Ben Stein Long Term vs Aim Ways Aim comfortable trip Portfolio Comparison

Last Update: 31 March 2024

The Ben Stein Long Term Portfolio obtained a 7.65% compound annual return, with a 12.41% standard deviation, in the last 30 Years.

The Aim Ways Aim comfortable trip Portfolio obtained a 7.61% compound annual return, with a 7.58% standard deviation, in the last 30 Years.

Summary

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Ben Stein Long Term Portfolio Aim Ways Aim comfortable trip Portfolio
Portfolio Risk Very High High
Asset Allocation Stocks 80% 40%
Fixed Income 20% 45%
Commodities 0% 15%
30 Years Stats Return +7.65% +7.61%
Std Dev 12.41% 7.58%
Max Drawdown -45.92% -20.15%
All time Stats
(Since Jan 1985)
Return +9.39% +8.86%
Std Dev 12.36% 7.64%
Max Drawdown -45.92% -20.15%
Last Update: 31 March 2024

Historical Returns as of Mar 31, 2024

Comparison period starts from January 1985

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1M 6M 1Y 5Y 10Y 30Y MAX
Ben Stein Long Term Portfolio +2.36 +14.99 +15.27 +7.79 +6.81 +7.65 +9.39
Aim Ways Aim comfortable trip Portfolio +2.90 +12.53 +12.76 +6.90 +5.88 +7.61 +8.86
Return over 1 year are annualized.

Capital Growth as of Mar 31, 2024

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).

Aim Ways Aim comfortable trip Portfolio: an investment of 1$, since April 1994, now would be worth 9.02$, with a total return of 801.93% (7.61% annualized).

Ben Stein Long Term Portfolio: an investment of 1$, since January 1985, now would be worth 33.91$, with a total return of 3291.49% (9.39% annualized).

Aim Ways Aim comfortable trip Portfolio: an investment of 1$, since January 1985, now would be worth 28.02$, with a total return of 2701.65% (8.86% annualized).

Drawdowns

Drawdown comparison chart since April 1994.

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Ben Stein Long Term Portfolio
Aim Ways Aim comfortable trip Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-45.92% Nov 2007 Feb 2009 (16) Apr 2011 (42) 21.56
-23.11% Sep 2000 Sep 2002 (25) Nov 2003 (39) 12.70
-20.52% Jan 2022 Sep 2022 (9) Feb 2024 (26) 9.97
-20.15% Nov 2007 Feb 2009 (16) Sep 2009 (23) 10.02
-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
-15.56% Jan 2022 Sep 2022 (9) Dec 2023 (24) 7.08
-10.70% Sep 2018 Dec 2018 (4) Apr 2019 (8) 4.74
-9.84% Jun 2015 Feb 2016 (9) Jul 2016 (14) 5.14
-9.39% Feb 2020 Mar 2020 (2) Jul 2020 (6) 4.14
-8.35% Jun 2002 Sep 2002 (4) May 2003 (12) 4.77
-7.64% Sep 2000 Sep 2001 (13) May 2002 (21) 3.98
-7.22% May 1998 Aug 1998 (4) Oct 1998 (6) 2.93
-5.67% May 2011 Sep 2011 (5) Jan 2012 (9) 2.09
-5.19% Sep 1994 Jan 1995 (5) Apr 1995 (8) 3.17
-4.92% Mar 2015 Sep 2015 (7) Mar 2016 (13) 2.56
-4.78% Sep 2018 Dec 2018 (4) Feb 2019 (6) 2.42
-4.75% May 2019 May 2019 (1) Jul 2019 (3) 2.37
-4.54% Oct 1997 Oct 1997 (1) Feb 1998 (5) 2.74

Drawdown comparison chart since January 1985.

