John Wasik Nano vs Bill Bernstein Sheltered Sam 60/40 Portfolio Comparison

Last Update: 31 May 2023

The John Wasik Nano Portfolio obtained a 7.04% compound annual return, with a 9.55% standard deviation, in the last 30 Years.

The Bill Bernstein Sheltered Sam 60/40 Portfolio obtained a 7.25% compound annual return, with a 9.15% standard deviation, in the last 30 Years.

Summary

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John Wasik Nano Portfolio Bill Bernstein Sheltered Sam 60/40 Portfolio
Risk High High
Asset Allocation Stocks 60% 58.2%
Fixed Income 40% 40%
Commodities 0% 1.8%
30 Years Stats Return +7.04% +7.25%
Std Dev 9.55% 9.15%
Max Drawdown -36.66% -34.12%

Last Update: 31 May 2023

Historical Returns as of May 31, 2023

Comparison period starts from January 1985

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
John Wasik Nano Portfolio -2.08 +0.73 -3.70 +4.41 +5.15 +7.04 +8.64
Bill Bernstein Sheltered Sam 60/40 Portfolio -2.05 -1.14 -3.09 +4.39 +5.44 +7.25 +8.89
(*) Returns over 1 year are annualized

Capital Growth as of May 31, 2023

John Wasik Nano Portfolio: an investment of 1000$, since June 1993, now would be worth 7703.88$, with a total return of 670.39% (7.04% annualized).

Bill Bernstein Sheltered Sam 60/40 Portfolio: an investment of 1000$, since June 1993, now would be worth 8175.54$, with a total return of 717.55% (7.25% annualized).

John Wasik Nano Portfolio: an investment of 1000$, since January 1985, now would be worth 24158.54$, with a total return of 2315.85% (8.64% annualized).

Bill Bernstein Sheltered Sam 60/40 Portfolio: an investment of 1000$, since January 1985, now would be worth 26399.18$, with a total return of 2539.92% (8.89% annualized).

Drawdowns

Drawdown comparison chart since May 1993.

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John Wasik Nano Portfolio
Bill Bernstein Sheltered Sam 60/40 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-36.66% Nov 2007 Feb 2009
-34.12% Nov 2007 Feb 2009
-22.12% Jan 2022 Sep 2022
-16.48% Jan 2022 Sep 2022
-14.38% Jan 2020 Mar 2020
-13.34% Feb 2020 Mar 2020
-11.25% May 2011 Sep 2011
-10.89% May 1998 Aug 1998
-10.65% Jun 2002 Sep 2002
-9.69% May 2011 Sep 2011
-8.33% Jul 1998 Aug 1998
-7.95% Feb 2001 Sep 2001
-7.94% Sep 2018 Dec 2018
-7.38% Feb 1994 Nov 1994
-7.24% Jun 2002 Oct 2002
-7.18% Sep 2018 Dec 2018
-6.29% Jun 2015 Jan 2016
-6.11% Feb 1994 Jun 1994
-6.01% Feb 2001 Sep 2001
-5.73% Mar 2015 Sep 2015

Drawdown comparison chart since January 1985.

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John Wasik Nano Portfolio
Bill Bernstein Sheltered Sam 60/40 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-36.66% Nov 2007 Feb 2009
-34.12% Nov 2007 Feb 2009
-22.12% Jan 2022 Sep 2022
-16.48% Jan 2022 Sep 2022
-16.09% Sep 1987 Nov 1987
-14.38% Jan 2020 Mar 2020
-13.34% Feb 2020 Mar 2020
-11.90% Sep 1987 Nov 1987
-11.67% Jan 1990 Sep 1990
-11.25% May 2011 Sep 2011
-10.89% May 1998 Aug 1998
-10.65% Jun 2002 Sep 2002
-9.69% May 2011 Sep 2011
-9.53% Aug 1990 Sep 1990
-8.33% Jul 1998 Aug 1998
-7.95% Feb 2001 Sep 2001
-7.94% Sep 2018 Dec 2018
-7.38% Feb 1994 Nov 1994
-7.24% Jun 2002 Oct 2002
-7.18% Sep 2018 Dec 2018

Yearly Returns

Yearly return comparison. Common historical serie start from January 1985.

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Year John Wasik Nano Portfolio Bill Bernstein Sheltered Sam 60/40 Portfolio
2023
 +3.73% +1.44%
2022
 -17.26% -10.58%
2021
 +16.29% +14.69%
2020
 +8.50% +7.21%
2019
 +19.75% +17.21%
2018
 -5.32% -5.00%
2017
 +11.54% +11.37%
2016
 +6.00% +9.92%
2015
 +0.12% -1.72%
2014
 +9.22% +6.04%
2013
 +9.31% +14.05%
2012
 +12.49% +11.12%
2011
 +3.71% +1.31%
2010
 +13.25% +12.35%
2009
 +19.70% +18.56%
2008
 -21.62% -20.58%
2007
 +3.53% +5.25%
2006
 +16.27% +14.67%
2005
 +7.29% +7.42%
2004
 +15.00% +12.90%
2003
 +23.73% +24.15%
2002
 -1.46% -3.47%
2001
 -0.90% +0.06%
2000
 +6.11% +6.26%
1999
 +10.50% +10.16%
1998
 +8.26% +8.53%
1997
 +14.11% +15.72%
1996
 +12.88% +12.97%
1995
 +18.62% +22.13%
1994
 -1.54% -1.78%
1993
 +17.13% +19.41%
1992
 +4.96% +8.86%
1991
 +22.28% +24.84%
1990
 -5.87% -3.41%
1989
 +15.85% +21.08%
1988
 +14.06% +14.93%
1987
 +6.15% +3.35%
1986
 +26.12% +21.08%
1985
 +30.93% +28.54%