Last Update: 31 March 2024
The Stocks/Bonds 40/60 with Bitcoin Portfolio obtained a 9.25% compound annual return, with a 8.96% standard deviation, in the last 10 Years.
The Bill Bernstein Sheltered Sam 50/50 Portfolio obtained a 5.07% compound annual return, with a 7.87% standard deviation, in the last 10 Years.
Summary
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| Stocks/Bonds 40/60 with Bitcoin Portfolio | Bill Bernstein Sheltered Sam 50/50 Portfolio | ||
|---|---|---|---|
| Portfolio Risk | Medium | Medium | |
| Asset Allocation | Stocks | 39% | 48.5% |
| Fixed Income | 59% | 50% | |
| Commodities | 2% | 1.5% | |
| 10 Years Stats | Return | +9.25% | +5.07% |
| Std Dev | 8.96% | 7.87% | |
| Max Drawdown | -19.39% | -15.17% | |
| All time Stats (Since Jan 2009) |
Return | +17.41% | +6.66% |
| Std Dev | 34.12% | 8.33% | |
| Max Drawdown | -41.83% | -15.17% | |
| Last Update: 31 March 2024 | |||
Historical Returns as of Mar 31, 2024
Comparison period starts from January 2009
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| 1M | 6M | 1Y | 5Y | 10Y | MAX | |
|---|---|---|---|---|---|---|
| Stocks/Bonds 40/60 with Bitcoin Portfolio | +2.07 | +15.54 | +14.85 | +8.05 | +9.25 | +17.41 |
| Bill Bernstein Sheltered Sam 50/50 Portfolio | +2.07 | +10.64 | +9.51 | +5.67 | +5.07 | +6.66 |
| Return over 1 year are annualized. |
Capital Growth as of Mar 31, 2024
Stocks/Bonds 40/60 with Bitcoin Portfolio: an investment of 1$, since April 2014,
now would be worth 2.42$, with a total return of 142.14%
(9.25% annualized).
Bill Bernstein Sheltered Sam 50/50 Portfolio: an investment of 1$, since April 2014, now would be worth 1.64$, with a total return of 63.98% (5.07% annualized).
Bill Bernstein Sheltered Sam 50/50 Portfolio: an investment of 1$, since April 2014, now would be worth 1.64$, with a total return of 63.98% (5.07% annualized).
Stocks/Bonds 40/60 with Bitcoin Portfolio: an investment of 1$, since January 2009,
now would be worth 11.57$, with a total return of 1056.52%
(17.41% annualized).
Bill Bernstein Sheltered Sam 50/50 Portfolio: an investment of 1$, since January 2009, now would be worth 2.67$, with a total return of 167.48% (6.66% annualized).
Bill Bernstein Sheltered Sam 50/50 Portfolio: an investment of 1$, since January 2009, now would be worth 2.67$, with a total return of 167.48% (6.66% annualized).
Drawdowns
Drawdown comparison chart since April 2014.
Swipe left to see all data
|
Stocks/Bonds 40/60 with Bitcoin 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 |
| -19.39% | Nov 2021 | Sep 2022 (11) | Mar 2024 (29) | 10.67 | |||||
| -15.17% | Jan 2022 | Sep 2022 (9) | Mar 2024 (27) | 7.24 | |||||
| -11.63% | Jan 2020 | Mar 2020 (3) | Aug 2020 (8) | 5.34 | |||||
| -8.64% | Feb 2020 | Mar 2020 (2) | May 2020 (4) | 4.14 | |||||
| -6.63% | Sep 2018 | Dec 2018 (4) | Apr 2019 (8) | 2.91 | |||||
| -5.78% | Sep 2018 | Dec 2018 (4) | Mar 2019 (7) | 2.83 | |||||
| -5.30% | Jun 2015 | Jan 2016 (8) | Jun 2016 (13) | 2.96 | |||||
| -3.50% | Aug 2015 | Sep 2015 (2) | Nov 2015 (4) | 2.04 | |||||
| -2.95% | Feb 2018 | Mar 2018 (2) | Aug 2018 (7) | 1.84 | |||||
| -2.72% | May 2019 | May 2019 (1) | Jun 2019 (2) | 1.57 | |||||
| -2.68% | Sep 2021 | Sep 2021 (1) | Oct 2021 (2) | 1.55 | |||||
| -2.63% | Feb 2018 | Mar 2018 (2) | Jul 2018 (6) | 1.81 | |||||
| -2.47% | Sep 2014 | Sep 2014 (1) | Nov 2014 (3) | 1.27 | |||||
| -2.36% | Dec 2015 | Jan 2016 (2) | Mar 2016 (4) | 1.30 | |||||
| -2.36% | Sep 2020 | Oct 2020 (2) | Nov 2020 (3) | 1.43 | |||||
| -2.18% | Sep 2021 | Sep 2021 (1) | Oct 2021 (2) | 1.26 | |||||
| -1.94% | Sep 2020 | Oct 2020 (2) | Nov 2020 (3) | 1.28 | |||||
| -1.50% | Sep 2014 | Sep 2014 (1) | Nov 2014 (3) | 0.75 | |||||
| -1.38% | Nov 2021 | Nov 2021 (1) | Dec 2021 (2) | 0.80 | |||||
| -1.38% | Oct 2016 | Oct 2016 (1) | Nov 2016 (2) | 0.80 | |||||
Drawdown comparison chart since January 2009.
