Ben Stein Long Term vs Aim Ways Gold Pivot Ptf Portfolio Comparison

Period: January 1985 - October 2024 (~40 years)
Consolidated Returns as of 31 October 2024
Rebalancing: at every Jan 1st
Currency: USD
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Ben Stein Long Term Portfolio
1.00$
Initial Capital
November 1994
9.21$
Final Capital
October 2024
7.68%
Yearly Return
12.44
Std Deviation
-45.92%
Max Drawdown
42months
Recovery Period
Aim Ways Gold Pivot Ptf Portfolio
1.00$
Initial Capital
November 1994
11.09$
Final Capital
October 2024
8.35%
Yearly Return
8.21
Std Deviation
-19.49%
Max Drawdown
18months
Recovery Period
Ben Stein Long Term Portfolio
1.00$
Initial Capital
January 1985
35.98$
Final Capital
October 2024
9.41%
Yearly Return
12.31
Std Deviation
-45.92%
Max Drawdown
42months
Recovery Period
Aim Ways Gold Pivot Ptf Portfolio
1.00$
Initial Capital
January 1985
27.04$
Final Capital
October 2024
8.63%
Yearly Return
7.80
Std Deviation
-19.49%
Max Drawdown
18months
Recovery Period

The Ben Stein Long Term Portfolio obtained a 7.68% compound annual return, with a 12.44% standard deviation, in the last 30 Years.

The Aim Ways Gold Pivot Ptf Portfolio obtained a 8.35% compound annual return, with a 8.21% standard deviation, in the last 30 Years.

Returns as of Oct 31, 2024

The portfolios guaranteed the following returns.

RETURN COMPARISON
Period: 1 January 1985 - 31 October 2024 (~40 years)
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Return (%) as of Oct 31, 2024
YTD
(10M)
1M 6M 1Y 5Y 10Y 30Y MAX
(~40Y)
Long Term Portfolio
Ben Stein
10.68 -2.04 9.54 25.23 7.94 7.04 7.68 9.41
Gold Pivot Ptf
Aim Ways
16.82 1.06 12.23 26.27 8.90 7.86 8.35 8.63
Return over 1 year are annualized.

Capital Growth as of Oct 31, 2024

Ben Stein Long Term Portfolio: an investment of 1$, since November 1994, now would be worth 9.21$, with a total return of 821.39% (7.68% annualized).

Aim Ways Gold Pivot Ptf Portfolio: an investment of 1$, since November 1994, now would be worth 11.09$, with a total return of 1009.28% (8.35% annualized).


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Ben Stein Long Term Portfolio: an investment of 1$, since January 1985, now would be worth 35.98$, with a total return of 3497.62% (9.41% annualized).

Aim Ways Gold Pivot Ptf Portfolio: an investment of 1$, since January 1985, now would be worth 27.04$, with a total return of 2604.06% (8.63% annualized).


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Metrics as of Oct 31, 2024

The following metrics, updated as of 31 October 2024, provide an overview of performance and risk.

