Developed World ex-US Stocks vs John Wasik Nano Portfolio Comparison

Last Update: 31 March 2024

The Developed World ex-US Stocks Portfolio obtained a 5.15% compound annual return, with a 16.50% standard deviation, in the last 30 Years.

The John Wasik Nano Portfolio obtained a 7.34% compound annual return, with a 9.64% standard deviation, in the last 30 Years.

Summary

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Developed World ex-US Stocks Portfolio John Wasik Nano Portfolio
Portfolio Risk Very High High
Asset Allocation Stocks 100% 60%
Fixed Income 0% 40%
Commodities 0% 0%
30 Years Stats Return +5.15% +7.34%
Std Dev 16.50% 9.64%
Max Drawdown -57.00% -36.66%
All time Stats
(Since Jan 1985)		 Return +8.04% +8.76%
Std Dev 17.53% 9.54%
Max Drawdown -57.00% -36.66%
Last Update: 31 March 2024

Historical Returns as of Mar 31, 2024

Comparison period starts from January 1985

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1M 6M 1Y 5Y 10Y 30Y MAX
Developed World ex-US Stocks Portfolio +3.66 +16.93 +15.02 +7.39 +5.05 +5.15 +8.04
John Wasik Nano Portfolio +1.80 +13.22 +10.45 +5.73 +5.56 +7.34 +8.76
Return over 1 year are annualized.

Capital Growth as of Mar 31, 2024

Developed World ex-US Stocks Portfolio: an investment of 1$, since April 1994, now would be worth 4.52$, with a total return of 351.61% (5.15% annualized).

John Wasik Nano Portfolio: an investment of 1$, since April 1994, now would be worth 8.37$, with a total return of 737.34% (7.34% annualized).

Developed World ex-US Stocks Portfolio: an investment of 1$, since January 1985, now would be worth 20.79$, with a total return of 1979.01% (8.04% annualized).

John Wasik Nano Portfolio: an investment of 1$, since January 1985, now would be worth 26.98$, with a total return of 2597.81% (8.76% annualized).

Drawdowns

Drawdown comparison chart since April 1994.

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Developed World ex-US Stocks Portfolio
John Wasik Nano Portfolio
Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index		 Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index
-57.00% Nov 2007 Feb 2009 (16) May 2014 (79) 27.54
-48.19% Jan 2000 Mar 2003 (39) Sep 2005 (69) 26.73
-36.66% Nov 2007 Feb 2009 (16) Oct 2010 (36) 16.28
-28.08% Sep 2021 Sep 2022 (13) Feb 2024 (30) 11.60
-24.14% Feb 2018 Mar 2020 (26) Nov 2020 (34) 10.04
-22.12% Jan 2022 Sep 2022 (9) In progress (27) 12.49
-17.94% Jul 2014 Feb 2016 (20) Apr 2017 (34) 8.32
-14.47% Jun 1998 Sep 1998 (4) Dec 1998 (7) 7.17
-13.34% Feb 2020 Mar 2020 (2) Aug 2020 (7) 6.12
-13.15% Sep 1994 Feb 1995 (6) Mar 1996 (19) 5.48
-11.23% Aug 1997 Dec 1997 (5) Mar 1998 (8) 6.96
-9.69% May 2011 Sep 2011 (5) Jan 2012 (9) 3.98
-8.33% Jul 1998 Aug 1998 (2) Dec 1998 (6) 4.06
-7.24% Jun 2002 Oct 2002 (5) May 2003 (12) 4.79
-7.18% Sep 2018 Dec 2018 (4) Mar 2019 (7) 3.33
-6.01% Feb 2001 Sep 2001 (8) Apr 2002 (15) 3.09
-5.79% May 1996 Jan 1997 (9) May 1997 (13) 3.32
-5.73% Mar 2015 Sep 2015 (7) May 2016 (15) 2.97
-5.67% Apr 2004 Apr 2004 (1) Sep 2004 (6) 2.88
-5.04% May 2013 Aug 2013 (4) Oct 2013 (6) 2.95

Drawdown comparison chart since January 1985.

