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 Sheltered Sam 70/30 Portfolio obtained a 8.00% compound annual return, with a 10.68% standard deviation, in the last 30 Years.
Summary
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| Ben Stein Long Term Portfolio | Bill Bernstein Sheltered Sam 70/30 Portfolio | ||
|---|---|---|---|
| Portfolio Risk | Very High | High | |
| Asset Allocation | Stocks | 80% | 67.9% |
| Fixed Income | 20% | 30% | |
| Commodities | 0% | 2.1% | |
| 30 Years Stats | Return | +7.65% | +8.00% |
| Std Dev | 12.41% | 10.68% | |
| Max Drawdown | -45.92% | -39.73% | |
| All time Stats (Since Jan 1985) |
Return | +9.39% | +9.57% |
| Std Dev | 12.36% | 10.70% | |
| Max Drawdown | -45.92% | -39.73% | |
| 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 |
| Bill Bernstein Sheltered Sam 70/30 Portfolio | +2.70 | +13.55 | +12.78 | +7.30 | +6.50 | +8.00 | +9.57 |
| 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 Sheltered Sam 70/30 Portfolio: an investment of 1$, since April 1994, now would be worth 10.07$, with a total return of 907.16% (8.00% annualized).
Bill Bernstein Sheltered Sam 70/30 Portfolio: an investment of 1$, since April 1994, now would be worth 10.07$, with a total return of 907.16% (8.00% 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).
Bill Bernstein Sheltered Sam 70/30 Portfolio: an investment of 1$, since January 1985, now would be worth 36.16$, with a total return of 3515.74% (9.57% annualized).
Bill Bernstein Sheltered Sam 70/30 Portfolio: an investment of 1$, since January 1985, now would be worth 36.16$, with a total return of 3515.74% (9.57% annualized).
Drawdowns
Drawdown comparison chart since April 1994.
Swipe left to see all data
|
Ben Stein Long Term Portfolio
|
Bill Bernstein Sheltered Sam 70/30 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 | |||||
| -39.73% | Nov 2007 | Feb 2009 (16) | Jan 2011 (39) | 17.81 | |||||
| -23.11% | Sep 2000 | Sep 2002 (25) | Nov 2003 (39) | 12.70 | |||||
| -20.52% | Jan 2022 | Sep 2022 (9) | Feb 2024 (26) | 9.97 | |||||
| -19.33% | Jan 2020 | Mar 2020 (3) | Nov 2020 (11) | 8.34 | |||||
| -17.80% | Jan 2022 | Sep 2022 (9) | Feb 2024 (26) | 8.19 | |||||
| -17.14% | Jan 2020 | Mar 2020 (3) | Nov 2020 (11) | 7.51 | |||||
| -16.94% | May 2011 | Sep 2011 (5) | Nov 2012 (19) | 6.37 | |||||
| -15.80% | May 1998 | Aug 1998 (4) | Mar 1999 (11) | 6.69 | |||||
| -13.73% | Feb 2001 | Sep 2002 (20) | Jul 2003 (30) | 7.20 | |||||
| -13.47% | May 2011 | Sep 2011 (5) | Mar 2012 (11) | 5.71 | |||||
| -13.19% | May 1998 | Aug 1998 (4) | Jan 1999 (9) | 5.63 | |||||
| -10.70% | Sep 2018 | Dec 2018 (4) | Apr 2019 (8) | 4.74 | |||||
| -9.84% | Jun 2015 | Feb 2016 (9) | Jul 2016 (14) | 5.14 | |||||
| -9.24% | Sep 2018 | Dec 2018 (4) | Apr 2019 (8) | 4.03 | |||||
| -7.28% | Jun 2015 | Jan 2016 (8) | Jun 2016 (13) | 4.02 | |||||
| -5.42% | Apr 2012 | May 2012 (2) | Aug 2012 (5) | 2.48 | |||||
| -5.19% | Sep 1994 | Jan 1995 (5) | Apr 1995 (8) | 3.17 | |||||
| -4.75% | May 2019 | May 2019 (1) | Jul 2019 (3) | 2.37 | |||||
| -4.68% | Sep 1994 | Nov 1994 (3) | Mar 1995 (7) | 2.55 | |||||
Drawdown comparison chart since January 1985.
