Last Update: 31 March 2024
The Ben Stein Long Term Portfolio obtained a 7.65% compound annual return, with a 12.41% standard deviation, in the last 30 Years.
The Scott Burns Six Ways from Sunday Portfolio obtained a 8.02% compound annual return, with a 10.89% standard deviation, in the last 30 Years.
Summary
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| Ben Stein Long Term Portfolio | Scott Burns Six Ways from Sunday Portfolio | ||
|---|---|---|---|
| Portfolio Risk | Very High | High | |
| Asset Allocation | Stocks | 80% | 66.68% |
| Fixed Income | 20% | 33.32% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +7.65% | +8.02% |
| Std Dev | 12.41% | 10.89% | |
| Max Drawdown | -45.92% | -39.14% | |
| All time Stats (Since Jan 1985) |
Return | +9.39% | +9.34% |
| Std Dev | 12.36% | 10.63% | |
| Max Drawdown | -45.92% | -39.14% | |
| Last Update: 31 March 2024 | |||
Historical Returns as of Mar 31, 2024
Comparison period starts from January 1985
Swipe left to see all data
| 1M | 6M | 1Y | 5Y | 10Y | 30Y | MAX | |
|---|---|---|---|---|---|---|---|
| Ben Stein Long Term Portfolio | +2.36 | +14.99 | +15.27 | +7.79 | +6.81 | +7.65 | +9.39 |
| Scott Burns Six Ways from Sunday Portfolio | +3.31 | +12.00 | +12.17 | +8.04 | +6.25 | +8.02 | +9.34 |
| Return over 1 year are annualized. |
Capital Growth as of Mar 31, 2024
Ben Stein Long Term Portfolio: an investment of 1$, since April 1994,
now would be worth 9.13$, with a total return of 813.49%
(7.65% annualized).
Scott Burns Six Ways from Sunday Portfolio: an investment of 1$, since April 1994, now would be worth 10.11$, with a total return of 911.46% (8.02% annualized).
Scott Burns Six Ways from Sunday Portfolio: an investment of 1$, since April 1994, now would be worth 10.11$, with a total return of 911.46% (8.02% annualized).
Ben Stein Long Term Portfolio: an investment of 1$, since January 1985,
now would be worth 33.91$, with a total return of 3291.49%
(9.39% annualized).
Scott Burns Six Ways from Sunday Portfolio: an investment of 1$, since January 1985, now would be worth 33.30$, with a total return of 3229.52% (9.34% annualized).
Scott Burns Six Ways from Sunday Portfolio: an investment of 1$, since January 1985, now would be worth 33.30$, with a total return of 3229.52% (9.34% annualized).
Drawdowns
Drawdown comparison chart since April 1994.
Swipe left to see all data
|
Ben Stein Long Term Portfolio
|
Scott Burns Six Ways from Sunday 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 | |||||
| -39.14% | Jun 2008 | Feb 2009 (9) | Dec 2010 (31) | 19.14 | |||||
| -23.11% | Sep 2000 | Sep 2002 (25) | Nov 2003 (39) | 12.70 | |||||
| -20.52% | Jan 2022 | Sep 2022 (9) | Feb 2024 (26) | 9.97 | |||||
| -19.67% | Jan 2020 | Mar 2020 (3) | Dec 2020 (12) | 8.82 | |||||
| -19.33% | Jan 2020 | Mar 2020 (3) | Nov 2020 (11) | 8.34 | |||||
| -16.94% | May 2011 | Sep 2011 (5) | Nov 2012 (19) | 6.37 | |||||
| -15.80% | May 1998 | Aug 1998 (4) | Mar 1999 (11) | 6.69 | |||||
| -14.34% | Apr 2022 | Sep 2022 (6) | Jul 2023 (16) | 5.59 | |||||
| -13.29% | May 2011 | Sep 2011 (5) | Feb 2012 (10) | 5.42 | |||||
| -12.03% | May 1998 | Aug 1998 (4) | Apr 1999 (12) | 4.43 | |||||
| -10.70% | Sep 2018 | Dec 2018 (4) | Apr 2019 (8) | 4.74 | |||||
| -10.58% | Feb 2001 | Sep 2002 (20) | May 2003 (28) | 5.68 | |||||
| -9.84% | Jun 2015 | Feb 2016 (9) | Jul 2016 (14) | 5.14 | |||||
| -9.70% | May 2015 | Feb 2016 (10) | Jun 2016 (14) | 5.58 | |||||
| -9.43% | Sep 2018 | Dec 2018 (4) | Mar 2019 (7) | 4.32 | |||||
| -6.89% | Aug 2023 | Oct 2023 (3) | Dec 2023 (5) | 3.43 | |||||
| -5.86% | Nov 2007 | Jan 2008 (3) | May 2008 (7) | 3.49 | |||||
| -5.19% | Sep 1994 | Jan 1995 (5) | Apr 1995 (8) | 3.17 | |||||
| -5.14% | May 2012 | May 2012 (1) | Aug 2012 (4) | 2.46 | |||||
Drawdown comparison chart since January 1985.
