Last Update: 31 March 2024
The All Country World Stocks Portfolio obtained a 6.72% compound annual return, with a 15.61% standard deviation, in the last 30 Years.
The Ben Stein Long Term Portfolio obtained a 7.65% compound annual return, with a 12.41% standard deviation, in the last 30 Years.
Summary
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| All Country World Stocks Portfolio | Ben Stein Long Term Portfolio | ||
|---|---|---|---|
| Portfolio Risk | Very High | Very High | |
| Asset Allocation | Stocks | 100% | 80% |
| Fixed Income | 0% | 20% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +6.72% | +7.65% |
| Std Dev | 15.61% | 12.41% | |
| Max Drawdown | -57.06% | -45.92% | |
| All time Stats (Since Jan 1976) |
Return | +9.19% | +10.23% |
| Std Dev | 15.62% | 12.19% | |
| Max Drawdown | -57.06% | -45.92% | |
| Last Update: 31 March 2024 | |||
Historical Returns as of Mar 31, 2024
Comparison period starts from January 1976
Swipe left to see all data
| 1M | 6M | 1Y | 5Y | 10Y | 30Y | MAX | |
|---|---|---|---|---|---|---|---|
| All Country World Stocks Portfolio | +3.19 | +19.99 | +22.75 | +10.95 | +8.76 | +6.72 | +9.19 |
| Ben Stein Long Term Portfolio | +2.36 | +14.99 | +15.27 | +7.79 | +6.81 | +7.65 | +10.23 |
| Return over 1 year are annualized. |
Capital Growth as of Mar 31, 2024
All Country World Stocks Portfolio: an investment of 1$, since April 1994,
now would be worth 7.05$, with a total return of 604.58%
(6.72% annualized).
Ben Stein Long Term Portfolio: an investment of 1$, since April 1994, now would be worth 9.13$, with a total return of 813.49% (7.65% annualized).
Ben Stein Long Term Portfolio: an investment of 1$, since April 1994, now would be worth 9.13$, with a total return of 813.49% (7.65% annualized).
All Country World Stocks Portfolio: an investment of 1$, since January 1976,
now would be worth 69.46$, with a total return of 6845.82%
(9.19% annualized).
Ben Stein Long Term Portfolio: an investment of 1$, since January 1976, now would be worth 110.03$, with a total return of 10902.71% (10.23% annualized).
Ben Stein Long Term Portfolio: an investment of 1$, since January 1976, now would be worth 110.03$, with a total return of 10902.71% (10.23% annualized).
Drawdowns
Drawdown comparison chart since April 1994.
Swipe left to see all data
|
All Country World Stocks Portfolio
|
Ben Stein Long Term Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -57.06% | Nov 2007 | Feb 2009 (16) | Oct 2013 (72) | 26.60 | |||||
| -48.44% | Apr 2000 | Sep 2002 (30) | Oct 2006 (79) | 26.77 | |||||
| -45.92% | Nov 2007 | Feb 2009 (16) | Apr 2011 (42) | 21.56 | |||||
| -25.52% | Jan 2022 | Sep 2022 (9) | Dec 2023 (24) | 12.79 | |||||
| -23.11% | Sep 2000 | Sep 2002 (25) | Nov 2003 (39) | 12.70 | |||||
| -22.15% | Jan 2020 | Mar 2020 (3) | Aug 2020 (8) | 10.05 | |||||
| -20.52% | Jan 2022 | Sep 2022 (9) | Feb 2024 (26) | 9.97 | |||||
| -19.33% | Jan 2020 | Mar 2020 (3) | Nov 2020 (11) | 8.34 | |||||
| -16.94% | May 2011 | Sep 2011 (5) | Nov 2012 (19) | 6.37 | |||||
| -15.80% | May 1998 | Aug 1998 (4) | Mar 1999 (11) | 6.69 | |||||
| -14.59% | May 1998 | Aug 1998 (4) | Nov 1998 (7) | 7.20 | |||||
| -14.45% | Feb 2018 | Dec 2018 (11) | Oct 2019 (21) | 5.44 | |||||
| -13.76% | Jun 2015 | Feb 2016 (9) | Dec 2016 (19) | 6.43 | |||||
| -10.70% | Sep 2018 | Dec 2018 (4) | Apr 2019 (8) | 4.74 | |||||
| -9.84% | Jun 2015 | Feb 2016 (9) | Jul 2016 (14) | 5.14 | |||||
| -8.28% | Aug 1997 | Oct 1997 (3) | Feb 1998 (7) | 5.31 | |||||
| -6.65% | Sep 1994 | Jan 1995 (5) | Apr 1995 (8) | 3.81 | |||||
| -5.50% | Jan 2000 | Jan 2000 (1) | Mar 2000 (3) | 3.81 | |||||
| -5.19% | Sep 1994 | Jan 1995 (5) | Apr 1995 (8) | 3.17 | |||||
| -4.91% | Sep 2020 | Oct 2020 (2) | Nov 2020 (3) | 2.86 | |||||
Drawdown comparison chart since January 1976.
