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 Stocks/Bonds 60/40 Momentum Portfolio obtained a 9.98% compound annual return, with a 9.57% standard deviation, in the last 30 Years.
Summary
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| Ben Stein Long Term Portfolio | Stocks/Bonds 60/40 Momentum Portfolio | ||
|---|---|---|---|
| Portfolio Risk | Very High | High | |
| Asset Allocation | Stocks | 80% | 60% |
| Fixed Income | 20% | 40% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +7.65% | +9.98% |
| Std Dev | 12.41% | 9.57% | |
| Max Drawdown | -45.92% | -32.52% | |
| All time Stats (Since Jan 1982) |
Return | +9.68% | +11.24% |
| Std Dev | 12.26% | 9.89% | |
| Max Drawdown | -45.92% | -32.52% | |
| Last Update: 31 March 2024 | |||
Historical Returns as of Mar 31, 2024
Comparison period starts from January 1982
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 | +9.68 |
| Stocks/Bonds 60/40 Momentum Portfolio | +2.17 | +22.75 | +21.53 | +7.57 | +8.75 | +9.98 | +11.24 |
| 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).
Stocks/Bonds 60/40 Momentum Portfolio: an investment of 1$, since April 1994, now would be worth 17.36$, with a total return of 1635.93% (9.98% annualized).
Stocks/Bonds 60/40 Momentum Portfolio: an investment of 1$, since April 1994, now would be worth 17.36$, with a total return of 1635.93% (9.98% annualized).
Ben Stein Long Term Portfolio: an investment of 1$, since January 1982,
now would be worth 49.61$, with a total return of 4860.85%
(9.68% annualized).
Stocks/Bonds 60/40 Momentum Portfolio: an investment of 1$, since January 1982, now would be worth 90.04$, with a total return of 8904.44% (11.24% annualized).
Stocks/Bonds 60/40 Momentum Portfolio: an investment of 1$, since January 1982, now would be worth 90.04$, with a total return of 8904.44% (11.24% annualized).
Drawdowns
Drawdown comparison chart since April 1994.
Swipe left to see all data
|
Ben Stein Long Term Portfolio
|
Stocks/Bonds 60/40 Momentum 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 | |||||
| -32.52% | Nov 2007 | Feb 2009 (16) | Feb 2011 (40) | 15.23 | |||||
| -24.21% | Nov 2021 | Sep 2022 (11) | In progress (29) | 16.25 | |||||
| -23.11% | Sep 2000 | Sep 2002 (25) | Nov 2003 (39) | 12.70 | |||||
| -21.14% | Sep 2000 | Sep 2002 (25) | Jan 2004 (41) | 12.11 | |||||
| -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 | |||||
| -10.73% | Feb 2020 | Mar 2020 (2) | Jun 2020 (5) | 4.89 | |||||
| -10.70% | Sep 2018 | Dec 2018 (4) | Apr 2019 (8) | 4.74 | |||||
| -9.84% | Jun 2015 | Feb 2016 (9) | Jul 2016 (14) | 5.14 | |||||
| -9.29% | Oct 2018 | Dec 2018 (3) | Jun 2019 (9) | 4.52 | |||||
| -7.14% | May 2011 | Sep 2011 (5) | Jan 2012 (9) | 2.68 | |||||
| -6.78% | Aug 1998 | Aug 1998 (1) | Oct 1998 (3) | 3.54 | |||||
| -5.20% | Sep 2020 | Oct 2020 (2) | Nov 2020 (3) | 2.87 | |||||
| -5.19% | Sep 1994 | Jan 1995 (5) | Apr 1995 (8) | 3.17 | |||||
| -4.75% | May 2019 | May 2019 (1) | Jul 2019 (3) | 2.37 | |||||
| -4.61% | Aug 2015 | Sep 2015 (2) | Mar 2016 (8) | 2.30 | |||||
| -4.54% | Oct 1997 | Oct 1997 (1) | Feb 1998 (5) | 2.74 | |||||
Drawdown comparison chart since January 1982.
