Ben Stein Long Term vs Value Stock Geek Weird 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 Value Stock Geek Weird Portfolio obtained a 8.33% compound annual return, with a 10.82% standard deviation, in the last 30 Years.

Summary

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Ben Stein Long Term Portfolio Value Stock Geek Weird Portfolio
Portfolio Risk Very High Very High
Asset Allocation Stocks 80% 60%
Fixed Income 20% 20%
Commodities 0% 20%
30 Years Stats Return +7.65% +8.33%
Std Dev 12.41% 10.82%
Max Drawdown -45.92% -32.97%
All time Stats
(Since Jan 1976)
Return +10.23% +10.91%
Std Dev 12.19% 10.82%
Max Drawdown -45.92% -32.97%
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
Value Stock Geek Weird Portfolio +3.49 +14.81 +6.53 +5.29 +5.43 +8.33 +10.91
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).

Value Stock Geek Weird Portfolio: an investment of 1$, since April 1994, now would be worth 11.03$, with a total return of 1003.27% (8.33% 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).

Value Stock Geek Weird Portfolio: an investment of 1$, since January 1976, now would be worth 147.85$, with a total return of 14684.65% (10.91% annualized).

Drawdowns

Drawdown comparison chart since April 1994.

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Ben Stein Long Term Portfolio
Value Stock Geek Weird 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
-32.97% Nov 2007 Feb 2009 (16) Mar 2010 (29) 15.03
-24.18% Jan 2022 Sep 2022 (9) In progress (27) 14.43
-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
-16.94% May 2011 Sep 2011 (5) Nov 2012 (19) 6.37
-15.80% May 1998 Aug 1998 (4) Mar 1999 (11) 6.69
-13.36% Feb 2020 Mar 2020 (2) Jul 2020 (6) 6.31
-13.23% Apr 1998 Aug 1998 (5) Jun 2000 (27) 6.30
-10.70% Sep 2018 Dec 2018 (4) Apr 2019 (8) 4.74
-9.84% Jun 2015 Feb 2016 (9) Jul 2016 (14) 5.14
-8.66% Sep 2018 Dec 2018 (4) Apr 2019 (8) 4.24
-8.65% Jun 2002 Oct 2002 (5) May 2003 (12) 5.09
-7.32% Apr 2004 Apr 2004 (1) Sep 2004 (6) 4.11
-7.20% Feb 2015 Sep 2015 (8) Mar 2016 (14) 4.13
-6.89% May 2013 Jun 2013 (2) Oct 2013 (6) 3.77
-6.58% Aug 2016 Nov 2016 (4) Apr 2017 (9) 3.39
-5.96% May 2011 Sep 2011 (5) Oct 2011 (6) 2.45
-5.19% Sep 1994 Jan 1995 (5) Apr 1995 (8) 3.17

Drawdown comparison chart since January 1976.

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Ben Stein Long Term Portfolio
Value Stock Geek Weird 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
-32.97% Nov 2007 Feb 2009 (16) Mar 2010 (29) 15.03
-24.18% Jan 2022 Sep 2022 (9) In progress (27) 14.43
-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
-16.94% May 2011 Sep 2011 (5) Nov 2012 (19) 6.37
-16.24% Dec 1989 Oct 1990 (11) May 1991 (18) 7.74
-15.80% May 1998 Aug 1998 (4) Mar 1999 (11) 6.69
-15.40% Jan 1990 Sep 1990 (9) Feb 1991 (14) 7.45
-15.06% Feb 1980 Mar 1980 (2) Jun 1980 (5) 7.84
-13.36% Feb 2020 Mar 2020 (2) Jul 2020 (6) 6.31
-13.32% Jul 1981 Jul 1982 (13) Oct 1982 (16) 6.86
-13.23% Apr 1998 Aug 1998 (5) Jun 2000 (27) 6.30
-12.71% Sep 1987 Nov 1987 (3) Oct 1988 (14) 5.92
-12.24% Dec 1980 Jun 1982 (19) Sep 1982 (22) 6.56
-10.70% Sep 2018 Dec 2018 (4) Apr 2019 (8) 4.74
-9.84% Jun 2015 Feb 2016 (9) Jul 2016 (14) 5.14
-9.78% Feb 1980 Mar 1980 (2) Jun 1980 (5) 4.95

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%
+0.83%
-3.35%
2023
+16.03%
-8.92%
+10.94%
-12.66%
2022
-14.26%
-20.52%
-18.17%
-24.18%
2021
+16.72%
-3.20%
+14.49%
-3.51%
2020
+9.40%
-19.33%
+10.52%
-13.36%
2019
+21.13%
-4.75%
+21.93%
-1.68%
2018
-7.39%
-10.70%
-8.01%
-8.66%
2017
+16.88%
0.00%
+14.20%
-0.31%
2016
+9.22%
-4.80%
+10.34%
-6.58%
2015
-2.18%
-8.57%
-1.57%
-7.20%
2014
+5.91%
-3.45%
+11.39%
-5.08%
2013
+18.10%
-2.66%
+5.71%
-6.89%
2012
+14.19%
-7.09%
+13.28%
-4.45%
2011
-3.35%
-16.94%
+7.07%
-5.96%
2010
+13.80%
-10.43%
+22.57%
-4.90%
2009
+26.25%
-17.28%
+19.50%
-17.34%
2008
-30.51%
-33.62%
-15.22%
-24.57%
2007
+5.66%
-5.92%
+4.32%
-4.58%
2006
+19.42%
-3.62%
+21.26%
-3.05%
2005
+10.21%
-3.30%
+13.51%
-2.30%
2004
+15.66%
-4.29%
+20.31%
-7.32%
2003
+30.79%
-3.98%
+32.68%
-1.93%
2002
-10.67%
-17.62%
+7.55%
-8.65%
2001
-4.80%
-15.85%
+4.90%
-4.41%
2000
-2.79%
-8.99%
+11.88%
-2.51%
1999
+21.76%
-2.43%
+2.11%
-4.11%
1998
+7.54%
-15.80%
-0.30%
-13.23%
1997
+13.81%
-4.54%
+4.80%
-3.83%
1996
+15.37%
-3.55%
+10.07%
-2.17%
1995
+16.95%
-1.90%
+14.94%
-1.53%
1994
-0.18%
-6.15%
-4.11%
-7.57%
1993
+23.87%
-3.66%
+21.05%
-2.35%
1992
+3.67%
-3.34%
+10.23%
-2.71%
1991
+31.77%
-4.13%
+18.76%
-2.61%
1990
-8.84%
-15.40%
-10.86%
-16.22%
1989
+25.31%
-2.86%
+13.23%
-1.43%
1988
+19.53%
-2.49%
+12.98%
-1.18%
1987
+2.59%
-20.11%
+8.44%
-12.71%
1986
+22.75%
-4.06%
+28.08%
-2.01%
1985
+30.54%
-2.54%
+30.14%
-1.95%
1984
+8.43%
-3.82%
+5.34%
-5.43%
1983
+22.02%
-2.01%
+16.56%
-1.96%
1982
+10.55%
-11.34%
+23.60%
-8.30%
1981
+1.38%
-8.32%
-2.54%
-10.01%
1980
+22.39%
-9.78%
+16.86%
-15.06%
1979
+19.59%
-7.08%
+40.61%
-8.18%
1978
+14.86%
-7.96%
+20.11%
-6.79%
1977
+8.12%
-1.77%
+16.95%
-0.10%
1976
+20.36%
-2.40%
+23.87%
-2.72%