Last Update: 30 June 2024
The Ben Stein Long Term Portfolio obtained a 7.65% compound annual return, with a 12.44% standard deviation, in the last 30 Years.
The Value Stock Geek Weird Portfolio obtained a 8.38% compound annual return, with a 10.87% 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% | +8.38% |
| Std Dev | 12.44% | 10.87% | |
| Max Drawdown | -45.92% | -32.97% | |
| All time Stats (Since Jan 1976) |
Return | +10.20% | +10.83% |
| Std Dev | 12.18% | 10.83% | |
| Max Drawdown | -45.92% | -32.97% | |
| Last Update: 30 June 2024 | |||
Historical Returns as of Jun 30, 2024
Comparison period starts from January 1976
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| 1M | 6M | 1Y | 5Y | 10Y | 30Y | MAX | |
|---|---|---|---|---|---|---|---|
| Ben Stein Long Term Portfolio | +0.85 | +5.61 | +12.26 | +7.53 | +6.54 | +7.65 | +10.20 |
| Value Stock Geek Weird Portfolio | -0.51 | -0.04 | +5.78 | +4.35 | +4.92 | +8.38 | +10.83 |
| Return over 1 year are annualized. |
Capital Growth as of Jun 30, 2024
Ben Stein Long Term Portfolio: an investment of 1$, since July 1994,
now would be worth 9.14$, with a total return of 813.78%
(7.65% annualized).
Value Stock Geek Weird Portfolio: an investment of 1$, since July 1994, now would be worth 11.18$, with a total return of 1018.28% (8.38% annualized).
Value Stock Geek Weird Portfolio: an investment of 1$, since July 1994, now would be worth 11.18$, with a total return of 1018.28% (8.38% annualized).
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Ben Stein Long Term Portfolio: an investment of 1$, since January 1976,
now would be worth 111.36$, with a total return of 11036.35%
(10.20% annualized).
Value Stock Geek Weird Portfolio: an investment of 1$, since January 1976, now would be worth 146.58$, with a total return of 14557.50% (10.83% annualized).
Value Stock Geek Weird Portfolio: an investment of 1$, since January 1976, now would be worth 146.58$, with a total return of 14557.50% (10.83% annualized).
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Drawdowns
Drawdown comparison chart since July 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 (30) | 14.07 | |||||
| -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 (30) | 14.07 | |||||
| -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.
The highlighted returns represent the highest values for that specific year.
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| Year | Return | Drawdown | Return | Drawdown |
|---|---|---|---|---|
| 2024 |
+5.61%
|
-3.34% |
-0.04%
|
-4.13% |
| 2023 |
+16.02%
|
-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% |
