Ben Stein Long Term vs Aim Ways Shield Strategy 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 Shield Strategy Portfolio obtained a 8.96% compound annual return, with a 8.83% standard deviation, in the last 30 Years.

Summary

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Ben Stein Long Term Portfolio Aim Ways Shield Strategy Portfolio
Portfolio Risk Very High High
Asset Allocation Stocks 80% 42%
Fixed Income 20% 38%
Commodities 0% 20%
30 Years Stats Return +7.65% +8.96%
Std Dev 12.41% 8.83%
Max Drawdown -45.92% -19.36%
All time Stats
(Since Jan 1985)
Return +9.39% +9.55%
Std Dev 12.36% 8.75%
Max Drawdown -45.92% -19.36%
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 Shield Strategy Portfolio +3.17 +16.40 +16.94 +9.97 +8.32 +8.96 +9.55
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 Shield Strategy Portfolio: an investment of 1$, since April 1994, now would be worth 13.13$, with a total return of 1212.72% (8.96% 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 Shield Strategy Portfolio: an investment of 1$, since January 1985, now would be worth 35.88$, with a total return of 3487.71% (9.55% annualized).

Drawdowns

Drawdown comparison chart since April 1994.

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Ben Stein Long Term Portfolio
Aim Ways Shield Strategy 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
-19.36% Jan 2022 Sep 2022 (9) Dec 2023 (24) 10.03
-19.33% Jan 2020 Mar 2020 (3) Nov 2020 (11) 8.34
-18.97% Sep 2000 Jul 2002 (23) Nov 2003 (39) 12.18
-18.89% Nov 2007 Oct 2008 (12) Sep 2009 (23) 9.36
-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
-9.84% Jun 2015 Feb 2016 (9) Jul 2016 (14) 5.14
-7.66% Jul 1998 Aug 1998 (2) Oct 1998 (4) 3.44
-7.65% Feb 2020 Mar 2020 (2) May 2020 (4) 3.62
-6.37% Apr 2000 May 2000 (2) Aug 2000 (5) 3.48
-5.19% Sep 1994 Jan 1995 (5) Apr 1995 (8) 3.17
-5.03% Sep 2018 Dec 2018 (4) Feb 2019 (6) 2.57
-4.76% Sep 2011 Sep 2011 (1) Oct 2011 (2) 2.75
-4.75% May 2019 May 2019 (1) Jul 2019 (3) 2.37
-4.62% Mar 2015 Sep 2015 (7) Mar 2016 (13) 2.18
-4.54% Oct 1997 Oct 1997 (1) Feb 1998 (5) 2.74

Drawdown comparison chart since January 1985.

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Ben Stein Long Term Portfolio
Aim Ways Shield Strategy 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
-19.36% Jan 2022 Sep 2022 (9) Dec 2023 (24) 10.03
-19.33% Jan 2020 Mar 2020 (3) Nov 2020 (11) 8.34
-18.97% Sep 2000 Jul 2002 (23) Nov 2003 (39) 12.18
-18.89% Nov 2007 Oct 2008 (12) Sep 2009 (23) 9.36
-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
-13.14% Sep 1987 Nov 1987 (3) Apr 1989 (20) 6.21
-10.70% Sep 2018 Dec 2018 (4) Apr 2019 (8) 4.74
-9.84% Jun 2015 Feb 2016 (9) Jul 2016 (14) 5.14
-7.66% Jul 1998 Aug 1998 (2) Oct 1998 (4) 3.44
-7.65% Feb 2020 Mar 2020 (2) May 2020 (4) 3.62
-6.64% Aug 1990 Oct 1990 (3) Jan 1991 (6) 3.77
-6.37% Apr 2000 May 2000 (2) Aug 2000 (5) 3.48
-6.15% Feb 1994 Mar 1994 (2) May 1995 (16) 3.63
-5.64% Feb 1994 Jun 1994 (5) Feb 1995 (13) 3.36

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%
+5.16%
0.00%
2023
+16.03%
-8.92%
+20.08%
-5.24%
2022
-14.26%
-20.52%
-15.12%
-19.36%
2021
+16.72%
-3.20%
+9.82%
-3.40%
2020
+9.40%
-19.33%
+20.37%
-7.65%
2019
+21.13%
-4.75%
+22.48%
-2.06%
2018
-7.39%
-10.70%
-1.91%
-5.03%
2017
+16.88%
0.00%
+15.04%
-0.68%
2016
+9.22%
-4.80%
+7.35%
-4.07%
2015
-2.18%
-8.57%
-0.10%
-4.62%
2014
+5.91%
-3.45%
+8.59%
-2.13%
2013
+18.10%
-2.66%
+7.50%
-4.38%
2012
+14.19%
-7.09%
+10.74%
-3.62%
2011
-3.35%
-16.94%
+6.97%
-4.76%
2010
+13.80%
-10.43%
+16.03%
-3.39%
2009
+26.25%
-17.28%
+21.59%
-6.37%
2008
-30.51%
-33.62%
-12.13%
-18.60%
2007
+5.66%
-5.92%
+12.84%
-1.84%
2006
+19.42%
-3.62%
+11.15%
-3.29%
2005
+10.21%
-3.30%
+5.77%
-2.90%
2004
+15.66%
-4.29%
+7.38%
-3.99%
2003
+30.79%
-3.98%
+21.21%
-1.00%
2002
-10.67%
-17.62%
-1.64%
-7.75%
2001
-4.80%
-15.85%
-4.77%
-10.54%
2000
-2.79%
-8.99%
-4.17%
-8.87%
1999
+21.76%
-2.43%
+20.24%
-3.49%
1998
+7.54%
-15.80%
+24.17%
-7.66%
1997
+13.81%
-4.54%
+10.96%
-3.63%
1996
+15.37%
-3.55%
+12.28%
-2.24%
1995
+16.95%
-1.90%
+24.80%
0.00%
1994
-0.18%
-6.15%
-1.72%
-5.64%
1993
+23.87%
-3.66%
+12.49%
-0.74%
1992
+3.67%
-3.34%
+4.94%
-2.92%
1991
+31.77%
-4.13%
+23.27%
-2.81%
1990
-8.84%
-15.40%
-0.04%
-6.64%
1989
+25.31%
-2.86%
+17.40%
-1.65%
1988
+19.53%
-2.49%
+6.16%
-3.42%
1987
+2.59%
-20.11%
+8.56%
-13.14%
1986
+22.75%
-4.06%
+15.59%
-2.72%
1985
+30.54%
-2.54%
+23.91%
-2.06%