Ben Stein Long Term vs Aim Ways Shield Strategy Portfolio Comparison

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 Aim Ways Shield Strategy Portfolio obtained a 9.13% compound annual return, with a 8.84% 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% +9.13%
Std Dev 12.44% 8.84%
Max Drawdown -45.92% -19.36%
All time Stats
(Since Jan 1985)		 Return +9.36% +9.58%
Std Dev 12.35% 8.74%
Max Drawdown -45.92% -19.36%
Last Update: 30 June 2024

Historical Returns as of Jun 30, 2024

Comparison period starts from January 1985

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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 +9.36
Aim Ways Shield Strategy Portfolio +2.17 +8.56 +16.28 +9.55 +8.24 +9.13 +9.58
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).

Aim Ways Shield Strategy Portfolio: an investment of 1$, since July 1994, now would be worth 13.73$, with a total return of 1273.36% (9.13% annualized).


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Ben Stein Long Term Portfolio: an investment of 1$, since January 1985, now would be worth 34.33$, with a total return of 3332.68% (9.36% annualized).

Aim Ways Shield Strategy Portfolio: an investment of 1$, since January 1985, now would be worth 37.04$, with a total return of 3603.75% (9.58% annualized).


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Drawdowns

Drawdown comparison chart since July 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
+5.61%
 -3.34%
+8.56%
 -2.13%
2023
+16.02%
 -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%