Ben Stein Long Term vs Bill Bernstein No Brainer 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 Bill Bernstein No Brainer Portfolio obtained a 7.69% compound annual return, with a 11.73% standard deviation, in the last 30 Years.

Summary

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Ben Stein Long Term Portfolio Bill Bernstein No Brainer Portfolio
Portfolio Risk Very High High
Asset Allocation Stocks 80% 75%
Fixed Income 20% 25%
Commodities 0% 0%
30 Years Stats Return +7.65% +7.69%
Std Dev 12.41% 11.73%
Max Drawdown -45.92% -40.40%
All time Stats
(Since Jan 1976)
Return +10.23% +10.15%
Std Dev 12.19% 11.80%
Max Drawdown -45.92% -40.40%
Last Update: 31 March 2024

Historical Returns as of Mar 31, 2024

Comparison period starts from January 1976

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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 +10.23
Bill Bernstein No Brainer Portfolio +2.40 +14.70 +15.47 +8.01 +6.96 +7.69 +10.15
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).

Bill Bernstein No Brainer Portfolio: an investment of 1$, since April 1994, now would be worth 9.22$, with a total return of 822.34% (7.69% 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).

Bill Bernstein No Brainer Portfolio: an investment of 1$, since January 1976, now would be worth 106.10$, with a total return of 10509.78% (10.15% annualized).

Drawdowns

Drawdown comparison chart since April 1994.

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Ben Stein Long Term Portfolio
Bill Bernstein No Brainer 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
-40.40% Nov 2007 Feb 2009 (16) Feb 2011 (40) 18.40
-24.46% Apr 2000 Sep 2002 (30) Dec 2003 (45) 13.30
-23.11% Sep 2000 Sep 2002 (25) Nov 2003 (39) 12.70
-20.52% Jan 2022 Sep 2022 (9) Feb 2024 (26) 9.97
-19.76% Jan 2022 Sep 2022 (9) Feb 2024 (26) 9.75
-19.33% Jan 2020 Mar 2020 (3) Nov 2020 (11) 8.34
-18.24% Jan 2020 Mar 2020 (3) Aug 2020 (8) 8.70
-16.94% May 2011 Sep 2011 (5) Nov 2012 (19) 6.37
-16.20% May 2011 Sep 2011 (5) Sep 2012 (17) 6.47
-15.80% May 1998 Aug 1998 (4) Mar 1999 (11) 6.69
-13.95% May 1998 Aug 1998 (4) Dec 1998 (8) 6.45
-11.92% Sep 2018 Dec 2018 (4) Oct 2019 (14) 4.83
-10.70% Sep 2018 Dec 2018 (4) Apr 2019 (8) 4.74
-9.84% Jun 2015 Feb 2016 (9) Jul 2016 (14) 5.14
-9.17% Jun 2015 Feb 2016 (9) Jul 2016 (14) 4.70
-5.19% Sep 1994 Jan 1995 (5) Apr 1995 (8) 3.17
-4.75% May 2019 May 2019 (1) Jul 2019 (3) 2.37
-4.66% Jun 1996 Jul 1996 (2) Sep 1996 (4) 2.42
-4.54% Oct 1997 Oct 1997 (1) Feb 1998 (5) 2.74

Drawdown comparison chart since January 1976.

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Ben Stein Long Term Portfolio
Bill Bernstein No Brainer 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
-40.40% Nov 2007 Feb 2009 (16) Feb 2011 (40) 18.40
-24.46% Apr 2000 Sep 2002 (30) Dec 2003 (45) 13.30
-23.11% Sep 2000 Sep 2002 (25) Nov 2003 (39) 12.70
-20.52% Jan 2022 Sep 2022 (9) Feb 2024 (26) 9.97
-20.11% Sep 1987 Nov 1987 (3) Jan 1989 (17) 9.55
-19.76% Jan 2022 Sep 2022 (9) Feb 2024 (26) 9.75
-19.71% Sep 1987 Nov 1987 (3) Jan 1989 (17) 9.28
-19.33% Jan 2020 Mar 2020 (3) Nov 2020 (11) 8.34
-18.24% Jan 2020 Mar 2020 (3) Aug 2020 (8) 8.70
-16.94% May 2011 Sep 2011 (5) Nov 2012 (19) 6.37
-16.20% May 2011 Sep 2011 (5) Sep 2012 (17) 6.47
-15.80% May 1998 Aug 1998 (4) Mar 1999 (11) 6.69
-15.40% Jan 1990 Sep 1990 (9) Feb 1991 (14) 7.45
-14.76% Jan 1990 Sep 1990 (9) Feb 1991 (14) 7.56
-13.95% May 1998 Aug 1998 (4) Dec 1998 (8) 6.45
-13.32% Jul 1981 Jul 1982 (13) Oct 1982 (16) 6.86
-11.92% Sep 2018 Dec 2018 (4) Oct 2019 (14) 4.83
-10.70% Sep 2018 Dec 2018 (4) Apr 2019 (8) 4.74
-10.53% Feb 1980 Mar 1980 (2) Jun 1980 (5) 4.89

