All Country World 80/20 vs Ben Stein Perfect Portfolio Comparison

Last Update: 31 May 2023

The All Country World 80/20 Portfolio obtained a 6.32% compound annual return, with a 12.69% standard deviation, in the last 30 Years.

The Ben Stein Perfect Portfolio obtained a 7.34% compound annual return, with a 12.31% standard deviation, in the last 30 Years.

Summary

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All Country World 80/20 Portfolio Ben Stein Perfect Portfolio
Risk Very High Very High
Asset Allocation Stocks 80% 80%
Fixed Income 20% 20%
Commodities 0% 0%
30 Years Stats Return +6.32% +7.34%
Std Dev 12.69% 12.31%
Max Drawdown -47.32% -44.81%

Last Update: 31 May 2023

Historical Returns as of May 31, 2023

Comparison period starts from January 1985

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
All Country World 80/20 Portfolio -1.11 +2.37 +0.29 +5.56 +6.85 +6.32 +8.16
Ben Stein Perfect Portfolio -1.33 +1.60 +0.44 +6.00 +6.83 +7.34 +9.22
(*) Returns over 1 year are annualized

Capital Growth as of May 31, 2023

All Country World 80/20 Portfolio: an investment of 1000$, since June 1993, now would be worth 6285.17$, with a total return of 528.52% (6.32% annualized).

Ben Stein Perfect Portfolio: an investment of 1000$, since June 1993, now would be worth 8365.75$, with a total return of 736.57% (7.34% annualized).

All Country World 80/20 Portfolio: an investment of 1000$, since January 1985, now would be worth 20324.20$, with a total return of 1932.42% (8.16% annualized).

Ben Stein Perfect Portfolio: an investment of 1000$, since January 1985, now would be worth 29572.77$, with a total return of 2857.28% (9.22% annualized).

Drawdowns

Drawdown comparison chart since May 1993.

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All Country World 80/20 Portfolio
Ben Stein Perfect Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-47.32% Nov 2007 Feb 2009
-44.81% Nov 2007 Feb 2009
-36.69% Apr 2000 Sep 2002
-31.02% Apr 2000 Sep 2002
-23.52% Jan 2022 Sep 2022
-18.62% Jan 2020 Mar 2020
-18.32% Jan 2022 Sep 2022
-17.97% Jan 2020 Mar 2020
-15.07% May 1998 Aug 1998
-12.27% May 1998 Aug 1998
-11.51% Feb 2018 Dec 2018
-11.03% Feb 2018 Dec 2018
-10.87% May 2015 Feb 2016
-10.78% Jun 2015 Feb 2016
-6.82% Feb 1994 Mar 1994
-6.57% Aug 1997 Oct 1997
-5.88% Feb 1994 Mar 1994
-5.36% Sep 1994 Jan 1995
-5.20% Aug 1997 Oct 1997
-5.02% May 2019 May 2019

Drawdown comparison chart since January 1985.

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All Country World 80/20 Portfolio
Ben Stein Perfect Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-47.32% Nov 2007 Feb 2009
-44.81% Nov 2007 Feb 2009
-36.69% Apr 2000 Sep 2002
-31.02% Apr 2000 Sep 2002
-23.52% Jan 2022 Sep 2022
-22.19% Sep 1987 Nov 1987
-21.48% Sep 1987 Nov 1987
-19.99% Jan 1990 Sep 1990
-18.62% Jan 2020 Mar 2020
-18.32% Jan 2022 Sep 2022
-17.97% Jan 2020 Mar 2020
-15.07% May 1998 Aug 1998
-14.67% Aug 1990 Sep 1990
-12.27% May 1998 Aug 1998
-11.51% Feb 2018 Dec 2018
-11.03% Feb 2018 Dec 2018
-10.87% May 2015 Feb 2016
-10.78% Jun 2015 Feb 2016
-7.76% Jan 1990 Apr 1990
-6.82% Feb 1994 Mar 1994

Yearly Returns

Yearly return comparison. Common historical serie start from January 1985.

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Year All Country World 80/20 Portfolio Ben Stein Perfect Portfolio
2023
 +6.47% +4.95%
2022
 -17.17% -11.28%
2021
 +14.21% +16.52%
2020
 +14.55% +10.46%
2019
 +23.35% +21.12%
2018
 -7.79% -7.36%
2017
 +20.43% +18.64%
2016
 +7.66% +8.29%
2015
 -1.32% -2.48%
2014
 +4.31% +4.39%
2013
 +17.86% +18.20%
2012
 +15.19% +13.40%
2011
 -4.38% -3.70%
2010
 +12.00% +12.14%
2009
 +28.02% +26.95%
2008
 -34.37% -31.47%
2007
 +8.92% +10.08%
2006
 +15.95% +18.40%
2005
 +8.00% +11.54%
2004
 +11.86% +14.53%
2003
 +26.95% +29.10%
2002
 -14.55% -12.54%
2001
 -11.36% -8.74%
2000
 -9.84% -7.02%
1999
 +20.74% +25.31%
1998
 +17.65% +11.01%
1997
 +11.46% +13.00%
1996
 +10.54% +15.28%
1995
 +17.60% +18.25%
1994
 +1.26% -0.04%
1993
 +20.51% +24.57%
1992
 -3.52% +0.57%
1991
 +17.30% +30.38%
1990
 -13.44% -6.17%
1989
 +14.69% +30.02%
1988
 +18.54% +18.92%
1987
 +13.56% +3.15%
1986
 +37.13% +23.10%
1985
 +37.92% +29.90%