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Developed World ex-US Stocks Portfolio
John Wasik Nano Portfolio
Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index		 Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index
-57.00% Nov 2007 Feb 2009 (16) May 2014 (79) 27.54
-48.19% Jan 2000 Mar 2003 (39) Sep 2005 (69) 26.73
-36.66% Nov 2007 Feb 2009 (16) Oct 2010 (36) 16.28
-31.21% Jan 1990 Sep 1990 (9) Jan 1994 (49) 20.31
-28.08% Sep 2021 Sep 2022 (13) Feb 2024 (30) 11.60
-24.14% Feb 2018 Mar 2020 (26) Nov 2020 (34) 10.04
-22.12% Jan 2022 Sep 2022 (9) In progress (27) 12.49
-17.94% Jul 2014 Feb 2016 (20) Apr 2017 (34) 8.32
-14.47% Jun 1998 Sep 1998 (4) Dec 1998 (7) 7.17
-13.46% Sep 1987 Oct 1987 (2) Mar 1988 (7) 8.36
-13.34% Feb 2020 Mar 2020 (2) Aug 2020 (7) 6.12
-13.15% Sep 1994 Feb 1995 (6) Mar 1996 (19) 5.48
-11.90% Sep 1987 Nov 1987 (3) Sep 1988 (13) 5.32
-11.67% Jan 1990 Sep 1990 (9) Feb 1991 (14) 5.93
-11.23% Aug 1997 Dec 1997 (5) Mar 1998 (8) 6.96
-9.69% May 2011 Sep 2011 (5) Jan 2012 (9) 3.98
-9.43% May 1988 Aug 1988 (4) Nov 1988 (7) 4.81
-8.70% Sep 1986 Oct 1986 (2) Dec 1986 (4) 4.29
-8.33% Jul 1998 Aug 1998 (2) Dec 1998 (6) 4.06
-7.94% Mar 1989 Jun 1989 (4) Jul 1989 (5) 4.12

Yearly Returns

For each year, the following table provides the return and intra-year drawdown.
The highlighted returns represent the highest values for that specific year.
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Year Return Drawdown Return Drawdown
2024
+5.35%
 -1.09%
+2.53%
 -0.84%
2023
+17.94%
 -10.71%
+12.98%
 -8.30%
2022
-15.36%
 -27.52%
-17.26%
 -22.12%
2021
+11.67%
 -4.89%
+16.29%
 -3.22%
2020
+9.74%
 -23.99%
+8.50%
 -13.34%
2019
+22.62%
 -5.21%
+19.75%
 -1.71%
2018
-14.75%
 -18.62%
-5.32%
 -7.18%
2017
+26.42%
 0.00%
+11.54%
 0.00%
2016
+2.67%
 -8.44%
+6.00%
 -3.76%
2015
-0.38%
 -12.39%
+0.12%
 -5.73%
2014
-5.98%
 -10.04%
+9.22%
 -3.12%
2013
+21.83%
 -5.66%
+9.31%
 -5.04%
2012
+18.56%
 -13.28%
+12.49%
 -3.95%
2011
-12.30%
 -23.95%
+3.71%
 -9.69%
2010
+8.35%
 -15.54%
+13.25%
 -6.63%
2009
+27.49%
 -22.68%
+19.70%
 -15.95%
2008
-40.65%
 -45.54%
-21.62%
 -27.92%
2007
+11.15%
 -6.29%
+3.53%
 -4.38%
2006
+26.27%
 -3.73%
+16.27%
 -2.01%
2005
+13.60%
 -4.72%
+7.29%
 -2.46%
2004
+20.25%
 -3.59%
+15.00%
 -5.67%
2003
+38.67%
 -8.24%
+23.73%
 -1.83%
2002
-15.62%
 -23.19%
-1.46%
 -7.24%
2001
-21.94%
 -26.63%
-0.90%
 -6.01%
2000
-14.29%
 -17.14%
+6.11%
 -3.54%
1999
+37.96%
 -4.28%
+10.50%
 -2.43%
1998
+16.51%
 -14.47%
+8.26%
 -8.33%
1997
-1.39%
 -11.23%
+14.11%
 -2.72%
1996
+4.68%
 -4.13%
+12.88%
 -1.62%
1995
+3.98%
 -8.89%
+18.62%
 -0.74%
1994
+9.76%
 -5.55%
-1.54%
 -7.38%
1993
+29.92%
 -10.94%
+17.13%
 -4.02%
1992
-14.79%
 -15.85%
+4.96%
 -3.58%
1991
+9.48%
 -9.97%
+22.28%
 -2.92%
1990
-24.79%
 -31.21%
-5.87%
 -11.67%
1989
+12.85%
 -7.94%
+15.85%
 -0.88%
1988
+25.66%
 -9.43%
+14.06%
 -1.90%
1987
+30.48%
 -13.46%
+6.15%
 -11.90%
1986
+63.38%
 -8.70%
+26.12%
 -3.06%
1985
+56.04%
 -1.19%
+30.93%
 -1.23%