Ben Stein Long Term vs Dedalo Invest Dedalo Eleven 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 Dedalo Invest Dedalo Eleven Portfolio obtained a 8.50% compound annual return, with a 12.70% standard deviation, in the last 30 Years.

Summary

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Ben Stein Long Term Portfolio Dedalo Invest Dedalo Eleven Portfolio
Portfolio Risk Very High Very High
Asset Allocation Stocks 80% 80%
Fixed Income 20% 20%
Commodities 0% 0%
30 Years Stats Return +7.65% +8.50%
Std Dev 12.41% 12.70%
Max Drawdown -45.92% -44.63%
All time Stats
(Since Jan 1985)
Return +9.39% +10.09%
Std Dev 12.36% 12.73%
Max Drawdown -45.92% -44.63%
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
Dedalo Invest Dedalo Eleven Portfolio +2.53 +16.82 +18.63 +9.03 +8.11 +8.50 +10.09
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).

Dedalo Invest Dedalo Eleven Portfolio: an investment of 1$, since April 1994, now would be worth 11.57$, with a total return of 1056.72% (8.50% 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).

Dedalo Invest Dedalo Eleven Portfolio: an investment of 1$, since January 1985, now would be worth 43.58$, with a total return of 4257.90% (10.09% annualized).

Drawdowns

Drawdown comparison chart since April 1994.

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Ben Stein Long Term Portfolio
Dedalo Invest Dedalo Eleven 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
-44.63% Nov 2007 Feb 2009 (16) Feb 2011 (40) 21.11
-31.29% Apr 2000 Sep 2002 (30) Nov 2004 (56) 16.79
-23.40% Jan 2022 Sep 2022 (9) Feb 2024 (26) 12.11
-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
-17.40% Jan 2020 Mar 2020 (3) Jul 2020 (7) 7.91
-16.94% May 2011 Sep 2011 (5) Nov 2012 (19) 6.37
-15.80% May 1998 Aug 1998 (4) Mar 1999 (11) 6.69
-15.43% May 2011 Sep 2011 (5) Mar 2012 (11) 6.74
-15.40% May 1998 Aug 1998 (4) Nov 1998 (7) 7.06
-10.70% Sep 2018 Dec 2018 (4) Apr 2019 (8) 4.74
-10.59% Feb 2018 Dec 2018 (11) Apr 2019 (15) 4.25
-10.24% Jun 2015 Feb 2016 (9) Jul 2016 (14) 5.50
-9.84% Jun 2015 Feb 2016 (9) Jul 2016 (14) 5.14
-6.70% Apr 2012 May 2012 (2) Sep 2012 (6) 2.96
-5.19% Sep 1994 Jan 1995 (5) Apr 1995 (8) 3.17
-4.93% May 2019 May 2019 (1) Jun 2019 (2) 2.84
-4.89% Aug 1997 Aug 1997 (1) Feb 1998 (7) 2.81

Drawdown comparison chart since January 1985.

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Ben Stein Long Term Portfolio
Dedalo Invest Dedalo Eleven 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
-44.63% Nov 2007 Feb 2009 (16) Feb 2011 (40) 21.11
-31.29% Apr 2000 Sep 2002 (30) Nov 2004 (56) 16.79
-23.40% Jan 2022 Sep 2022 (9) Feb 2024 (26) 12.11
-23.11% Sep 2000 Sep 2002 (25) Nov 2003 (39) 12.70
-22.27% Sep 1987 Nov 1987 (3) Jan 1989 (17) 11.24
-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
-17.40% Jan 2020 Mar 2020 (3) Jul 2020 (7) 7.91
-16.94% May 2011 Sep 2011 (5) Nov 2012 (19) 6.37
-15.80% May 1998 Aug 1998 (4) Mar 1999 (11) 6.69
-15.43% May 2011 Sep 2011 (5) Mar 2012 (11) 6.74
-15.40% Jan 1990 Sep 1990 (9) Feb 1991 (14) 7.45
-15.40% May 1998 Aug 1998 (4) Nov 1998 (7) 7.06
-13.82% Aug 1990 Sep 1990 (2) Feb 1991 (7) 8.04
-10.70% Sep 2018 Dec 2018 (4) Apr 2019 (8) 4.74
-10.59% Feb 2018 Dec 2018 (11) Apr 2019 (15) 4.25
-10.24% Jun 2015 Feb 2016 (9) Jul 2016 (14) 5.50
-9.84% Jun 2015 Feb 2016 (9) Jul 2016 (14) 5.14

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%
+5.81%
-0.31%
2023
+16.03%
-8.92%
+19.09%
-8.80%
2022
-14.26%
-20.52%
-17.79%
-23.40%
2021
+16.72%
-3.20%
+14.88%
-3.84%
2020
+9.40%
-19.33%
+16.06%
-17.40%
2019
+21.13%
-4.75%
+23.92%
-4.93%
2018
-7.39%
-10.70%
-6.48%
-10.59%
2017
+16.88%
0.00%
+20.57%
0.00%
2016
+9.22%
-4.80%
+9.00%
-4.72%
2015
-2.18%
-8.57%
-2.03%
-9.27%
2014
+5.91%
-3.45%
+7.15%
-3.22%
2013
+18.10%
-2.66%
+20.75%
-2.50%
2012
+14.19%
-7.09%
+15.43%
-6.70%
2011
-3.35%
-16.94%
-1.61%
-15.43%
2010
+13.80%
-10.43%
+14.68%
-10.06%
2009
+26.25%
-17.28%
+29.38%
-15.11%
2008
-30.51%
-33.62%
-31.42%
-34.40%
2007
+5.66%
-5.92%
+8.94%
-4.89%
2006
+19.42%
-3.62%
+16.49%
-3.48%
2005
+10.21%
-3.30%
+8.27%
-3.72%
2004
+15.66%
-4.29%
+13.66%
-3.47%
2003
+30.79%
-3.98%
+29.81%
-3.30%
2002
-10.67%
-17.62%
-10.72%
-17.84%
2001
-4.80%
-15.85%
-7.96%
-18.92%
2000
-2.79%
-8.99%
-9.53%
-13.55%
1999
+21.76%
-2.43%
+23.84%
-3.58%
1998
+7.54%
-15.80%
+15.47%
-15.40%
1997
+13.81%
-4.54%
+15.59%
-4.89%
1996
+15.37%
-3.55%
+17.33%
-4.31%
1995
+16.95%
-1.90%
+25.15%
-0.82%
1994
-0.18%
-6.15%
-1.82%
-7.82%
1993
+23.87%
-3.66%
+23.85%
-1.33%
1992
+3.67%
-3.34%
+3.76%
-3.05%
1991
+31.77%
-4.13%
+31.02%
-4.43%
1990
-8.84%
-15.40%
-0.91%
-13.82%
1989
+25.31%
-2.86%
+25.12%
-2.91%
1988
+19.53%
-2.49%
+16.45%
-3.01%
1987
+2.59%
-20.11%
+4.26%
-22.27%
1986
+22.75%
-4.06%
+17.47%
-6.19%
1985
+30.54%
-2.54%
+32.28%
-1.83%