Swipe left to see all data
|
Ben Stein Long Term Portfolio
|
Bill Bernstein Sheltered Sam 70/30 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 | |||||
| -39.73% | Nov 2007 | Feb 2009 (16) | Jan 2011 (39) | 17.81 | |||||
| -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 | |||||
| -19.33% | Jan 2020 | Mar 2020 (3) | Nov 2020 (11) | 8.34 | |||||
| -18.62% | Sep 1987 | Nov 1987 (3) | Jan 1989 (17) | 8.81 | |||||
| -17.80% | Jan 2022 | Sep 2022 (9) | Feb 2024 (26) | 8.19 | |||||
| -17.14% | Jan 2020 | Mar 2020 (3) | Nov 2020 (11) | 7.51 | |||||
| -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 | |||||
| -13.73% | Feb 2001 | Sep 2002 (20) | Jul 2003 (30) | 7.20 | |||||
| -13.47% | May 2011 | Sep 2011 (5) | Mar 2012 (11) | 5.71 | |||||
| -13.19% | May 1998 | Aug 1998 (4) | Jan 1999 (9) | 5.63 | |||||
| -11.32% | Jan 1990 | Sep 1990 (9) | Feb 1991 (14) | 5.61 | |||||
| -10.70% | Sep 2018 | Dec 2018 (4) | Apr 2019 (8) | 4.74 | |||||
| -9.84% | Jun 2015 | Feb 2016 (9) | Jul 2016 (14) | 5.14 | |||||
| -9.24% | Sep 2018 | Dec 2018 (4) | Apr 2019 (8) | 4.03 | |||||
| -7.28% | Jun 2015 | Jan 2016 (8) | Jun 2016 (13) | 4.02 | |||||
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 |
+4.33%
|
-1.17% |
+3.83%
|
-0.91% |
| 2023 |
+16.03%
|
-8.92% |
+12.01%
|
-7.88% |
| 2022 |
-14.26%
|
-20.52% |
-11.08%
|
-17.80% |
| 2021 |
+16.72%
|
-3.20% |
+16.83%
|
-2.82% |
| 2020 |
+9.40%
|
-19.33% |
+7.39%
|
-17.14% |
| 2019 |
+21.13%
|
-4.75% |
+19.18%
|
-4.14% |
| 2018 |
-7.39%
|
-10.70% |
-5.89%
|
-9.24% |
| 2017 |
+16.88%
|
0.00% |
+13.05%
|
-0.08% |
| 2016 |
+9.22%
|
-4.80% |
+11.18%
|
-3.19% |
| 2015 |
-2.18%
|
-8.57% |
-1.94%
|
-7.16% |
| 2014 |
+5.91%
|
-3.45% |
+6.76%
|
-2.99% |
| 2013 |
+18.10%
|
-2.66% |
+16.94%
|
-2.46% |
| 2012 |
+14.19%
|
-7.09% |
+12.52%
|
-5.42% |
| 2011 |
-3.35%
|
-16.94% |
+0.50%
|
-13.47% |
| 2010 |
+13.80%
|
-10.43% |
+13.77%
|
-8.97% |
| 2009 |
+26.25%
|
-17.28% |
+21.02%
|
-16.33% |
| 2008 |
-30.51%
|
-33.62% |
-24.68%
|
-28.02% |
| 2007 |
+5.66%
|
-5.92% |
+4.59%
|
-4.37% |
| 2006 |
+19.42%
|
-3.62% |
+16.71%
|
-2.69% |
| 2005 |
+10.21%
|
-3.30% |
+8.34%
|
-2.72% |
| 2004 |
+15.66%
|
-4.29% |
+14.43%
|
-4.11% |
| 2003 |
+30.79%
|
-3.98% |
+27.42%
|
-3.27% |
| 2002 |
-10.67%
|
-17.62% |
-5.96%
|
-13.51% |
| 2001 |
-4.80%
|
-15.85% |
-1.22%
|
-10.33% |
| 2000 |
-2.79%
|
-8.99% |
+5.24%
|
-4.34% |
| 1999 |
+21.76%
|
-2.43% |
+11.96%
|
-3.00% |
| 1998 |
+7.54%
|
-15.80% |
+8.60%
|
-13.19% |
| 1997 |
+13.81%
|
-4.54% |
+16.84%
|
-3.17% |
| 1996 |
+15.37%
|
-3.55% |
+14.61%
|
-3.02% |
| 1995 |
+16.95%
|
-1.90% |
+23.07%
|
-1.38% |
| 1994 |
-0.18%
|
-6.15% |
-1.61%
|
-6.31% |
| 1993 |
+23.87%
|
-3.66% |
+20.97%
|
-2.41% |
| 1992 |
+3.67%
|
-3.34% |
+9.07%
|
-1.49% |
| 1991 |
+31.77%
|
-4.13% |
+26.59%
|
-3.38% |
| 1990 |
-8.84%
|
-15.40% |
-5.51%
|
-11.32% |
| 1989 |
+25.31%
|
-2.86% |
+22.39%
|
-1.95% |
| 1988 |
+19.53%
|
-2.49% |
+16.42%
|
-2.07% |
| 1987 |
+2.59%
|
-20.11% |
+3.45%
|
-18.62% |
| 1986 |
+22.75%
|
-4.06% |
+22.33%
|
-3.99% |
| 1985 |
+30.54%
|
-2.54% |
+30.18%
|
-1.92% |
