Ben Stein Long Term vs US Stocks Quality 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 US Stocks Quality Portfolio obtained a 12.01% compound annual return, with a 15.06% standard deviation, in the last 30 Years.

Summary

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Ben Stein Long Term Portfolio US Stocks Quality 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% +12.01%
Std Dev 12.41% 15.06%
Max Drawdown -45.92% -46.25%
All time Stats
(Since Jan 1976)
Return +10.23% +12.47%
Std Dev 12.19% 15.06%
Max Drawdown -45.92% -46.25%
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
US Stocks Quality Portfolio +2.77 +25.46 +34.18 +14.88 +13.13 +12.01 +12.47
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).

US Stocks Quality Portfolio: an investment of 1$, since April 1994, now would be worth 30.06$, with a total return of 2905.58% (12.01% 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).

US Stocks Quality Portfolio: an investment of 1$, since January 1976, now would be worth 290.63$, with a total return of 28963.19% (12.47% annualized).

Drawdowns

Drawdown comparison chart since April 1994.

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Ben Stein Long Term Portfolio
US Stocks Quality Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-46.25% Nov 2007 Feb 2009 (16) Feb 2011 (40) 22.18
-45.92% Nov 2007 Feb 2009 (16) Apr 2011 (42) 21.56
-43.01% Sep 2000 Sep 2002 (25) Jan 2007 (77) 22.99
-27.78% Jan 2022 Sep 2022 (9) Dec 2023 (24) 13.93
-23.11% Sep 2000 Sep 2002 (25) Nov 2003 (39) 12.70
-20.52% Jan 2022 Sep 2022 (9) Feb 2024 (26) 9.97
-19.34% Jan 2020 Mar 2020 (3) Jul 2020 (7) 8.52
-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
-14.61% Oct 2018 Dec 2018 (3) Apr 2019 (7) 6.95
-13.90% May 2011 Sep 2011 (5) Jan 2012 (9) 5.71
-12.07% Jul 1998 Aug 1998 (2) Oct 1998 (4) 6.02
-10.70% Sep 2018 Dec 2018 (4) Apr 2019 (8) 4.74
-9.84% Jun 2015 Feb 2016 (9) Jul 2016 (14) 5.14
-7.19% Apr 2012 May 2012 (2) Sep 2012 (6) 3.24
-6.64% Aug 2015 Sep 2015 (2) Oct 2015 (3) 4.28
-6.58% May 2019 May 2019 (1) Jun 2019 (2) 3.80
-6.45% Sep 2021 Sep 2021 (1) Oct 2021 (2) 3.73
-6.25% Dec 2015 Jan 2016 (2) Mar 2016 (4) 3.86

Drawdown comparison chart since January 1976.

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Ben Stein Long Term Portfolio
US Stocks Quality Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-46.25% Nov 2007 Feb 2009 (16) Feb 2011 (40) 22.18
-45.92% Nov 2007 Feb 2009 (16) Apr 2011 (42) 21.56
-43.01% Sep 2000 Sep 2002 (25) Jan 2007 (77) 22.99
-29.94% Sep 1987 Nov 1987 (3) May 1989 (21) 16.21
-27.78% Jan 2022 Sep 2022 (9) Dec 2023 (24) 13.93
-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
-19.34% Jan 2020 Mar 2020 (3) Jul 2020 (7) 8.52
-19.33% Jan 2020 Mar 2020 (3) Nov 2020 (11) 8.34
-18.54% Dec 1980 Jul 1982 (20) Oct 1982 (23) 10.10
-17.76% Jan 1977 Feb 1978 (14) Mar 1979 (27) 9.08
-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
-14.61% Oct 2018 Dec 2018 (3) Apr 2019 (7) 6.95
-13.90% May 2011 Sep 2011 (5) Jan 2012 (9) 5.71
-13.32% Jul 1981 Jul 1982 (13) Oct 1982 (16) 6.86
-12.07% Jul 1998 Aug 1998 (2) Oct 1998 (4) 6.02
-11.84% Aug 1990 Sep 1990 (2) Jan 1991 (6) 7.39

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%
+11.95%
0.00%
2023
+16.03%
-8.92%
+30.89%
-6.88%
2022
-14.26%
-20.52%
-20.49%
-27.78%
2021
+16.72%
-3.20%
+26.93%
-6.45%
2020
+9.40%
-19.33%
+17.03%
-19.34%
2019
+21.13%
-4.75%
+33.89%
-6.58%
2018
-7.39%
-10.70%
-5.68%
-14.61%
2017
+16.88%
0.00%
+22.27%
-0.04%
2016
+9.22%
-4.80%
+9.21%
-4.62%
2015
-2.18%
-8.57%
+5.46%
-6.64%
2014
+5.91%
-3.45%
+11.62%
-4.19%
2013
+18.10%
-2.66%
+34.11%
-2.85%
2012
+14.19%
-7.09%
+12.59%
-7.19%
2011
-3.35%
-16.94%
+7.32%
-13.90%
2010
+13.80%
-10.43%
+14.04%
-12.90%
2009
+26.25%
-17.28%
+24.74%
-18.35%
2008
-30.51%
-33.62%
-31.36%
-32.42%
2007
+5.66%
-5.92%
+9.91%
-4.10%
2006
+19.42%
-3.62%
+12.62%
-3.30%
2005
+10.21%
-3.30%
+5.28%
-3.71%
2004
+15.66%
-4.29%
+8.51%
-3.83%
2003
+30.79%
-3.98%
+23.58%
-4.72%
2002
-10.67%
-17.62%
-21.34%
-27.87%
2001
-4.80%
-15.85%
-10.47%
-22.22%
2000
-2.79%
-8.99%
-6.78%
-12.22%
1999
+21.76%
-2.43%
+26.24%
-4.34%
1998
+7.54%
-15.80%
+45.30%
-12.07%
1997
+13.81%
-4.54%
+32.95%
-5.23%
1996
+15.37%
-3.55%
+30.34%
-3.76%
1995
+16.95%
-1.90%
+39.91%
-0.17%
1994
-0.18%
-6.15%
+5.81%
-6.09%
1993
+23.87%
-3.66%
-1.84%
-3.85%
1992
+3.67%
-3.34%
+2.36%
-3.83%
1991
+31.77%
-4.13%
+42.31%
-3.57%
1990
-8.84%
-15.40%
+3.83%
-11.84%
1989
+25.31%
-2.86%
+36.63%
-2.05%
1988
+19.53%
-2.49%
+15.66%
-3.85%
1987
+2.59%
-20.11%
+4.18%
-29.94%
1986
+22.75%
-4.06%
+24.86%
-7.56%
1985
+30.54%
-2.54%
+33.09%
-3.58%
1984
+8.43%
-3.82%
+8.49%
-5.91%
1983
+22.02%
-2.01%
+16.46%
-3.65%
1982
+10.55%
-11.34%
+19.76%
-10.30%
1981
+1.38%
-8.32%
-6.60%
-13.09%
1980
+22.39%
-9.78%
+36.68%
-9.37%
1979
+19.59%
-7.08%
+14.27%
-7.04%
1978
+14.86%
-7.96%
+6.16%
-9.35%
1977
+8.12%
-1.77%
-11.04%
-14.07%
1976
+20.36%
-2.40%
+16.99%
-3.07%