John Wasik Nano vs Betterment Robo Advisor 50 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 Betterment Robo Advisor 50 Portfolio obtained a 7.29% compound annual return, with a 9.24% standard deviation, in the last 30 Years.

Summary

Swipe left to see all data
John Wasik Nano Portfolio Betterment Robo Advisor 50 Portfolio
Risk High Medium
Asset Allocation Stocks 60% 49.9%
Fixed Income 40% 50.1%
Commodities 0% 0%
30 Years Stats Return +7.04% +7.29%
Std Dev 9.55% 9.24%
Max Drawdown -36.66% -30.72%

Last Update: 31 May 2023

Historical Returns as of May 31, 2023

Comparison period starts from January 1985

Swipe left to see all data
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
Betterment Robo Advisor 50 Portfolio -1.56 +0.54 -1.92 +3.12 +4.65 +7.29 +9.09
(*) 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).

Betterment Robo Advisor 50 Portfolio: an investment of 1000$, since June 1993, now would be worth 8248.08$, with a total return of 724.81% (7.29% 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).

Betterment Robo Advisor 50 Portfolio: an investment of 1000$, since January 1985, now would be worth 28320.41$, with a total return of 2732.04% (9.09% annualized).

Drawdowns

Drawdown comparison chart since May 1993.

Swipe left to see all data
John Wasik Nano Portfolio
Betterment Robo Advisor 50 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-36.66% Nov 2007 Feb 2009
-30.72% Nov 2007 Feb 2009
-22.12% Jan 2022 Sep 2022
-20.25% Jan 2022 Sep 2022
-13.34% Feb 2020 Mar 2020
-13.31% Jan 2020 Mar 2020
-12.79% May 1998 Aug 1998
-10.86% May 2002 Sep 2002
-9.69% May 2011 Sep 2011
-9.49% May 2011 Sep 2011
-8.54% Feb 2001 Sep 2001
-8.33% Jul 1998 Aug 1998
-7.45% Feb 2018 Dec 2018
-7.38% Feb 1994 Nov 1994
-7.31% Feb 1994 Jun 1994
-7.24% Jun 2002 Oct 2002
-7.18% Sep 2018 Dec 2018
-7.06% May 2015 Jan 2016
-6.01% Feb 2001 Sep 2001
-5.73% Mar 2015 Sep 2015

Drawdown comparison chart since January 1985.

Swipe left to see all data
John Wasik Nano Portfolio
Betterment Robo Advisor 50 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-36.66% Nov 2007 Feb 2009
-30.72% Nov 2007 Feb 2009
-22.12% Jan 2022 Sep 2022
-20.25% Jan 2022 Sep 2022
-14.26% Sep 1987 Nov 1987
-13.34% Feb 2020 Mar 2020
-13.31% Jan 2020 Mar 2020
-12.79% May 1998 Aug 1998
-11.90% Sep 1987 Nov 1987
-11.67% Jan 1990 Sep 1990
-11.61% Aug 1990 Sep 1990
-10.86% May 2002 Sep 2002
-9.69% May 2011 Sep 2011
-9.49% May 2011 Sep 2011
-8.54% Feb 2001 Sep 2001
-8.33% Jul 1998 Aug 1998
-7.55% Jan 1990 Apr 1990
-7.45% Feb 2018 Dec 2018
-7.38% Feb 1994 Nov 1994
-7.31% Feb 1994 Jun 1994

Yearly Returns

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

Swipe left to see all data
Year John Wasik Nano Portfolio Betterment Robo Advisor 50 Portfolio
2023
 +3.73% +3.45%
2022
 -17.26% -14.79%
2021
 +16.29% +7.95%
2020
 +8.50% +9.50%
2019
 +19.75% +17.41%
2018
 -5.32% -5.36%
2017
 +11.54% +14.19%
2016
 +6.00% +8.00%
2015
 +0.12% -1.55%
2014
 +9.22% +5.47%
2013
 +9.31% +10.19%
2012
 +12.49% +13.19%
2011
 +3.71% +1.17%
2010
 +13.25% +11.61%
2009
 +19.70% +23.06%
2008
 -21.62% -19.44%
2007
 +3.53% +8.19%
2006
 +16.27% +13.22%
2005
 +7.29% +9.54%
2004
 +15.00% +12.75%
2003
 +23.73% +24.96%
2002
 -1.46% -2.56%
2001
 -0.90% +1.49%
2000
 +6.11% +1.53%
1999
 +10.50% +17.87%
1998
 +8.26% +8.83%
1997
 +14.11% +10.06%
1996
 +12.88% +13.19%
1995
 +18.62% +20.93%
1994
 -1.54% -3.66%
1993
 +17.13% +24.85%
1992
 +4.96% +5.53%
1991
 +22.28% +30.42%
1990
 -5.87% -2.59%
1989
 +15.85% +24.37%
1988
 +14.06% +16.22%
1987
 +6.15% +0.64%
1986
 +26.12% +21.70%
1985
 +30.93% +30.70%