Marvin Appel One-Decision vs Bill Bernstein Sheltered Sam 50/50 Portfolio Comparison

Last Update: 29 February 2024

The Marvin Appel One-Decision Portfolio obtained a 6.99% compound annual return, with a 8.42% standard deviation, in the last 30 Years.

The Bill Bernstein Sheltered Sam 50/50 Portfolio obtained a 6.77% compound annual return, with a 7.82% standard deviation, in the last 30 Years.

Summary

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Marvin Appel One-Decision Portfolio Bill Bernstein Sheltered Sam 50/50 Portfolio
Portfolio Risk Medium Medium
Asset Allocation Stocks 50% 48.5%
Fixed Income 50% 50%
Commodities 0% 1.5%
30 Years Stats Return +6.99% +6.77%
Std Dev 8.42% 7.82%
Max Drawdown -31.96% -28.23%
All time Stats
(Since Jan 1985)
Return +8.02% +8.43%
Std Dev 8.21% 7.97%
Max Drawdown -31.96% -28.23%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1985

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1M 6M 1Y 5Y 10Y 30Y MAX
Marvin Appel One-Decision Portfolio +1.43 +6.03 +9.54 +5.81 +5.66 +6.99 +8.02
Bill Bernstein Sheltered Sam 50/50 Portfolio +1.26 +5.46 +8.30 +5.37 +4.90 +6.77 +8.43
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Marvin Appel One-Decision Portfolio: an investment of 1$, since March 1994, now would be worth 7.59$, with a total return of 658.76% (6.99% annualized).

Bill Bernstein Sheltered Sam 50/50 Portfolio: an investment of 1$, since March 1994, now would be worth 7.14$, with a total return of 614.24% (6.77% annualized).

Marvin Appel One-Decision Portfolio: an investment of 1$, since January 1985, now would be worth 20.55$, with a total return of 1954.90% (8.02% annualized).

Bill Bernstein Sheltered Sam 50/50 Portfolio: an investment of 1$, since January 1985, now would be worth 23.82$, with a total return of 2281.98% (8.43% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Marvin Appel One-Decision Portfolio
Bill Bernstein Sheltered Sam 50/50 Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-31.96% Jun 2007 Feb 2009 (21) Oct 2010 (41) 13.28
-28.23% Nov 2007 Feb 2009 (16) Oct 2010 (36) 11.60
-16.74% Jan 2022 Sep 2022 (9) In progress (26) 9.35
-15.17% Jan 2022 Sep 2022 (9) In progress (26) 7.37
-13.04% Feb 2020 Mar 2020 (2) Nov 2020 (10) 5.40
-11.63% Jan 2020 Mar 2020 (3) Aug 2020 (8) 5.34
-8.99% May 2011 Sep 2011 (5) Feb 2012 (10) 3.68
-8.55% May 1998 Aug 1998 (4) Dec 1998 (8) 3.53
-8.52% Jun 2011 Sep 2011 (4) Jan 2012 (8) 3.61
-8.13% Jul 1998 Aug 1998 (2) Dec 1998 (6) 3.91
-7.79% Jun 2002 Sep 2002 (4) May 2003 (12) 5.18
-7.23% Apr 2002 Sep 2002 (6) May 2003 (14) 4.72
-6.99% Sep 2018 Dec 2018 (4) Mar 2019 (7) 3.10
-6.63% Sep 2018 Dec 2018 (4) Apr 2019 (8) 2.91
-5.55% Feb 2001 Sep 2001 (8) Mar 2002 (14) 2.41
-5.30% Jun 2015 Jan 2016 (8) Jun 2016 (13) 2.96
-4.76% Apr 2015 Sep 2015 (6) Mar 2016 (12) 2.77
-4.65% Apr 2004 Apr 2004 (1) Aug 2004 (5) 2.49
-3.90% Mar 1994 Nov 1994 (9) Feb 1995 (12) 2.27
-3.81% Sep 1994 Nov 1994 (3) Feb 1995 (6) 2.13

Drawdown comparison chart since January 1985.

