Last Update: 31 May 2023
The Gretchen Tai Portfolio obtained a 7.16% compound annual return, with a 11.59% standard deviation, in the last 30 Years.
The Burton Malkiel Late Sixties and Beyond Portfolio obtained a 8.19% compound annual return, with a 11.57% standard deviation, in the last 30 Years.
Summary
| Gretchen Tai Portfolio | Burton Malkiel Late Sixties and Beyond Portfolio | ||
|---|---|---|---|
| Risk | High | High | |
| Asset Allocation | Stocks | 70% | 71% |
| Fixed Income | 30% | 29% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +7.16% | +8.19% |
| Std Dev | 11.59% | 11.57% | |
| Max Drawdown | -41.80% | -41.80% | |
Last Update: 31 May 2023
Historical Returns as of May 31, 2023
Comparison period starts from January 1986
| 1M | 6M | 1Y | 5Y(*) | 10Y(*) | 30Y(*) | MAX(*) | |
|---|---|---|---|---|---|---|---|
| Gretchen Tai Portfolio | -1.83 | +1.44 | -2.06 | +4.06 | +5.62 | +7.16 | +8.65 |
| Burton Malkiel Late Sixties and Beyond Portfolio | -1.83 | -0.07 | -2.22 | +5.10 | +6.19 | +8.19 | +9.20 |
Capital Growth as of May 31, 2023
Gretchen Tai Portfolio: an investment of 1000$, since June 1993, now would be worth 7972.31$, with a total return of 697.23% (7.16% annualized).
Burton Malkiel Late Sixties and Beyond Portfolio: an investment of 1000$, since June 1993, now would be worth 10606.10$, with a total return of 960.61% (8.19% annualized).
Gretchen Tai Portfolio: an investment of 1000$, since January 1986, now would be worth 22301.46$, with a total return of 2130.15% (8.65% annualized).
Burton Malkiel Late Sixties and Beyond Portfolio: an investment of 1000$, since January 1986, now would be worth 26926.43$, with a total return of 2592.64% (9.20% annualized).
Drawdowns
Drawdown comparison chart since May 1993.
Gretchen Tai Portfolio |
Burton Malkiel Late Sixties and Beyond Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -41.80% | Nov 2007 | Feb 2009 | |||
| -41.80% | Nov 2007 | Feb 2009 | |||
| -23.59% | Jan 2022 | Sep 2022 | |||
| -22.92% | Apr 2000 | Sep 2002 | |||
| -22.44% | Jan 2022 | Sep 2022 | |||
| -16.82% | Jan 2020 | Mar 2020 | |||
| -16.48% | May 1998 | Aug 1998 | |||
| -16.24% | Jan 2020 | Mar 2020 | |||
| -14.25% | May 2011 | Sep 2011 | |||
| -13.38% | May 2011 | Sep 2011 | |||
| -12.86% | May 1998 | Aug 1998 | |||
| -12.20% | May 2002 | Sep 2002 | |||
| -10.37% | Feb 2018 | Dec 2018 | |||
| -10.09% | May 2015 | Feb 2016 | |||
| -9.27% | Feb 2001 | Sep 2001 | |||
| -8.08% | Feb 2018 | Dec 2018 | |||
| -7.72% | Mar 2015 | Sep 2015 | |||
| -7.20% | Feb 1994 | Mar 1994 | |||
| -7.04% | Feb 1994 | Mar 1994 | |||
| -7.04% | Apr 2004 | Apr 2004 | |||
Drawdown comparison chart since January 1986.
Gretchen Tai Portfolio |
Burton Malkiel Late Sixties and Beyond Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -41.80% | Nov 2007 | Feb 2009 | |||
| -41.80% | Nov 2007 | Feb 2009 | |||
| -23.59% | Jan 2022 | Sep 2022 | |||
| -22.92% | Apr 2000 | Sep 2002 | |||
| -22.44% | Jan 2022 | Sep 2022 | |||
| -19.08% | Sep 1987 | Nov 1987 | |||
| -17.50% | Sep 1987 | Nov 1987 | |||
| -16.82% | Jan 2020 | Mar 2020 | |||
| -16.48% | May 1998 | Aug 1998 | |||
| -16.24% | Jan 2020 | Mar 2020 | |||
| -16.12% | Jan 1990 | Sep 1990 | |||
| -14.25% | May 2011 | Sep 2011 | |||
| -13.63% | Aug 1990 | Sep 1990 | |||
| -13.38% | May 2011 | Sep 2011 | |||
| -12.86% | May 1998 | Aug 1998 | |||
| -12.20% | May 2002 | Sep 2002 | |||
| -10.37% | Feb 2018 | Dec 2018 | |||
| -10.09% | May 2015 | Feb 2016 | |||
| -9.27% | Feb 2001 | Sep 2001 | |||
| -8.08% | Feb 2018 | Dec 2018 | |||
Yearly Returns
Yearly return comparison. Common historical serie start from January 1986.
| Year | Gretchen Tai Portfolio | Burton Malkiel Late Sixties and Beyond Portfolio |
|---|---|---|
| 2023 |
+4.75% | +3.17% |
| 2022 |
-17.30% | -16.23% |
| 2021 |
+12.15% | +15.40% |
| 2020 |
+12.24% | +10.03% |
| 2019 |
+20.82% | +22.55% |
| 2018 |
-7.59% | -5.90% |
| 2017 |
+18.32% | +16.49% |
| 2016 |
+7.93% | +8.48% |
| 2015 |
-2.21% | -1.63% |
| 2014 |
+4.44% | +9.01% |
| 2013 |
+14.58% | +12.49% |
| 2012 |
+14.85% | +14.20% |
| 2011 |
-1.45% | +1.01% |
| 2010 |
+12.51% | +14.47% |
| 2009 |
+26.58% | +25.30% |
| 2008 |
-27.67% | -26.02% |
| 2007 |
+9.39% | +5.18% |
| 2006 |
+17.39% | +20.06% |
| 2005 |
+10.26% | +9.86% |
| 2004 |
+15.60% | +14.78% |
| 2003 |
+29.40% | +29.73% |
| 2002 |
-7.43% | -5.70% |
| 2001 |
-6.29% | +5.85% |
| 2000 |
-4.67% | +2.46% |
| 1999 |
+22.01% | +12.48% |
| 1998 |
+10.02% | +5.92% |
| 1997 |
+11.39% | +15.13% |
| 1996 |
+10.62% | +18.95% |
| 1995 |
+17.98% | +20.20% |
| 1994 |
-0.51% | -3.17% |
| 1993 |
+26.87% | +23.51% |
| 1992 |
+0.50% | +4.84% |
| 1991 |
+30.31% | +33.86% |
| 1990 |
-8.54% | -5.42% |
| 1989 |
+25.15% | +26.07% |
| 1988 |
+19.39% | +16.73% |
| 1987 |
+4.96% | -0.94% |
| 1986 |
+29.74% | +18.93% |
