European Stocks vs John Wasik Nano Portfolio Comparison

Last Update: 31 March 2024

The European Stocks Portfolio obtained a 7.14% compound annual return, with a 17.87% standard deviation, in the last 30 Years.

The John Wasik Nano Portfolio obtained a 7.34% compound annual return, with a 9.64% standard deviation, in the last 30 Years.

Summary

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European Stocks Portfolio John Wasik Nano Portfolio
Portfolio Risk Very High High
Asset Allocation Stocks 100% 60%
Fixed Income 0% 40%
Commodities 0% 0%
30 Years Stats Return +7.14% +7.34%
Std Dev 17.87% 9.64%
Max Drawdown -59.77% -36.66%
All time Stats
(Since Jan 1985)		 Return +9.93% +8.76%
Std Dev 17.87% 9.54%
Max Drawdown -59.77% -36.66%
Last Update: 31 March 2024

Historical Returns as of Mar 31, 2024

Comparison period starts from January 1985

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1M 6M 1Y 5Y 10Y 30Y MAX
European Stocks Portfolio +3.82 +17.73 +14.41 +8.17 +4.70 +7.14 +9.93
John Wasik Nano Portfolio +1.80 +13.22 +10.45 +5.73 +5.56 +7.34 +8.76
Return over 1 year are annualized.

Capital Growth as of Mar 31, 2024

European Stocks Portfolio: an investment of 1$, since April 1994, now would be worth 7.91$, with a total return of 690.82% (7.14% annualized).

John Wasik Nano Portfolio: an investment of 1$, since April 1994, now would be worth 8.37$, with a total return of 737.34% (7.34% annualized).

European Stocks Portfolio: an investment of 1$, since January 1985, now would be worth 41.04$, with a total return of 4004.20% (9.93% annualized).

John Wasik Nano Portfolio: an investment of 1$, since January 1985, now would be worth 26.98$, with a total return of 2597.81% (8.76% annualized).

Drawdowns

Drawdown comparison chart since April 1994.

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European Stocks Portfolio
John Wasik Nano Portfolio
Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index		 Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index
-59.77% Nov 2007 Feb 2009 (16) Apr 2014 (78) 30.21
-45.88% Apr 2000 Sep 2002 (30) Dec 2004 (57) 25.84
-36.66% Nov 2007 Feb 2009 (16) Oct 2010 (36) 16.28
-30.98% Sep 2021 Sep 2022 (13) Dec 2023 (28) 12.78
-25.65% Jan 2020 Mar 2020 (3) Nov 2020 (11) 13.06
-22.12% Jan 2022 Sep 2022 (9) In progress (27) 12.49
-20.91% Jun 2014 Feb 2016 (21) May 2017 (36) 11.28
-19.44% Feb 2018 Dec 2018 (11) Dec 2019 (23) 9.54
-16.03% Aug 1998 Sep 1998 (2) Apr 1999 (9) 7.40
-13.34% Feb 2020 Mar 2020 (2) Aug 2020 (7) 6.12
-9.69% May 2011 Sep 2011 (5) Jan 2012 (9) 3.98
-8.33% Jul 1998 Aug 1998 (2) Dec 1998 (6) 4.06
-7.24% Jun 2002 Oct 2002 (5) May 2003 (12) 4.79
-7.18% Sep 2018 Dec 2018 (4) Mar 2019 (7) 3.33
-7.18% Jan 2000 Jan 2000 (1) Mar 2000 (3) 3.76
-6.01% Feb 2001 Sep 2001 (8) Apr 2002 (15) 3.09
-5.73% Mar 2015 Sep 2015 (7) May 2016 (15) 2.97
-5.68% Aug 1997 Aug 1997 (1) Sep 1997 (2) 3.28
-5.67% Apr 2004 Apr 2004 (1) Sep 2004 (6) 2.88
-5.18% May 1994 Jun 1994 (2) Aug 1994 (4) 2.96

Drawdown comparison chart since January 1985.

