Data Source: from June 1991 to August 2022
Consolidated Returns as of 31 August 2022
Live Update: Sep 23 2022
PORTFOLIO • LIVE PERFORMANCE (USD currency)
1.57%
1 Day
Sep 23 2022
6.40%
Current Month
September 2022

The Jane Bryant Quinn Portfolio is a High Risk portfolio and can be implemented with 5 ETFs.

It's exposed for 70% on the Stock Market.

In the last 30 Years, the Jane Bryant Quinn Portfolio obtained a 7.96% compound annual return, with a 10.38% standard deviation.

Asset Allocation and ETFs

The Jane Bryant Quinn Portfolio has the following asset allocation:

70% Stocks
30% Fixed Income
0% Commodities

The Jane Bryant Quinn Portfolio can be implemented with the following ETFs:

Weight Ticker ETF Name Investment Themes
40.00 %
VTI Vanguard Total Stock Market Equity, U.S., Large Cap
20.00 %
VEA Vanguard FTSE Developed Markets Equity, EAFE, Large Cap
10.00 %
VNQ Vanguard Real Estate Real Estate, U.S.
20.00 %
BND Vanguard Total Bond Market Bond, U.S., All-Term
10.00 %
TIP iShares TIPS Bond Bond, U.S., All-Term
Most of Lazy Portfolios are made of common components (asset classes), very simple and well defined. For a more complete view, find out the most common ETFs you can use to build your portfolio.

Portfolio and ETF Returns

The Jane Bryant Quinn Portfolio guaranteed the following returns.

According to the available data source, let's assume we built the portfolio on June 1991.

Portfolio returns are calculated in USD, assuming: September 2022 return is calculated on the hypothesis of a newly built portfolio, with the starting asset allocation.
JANE BRYANT QUINN PORTFOLIO RETURNS
Consolidated returns as of 31 August 2022
Live Update: Sep 23 2022
Swipe left to see all data
  Chg (%) Return (%)
Return (%) as of Aug 31, 2022
  1 Day Time ET(*) Sep 2022 1M 6M 1Y 5Y(*) 10Y(*) 30Y(*)
Jane Bryant Quinn Portfolio -1.57 -6.40 -4.16 -9.77 -13.52 6.11 7.56 7.96
US Inflation Adjusted return -4.12 -13.57 -20.12 2.20 4.89 5.32
Components
VTI
Vanguard Total Stock Market 		-1.72 Sep 23 2022 -6.81 -3.73 -9.58 -13.66 11.22 12.70 9.94
VEA
Vanguard FTSE Developed Markets 		-3.27 Sep 23 2022 -8.27 -5.82 -14.09 -20.21 1.96 5.41 5.12
VNQ
Vanguard Real Estate 		-1.33 Sep 23 2022 -9.32 -6.01 -8.22 -11.98 5.92 7.50 9.48
BND
Vanguard Total Bond Market 		-0.28 Sep 23 2022 -3.28 -2.80 -7.85 -11.72 0.49 1.21 4.51
TIP
iShares TIPS Bond 		-0.43 Sep 23 2022 -4.39 -3.65 -7.46 -7.13 2.83 1.47 5.65
(*) Returns over 1 year are annualized
(*) Eastern Time (ET - America/New York)

US Inflation is updated to Aug 2022. Current inflation (annualized) is 1Y: 8.26% , 5Y: 3.82% , 10Y: 2.54% , 30Y: 2.51%

COMPONENTS MONTHLY CORRELATIONS
Monthly correlations as of 31 August 2022
Swipe left to see all data
 
 
 
 
 
Asset VTI VEA VNQ BND TIP
VTI
1.00
0.92
0.89
0.70
0.75
VEA
0.92
1.00
0.84
0.67
0.71
VNQ
0.89
0.84
1.00
0.45
0.65
BND
0.70
0.67
0.45
1.00
0.82
TIP
0.75
0.71
0.65
0.82
1.00
 
 
 
 
 
Asset VTI VEA VNQ BND TIP
VTI
1.00
0.92
0.81
0.36
0.50
VEA
0.92
1.00
0.75
0.32
0.44
VNQ
0.81
0.75
1.00
0.42
0.59
BND
0.36
0.32
0.42
1.00
0.85
TIP
0.50
0.44
0.59
0.85
1.00
 
 
 
 
 
