Ben Stein Perfect vs Bill Bernstein Sheltered Sam 70/30 Portfolio Comparison

Last Update: 29 February 2024

The Ben Stein Perfect Portfolio obtained a 7.41% compound annual return, with a 12.35% standard deviation, in the last 30 Years.

The Bill Bernstein Sheltered Sam 70/30 Portfolio obtained a 7.76% compound annual return, with a 10.70% standard deviation, in the last 30 Years.

Summary

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Ben Stein Perfect Portfolio Bill Bernstein Sheltered Sam 70/30 Portfolio
Portfolio Risk Very High High
Asset Allocation Stocks 80% 67.9%
Fixed Income 20% 30%
Commodities 0% 2.1%
30 Years Stats Return +7.41% +7.76%
Std Dev 12.35% 10.70%
Max Drawdown -44.81% -39.73%
All time Stats
(Since Jan 1985)
Return +9.41% +9.52%
Std Dev 12.44% 10.70%
Max Drawdown -44.81% -39.73%
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 Perfect Portfolio +3.46 +8.46 +16.81 +8.81 +7.22 +7.41 +9.41
Bill Bernstein Sheltered Sam 70/30 Portfolio +2.03 +6.76 +10.33 +6.83 +6.29 +7.76 +9.52
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Ben Stein Perfect Portfolio: an investment of 1$, since March 1994, now would be worth 8.53$, with a total return of 752.59% (7.41% annualized).

Bill Bernstein Sheltered Sam 70/30 Portfolio: an investment of 1$, since March 1994, now would be worth 9.42$, with a total return of 841.67% (7.76% annualized).

Ben Stein Perfect Portfolio: an investment of 1$, since January 1985, now would be worth 33.86$, with a total return of 3285.75% (9.41% annualized).

Bill Bernstein Sheltered Sam 70/30 Portfolio: an investment of 1$, since January 1985, now would be worth 35.21$, with a total return of 3420.72% (9.52% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Ben Stein Perfect Portfolio
Bill Bernstein Sheltered Sam 70/30 Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-44.81% Nov 2007 Feb 2009 (16) Dec 2012 (62) 18.11
-39.73% Nov 2007 Feb 2009 (16) Jan 2011 (39) 17.81
-31.02% Apr 2000 Sep 2002 (30) Nov 2004 (56) 16.05
-18.62% Jan 2020 Mar 2020 (3) Aug 2020 (8) 8.68
-18.32% Jan 2022 Sep 2022 (9) Jul 2023 (19) 8.72
-17.80% Jan 2022 Sep 2022 (9) Feb 2024 (26) 8.19
-17.14% Jan 2020 Mar 2020 (3) Nov 2020 (11) 7.51
-15.07% May 1998 Aug 1998 (4) Dec 1998 (8) 6.89
-13.73% Feb 2001 Sep 2002 (20) Jul 2003 (30) 7.20
-13.47% May 2011 Sep 2011 (5) Mar 2012 (11) 5.71
-13.19% May 1998 Aug 1998 (4) Jan 1999 (9) 5.63
-11.03% Feb 2018 Dec 2018 (11) Apr 2019 (15) 4.47
-10.87% May 2015 Feb 2016 (10) Sep 2016 (17) 5.37
-9.24% Sep 2018 Dec 2018 (4) Apr 2019 (8) 4.03
-7.69% Aug 2023 Oct 2023 (3) Dec 2023 (5) 4.00
-7.28% Jun 2015 Jan 2016 (8) Jun 2016 (13) 4.02
-5.42% Apr 2012 May 2012 (2) Aug 2012 (5) 2.48
-5.36% Sep 1994 Jan 1995 (5) Apr 1995 (8) 3.21
-5.20% Aug 1997 Oct 1997 (3) Feb 1998 (7) 3.34
-5.02% May 2019 May 2019 (1) Oct 2019 (6) 2.02

Drawdown comparison chart since January 1985.