METRIC COMPARISON
Period: 1 November 2023 - 31 October 2024 (1 year)
Period: 1 November 2019 - 31 October 2024 (5 years)
Period: 1 November 2014 - 31 October 2024 (10 years)
Period: 1 November 1994 - 31 October 2024 (30 years)
Period: 1 January 1985 - 31 October 2024 (~40 years)
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Long Term Portfolio Gold Pivot Ptf
Author Ben Stein Aim Ways
ASSET ALLOCATION
Stocks 80% 22%
Fixed Income 20% 44%
Commodities 0% 34%
PERFORMANCES
Annualized Return (%) 25.23 26.27
Infl. Adjusted Return (%) 22.08 23.10
DRAWDOWN
Deepest Drawdown Depth (%) -3.34 -0.50
Start to Recovery (months) 2 2
Longest Drawdown Depth (%) -1.17 -0.23
Start to Recovery (months) 2 2
Longest Negative Period (months) 2 1
RISK INDICATORS
Standard Deviation (%) 10.10 5.26
Sharpe Ratio 1.97 3.98
Sortino Ratio 2.70 5.76
Ulcer Index 1.13 0.15
Ratio: Return / Standard Deviation 2.50 4.99
Ratio: Return / Deepest Drawdown 7.56 52.75
Metrics calculated over the period 1 November 2023 - 31 October 2024
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Long Term Portfolio Gold Pivot Ptf
Author Ben Stein Aim Ways
ASSET ALLOCATION
Stocks 80% 22%
Fixed Income 20% 44%
Commodities 0% 34%
PERFORMANCES
Annualized Return (%) 7.94 8.90
Infl. Adjusted Return (%) 3.62 4.54
DRAWDOWN
Deepest Drawdown Depth (%) -20.52 -15.46
Start to Recovery (months) 26 23
Longest Drawdown Depth (%) -20.52 -15.46
Start to Recovery (months) 26 23
Longest Negative Period (months) 32 33
RISK INDICATORS
Standard Deviation (%) 14.27 9.31
Sharpe Ratio 0.40 0.72
Sortino Ratio 0.53 0.99
Ulcer Index 7.63 4.91
Ratio: Return / Standard Deviation 0.56 0.96
Ratio: Return / Deepest Drawdown 0.39 0.58
Metrics calculated over the period 1 November 2019 - 31 October 2024
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Long Term Portfolio Gold Pivot Ptf
Author Ben Stein Aim Ways
ASSET ALLOCATION
Stocks 80% 22%
Fixed Income 20% 44%
Commodities 0% 34%
PERFORMANCES
Annualized Return (%) 7.04 7.86
Infl. Adjusted Return (%) 4.04 4.84
DRAWDOWN
Deepest Drawdown Depth (%) -20.52 -15.46
Start to Recovery (months) 26 23
Longest Drawdown Depth (%) -20.52 -15.46
Start to Recovery (months) 26 23
Longest Negative Period (months) 34 33
RISK INDICATORS
Standard Deviation (%) 11.97 7.84
Sharpe Ratio 0.46 0.81
Sortino Ratio 0.61 1.15
Ulcer Index 5.92 3.79
Ratio: Return / Standard Deviation 0.59 1.00
Ratio: Return / Deepest Drawdown 0.34 0.51
Metrics calculated over the period 1 November 2014 - 31 October 2024
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Long Term Portfolio Gold Pivot Ptf
Author Ben Stein Aim Ways
ASSET ALLOCATION
Stocks 80% 22%
Fixed Income 20% 44%
Commodities 0% 34%
PERFORMANCES
Annualized Return (%) 7.68 8.35
Infl. Adjusted Return (%) 5.03 5.69
DRAWDOWN
Deepest Drawdown Depth (%) -45.92 -19.49
Start to Recovery (months) 42 18
Longest Drawdown Depth (%) -45.92 -12.99
Start to Recovery (months) 42 39
Longest Negative Period (months) 110 39
RISK INDICATORS
Standard Deviation (%) 12.44 8.21
Sharpe Ratio 0.43 0.74
Sortino Ratio 0.56 1.02
Ulcer Index 9.47 4.21
Ratio: Return / Standard Deviation 0.62 1.02
Ratio: Return / Deepest Drawdown 0.17 0.43
Metrics calculated over the period 1 November 1994 - 31 October 2024
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Long Term Portfolio Gold Pivot Ptf
Author Ben Stein Aim Ways
ASSET ALLOCATION
Stocks 80% 22%
Fixed Income 20% 44%
Commodities 0% 34%
PERFORMANCES
Annualized Return (%) 9.41 8.63
Infl. Adjusted Return (%) 6.44 5.68
DRAWDOWN
Deepest Drawdown Depth (%) -45.92 -19.49
Start to Recovery (months) 42 18
Longest Drawdown Depth (%) -45.92 -12.99
Start to Recovery (months) 42 39
Longest Negative Period (months) 110 39
RISK INDICATORS
Standard Deviation (%) 12.31 7.80
Sharpe Ratio 0.51 0.70
Sortino Ratio 0.66 0.98
Ulcer Index 8.57 3.82
Ratio: Return / Standard Deviation 0.76 1.11
Ratio: Return / Deepest Drawdown 0.20 0.44
Metrics calculated over the period 1 January 1985 - 31 October 2024

Drawdowns

DRAWDOWN COMPARISON
Period: 1 November 1994 - 31 October 2024 (30 years)
Period: 1 January 1985 - 31 October 2024 (~40 years)

