 (25) | Dec 2004 (52) | 16.46 | |||||
| -27.28% | Jan 1973 | Sep 1974 (21) | Jan 1976 (37) | 11.90 | |||||
| -24.84% | Apr 1876 | Jun 1877 (15) | Jan 1879 (34) | 12.08 | |||||
| -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 | |||||
| -21.56% | Sep 2000 | Sep 2002 (25) | Jan 2004 (41) | 11.96 | |||||
| -20.69% | Jan 2022 | Sep 2022 (9) | Feb 2024 (26) | 11.44 | |||||
| -20.33% | Feb 1893 | Aug 1893 (7) | Aug 1895 (31) | 11.19 | |||||
| -20.28% | Oct 1902 | Oct 1903 (13) | Nov 1904 (26) | 12.53 | |||||
| -19.17% | Sep 1987 | Nov 1987 (3) | Jan 1989 (17) | 9.40 | |||||
| -18.96% | Apr 1876 | Jun 1877 (15) | Jul 1878 (28) | 9.71 | |||||
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 |
+5.46%
|
0.00% |
+7.00%
|
0.00% |
| 2023 |
+17.79%
|
-7.47% |
+20.89%
|
-8.11% |
| 2022 |
-16.95%
|
-20.69% |
-17.91%
|
-22.24% |
| 2021 |
+14.66%
|
-3.24% |
+18.79%
|
-3.72% |
| 2020 |
+15.70%
|
-12.29% |
+17.70%
|
-15.46% |
| 2019 |
+21.94%
|
-3.41% |
+25.21%
|
-4.59% |
| 2018 |
-3.17%
|
-8.38% |
-3.94%
|
-10.58% |
| 2017 |
+14.15%
|
0.00% |
+16.80%
|
0.00% |
| 2016 |
+8.71%
|
-2.95% |
+10.25%
|
-3.99% |
| 2015 |
+0.44%
|
-5.24% |
+0.41%
|
-6.60% |
| 2014 |
+9.85%
|
-1.50% |
+10.86%
|
-1.99% |
| 2013 |
+19.23%
|
-2.27% |
+24.56%
|
-2.57% |
| 2012 |
+11.13%
|
-3.54% |
+13.13%
|
-4.80% |
| 2011 |
+3.75%
|
-9.00% |
+2.71%
|
-12.27% |
| 2010 |
+12.93%
|
-7.13% |
+14.62%
|
-9.46% |
| 2009 |
+18.79%
|
-11.70% |
+22.58%
|
-13.96% |
| 2008 |
-19.44%
|
-22.19% |
-26.02%
|
-28.15% |
| 2007 |
+5.99%
|
-3.07% |
+5.76%
|
-3.89% |
| 2006 |
+11.12%
|
-2.03% |
+12.84%
|
-2.48% |
| 2005 |
+4.74%
|
-2.34% |
+5.33%
|
-3.14% |
| 2004 |
+9.37%
|
-2.68% |
+10.65%
|
-2.89% |
| 2003 |
+20.04%
|
-1.99% |
+24.06%
|
-2.85% |
| 2002 |
-8.98%
|
-13.74% |
-13.29%
|
-18.79% |
| 2001 |
-3.21%
|
-11.68% |
-6.12%
|
-16.19% |
| 2000 |
-1.79%
|
-8.27% |
-5.08%
|
-11.10% |
| 1999 |
+13.98%
|
-3.76% |
+17.67%
|
-4.79% |
| 1998 |
+17.39%
|
-10.18% |
+19.59%
|
-13.02% |
| 1997 |
+22.37%
|
-3.12% |
+25.61%
|
-3.67% |
| 1996 |
+14.01%
|
-3.33% |
+16.62%
|
-4.42% |
| 1995 |
+28.74%
|
-0.20% |
+31.38%
|
-0.57% |
| 1994 |
-1.16%
|
-6.47% |
-0.79%
|
-6.83% |
| 1993 |
+10.25%
|
-1.36% |
+10.39%
|
-1.89% |
| 1992 |
+8.32%
|
-1.65% |
+8.62%
|
-1.93% |
| 1991 |
+25.53%
|
-2.86% |
+28.11%
|
-3.49% |
| 1990 |
-0.19%
|
-8.52% |
-2.40%
|
-11.23% |
| 1989 |
+22.33%
|
-1.36% |
+24.50%
|
-1.72% |
| 1988 |
+13.33%
|
-2.24% |
+14.83%
|
-2.69% |
| 1987 |
+2.18%
|
-19.17% |
+2.34%
|
-23.27% |
| 1986 |
+14.79%
|
-5.58% |
+14.71%
|
-6.46% |
| 1985 |
+27.66%
|
-2.15% |
+29.02%
|
-3.12% |
| 1984 |
+7.32%
|
-6.58% |
+5.39%
|
-7.49% |
| 1983 |
