All Country World Stocks vs Jane Bryant Quinn Portfolio Comparison

Last Update: 29 February 2024

The All Country World Stocks Portfolio obtained a 6.44% compound annual return, with a 15.63% standard deviation, in the last 30 Years.

The Jane Bryant Quinn Portfolio obtained a 7.79% compound annual return, with a 10.79% standard deviation, in the last 30 Years.

Summary

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All Country World Stocks Portfolio Jane Bryant Quinn Portfolio
Portfolio Risk Very High High
Asset Allocation Stocks 100% 70%
Fixed Income 0% 30%
Commodities 0% 0%
30 Years Stats Return +6.44% +7.79%
Std Dev 15.63% 10.79%
Max Drawdown -57.06% -39.55%
All time Stats
(Since Jan 1985)
Return +8.49% +9.35%
Std Dev 15.94% 10.73%
Max Drawdown -57.06% -39.55%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1985

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1M 6M 1Y 5Y 10Y 30Y MAX
All Country World Stocks Portfolio +4.49 +11.33 +22.34 +10.49 +8.47 +6.44 +8.49
Jane Bryant Quinn Portfolio +2.50 +8.49 +15.36 +7.83 +6.97 +7.79 +9.35
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

All Country World Stocks Portfolio: an investment of 1$, since March 1994, now would be worth 6.51$, with a total return of 550.93% (6.44% annualized).

Jane Bryant Quinn Portfolio: an investment of 1$, since March 1994, now would be worth 9.49$, with a total return of 849.11% (7.79% annualized).

All Country World Stocks Portfolio: an investment of 1$, since January 1985, now would be worth 24.31$, with a total return of 2331.23% (8.49% annualized).

Jane Bryant Quinn Portfolio: an investment of 1$, since January 1985, now would be worth 33.17$, with a total return of 3217.27% (9.35% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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All Country World Stocks Portfolio
Jane Bryant Quinn Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-57.06% Nov 2007 Feb 2009 (16) Oct 2013 (72) 26.60
-48.44% Apr 2000 Sep 2002 (30) Oct 2006 (79) 26.77
-39.55% Nov 2007 Feb 2009 (16) Jan 2011 (39) 17.92
-25.52% Jan 2022 Sep 2022 (9) Dec 2023 (24) 12.79
-22.74% Jan 2022 Sep 2022 (9) In progress (26) 12.20
-22.15% Jan 2020 Mar 2020 (3) Aug 2020 (8) 10.05
-19.90% Sep 2000 Sep 2002 (25) Nov 2003 (39) 11.09
-15.08% Feb 2020 Mar 2020 (2) Jul 2020 (6) 7.15
-14.59% May 1998 Aug 1998 (4) Nov 1998 (7) 7.20
-14.45% Feb 2018 Dec 2018 (11) Oct 2019 (21) 5.44
-13.76% Jun 2015 Feb 2016 (9) Dec 2016 (19) 6.43
-12.25% May 2011 Sep 2011 (5) Feb 2012 (10) 5.28
-10.67% Jul 1998 Aug 1998 (2) Nov 1998 (5) 5.60
-9.19% Sep 2018 Dec 2018 (4) Mar 2019 (7) 4.28
-8.28% Aug 1997 Oct 1997 (3) Feb 1998 (7) 5.31
-6.67% Jun 2015 Feb 2016 (9) Jun 2016 (13) 3.55
-6.65% Sep 1994 Jan 1995 (5) Apr 1995 (8) 3.81
-5.50% Jan 2000 Jan 2000 (1) Mar 2000 (3) 3.81
-5.01% Apr 2012 May 2012 (2) Aug 2012 (5) 2.18
-4.91% Sep 2020 Oct 2020 (2) Nov 2020 (3) 2.86

Drawdown comparison chart since January 1985.

