Last Update: 28 February 2021
The Bill Bernstein No Brainer Portfolio obtained a 8.37% compound annual return, with a 11.02% standard deviation, in the last 10 years.
The Stocks/Bonds 60/40 Portfolio obtained a 9.59% compound annual return, with a 8.45% standard deviation, in the last 10 years.
Summary
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| Bill Bernstein No Brainer Portfolio | Stocks/Bonds 60/40 Portfolio | ||
|---|---|---|---|
| Risk | High | High | |
| Asset Allocation | Stocks | 75% | 60% |
| Fixed Income | 25% | 40% | |
| Commodities | 0% | 0% | |
| 10 Years Stats | Return | +8.37% | +9.59% |
| Std Dev | 11.02% | 8.45% | |
| Max Drawdown | -18.24% | -12.29% | |
Last Update: 28 February 2021
Historical Returns
The examinated historical serie starts from January 1987
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| 1M | 3M | 6M | 1Y | 3Y(*) | 5Y(*) | 10Y(*) | MAX(*) | |
|---|---|---|---|---|---|---|---|---|
| Bill Bernstein No Brainer Portfolio | +3.15 | +9.35 | +16.69 | +26.04 | +9.39 | +11.97 | +8.37 | +8.59 |
| Stocks/Bonds 60/40 Portfolio | +1.27 | +3.68 | +7.51 | +20.59 | +11.27 | +11.88 | +9.59 | +9.12 |
(*) annualized
Capital Growth
Drawdowns
Yearly Returns
Yearly return comparison. Common historical serie start from January 1987.
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| Year | Bill Bernstein No Brainer Portfolio | Stocks/Bonds 60/40 Portfolio |
|---|---|---|
| 2021 |
+4.63% | +0.72% |
| 2020 |
+11.61% | +15.70% |
| 2019 |
+19.82% | +21.94% |
| 2018 |
-6.41% | -3.17% |
| 2017 |
+15.70% | +14.15% |
| 2016 |
+11.03% | +8.71% |
| 2015 |
-1.35% | +0.44% |
| 2014 |
+3.78% | +9.85% |
| 2013 |
+22.10% | +19.23% |
| 2012 |
+12.91% | +11.13% |
| 2011 |
-2.59% | +3.75% |
| 2010 |
+14.15% | +12.93% |
| 2009 |
+22.80% | +18.79% |
| 2008 |
-26.26% | -19.44% |
| 2007 |
+7.14% | +5.99% |
| 2006 |
+15.27% | +11.12% |
| 2005 |
+7.66% | +4.74% |
| 2004 |
+13.66% | +9.37% |
| 2003 |
+27.39% | +20.04% |
| 2002 |
-10.88% | -8.98% |
| 2001 |
-4.49% | -3.21% |
| 2000 |
-4.63% | -1.79% |
| 1999 |
+18.99% | +13.98% |
| 1998 |
+12.24% | +17.39% |
| 1997 |
+15.88% | +22.37% |
| 1996 |
+12.52% | +14.01% |
| 1995 |
+20.57% | +28.74% |
| 1994 |
+2.49% | -1.16% |
| 1993 |
+16.21% | +10.25% |
| 1992 |
+4.40% | +8.32% |
| 1991 |
+24.11% | +25.53% |
| 1990 |
-9.08% | -0.19% |
| 1989 |
+18.78% | +22.33% |
| 1988 |
+17.83% | +13.33% |
| 1987 |
+8.39% | +2.18% |