Last Update: 31 March 2024
The Tim Maurer Simple Money Portfolio obtained a 7.25% compound annual return, with a 9.09% 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
Swipe left to see all data
| Tim Maurer Simple Money 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 | +7.25% | +9.27% |
| Std Dev | 9.09% | 11.74% | |
| Max Drawdown | -32.39% | -38.53% | |
| All time Stats (Since Jan 1975) |
Return | +10.30% | +11.01% |
| Std Dev | 9.78% | 12.03% | |
| Max Drawdown | -32.39% | -38.53% | |
| Last Update: 31 March 2024 | |||
Historical Returns as of Mar 31, 2024
Comparison period starts from January 1975
Swipe left to see all data
| 1M | 6M | 1Y | 5Y | 10Y | 30Y | MAX | |
|---|---|---|---|---|---|---|---|
| Tim Maurer Simple Money Portfolio | +2.42 | +11.28 | +10.23 | +5.27 | +4.87 | +7.25 | +10.30 |
| JL Collins Simple Path to Wealth Portfolio | +2.42 | +18.66 | +21.87 | +10.81 | +9.64 | +9.27 | +11.01 |
| Return over 1 year are annualized. |
Capital Growth as of Mar 31, 2024
Tim Maurer Simple Money Portfolio: an investment of 1$, since April 1994,
now would be worth 8.17$, with a total return of 716.50%
(7.25% 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).
Tim Maurer Simple Money Portfolio: an investment of 1$, since January 1975,
now would be worth 124.93$, with a total return of 12392.79%
(10.30% annualized).
JL Collins Simple Path to Wealth Portfolio: an investment of 1$, since January 1975, now would be worth 171.33$, with a total return of 17033.15% (11.01% annualized).
JL Collins Simple Path to Wealth Portfolio: an investment of 1$, since January 1975, now would be worth 171.33$, with a total return of 17033.15% (11.01% annualized).
Drawdowns
Drawdown comparison chart since April 1994.
Swipe left to see all data
|
Tim Maurer Simple Money 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 | |||||
| -32.39% | Nov 2007 | Feb 2009 (16) | Oct 2010 (36) | 14.00 | |||||
| -30.50% | Sep 2000 | Sep 2002 (25) | Dec 2004 (52) | 16.46 | |||||
| -22.24% | Jan 2022 | Sep 2022 (9) | Jan 2024 (25) | 12.08 | |||||
| -18.44% | Sep 2021 | Sep 2022 (13) | Mar 2024 (31) | 8.08 | |||||
| -15.46% | Feb 2020 | Mar 2020 (2) | Jul 2020 (6) | 6.88 | |||||
| -14.55% | Jan 2020 | Mar 2020 (3) | Nov 2020 (11) | 6.58 | |||||
| -13.02% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 6.50 | |||||
| -12.27% | May 2011 | Sep 2011 (5) | Feb 2012 (10) | 5.16 | |||||
| -11.27% | May 2011 | Sep 2011 (5) | Mar 2012 (11) | 5.07 | |||||
| -10.58% | Oct 2018 | Dec 2018 (3) | Apr 2019 (7) | 4.89 | |||||
| -9.50% | May 1998 | Aug 1998 (4) | Dec 1998 (8) | 4.41 | |||||
| -8.98% | Jun 2002 | Sep 2002 (4) | May 2003 (12) | 6.17 | |||||
| -8.67% | Sep 2018 | Dec 2018 (4) | Jun 2019 (10) | 3.88 | |||||
| -6.83% | Feb 2001 | Sep 2001 (8) | Mar 2002 (14) | 2.98 | |||||
| -6.66% | Jun 2015 | Feb 2016 (9) | Jul 2016 (14) | 3.39 | |||||
| -6.60% | Jun 2015 | Sep 2015 (4) | May 2016 (12) | 3.45 | |||||
| -6.51% | Apr 2000 | May 2000 (2) | Aug 2000 (5) | 3.75 | |||||
| -5.80% | Apr 2012 | May 2012 (2) | Sep 2012 (6) | 2.67 | |||||
| -4.80% | Apr 2012 | May 2012 (2) | Aug 2012 (5) | 2.14 | |||||
Drawdown comparison chart since January 1975.