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Ben Stein Long Term Portfolio
Aim Ways Aim comfortable trip Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-45.92% Nov 2007 Feb 2009 (16) Apr 2011 (42) 21.56
-23.11% Sep 2000 Sep 2002 (25) Nov 2003 (39) 12.70
-20.52% Jan 2022 Sep 2022 (9) Feb 2024 (26) 9.97
-20.15% Nov 2007 Feb 2009 (16) Sep 2009 (23) 10.02
-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
-15.56% Jan 2022 Sep 2022 (9) Dec 2023 (24) 7.08
-15.40% Jan 1990 Sep 1990 (9) Feb 1991 (14) 7.45
-11.65% Sep 1987 Nov 1987 (3) Oct 1988 (14) 5.29
-10.70% Sep 2018 Dec 2018 (4) Apr 2019 (8) 4.74
-9.84% Jun 2015 Feb 2016 (9) Jul 2016 (14) 5.14
-9.39% Feb 2020 Mar 2020 (2) Jul 2020 (6) 4.14
-8.36% Jan 1990 Oct 1990 (10) Feb 1991 (14) 4.03
-8.35% Jun 2002 Sep 2002 (4) May 2003 (12) 4.77
-7.64% Sep 2000 Sep 2001 (13) May 2002 (21) 3.98
-7.22% May 1998 Aug 1998 (4) Oct 1998 (6) 2.93
-6.15% Feb 1994 Mar 1994 (2) May 1995 (16) 3.63
-5.67% May 2011 Sep 2011 (5) Jan 2012 (9) 2.09

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
+4.33%
-1.17%
+3.12%
-0.68%
2023
+16.03%
-8.92%
+15.78%
-4.47%
2022
-14.26%
-20.52%
-10.58%
-15.56%
2021
+16.72%
-3.20%
+7.29%
-2.26%
2020
+9.40%
-19.33%
+11.36%
-9.39%
2019
+21.13%
-4.75%
+16.14%
-2.32%
2018
-7.39%
-10.70%
-2.40%
-4.78%
2017
+16.88%
0.00%
+11.42%
-0.42%
2016
+9.22%
-4.80%
+7.92%
-2.09%
2015
-2.18%
-8.57%
-1.20%
-4.92%
2014
+5.91%
-3.45%
+5.31%
-2.23%
2013
+18.10%
-2.66%
+7.86%
-3.94%
2012
+14.19%
-7.09%
+10.85%
-4.39%
2011
-3.35%
-16.94%
+3.71%
-5.67%
2010
+13.80%
-10.43%
+13.58%
-4.02%
2009
+26.25%
-17.28%
+21.18%
-6.93%
2008
-30.51%
-33.62%
-12.97%
-17.75%
2007
+5.66%
-5.92%
+9.30%
-2.21%
2006
+19.42%
-3.62%
+12.61%
-2.81%
2005
+10.21%
-3.30%
+7.58%
-2.16%
2004
+15.66%
-4.29%
+10.79%
-2.87%
2003
+30.79%
-3.98%
+21.92%
-1.65%
2002
-10.67%
-17.62%
-0.23%
-8.35%
2001
-4.80%
-15.85%
-0.43%
-7.19%
2000
-2.79%
-8.99%
+1.50%
-5.41%
1999
+21.76%
-2.43%
+14.90%
-2.99%
1998
+7.54%
-15.80%
+18.20%
-7.22%
1997
+13.81%
-4.54%
+3.83%
-3.99%
1996
+15.37%
-3.55%
+10.16%
-1.62%
1995
+16.95%
-1.90%
+19.66%
-0.17%
1994
-0.18%
-6.15%
-2.00%
-5.21%
1993
+23.87%
-3.66%
+16.10%
-0.81%
1992
+3.67%
-3.34%
+7.83%
-1.96%
1991
+31.77%
-4.13%
+21.40%
-2.60%
1990
-8.84%
-15.40%
-2.90%
-8.36%
1989
+25.31%
-2.86%
+13.45%
-0.99%
1988
+19.53%
-2.49%
+10.56%
-1.94%
1987
+2.59%
-20.11%
+10.38%
-11.65%
1986
+22.75%
-4.06%
+21.36%
-1.76%
1985
+30.54%
-2.54%
+28.00%
-1.27%