Last Update: 31 January 2021

The Bill Bernstein No Brainer Portfolio obtained a 8.32% compound annual return, with a 11.01% standard deviation, in the last 10 years.

The Roger Gibson Talmud Portfolio obtained a 8.71% compound annual return, with a 9.44% standard deviation, in the last 10 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%
10 Years Stats Return +8.32% +8.71%
Std Dev 11.01% 9.44%
Max Drawdown -18.24% -15.15%

Last Update: 31 January 2021

Historical Returns

The examinated historical serie starts from January 1994

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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) MAX(*)
Bill Bernstein No Brainer Portfolio +1.43 +16.74 +17.61 +15.10 +7.07 +11.21 +8.32 +7.88
Roger Gibson Talmud Portfolio -0.39 +9.69 +7.85 +6.49 +8.36 +9.16 +8.71 +8.66
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 1994.

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Year Bill Bernstein No Brainer Portfolio Roger Gibson Talmud Portfolio
2021
+1.43% -0.39%
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%
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