Swipe left to see all data
|
Tim Maurer Simple Money 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 | |||||
| -32.39% | Nov 2007 | Feb 2009 (16) | Oct 2010 (36) | 14.00 | |||||
| -30.50% | Sep 2000 | Sep 2002 (25) | Dec 2004 (52) | 16.46 | |||||
| -23.27% | Sep 1987 | Nov 1987 (3) | Apr 1989 (20) | 11.31 | |||||
| -22.24% | Jan 2022 | Sep 2022 (9) | Jan 2024 (25) | 12.08 | |||||
| -18.44% | Sep 2021 | Sep 2022 (13) | Mar 2024 (31) | 8.08 | |||||
| -17.06% | Sep 1987 | Nov 1987 (3) | Sep 1988 (13) | 8.03 | |||||
| -15.46% | Feb 2020 | Mar 2020 (2) | Jul 2020 (6) | 6.88 | |||||
| -14.55% | Jan 2020 | Mar 2020 (3) | Nov 2020 (11) | 6.58 | |||||
| -13.02% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 6.50 | |||||
| -12.27% | May 2011 | Sep 2011 (5) | Feb 2012 (10) | 5.16 | |||||
| -11.99% | Jan 1990 | Oct 1990 (10) | Feb 1991 (14) | 6.16 | |||||
| -11.27% | May 2011 | Sep 2011 (5) | Mar 2012 (11) | 5.07 | |||||
| -11.23% | Jun 1990 | Oct 1990 (5) | Feb 1991 (9) | 6.01 | |||||
| -10.83% | Dec 1980 | Sep 1981 (10) | Aug 1982 (21) | 5.41 | |||||
| -10.58% | Oct 2018 | Dec 2018 (3) | Apr 2019 (7) | 4.89 | |||||
| -10.43% | Feb 1980 | Mar 1980 (2) | May 1980 (4) | 5.15 | |||||
| -10.06% | Feb 1980 | Mar 1980 (2) | May 1980 (4) | 5.01 | |||||
| -9.59% | Jul 1975 | Sep 1975 (3) | Jan 1976 (7) | 5.01 | |||||
| -9.50% | May 1998 | Aug 1998 (4) | Dec 1998 (8) | 4.41 | |||||
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 |
+2.40%
|
-0.93% |
+7.00%
|
0.00% |
| 2023 |
+11.54%
|
-7.51% |
+20.89%
|
-8.11% |
| 2022 |
-11.48%
|
-18.42% |
-17.91%
|
-22.24% |
| 2021 |
+10.46%
|
-2.79% |
+18.79%
|
-3.72% |
| 2020 |
+6.87%
|
-14.55% |
+17.70%
|
-15.46% |
| 2019 |
+16.14%
|
-3.66% |
+25.21%
|
-4.59% |
| 2018 |
-6.64%
|
-8.67% |
-3.94%
|
-10.58% |
| 2017 |
+13.36%
|
-0.06% |
+16.80%
|
0.00% |
| 2016 |
+8.15%
|
-3.04% |
+10.25%
|
-3.99% |
| 2015 |
+0.47%
|
-5.71% |
+0.41%
|
-6.60% |
| 2014 |
+2.33%
|
-3.17% |
+10.86%
|
-1.99% |
| 2013 |
+17.81%
|
-2.16% |
+24.56%
|
-2.57% |
| 2012 |
+11.70%
|
-5.80% |
+13.13%
|
-4.80% |
| 2011 |
-0.69%
|
-11.27% |
+2.71%
|
-12.27% |
| 2010 |
+12.55%
|
-7.06% |
+14.62%
|
-9.46% |
| 2009 |
+17.16%
|
-14.10% |
+22.58%
|
-13.96% |
| 2008 |
-18.42%
|
-21.26% |
-26.02%
|
-28.15% |
| 2007 |
+5.07%
|
-3.51% |
+5.76%
|
-3.89% |
| 2006 |
+15.49%
|
-2.64% |
+12.84%
|
-2.48% |
| 2005 |
+8.71%
|
-2.47% |
+5.33%
|
-3.14% |
| 2004 |
+16.23%
|
-3.15% |
+10.65%
|
-2.89% |
| 2003 |
+28.83%
|
-2.44% |
+24.06%
|
-2.85% |
| 2002 |
-0.10%
|
-8.98% |
-13.29%
|
-18.79% |
| 2001 |
-0.39%
|
-6.83% |
-6.12%
|
-16.19% |
| 2000 |
+6.34%
|
-2.93% |
-5.08%
|
-11.10% |
| 1999 |
+8.40%
|
-3.42% |
+17.67%
|
-4.79% |
| 1998 |
+10.11%
|
-9.50% |
+19.59%
|
-13.02% |
| 1997 |
+8.93%
|
-2.66% |
+25.61%
|
-3.67% |
| 1996 |
+8.40%
|
-2.89% |
+16.62%
|
-4.42% |
| 1995 |
+20.10%
|
-0.83% |
+31.38%
|
-0.57% |
| 1994 |
-1.91%
|
-6.44% |
-0.79%
|
-6.83% |
| 1993 |
+18.40%
|
-1.79% |
+10.39%
|
-1.89% |
| 1992 |
+9.26%
|
-1.70% |
+8.62%
|
-1.93% |
| 1991 |
+19.48%
|
-3.59% |
+28.11%
|
-3.49% |
| 1990 |
-6.46%
|
-11.99% |
-2.40%
|
-11.23% |
| 1989 |
+18.70%
|
-1.68% |
+24.50%
|
-1.72% |
| 1988 |
+17.54%
|
-1.71% |
+14.83%
|
-2.69% |
| 1987 |
+9.10%
|
-17.06% |
+2.34%
|
-23.27% |
| 1986 |
+29.42%
|
-4.06% |
+14.71%
|
-6.46% |
| 1985 |
+35.92%
|
-1.27% |
+29.02%
|
-3.12% |
| 1984 |
+8.33%
|
-6.36% |
+5.39%
|
-7.49% |
| 1983 |
+19.04%
|
-2.19% |
+18.30%
|
-2.99% |
| 1982 |
+20.34%
|
-5.31% |
+23.16%
|
-6.05% |
| 1981 |
+5.26%
|
-7.35% |
-0.76%
|
-10.31% |
| 1980 |
+16.99%
|
-10.06% |
+25.59%
|
-10.43% |
| 1979 |
+12.42%
|
-7.65% |
+19.52%
|
-6.87% |
| 1978 |
+14.64%
|
-7.08% |
+6.63%
|
-9.36% |
| 1977 |
+8.65%
|
-2.11% |
-2.26%
|
-6.16% |
| 1976 |
+18.42%
|
-2.41% |
+23.29%
|
-1.55% |
| 1975 |
+27.95%
|
-7.97% |
+30.20%
|
-9.59% |
