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 JL Collins Simple Path to Wealth Portfolio obtained a 8.66% compound annual return, with a 11.60% standard deviation, in the last 30 Years.
Summary
| John Wasik Nano Portfolio | JL Collins Simple Path to Wealth Portfolio | ||
|---|---|---|---|
| Risk | High | High | |
| Asset Allocation | Stocks | 60% | 75% |
| Fixed Income | 40% | 25% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +7.04% | +8.66% |
| Std Dev | 9.55% | 11.60% | |
| Max Drawdown | -36.66% | -38.53% | |
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 |
| JL Collins Simple Path to Wealth Portfolio | +0.04 | +2.31 | +1.04 | +7.85 | +9.02 | +8.66 | +9.86 |
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).
JL Collins Simple Path to Wealth Portfolio: an investment of 1000$, since June 1993, now would be worth 12087.36$, with a total return of 1108.74% (8.66% 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).
JL Collins Simple Path to Wealth Portfolio: an investment of 1000$, since January 1985, now would be worth 37105.41$, with a total return of 3610.54% (9.86% annualized).
Drawdowns
Drawdown comparison chart since May 1993.
John Wasik Nano Portfolio |
JL Collins Simple Path to Wealth Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -38.53% | Nov 2007 | Feb 2009 | |||
| -36.66% | Nov 2007 | Feb 2009 | |||
| -30.50% | Sep 2000 | Sep 2002 | |||
| -22.24% | Jan 2022 | Sep 2022 | |||
| -22.12% | Jan 2022 | Sep 2022 | |||
| -15.46% | Feb 2020 | Mar 2020 | |||
| -13.34% | Feb 2020 | Mar 2020 | |||
| -13.02% | Jul 1998 | Aug 1998 | |||
| -12.27% | May 2011 | Sep 2011 | |||
| -10.58% | Oct 2018 | Dec 2018 | |||
| -9.69% | May 2011 | Sep 2011 | |||
| -8.33% | Jul 1998 | Aug 1998 | |||
| -7.38% | Feb 1994 | Nov 1994 | |||
| -7.24% | Jun 2002 | Oct 2002 | |||
| -7.18% | Sep 2018 | Dec 2018 | |||
| -6.83% | Feb 1994 | Jun 1994 | |||
| -6.60% | Jun 2015 | Sep 2015 | |||
| -6.51% | Apr 2000 | May 2000 | |||
| -6.01% | Feb 2001 | Sep 2001 | |||
| -5.73% | Mar 2015 | Sep 2015 | |||
Drawdown comparison chart since January 1985.
John Wasik Nano Portfolio |
JL Collins Simple Path to Wealth Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -38.53% | Nov 2007 | Feb 2009 | |||
| -36.66% | Nov 2007 | Feb 2009 | |||
| -30.50% | Sep 2000 | Sep 2002 | |||
| -23.27% | Sep 1987 | Nov 1987 | |||
| -22.24% | Jan 2022 | Sep 2022 | |||
| -22.12% | Jan 2022 | Sep 2022 | |||
| -15.46% | Feb 2020 | Mar 2020 | |||
| -13.34% | Feb 2020 | Mar 2020 | |||
| -13.02% | Jul 1998 | Aug 1998 | |||
| -12.27% | May 2011 | Sep 2011 | |||
| -11.90% | Sep 1987 | Nov 1987 | |||
| -11.67% | Jan 1990 | Sep 1990 | |||
| -11.23% | Jun 1990 | Oct 1990 | |||
| -10.58% | Oct 2018 | Dec 2018 | |||
| -9.69% | May 2011 | Sep 2011 | |||
| -8.33% | Jul 1998 | Aug 1998 | |||
| -7.38% | Feb 1994 | Nov 1994 | |||
| -7.24% | Jun 2002 | Oct 2002 | |||
| -7.18% | Sep 2018 | Dec 2018 | |||
| -6.83% | Feb 1994 | Jun 1994 | |||
Yearly Returns
Yearly return comparison. Common historical serie start from January 1985.
| Year | John Wasik Nano Portfolio | JL Collins Simple Path to Wealth Portfolio |
|---|---|---|
| 2023 |
+3.73% | +7.20% |
| 2022 |
-17.26% | -17.91% |
| 2021 |
+16.29% | +18.79% |
| 2020 |
+8.50% | +17.70% |
| 2019 |
+19.75% | +25.21% |
| 2018 |
-5.32% | -3.94% |
| 2017 |
+11.54% | +16.80% |
| 2016 |
+6.00% | +10.25% |
| 2015 |
+0.12% | +0.41% |
| 2014 |
+9.22% | +10.86% |
| 2013 |
+9.31% | +24.56% |
| 2012 |
+12.49% | +13.13% |
| 2011 |
+3.71% | +2.71% |
| 2010 |
+13.25% | +14.62% |
| 2009 |
+19.70% | +22.58% |
| 2008 |
-21.62% | -26.02% |
| 2007 |
+3.53% | +5.76% |
| 2006 |
+16.27% | +12.84% |
| 2005 |
+7.29% | +5.33% |
| 2004 |
+15.00% | +10.65% |
| 2003 |
+23.73% | +24.06% |
| 2002 |
-1.46% | -13.29% |
| 2001 |
-0.90% | -6.12% |
| 2000 |
+6.11% | -5.08% |
| 1999 |
+10.50% | +17.67% |
| 1998 |
+8.26% | +19.59% |
| 1997 |
+14.11% | +25.61% |
| 1996 |
+12.88% | +16.62% |
| 1995 |
+18.62% | +31.38% |
| 1994 |
-1.54% | -0.79% |
| 1993 |
+17.13% | +10.39% |
| 1992 |
+4.96% | +8.62% |
| 1991 |
+22.28% | +28.11% |
| 1990 |
-5.87% | -2.40% |
| 1989 |
+15.85% | +24.50% |
| 1988 |
+14.06% | +14.83% |
| 1987 |
+6.15% | +2.34% |
| 1986 |
+26.12% | +14.71% |
| 1985 |
+30.93% | +29.02% |
