Last Update: 31 July 2022

The Bill Bernstein No Brainer Portfolio obtained a 7.86% compound annual return, with a 11.40% standard deviation, in the last 30 Years.

The Roger Gibson Talmud Portfolio obtained a 8.67% compound annual return, with a 10.35% standard deviation, in the last 30 Years.

Summary

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Bill Bernstein No Brainer Portfolio Roger Gibson Talmud Portfolio
Risk High High
Asset Allocation Stocks 75% 66.67%
Fixed Income 25% 33.33%
Commodities 0% 0%
30 Years Stats Return +7.86% +8.67%
Std Dev 11.40% 10.35%
Max Drawdown -40.40% -40.17%

Last Update: 31 July 2022

Historical Returns as of Jul 31, 2022

Comparison period starts from January 1986

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
Bill Bernstein No Brainer Portfolio +5.45 -6.77 -7.55 +6.58 +8.30 +7.86 +8.63
Roger Gibson Talmud Portfolio +6.59 -6.82 -6.58 +7.22 +7.99 +8.67 +9.06
(*) Returns over 1 year are annualized

Capital Growth as of Jul 31, 2022

Bill Bernstein No Brainer Portfolio: an investment of 1000$, since August 1992, now would be worth 9679.87$, with a total return of 867.99% (7.86% annualized).

Roger Gibson Talmud Portfolio: an investment of 1000$, since August 1992, now would be worth 12119.52$, with a total return of 1111.95% (8.67% annualized).

Bill Bernstein No Brainer Portfolio: an investment of 1000$, since January 1986, now would be worth 20652.47$, with a total return of 1965.25% (8.63% annualized).

Roger Gibson Talmud Portfolio: an investment of 1000$, since January 1986, now would be worth 23891.64$, with a total return of 2289.16% (9.06% annualized).

Drawdowns

Drawdown comparison chart since July 1992.

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Bill Bernstein No Brainer Portfolio
Roger Gibson Talmud Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-40.40% Nov 2007 Feb 2009
-40.17% Jun 2007 Feb 2009
-24.46% Apr 2000 Sep 2002
-18.24% Jan 2020 Mar 2020
-17.40% Jan 2022 Jun 2022
-16.20% May 2011 Sep 2011
-15.19% Jan 2022 Jun 2022
-15.16% Feb 2020 Mar 2020
-13.95% May 1998 Aug 1998
-11.92% Sep 2018 Dec 2018
-10.50% Jun 2011 Sep 2011
-10.43% Jul 1998 Aug 1998
-9.17% Jun 2015 Feb 2016
-8.70% Oct 1993 Nov 1994
-8.26% Apr 2002 Oct 2002
-7.57% Sep 2018 Dec 2018
-6.69% Apr 2004 Apr 2004
-5.69% Apr 2015 Aug 2015
-5.08% Feb 2001 Mar 2001
-4.84% Aug 2016 Oct 2016

Drawdown comparison chart since January 1986.

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Bill Bernstein No Brainer Portfolio
Roger Gibson Talmud Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-40.40% Nov 2007 Feb 2009
-40.17% Jun 2007 Feb 2009
-24.46% Apr 2000 Sep 2002
-19.71% Sep 1987 Nov 1987
-18.24% Jan 2020 Mar 2020
-17.40% Jan 2022 Jun 2022
-16.20% May 2011 Sep 2011
-15.52% Sep 1987 Nov 1987
-15.19% Jan 2022 Jun 2022
-15.16% Feb 2020 Mar 2020
-14.76% Jan 1990 Sep 1990
-13.95% May 1998 Aug 1998
-11.92% Sep 2018 Dec 2018
-10.50% Jun 2011 Sep 2011
-10.43% Jul 1998 Aug 1998
-10.14% Jul 1990 Oct 1990
-9.17% Jun 2015 Feb 2016
-8.70% Oct 1993 Nov 1994
-8.26% Apr 2002 Oct 2002
-7.57% Sep 2018 Dec 2018

Yearly Returns

Yearly return comparison. Common historical serie start from January 1986.

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Year Bill Bernstein No Brainer Portfolio Roger Gibson Talmud Portfolio
2022
-10.57% -11.96%
2021
+15.39% +21.44%
2020
+11.61% +8.02%
2019
+19.82% +22.79%
2018
-6.41% -3.78%
2017
+15.70% +9.90%
2016
+11.03% +7.99%
2015
-1.35% +1.11%
2014
+3.78% +16.24%
2013
+22.10% +11.22%
2012
+12.91% +12.41%
2011
-2.59% +5.83%
2010
+14.15% +17.33%
2009
+22.80% +20.87%
2008
-26.26% -22.37%
2007
+7.14% -1.40%
2006
+15.27% +18.42%
2005
+7.66% +6.88%
2004
+13.66% +15.93%
2003
+27.39% +23.46%
2002
-10.88% -2.82%
2001
-4.49% +3.27%
2000
-4.63% +9.05%
1999
+18.99% +6.34%
1998
+12.24% +5.18%
1997
+15.88% +19.74%
1996
+12.52% +19.46%
1995
+20.57% +22.03%
1994
+2.49% -3.74%
1993
+16.21% +13.33%
1992
+4.40% +10.28%
1991
+24.11% +27.78%
1990
-9.08% -4.26%
1989
+18.78% +16.87%
1988
+17.83% +12.71%
1987
+8.39% +0.17%
1986
+25.39% +16.28%
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