Ben Stein Long Term vs US Stocks Momentum 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 US Stocks Momentum Portfolio obtained a 12.68% compound annual return, with a 15.38% standard deviation, in the last 30 Years.

Summary

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Ben Stein Long Term Portfolio US Stocks Momentum Portfolio
Portfolio Risk Very High Very High
Asset Allocation Stocks 80% 100%
Fixed Income 20% 0%
Commodities 0% 0%
30 Years Stats Return +7.41% +12.68%
Std Dev 12.44% 15.38%
Max Drawdown -45.92% -53.85%
All time Stats
(Since Jan 1982)
Return +9.64% +13.73%
Std Dev 12.27% 15.39%
Max Drawdown -45.92% -53.85%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1982

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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 +9.64
US Stocks Momentum Portfolio +10.00 +24.44 +32.84 +12.02 +12.68 +12.68 +13.73
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).

US Stocks Momentum Portfolio: an investment of 1$, since March 1994, now would be worth 35.91$, with a total return of 3491.37% (12.68% annualized).

Ben Stein Long Term Portfolio: an investment of 1$, since January 1982, now would be worth 48.47$, with a total return of 4746.51% (9.64% annualized).

US Stocks Momentum Portfolio: an investment of 1$, since January 1982, now would be worth 227.06$, with a total return of 22606.23% (13.73% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Ben Stein Long Term Portfolio
US Stocks Momentum Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-53.85% Nov 2007 Feb 2009 (16) Jan 2013 (63) 26.01
-45.92% Nov 2007 Feb 2009 (16) Apr 2011 (42) 21.56
-43.19% Sep 2000 Sep 2002 (25) Jul 2005 (59) 24.89
-30.16% Nov 2021 Sep 2022 (11) In progress (28) 20.43
-23.11% Sep 2000 Sep 2002 (25) Nov 2003 (39) 12.70
-20.52% Jan 2022 Sep 2022 (9) Feb 2024 (26) 9.97
-19.33% Jan 2020 Mar 2020 (3) Nov 2020 (11) 8.34
-17.90% Feb 2020 Mar 2020 (2) Jun 2020 (5) 8.65
-16.94% May 2011 Sep 2011 (5) Nov 2012 (19) 6.37
-15.80% May 1998 Aug 1998 (4) Mar 1999 (11) 6.69
-15.44% Oct 2018 Dec 2018 (3) Jun 2019 (9) 7.83
-11.51% Aug 1998 Aug 1998 (1) Oct 1998 (3) 6.32
-10.70% Sep 2018 Dec 2018 (4) Apr 2019 (8) 4.74
-9.84% Jun 2015 Feb 2016 (9) Jul 2016 (14) 5.14
-7.82% Sep 2020 Oct 2020 (2) Nov 2020 (3) 4.35
-7.78% Aug 2015 Sep 2015 (2) May 2016 (10) 3.71
-6.40% Jan 2000 Feb 2000 (2) Mar 2000 (3) 4.05
-5.19% Sep 1994 Jan 1995 (5) Apr 1995 (8) 3.17
-5.01% Apr 2000 May 2000 (2) Aug 2000 (5) 3.38
-4.89% Aug 1997 Aug 1997 (1) Nov 1997 (4) 2.43

Drawdown comparison chart since January 1982.