Swipe left to see all data
|
All Country World Stocks Portfolio
|
Ben Stein Long Term Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -57.06% | Nov 2007 | Feb 2009 (16) | Oct 2013 (72) | 26.60 | |||||
| -48.44% | Apr 2000 | Sep 2002 (30) | Oct 2006 (79) | 26.77 | |||||
| -45.92% | Nov 2007 | Feb 2009 (16) | Apr 2011 (42) | 21.56 | |||||
| -26.12% | Sep 1987 | Nov 1987 (3) | Apr 1989 (20) | 12.48 | |||||
| -25.52% | Jan 2022 | Sep 2022 (9) | Dec 2023 (24) | 12.79 | |||||
| -25.28% | Jan 1990 | Sep 1990 (9) | May 1993 (41) | 11.61 | |||||
| -23.11% | Sep 2000 | Sep 2002 (25) | Nov 2003 (39) | 12.70 | |||||
| -22.15% | Jan 2020 | Mar 2020 (3) | Aug 2020 (8) | 10.05 | |||||
| -21.07% | Dec 1980 | Jul 1982 (20) | Nov 1982 (24) | 10.08 | |||||
| -20.52% | Jan 2022 | Sep 2022 (9) | Feb 2024 (26) | 9.97 | |||||
| -20.11% | Sep 1987 | Nov 1987 (3) | Jan 1989 (17) | 9.55 | |||||
| -19.33% | Jan 2020 | Mar 2020 (3) | Nov 2020 (11) | 8.34 | |||||
| -16.94% | May 2011 | Sep 2011 (5) | Nov 2012 (19) | 6.37 | |||||
| -15.80% | May 1998 | Aug 1998 (4) | Mar 1999 (11) | 6.69 | |||||
| -15.40% | Jan 1990 | Sep 1990 (9) | Feb 1991 (14) | 7.45 | |||||
| -14.59% | May 1998 | Aug 1998 (4) | Nov 1998 (7) | 7.20 | |||||
| -14.45% | Feb 2018 | Dec 2018 (11) | Oct 2019 (21) | 5.44 | |||||
| -13.76% | Jun 2015 | Feb 2016 (9) | Dec 2016 (19) | 6.43 | |||||
| -13.32% | Jul 1981 | Jul 1982 (13) | Oct 1982 (16) | 6.86 | |||||
| -10.70% | Sep 2018 | Dec 2018 (4) | Apr 2019 (8) | 4.74 | |||||
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.
