Ben Stein Long Term vs US Stocks 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 Portfolio obtained a 10.22% compound annual return, with a 15.55% standard deviation, in the last 30 Years.

Summary

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Ben Stein Long Term Portfolio US Stocks 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% +10.22%
Std Dev 12.44% 15.55%
Max Drawdown -45.92% -50.84%
All time Stats
(Since Jan 1976)
Return +10.20% +11.70%
Std Dev 12.20% 15.44%
Max Drawdown -45.92% -50.84%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1976

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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 +10.20
US Stocks Portfolio +5.30 +13.69 +28.61 +13.82 +11.96 +10.22 +11.70
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 Portfolio: an investment of 1$, since March 1994, now would be worth 18.52$, with a total return of 1752.12% (10.22% annualized).

Ben Stein Long Term Portfolio: an investment of 1$, since January 1976, now would be worth 107.49$, with a total return of 10649.13% (10.20% annualized).

US Stocks Portfolio: an investment of 1$, since January 1976, now would be worth 206.28$, with a total return of 20528.33% (11.70% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Ben Stein Long Term Portfolio
US Stocks Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-50.84% Nov 2007 Feb 2009 (16) Mar 2012 (53) 23.06
-45.92% Nov 2007 Feb 2009 (16) Apr 2011 (42) 21.56
-43.94% Sep 2000 Sep 2002 (25) Mar 2006 (67) 23.71
-24.81% Jan 2022 Sep 2022 (9) Dec 2023 (24) 13.14
-23.11% Sep 2000 Sep 2002 (25) Nov 2003 (39) 12.70
-20.84% Jan 2020 Mar 2020 (3) Jul 2020 (7) 9.03
-20.52% Jan 2022 Sep 2022 (9) Feb 2024 (26) 9.97
-19.33% Jan 2020 Mar 2020 (3) Nov 2020 (11) 8.34
-17.57% Jul 1998 Aug 1998 (2) Nov 1998 (5) 9.03
-16.94% May 2011 Sep 2011 (5) Nov 2012 (19) 6.37
-15.80% May 1998 Aug 1998 (4) Mar 1999 (11) 6.69
-14.20% Oct 2018 Dec 2018 (3) Apr 2019 (7) 6.63
-10.70% Sep 2018 Dec 2018 (4) Apr 2019 (8) 4.74
-9.84% Jun 2015 Feb 2016 (9) Jul 2016 (14) 5.14
-8.84% Jun 2015 Sep 2015 (4) May 2016 (12) 4.72
-8.44% Apr 2000 May 2000 (2) Aug 2000 (5) 5.11
-6.82% Apr 2012 May 2012 (2) Aug 2012 (5) 3.19
-6.45% May 2019 May 2019 (1) Jun 2019 (2) 3.72
-6.42% Jul 1999 Sep 1999 (3) Nov 1999 (5) 3.38
-6.17% Jun 1996 Jul 1996 (2) Sep 1996 (4) 3.14

Drawdown comparison chart since January 1976.

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Ben Stein Long Term Portfolio
US Stocks Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-50.84% Nov 2007 Feb 2009 (16) Mar 2012 (53) 23.06
-45.92% Nov 2007 Feb 2009 (16) Apr 2011 (42) 21.56
-43.94% Sep 2000 Sep 2002 (25) Mar 2006 (67) 23.71
-29.34% Sep 1987 Nov 1987 (3) May 1989 (21) 14.96
-24.81% Jan 2022 Sep 2022 (9) Dec 2023 (24) 13.14
-23.11% Sep 2000 Sep 2002 (25) Nov 2003 (39) 12.70
-20.84% Jan 2020 Mar 2020 (3) Jul 2020 (7) 9.03
-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
-17.85% Dec 1980 Jul 1982 (20) Oct 1982 (23) 9.42
-17.57% Jul 1998 Aug 1998 (2) Nov 1998 (5) 9.03
-16.94% May 2011 Sep 2011 (5) Nov 2012 (19) 6.37
-16.20% Jun 1990 Oct 1990 (5) Feb 1991 (9) 8.96
-15.80% May 1998 Aug 1998 (4) Mar 1999 (11) 6.69
-15.40% Jan 1990 Sep 1990 (9) Feb 1991 (14) 7.45
-14.20% Oct 2018 Dec 2018 (3) Apr 2019 (7) 6.63
-13.32% Jul 1981 Jul 1982 (13) Oct 1982 (16) 6.86
-11.98% Mar 1980 Mar 1980 (1) Jun 1980 (4) 6.35
-11.64% Sep 1978 Oct 1978 (2) Mar 1979 (7) 6.03