Asset VTI VEA VNQ BND TIP
VTI
1.00
0.87
0.69
0.25
0.35
VEA
0.87
1.00
0.62
0.26
0.38
VNQ
0.69
0.62
1.00
0.48
0.57
BND
0.25
0.26
0.48
1.00
0.83
TIP
0.35
0.38
0.57
0.83
1.00
 
 
 
 
 
Asset VTI VEA VNQ BND TIP
VTI
1.00
0.82
0.61
0.10
0.16
VEA
0.82
1.00
0.58
0.10
0.17
VNQ
0.61
0.58
1.00
0.26
0.29
BND
0.10
0.10
0.26
1.00
0.84
TIP
0.16
0.17
0.29
0.84
1.00
 
 
 
 
 
Asset VTI VEA VNQ BND TIP
VTI
1.00
0.80
0.61
0.11
0.17
VEA
0.80
1.00
0.57
0.11
0.17
VNQ
0.61
0.57
1.00
0.26
0.29
BND
0.11
0.11
0.26
1.00
0.85
TIP
0.17
0.17
0.29
0.85
1.00
Live update: World Markets and Indexes

Portfolio Dividends

In 2021, the Jane Bryant Quinn Portfolio granted a 2.50% dividend yield. If you are interested in getting periodic income, please refer to the Jane Bryant Quinn Portfolio: Dividend Yield page.

Readings that may interest you
How To Invest In ETFs: Investing In ETFs For Dummies
OPTIONS TRADING CRASH COURSE [6 BOOKS IN 1]: The #1 Beginner to Advanced Guide. ...
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Historical Returns as of Aug 31, 2022

Historical returns and stats of Jane Bryant Quinn Portfolio. Total Returns and Inflation Adjusted Returns are both mentioned.

JANE BRYANT QUINN PORTFOLIO
Consolidated returns as of 31 August 2022
Data Source: from June 1991 to August 2022
Swipe left to see all data
Period Return (%)
as of Aug 2022		 Return (%)
Infl.Adj.		 Standard
Deviation (%)		 Max
Drawdown (%)		 Months
Pos - Neg
1M
Aug 2022
-4.16
-4.12
-4.16
Aug 2022 - Aug 2022
0 - 1
3M
-4.59
-5.84
-6.45
Jun 2022 - Jun 2022
1 - 2
6M
-9.77
-13.57
-12.62
Apr 2022 - Jun 2022
2 - 4
YTD
-15.69
-20.64
-17.34
Jan 2022 - Jun 2022
2 - 6
1Y
-13.52
-20.12
14.13
-17.34
Jan 2022 - Jun 2022
4 - 8
33% pos
3Y(*)
5.82
0.87
13.99
-17.34
Jan 2022 - Jun 2022
23 - 13
64% pos
5Y(*)
6.11
2.20
12.30
-17.34
Jan 2022 - Jun 2022
40 - 20
67% pos
10Y(*)
7.56
4.89
9.96
-17.34
Jan 2022 - Jun 2022
82 - 38
68% pos
15Y(*)
6.06
3.58
12.03
-39.55
Nov 2007 - Feb 2009
115 - 65
64% pos
20Y(*)
7.68
5.05
11.04
-39.55
Nov 2007 - Feb 2009
160 - 80
67% pos
25Y(*)
6.95
4.37
10.91
-39.55
Nov 2007 - Feb 2009
193 - 107
64% pos
30Y(*)
7.96
5.32
10.38
-39.55
Nov 2007 - Feb 2009
240 - 120
67% pos
MAX(*)
01 Jun 1991
7.94
5.28
10.32
-39.55
Nov 2007 - Feb 2009
249 - 126
66% pos
(*) Returns over 1 year are annualized

Returns and stats are calculated assuming a yearly rebalancing of the components weight. How do returns change with different rebalancing strategies?

Capital Growth as of Aug 31, 2022

An investment of 1000$, since September 1992, now would be worth 9959.13$, with a total return of 895.91% (7.96% annualized).

The Inflation Adjusted Capital now would be 4737.94$, with a net total return of 373.79% (5.32% annualized).
An investment of 1000$, since June 1991, now would be worth 10896.15$, with a total return of 989.62% (7.94% annualized).

The Inflation Adjusted Capital now would be 4988.73$, with a net total return of 398.87% (5.28% annualized).

