Gold vs Jane Bryant Quinn Portfolio Comparison

Last Update: 31 May 2023

The Gold Portfolio obtained a 5.37% compound annual return, with a 15.53% 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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Gold Portfolio Jane Bryant Quinn Portfolio
Risk Very High High
Asset Allocation Stocks 0% 70%
Fixed Income 0% 30%
Commodities 100% 0%
30 Years Stats Return +5.37% +7.59%
Std Dev 15.53% 10.65%
Max Drawdown -42.91% -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(*)
Gold Portfolio -1.34 +10.62 +6.53 +8.17 +3.13 +5.37 +4.72
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

Gold Portfolio: an investment of 1000$, since June 1993, now would be worth 4803.84$, with a total return of 380.38% (5.37% 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).

Gold Portfolio: an investment of 1000$, since January 1985, now would be worth 5881.31$, with a total return of 488.13% (4.72% 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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Gold Portfolio
Jane Bryant Quinn Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-42.91% Sep 2011 Dec 2015
-39.55% Nov 2007 Feb 2009
-37.17% Feb 1996 Aug 1999
-25.83% Mar 2008 Oct 2008
-22.74% Jan 2022 Sep 2022
-19.90% Sep 2000 Sep 2002
-18.08% Aug 2020 Oct 2022
-15.08% Feb 2020 Mar 2020
-12.25% May 2011 Sep 2011
-11.51% Aug 1993 Sep 1993
-10.67% Jul 1998 Aug 1998
-9.19% Sep 2018 Dec 2018
-8.64% Dec 2004 May 2005
-8.63% May 2006 Sep 2006
-8.37% Dec 2009 Jan 2010
-8.31% Apr 2004 Apr 2004
-6.67% Jun 2015 Feb 2016
-6.38% Jan 2011 Jan 2011
-5.55% Feb 1994 Nov 1994
-5.22% Jun 2009 Jun 2009

Drawdown comparison chart since January 1985.

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Gold Portfolio
Jane Bryant Quinn Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-48.26% Dec 1987 Aug 1999
-42.91% Sep 2011 Dec 2015
-39.55% Nov 2007 Feb 2009
-25.83% Mar 2008 Oct 2008
-22.74% Jan 2022 Sep 2022
-19.90% Sep 2000 Sep 2002
-18.08% Aug 2020 Oct 2022
-16.68% Sep 1987 Nov 1987
-15.08% Feb 2020 Mar 2020
-12.59% Jan 1990 Sep 1990
-12.25% May 2011 Sep 2011
-10.67% Jul 1998 Aug 1998
-9.19% Sep 2018 Dec 2018
-8.63% May 2006 Sep 2006
-8.37% Dec 2009 Jan 2010
-8.14% Oct 1986 Dec 1986
-6.67% Jun 2015 Feb 2016
-6.67% Jan 1985 Feb 1985
-6.38% Jan 2011 Jan 2011
-5.55% Feb 1994 Nov 1994

Yearly Returns

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

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Year Gold Portfolio Jane Bryant Quinn Portfolio
2023
 +7.47% +5.33%
2022
 -0.77% -17.43%
2021
 -4.15% +16.85%
2020
 +24.81% +12.52%
2019
 +17.86% +22.28%
2018
 -1.94% -5.80%
2017
 +12.81% +15.26%
2016
 +8.03% +7.50%
2015
 -10.67% +0.25%
2014
 -2.19% +8.38%
2013
 -28.33% +16.71%
2012
 +6.60% +13.33%
2011
 +9.57% +1.70%
2010
 +29.27% +13.33%
2009
 +24.03% +21.68%
2008
 +4.92% -25.24%
2007
 +30.45% +5.31%
2006
 +22.55% +15.94%
2005
 +17.76% +7.17%
2004
 +4.65% +13.92%
2003
 +19.89% +25.19%
2002
 +25.57% -7.62%
2001
 +0.75% -5.09%
2000
 -5.44% -0.41%
1999
 +0.85% +16.11%
1998
 -0.83% +13.62%
1997
 -21.41% +17.16%
1996
 -4.59% +13.55%
1995
 +0.98% +22.26%
1994
 -2.17% -0.11%
1993
 +17.68% +15.71%
1992
 -5.73% +4.45%
1991
 -8.56% +23.33%
1990
 -3.11% -6.37%
1989
 -2.84% +19.01%
1988
 -15.26% +15.53%
1987
 +24.53% +7.06%
1986
 +18.96% +25.28%
1985
 +6.00% +32.68%