Last Update: 30 April 2024
The Ben Stein Long Term Portfolio obtained a 7.47% compound annual return, with a 12.43% standard deviation, in the last 30 Years.
The Technology Portfolio obtained a 14.23% compound annual return, with a 23.98% standard deviation, in the last 30 Years.
Summary
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| Ben Stein Long Term Portfolio | Technology Portfolio | ||
|---|---|---|---|
| Portfolio Risk | Very High | Very High | |
| Asset Allocation | Stocks | 80% | 100% |
| Fixed Income | 20% | 0% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +7.47% | +14.23% |
| Std Dev | 12.43% | 23.98% | |
| Max Drawdown | -45.92% | -81.08% | |
| All time Stats (Since Jan 1976) |
Return | +10.14% | +14.37% |
| Std Dev | 12.20% | 22.64% | |
| Max Drawdown | -45.92% | -81.08% | |
| Last Update: 30 April 2024 | |||
Historical Returns as of Apr 30, 2024
Comparison period starts from January 1976
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| 1M | 6M | 1Y | 5Y | 10Y | 30Y | MAX | |
|---|---|---|---|---|---|---|---|
| Ben Stein Long Term Portfolio | -3.33 | +14.12 | +10.63 | +6.54 | +6.39 | +7.47 | +10.14 |
| Technology Portfolio | -4.37 | +21.47 | +32.51 | +18.27 | +18.09 | +14.23 | +14.37 |
| Return over 1 year are annualized. |
Capital Growth as of Apr 30, 2024
Ben Stein Long Term Portfolio: an investment of 1$, since May 1994,
now would be worth 8.69$, with a total return of 768.63%
(7.47% annualized).
Technology Portfolio: an investment of 1$, since May 1994, now would be worth 54.13$, with a total return of 5313.11% (14.23% annualized).
Technology Portfolio: an investment of 1$, since May 1994, now would be worth 54.13$, with a total return of 5313.11% (14.23% annualized).
Ben Stein Long Term Portfolio: an investment of 1$, since January 1976,
now would be worth 106.36$, with a total return of 10535.91%
(10.14% annualized).
Technology Portfolio: an investment of 1$, since January 1976, now would be worth 659.31$, with a total return of 65831.38% (14.37% annualized).
Technology Portfolio: an investment of 1$, since January 1976, now would be worth 659.31$, with a total return of 65831.38% (14.37% annualized).
Drawdowns
Drawdown comparison chart since May 1994.
Swipe left to see all data
|
Ben Stein Long Term Portfolio
|
Technology Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -81.08% | Apr 2000 | Sep 2002 (30) | Oct 2014 (175) | 56.07 | |||||
| -45.92% | Nov 2007 | Feb 2009 (16) | Apr 2011 (42) | 21.56 | |||||
| -32.58% | Jan 2022 | Dec 2022 (12) | Dec 2023 (24) | 19.19 | |||||
| -23.11% | Sep 2000 | Sep 2002 (25) | Nov 2003 (39) | 12.70 | |||||
| -20.52% | Jan 2022 | Sep 2022 (9) | Feb 2024 (26) | 9.97 | |||||
| -19.33% | Jan 2020 | Mar 2020 (3) | Nov 2020 (11) | 8.34 | |||||
| -17.20% | Aug 1998 | Aug 1998 (1) | Oct 1998 (3) | 8.68 | |||||
| -16.96% | Sep 2018 | Dec 2018 (4) | Apr 2019 (8) | 8.13 | |||||
| -16.94% | May 2011 | Sep 2011 (5) | Nov 2012 (19) | 6.37 | |||||
| -15.80% | May 1998 | Aug 1998 (4) | Mar 1999 (11) | 6.69 | |||||
| -13.51% | Feb 1997 | Mar 1997 (2) | May 1997 (4) | 7.32 | |||||
| -12.90% | Feb 2020 | Mar 2020 (2) | Apr 2020 (3) | 7.13 | |||||
| -10.70% | Sep 2018 | Dec 2018 (4) | Apr 2019 (8) | 4.74 | |||||
| -10.50% | Aug 1997 | Dec 1997 (5) | Feb 1998 (7) | 5.23 | |||||
| -9.84% | Jun 2015 | Feb 2016 (9) | Jul 2016 (14) | 5.14 | |||||
| -9.82% | Dec 2015 | Feb 2016 (3) | Jul 2016 (8) | 5.36 | |||||
| -9.49% | Feb 1999 | Feb 1999 (1) | Apr 1999 (3) | 4.77 | |||||
| -8.88% | Aug 2015 | Sep 2015 (2) | Oct 2015 (3) | 5.60 | |||||
| -8.65% | Sep 2020 | Oct 2020 (2) | Nov 2020 (3) | 5.20 | |||||
| -8.23% | May 2019 | May 2019 (1) | Jul 2019 (3) | 4.16 | |||||
Drawdown comparison chart since January 1976.