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%
+4.36%
-0.87%
2023
+16.03%
-8.92%
+15.77%
-8.54%
2022
-14.26%
-20.52%
-13.89%
-19.76%
2021
+16.72%
-3.20%
+15.39%
-2.73%
2020
+9.40%
-19.33%
+11.61%
-18.24%
2019
+21.13%
-4.75%
+19.82%
-5.15%
2018
-7.39%
-10.70%
-6.41%
-11.92%
2017
+16.88%
0.00%
+15.70%
-0.29%
2016
+9.22%
-4.80%
+11.03%
-4.44%
2015
-2.18%
-8.57%
-1.35%
-7.81%
2014
+5.91%
-3.45%
+3.78%
-3.16%
2013
+18.10%
-2.66%
+22.10%
-1.89%
2012
+14.19%
-7.09%
+12.91%
-6.94%
2011
-3.35%
-16.94%
-2.59%
-16.20%
2010
+13.80%
-10.43%
+14.15%
-9.69%
2009
+26.25%
-17.28%
+22.80%
-15.37%
2008
-30.51%
-33.62%
-26.26%
-28.63%
2007
+5.66%
-5.92%
+7.14%
-4.50%
2006
+19.42%
-3.62%
+15.27%
-3.41%
2005
+10.21%
-3.30%
+7.66%
-4.07%
2004
+15.66%
-4.29%
+13.66%
-3.04%
2003
+30.79%
-3.98%
+27.39%
-4.14%
2002
-10.67%
-17.62%
-10.88%
-16.92%
2001
-4.80%
-15.85%
-4.49%
-14.84%
2000
-2.79%
-8.99%
-4.63%
-10.08%
1999
+21.76%
-2.43%
+18.99%
-3.58%
1998
+7.54%
-15.80%
+12.24%
-13.95%
1997
+13.81%
-4.54%
+15.88%
-4.06%
1996
+15.37%
-3.55%
+12.52%
-4.66%
1995
+16.95%
-1.90%
+20.57%
-1.62%
1994
-0.18%
-6.15%
+2.49%
-4.18%
1993
+23.87%
-3.66%
+16.21%
-3.68%
1992
+3.67%
-3.34%
+4.40%
-3.33%
1991
+31.77%
-4.13%
+24.11%
-4.26%
1990
-8.84%
-15.40%
-9.08%
-14.76%
1989
+25.31%
-2.86%
+18.78%
-2.53%
1988
+19.53%
-2.49%
+17.83%
-3.06%
1987
+2.59%
-20.11%
+8.39%
-19.71%
1986
+22.75%
-4.06%
+25.39%
-4.13%
1985
+30.54%
-2.54%
+32.35%
-2.40%
1984
+8.43%
-3.82%
+4.70%
-6.54%
1983
+22.02%
-2.01%
+21.16%
-2.72%
1982
+10.55%
-11.34%
+17.74%
-8.02%
1981
+1.38%
-8.32%
+2.36%
-9.62%
1980
+22.39%
-9.78%
+24.96%
-10.53%
1979
+19.59%
-7.08%
+19.11%
-7.00%
1978
+14.86%
-7.96%
+14.56%
-9.37%
1977
+8.12%
-1.77%
+6.69%
-2.39%
1976
+20.36%
-2.40%
+19.98%
-3.10%