Last Update: 30 June 2024
The Ben Stein Long Term Portfolio obtained a 7.65% compound annual return, with a 12.44% standard deviation, in the last 30 Years.
The Fulvio Marchese In Saecula Saeculorum Portfolio obtained a 8.03% compound annual return, with a 7.84% standard deviation, in the last 30 Years.
Summary
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| Ben Stein Long Term Portfolio | Fulvio Marchese In Saecula Saeculorum Portfolio | ||
|---|---|---|---|
| Portfolio Risk | Very High | High | |
| Asset Allocation | Stocks | 80% | 45% |
| Fixed Income | 20% | 45% | |
| Commodities | 0% | 10% | |
| 30 Years Stats | Return | +7.65% | +8.03% |
| Std Dev | 12.44% | 7.84% | |
| Max Drawdown | -45.92% | -20.39% | |
| All time Stats (Since Jan 1976) |
Return | +10.20% | +9.37% |
| Std Dev | 12.18% | 8.41% | |
| Max Drawdown | -45.92% | -20.39% | |
| Last Update: 30 June 2024 | |||
Historical Returns as of Jun 30, 2024
Comparison period starts from January 1976
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| 1M | 6M | 1Y | 5Y | 10Y | 30Y | MAX | |
|---|---|---|---|---|---|---|---|
| Ben Stein Long Term Portfolio | +0.85 | +5.61 | +12.26 | +7.53 | +6.54 | +7.65 | +10.20 |
| Fulvio Marchese In Saecula Saeculorum Portfolio | +1.80 | +6.96 | +13.50 | +7.40 | +6.77 | +8.03 | +9.37 |
| Return over 1 year are annualized. |
Capital Growth as of Jun 30, 2024
Ben Stein Long Term Portfolio: an investment of 1$, since July 1994,
now would be worth 9.14$, with a total return of 813.78%
(7.65% annualized).
Fulvio Marchese In Saecula Saeculorum Portfolio: an investment of 1$, since July 1994, now would be worth 10.16$, with a total return of 916.06% (8.03% annualized).
Fulvio Marchese In Saecula Saeculorum Portfolio: an investment of 1$, since July 1994, now would be worth 10.16$, with a total return of 916.06% (8.03% annualized).
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Ben Stein Long Term Portfolio: an investment of 1$, since January 1976,
now would be worth 111.36$, with a total return of 11036.35%
(10.20% annualized).
Fulvio Marchese In Saecula Saeculorum Portfolio: an investment of 1$, since January 1976, now would be worth 77.06$, with a total return of 7605.99% (9.37% annualized).
Fulvio Marchese In Saecula Saeculorum Portfolio: an investment of 1$, since January 1976, now would be worth 77.06$, with a total return of 7605.99% (9.37% annualized).
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Drawdowns
Drawdown comparison chart since July 1994.
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|
Ben Stein Long Term Portfolio
|
Fulvio Marchese In Saecula Saeculorum 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 | |||||
| -20.39% | Nov 2007 | Feb 2009 (16) | Nov 2009 (25) | 9.50 | |||||
| -19.33% | Jan 2020 | Mar 2020 (3) | Nov 2020 (11) | 8.34 | |||||
| -18.89% | Jan 2022 | Sep 2022 (9) | Feb 2024 (26) | 10.17 | |||||
| -16.94% | May 2011 | Sep 2011 (5) | Nov 2012 (19) | 6.37 | |||||
| -15.80% | May 1998 | Aug 1998 (4) | Mar 1999 (11) | 6.69 | |||||
| -10.70% | Sep 2018 | Dec 2018 (4) | Apr 2019 (8) | 4.74 | |||||
| -10.13% | Sep 2000 | Sep 2002 (25) | May 2003 (33) | 6.28 | |||||
| -9.84% | Jun 2015 | Feb 2016 (9) | Jul 2016 (14) | 5.14 | |||||
| -8.50% | Feb 2020 | Mar 2020 (2) | May 2020 (4) | 4.14 | |||||
| -7.93% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 3.50 | |||||
| -5.64% | Sep 2018 | Dec 2018 (4) | Feb 2019 (6) | 2.84 | |||||
| -5.19% | Sep 1994 | Jan 1995 (5) | Apr 1995 (8) | 3.17 | |||||
| -4.77% | Jun 2011 | Sep 2011 (4) | Oct 2011 (5) | 2.06 | |||||
| -4.75% | May 2019 | May 2019 (1) | Jul 2019 (3) | 2.37 | |||||
| -4.59% | Mar 2015 | Sep 2015 (7) | Mar 2016 (13) | 2.33 | |||||
| -4.54% | Oct 1997 | Oct 1997 (1) | Feb 1998 (5) | 2.74 | |||||
| -4.42% | Apr 2000 | May 2000 (2) | Aug 2000 (5) | 2.32 | |||||
Drawdown comparison chart since January 1976.
