Ben Stein Long Term vs Fulvio Marchese In Saecula Saeculorum 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 Fulvio Marchese In Saecula Saeculorum Portfolio obtained a 7.92% compound annual return, with a 7.80% 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% +7.92%
Std Dev 12.41% 7.80%
Max Drawdown -45.92% -20.39%
All time Stats
(Since Jan 1976)
Return +10.23% +9.37%
Std Dev 12.19% 8.41%
Max Drawdown -45.92% -20.39%
Last Update: 31 March 2024

Historical Returns as of Mar 31, 2024

Comparison period starts from January 1976

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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 +10.23
Fulvio Marchese In Saecula Saeculorum Portfolio +2.60 +14.97 +14.48 +7.88 +6.91 +7.92 +9.37
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).

Fulvio Marchese In Saecula Saeculorum Portfolio: an investment of 1$, since April 1994, now would be worth 9.84$, with a total return of 884.02% (7.92% annualized).

Ben Stein Long Term Portfolio: an investment of 1$, since January 1976, now would be worth 110.03$, with a total return of 10902.71% (10.23% annualized).

Fulvio Marchese In Saecula Saeculorum Portfolio: an investment of 1$, since January 1976, now would be worth 75.43$, with a total return of 7443.21% (9.37% annualized).

Drawdowns

Drawdown comparison chart since April 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.
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Year Return Drawdown Return Drawdown
2024
+4.33%
-1.17%
+4.70%
0.00%
2023
+16.03%
-8.92%
+15.53%
-6.32%
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%