Swipe left to see all data
|
Ben Stein Long Term Portfolio
|
Scott Burns Six Ways from Sunday 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 | |||||
| -39.14% | Jun 2008 | Feb 2009 (9) | Dec 2010 (31) | 19.14 | |||||
| -23.11% | Sep 2000 | Sep 2002 (25) | Nov 2003 (39) | 12.70 | |||||
| -20.52% | Jan 2022 | Sep 2022 (9) | Feb 2024 (26) | 9.97 | |||||
| -20.11% | Sep 1987 | Nov 1987 (3) | Jan 1989 (17) | 9.55 | |||||
| -19.67% | Jan 2020 | Mar 2020 (3) | Dec 2020 (12) | 8.82 | |||||
| -19.33% | Jan 2020 | Mar 2020 (3) | Nov 2020 (11) | 8.34 | |||||
| -16.94% | May 2011 | Sep 2011 (5) | Nov 2012 (19) | 6.37 | |||||
| -15.80% | May 1998 | Aug 1998 (4) | Mar 1999 (11) | 6.69 | |||||
| -15.75% | Sep 1987 | Nov 1987 (3) | Dec 1988 (16) | 6.78 | |||||
| -15.40% | Jan 1990 | Sep 1990 (9) | Feb 1991 (14) | 7.45 | |||||
| -14.34% | Apr 2022 | Sep 2022 (6) | Jul 2023 (16) | 5.59 | |||||
| -13.29% | May 2011 | Sep 2011 (5) | Feb 2012 (10) | 5.42 | |||||
| -12.03% | May 1998 | Aug 1998 (4) | Apr 1999 (12) | 4.43 | |||||
| -10.70% | Sep 2018 | Dec 2018 (4) | Apr 2019 (8) | 4.74 | |||||
| -10.58% | Feb 2001 | Sep 2002 (20) | May 2003 (28) | 5.68 | |||||
| -9.84% | Jun 2015 | Feb 2016 (9) | Jul 2016 (14) | 5.14 | |||||
| -9.70% | May 2015 | Feb 2016 (10) | Jun 2016 (14) | 5.58 | |||||
| -9.43% | Sep 2018 | Dec 2018 (4) | Mar 2019 (7) | 4.32 | |||||
| -9.11% | Jan 1990 | Sep 1990 (9) | Feb 1991 (14) | 4.98 | |||||
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.
The highlighted returns represent the highest values for that specific year.
Swipe left to see all data
| Year | Return | Drawdown | Return | Drawdown |
|---|---|---|---|---|
| 2024 |
+4.33%
|
-1.17% |
+4.29%
|
-1.06% |
| 2023 |
+16.03%
|
-8.92% |
+10.86%
|
-6.89% |
| 2022 |
-14.26%
|
-20.52% |
-3.84%
|
-14.34% |
| 2021 |
+16.72%
|
-3.20% |
+21.86%
|
-2.10% |
| 2020 |
+9.40%
|
-19.33% |
+1.75%
|
-19.67% |
| 2019 |
+21.13%
|
-4.75% |
+18.22%
|
-3.51% |
| 2018 |
-7.39%
|
-10.70% |
-7.04%
|
-9.43% |
| 2017 |
+16.88%
|
0.00% |
+9.66%
|
-0.36% |
| 2016 |
+9.22%
|
-4.80% |
+10.61%
|
-3.04% |
| 2015 |
-2.18%
|
-8.57% |
-4.01%
|
-9.20% |
| 2014 |
+5.91%
|
-3.45% |
+7.00%
|
-3.99% |
| 2013 |
+18.10%
|
-2.66% |
+11.16%
|
-4.12% |
| 2012 |
+14.19%
|
-7.09% |
+12.35%
|
-5.14% |
| 2011 |
-3.35%
|
-16.94% |
+3.38%
|
-13.29% |
| 2010 |
+13.80%
|
-10.43% |
+15.68%
|
-8.16% |
| 2009 |
+26.25%
|
-17.28% |
+23.77%
|
-14.82% |
| 2008 |
-30.51%
|
-33.62% |
-26.45%
|
-32.07% |
| 2007 |
+5.66%
|
-5.92% |
+9.69%
|
-2.97% |
| 2006 |
+19.42%
|
-3.62% |
+16.49%
|
-2.20% |
| 2005 |
+10.21%
|
-3.30% |
+13.58%
|
-3.66% |
| 2004 |
+15.66%
|
-4.29% |
+18.78%
|
-4.09% |
| 2003 |
+30.79%
|
-3.98% |
+24.09%
|
-1.68% |
| 2002 |
-10.67%
|
-17.62% |
-3.44%
|
-9.90% |
| 2001 |
-4.80%
|
-15.85% |
-3.08%
|
-8.11% |
| 2000 |
-2.79%
|
-8.99% |
+8.56%
|
-4.31% |
| 1999 |
+21.76%
|
-2.43% |
+10.58%
|
-2.60% |
| 1998 |
+7.54%
|
-15.80% |
+4.74%
|
-12.03% |
| 1997 |
+13.81%
|
-4.54% |
+11.97%
|
-2.82% |
| 1996 |
+15.37%
|
-3.55% |
+16.58%
|
-1.91% |
| 1995 |
+16.95%
|
-1.90% |
+20.25%
|
-1.37% |
| 1994 |
-0.18%
|
-6.15% |
-2.33%
|
-7.18% |
| 1993 |
+23.87%
|
-3.66% |
+19.81%
|
-4.68% |
| 1992 |
+3.67%
|
-3.34% |
+5.94%
|
-3.90% |
| 1991 |
+31.77%
|
-4.13% |
+19.65%
|
-3.35% |
| 1990 |
-8.84%
|
-15.40% |
-5.36%
|
-9.11% |
| 1989 |
+25.31%
|
-2.86% |
+20.03%
|
-1.09% |
| 1988 |
+19.53%
|
-2.49% |
+15.52%
|
-2.02% |
| 1987 |
+2.59%
|
-20.11% |
+6.47%
|
-15.75% |
| 1986 |
+22.75%
|
-4.06% |
+24.09%
|
-2.52% |
| 1985 |
+30.54%
|
-2.54% |
+27.73%
|
-1.45% |