Drawdowns

Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-39.55% Nov 2007 Feb 2009 16 Jan 2011 23 39
-19.90% Sep 2000 Sep 2002 25 Nov 2003 14 39
-17.34% Jan 2022 Jun 2022 6 in progress 2 8
-15.08% Feb 2020 Mar 2020 2 Jul 2020 4 6
-12.25% May 2011 Sep 2011 5 Feb 2012 5 10
-10.67% Jul 1998 Aug 1998 2 Nov 1998 3 5
-9.19% Sep 2018 Dec 2018 4 Mar 2019 3 7
-6.67% Jun 2015 Feb 2016 9 Jun 2016 4 13
-5.55% Feb 1994 Nov 1994 10 Mar 1995 4 14
-5.01% Apr 2012 May 2012 2 Aug 2012 3 5
-4.32% Apr 2000 May 2000 2 Aug 2000 3 5
-3.99% Apr 2004 Apr 2004 1 Sep 2004 5 6
-3.97% Sep 2020 Oct 2020 2 Nov 2020 1 3
-3.93% Jun 2007 Jul 2007 2 Sep 2007 2 4
-3.90% Feb 2018 Mar 2018 2 Aug 2018 5 7
-3.67% Nov 1993 Nov 1993 1 Jan 1994 2 3
-3.45% Sep 2021 Sep 2021 1 Oct 2021 1 2
-3.25% May 2019 May 2019 1 Jun 2019 1 2
-3.22% Aug 1997 Aug 1997 1 Sep 1997 1 2
-2.95% May 2013 Jun 2013 2 Jul 2013 1 3
Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-39.55% Nov 2007 Feb 2009 16 Jan 2011 23 39
-19.90% Sep 2000 Sep 2002 25 Nov 2003 14 39
-17.34% Jan 2022 Jun 2022 6 in progress 2 8
-15.08% Feb 2020 Mar 2020 2 Jul 2020 4 6
-12.25% May 2011 Sep 2011 5 Feb 2012 5 10
-10.67% Jul 1998 Aug 1998 2 Nov 1998 3 5
-9.19% Sep 2018 Dec 2018 4 Mar 2019 3 7
-6.67% Jun 2015 Feb 2016 9 Jun 2016 4 13
-5.55% Feb 1994 Nov 1994 10 Mar 1995 4 14
-5.01% Apr 2012 May 2012 2 Aug 2012 3 5
-4.32% Apr 2000 May 2000 2 Aug 2000 3 5
-3.99% Apr 2004 Apr 2004 1 Sep 2004 5 6
-3.97% Sep 2020 Oct 2020 2 Nov 2020 1 3
-3.93% Jun 2007 Jul 2007 2 Sep 2007 2 4
-3.90% Feb 2018 Mar 2018 2 Aug 2018 5 7
-3.67% Nov 1993 Nov 1993 1 Jan 1994 2 3
-3.54% Jan 1992 Mar 1992 3 Jul 1992 4 7
-3.45% Sep 2021 Sep 2021 1 Oct 2021 1 2
-3.43% Jun 1991 Jun 1991 1 Aug 1991 2 3
-3.25% May 2019 May 2019 1 Jun 2019 1 2

Rolling Returns ( more details)

Jane Bryant Quinn Portfolio: annualized rolling and average returns

Swipe left to see all data
Rolling
Period		 Return (*) Negative
Periods
Average (%) Best (%) Worst (%)
1 Year
 8.99 43.51
Mar 2009 - Feb 2010 		-33.98
Mar 2008 - Feb 2009 		19.51%
2 Years
 8.71 30.82
Mar 2009 - Feb 2011 		-19.20
Mar 2007 - Feb 2009 		13.35%
3 Years
 8.40 21.17
Mar 2009 - Feb 2012 		-9.45
Mar 2006 - Feb 2009 		12.06%
5 Years
 8.23 17.66
Mar 2009 - Feb 2014 		-1.99
Mar 2004 - Feb 2009 		0.63%
7 Years
 7.95 13.86
Jan 1993 - Dec 1999 		1.35
Mar 2002 - Feb 2009 		0.00%
10 Years
 7.64 11.74
Mar 2009 - Feb 2019 		1.87
Mar 1999 - Feb 2009 		0.00%
15 Years
 7.42 10.32
Nov 1992 - Oct 2007 		5.23
Mar 1994 - Feb 2009 		0.00%
20 Years
 7.57 8.77
Dec 1994 - Nov 2014 		5.46
Apr 2000 - Mar 2020 		0.00%
(*) Annualized rolling and average returns over full calendar month periods

If you need a deeper detail about rolling returns, please refer to the Jane Bryant Quinn Portfolio: Rolling Returns page.