Swipe left to see all data
|
Ben Stein Long Term Portfolio
|
Technology Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -81.08% | Apr 2000 | Sep 2002 (30) | Oct 2014 (175) | 56.07 | |||||
| -45.92% | Nov 2007 | Feb 2009 (16) | Apr 2011 (42) | 21.56 | |||||
| -34.57% | Sep 1987 | Nov 1987 (3) | May 1989 (21) | 17.23 | |||||
| -32.58% | Jan 2022 | Dec 2022 (12) | Dec 2023 (24) | 19.19 | |||||
| -27.93% | Jul 1983 | Jul 1984 (13) | Nov 1985 (29) | 16.11 | |||||
| -27.64% | Jul 1990 | Oct 1990 (4) | Feb 1991 (8) | 16.50 | |||||
| -25.11% | Jun 1981 | Jul 1982 (14) | Nov 1982 (18) | 15.65 | |||||
| -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 | |||||
| -19.33% | Jan 2020 | Mar 2020 (3) | Nov 2020 (11) | 8.34 | |||||
| -19.01% | Feb 1980 | Mar 1980 (2) | Jul 1980 (6) | 9.28 | |||||
| -17.69% | Sep 1978 | Oct 1978 (2) | Jun 1979 (10) | 8.77 | |||||
| -17.20% | Aug 1998 | Aug 1998 (1) | Oct 1998 (3) | 8.68 | |||||
| -16.96% | Sep 2018 | Dec 2018 (4) | Apr 2019 (8) | 8.13 | |||||
| -16.94% | May 2011 | Sep 2011 (5) | Nov 2012 (19) | 6.37 | |||||
| -15.80% | May 1998 | Aug 1998 (4) | Mar 1999 (11) | 6.69 | |||||
| -15.73% | Jun 1986 | Sep 1986 (4) | Jan 1987 (8) | 9.55 | |||||
| -15.40% | Jan 1990 | Sep 1990 (9) | Feb 1991 (14) | 7.45 | |||||
| -13.51% | Feb 1997 | Mar 1997 (2) | May 1997 (4) | 7.32 | |||||
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 |
+0.85%
|
-3.33% |
+3.82%
|
-4.37% |
| 2023 |
+16.03%
|
-8.92% |
+54.85%
|
-8.42% |
| 2022 |
-14.26%
|
-20.52% |
-32.58%
|
-32.58% |
| 2021 |
+16.72%
|
-3.20% |
+27.42%
|
-5.68% |
| 2020 |
+9.40%
|
-19.33% |
+48.40%
|
-12.90% |
| 2019 |
+21.13%
|
-4.75% |
+38.96%
|
-8.23% |
| 2018 |
-7.39%
|
-10.70% |
-0.12%
|
-16.96% |
| 2017 |
+16.88%
|
0.00% |
+32.66%
|
-2.32% |
| 2016 |
+9.22%
|
-4.80% |
+7.10%
|
-8.37% |
| 2015 |
-2.18%
|
-8.57% |
+9.45%
|
-8.88% |
| 2014 |
+5.91%
|
-3.45% |
+19.18%
|
-3.04% |
| 2013 |
+18.10%
|
-2.66% |
+36.63%
|
-2.39% |
| 2012 |
+14.19%
|
-7.09% |
+18.12%
|
-8.13% |
| 2011 |
-3.35%
|
-16.94% |
+3.47%
|
-10.79% |
| 2010 |
+13.80%
|
-10.43% |
+20.14%
|
-12.93% |
| 2009 |
+26.25%
|
-17.28% |
+54.68%
|
-7.43% |
| 2008 |
-30.51%
|
-33.62% |
-41.73%
|
-43.03% |
| 2007 |
+5.66%
|
-5.92% |
+19.02%
|
-6.83% |
| 2006 |
+19.42%
|
-3.62% |
+7.14%
|
-11.54% |
| 2005 |
+10.21%
|
-3.30% |
+1.57%
|
-12.37% |
| 2004 |
+15.66%
|
-4.29% |
+10.54%
|
-9.86% |
| 2003 |
+30.79%
|
-3.98% |
+49.67%
|
-2.90% |
| 2002 |
-10.67%
|
-17.62% |
-37.37%
|
-46.75% |
| 2001 |
-4.80%
|
-15.85% |
-33.34%
|
-54.93% |
| 2000 |
-2.79%
|
-8.99% |
-36.11%
|
-46.69% |
| 1999 |
+21.76%
|
-2.43% |
+101.95%
|
-9.49% |
| 1998 |
+7.54%
|
-15.80% |
+85.30%
|
-17.20% |
| 1997 |
+13.81%
|
-4.54% |
+20.63%
|
-13.51% |
| 1996 |
+15.37%
|
-3.55% |
+42.54%
|
-8.14% |
| 1995 |
+16.95%
|
-1.90% |
+42.54%
|
-3.77% |
| 1994 |
-0.18%
|
-6.15% |
+1.50%
|
-12.97% |
| 1993 |
+23.87%
|
-3.66% |
+10.58%
|
-8.26% |
| 1992 |
+3.67%
|
-3.34% |
+8.86%
|
-13.48% |
| 1991 |
+31.77%
|
-4.13% |
+64.99%
|
-8.89% |
| 1990 |
-8.84%
|
-15.40% |
-10.41%
|
-27.64% |
| 1989 |
+25.31%
|
-2.86% |
+26.17%
|
-4.64% |
| 1988 |
+19.53%
|
-2.49% |
+13.54%
|
-10.50% |
| 1987 |
+2.59%
|
-20.11% |
+10.50%
|
-34.57% |
| 1986 |
+22.75%
|
-4.06% |
+6.89%
|
-15.73% |
| 1985 |
+30.54%
|
-2.54% |
+35.61%
|
-6.97% |
| 1984 |
+8.43%
|
-3.82% |
-11.31%
|
-17.55% |
| 1983 |
+22.02%
|
-2.01% |
+19.87%
|
-13.85% |
| 1982 |
+10.55%
|
-11.34% |
+18.67%
|
-14.55% |
| 1981 |
+1.38%
|
-8.32% |
-3.21%
|
-19.44% |
| 1980 |
+22.39%
|
-9.78% |
+33.88%
|
-19.01% |
| 1979 |
+19.59%
|
-7.08% |
+28.11%
|
-9.91% |
| 1978 |
+14.86%
|
-7.96% |
+12.31%
|
-17.69% |
| 1977 |
+8.12%
|
-1.77% |
+7.33%
|
-3.83% |
| 1976 |
+20.36%
|
-2.40% |
+26.10%
|
-2.85% |