Swipe left to see all data
| Year | Return | Drawdown | Return | Drawdown |
|---|---|---|---|---|
| 2024 |
+7.82%
|
0.00% |
+4.33%
|
-1.17% |
| 2023 |
+22.02%
|
-9.69% |
+16.03%
|
-8.92% |
| 2022 |
-18.01%
|
-25.52% |
-14.26%
|
-20.52% |
| 2021 |
+18.27%
|
-4.10% |
+16.72%
|
-3.20% |
| 2020 |
+16.61%
|
-22.15% |
+9.40%
|
-19.33% |
| 2019 |
+26.82%
|
-5.97% |
+21.13%
|
-4.75% |
| 2018 |
-9.76%
|
-14.45% |
-7.39%
|
-10.70% |
| 2017 |
+24.49%
|
0.00% |
+16.88%
|
0.00% |
| 2016 |
+8.51%
|
-6.91% |
+9.22%
|
-4.80% |
| 2015 |
-1.86%
|
-11.65% |
-2.18%
|
-8.57% |
| 2014 |
+3.67%
|
-4.44% |
+5.91%
|
-3.45% |
| 2013 |
+22.95%
|
-3.20% |
+18.10%
|
-2.66% |
| 2012 |
+17.12%
|
-10.01% |
+14.19%
|
-7.09% |
| 2011 |
-7.50%
|
-21.87% |
-3.35%
|
-16.94% |
| 2010 |
+13.08%
|
-12.80% |
+13.80%
|
-10.43% |
| 2009 |
+32.65%
|
-19.35% |
+26.25%
|
-17.28% |
| 2008 |
-43.54%
|
-45.43% |
-30.51%
|
-33.62% |
| 2007 |
+9.64%
|
-5.70% |
+5.66%
|
-5.92% |
| 2006 |
+18.78%
|
-4.43% |
+19.42%
|
-3.62% |
| 2005 |
+8.83%
|
-4.80% |
+10.21%
|
-3.30% |
| 2004 |
+13.30%
|
-4.26% |
+15.66%
|
-4.29% |
| 2003 |
+31.62%
|
-5.55% |
+30.79%
|
-3.98% |
| 2002 |
-20.51%
|
-26.35% |
-10.67%
|
-17.62% |
| 2001 |
-17.26%
|
-26.01% |
-4.80%
|
-15.85% |
| 2000 |
-15.08%
|
-17.07% |
-2.79%
|
-8.99% |
| 1999 |
+25.00%
|
-3.66% |
+21.76%
|
-2.43% |
| 1998 |
+19.93%
|
-14.59% |
+7.54%
|
-15.80% |
| 1997 |
+12.93%
|
-8.28% |
+13.81%
|
-4.54% |
| 1996 |
+10.93%
|
-3.91% |
+15.37%
|
-3.55% |
| 1995 |
+16.90%
|
-2.36% |
+16.95%
|
-1.90% |
| 1994 |
+2.85%
|
-6.20% |
-0.18%
|
-6.15% |
| 1993 |
+22.12%
|
-5.37% |
+23.87%
|
-3.66% |
| 1992 |
-6.70%
|
-8.71% |
+3.67%
|
-3.34% |
| 1991 |
+16.92%
|
-6.55% |
+31.77%
|
-4.13% |
| 1990 |
-18.63%
|
-25.28% |
-8.84%
|
-15.40% |
| 1989 |
+15.15%
|
-4.07% |
+25.31%
|
-2.86% |
| 1988 |
+21.20%
|
-6.38% |
+19.53%
|
-2.49% |
| 1987 |
+16.65%
|
-26.12% |
+2.59%
|
-20.11% |
| 1986 |
+42.65%
|
-5.84% |
+22.75%
|
-4.06% |
| 1985 |
+41.65%
|
-2.26% |
+30.54%
|
-2.54% |
| 1984 |
+5.68%
|
-7.06% |
+8.43%
|
-3.82% |
| 1983 |
+23.14%
|
-3.10% |
+22.02%
|
-2.01% |
| 1982 |
+11.14%
|
-15.33% |
+10.55%
|
-11.34% |
| 1981 |
-3.39%
|
-11.40% |
+1.38%
|
-8.32% |
| 1980 |
+27.59%
|
-10.22% |
+22.39%
|
-9.78% |
| 1979 |
+12.57%
|
-7.36% |
+19.59%
|
-7.08% |
| 1978 |
+18.11%
|
-7.38% |
+14.86%
|
-7.96% |
| 1977 |
+1.91%
|
-5.11% |
+8.12%
|
-1.77% |
| 1976 |
+14.60%
|
-3.44% |
+20.36%
|
-2.40% |