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%
+6.47%
0.00%
2023
+16.03%
-8.92%
+26.05%
-9.10%
2022
-14.26%
-20.52%
-19.51%
-24.81%
2021
+16.72%
-3.20%
+25.67%
-4.46%
2020
+9.40%
-19.33%
+21.03%
-20.84%
2019
+21.13%
-4.75%
+30.67%
-6.45%
2018
-7.39%
-10.70%
-5.21%
-14.20%
2017
+16.88%
0.00%
+21.21%
0.00%
2016
+9.22%
-4.80%
+12.83%
-5.73%
2015
-2.18%
-8.57%
+0.36%
-8.84%
2014
+5.91%
-3.45%
+12.54%
-3.17%
2013
+18.10%
-2.66%
+33.45%
-3.03%
2012
+14.19%
-7.09%
+16.45%
-6.82%
2011
-3.35%
-16.94%
+0.97%
-17.58%
2010
+13.80%
-10.43%
+17.42%
-13.26%
2009
+26.25%
-17.28%
+28.89%
-17.72%
2008
-30.51%
-33.62%
-36.98%
-38.08%
2007
+5.66%
-5.92%
+5.37%
-5.23%
2006
+19.42%
-3.62%
+15.69%
-3.22%
2005
+10.21%
-3.30%
+6.31%
-4.48%
2004
+15.66%
-4.29%
+12.79%
-3.56%
2003
+30.79%
-3.98%
+30.75%
-4.27%
2002
-10.67%
-17.62%
-20.47%
-27.18%
2001
-4.80%
-15.85%
-10.97%
-23.65%
2000
-2.79%
-8.99%
-10.57%
-15.87%
1999
+21.76%
-2.43%
+23.81%
-6.42%
1998
+7.54%
-15.80%
+23.26%
-17.57%
1997
+13.81%
-4.54%
+30.99%
-4.56%
1996
+15.37%
-3.55%
+20.96%
-6.17%
1995
+16.95%
-1.90%
+35.79%
-1.17%
1994
-0.18%
-6.15%
-0.17%
-7.43%
1993
+23.87%
-3.66%
+10.62%
-2.77%
1992
+3.67%
-3.34%
+9.11%
-2.40%
1991
+31.77%
-4.13%
+32.39%
-4.47%
1990
-8.84%
-15.40%
-6.08%
-16.20%
1989
+25.31%
-2.86%
+28.12%
-3.05%
1988
+19.53%
-2.49%
+17.32%
-3.42%
1987
+2.59%
-20.11%
+2.61%
-29.34%
1986
+22.75%
-4.06%
+14.57%
-7.92%
1985
+30.54%
-2.54%
+31.27%
-4.77%
1984
+8.43%
-3.82%
+2.19%
-9.02%
1983
+22.02%
-2.01%
+22.66%
-4.00%
1982
+10.55%
-11.34%
+20.50%
-11.21%
1981
+1.38%
-8.32%
-4.15%
-12.79%
1980
+22.39%
-9.78%
+33.15%
-11.98%
1979
+19.59%
-7.08%
+24.25%
-7.22%
1978
+14.86%
-7.96%
+8.45%
-11.64%
1977
+8.12%
-1.77%
-3.36%
-8.29%
1976
+20.36%
-2.40%
+26.47%
-2.10%