Gretchen Tai vs Stocks/Bonds 60/40 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 Stocks/Bonds 60/40 Portfolio obtained a 7.93% compound annual return, with a 9.46% standard deviation, in the last 30 Years.

Summary

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Gretchen Tai Portfolio Stocks/Bonds 60/40 Portfolio
Risk High High
Asset Allocation Stocks 70% 60%
Fixed Income 30% 40%
Commodities 0% 0%
30 Years Stats Return +7.16% +7.93%
Std Dev 11.59% 9.46%
Max Drawdown -41.80% -30.55%

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
Stocks/Bonds 60/40 Portfolio -0.19 +2.20 +0.36 +6.52 +7.55 +7.93 +8.71
(*) 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).

Stocks/Bonds 60/40 Portfolio: an investment of 1000$, since June 1993, now would be worth 9869.65$, with a total return of 886.96% (7.93% 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).

Stocks/Bonds 60/40 Portfolio: an investment of 1000$, since January 1986, now would be worth 22769.89$, with a total return of 2176.99% (8.71% annualized).

Drawdowns

Drawdown comparison chart since May 1993.

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Gretchen Tai Portfolio
Stocks/Bonds 60/40 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-41.80% Nov 2007 Feb 2009
-30.55% Nov 2007 Feb 2009
-23.59% Jan 2022 Sep 2022
-22.92% Apr 2000 Sep 2002
-21.56% Sep 2000 Sep 2002
-20.69% Jan 2022 Sep 2022
-16.24% Jan 2020 Mar 2020
-14.25% May 2011 Sep 2011
-12.86% May 1998 Aug 1998
-12.29% Feb 2020 Mar 2020
-10.37% Feb 2018 Dec 2018
-10.18% Jul 1998 Aug 1998
-10.09% May 2015 Feb 2016
-9.00% May 2011 Sep 2011
-8.38% Sep 2018 Dec 2018
-7.04% Feb 1994 Mar 1994
-6.47% Feb 1994 Jun 1994
-5.35% Apr 2000 May 2000
-5.24% Jun 2015 Sep 2015
-4.43% Aug 1997 Aug 1997

Drawdown comparison chart since January 1986.

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Gretchen Tai Portfolio
Stocks/Bonds 60/40 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-41.80% Nov 2007 Feb 2009
-30.55% Nov 2007 Feb 2009
-23.59% Jan 2022 Sep 2022
-22.92% Apr 2000 Sep 2002
-21.56% Sep 2000 Sep 2002
-20.69% Jan 2022 Sep 2022
-19.17% Sep 1987 Nov 1987
-17.50% Sep 1987 Nov 1987
-16.24% Jan 2020 Mar 2020
-16.12% Jan 1990 Sep 1990
-14.25% May 2011 Sep 2011
-12.86% May 1998 Aug 1998
-12.29% Feb 2020 Mar 2020
-10.37% Feb 2018 Dec 2018
-10.18% Jul 1998 Aug 1998
-10.09% May 2015 Feb 2016
-9.00% May 2011 Sep 2011
-8.52% Jul 1990 Oct 1990
-8.38% 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 Stocks/Bonds 60/40 Portfolio
2023
 +4.75% +6.24%
2022
 -17.30% -16.95%
2021
 +12.15% +14.66%
2020
 +12.24% +15.70%
2019
 +20.82% +21.94%
2018
 -7.59% -3.17%
2017
 +18.32% +14.15%
2016
 +7.93% +8.71%
2015
 -2.21% +0.44%
2014
 +4.44% +9.85%
2013
 +14.58% +19.23%
2012
 +14.85% +11.13%
2011
 -1.45% +3.75%
2010
 +12.51% +12.93%
2009
 +26.58% +18.79%
2008
 -27.67% -19.44%
2007
 +9.39% +5.99%
2006
 +17.39% +11.12%
2005
 +10.26% +4.74%
2004
 +15.60% +9.37%
2003
 +29.40% +20.04%
2002
 -7.43% -8.98%
2001
 -6.29% -3.21%
2000
 -4.67% -1.79%
1999
 +22.01% +13.98%
1998
 +10.02% +17.39%
1997
 +11.39% +22.37%
1996
 +10.62% +14.01%
1995
 +17.98% +28.74%
1994
 -0.51% -1.16%
1993
 +26.87% +10.25%
1992
 +0.50% +8.32%
1991
 +30.31% +25.53%
1990
 -8.54% -0.19%
1989
 +25.15% +22.33%
1988
 +19.39% +13.33%
1987
 +4.96% +2.18%
1986
 +29.74% +14.79%