Ben Stein Long Term vs Alexander Green Gone Fishin' Portfolio Comparison

Last Update: 29 February 2024

The Ben Stein Long Term Portfolio obtained a 7.41% compound annual return, with a 12.44% standard deviation, in the last 30 Years.

The Alexander Green Gone Fishin' Portfolio obtained a 7.31% compound annual return, with a 12.06% standard deviation, in the last 30 Years.

Summary

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Ben Stein Long Term Portfolio Alexander Green Gone Fishin' Portfolio
Portfolio Risk Very High High
Asset Allocation Stocks 80% 65%
Fixed Income 20% 30%
Commodities 0% 5%
30 Years Stats Return +7.41% +7.31%
Std Dev 12.44% 12.06%
Max Drawdown -45.92% -43.02%
All time Stats
(Since Jan 1985)
Return +9.35% +9.48%
Std Dev 12.37% 12.07%
Max Drawdown -45.92% -43.02%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1985

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1M 6M 1Y 5Y 10Y 30Y MAX
Ben Stein Long Term Portfolio +3.14 +8.08 +13.67 +7.46 +6.63 +7.41 +9.35
Alexander Green Gone Fishin' Portfolio +2.17 +6.60 +10.83 +5.93 +5.52 +7.31 +9.48
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Ben Stein Long Term Portfolio: an investment of 1$, since March 1994, now would be worth 8.55$, with a total return of 754.95% (7.41% annualized).

Alexander Green Gone Fishin' Portfolio: an investment of 1$, since March 1994, now would be worth 8.31$, with a total return of 731.37% (7.31% annualized).

Ben Stein Long Term Portfolio: an investment of 1$, since January 1985, now would be worth 33.13$, with a total return of 3213.32% (9.35% annualized).

Alexander Green Gone Fishin' Portfolio: an investment of 1$, since January 1985, now would be worth 34.68$, with a total return of 3368.00% (9.48% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Ben Stein Long Term Portfolio
Alexander Green Gone Fishin' Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-45.92% Nov 2007 Feb 2009 (16) Apr 2011 (42) 21.56
-43.02% Nov 2007 Feb 2009 (16) Dec 2010 (38) 19.52
-23.11% Sep 2000 Sep 2002 (25) Nov 2003 (39) 12.70
-21.98% Jan 2022 Sep 2022 (9) In progress (26) 11.62
-20.52% Jan 2022 Sep 2022 (9) Feb 2024 (26) 9.97
-19.33% Jan 2020 Mar 2020 (3) Nov 2020 (11) 8.34
-17.18% Jan 2020 Mar 2020 (3) Aug 2020 (8) 7.88
-16.94% May 2011 Sep 2011 (5) Nov 2012 (19) 6.37
-16.22% May 1998 Aug 1998 (4) Apr 1999 (12) 6.69
-15.80% May 1998 Aug 1998 (4) Mar 1999 (11) 6.69
-15.69% Sep 2000 Sep 2002 (25) Aug 2003 (36) 8.92
-15.05% May 2011 Sep 2011 (5) Sep 2012 (17) 5.61
-10.70% Sep 2018 Dec 2018 (4) Apr 2019 (8) 4.74
-9.95% May 2015 Jan 2016 (9) Jul 2016 (15) 5.34
-9.84% Jun 2015 Feb 2016 (9) Jul 2016 (14) 5.14
-9.79% Feb 2018 Dec 2018 (11) Apr 2019 (15) 3.82
-6.10% Apr 2000 May 2000 (2) Aug 2000 (5) 3.24
-5.84% Sep 1994 Jan 1995 (5) Apr 1995 (8) 3.25
-5.19% Sep 1994 Jan 1995 (5) Apr 1995 (8) 3.17
-5.14% Oct 1997 Nov 1997 (2) Feb 1998 (5) 3.51

Drawdown comparison chart since January 1985.

