Frank Armstrong Ideal Index vs John Wasik Nano Portfolio Comparison

Last Update: 31 May 2023

The Frank Armstrong Ideal Index Portfolio obtained a 6.58% compound annual return, with a 10.60% standard deviation, in the last 30 Years.

The John Wasik Nano Portfolio obtained a 7.04% compound annual return, with a 9.55% standard deviation, in the last 30 Years.

Summary

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Frank Armstrong Ideal Index Portfolio John Wasik Nano Portfolio
Risk High High
Asset Allocation Stocks 70% 60%
Fixed Income 30% 40%
Commodities 0% 0%
30 Years Stats Return +6.58% +7.04%
Std Dev 10.60% 9.55%
Max Drawdown -40.11% -36.66%

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(*)
Frank Armstrong Ideal Index Portfolio -2.17 -0.94 -2.80 +3.70 +5.25 +6.58 +8.39
John Wasik Nano Portfolio -2.08 +0.73 -3.70 +4.41 +5.15 +7.04 +8.64
(*) Returns over 1 year are annualized

Capital Growth as of May 31, 2023

Frank Armstrong Ideal Index Portfolio: an investment of 1000$, since June 1993, now would be worth 6770.66$, with a total return of 577.07% (6.58% annualized).

John Wasik Nano Portfolio: an investment of 1000$, since June 1993, now would be worth 7703.88$, with a total return of 670.39% (7.04% annualized).

Frank Armstrong Ideal Index Portfolio: an investment of 1000$, since January 1985, now would be worth 22110.33$, with a total return of 2111.03% (8.39% annualized).

John Wasik Nano Portfolio: an investment of 1000$, since January 1985, now would be worth 24158.54$, with a total return of 2315.85% (8.64% annualized).

Drawdowns

Drawdown comparison chart since May 1993.

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Frank Armstrong Ideal Index Portfolio
John Wasik Nano Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-40.11% Nov 2007 Feb 2009
-36.66% Nov 2007 Feb 2009
-22.12% Jan 2022 Sep 2022
-18.25% Jan 2022 Sep 2022
-17.16% Jan 2020 Mar 2020
-16.33% Feb 2001 Sep 2002
-15.51% May 2011 Sep 2011
-13.34% Feb 2020 Mar 2020
-12.21% May 1998 Aug 1998
-9.69% May 2011 Sep 2011
-9.48% Sep 2018 Dec 2018
-8.72% Jun 2015 Feb 2016
-8.33% Jul 1998 Aug 1998
-7.38% Feb 1994 Nov 1994
-7.24% Jun 2002 Oct 2002
-7.18% Sep 2018 Dec 2018
-6.01% Feb 2001 Sep 2001
-5.73% Mar 2015 Sep 2015
-5.67% Apr 2004 Apr 2004
-5.59% Sep 2000 Nov 2000

Drawdown comparison chart since January 1985.

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Frank Armstrong Ideal Index Portfolio
John Wasik Nano Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-40.11% Nov 2007 Feb 2009
-36.66% Nov 2007 Feb 2009
-22.12% Jan 2022 Sep 2022
-18.25% Jan 2022 Sep 2022
-17.16% Jan 2020 Mar 2020
-16.33% Feb 2001 Sep 2002
-15.51% May 2011 Sep 2011
-14.90% Sep 1987 Nov 1987
-14.74% Jan 1990 Sep 1990
-13.34% Feb 2020 Mar 2020
-12.21% May 1998 Aug 1998
-11.90% Sep 1987 Nov 1987
-11.67% Jan 1990 Sep 1990
-9.69% May 2011 Sep 2011
-9.48% Sep 2018 Dec 2018
-8.72% Jun 2015 Feb 2016
-8.33% Jul 1998 Aug 1998
-7.38% Feb 1994 Nov 1994
-7.24% Jun 2002 Oct 2002
-7.18% Sep 2018 Dec 2018

Yearly Returns

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

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Year Frank Armstrong Ideal Index Portfolio John Wasik Nano Portfolio
2023
 +1.79% +3.73%
2022
 -11.91% -17.26%
2021
 +13.98% +16.29%
2020
 +6.95% +8.50%
2019
 +17.96% +19.75%
2018
 -6.68% -5.32%
2017
 +13.88% +11.54%
2016
 +9.05% +6.00%
2015
 -1.66% +0.12%
2014
 +4.16% +9.22%
2013
 +16.03% +9.31%
2012
 +12.36% +12.49%
2011
 -2.98% +3.71%
2010
 +13.00% +13.25%
2009
 +21.58% +19.70%
2008
 -24.86% -21.62%
2007
 +5.91% +3.53%
2006
 +17.74% +16.27%
2005
 +8.40% +7.29%
2004
 +14.62% +15.00%
2003
 +26.78% +23.73%
2002
 -7.53% -1.46%
2001
 -3.80% -0.90%
2000
 +2.04% +6.11%
1999
 +13.53% +10.50%
1998
 +8.85% +8.26%
1997
 +12.22% +14.11%
1996
 +11.54% +12.88%
1995
 +16.29% +18.62%
1994
 +1.99% -1.54%
1993
 +17.70% +17.13%
1992
 +3.75% +4.96%
1991
 +20.38% +22.28%
1990
 -9.45% -5.87%
1989
 +15.59% +15.85%
1988
 +17.45% +14.06%
1987
 +10.19% +6.15%
1986
 +28.89% +26.12%
1985
 +31.78% +30.93%