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 Tyler Golden Butterfly Portfolio obtained a 7.52% compound annual return, with a 7.52% standard deviation, in the last 30 Years.
Summary
John Wasik Nano Portfolio | Tyler Golden Butterfly Portfolio | ||
---|---|---|---|
Risk | High | High | |
Asset Allocation | Stocks | 60% | 40% |
Fixed Income | 40% | 40% | |
Commodities | 0% | 20% | |
30 Years Stats | Return | +7.04% | +7.52% |
Std Dev | 9.55% | 7.52% | |
Max Drawdown | -36.66% | -17.79% |
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 |
Tyler Golden Butterfly Portfolio | -1.57 | +1.35 | -1.61 | +4.68 | +5.50 | +7.52 | +8.54 |
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).
Tyler Golden Butterfly Portfolio: an investment of 1000$, since June 1993, now would be worth 8793.91$, with a total return of 779.39% (7.52% 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).
Tyler Golden Butterfly Portfolio: an investment of 1000$, since January 1985, now would be worth 23281.94$, with a total return of 2228.19% (8.54% annualized).
Drawdowns
Drawdown comparison chart since May 1993.
John Wasik Nano Portfolio |
Tyler Golden Butterfly Portfolio |
||||
---|---|---|---|---|---|
Drawdown | Start | Bottom | Drawdown | Start | Bottom |
-36.66% | Nov 2007 | Feb 2009 | |||
-22.12% | Jan 2022 | Sep 2022 | |||
-17.79% | Jan 2022 | Sep 2022 | |||
-14.81% | Mar 2008 | Feb 2009 | |||
-13.34% | Feb 2020 | Mar 2020 | |||
-9.69% | May 2011 | Sep 2011 | |||
-9.44% | May 1998 | Aug 1998 | |||
-8.33% | Jul 1998 | Aug 1998 | |||
-7.38% | Feb 1994 | Nov 1994 | |||
-7.24% | Jun 2002 | Oct 2002 | |||
-7.18% | Sep 2018 | Dec 2018 | |||
-7.16% | Feb 2020 | Mar 2020 | |||
-6.86% | Jun 2002 | Jul 2002 | |||
-6.37% | Sep 2018 | Dec 2018 | |||
-6.25% | Feb 2015 | Sep 2015 | |||
-6.01% | Feb 2001 | Sep 2001 | |||
-5.73% | Mar 2015 | Sep 2015 | |||
-5.67% | Apr 2004 | Apr 2004 | |||
-5.04% | May 2013 | Aug 2013 | |||
-4.99% | Feb 2001 | Mar 2001 |
Drawdown comparison chart since January 1985.
John Wasik Nano Portfolio |
Tyler Golden Butterfly Portfolio |
||||
---|---|---|---|---|---|
Drawdown | Start | Bottom | Drawdown | Start | Bottom |
-36.66% | Nov 2007 | Feb 2009 | |||
-22.12% | Jan 2022 | Sep 2022 | |||
-17.79% | Jan 2022 | Sep 2022 | |||
-14.81% | Mar 2008 | Feb 2009 | |||
-13.34% | Feb 2020 | Mar 2020 | |||
-11.90% | Sep 1987 | Nov 1987 | |||
-11.67% | Jan 1990 | Sep 1990 | |||
-10.93% | Sep 1987 | Nov 1987 | |||
-9.69% | May 2011 | Sep 2011 | |||
-9.44% | May 1998 | Aug 1998 | |||
-8.33% | Jul 1998 | Aug 1998 | |||
-7.94% | Jan 1990 | Oct 1990 | |||
-7.38% | Feb 1994 | Nov 1994 | |||
-7.24% | Jun 2002 | Oct 2002 | |||
-7.18% | Sep 2018 | Dec 2018 | |||
-7.16% | Feb 2020 | Mar 2020 | |||
-6.86% | Jun 2002 | Jul 2002 | |||
-6.37% | Sep 2018 | Dec 2018 | |||
-6.25% | Feb 2015 | Sep 2015 | |||
-6.01% | Feb 2001 | Sep 2001 |
Yearly Returns
Yearly return comparison. Common historical serie start from January 1985.
Year | John Wasik Nano Portfolio | Tyler Golden Butterfly Portfolio |
---|---|---|
2023 |
+3.73% | +3.71% |
2022 |
-17.26% | -13.35% |
2021 |
+16.29% | +9.35% |
2020 |
+8.50% | +13.93% |
2019 |
+19.75% | +18.03% |
2018 |
-5.32% | -4.03% |
2017 |
+11.54% | +10.96% |
2016 |
+6.00% | +10.82% |
2015 |
+0.12% | -3.71% |
2014 |
+9.22% | +9.13% |
2013 |
+9.31% | +6.26% |
2012 |
+12.49% | +8.84% |
2011 |
+3.71% | +8.86% |
2010 |
+13.25% | +16.54% |
2009 |
+19.70% | +10.77% |
2008 |
-21.62% | -4.18% |
2007 |
+3.53% | +9.58% |
2006 |
+16.27% | +12.44% |
2005 |
+7.29% | +8.04% |
2004 |
+15.00% | +9.88% |
2003 |
+23.73% | +18.85% |
2002 |
-1.46% | +3.15% |
2001 |
-0.90% | +2.71% |
2000 |
+6.11% | +6.88% |
1999 |
+10.50% | +4.24% |
1998 |
+8.26% | +8.03% |
1997 |
+14.11% | +13.09% |
1996 |
+12.88% | +8.18% |
1995 |
+18.62% | +21.86% |
1994 |
-1.54% | -1.98% |
1993 |
+17.13% | +14.50% |
1992 |
+4.96% | +9.15% |
1991 |
+22.28% | +19.14% |
1990 |
-5.87% | -2.51% |
1989 |
+15.85% | +14.78% |
1988 |
+14.06% | +9.18% |
1987 |
+6.15% | +5.10% |
1986 |
+26.12% | +17.75% |
1985 |
+30.93% | +25.09% |