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Ben Stein Long Term Portfolio
Alexander Green Gone Fishin' Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-45.92% Nov 2007 Feb 2009 (16) Apr 2011 (42) 21.56
-43.02% Nov 2007 Feb 2009 (16) Dec 2010 (38) 19.52
-23.11% Sep 2000 Sep 2002 (25) Nov 2003 (39) 12.70
-21.98% Jan 2022 Sep 2022 (9) In progress (26) 11.62
-20.52% Jan 2022 Sep 2022 (9) Feb 2024 (26) 9.97
-20.11% Sep 1987 Nov 1987 (3) Jan 1989 (17) 9.55
-19.33% Jan 2020 Mar 2020 (3) Nov 2020 (11) 8.34
-18.93% Sep 1987 Nov 1987 (3) Jan 1989 (17) 9.48
-17.18% Jan 2020 Mar 2020 (3) Aug 2020 (8) 7.88
-16.94% May 2011 Sep 2011 (5) Nov 2012 (19) 6.37
-16.22% May 1998 Aug 1998 (4) Apr 1999 (12) 6.69
-15.80% May 1998 Aug 1998 (4) Mar 1999 (11) 6.69
-15.69% Sep 2000 Sep 2002 (25) Aug 2003 (36) 8.92
-15.45% Aug 1990 Sep 1990 (2) Feb 1991 (7) 9.51
-15.40% Jan 1990 Sep 1990 (9) Feb 1991 (14) 7.45
-15.05% May 2011 Sep 2011 (5) Sep 2012 (17) 5.61
-10.70% Sep 2018 Dec 2018 (4) Apr 2019 (8) 4.74
-9.95% May 2015 Jan 2016 (9) Jul 2016 (15) 5.34
-9.84% Jun 2015 Feb 2016 (9) Jul 2016 (14) 5.14
-9.79% Feb 2018 Dec 2018 (11) Apr 2019 (15) 3.82

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
+1.93%
-1.17%
+0.68%
-1.46%
2023
+16.03%
-8.92%
+13.45%
-9.00%
2022
-14.26%
-20.52%
-15.58%
-21.98%
2021
+16.72%
-3.20%
+11.58%
-2.98%
2020
+9.40%
-19.33%
+12.37%
-17.18%
2019
+21.13%
-4.75%
+19.76%
-4.09%
2018
-7.39%
-10.70%
-7.32%
-9.79%
2017
+16.88%
0.00%
+16.62%
0.00%
2016
+9.22%
-4.80%
+10.50%
-3.34%
2015
-2.18%
-8.57%
-3.07%
-8.79%
2014
+5.91%
-3.45%
+3.43%
-4.02%
2013
+18.10%
-2.66%
+13.26%
-3.99%
2012
+14.19%
-7.09%
+13.95%
-6.38%
2011
-3.35%
-16.94%
-1.05%
-15.05%
2010
+13.80%
-10.43%
+16.13%
-8.77%
2009
+26.25%
-17.28%
+29.72%
-15.87%
2008
-30.51%
-33.62%
-28.75%
-34.82%
2007
+5.66%
-5.92%
+8.90%
-4.95%
2006
+19.42%
-3.62%
+16.96%
-3.73%
2005
+10.21%
-3.30%
+12.08%
-4.01%
2004
+15.66%
-4.29%
+15.76%
-5.09%
2003
+30.79%
-3.98%
+31.54%
-3.02%
2002
-10.67%
-17.62%
-4.17%
-14.14%
2001
-4.80%
-15.85%
-2.20%
-12.57%
2000
-2.79%
-8.99%
-4.37%
-9.26%
1999
+21.76%
-2.43%
+21.54%
-2.85%
1998
+7.54%
-15.80%
+5.75%
-16.22%
1997
+13.81%
-4.54%
+8.91%
-5.14%
1996
+15.37%
-3.55%
+11.89%
-4.35%
1995
+16.95%
-1.90%
+18.66%
-1.90%
1994
-0.18%
-6.15%
-2.38%
-7.67%
1993
+23.87%
-3.66%
+30.92%
-3.31%
1992
+3.67%
-3.34%
+3.63%
-2.99%
1991
+31.77%
-4.13%
+33.42%
-3.66%
1990
-8.84%
-15.40%
-8.26%
-15.45%
1989
+25.31%
-2.86%
+25.58%
-2.55%
1988
+19.53%
-2.49%
+16.97%
-2.94%
1987
+2.59%
-20.11%
+1.97%
-18.93%
1986
+22.75%
-4.06%
+25.77%
-3.25%
1985
+30.54%
-2.54%
+31.99%
-1.97%