Gretchen Tai vs Stocks/Bonds 80/20 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 80/20 Portfolio obtained a 8.89% compound annual return, with a 12.33% standard deviation, in the last 30 Years.

Summary

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Gretchen Tai Portfolio Stocks/Bonds 80/20 Portfolio
Risk High Very High
Asset Allocation Stocks 70% 80%
Fixed Income 30% 20%
Commodities 0% 0%
30 Years Stats Return +7.16% +8.89%
Std Dev 11.59% 12.33%
Max Drawdown -41.80% -41.09%

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 80/20 Portfolio +0.12 +2.34 +1.26 +8.29 +9.50 +8.89 +9.60
(*) 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 80/20 Portfolio: an investment of 1000$, since June 1993, now would be worth 12865.41$, with a total return of 1186.54% (8.89% 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 80/20 Portfolio: an investment of 1000$, since January 1986, now would be worth 30918.68$, with a total return of 2991.87% (9.60% annualized).

Drawdowns

Drawdown comparison chart since May 1993.

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Gretchen Tai Portfolio
Stocks/Bonds 80/20 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-41.80% Nov 2007 Feb 2009
-41.09% Nov 2007 Feb 2009
-33.33% Sep 2000 Sep 2002
-23.59% Jan 2022 Sep 2022
-22.92% Apr 2000 Sep 2002
-22.75% Jan 2022 Sep 2022
-16.53% Feb 2020 Mar 2020
-16.24% Jan 2020 Mar 2020
-14.25% May 2011 Sep 2011
-13.95% Jul 1998 Aug 1998
-13.35% May 2011 Sep 2011
-12.86% May 1998 Aug 1998
-11.32% Oct 2018 Dec 2018
-10.37% Feb 2018 Dec 2018
-10.09% May 2015 Feb 2016
-7.05% Jun 2015 Sep 2015
-7.04% Feb 1994 Mar 1994
-6.95% Feb 1994 Jun 1994
-6.90% Apr 2000 May 2000
-5.21% Apr 2012 May 2012

Drawdown comparison chart since January 1986.

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Gretchen Tai Portfolio
Stocks/Bonds 80/20 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-41.80% Nov 2007 Feb 2009
-41.09% Nov 2007 Feb 2009
-33.33% Sep 2000 Sep 2002
-24.55% Sep 1987 Nov 1987
-23.59% Jan 2022 Sep 2022
-22.92% Apr 2000 Sep 2002
-22.75% Jan 2022 Sep 2022
-17.50% Sep 1987 Nov 1987
-16.53% Feb 2020 Mar 2020
-16.24% Jan 2020 Mar 2020
-16.12% Jan 1990 Sep 1990
-14.25% May 2011 Sep 2011
-13.95% Jul 1998 Aug 1998
-13.35% May 2011 Sep 2011
-12.86% May 1998 Aug 1998
-12.23% Jun 1990 Oct 1990
-11.32% Oct 2018 Dec 2018
-10.37% Feb 2018 Dec 2018
-10.09% May 2015 Feb 2016
-7.05% Jun 2015 Sep 2015

Yearly Returns

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

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Year Gretchen Tai Portfolio Stocks/Bonds 80/20 Portfolio
2023
 +4.75% +7.52%
2022
 -17.30% -18.23%
2021
 +12.15% +20.16%
2020
 +12.24% +18.36%
2019
 +20.82% +26.30%
2018
 -7.59% -4.19%
2017
 +18.32% +17.68%
2016
 +7.93% +10.77%
2015
 -2.21% +0.40%
2014
 +4.44% +11.20%
2013
 +14.58% +26.34%
2012
 +14.85% +13.79%
2011
 -1.45% +2.36%
2010
 +12.51% +15.18%
2009
 +26.58% +23.84%
2008
 -27.67% -28.21%
2007
 +9.39% +5.68%
2006
 +17.39% +13.41%
2005
 +10.26% +5.53%
2004
 +15.60% +11.08%
2003
 +29.40% +25.40%
2002
 -7.43% -14.73%
2001
 -6.29% -7.09%
2000
 -4.67% -6.18%
1999
 +22.01% +18.90%
1998
 +10.02% +20.33%
1997
 +11.39% +26.68%
1996
 +10.62% +17.49%
1995
 +17.98% +32.26%
1994
 -0.51% -0.67%
1993
 +26.87% +10.44%
1992
 +0.50% +8.71%
1991
 +30.31% +28.96%
1990
 -8.54% -3.13%
1989
 +25.15% +25.22%
1988
 +19.39% +15.32%
1987
 +4.96% +2.40%
1986
 +29.74% +14.68%