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 Merrill Lynch Edge Select Moderately Aggressive Portfolio obtained a 8.14% compound annual return, with a 11.11% standard deviation, in the last 30 Years.
Summary
Swipe left to see all data
| Ben Stein Long Term Portfolio | Merrill Lynch Edge Select Moderately Aggressive Portfolio | ||
|---|---|---|---|
| Portfolio Risk | Very High | High | |
| Asset Allocation | Stocks | 80% | 69% |
| Fixed Income | 20% | 31% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +7.65% | +8.14% |
| Std Dev | 12.41% | 11.11% | |
| Max Drawdown | -45.92% | -38.23% | |
| All time Stats (Since Jan 1985) |
Return | +9.39% | +9.89% |
| Std Dev | 12.36% | 11.31% | |
| Max Drawdown | -45.92% | -38.23% | |
| Last Update: 31 March 2024 | |||
Historical Returns as of Mar 31, 2024
Comparison period starts from January 1985
Swipe left to see all data
| 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 |
| Merrill Lynch Edge Select Moderately Aggressive Portfolio | +2.35 | +16.02 | +17.56 | +8.66 | +7.65 | +8.14 | +9.89 |
| 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).
Merrill Lynch Edge Select Moderately Aggressive Portfolio: an investment of 1$, since April 1994, now would be worth 10.46$, with a total return of 945.57% (8.14% annualized).
Merrill Lynch Edge Select Moderately Aggressive Portfolio: an investment of 1$, since April 1994, now would be worth 10.46$, with a total return of 945.57% (8.14% 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).
Merrill Lynch Edge Select Moderately Aggressive Portfolio: an investment of 1$, since January 1985, now would be worth 40.57$, with a total return of 3956.58% (9.89% annualized).
Merrill Lynch Edge Select Moderately Aggressive Portfolio: an investment of 1$, since January 1985, now would be worth 40.57$, with a total return of 3956.58% (9.89% annualized).
Drawdowns
Drawdown comparison chart since April 1994.
Swipe left to see all data
|
Ben Stein Long Term Portfolio
|
Merrill Lynch Edge Select Moderately Aggressive 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 | |||||
| -38.23% | Nov 2007 | Feb 2009 (16) | Dec 2010 (38) | 17.26 | |||||
| -25.60% | Sep 2000 | Sep 2002 (25) | Jan 2004 (41) | 14.73 | |||||
| -23.11% | Sep 2000 | Sep 2002 (25) | Nov 2003 (39) | 12.70 | |||||
| -22.31% | Jan 2022 | Sep 2022 (9) | Feb 2024 (26) | 11.50 | |||||
| -20.52% | Jan 2022 | Sep 2022 (9) | Feb 2024 (26) | 9.97 | |||||
| -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 | |||||
| -14.29% | Jan 2020 | Mar 2020 (3) | Jul 2020 (7) | 6.16 | |||||
| -13.38% | May 2011 | Sep 2011 (5) | Feb 2012 (10) | 5.95 | |||||
| -10.89% | May 1998 | Aug 1998 (4) | Nov 1998 (7) | 4.77 | |||||
| -10.70% | Sep 2018 | Dec 2018 (4) | Apr 2019 (8) | 4.74 | |||||
| -9.84% | Jun 2015 | Feb 2016 (9) | Jul 2016 (14) | 5.14 | |||||
| -9.25% | Oct 2018 | Dec 2018 (3) | Apr 2019 (7) | 4.42 | |||||
| -8.54% | Jun 2015 | Feb 2016 (9) | Jul 2016 (14) | 4.52 | |||||
| -5.96% | Apr 2012 | May 2012 (2) | Sep 2012 (6) | 2.60 | |||||
| -5.19% | Sep 1994 | Jan 1995 (5) | Apr 1995 (8) | 3.17 | |||||
| -5.14% | Aug 1997 | Aug 1997 (1) | Feb 1998 (7) | 2.83 | |||||
| -4.85% | Apr 2000 | May 2000 (2) | Aug 2000 (5) | 2.77 | |||||
Drawdown comparison chart since January 1985.
