Ben Stein Long Term vs Aim Ways Gold Pivot Ptf 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 Gold Pivot Ptf Portfolio obtained a 7.96% compound annual return, with a 8.21% standard deviation, in the last 30 Years.

Summary

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Ben Stein Long Term Portfolio Aim Ways Gold Pivot Ptf Portfolio
Portfolio Risk Very High High
Asset Allocation Stocks 80% 22%
Fixed Income 20% 44%
Commodities 0% 34%
30 Years Stats Return +7.65% +7.96%
Std Dev 12.41% 8.21%
Max Drawdown -45.92% -19.49%
All time Stats
(Since Jan 1985)
Return +9.39% +8.46%
Std Dev 12.36% 7.84%
Max Drawdown -45.92% -19.49%
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 Gold Pivot Ptf Portfolio +3.79 +15.01 +14.59 +8.57 +6.83 +7.96 +8.46
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 Gold Pivot Ptf Portfolio: an investment of 1$, since April 1994, now would be worth 9.95$, with a total return of 894.70% (7.96% 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 Gold Pivot Ptf Portfolio: an investment of 1$, since January 1985, now would be worth 24.21$, with a total return of 2321.33% (8.46% annualized).

Drawdowns

Drawdown comparison chart since April 1994.

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Ben Stein Long Term Portfolio
Aim Ways Gold Pivot Ptf 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
-19.49% Mar 2008 Oct 2008 (8) Aug 2009 (18) 9.22
-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
-15.46% Jan 2022 Sep 2022 (9) Nov 2023 (23) 7.55
-12.99% Mar 2000 Mar 2001 (13) May 2003 (39) 7.74
-10.70% Sep 2018 Dec 2018 (4) Apr 2019 (8) 4.74
-9.84% Jun 2015 Feb 2016 (9) Jul 2016 (14) 5.14
-9.18% Oct 2012 Jun 2013 (9) Feb 2014 (17) 3.76
-6.06% May 1998 Aug 1998 (4) Sep 1998 (5) 2.72
-5.71% Sep 2011 Sep 2011 (1) Jan 2012 (5) 2.75
-5.62% Oct 1997 Dec 1997 (3) Mar 1998 (6) 2.94
-5.61% Feb 2020 Mar 2020 (2) Apr 2020 (3) 2.93
-5.55% Feb 2015 Sep 2015 (8) Mar 2016 (14) 3.17
-5.47% Aug 2016 Nov 2016 (4) Apr 2017 (9) 2.74
-5.19% Sep 1994 Jan 1995 (5) Apr 1995 (8) 3.17
-4.78% Dec 1996 Mar 1997 (4) Jul 1997 (8) 2.30

Drawdown comparison chart since January 1985.

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Ben Stein Long Term Portfolio
Aim Ways Gold Pivot Ptf 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
-20.11% Sep 1987 Nov 1987 (3) Jan 1989 (17) 9.55
-19.49% Mar 2008 Oct 2008 (8) Aug 2009 (18) 9.22
-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
-15.46% Jan 2022 Sep 2022 (9) Nov 2023 (23) 7.55
-15.40% Jan 1990 Sep 1990 (9) Feb 1991 (14) 7.45
-12.99% Mar 2000 Mar 2001 (13) May 2003 (39) 7.74
-10.70% Sep 2018 Dec 2018 (4) Apr 2019 (8) 4.74
-9.84% Jun 2015 Feb 2016 (9) Jul 2016 (14) 5.14
-9.18% Oct 2012 Jun 2013 (9) Feb 2014 (17) 3.76
-7.14% Dec 1989 Oct 1990 (11) Feb 1991 (15) 3.51
-6.76% Sep 1987 Oct 1987 (2) May 1989 (21) 2.87
-6.15% Feb 1994 Mar 1994 (2) May 1995 (16) 3.63
-6.06% May 1998 Aug 1998 (4) Sep 1998 (5) 2.72
-5.71% Sep 2011 Sep 2011 (1) Jan 2012 (5) 2.75
-5.62% Oct 1997 Dec 1997 (3) Mar 1998 (6) 2.94

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%
+4.60%
-0.23%
2023
+16.03%
-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%