In the last 30 Years, the Jane Bryant Quinn Portfolio obtained a 8.29% compound annual return, with a 10.22% standard deviation.
Asset Allocation and ETFs
The Jane Bryant Quinn Portfolio is a High Risk portfolio and can be implemented with 5 ETFs.
It has the following asset allocation:
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 |
Portfolio and ETF Returns
The Jane Bryant Quinn Portfolio guaranteed the following returns.
Portfolio returns are calculated in USD, assuming:
- No fees or capital gain taxes
- a rebalancing of the components at the beginning of each year (at every January 1st). How do returns change with different rebalancing strategies?
- the reinvestment of dividends
Chg (%) | Return (%) | Return (%) as of Apr 30, 2022 |
|||||||
---|---|---|---|---|---|---|---|---|---|
1 Day | Time ET(*) | May 2022 | 1M | 6M | 1Y | 5Y(*) | 10Y(*) | 30Y(*) | |
Jane Bryant Quinn Portfolio | 1.62 | 0.56 | -6.42 | -9.87 | -3.73 | 7.95 | 8.21 | 8.29 | |
US Inflation Adjusted return | -6.73 | -13.64 | -11.05 | 4.40 | 5.74 | 5.69 | |||
Components | |||||||||
VTI Vanguard Total Stock Market |
2.53 | May 27 2022 | 0.58 | -9.13 | -12.09 | -3.47 | 12.94 | 13.24 | 10.09 |
VEA Vanguard FTSE Developed Markets |
1.24 | May 27 2022 | 2.12 | -6.79 | -12.61 | -8.93 | 5.21 | 6.18 | 5.62 |
VNQ Vanguard Real Estate |
2.68 | May 27 2022 | -3.50 | -4.09 | -3.26 | 7.89 | 8.70 | 8.93 | 10.13 |
BND Vanguard Total Bond Market |
0.29 | May 27 2022 | 1.41 | -3.97 | -9.68 | -8.71 | 1.16 | 1.59 | 4.77 |
TIP iShares TIPS Bond |
0.32 | May 27 2022 | -0.28 | -2.18 | -3.98 | 0.47 | 3.71 | 2.12 | 6.11 |
US Inflation is updated to Apr 2022. Current inflation (annualized) is 1Y: 8.22% , 5Y: 3.40% , 10Y: 2.33% , 30Y: 2.46%
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.
Historical Returns as of Apr 30, 2022
Historical returns and stats of Jane Bryant Quinn Portfolio. Total Returns and Inflation Adjusted Returns are both mentioned.
Period | Return (%) as of Apr 2022 |
Return (%) Infl.Adj. |
Standard Deviation (%) |
Max Drawdown (%) |
Months Pos - Neg |
---|---|---|---|---|---|
1M
Apr 2022
|
-6.42
|
-6.73
|
-6.42
Apr 2022 - Apr 2022
|
0 - 1
|
|
3M
|
-7.15
|
-9.32
|
-7.15
Feb 2022 - Apr 2022
|
1 - 2
|
|
6M
|
-9.87
|
-13.64
|
-11.48
Jan 2022 - Apr 2022
|
2 - 4
|
|
YTD
|
-11.48
|
-14.09
|
-11.48
Jan 2022 - Apr 2022
|
1 - 3
|
|
1Y
|
-3.73
|
-11.05
|
11.07
|
-11.48
Jan 2022 - Apr 2022
|
7 - 5
58% pos
|
3Y(*)
|
8.06
|
3.70
|
13.04
|
-15.08
Feb 2020 - Mar 2020
|
24 - 12
67% pos
|
5Y(*)
|
7.95
|
4.40
|
11.41
|
-15.08
Feb 2020 - Mar 2020
|
43 - 17
72% pos
|
10Y(*)
|
8.21
|
5.74
|
9.62
|
-15.08
Feb 2020 - Mar 2020
|
84 - 36
70% pos
|
15Y(*)
|
6.33
|
3.97
|
11.77
|
-39.55
Nov 2007 - Feb 2009
|
116 - 64
64% pos
|
20Y(*)
|
7.56
|
5.03
|
10.90
|
-39.55
Nov 2007 - Feb 2009
|
161 - 79
67% pos
|
25Y(*)
|
7.58
|
5.07
|
10.82
|
-39.55
Nov 2007 - Feb 2009
|
195 - 105
65% pos
|
30Y(*)
|
8.29
|
5.69
|
10.22
|
-39.55
Nov 2007 - Feb 2009
|
242 - 118
67% pos
|
MAX(*)
01 Jun 1991
|
8.20
|
5.59
|
10.20
|
-39.55
Nov 2007 - Feb 2009
|
248 - 123
67% pos
|
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 Apr 30, 2022
The Inflation Adjusted Capital now would be 5261.40$, with a net total return of 426.14% (5.69% annualized).
The Inflation Adjusted Capital now would be 5374.36$, with a net total return of 437.44% (5.59% annualized).