Seasonality

Jane Bryant Quinn Portfolio: in which months is it better to invest?

Both the Average Return and the Gain Frequency (Win %) are useful to get an idea of what happened in the past.

For further information about the seasonality, check the Asset Class Seasonality page.
Swipe left to see all data
Monthly Average Return (%) and Gain Frequency
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average
Win %		 0.26
61% 		0.09
58% 		0.74
68% 		1.58
81% 		0.57
68% 		0.05
59% 		1.27
66% 		0.10
66% 		0.13
58% 		0.66
65% 		1.02
68% 		1.75
81%
Best
Year		 6.5
2019 		4.0
1998 		6.0
2009 		8.8
2009 		5.3
2009 		4.5
2019 		6.5
2009 		4.1
2009 		6.0
2010 		7.7
2011 		8.7
2020 		6.9
1991
Worst
Year		 -8.2
2009 		-8.3
2009 		-10.7
2020 		-6.4
2022 		-5.7
2010 		-6.5
2022 		-5.3
2002 		-9.4
1998 		-6.2
2008 		-15.2
2008 		-4.9
2008 		-5.3
2018
Statistics calculated for the period Jun 1991 - Aug 2022

Monthly/Yearly Returns

Jane Bryant Quinn Portfolio monthly and yearly returns: how is the distribution of the returns recorded so far?

