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
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
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 |
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.
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.
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.
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% |