Gretchen Tai vs Ted Aronson Family Taxable 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 Ted Aronson Family Taxable Portfolio obtained a 7.65% compound annual return, with a 11.54% standard deviation, in the last 30 Years.

Summary

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Gretchen Tai Portfolio Ted Aronson Family Taxable Portfolio
Risk High High
Asset Allocation Stocks 70% 70%
Fixed Income 30% 30%
Commodities 0% 0%
30 Years Stats Return +7.16% +7.65%
Std Dev 11.59% 11.54%
Max Drawdown -41.80% -38.46%

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
Ted Aronson Family Taxable Portfolio -1.50 -0.23 -3.43 +3.63 +6.00 +7.65 +9.11
(*) 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).

Ted Aronson Family Taxable Portfolio: an investment of 1000$, since June 1993, now would be worth 9122.38$, with a total return of 812.24% (7.65% 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).

Ted Aronson Family Taxable Portfolio: an investment of 1000$, since January 1986, now would be worth 26146.53$, with a total return of 2514.65% (9.11% annualized).

Drawdowns

Drawdown comparison chart since May 1993.

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Gretchen Tai Portfolio
Ted Aronson Family Taxable Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-41.80% Nov 2007 Feb 2009
-38.46% Nov 2007 Feb 2009
-23.76% Jan 2022 Sep 2022
-23.59% Jan 2022 Sep 2022
-22.92% Apr 2000 Sep 2002
-19.15% Apr 2000 Sep 2002
-16.24% Jan 2020 Mar 2020
-15.50% Jan 2020 Mar 2020
-14.91% May 1998 Aug 1998
-14.25% May 2011 Sep 2011
-12.86% May 1998 Aug 1998
-11.35% May 2011 Sep 2011
-11.15% Sep 2018 Dec 2018
-10.37% Feb 2018 Dec 2018
-10.09% May 2015 Feb 2016
-9.47% May 2015 Jan 2016
-8.05% Feb 1994 Mar 1994
-7.04% Feb 1994 Mar 1994
-5.12% Apr 2012 May 2012
-4.65% Aug 1997 Oct 1997

Drawdown comparison chart since January 1986.

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Gretchen Tai Portfolio
Ted Aronson Family Taxable Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-41.80% Nov 2007 Feb 2009
-38.46% Nov 2007 Feb 2009
-23.76% Jan 2022 Sep 2022
-23.59% Jan 2022 Sep 2022
-22.92% Apr 2000 Sep 2002
-19.80% Sep 1987 Nov 1987
-19.15% Apr 2000 Sep 2002
-17.50% Sep 1987 Nov 1987
-16.24% Jan 2020 Mar 2020
-16.23% Jan 1990 Sep 1990
-16.12% Jan 1990 Sep 1990
-15.50% Jan 2020 Mar 2020
-14.91% May 1998 Aug 1998
-14.25% May 2011 Sep 2011
-12.86% May 1998 Aug 1998
-11.35% May 2011 Sep 2011
-11.15% Sep 2018 Dec 2018
-10.37% Feb 2018 Dec 2018
-10.09% May 2015 Feb 2016
-9.47% May 2015 Jan 2016

Yearly Returns

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

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Year Gretchen Tai Portfolio Ted Aronson Family Taxable Portfolio
2023
 +4.75% +3.64%
2022
 -17.30% -17.99%
2021
 +12.15% +11.93%
2020
 +12.24% +14.59%
2019
 +20.82% +19.91%
2018
 -7.59% -7.55%
2017
 +18.32% +18.03%
2016
 +7.93% +11.10%
2015
 -2.21% -2.35%
2014
 +4.44% +5.69%
2013
 +14.58% +16.00%
2012
 +14.85% +13.70%
2011
 -1.45% +1.62%
2010
 +12.51% +15.27%
2009
 +26.58% +22.79%
2008
 -27.67% -23.35%
2007
 +9.39% +8.73%
2006
 +17.39% +13.15%
2005
 +10.26% +11.21%
2004
 +15.60% +15.55%
2003
 +29.40% +29.19%
2002
 -7.43% -6.02%
2001
 -6.29% -4.75%
2000
 -4.67% -3.43%
1999
 +22.01% +21.96%
1998
 +10.02% +8.20%
1997
 +11.39% +11.05%
1996
 +10.62% +9.90%
1995
 +17.98% +22.30%
1994
 -0.51% -1.76%
1993
 +26.87% +27.27%
1992
 +0.50% +4.09%
1991
 +30.31% +34.68%
1990
 -8.54% -8.23%
1989
 +25.15% +26.56%
1988
 +19.39% +19.56%
1987
 +4.96% +1.58%
1986
 +29.74% +27.86%