Swipe left to see all data
|
Ben Stein Long Term Portfolio
|
Stocks/Bonds 60/40 Momentum 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 | |||||
| -32.52% | Nov 2007 | Feb 2009 (16) | Feb 2011 (40) | 15.23 | |||||
| -24.21% | Nov 2021 | Sep 2022 (11) | In progress (29) | 16.25 | |||||
| -23.11% | Sep 2000 | Sep 2002 (25) | Nov 2003 (39) | 12.70 | |||||
| -21.14% | Sep 2000 | Sep 2002 (25) | Jan 2004 (41) | 12.11 | |||||
| -20.52% | Jan 2022 | Sep 2022 (9) | Feb 2024 (26) | 9.97 | |||||
| -20.11% | Sep 1987 | Nov 1987 (3) | Jan 1989 (17) | 9.55 | |||||
| -20.08% | Sep 1987 | Nov 1987 (3) | May 1989 (21) | 11.04 | |||||
| -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 | |||||
| -11.34% | Jan 1982 | Jul 1982 (7) | Oct 1982 (10) | 6.18 | |||||
| -10.73% | Feb 2020 | Mar 2020 (2) | Jun 2020 (5) | 4.89 | |||||
| -10.70% | Sep 2018 | Dec 2018 (4) | Apr 2019 (8) | 4.74 | |||||
| -9.84% | Jun 2015 | Feb 2016 (9) | Jul 2016 (14) | 5.14 | |||||
| -9.29% | Oct 2018 | Dec 2018 (3) | Jun 2019 (9) | 4.52 | |||||
| -7.66% | Aug 1990 | Sep 1990 (2) | Jan 1991 (6) | 4.58 | |||||
| -7.54% | Dec 1983 | May 1984 (6) | Aug 1984 (9) | 3.90 | |||||
| -7.14% | May 2011 | Sep 2011 (5) | Jan 2012 (9) | 2.68 | |||||
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% |
+11.43%
|
0.00% |
| 2023 |
+16.03%
|
-8.92% |
+7.66%
|
-5.48% |
| 2022 |
-14.26%
|
-20.52% |
-16.20%
|
-21.97% |
| 2021 |
+16.72%
|
-3.20% |
+7.27%
|
-2.88% |
| 2020 |
+9.40%
|
-19.33% |
+20.99%
|
-10.73% |
| 2019 |
+21.13%
|
-4.75% |
+19.89%
|
-0.92% |
| 2018 |
-7.39%
|
-10.70% |
-1.04%
|
-9.29% |
| 2017 |
+16.88%
|
0.00% |
+23.93%
|
0.00% |
| 2016 |
+9.22%
|
-4.80% |
+4.01%
|
-3.57% |
| 2015 |
-2.18%
|
-8.57% |
+5.58%
|
-4.61% |
| 2014 |
+5.91%
|
-3.45% |
+11.10%
|
-2.40% |
| 2013 |
+18.10%
|
-2.66% |
+19.91%
|
-2.13% |
| 2012 |
+14.19%
|
-7.09% |
+10.22%
|
-3.51% |
| 2011 |
-3.35%
|
-16.94% |
+6.73%
|
-7.14% |
| 2010 |
+13.80%
|
-10.43% |
+13.29%
|
-6.43% |
| 2009 |
+26.25%
|
-17.28% |
+11.92%
|
-12.79% |
| 2008 |
-30.51%
|
-33.62% |
-21.83%
|
-24.08% |
| 2007 |
+5.66%
|
-5.92% |
+13.35%
|
-1.41% |
| 2006 |
+19.42%
|
-3.62% |
+8.04%
|
-2.23% |
| 2005 |
+10.21%
|
-3.30% |
+12.44%
|
-0.99% |
| 2004 |
+15.66%
|
-4.29% |
+11.72%
|
-2.06% |
| 2003 |
+30.79%
|
-3.98% |
+17.18%
|
-1.95% |
| 2002 |
-10.67%
|
-17.62% |
-4.07%
|
-11.25% |
| 2001 |
-4.80%
|
-15.85% |
-7.04%
|
-13.57% |
| 2000 |
-2.79%
|
-8.99% |
-1.21%
|
-6.50% |
| 1999 |
+21.76%
|
-2.43% |
+23.95%
|
-1.65% |
| 1998 |
+7.54%
|
-15.80% |
+32.69%
|
-6.78% |
| 1997 |
+13.81%
|
-4.54% |
+25.89%
|
-3.48% |
| 1996 |
+15.37%
|
-3.55% |
+19.33%
|
-2.32% |
| 1995 |
+16.95%
|
-1.90% |
+32.67%
|
0.00% |
| 1994 |
-0.18%
|
-6.15% |
-1.72%
|
-6.35% |
| 1993 |
+23.87%
|
-3.66% |
+11.81%
|
-0.99% |
| 1992 |
+3.67%
|
-3.34% |
+5.45%
|
-2.52% |
| 1991 |
+31.77%
|
-4.13% |
+28.24%
|
-2.57% |
| 1990 |
-8.84%
|
-15.40% |
+4.36%
|
-7.66% |
| 1989 |
+25.31%
|
-2.86% |
+31.11%
|
-1.20% |
| 1988 |
+19.53%
|
-2.49% |
+7.18%
|
-3.36% |
| 1987 |
+2.59%
|
-20.11% |
+2.02%
|
-20.08% |
| 1986 |
+22.75%
|
-4.06% |
+19.66%
|
-5.55% |
| 1985 |
+30.54%
|
-2.54% |
+28.33%
|
-1.52% |
| 1984 |
+8.43%
|
-3.82% |
+5.51%
|
-7.11% |
| 1983 |
+22.02%
|
-2.01% |
+12.26%
|
-3.09% |
| 1982 |
+10.55%
|
-11.34% |
+30.72%
|
-2.23% |