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Long Term Portfolio Gold Pivot Ptf
Drawdown
(%)
Recovery
(#Months)
From
To
Drawdown
(%)
Recovery
(#Months)
From
To
-45.92 42 Nov 2007
Apr 2011
-23.11 39 Sep 2000
Nov 2003
-20.52 26 Jan 2022
Feb 2024
-19.49 18 Mar 2008
Aug 2009
-19.33 11 Jan 2020
Nov 2020
-16.94 19 May 2011
Nov 2012
-15.80 11 May 1998
Mar 1999
-15.46 23 Jan 2022
Nov 2023
-12.99 39 Mar 2000
May 2003
-10.70 8 Sep 2018
Apr 2019
-9.84 14 Jun 2015
Jul 2016
-9.18 17 Oct 2012
Feb 2014
-6.06 5 May 1998
Sep 1998
-5.71 5 Sep 2011
Jan 2012
-5.62 6 Oct 1997
Mar 1998

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Long Term Portfolio Gold Pivot Ptf
Drawdown
(%)
Recovery
(#Months)
From
To
Drawdown
(%)
Recovery
(#Months)
From
To
-45.92 42 Nov 2007
Apr 2011
-23.11 39 Sep 2000
Nov 2003
-20.52 26 Jan 2022
Feb 2024
-20.11 17 Sep 1987
Jan 1989
-19.49 18 Mar 2008
Aug 2009
-19.33 11 Jan 2020
Nov 2020
-16.94 19 May 2011
Nov 2012
-15.80 11 May 1998
Mar 1999
-15.46 23 Jan 2022
Nov 2023
-15.40 14 Jan 1990
Feb 1991
-12.99 39 Mar 2000
May 2003
-10.70 8 Sep 2018
Apr 2019
-9.84 14 Jun 2015
Jul 2016
-9.18 17 Oct 2012
Feb 2014
-7.14 15 Dec 1989
Feb 1991

Rolling Returns

By selecting the 'Rolling Period', the chart and data will update. To study a different date range, change the simulation settings.

You can explore the Rolling Returns for a single portfolio, or check the return differential, by switching on "Head To Head" toggle.

Rolling Returns Comparison
Rolling Returns Chart
Rolling Returns Chart - Inflation Adjusted
Time Period: 1 January 1985 - 31 October 2024 (~40 years)


Head To Head (Ptf 1 vs Ptf 2):
US Inflation Adjusted:

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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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Long Term Portfolio Gold Pivot Ptf
Year Return Drawdown Return Drawdown
2024
10.68% -3.34% 16.82% -0.50%
2023
16.02% -8.92% 17.87% -4.11%
2022
-14.26% -20.52% -11.42% -15.46%
2021
16.72% -3.20% 4.01% -4.11%
2020
9.40% -19.33% 18.54% -5.61%
2019
21.13% -4.75% 18.24% -1.03%
2018
-7.39% -10.70% 0.01% -2.56%
2017
16.88% 0.00% 12.25% -1.32%
2016
9.22% -4.80% 7.68% -5.47%
2015
-2.18% -8.57% -2.07% -5.55%
2014
5.91% -3.45% 6.26% -2.55%
2013
18.10% -2.66% -1.77% -8.02%
2012
14.19% -7.09% 10.26% -3.78%
2011
-3.35% -16.94% 8.11% -5.71%
2010
13.80% -10.43% 18.24% -1.29%
2009
26.25% -17.28% 26.47% -2.40%
2008
-30.51% -33.62% -9.56% -19.49%
2007
5.66% -5.92% 15.46% -1.98%
2006
19.42% -3.62% 11.68% -3.60%
2005
10.21% -3.30% 8.58% -2.17%
2004
15.66% -4.29% 7.13% -3.73%
2003
30.79% -3.98% 19.35% -2.07%
2002
-10.67% -17.62% 4.89% -6.10%
2001
-4.80% -15.85% -1.82% -7.75%
2000
-2.79% -8.99% -4.73% -8.07%
1999
21.76% -2.43% 17.47% -3.69%
1998
7.54% -15.80% 20.77% -6.06%
1997
13.81% -4.54% -2.12% -5.62%
1996
15.37% -3.55% 8.83% -1.21%
1995
16.95% -1.90% 18.41% -0.12%
1994
-0.18% -6.15% -2.97% -5.11%
1993
23.87% -3.66% 15.87% -1.82%
1992
3.67% -3.34% 5.39% -3.33%
1991
31.77% -4.13% 19.63% -1.36%
1990
-8.84% -15.40% -1.37% -6.49%
1989
25.31% -2.86% 9.05% -0.91%
1988
19.53% -2.49% 2.41% -2.76%
1987
2.59% -20.11% 11.67% -6.76%
1986
22.75% -4.06% 15.85% -0.90%
1985
30.54% -2.54% 20.28% -2.71%