Swipe left to see all data
|
Stocks/Bonds 40/60 with Bitcoin 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 |
| -41.83% | Jul 2011 | Nov 2011 (5) | Oct 2013 (28) | 26.75 | |||||
| -22.55% | Dec 2013 | Jan 2014 (2) | Jul 2017 (44) | 15.16 | |||||
| -19.39% | Nov 2021 | Sep 2022 (11) | Mar 2024 (29) | 10.67 | |||||
| -15.17% | Jan 2022 | Sep 2022 (9) | Mar 2024 (27) | 7.24 | |||||
| -12.02% | Jan 2009 | Feb 2009 (2) | May 2009 (5) | 6.32 | |||||
| -11.63% | Jan 2020 | Mar 2020 (3) | Aug 2020 (8) | 5.34 | |||||
| -8.99% | May 2011 | Sep 2011 (5) | Feb 2012 (10) | 3.68 | |||||
| -8.64% | Feb 2020 | Mar 2020 (2) | May 2020 (4) | 4.14 | |||||
| -8.48% | Jan 2009 | Feb 2009 (2) | May 2009 (5) | 4.46 | |||||
| -6.63% | Sep 2018 | Dec 2018 (4) | Apr 2019 (8) | 2.91 | |||||
| -6.18% | May 2010 | Jun 2010 (2) | Sep 2010 (5) | 3.65 | |||||
| -5.78% | Sep 2018 | Dec 2018 (4) | Mar 2019 (7) | 2.83 | |||||
| -5.30% | Jun 2015 | Jan 2016 (8) | Jun 2016 (13) | 2.96 | |||||
| -3.85% | May 2010 | Jun 2010 (2) | Sep 2010 (5) | 2.04 | |||||
| -3.50% | Apr 2012 | May 2012 (2) | Aug 2012 (5) | 1.53 | |||||
| -2.95% | Feb 2018 | Mar 2018 (2) | Aug 2018 (7) | 1.84 | |||||
| -2.72% | May 2019 | May 2019 (1) | Jun 2019 (2) | 1.57 | |||||
| -2.68% | Sep 2021 | Sep 2021 (1) | Oct 2021 (2) | 1.55 | |||||
| -2.63% | Feb 2018 | Mar 2018 (2) | Jul 2018 (6) | 1.81 | |||||
| -2.47% | Sep 2014 | Sep 2014 (1) | Nov 2014 (3) | 1.27 | |||||
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.
The highlighted returns represent the highest values for that specific year.
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| Year | Return | Drawdown | Return | Drawdown |
|---|---|---|---|---|
| 2024 |
+4.60%
|
0.00% |
+2.77%
|
-0.56% |
| 2023 |
+16.42%
|
-5.79% |
+9.63%
|
-6.00% |
| 2022 |
-16.62%
|
-19.39% |
-10.08%
|
-15.17% |
| 2021 |
+10.09%
|
-2.68% |
+12.55%
|
-2.18% |
| 2020 |
+18.86%
|
-8.64% |
+7.04%
|
-11.63% |
| 2019 |
+19.07%
|
-0.26% |
+15.24%
|
-2.72% |
| 2018 |
-3.54%
|
-5.78% |
-4.12%
|
-6.63% |
| 2017 |
+35.81%
|
-0.29% |
+9.70%
|
0.00% |
| 2016 |
+8.97%
|
-1.74% |
+8.66%
|
-1.99% |
| 2015 |
+1.21%
|
-3.50% |
-1.51%
|
-5.30% |
| 2014 |
+7.16%
|
-1.50% |
+5.32%
|
-2.47% |
| 2013 |
+135.55%
|
-22.50% |
+11.17%
|
-2.24% |
| 2012 |
+11.90%
|
-1.96% |
+9.72%
|
-3.50% |
| 2011 |
+34.51%
|
-41.83% |
+2.12%
|
-8.99% |
| 2010 |
+17.41%
|
-3.85% |
+10.93%
|
-6.18% |
| 2009 |
+13.41%
|
-8.48% |
+16.09%
|
-12.02% |
