Ben Stein Long Term vs Technology 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 Technology Portfolio obtained a 14.30% compound annual return, with a 23.97% 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 +7.65% +14.30%
Std Dev 12.41% 23.97%
Max Drawdown -45.92% -81.08%
All time Stats
(Since Jan 1976)
Return +10.23% +14.51%
Std Dev 12.19% 22.65%
Max Drawdown -45.92% -81.08%
Last Update: 31 March 2024

Historical Returns as of Mar 31, 2024

Comparison period starts from January 1976

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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 +10.23
Technology Portfolio +1.27 +24.41 +39.27 +20.61 +18.58 +14.30 +14.51
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).

Technology Portfolio: an investment of 1$, since April 1994, now would be worth 55.17$, with a total return of 5417.17% (14.30% annualized).

Ben Stein Long Term Portfolio: an investment of 1$, since January 1976, now would be worth 110.03$, with a total return of 10902.71% (10.23% annualized).

Technology Portfolio: an investment of 1$, since January 1976, now would be worth 689.47$, with a total return of 68846.99% (14.51% annualized).

Drawdowns

Drawdown comparison chart since April 1994.

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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.

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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.
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Year Return Drawdown Return Drawdown
2024
+4.33%
-1.17%
+8.56%
0.00%
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%