MONTHLY RETURNS HISTOGRAM
249 Positive Months (66%) - 126 Negative Months (34%)
Jun 1991 - Aug 2022
Swipe left to see all data
Yearly Return(%)
Monthly Return(%)
Year Total Infl.Adj Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2022
 -15.69 -20.64 -4.7 -2.0 1.2 -6.4 -0.2 -6.5 6.4 -4.2
2021
 +16.85 +9.17 -0.4 1.6 2.3 3.8 1.1 1.4 1.8 1.7 -3.5 4.3 -1.7 3.5
2020
 +12.52 +11.01 0.1 -5.0 -10.7 8.0 3.5 2.0 3.7 3.8 -2.1 -1.9 8.7 3.4
2019
 +22.28 +19.55 6.5 2.0 1.7 2.2 -3.3 4.5 0.4 -0.1 1.3 1.7 1.7 2.0
2018
 -5.80 -7.57 2.3 -3.6 -0.3 0.3 1.3 0.4 1.8 1.5 -0.2 -5.4 1.6 -5.3
2017
 +15.26 +12.88 1.6 2.2 0.4 1.1 1.2 0.7 1.6 0.3 1.4 1.2 1.7 1.0
2016
 +7.50 +5.31 -3.3 -0.3 5.6 0.6 0.8 1.1 3.0 -0.4 0.3 -2.2 0.6 1.8
2015
 +0.25 -0.48 0.5 2.7 -0.5 0.4 0.3 -2.0 1.8 -4.7 -1.6 5.0 -0.1 -1.2
2014
 +8.38 +7.57 -1.4 3.7 0.1 1.0 1.8 1.4 -1.3 2.3 -2.7 2.4 1.4 -0.6
2013
 +16.71 +14.98 3.1 0.5 2.2 2.6 -1.0 -2.0 3.7 -2.6 4.0 3.1 0.7 1.4
2012
 +13.33 +11.39 4.1 2.5 1.7 -0.1 -4.9 3.5 1.0 1.7 1.4 -0.6 0.9 1.5
2011
 +1.70 -1.23 1.6 2.8 -0.4 3.5 -0.6 -1.3 -0.5 -4.3 -6.1 7.7 -0.9 0.8
2010
 +13.33 +11.66 -2.7 2.0 4.8 1.6 -5.7 -2.8 6.0 -2.1 6.0 3.2 -1.2 4.5
2009
 +21.68 +18.46 -8.2 -8.3 6.0 8.8 5.3 -0.4 6.5 4.1 3.6 -2.0 4.4 1.7
2008
 -25.24 -25.31 -3.4 -1.3 0.5 3.3 0.8 -5.8 -0.6 0.3 -6.2 -15.2 -4.9 5.6
2007
 +5.31 +1.18 1.9 -0.4 0.8 2.5 1.7 -1.7 -2.3 1.4 3.3 2.2 -2.7 -1.2
2006
 +15.94 +13.07 3.3 0.2 1.7 1.0 -2.3 0.6 1.0 2.3 1.3 3.0 2.4 0.6
2005
 +7.17 +3.63 -2.1 1.8 -1.5 -0.3 2.1 1.1 2.7 0.3 1.1 -2.1 2.7 1.3
2004
 +13.92 +10.32 2.0 1.6 0.6 -4.0 1.5 1.7 -1.8 1.6 1.2 2.2 3.5 3.2
2003
 +25.19 +22.88 -2.1 -0.2 -0.1 5.8 4.9 1.3 1.0 1.8 1.3 3.8 1.6 3.9
2002
 -7.62 -9.77 -1.2 0.0 2.9 -1.1 0.3 -2.9 -5.3 1.0 -5.4 2.4 3.4 -1.5
2001
 -5.09 -6.54 2.1 -5.1 -3.6 4.7 0.1 -0.7 -0.6 -2.1 -5.3 1.6 3.3 0.8
2000
 -0.41 -3.67 -2.9 1.9 3.9 -2.6 -1.8 3.4 -0.3 3.0 -2.3 -1.5 -3.6 2.7
1999
 +16.11 +13.08 1.6 -2.7 2.6 4.0 -1.8 2.7 -1.0 -0.2 -0.7 3.2 2.4 5.1
1998
 +13.62 +11.82 1.3 4.0 3.1 0.5 -0.9 1.7 -1.5 -9.4 3.3 4.5 3.8 3.3
1997
 +17.16 +15.20 1.5 0.2 -2.3 2.2 5.0 3.6 4.7 -3.2 4.7 -2.6 1.4 1.3
1996
 +13.55 +9.90 1.4 0.2 0.6 1.6 1.0 0.3 -2.8 1.5 3.5 1.4 4.5 -0.1
1995
 +22.26 +19.24 0.4 1.5 2.5 2.0 2.8 1.3 2.7 0.4 2.3 -0.8 2.8 2.3
1994
 -0.11 -2.71 4.0 -1.5 -3.8 0.7 0.2 -1.0 2.0 2.3 -2.2 0.8 -3.0 1.7
1993
 +15.71 +12.62 1.6 2.2 4.0 0.8 1.8 0.5 1.3 3.5 -0.1 0.8 -3.7 2.2
1992
 +4.45 +1.50 -0.6 -0.2 -2.7 0.5 2.6 -1.3 2.2 0.7 0.6 -1.0 2.1 1.6
1991
 - - -3.4 3.3 1.1 1.6 1.2 -2.4 6.9

Portofolio Returns, up to December 2007, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets, instead of the actual ETFs of the portfolio.

In particular, it has been used:

  • VTI - Vanguard Total Stock Market: simulated historical serie, up to December 2001
  • VEA - Vanguard FTSE Developed Markets: simulated historical serie, up to December 2007
  • VNQ - Vanguard Real Estate: simulated historical serie, up to December 2004
  • BND - Vanguard Total Bond Market: simulated historical serie, up to December 2007
  • TIP - iShares TIPS Bond: simulated historical serie, up to December 2003

Portfolio efficiency

Is the Jane Bryant Quinn Portfolio actually efficient, compared to other Lazy Portfolios?

Best Classic Portfolios, with High Risk

Swipe left to see all data
30 Years Stats (%)
% Allocation
Portfolio Sep 2022 Return▾ Drawdown Stocks Bonds Comm
Simple Path to Wealth
JL Collins 		-5.93 +8.90 -38.53 75 25 0
Yale Endowment
David Swensen 		-7.04 +8.59 -39.48 70 30 0
Late Sixties and Beyond
Burton Malkiel 		-6.01 +8.57 -41.80 71 29 0
Talmud Portfolio
Roger Gibson 		-6.47 +8.53 -40.17 66.7 33.3 0
Lazy Portfolio
David Swensen 		-6.59 +8.22 -40.89 70 30 0

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Sep 2022 return refers to period 01-23 September 2022.
Last update: Sep 23 2022.
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