All Country World 80/20 vs Jane Bryant Quinn Portfolio Comparison

Last Update: 31 May 2023

The All Country World 80/20 Portfolio obtained a 6.32% compound annual return, with a 12.69% standard deviation, in the last 30 Years.

The Jane Bryant Quinn Portfolio obtained a 7.59% compound annual return, with a 10.65% standard deviation, in the last 30 Years.

Summary

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All Country World 80/20 Portfolio Jane Bryant Quinn Portfolio
Risk Very High High
Asset Allocation Stocks 80% 70%
Fixed Income 20% 30%
Commodities 0% 0%
30 Years Stats Return +6.32% +7.59%
Std Dev 12.69% 10.65%
Max Drawdown -47.32% -39.55%

Last Update: 31 May 2023

Historical Returns as of May 31, 2023

Comparison period starts from January 1985

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
All Country World 80/20 Portfolio -1.11 +2.37 +0.29 +5.56 +6.85 +6.32 +8.16
Jane Bryant Quinn Portfolio -1.37 +1.60 -1.58 +5.68 +6.75 +7.59 +9.19
(*) Returns over 1 year are annualized

Capital Growth as of May 31, 2023

All Country World 80/20 Portfolio: an investment of 1000$, since June 1993, now would be worth 6285.17$, with a total return of 528.52% (6.32% annualized).

Jane Bryant Quinn Portfolio: an investment of 1000$, since June 1993, now would be worth 8968.24$, with a total return of 796.82% (7.59% annualized).

All Country World 80/20 Portfolio: an investment of 1000$, since January 1985, now would be worth 20324.20$, with a total return of 1932.42% (8.16% annualized).

Jane Bryant Quinn Portfolio: an investment of 1000$, since January 1985, now would be worth 29315.83$, with a total return of 2831.58% (9.19% annualized).

Drawdowns

Drawdown comparison chart since May 1993.

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All Country World 80/20 Portfolio
Jane Bryant Quinn Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-47.32% Nov 2007 Feb 2009
-39.55% Nov 2007 Feb 2009
-36.69% Apr 2000 Sep 2002
-23.52% Jan 2022 Sep 2022
-22.74% Jan 2022 Sep 2022
-19.90% Sep 2000 Sep 2002
-17.97% Jan 2020 Mar 2020
-15.08% Feb 2020 Mar 2020
-12.27% May 1998 Aug 1998
-12.25% May 2011 Sep 2011
-11.51% Feb 2018 Dec 2018
-10.78% Jun 2015 Feb 2016
-10.67% Jul 1998 Aug 1998
-9.19% Sep 2018 Dec 2018
-6.67% Jun 2015 Feb 2016
-6.57% Aug 1997 Oct 1997
-5.88% Feb 1994 Mar 1994
-5.55% Feb 1994 Nov 1994
-5.01% Apr 2012 May 2012
-4.62% May 2019 May 2019

Drawdown comparison chart since January 1985.

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All Country World 80/20 Portfolio
Jane Bryant Quinn Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-47.32% Nov 2007 Feb 2009
-39.55% Nov 2007 Feb 2009
-36.69% Apr 2000 Sep 2002
-23.52% Jan 2022 Sep 2022
-22.74% Jan 2022 Sep 2022
-22.19% Sep 1987 Nov 1987
-19.99% Jan 1990 Sep 1990
-19.90% Sep 2000 Sep 2002
-17.97% Jan 2020 Mar 2020
-16.68% Sep 1987 Nov 1987
-15.08% Feb 2020 Mar 2020
-12.59% Jan 1990 Sep 1990
-12.27% May 1998 Aug 1998
-12.25% May 2011 Sep 2011
-11.51% Feb 2018 Dec 2018
-10.78% Jun 2015 Feb 2016
-10.67% Jul 1998 Aug 1998
-9.19% Sep 2018 Dec 2018
-6.67% Jun 2015 Feb 2016
-6.64% Jan 1992 Mar 1992

Yearly Returns

Yearly return comparison. Common historical serie start from January 1985.

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Year All Country World 80/20 Portfolio Jane Bryant Quinn Portfolio
2023
 +6.47% +5.33%
2022
 -17.17% -17.43%
2021
 +14.21% +16.85%
2020
 +14.55% +12.52%
2019
 +23.35% +22.28%
2018
 -7.79% -5.80%
2017
 +20.43% +15.26%
2016
 +7.66% +7.50%
2015
 -1.32% +0.25%
2014
 +4.31% +8.38%
2013
 +17.86% +16.71%
2012
 +15.19% +13.33%
2011
 -4.38% +1.70%
2010
 +12.00% +13.33%
2009
 +28.02% +21.68%
2008
 -34.37% -25.24%
2007
 +8.92% +5.31%
2006
 +15.95% +15.94%
2005
 +8.00% +7.17%
2004
 +11.86% +13.92%
2003
 +26.95% +25.19%
2002
 -14.55% -7.62%
2001
 -11.36% -5.09%
2000
 -9.84% -0.41%
1999
 +20.74% +16.11%
1998
 +17.65% +13.62%
1997
 +11.46% +17.16%
1996
 +10.54% +13.55%
1995
 +17.60% +22.26%
1994
 +1.26% -0.11%
1993
 +20.51% +15.71%
1992
 -3.52% +4.45%
1991
 +17.30% +23.33%
1990
 -13.44% -6.37%
1989
 +14.69% +19.01%
1988
 +18.54% +15.53%
1987
 +13.56% +7.06%
1986
 +37.13% +25.28%
1985
 +37.92% +32.68%