John Wasik Nano vs Stocks/Bonds 60/40 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 60/40 Portfolio obtained a 7.93% compound annual return, with a 9.46% standard deviation, in the last 30 Years.

Summary

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John Wasik Nano Portfolio Stocks/Bonds 60/40 Portfolio
Risk High High
Asset Allocation Stocks 60% 60%
Fixed Income 40% 40%
Commodities 0% 0%
30 Years Stats Return +7.04% +7.93%
Std Dev 9.55% 9.46%
Max Drawdown -36.66% -30.55%

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 60/40 Portfolio -0.19 +2.20 +0.36 +6.52 +7.55 +7.93 +9.17
(*) 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 60/40 Portfolio: an investment of 1000$, since June 1993, now would be worth 9869.65$, with a total return of 886.96% (7.93% 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 60/40 Portfolio: an investment of 1000$, since January 1985, now would be worth 29068.33$, with a total return of 2806.83% (9.17% annualized).

Drawdowns

Drawdown comparison chart since May 1993.

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John Wasik Nano Portfolio
Stocks/Bonds 60/40 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-36.66% Nov 2007 Feb 2009
-30.55% Nov 2007 Feb 2009
-22.12% Jan 2022 Sep 2022
-21.56% Sep 2000 Sep 2002
-20.69% Jan 2022 Sep 2022
-13.34% Feb 2020 Mar 2020
-12.29% Feb 2020 Mar 2020
-10.18% Jul 1998 Aug 1998
-9.69% May 2011 Sep 2011
-9.00% May 2011 Sep 2011
-8.38% Sep 2018 Dec 2018
-8.33% Jul 1998 Aug 1998
-7.38% Feb 1994 Nov 1994
-7.24% Jun 2002 Oct 2002
-7.18% Sep 2018 Dec 2018
-6.47% Feb 1994 Jun 1994
-6.01% Feb 2001 Sep 2001
-5.73% Mar 2015 Sep 2015
-5.67% Apr 2004 Apr 2004
-5.35% Apr 2000 May 2000

Drawdown comparison chart since January 1985.

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John Wasik Nano Portfolio
Stocks/Bonds 60/40 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-36.66% Nov 2007 Feb 2009
-30.55% Nov 2007 Feb 2009
-22.12% Jan 2022 Sep 2022
-21.56% Sep 2000 Sep 2002
-20.69% Jan 2022 Sep 2022
-19.17% Sep 1987 Nov 1987
-13.34% Feb 2020 Mar 2020
-12.29% Feb 2020 Mar 2020
-11.90% Sep 1987 Nov 1987
-11.67% Jan 1990 Sep 1990
-10.18% Jul 1998 Aug 1998
-9.69% May 2011 Sep 2011
-9.00% May 2011 Sep 2011
-8.52% Jul 1990 Oct 1990
-8.38% Sep 2018 Dec 2018
-8.33% Jul 1998 Aug 1998
-7.38% Feb 1994 Nov 1994
-7.24% Jun 2002 Oct 2002
-7.18% Sep 2018 Dec 2018
-6.47% Feb 1994 Jun 1994

Yearly Returns

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

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Year John Wasik Nano Portfolio Stocks/Bonds 60/40 Portfolio
2023
 +3.73% +6.24%
2022
 -17.26% -16.95%
2021
 +16.29% +14.66%
2020
 +8.50% +15.70%
2019
 +19.75% +21.94%
2018
 -5.32% -3.17%
2017
 +11.54% +14.15%
2016
 +6.00% +8.71%
2015
 +0.12% +0.44%
2014
 +9.22% +9.85%
2013
 +9.31% +19.23%
2012
 +12.49% +11.13%
2011
 +3.71% +3.75%
2010
 +13.25% +12.93%
2009
 +19.70% +18.79%
2008
 -21.62% -19.44%
2007
 +3.53% +5.99%
2006
 +16.27% +11.12%
2005
 +7.29% +4.74%
2004
 +15.00% +9.37%
2003
 +23.73% +20.04%
2002
 -1.46% -8.98%
2001
 -0.90% -3.21%
2000
 +6.11% -1.79%
1999
 +10.50% +13.98%
1998
 +8.26% +17.39%
1997
 +14.11% +22.37%
1996
 +12.88% +14.01%
1995
 +18.62% +28.74%
1994
 -1.54% -1.16%
1993
 +17.13% +10.25%
1992
 +4.96% +8.32%
1991
 +22.28% +25.53%
1990
 -5.87% -0.19%
1989
 +15.85% +22.33%
1988
 +14.06% +13.33%
1987
 +6.15% +2.18%
1986
 +26.12% +14.79%
1985
 +30.93% +27.66%