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European Stocks Portfolio
John Wasik Nano Portfolio
Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index		 Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index
-59.77% Nov 2007 Feb 2009 (16) Apr 2014 (78) 30.21
-45.88% Apr 2000 Sep 2002 (30) Dec 2004 (57) 25.84
-36.66% Nov 2007 Feb 2009 (16) Oct 2010 (36) 16.28
-30.98% Sep 2021 Sep 2022 (13) Dec 2023 (28) 12.78
-25.65% Jan 2020 Mar 2020 (3) Nov 2020 (11) 13.06
-23.15% Oct 1987 Nov 1987 (2) Jul 1989 (22) 13.00
-22.12% Jan 2022 Sep 2022 (9) In progress (27) 12.49
-20.91% Jun 2014 Feb 2016 (21) May 2017 (36) 11.28
-20.21% Aug 1990 Sep 1990 (2) May 1992 (22) 10.46
-19.44% Feb 2018 Dec 2018 (11) Dec 2019 (23) 9.54
-16.03% Aug 1998 Sep 1998 (2) Apr 1999 (9) 7.40
-13.34% Feb 2020 Mar 2020 (2) Aug 2020 (7) 6.12
-12.85% Jun 1992 Nov 1992 (6) Aug 1993 (15) 7.00
-11.90% Sep 1987 Nov 1987 (3) Sep 1988 (13) 5.32
-11.67% Jan 1990 Sep 1990 (9) Feb 1991 (14) 5.93
-9.69% May 2011 Sep 2011 (5) Jan 2012 (9) 3.98
-8.83% May 1986 May 1986 (1) Aug 1986 (4) 5.18
-8.33% Jul 1998 Aug 1998 (2) Dec 1998 (6) 4.06
-7.38% Feb 1994 Nov 1994 (10) May 1995 (16) 4.33
-7.24% Jun 2002 Oct 2002 (5) May 2003 (12) 4.79

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.
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Year Return Drawdown Return Drawdown
2024
+5.01%
 -1.23%
+2.53%
 -0.84%
2023
+20.21%
 -11.19%
+12.98%
 -8.30%
2022
-16.00%
 -30.58%
-17.26%
 -22.12%
2021
+16.88%
 -5.48%
+16.29%
 -3.22%
2020
+6.11%
 -25.65%
+8.50%
 -13.34%
2019
+24.86%
 -5.67%
+19.75%
 -1.71%
2018
-14.91%
 -19.44%
-5.32%
 -7.18%
2017
+26.99%
 -0.51%
+11.54%
 0.00%
2016
-0.37%
 -8.60%
+6.00%
 -3.76%
2015
-1.94%
 -11.47%
+0.12%
 -5.73%
2014
-7.10%
 -11.75%
+9.22%
 -3.12%
2013
+24.38%
 -4.42%
+9.31%
 -5.04%
2012
+21.57%
 -14.17%
+12.49%
 -3.95%
2011
-11.64%
 -27.74%
+3.71%
 -9.69%
2010
+6.05%
 -17.10%
+13.25%
 -6.63%
2009
+31.33%
 -22.78%
+19.70%
 -15.95%
2008
-44.71%
 -48.36%
-21.62%
 -27.92%
2007
+13.24%
 -5.77%
+3.53%
 -4.38%
2006
+33.06%
 -2.93%
+16.27%
 -2.01%
2005
+9.26%
 -4.49%
+7.29%
 -2.46%
2004
+20.86%
 -3.93%
+15.00%
 -5.67%
2003
+38.70%
 -9.25%
+23.73%
 -1.83%
2002
-17.95%
 -25.96%
-1.46%
 -7.24%
2001
-20.30%
 -27.21%
-0.90%
 -6.01%
2000
-8.21%
 -14.23%
+6.11%
 -3.54%
1999
+16.66%
 -4.90%
+10.50%
 -2.43%
1998
+28.86%
 -16.03%
+8.26%
 -8.33%
1997
+24.23%
 -5.68%
+14.11%
 -2.72%
1996
+21.25%
 -1.20%
+12.88%
 -1.62%
1995
+22.28%
 -3.97%
+18.62%
 -0.74%
1994
+1.88%
 -7.00%
-1.54%
 -7.38%
1993
+29.13%
 -2.19%
+17.13%
 -4.02%
1992
-3.32%
 -12.85%
+4.96%
 -3.58%
1991
+12.40%
 -12.16%
+22.28%
 -2.92%
1990
-3.87%
 -20.21%
-5.87%
 -11.67%
1989
+28.18%
 -6.85%
+15.85%
 -0.88%
1988
+13.69%
 -6.81%
+14.06%
 -1.90%
1987
+7.05%
 -23.15%
+6.15%
 -11.90%
1986
+40.96%
 -8.83%
+26.12%
 -3.06%
1985
+78.72%
 0.00%
+30.93%
 -1.23%