John Wasik Nano vs Burton Malkiel Late Sixties and Beyond 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 Burton Malkiel Late Sixties and Beyond Portfolio obtained a 8.19% compound annual return, with a 11.57% standard deviation, in the last 30 Years.

Summary

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John Wasik Nano Portfolio Burton Malkiel Late Sixties and Beyond Portfolio
Risk High High
Asset Allocation Stocks 60% 71%
Fixed Income 40% 29%
Commodities 0% 0%
30 Years Stats Return +7.04% +8.19%
Std Dev 9.55% 11.57%
Max Drawdown -36.66% -41.80%

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
Burton Malkiel Late Sixties and Beyond Portfolio -1.83 -0.07 -2.22 +5.10 +6.19 +8.19 +9.64
(*) 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).

Burton Malkiel Late Sixties and Beyond Portfolio: an investment of 1000$, since June 1993, now would be worth 10606.10$, with a total return of 960.61% (8.19% 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).

Burton Malkiel Late Sixties and Beyond Portfolio: an investment of 1000$, since January 1985, now would be worth 34335.82$, with a total return of 3333.58% (9.64% annualized).

Drawdowns

Drawdown comparison chart since May 1993.

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John Wasik Nano Portfolio
Burton Malkiel Late Sixties and Beyond Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-41.80% Nov 2007 Feb 2009
-36.66% Nov 2007 Feb 2009
-22.44% Jan 2022 Sep 2022
-22.12% Jan 2022 Sep 2022
-16.82% Jan 2020 Mar 2020
-16.48% May 1998 Aug 1998
-13.38% May 2011 Sep 2011
-13.34% Feb 2020 Mar 2020
-12.20% May 2002 Sep 2002
-9.69% May 2011 Sep 2011
-9.27% Feb 2001 Sep 2001
-8.33% Jul 1998 Aug 1998
-8.08% Feb 2018 Dec 2018
-7.72% Mar 2015 Sep 2015
-7.38% Feb 1994 Nov 1994
-7.24% Jun 2002 Oct 2002
-7.20% Feb 1994 Mar 1994
-7.18% Sep 2018 Dec 2018
-7.04% Apr 2004 Apr 2004
-6.12% Sep 2000 Nov 2000

Drawdown comparison chart since January 1985.

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John Wasik Nano Portfolio
Burton Malkiel Late Sixties and Beyond Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-41.80% Nov 2007 Feb 2009
-36.66% Nov 2007 Feb 2009
-22.44% Jan 2022 Sep 2022
-22.12% Jan 2022 Sep 2022
-19.08% Sep 1987 Nov 1987
-16.82% Jan 2020 Mar 2020
-16.48% May 1998 Aug 1998
-13.63% Aug 1990 Sep 1990
-13.38% May 2011 Sep 2011
-13.34% Feb 2020 Mar 2020
-12.20% May 2002 Sep 2002
-11.90% Sep 1987 Nov 1987
-11.67% Jan 1990 Sep 1990
-9.69% May 2011 Sep 2011
-9.27% Feb 2001 Sep 2001
-8.33% Jul 1998 Aug 1998
-8.08% Feb 2018 Dec 2018
-7.72% Mar 2015 Sep 2015
-7.38% Feb 1994 Nov 1994
-7.24% Jun 2002 Oct 2002

Yearly Returns

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

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Year John Wasik Nano Portfolio Burton Malkiel Late Sixties and Beyond Portfolio
2023
 +3.73% +3.17%
2022
 -17.26% -16.23%
2021
 +16.29% +15.40%
2020
 +8.50% +10.03%
2019
 +19.75% +22.55%
2018
 -5.32% -5.90%
2017
 +11.54% +16.49%
2016
 +6.00% +8.48%
2015
 +0.12% -1.63%
2014
 +9.22% +9.01%
2013
 +9.31% +12.49%
2012
 +12.49% +14.20%
2011
 +3.71% +1.01%
2010
 +13.25% +14.47%
2009
 +19.70% +25.30%
2008
 -21.62% -26.02%
2007
 +3.53% +5.18%
2006
 +16.27% +20.06%
2005
 +7.29% +9.86%
2004
 +15.00% +14.78%
2003
 +23.73% +29.73%
2002
 -1.46% -5.70%
2001
 -0.90% +5.85%
2000
 +6.11% +2.46%
1999
 +10.50% +12.48%
1998
 +8.26% +5.92%
1997
 +14.11% +15.13%
1996
 +12.88% +18.95%
1995
 +18.62% +20.20%
1994
 -1.54% -3.17%
1993
 +17.13% +23.51%
1992
 +4.96% +4.84%
1991
 +22.28% +33.86%
1990
 -5.87% -5.42%
1989
 +15.85% +26.07%
1988
 +14.06% +16.73%
1987
 +6.15% -0.94%
1986
 +26.12% +18.93%
1985
 +30.93% +27.52%