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
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
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 |
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.
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.
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.
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% |