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All Country World Stocks Portfolio
Jane Bryant Quinn Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-57.06% Nov 2007 Feb 2009 (16) Oct 2013 (72) 26.60
-48.44% Apr 2000 Sep 2002 (30) Oct 2006 (79) 26.77
-39.55% Nov 2007 Feb 2009 (16) Jan 2011 (39) 17.92
-26.12% Sep 1987 Nov 1987 (3) Apr 1989 (20) 12.48
-25.52% Jan 2022 Sep 2022 (9) Dec 2023 (24) 12.79
-25.28% Jan 1990 Sep 1990 (9) May 1993 (41) 11.61
-22.74% Jan 2022 Sep 2022 (9) In progress (26) 12.20
-22.15% Jan 2020 Mar 2020 (3) Aug 2020 (8) 10.05
-19.90% Sep 2000 Sep 2002 (25) Nov 2003 (39) 11.09
-16.68% Sep 1987 Nov 1987 (3) Dec 1988 (16) 7.59
-15.08% Feb 2020 Mar 2020 (2) Jul 2020 (6) 7.15
-14.59% May 1998 Aug 1998 (4) Nov 1998 (7) 7.20
-14.45% Feb 2018 Dec 2018 (11) Oct 2019 (21) 5.44
-13.76% Jun 2015 Feb 2016 (9) Dec 2016 (19) 6.43
-12.59% Jan 1990 Sep 1990 (9) Feb 1991 (14) 6.35
-12.25% May 2011 Sep 2011 (5) Feb 2012 (10) 5.28
-10.67% Jul 1998 Aug 1998 (2) Nov 1998 (5) 5.60
-9.19% Sep 2018 Dec 2018 (4) Mar 2019 (7) 4.28
-8.28% Aug 1997 Oct 1997 (3) Feb 1998 (7) 5.31
-6.67% Jun 2015 Feb 2016 (9) Jun 2016 (13) 3.55

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
+4.49%
0.00%
+2.22%
-0.28%
2023
+22.02%
-9.69%
+16.60%
-8.52%
2022
-18.01%
-25.52%
-17.43%
-22.74%
2021
+18.27%
-4.10%
+16.85%
-3.45%
2020
+16.61%
-22.15%
+12.52%
-15.08%
2019
+26.82%
-5.97%
+22.28%
-3.25%
2018
-9.76%
-14.45%
-5.80%
-9.19%
2017
+24.49%
0.00%
+15.26%
0.00%
2016
+8.51%
-6.91%
+7.50%
-3.67%
2015
-1.86%
-11.65%
+0.25%
-6.54%
2014
+3.67%
-4.44%
+8.38%
-2.69%
2013
+22.95%
-3.20%
+16.71%
-2.95%
2012
+17.12%
-10.01%
+13.33%
-5.01%
2011
-7.50%
-21.87%
+1.70%
-12.25%
2010
+13.08%
-12.80%
+13.33%
-8.39%
2009
+32.65%
-19.35%
+21.68%
-15.83%
2008
-43.54%
-45.43%
-25.24%
-29.22%
2007
+9.64%
-5.70%
+5.31%
-3.93%
2006
+18.78%
-4.43%
+15.94%
-2.30%
2005
+8.83%
-4.80%
+7.17%
-2.11%
2004
+13.30%
-4.26%
+13.92%
-3.99%
2003
+31.62%
-5.55%
+25.19%
-2.44%
2002
-20.51%
-26.35%
-7.62%
-12.85%
2001
-17.26%
-26.01%
-5.09%
-12.14%
2000
-15.08%
-17.07%
-0.41%
-7.20%
1999
+25.00%
-3.66%
+16.11%
-2.74%
1998
+19.93%
-14.59%
+13.62%
-10.67%
1997
+12.93%
-8.28%
+17.16%
-3.22%
1996
+10.93%
-3.91%
+13.55%
-2.79%
1995
+16.90%
-2.36%
+22.26%
-0.83%
1994
+2.85%
-6.20%
-0.11%
-5.55%
1993
+22.12%
-5.37%
+15.71%
-3.67%
1992
-6.70%
-8.71%
+4.45%
-3.54%
1991
+16.92%
-6.55%
+23.33%
-3.50%
1990
-18.63%
-25.28%
-6.37%
-12.59%
1989
+15.15%
-4.07%
+19.01%
-1.39%
1988
+21.20%
-6.38%
+15.53%
-2.41%
1987
+16.65%
-26.12%
+7.06%
-16.68%
1986
+42.65%
-5.84%
+25.28%
-4.18%
1985
+41.65%
-2.26%
+32.68%
-1.87%