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
Drawdowns
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% |