+15.69%
|
-2.85% |
+18.30%
|
-2.99% |
| 1982 |
+24.75%
|
-4.29% |
+23.16%
|
-6.05% |
| 1981 |
+1.27%
|
-8.82% |
-0.76%
|
-10.31% |
| 1980 |
+21.05%
|
-9.57% |
+25.59%
|
-10.43% |
| 1979 |
+16.69%
|
-6.65% |
+19.52%
|
-6.87% |
| 1978 |
+5.53%
|
-7.92% |
+6.63%
|
-9.36% |
| 1977 |
-1.60%
|
-4.89% |
-2.26%
|
-6.16% |
| 1976 |
+21.38%
|
-1.34% |
+23.29%
|
-1.55% |
| 1975 |
+25.64%
|
-8.13% |
+30.20%
|
-9.59% |
| 1974 |
-14.41%
|
-20.38% |
-19.44%
|
-25.55% |
| 1973 |
-9.12%
|
-9.87% |
-12.52%
|
-13.38% |
| 1972 |
+11.66%
|
-1.45% |
+13.90%
|
-1.83% |
| 1971 |
+14.37%
|
-5.73% |
+15.59%
|
-6.04% |
| 1970 |
+9.77%
|
-11.52% |
+7.90%
|
-13.78% |
| 1969 |
-7.02%
|
-8.24% |
-8.24%
|
-9.08% |
| 1968 |
+9.19%
|
-3.30% |
+10.76%
|
-3.48% |
| 1967 |
+16.22%
|
-2.87% |
+20.41%
|
-3.58% |
| 1966 |
-3.25%
|
-9.79% |
-5.30%
|
-11.58% |
| 1965 |
+8.81%
|
-2.63% |
+10.83%
|
-3.46% |
| 1964 |
+11.40%
|
-0.78% |
+13.27%
|
-1.00% |
| 1963 |
+13.34%
|
-1.77% |
+16.27%
|
-2.14% |
| 1962 |
-3.49%
|
-12.63% |
-5.79%
|
-16.39% |
| 1961 |
+16.69%
|
-2.07% |
+20.54%
|
-2.28% |
| 1960 |
+5.77%
|
-4.00% |
+3.95%
|
-5.07% |
| 1959 |
+6.99%
|
-3.96% |
+9.16%
|
-4.50% |
| 1958 |
+25.76%
|
-0.76% |
+32.90%
|
-1.07% |
| 1957 |
-2.53%
|
-7.55% |
-5.31%
|
-9.67% |
| 1956 |
+4.48%
|
-5.10% |
+5.99%
|
-5.92% |
| 1955 |
+15.12%
|
-1.72% |
+19.10%
|
-2.31% |
| 1954 |
+31.48%
|
-2.16% |
+38.65%
|
-2.55% |
| 1953 |
+1.85%
|
-4.96% |
+1.41%
|
-5.97% |
| 1952 |
+9.07%
|
-2.48% |
+10.77%
|
-2.90% |
| 1951 |
+12.47%
|
-3.94% |
+15.57%
|
-4.75% |
| 1950 |
+18.15%
|
-3.45% |
+22.71%
|
-4.16% |
| 1949 |
+13.74%
|
-2.42% |
+16.07%
|
-3.13% |
| 1948 |
+2.46%
|
-6.51% |
+2.42%
|
-8.23% |
| 1947 |
+2.12%
|
-3.61% |
+2.77%
|
-4.75% |
| 1946 |
-3.48%
|
-13.30% |
-4.52%
|
-16.21% |
| 1945 |
+24.98%
|
-2.30% |
+29.94%
|
-2.98% |
| 1944 |
+13.65%
|
-0.91% |
+16.49%
|
-1.16% |
| 1943 |
+17.73%
|
-5.22% |
+21.54%
|
-6.35% |
| 1942 |
+10.55%
|
-7.45% |
+12.87%
|
-9.29% |
| 1941 |
-5.16%
|
-8.44% |
-7.01%
|
-10.12% |
| 1940 |
-2.58%
|
-14.56% |
-4.30%
|
-17.69% |
| 1939 |
+2.64%
|
-8.45% |
+2.53%
|
-10.97% |
| 1938 |
+18.78%
|
-15.43% |
+22.38%
|
-19.10% |
| 1937 |
-20.16%
|
-23.31% |
-25.67%
|
-29.12% |
| 1936 |
+22.00%
|
-4.48% |
+26.37%
|
-5.59% |
| 1935 |
+29.34%
|
-5.09% |
+35.70%
|
-6.99% |
| 1934 |
+4.30%
|
-9.46% |
+3.55%
|
-13.03% |
| 1933 |
+35.51%
|
-12.66% |
+43.64%
|
-14.92% |
| 1932 |
-0.28%
|
-25.51% |
-3.42%
|
-32.87% |
| 1931 |
-27.30%
|
-34.34% |
-33.61%
|
-41.46% |
| 1930 |
-13.91%
|
-22.76% |
-19.33%
|
-29.09% |
| 1929 |
-5.08%
|
-21.42% |
-7.41%
|
-26.56% |
| 1928 |
+22.84%
|
-2.72% |
+28.78%
|
-3.26% |
| 1927 |
+22.12%