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Marvin Appel One-Decision Portfolio
Bill Bernstein Sheltered Sam 50/50 Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-31.96% Jun 2007 Feb 2009 (21) Oct 2010 (41) 13.28
-28.23% Nov 2007 Feb 2009 (16) Oct 2010 (36) 11.60
-16.74% Jan 2022 Sep 2022 (9) In progress (26) 9.35
-15.17% Jan 2022 Sep 2022 (9) In progress (26) 7.37
-13.42% Sep 1987 Nov 1987 (3) Oct 1988 (14) 6.31
-13.04% Feb 2020 Mar 2020 (2) Nov 2020 (10) 5.40
-12.38% Sep 1987 Nov 1987 (3) Sep 1988 (13) 5.77
-11.63% Jan 2020 Mar 2020 (3) Aug 2020 (8) 5.34
-8.99% May 2011 Sep 2011 (5) Feb 2012 (10) 3.68
-8.55% May 1998 Aug 1998 (4) Dec 1998 (8) 3.53
-8.52% Jun 2011 Sep 2011 (4) Jan 2012 (8) 3.61
-8.13% Jul 1998 Aug 1998 (2) Dec 1998 (6) 3.91
-7.88% Aug 1990 Sep 1990 (2) Jan 1991 (6) 4.79
-7.79% Jun 2002 Sep 2002 (4) May 2003 (12) 5.18
-7.50% Jul 1990 Oct 1990 (4) Jan 1991 (7) 4.35
-7.23% Apr 2002 Sep 2002 (6) May 2003 (14) 4.72
-6.99% Sep 2018 Dec 2018 (4) Mar 2019 (7) 3.10
-6.63% Sep 2018 Dec 2018 (4) Apr 2019 (8) 2.91
-5.96% Feb 1994 Jun 1994 (5) Apr 1995 (15) 3.95
-5.55% Feb 2001 Sep 2001 (8) Mar 2002 (14) 2.41

Yearly Returns

For each year, the following table provides the return and intra-year drawdown.
The highlighted returns represent the highest values for that specific year.
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Year Return Drawdown Return Drawdown
2024
+0.21%
-1.20%
+0.69%
-0.56%
2023
+12.43%
-7.22%
+9.63%
-6.00%
2022
-13.18%
-16.74%
-10.08%
-15.17%
2021
+16.51%
-2.73%
+12.55%
-2.18%
2020
+5.32%
-13.04%
+7.04%
-11.63%
2019
+18.51%
-2.02%
+15.24%
-2.72%
2018
-3.64%
-6.99%
-4.12%
-6.63%
2017
+8.07%
-0.59%
+9.70%
0.00%
2016
+8.52%
-3.21%
+8.66%
-1.99%
2015
-0.25%
-4.76%
-1.51%
-5.30%
2014
+11.14%
-2.54%
+5.32%
-2.47%
2013
+10.43%
-2.72%
+11.17%
-2.24%
2012
+10.65%
-2.81%
+9.72%
-3.50%
2011
+3.87%
-8.52%
+2.12%
-8.99%
2010
+13.01%
-6.14%
+10.93%
-6.18%
2009
+15.30%
-14.35%
+16.09%
-12.02%
2008
-16.74%
-22.59%
-16.49%
-20.24%
2007
-0.68%
-5.17%
+5.90%
-2.35%
2006
+14.45%
-1.98%
+12.64%
-1.91%
2005
+5.08%
-2.36%
+6.50%
-1.80%
2004
+12.05%
-4.65%
+11.37%
-3.69%
2003
+18.87%
-1.57%
+20.88%
-1.95%
2002
-2.42%
-7.23%
-0.98%
-7.79%
2001
+4.32%
-3.58%
+1.33%
-5.55%
2000
+9.42%
-2.13%
+7.28%
-2.16%
1999
+4.70%
-3.16%
+8.35%
-2.52%
1998
+5.32%
-8.13%
+8.46%
-8.55%
1997
+17.36%
-1.24%
+14.60%
-2.41%
1996
+15.52%
-1.31%
+11.34%
-2.06%
1995
+19.02%
-0.66%
+21.19%
-0.68%
1994
-1.28%
-5.02%
-1.95%
-5.96%
1993
+11.41%
-1.82%
+17.86%
-1.94%
1992
+9.68%
-0.89%
+8.64%
-1.26%
1991
+23.01%
-1.99%
+23.09%
-2.50%
1990
-1.89%
-7.50%
-1.30%
-7.88%
1989
+15.28%
-0.97%
+19.77%
-0.79%
1988
+12.57%
-1.14%
+13.45%
-1.64%
1987
+2.00%
-12.38%
+3.26%
-13.42%
1986
+13.98%
-2.95%
+19.83%
-3.33%
1985
+20.92%
-1.32%
+26.90%
-1.21%