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|
Ben Stein Long Term Portfolio
|
Fulvio Marchese In Saecula Saeculorum 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 | |||||
| -20.39% | Nov 2007 | Feb 2009 (16) | Nov 2009 (25) | 9.50 | |||||
| -20.11% | Sep 1987 | Nov 1987 (3) | Jan 1989 (17) | 9.55 | |||||
| -19.33% | Jan 2020 | Mar 2020 (3) | Nov 2020 (11) | 8.34 | |||||
| -18.89% | Jan 2022 | Sep 2022 (9) | Feb 2024 (26) | 10.17 | |||||
| -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 | |||||
| -13.51% | Sep 1987 | Nov 1987 (3) | Jan 1989 (17) | 6.24 | |||||
| -13.32% | Jul 1981 | Jul 1982 (13) | Oct 1982 (16) | 6.86 | |||||
| -11.22% | Dec 1980 | Sep 1981 (10) | Aug 1982 (21) | 5.34 | |||||
| -10.74% | Feb 1980 | Mar 1980 (2) | May 1980 (4) | 5.28 | |||||
| -10.70% | Sep 2018 | Dec 2018 (4) | Apr 2019 (8) | 4.74 | |||||
| -10.13% | Sep 2000 | Sep 2002 (25) | May 2003 (33) | 6.28 | |||||
| -9.84% | Jun 2015 | Feb 2016 (9) | Jul 2016 (14) | 5.14 | |||||
| -9.78% | Feb 1980 | Mar 1980 (2) | Jun 1980 (5) | 4.95 | |||||
| -8.50% | Feb 2020 | Mar 2020 (2) | May 2020 (4) | 4.14 | |||||
| -7.96% | Oct 1978 | Oct 1978 (1) | Jan 1979 (4) | 4.46 | |||||
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 |
+5.61%
|
-3.34% |
+6.96%
|
-2.83% |
| 2023 |
+16.02%
|
-8.92% |
+15.53%
|
-6.33% |
| 2022 |
-14.26%
|
-20.52% |
-14.97%
|
-18.89% |
| 2021 |
+16.72%
|
-3.20% |
+10.12%
|
-3.03% |
| 2020 |
+9.40%
|
-19.33% |
+15.89%
|
-8.50% |
| 2019 |
+21.13%
|
-4.75% |
+20.14%
|
-2.10% |
| 2018 |
-7.39%
|
-10.70% |
-2.76%
|
-5.64% |
| 2017 |
+16.88%
|
0.00% |
+12.42%
|
-0.04% |
| 2016 |
+9.22%
|
-4.80% |
+7.79%
|
-2.43% |
| 2015 |
-2.18%
|
-8.57% |
-0.75%
|
-4.59% |
| 2014 |
+5.91%
|
-3.45% |
+8.52%
|
-2.04% |
| 2013 |
+18.10%
|
-2.66% |
+10.73%
|
-2.94% |
| 2012 |
+14.19%
|
-7.09% |
+10.41%
|
-2.92% |
| 2011 |
-3.35%
|
-16.94% |
+6.12%
|
-4.77% |
| 2010 |
+13.80%
|
-10.43% |
+14.27%
|
-4.00% |
| 2009 |
+26.25%
|
-17.28% |
+15.39%
|
-9.28% |
| 2008 |
-30.51%
|
-33.62% |
-11.54%
|
-16.70% |
| 2007 |
+5.66%
|
-5.92% |
+8.83%
|
-2.17% |
| 2006 |
+19.42%
|
-3.62% |
+10.84%
|
-2.11% |
| 2005 |
+10.21%
|
-3.30% |
+5.47%
|
-1.69% |
| 2004 |
+15.66%
|
-4.29% |
+7.97%
|
-3.39% |
| 2003 |
+30.79%
|
-3.98% |
+18.47%
|
-1.50% |
| 2002 |
-10.67%
|
-17.62% |
-1.22%
|
-5.96% |
| 2001 |
-4.80%
|
-15.85% |
-1.59%
|
-6.44% |
| 2000 |
-2.79%
|
-8.99% |
+0.64%
|
-5.96% |
| 1999 |
+21.76%
|
-2.43% |
+9.19%
|
-2.99% |
| 1998 |
+7.54%
|
-15.80% |
+15.29%
|
-7.93% |
| 1997 |
+13.81%
|
-4.54% |
+16.19%
|
-2.95% |
| 1996 |
+15.37%
|
-3.55% |
+9.83%
|
-2.50% |
| 1995 |
+16.95%
|
-1.90% |
+25.73%
|
0.00% |
| 1994 |
-0.18%
|
-6.15% |
-2.41%
|
-5.96% |
| 1993 |
+23.87%
|
-3.66% |
+11.66%
|
-1.36% |
| 1992 |
+3.67%
|
-3.34% |
+6.70%
|
-2.12% |
| 1991 |
+31.77%
|
-4.13% |
+21.54%
|
-2.17% |
| 1990 |
-8.84%
|
-15.40% |
+0.53%
|
-6.19% |
| 1989 |
+25.31%
|
-2.86% |
+19.19%
|
-1.49% |
| 1988 |
+19.53%
|
-2.49% |
+9.59%
|
-2.18% |
| 1987 |
+2.59%
|
-20.11% |
+3.95%
|
-13.51% |
| 1986 |
+22.75%
|
-4.06% |
+16.23%
|
-3.74% |
| 1985 |
+30.54%
|
-2.54% |
+25.62%
|
-1.83% |
| 1984 |
+8.43%
|
-3.82% |
+5.90%
|
-6.01% |
| 1983 |
+22.02%
|
-2.01% |
+11.20%
|
-2.65% |
| 1982 |
+10.55%
|
-11.34% |
+26.71%
|
-4.74% |
| 1981 |
+1.38%
|
-8.32% |
-2.21%
|
-10.07% |
| 1980 |
+22.39%
|
-9.78% |
+17.01%
|
-10.74% |
| 1979 |
+19.59%
|
-7.08% |
+24.41%
|
-6.29% |
| 1978 |
+14.86%
|
-7.96% |
+7.74%
|
-5.17% |
| 1977 |
+8.12%
|
-1.77% |
+1.62%
|
-3.17% |
| 1976 |
+20.36%
|
-2.40% |
+18.26%
|
-1.55% |