|
-2.70% |
+26.32%
|
-3.33% |
| 1926 |
+8.76%
|
-5.17% |
+9.77%
|
-6.71% |
| 1925 |
+16.74%
|
-3.95% |
+20.13%
|
-4.94% |
| 1924 |
+19.37%
|
-1.79% |
+22.24%
|
-2.46% |
| 1923 |
+4.71%
|
-7.60% |
+4.96%
|
-9.69% |
| 1922 |
+19.63%
|
-2.80% |
+23.16%
|
-3.41% |
| 1921 |
+11.31%
|
-5.11% |
+10.85%
|
-6.53% |
| 1920 |
-8.32%
|
-9.02% |
-10.45%
|
-11.42% |
| 1919 |
+12.66%
|
-4.87% |
+15.27%
|
-5.90% |
| 1918 |
+12.74%
|
-2.11% |
+14.77%
|
-2.74% |
| 1917 |
-11.87%
|
-11.87% |
-14.41%
|
-14.41% |
| 1916 |
+6.29%
|
-1.98% |
+6.95%
|
-2.62% |
| 1915 |
+21.19%
|
-1.32% |
+24.93%
|
-1.68% |
| 1914 |
-0.68%
|
-11.08% |
-2.47%
|
-14.54% |
| 1913 |
-1.31%
|
-4.21% |
-2.61%
|
-5.89% |
| 1912 |
+4.90%
|
-2.48% |
+5.73%
|
-3.09% |
| 1911 |
+3.72%
|
-5.85% |
+3.63%
|
-7.33% |
| 1910 |
-0.39%
|
-6.05% |
-1.54%
|
-8.01% |
| 1909 |
+10.23%
|
-1.46% |
+12.43%
|
-1.94% |
| 1908 |
+28.22%
|
-1.72% |
+32.43%
|
-2.43% |
| 1907 |
-14.66%
|
-16.56% |
-18.25%
|
-21.02% |
| 1906 |
+0.65%
|
-6.03% |
+0.63%
|
-7.39% |
| 1905 |
+13.00%
|
-3.42% |
+16.09%
|
-4.13% |
| 1904 |
+21.60%
|
-1.44% |
+25.55%
|
-1.74% |
| 1903 |
-9.42%
|
-14.64% |
-12.31%
|
-18.68% |
| 1902 |
+5.32%
|
-4.68% |
+6.41%
|
-5.71% |
| 1901 |
+12.37%
|
-5.10% |
+15.01%
|
-6.29% |
| 1900 |
+14.00%
|
-2.99% |
+16.53%
|
-3.90% |
| 1899 |
+2.03%
|
-5.60% |
+2.63%
|
-6.87% |
| 1898 |
+19.40%
|
-4.72% |
+23.09%
|
-4.45% |
| 1897 |
+14.52%
|
-2.89% |
+16.69%
|
-3.91% |
| 1896 |
+3.55%
|
-8.59% |
+3.42%
|
-9.90% |
| 1895 |
+2.99%
|
-6.94% |
+3.72%
|
-7.88% |
| 1894 |
+4.58%
|
-2.96% |
+4.21%
|
-3.94% |
| 1893 |
-9.41%
|
-16.37% |
-12.95%
|
-20.33% |
| 1892 |
+4.50%
|
-1.55% |
+5.09%
|
-1.78% |
| 1891 |
+13.47%
|
-3.11% |
+15.48%
|
-3.34% |
| 1890 |
-3.23%
|
-7.81% |
-4.34%
|
-10.07% |
| 1889 |
+5.21%
|
-1.48% |
+5.90%
|
-1.85% |
| 1888 |
+4.16%
|
-2.40% |
+3.83%
|
-2.73% |
| 1887 |
+0.17%
|
-6.26% |
-0.16%
|
-7.47% |
| 1886 |
+7.45%
|
-2.95% |
+9.13%
|
-3.53% |
| 1885 |
+20.12%
|
-1.12% |
+23.82%
|
-1.25% |
| 1884 |
-5.85%
|
-9.42% |
-8.30%
|
-11.13% |
| 1883 |
-1.59%
|
-3.70% |
-3.07%
|
-4.86% |
| 1882 |
+3.39%
|
-3.65% |
+3.46%
|
-4.42% |
| 1881 |
+1.51%
|
-6.38% |
+1.01%
|
-7.73% |
| 1880 |
+18.01%
|
-5.21% |
+21.20%
|
-6.57% |
| 1879 |
+30.75%
|
-0.79% |
+37.70%
|
-0.86% |
| 1878 |
+12.34%
|
-0.38% |
+13.81%
|
-0.64% |
| 1877 |
+0.79%
|
-10.85% |
+0.08%
|
-14.14% |
| 1876 |
-5.64%
|
-9.33% |
-8.84%
|
-12.52% |
| 1875 |
+5.80%
|
-2.06% |
+5.63%
|
-2.54% |
| 1874 |
+8.29%
|
-2.74% |
+6.93%
|
-4.14% |
| 1873 |
+0.18%
|
-11.04% |
-0.84%
|
-12.81% |
| 1872 |
+7.40%
|
-2.81% |
+8.79%
|
-2.88% |
| 1871 |
+10.46%
|
-3.08% |
+12.38%
|
-3.58% |