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Ben Stein Long Term Portfolio
US Stocks Momentum Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-53.85% Nov 2007 Feb 2009 (16) Jan 2013 (63) 26.01
-45.92% Nov 2007 Feb 2009 (16) Apr 2011 (42) 21.56
-43.19% Sep 2000 Sep 2002 (25) Jul 2005 (59) 24.89
-30.55% Sep 1987 Nov 1987 (3) Jul 1989 (23) 18.49
-30.16% Nov 2021 Sep 2022 (11) In progress (28) 20.43
-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
-19.33% Jan 2020 Mar 2020 (3) Nov 2020 (11) 8.34
-17.90% Feb 2020 Mar 2020 (2) Jun 2020 (5) 8.65
-16.94% May 2011 Sep 2011 (5) Nov 2012 (19) 6.37
-15.80% May 1998 Aug 1998 (4) Mar 1999 (11) 6.69
-15.44% Oct 2018 Dec 2018 (3) Jun 2019 (9) 7.83
-15.40% Jan 1990 Sep 1990 (9) Feb 1991 (14) 7.45
-12.56% Jun 1990 Sep 1990 (4) Jan 1991 (8) 7.07
-12.00% Jul 1983 Jul 1984 (13) Jan 1985 (19) 5.40
-11.51% Aug 1998 Aug 1998 (1) Oct 1998 (3) 6.32
-11.34% Jan 1982 Jul 1982 (7) Oct 1982 (10) 6.18
-10.70% Sep 2018 Dec 2018 (4) Apr 2019 (8) 4.74
-9.84% Jun 2015 Feb 2016 (9) Jul 2016 (14) 5.14

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%
+16.14%
0.00%
2023
+16.03%
-8.92%
+9.16%
-6.59%
2022
-14.26%
-20.52%
-18.26%
-26.94%
2021
+16.72%
-3.20%
+13.37%
-4.41%
2020
+9.40%
-19.33%
+29.85%
-17.90%
2019
+21.13%
-4.75%
+27.26%
-2.20%
2018
-7.39%
-10.70%
-1.66%
-15.44%
2017
+16.88%
0.00%
+37.50%
0.00%
2016
+9.22%
-4.80%
+5.00%
-5.03%
2015
-2.18%
-8.57%
+8.93%
-7.78%
2014
+5.91%
-3.45%
+14.61%
-4.38%
2013
+18.10%
-2.66%
+34.58%
-2.81%
2012
+14.19%
-7.09%
+14.94%
-6.80%
2011
-3.35%
-16.94%
+5.93%
-14.50%
2010
+13.80%
-10.43%
+18.02%
-12.13%
2009
+26.25%
-17.28%
+17.45%
-19.56%
2008
-30.51%
-33.62%
-40.96%
-41.23%
2007
+5.66%
-5.92%
+17.64%
-2.82%
2006
+19.42%
-3.62%
+10.56%
-3.64%
2005
+10.21%
-3.30%
+19.14%
-1.25%
2004
+15.66%
-4.29%
+16.70%
-2.66%
2003
+30.79%
-3.98%
+25.99%
-4.14%
2002
-10.67%
-17.62%
-12.28%
-22.85%
2001
-4.80%
-15.85%
-17.35%
-26.75%
2000
-2.79%
-8.99%
-9.61%
-13.35%
1999
+21.76%
-2.43%
+40.42%
-1.57%
1998
+7.54%
-15.80%
+48.76%
-11.51%
1997
+13.81%
-4.54%
+36.86%
-4.89%
1996
+15.37%
-3.55%
+29.83%
-3.81%
1995
+16.95%
-1.90%
+42.32%
-0.02%
1994
-0.18%
-6.15%
-1.09%
-7.23%
1993
+23.87%
-3.66%
+13.22%
-2.14%
1992
+3.67%
-3.34%
+4.32%
-3.35%
1991
+31.77%
-4.13%
+36.90%
-4.00%
1990
-8.84%
-15.40%
+1.49%
-12.56%
1989
+25.31%
-2.86%
+42.76%
-1.57%
1988
+19.53%
-2.49%
+7.07%
-5.33%
1987
+2.59%
-20.11%
+2.34%
-30.55%
1986
+22.75%
-4.06%
+22.70%
-7.79%
1985
+30.54%
-2.54%
+32.38%
-3.74%
1984
+8.43%
-3.82%
-0.83%
-10.30%
1983
+22.02%
-2.01%
+16.95%
-3.61%
1982
+10.55%
-11.34%
+30.44%
-4.93%