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

Time Range:

Drawdowns

Time Range:

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%
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