Drawdowns
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 |
-15.08% | Feb 2020 | Mar 2020 | 2 | Jul 2020 | 4 | 6 |
-12.25% | May 2011 | Sep 2011 | 5 | Feb 2012 | 5 | 10 |
-11.48% | Jan 2022 | Apr 2022 | 4 | in progress | 4 | |
-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 |
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 |
-15.08% | Feb 2020 | Mar 2020 | 2 | Jul 2020 | 4 | 6 |
-12.25% | May 2011 | Sep 2011 | 5 | Feb 2012 | 5 | 10 |
-11.48% | Jan 2022 | Apr 2022 | 4 | in progress | 4 | |
-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
Rolling Period |
Return (*) | Negative Periods |
||
---|---|---|---|---|
Average (%) | Best (%) | Worst (%) | ||
1 Year |
9.20 |
43.51 Mar 2009 - Feb 2010 |
-33.98 Mar 2008 - Feb 2009 |
18.61% |
2 Years |
8.73 |
30.82 Mar 2009 - Feb 2011 |
-19.20 Mar 2007 - Feb 2009 |
13.51% |
3 Years |
8.42 |
21.17 Mar 2009 - Feb 2012 |
-9.45 Mar 2006 - Feb 2009 |
12.20% |
5 Years |
8.25 |
17.66 Mar 2009 - Feb 2014 |
-1.99 Mar 2004 - Feb 2009 |
0.64% |
7 Years |
7.97 |
13.86 Jan 1993 - Dec 1999 |
1.35 Mar 2002 - Feb 2009 |
0.00% |
10 Years |
7.63 |
11.74 Mar 2009 - Feb 2019 |
1.87 Mar 1999 - Feb 2009 |
0.00% |
15 Years |
7.45 |
10.32 Nov 1992 - Oct 2007 |
5.23 Mar 1994 - Feb 2009 |
0.00% |
20 Years |
7.56 |
8.77 Dec 1994 - Nov 2014 |
5.46 Apr 2000 - Mar 2020 |
0.00% |
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?
For further information about the seasonality, check the Asset Class Seasonality page.
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% |
0.60 70% |
0.25 61% |
1.10 65% |
0.24 68% |
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 |
-5.8 2008 |
-5.3 2002 |
-9.4 1998 |
-6.2 2008 |
-15.2 2008 |
-4.9 2008 |
-5.3 2018 |
Monthly/Yearly Returns
Jane Bryant Quinn Portfolio monthly and yearly returns: how is the distribution of the returns recorded so far?
Yearly Return(%) |
Monthly Return(%) |
|||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Year | Total | Infl.Adj | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
2022 |
-11.48 | -14.09 | -4.7 | -2.0 | 1.2 | -6.4 | ||||||||
2021 |
+16.85 | +9.11 | -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 | +11.10 | 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 | +19.58 | 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 | +12.86 | 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 | +5.34 | -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 | -0.39 | 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 | +7.68 | -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 | +14.97 | 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 | +11.37 | 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 | -1.32 | 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 | +11.72 | -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 | +18.35 | -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 | -25.23 | -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 | +1.15 | 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 | +13.09 | 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 | +3.70 | -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 | +10.23 | 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 | +22.70 | -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 | -9.86 | -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 | -6.59 | 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 | -3.72 | -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 | +13.09 | 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 | +9.84 | 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 | -2.64 | 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 | +12.55 | 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 | +1.44 | -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?
Overall Ratings
The Jane Bryant Quinn Portfolio is classified as High Risk.
Less than 25%
25% - 49.99%
50% - 74.99%
At least 75%
High Risk Portfolios |
All Portfolios |
||
---|---|---|---|
25 Years Ann. Return (Inflation Adjusted) |
+7.58%
(+5.07%) |
Average : 2.4 / 5
|
Good : 3.2 / 5
|
Standard Deviation over 25 Years |
10.82% |
Average : 2.2 / 5
|
Good : 3.2 / 5
|
Maximum Drawdown over 25 Years |
-39.55% |
Bad : 1.2 / 5
|
Average : 2.5 / 5
|
Easy to manage | 5 ETFs |
Average : 3 / 5
|
Average : 3 / 5
|
Rating assigned considering all the High Risk Portfolios | Rating assigned considering all the Portfolios in the database |
Best Classic Portfolios, with High Risk
30 Years Stats (%) |
% Allocation |
|||||||
---|---|---|---|---|---|---|---|---|
Portfolio | May 2022 | Return▾ | Drawdown | Stocks | Bonds | Comm | ||
Simple Path to Wealth JL Collins |
+0.78 | +9.08 | -38.53 | 75 | 25 | 0 | ||
Yale Endowment David Swensen |
-0.31 | +9.00 | -39.48 | 70 | 30 | 0 | ||
Talmud Portfolio Roger Gibson |
-0.51 | +8.88 | -40.17 | 66.7 | 33.3 | 0 | ||
Late Sixties and Beyond Burton Malkiel |
+0.25 | +8.86 | -41.80 | 71 | 29 | 0 | ||
Lazy Portfolio David Swensen |
-0.18 | +8.59 | -40.89 | 70 | 30 | 0 |
Last update: May 27 2022.