Gretchen Tai vs Jane Bryant Quinn Portfolio Comparison

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 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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Gretchen Tai Portfolio Jane Bryant Quinn Portfolio
Risk High High
Asset Allocation Stocks 70% 70%
Fixed Income 30% 30%
Commodities 0% 0%
30 Years Stats Return +7.16% +7.59%
Std Dev 11.59% 10.65%
Max Drawdown -41.80% -39.55%

Last Update: 31 May 2023

Historical Returns as of May 31, 2023

Comparison period starts from January 1986

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
Gretchen Tai Portfolio -1.83 +1.44 -2.06 +4.06 +5.62 +7.16 +8.65
Jane Bryant Quinn Portfolio -1.37 +1.60 -1.58 +5.68 +6.75 +7.59 +8.62
(*) Returns over 1 year are annualized

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).

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).

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).

Jane Bryant Quinn Portfolio: an investment of 1000$, since January 1986, now would be worth 22095.65$, with a total return of 2109.57% (8.62% annualized).

Drawdowns

Drawdown comparison chart since May 1993.

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Gretchen Tai Portfolio
Jane Bryant Quinn Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-41.80% Nov 2007 Feb 2009
-39.55% Nov 2007 Feb 2009
-23.59% Jan 2022 Sep 2022
-22.92% Apr 2000 Sep 2002
-22.74% Jan 2022 Sep 2022
-19.90% Sep 2000 Sep 2002
-16.24% Jan 2020 Mar 2020
-15.08% Feb 2020 Mar 2020
-14.25% May 2011 Sep 2011
-12.86% May 1998 Aug 1998
-12.25% May 2011 Sep 2011
-10.67% Jul 1998 Aug 1998
-10.37% Feb 2018 Dec 2018
-10.09% May 2015 Feb 2016
-9.19% Sep 2018 Dec 2018
-7.04% Feb 1994 Mar 1994
-6.67% Jun 2015 Feb 2016
-5.55% Feb 1994 Nov 1994
-5.01% Apr 2012 May 2012
-4.43% Aug 1997 Aug 1997

Drawdown comparison chart since January 1986.

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Gretchen Tai Portfolio
Jane Bryant Quinn Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-41.80% Nov 2007 Feb 2009
-39.55% Nov 2007 Feb 2009
-23.59% Jan 2022 Sep 2022
-22.92% Apr 2000 Sep 2002
-22.74% Jan 2022 Sep 2022
-19.90% Sep 2000 Sep 2002
-17.50% Sep 1987 Nov 1987
-16.68% Sep 1987 Nov 1987
-16.24% Jan 2020 Mar 2020
-16.12% Jan 1990 Sep 1990
-15.08% Feb 2020 Mar 2020
-14.25% May 2011 Sep 2011
-12.86% May 1998 Aug 1998
-12.59% Jan 1990 Sep 1990
-12.25% May 2011 Sep 2011
-10.67% Jul 1998 Aug 1998
-10.37% Feb 2018 Dec 2018
-10.09% May 2015 Feb 2016
-9.19% Sep 2018 Dec 2018
-7.04% Feb 1994 Mar 1994

Yearly Returns

Yearly return comparison. Common historical serie start from January 1986.

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Year Gretchen Tai Portfolio Jane Bryant Quinn Portfolio
2023
 +4.75% +5.33%
2022
 -17.30% -17.43%
2021
 +12.15% +16.85%
2020
 +12.24% +12.52%
2019
 +20.82% +22.28%
2018
 -7.59% -5.80%
2017
 +18.32% +15.26%
2016
 +7.93% +7.50%
2015
 -2.21% +0.25%
2014
 +4.44% +8.38%
2013
 +14.58% +16.71%
2012
 +14.85% +13.33%
2011
 -1.45% +1.70%
2010
 +12.51% +13.33%
2009
 +26.58% +21.68%
2008
 -27.67% -25.24%
2007
 +9.39% +5.31%
2006
 +17.39% +15.94%
2005
 +10.26% +7.17%
2004
 +15.60% +13.92%
2003
 +29.40% +25.19%
2002
 -7.43% -7.62%
2001
 -6.29% -5.09%
2000
 -4.67% -0.41%
1999
 +22.01% +16.11%
1998
 +10.02% +13.62%
1997
 +11.39% +17.16%
1996
 +10.62% +13.55%
1995
 +17.98% +22.26%
1994
 -0.51% -0.11%
1993
 +26.87% +15.71%
1992
 +0.50% +4.45%
1991
 +30.31% +23.33%
1990
 -8.54% -6.37%
1989
 +25.15% +19.01%
1988
 +19.39% +15.53%
1987
 +4.96% +7.06%
1986
 +29.74% +25.28%