John Wasik Nano vs Stocks/Bonds 40/60 Momentum 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 Stocks/Bonds 40/60 Momentum Portfolio obtained a 7.77% compound annual return, with a 6.87% standard deviation, in the last 30 Years.

Summary

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John Wasik Nano Portfolio Stocks/Bonds 40/60 Momentum Portfolio
Risk High Medium
Asset Allocation Stocks 60% 40%
Fixed Income 40% 60%
Commodities 0% 0%
30 Years Stats Return +7.04% +7.77%
Std Dev 9.55% 6.87%
Max Drawdown -36.66% -21.11%

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
Stocks/Bonds 40/60 Momentum Portfolio -2.58 -3.20 -3.55 +2.91 +5.58 +7.77 +9.08
(*) 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).

Stocks/Bonds 40/60 Momentum Portfolio: an investment of 1000$, since June 1993, now would be worth 9435.68$, with a total return of 843.57% (7.77% 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).

Stocks/Bonds 40/60 Momentum Portfolio: an investment of 1000$, since January 1985, now would be worth 28223.68$, with a total return of 2722.37% (9.08% annualized).

Drawdowns

Drawdown comparison chart since May 1993.

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John Wasik Nano Portfolio
Stocks/Bonds 40/60 Momentum Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-36.66% Nov 2007 Feb 2009
-22.12% Jan 2022 Sep 2022
-21.11% Nov 2021 Sep 2022
-20.54% Nov 2007 Feb 2009
-13.34% Feb 2020 Mar 2020
-9.69% May 2011 Sep 2011
-8.48% Feb 2001 Sep 2002
-8.33% Jul 1998 Aug 1998
-7.38% Feb 1994 Nov 1994
-7.24% Jun 2002 Oct 2002
-7.18% Sep 2018 Dec 2018
-7.10% Feb 2020 Mar 2020
-6.01% Feb 2001 Sep 2001
-5.91% Feb 1994 Jun 1994
-5.89% Oct 2018 Dec 2018
-5.73% Mar 2015 Sep 2015
-5.67% Apr 2004 Apr 2004
-5.04% May 2013 Aug 2013
-4.38% Jun 2007 Jul 2007
-4.13% Aug 1998 Aug 1998

Drawdown comparison chart since January 1985.

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John Wasik Nano Portfolio
Stocks/Bonds 40/60 Momentum Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-36.66% Nov 2007 Feb 2009
-22.12% Jan 2022 Sep 2022
-21.11% Nov 2021 Sep 2022
-20.54% Nov 2007 Feb 2009
-13.77% Sep 1987 Nov 1987
-13.34% Feb 2020 Mar 2020
-11.90% Sep 1987 Nov 1987
-11.67% Jan 1990 Sep 1990
-9.69% May 2011 Sep 2011
-8.48% Feb 2001 Sep 2002
-8.33% Jul 1998 Aug 1998
-7.38% Feb 1994 Nov 1994
-7.24% Jun 2002 Oct 2002
-7.18% Sep 2018 Dec 2018
-7.10% Feb 2020 Mar 2020
-6.01% Feb 2001 Sep 2001
-5.91% Feb 1994 Jun 1994
-5.89% Oct 2018 Dec 2018
-5.73% Mar 2015 Sep 2015
-5.67% Apr 2004 Apr 2004

Yearly Returns

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

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Year John Wasik Nano Portfolio Stocks/Bonds 40/60 Momentum Portfolio
2023
 +3.73% -1.19%
2022
 -17.26% -15.17%
2021
 +16.29% +4.23%
2020
 +8.50% +16.57%
2019
 +19.75% +16.20%
2018
 -5.32% -0.73%
2017
 +11.54% +17.14%
2016
 +6.00% +3.51%
2015
 +0.12% +3.91%
2014
 +9.22% +9.34%
2013
 +9.31% +12.57%
2012
 +12.49% +7.87%
2011
 +3.71% +7.13%
2010
 +13.25% +10.93%
2009
 +19.70% +9.16%
2008
 -21.62% -12.27%
2007
 +3.53% +11.21%
2006
 +16.27% +6.78%
2005
 +7.29% +9.09%
2004
 +15.00% +9.22%
2003
 +23.73% +12.78%
2002
 -1.46% +0.04%
2001
 -0.90% -1.88%
2000
 +6.11% +2.99%
1999
 +10.50% +15.71%
1998
 +8.26% +24.65%
1997
 +14.11% +20.41%
1996
 +12.88% +14.08%
1995
 +18.62% +27.84%
1994
 -1.54% -2.03%
1993
 +17.13% +11.10%
1992
 +4.96% +6.01%
1991
 +22.28% +23.91%
1990
 -5.87% +5.79%
1989
 +15.85% +25.29%
1988
 +14.06% +7.24%
1987
 +6.15% +1.86%
1986
 +26.12% +18.14%
1985
 +30.93% +26.30%