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 DFA Dimensional 2030 Retirement Income Portfolio obtained a 7.25% compound annual return, with a 9.17% standard deviation, in the last 30 Years.
Summary
| John Wasik Nano Portfolio | DFA Dimensional 2030 Retirement Income Portfolio | ||
|---|---|---|---|
| Risk | High | High | |
| Asset Allocation | Stocks | 60% | 55.9% |
| Fixed Income | 40% | 44.1% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +7.04% | +7.25% |
| Std Dev | 9.55% | 9.17% | |
| Max Drawdown | -36.66% | -31.78% | |
Last Update: 31 May 2023
Historical Returns as of May 31, 2023
Comparison period starts from January 1985
| 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 |
| DFA Dimensional 2030 Retirement Income Portfolio | -1.05 | +2.01 | -1.37 | +5.04 | +5.75 | +7.25 | +9.06 |
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).
DFA Dimensional 2030 Retirement Income Portfolio: an investment of 1000$, since June 1993, now would be worth 8171.95$, with a total return of 717.19% (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).
DFA Dimensional 2030 Retirement Income Portfolio: an investment of 1000$, since January 1985, now would be worth 27941.11$, with a total return of 2694.11% (9.06% annualized).
Drawdowns
Drawdown comparison chart since May 1993.
John Wasik Nano Portfolio |
DFA Dimensional 2030 Retirement Income Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -36.66% | Nov 2007 | Feb 2009 | |||
| -31.78% | Nov 2007 | Feb 2009 | |||
| -22.12% | Jan 2022 | Sep 2022 | |||
| -20.34% | Jan 2022 | Sep 2022 | |||
| -15.10% | Sep 2000 | Sep 2002 | |||
| -13.34% | Feb 2020 | Mar 2020 | |||
| -11.58% | Feb 2020 | Mar 2020 | |||
| -9.69% | May 2011 | Sep 2011 | |||
| -9.50% | May 2011 | Sep 2011 | |||
| -8.33% | Jul 1998 | Aug 1998 | |||
| -8.22% | Jul 1998 | Aug 1998 | |||
| -7.57% | Feb 2018 | Dec 2018 | |||
| -7.38% | Feb 1994 | Nov 1994 | |||
| -7.24% | Jun 2002 | Oct 2002 | |||
| -7.18% | Sep 2018 | Dec 2018 | |||
| -7.01% | May 2015 | Jan 2016 | |||
| -6.92% | Feb 1994 | Jun 1994 | |||
| -6.01% | Feb 2001 | Sep 2001 | |||
| -5.73% | Mar 2015 | Sep 2015 | |||
| -5.67% | Apr 2004 | Apr 2004 | |||
Drawdown comparison chart since January 1985.
John Wasik Nano Portfolio |
DFA Dimensional 2030 Retirement Income Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -36.66% | Nov 2007 | Feb 2009 | |||
| -31.78% | Nov 2007 | Feb 2009 | |||
| -22.12% | Jan 2022 | Sep 2022 | |||
| -20.34% | Jan 2022 | Sep 2022 | |||
| -15.36% | Sep 1987 | Nov 1987 | |||
| -15.10% | Sep 2000 | Sep 2002 | |||
| -13.34% | Feb 2020 | Mar 2020 | |||
| -11.90% | Sep 1987 | Nov 1987 | |||
| -11.67% | Jan 1990 | Sep 1990 | |||
| -11.58% | Feb 2020 | Mar 2020 | |||
| -10.69% | Aug 1990 | Sep 1990 | |||
| -9.69% | May 2011 | Sep 2011 | |||
| -9.50% | May 2011 | Sep 2011 | |||
| -8.33% | Jul 1998 | Aug 1998 | |||
| -8.22% | Jul 1998 | Aug 1998 | |||
| -7.57% | Feb 2018 | Dec 2018 | |||
| -7.46% | Jan 1990 | Apr 1990 | |||
| -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.
| Year | John Wasik Nano Portfolio | DFA Dimensional 2030 Retirement Income Portfolio |
|---|---|---|
| 2023 |
+3.73% | +5.25% |
| 2022 |
-17.26% | -15.68% |
| 2021 |
+16.29% | +12.36% |
| 2020 |
+8.50% | +13.87% |
| 2019 |
+19.75% | +18.74% |
| 2018 |
-5.32% | -4.97% |
| 2017 |
+11.54% | +14.85% |
| 2016 |
+6.00% | +7.26% |
| 2015 |
+0.12% | -1.32% |
| 2014 |
+9.22% | +5.23% |
| 2013 |
+9.31% | +11.66% |
| 2012 |
+12.49% | +12.36% |
| 2011 |
+3.71% | +2.36% |
| 2010 |
+13.25% | +10.90% |
| 2009 |
+19.70% | +22.15% |
| 2008 |
-21.62% | -21.57% |
| 2007 |
+3.53% | +10.20% |
| 2006 |
+16.27% | +11.79% |
| 2005 |
+7.29% | +7.33% |
| 2004 |
+15.00% | +11.75% |
| 2003 |
+23.73% | +22.57% |
| 2002 |
-1.46% | -4.09% |
| 2001 |
-0.90% | -3.94% |
| 2000 |
+6.11% | -0.49% |
| 1999 |
+10.50% | +15.39% |
| 1998 |
+8.26% | +15.08% |
| 1997 |
+14.11% | +14.36% |
| 1996 |
+12.88% | +10.23% |
| 1995 |
+18.62% | +22.89% |
| 1994 |
-1.54% | -1.78% |
| 1993 |
+17.13% | +19.97% |
| 1992 |
+4.96% | +3.96% |
| 1991 |
+22.28% | +26.29% |
| 1990 |
-5.87% | -2.02% |
| 1989 |
+15.85% | +23.94% |
| 1988 |
+14.06% | +14.85% |
| 1987 |
+6.15% | +4.04% |
| 1986 |
+26.12% | +23.82% |
| 1985 |
+30.93% | +31.63% |
