John Wasik Nano vs Time Inc Tilt Toward Value 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 Time Inc Tilt Toward Value Portfolio obtained a 7.25% compound annual return, with a 9.29% standard deviation, in the last 30 Years.

Summary

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John Wasik Nano Portfolio Time Inc Tilt Toward Value Portfolio
Risk High High
Asset Allocation Stocks 60% 60%
Fixed Income 40% 40%
Commodities 0% 0%
30 Years Stats Return +7.04% +7.25%
Std Dev 9.55% 9.29%
Max Drawdown -36.66% -34.63%

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
Time Inc Tilt Toward Value Portfolio -1.51 +0.14 -2.61 +4.47 +5.80 +7.25 +8.82
(*) 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).

Time Inc Tilt Toward Value Portfolio: an investment of 1000$, since June 1993, now would be worth 8163.29$, with a total return of 716.33% (7.25% 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).

Time Inc Tilt Toward Value Portfolio: an investment of 1000$, since January 1985, now would be worth 25674.32$, with a total return of 2467.43% (8.82% annualized).

Drawdowns

Drawdown comparison chart since May 1993.

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John Wasik Nano Portfolio
Time Inc Tilt Toward Value Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-36.66% Nov 2007 Feb 2009
-34.63% Nov 2007 Feb 2009
-22.12% Jan 2022 Sep 2022
-20.45% Jan 2022 Sep 2022
-13.65% Jan 2020 Mar 2020
-13.34% Feb 2020 Mar 2020
-12.06% Feb 2001 Sep 2002
-10.48% May 2011 Sep 2011
-9.69% May 2011 Sep 2011
-9.30% Jul 1998 Aug 1998
-8.33% Jul 1998 Aug 1998
-7.55% Sep 2018 Dec 2018
-7.38% Feb 1994 Nov 1994
-7.24% Jun 2002 Oct 2002
-7.18% Sep 2018 Dec 2018
-6.01% Feb 2001 Sep 2001
-5.73% Mar 2015 Sep 2015
-5.68% Mar 2015 Sep 2015
-5.67% Apr 2004 Apr 2004
-5.58% Feb 1994 Nov 1994

Drawdown comparison chart since January 1985.

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John Wasik Nano Portfolio
Time Inc Tilt Toward Value Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-36.66% Nov 2007 Feb 2009
-34.63% Nov 2007 Feb 2009
-22.12% Jan 2022 Sep 2022
-20.45% Jan 2022 Sep 2022
-14.41% Sep 1987 Nov 1987
-13.65% Jan 2020 Mar 2020
-13.34% Feb 2020 Mar 2020
-12.06% Feb 2001 Sep 2002
-11.90% Sep 1987 Nov 1987
-11.67% Jan 1990 Sep 1990
-10.60% Jan 1990 Sep 1990
-10.48% May 2011 Sep 2011
-9.69% May 2011 Sep 2011
-9.30% Jul 1998 Aug 1998
-8.33% Jul 1998 Aug 1998
-7.55% Sep 2018 Dec 2018
-7.38% Feb 1994 Nov 1994
-7.24% Jun 2002 Oct 2002
-7.18% Sep 2018 Dec 2018
-6.01% Feb 2001 Sep 2001

Yearly Returns

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

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Year John Wasik Nano Portfolio Time Inc Tilt Toward Value Portfolio
2023
 +3.73% +3.54%
2022
 -17.26% -15.72%
2021
 +16.29% +13.78%
2020
 +8.50% +9.48%
2019
 +19.75% +19.75%
2018
 -5.32% -4.70%
2017
 +11.54% +12.64%
2016
 +6.00% +8.44%
2015
 +0.12% -0.49%
2014
 +9.22% +9.15%
2013
 +9.31% +13.63%
2012
 +12.49% +12.28%
2011
 +3.71% +2.21%
2010
 +13.25% +13.64%
2009
 +19.70% +20.60%
2008
 -21.62% -20.90%
2007
 +3.53% +4.31%
2006
 +16.27% +15.11%
2005
 +7.29% +6.98%
2004
 +15.00% +13.17%
2003
 +23.73% +22.49%
2002
 -1.46% -5.34%
2001
 -0.90% -0.93%
2000
 +6.11% +3.38%
1999
 +10.50% +10.63%
1998
 +8.26% +11.41%
1997
 +14.11% +15.12%
1996
 +12.88% +13.03%
1995
 +18.62% +21.70%
1994
 -1.54% -0.98%
1993
 +17.13% +15.63%
1992
 +4.96% +7.03%
1991
 +22.28% +23.14%
1990
 -5.87% -4.76%
1989
 +15.85% +17.35%
1988
 +14.06% +15.07%
1987
 +6.15% +5.60%
1986
 +26.12% +22.92%
1985
 +30.93% +30.01%