Swipe left to see all data
|
Ben Stein Long Term Portfolio
|
Merrill Lynch Edge Select Moderately Aggressive 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 | |||||
| -38.23% | Nov 2007 | Feb 2009 (16) | Dec 2010 (38) | 17.26 | |||||
| -25.60% | Sep 2000 | Sep 2002 (25) | Jan 2004 (41) | 14.73 | |||||
| -23.11% | Sep 2000 | Sep 2002 (25) | Nov 2003 (39) | 12.70 | |||||
| -22.31% | Jan 2022 | Sep 2022 (9) | Feb 2024 (26) | 11.50 | |||||
| -20.52% | Jan 2022 | Sep 2022 (9) | Feb 2024 (26) | 9.97 | |||||
| -20.11% | Sep 1987 | Nov 1987 (3) | Jan 1989 (17) | 9.55 | |||||
| -19.36% | Sep 1987 | Nov 1987 (3) | Jan 1989 (17) | 9.38 | |||||
| -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 | |||||
| -15.40% | Jan 1990 | Sep 1990 (9) | Feb 1991 (14) | 7.45 | |||||
| -14.29% | Jan 2020 | Mar 2020 (3) | Jul 2020 (7) | 6.16 | |||||
| -13.38% | May 2011 | Sep 2011 (5) | Feb 2012 (10) | 5.95 | |||||
| -13.23% | Aug 1990 | Sep 1990 (2) | Feb 1991 (7) | 7.33 | |||||
| -10.89% | May 1998 | Aug 1998 (4) | Nov 1998 (7) | 4.77 | |||||
| -10.70% | Sep 2018 | Dec 2018 (4) | Apr 2019 (8) | 4.74 | |||||
| -9.84% | Jun 2015 | Feb 2016 (9) | Jul 2016 (14) | 5.14 | |||||
| -9.25% | Oct 2018 | Dec 2018 (3) | Apr 2019 (7) | 4.42 | |||||
| -8.54% | Jun 2015 | Feb 2016 (9) | Jul 2016 (14) | 4.52 | |||||
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.
Swipe left to see all data
| Year | Return | Drawdown | Return | Drawdown |
|---|---|---|---|---|
| 2024 |
+4.33%
|
-1.17% |
+5.18%
|
-0.11% |
| 2023 |
+16.03%
|
-8.92% |
+19.24%
|
-8.08% |
| 2022 |
-14.26%
|
-20.52% |
-17.08%
|
-22.31% |
| 2021 |
+16.72%
|
-3.20% |
+12.88%
|
-3.28% |
| 2020 |
+9.40%
|
-19.33% |
+16.02%
|
-14.29% |
| 2019 |
+21.13%
|
-4.75% |
+22.30%
|
-4.24% |
| 2018 |
-7.39%
|
-10.70% |
-5.68%
|
-9.25% |
| 2017 |
+16.88%
|
0.00% |
+18.60%
|
0.00% |
| 2016 |
+9.22%
|
-4.80% |
+8.18%
|
-3.80% |
| 2015 |
-2.18%
|
-8.57% |
-1.40%
|
-7.75% |
| 2014 |
+5.91%
|
-3.45% |
+6.31%
|
-2.65% |
| 2013 |
+18.10%
|
-2.66% |
+16.88%
|
-2.57% |
| 2012 |
+14.19%
|
-7.09% |
+13.59%
|
-5.96% |
| 2011 |
-3.35%
|
-16.94% |
-0.71%
|
-13.38% |
| 2010 |
+13.80%
|
-10.43% |
+13.09%
|
-8.24% |
| 2009 |
+26.25%
|
-17.28% |
+26.40%
|
-13.32% |
| 2008 |
-30.51%
|
-33.62% |
-25.92%
|
-29.30% |
| 2007 |
+5.66%
|
-5.92% |
+9.49%
|
-3.81% |
| 2006 |
+19.42%
|
-3.62% |
+14.56%
|
-3.15% |
| 2005 |
+10.21%
|
-3.30% |
+8.32%
|
-3.32% |
| 2004 |
+15.66%
|
-4.29% |
+11.86%
|
-3.19% |
| 2003 |
+30.79%
|
-3.98% |
+25.92%
|
-2.76% |
| 2002 |
-10.67%
|
-17.62% |
-9.91%
|
-15.72% |
| 2001 |
-4.80%
|
-15.85% |
-6.23%
|
-15.50% |
| 2000 |
-2.79%
|
-8.99% |
-5.49%
|
-9.00% |
| 1999 |
+21.76%
|
-2.43% |
+18.91%
|
-2.47% |
| 1998 |
+7.54%
|
-15.80% |
+16.84%
|
-10.89% |
| 1997 |
+13.81%
|
-4.54% |
+16.20%
|
-5.14% |
| 1996 |
+15.37%
|
-3.55% |
+13.20%
|
-3.20% |
| 1995 |
+16.95%
|
-1.90% |
+23.22%
|
-0.43% |
| 1994 |
-0.18%
|
-6.15% |
+0.12%
|
-6.49% |
| 1993 |
+23.87%
|
-3.66% |
+19.47%
|
-2.68% |
| 1992 |
+3.67%
|
-3.34% |
+3.95%
|
-3.09% |
| 1991 |
+31.77%
|
-4.13% |
+31.55%
|
-3.84% |
| 1990 |
-8.84%
|
-15.40% |
-3.49%
|
-13.23% |
| 1989 |
+25.31%
|
-2.86% |
+26.95%
|
-1.61% |
| 1988 |
+19.53%
|
-2.49% |
+16.80%
|
-3.01% |
| 1987 |
+2.59%
|
-20.11% |
+4.39%
|
-19.36% |
| 1986 |
+22.75%
|
-4.06% |
+23.79%
|
-5.19% |
| 1985 |
+30.54%
|
-2.54% |
+32.17%
|
-2.00% |