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Ben Stein Perfect Portfolio
Bill Bernstein Sheltered Sam 70/30 Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-44.81% Nov 2007 Feb 2009 (16) Dec 2012 (62) 18.11
-39.73% Nov 2007 Feb 2009 (16) Jan 2011 (39) 17.81
-31.02% Apr 2000 Sep 2002 (30) Nov 2004 (56) 16.05
-21.48% Sep 1987 Nov 1987 (3) Jan 1989 (17) 10.79
-18.62% Sep 1987 Nov 1987 (3) Jan 1989 (17) 8.81
-18.62% Jan 2020 Mar 2020 (3) Aug 2020 (8) 8.68
-18.32% Jan 2022 Sep 2022 (9) Jul 2023 (19) 8.72
-17.80% Jan 2022 Sep 2022 (9) Feb 2024 (26) 8.19
-17.14% Jan 2020 Mar 2020 (3) Nov 2020 (11) 7.51
-15.07% May 1998 Aug 1998 (4) Dec 1998 (8) 6.89
-14.67% Aug 1990 Sep 1990 (2) Feb 1991 (7) 8.53
-13.73% Feb 2001 Sep 2002 (20) Jul 2003 (30) 7.20
-13.47% May 2011 Sep 2011 (5) Mar 2012 (11) 5.71
-13.19% May 1998 Aug 1998 (4) Jan 1999 (9) 5.63
-11.32% Jan 1990 Sep 1990 (9) Feb 1991 (14) 5.61
-11.03% Feb 2018 Dec 2018 (11) Apr 2019 (15) 4.47
-10.87% May 2015 Feb 2016 (10) Sep 2016 (17) 5.37
-9.24% Sep 2018 Dec 2018 (4) Apr 2019 (8) 4.03
-7.76% Jan 1990 Apr 1990 (4) Jul 1990 (7) 4.20
-7.69% Aug 2023 Oct 2023 (3) Dec 2023 (5) 4.00

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
+3.09%
-0.36%
+1.10%
-0.91%
2023
+16.55%
-7.69%
+12.01%
-7.88%
2022
-11.28%
-18.32%
-11.08%
-17.80%
2021
+16.52%
-2.88%
+16.83%
-2.82%
2020
+10.46%
-18.62%
+7.39%
-17.14%
2019
+21.12%
-5.02%
+19.18%
-4.14%
2018
-7.36%
-11.03%
-5.89%
-9.24%
2017
+18.64%
0.00%
+13.05%
-0.08%
2016
+8.29%
-4.94%
+11.18%
-3.19%
2015
-2.48%
-9.54%
-1.94%
-7.16%
2014
+4.39%
-3.48%
+6.76%
-2.99%
2013
+18.20%
-2.21%
+16.94%
-2.46%
2012
+13.40%
-7.48%
+12.52%
-5.42%
2011
-3.70%
-17.03%
+0.50%
-13.47%
2010
+12.14%
-10.26%
+13.77%
-8.97%
2009
+26.95%
-15.39%
+21.02%
-16.33%
2008
-31.47%
-33.62%
-24.68%
-28.02%
2007
+10.08%
-4.81%
+4.59%
-4.37%
2006
+18.40%
-3.55%
+16.71%
-2.69%
2005
+11.54%
-3.65%
+8.34%
-2.72%
2004
+14.53%
-3.20%
+14.43%
-4.11%
2003
+29.10%
-3.63%
+27.42%
-3.27%
2002
-12.54%
-19.34%
-5.96%
-13.51%
2001
-8.74%
-18.50%
-1.22%
-10.33%
2000
-7.02%
-10.69%
+5.24%
-4.34%
1999
+25.31%
-2.23%
+11.96%
-3.00%
1998
+11.01%
-15.07%
+8.60%
-13.19%
1997
+13.00%
-5.20%
+16.84%
-3.17%
1996
+15.28%
-3.61%
+14.61%
-3.02%
1995
+18.25%
-1.47%
+23.07%
-1.38%
1994
-0.04%
-6.82%
-1.61%
-6.31%
1993
+24.57%
-3.54%
+20.97%
-2.41%
1992
+0.57%
-3.75%
+9.07%
-1.49%
1991
+30.38%
-4.43%
+26.59%
-3.38%
1990
-6.17%
-14.67%
-5.51%
-11.32%
1989
+30.02%
-2.52%
+22.39%
-1.95%
1988
+18.92%
-2.98%
+16.42%
-2.07%
1987
+3.15%
-21.48%
+3.45%
-18.62%
1986
+23.10%
-4.60%
+22.33%
-3.99%
1985
+29.90%
-2.29%
+30.18%
-1.92%