Ben Stein Perfect vs Scott Burns Six Ways from Sunday Portfolio Comparison

Last Update: 31 March 2024

The Ben Stein Perfect Portfolio obtained a 7.66% compound annual return, with a 12.33% standard deviation, in the last 30 Years.

The Scott Burns Six Ways from Sunday Portfolio obtained a 8.02% compound annual return, with a 10.89% standard deviation, in the last 30 Years.

Summary

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Ben Stein Perfect Portfolio Scott Burns Six Ways from Sunday Portfolio
Portfolio Risk Very High High
Asset Allocation Stocks 80% 66.68%
Fixed Income 20% 33.32%
Commodities 0% 0%
30 Years Stats Return +7.66% +8.02%
Std Dev 12.33% 10.89%
Max Drawdown -44.81% -39.14%
All time Stats
(Since Jan 1985)		 Return +9.47% +9.34%
Std Dev 12.43% 10.63%
Max Drawdown -44.81% -39.14%
Last Update: 31 March 2024

Historical Returns as of Mar 31, 2024

Comparison period starts from January 1985

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1M 6M 1Y 5Y 10Y 30Y MAX
Ben Stein Perfect Portfolio +2.85 +15.29 +17.55 +9.16 +7.44 +7.66 +9.47
Scott Burns Six Ways from Sunday Portfolio +3.31 +12.00 +12.17 +8.04 +6.25 +8.02 +9.34
Return over 1 year are annualized.

Capital Growth as of Mar 31, 2024

Ben Stein Perfect Portfolio: an investment of 1$, since April 1994, now would be worth 9.16$, with a total return of 815.99% (7.66% annualized).

Scott Burns Six Ways from Sunday Portfolio: an investment of 1$, since April 1994, now would be worth 10.11$, with a total return of 911.46% (8.02% annualized).

Ben Stein Perfect Portfolio: an investment of 1$, since January 1985, now would be worth 34.82$, with a total return of 3382.35% (9.47% annualized).

Scott Burns Six Ways from Sunday Portfolio: an investment of 1$, since January 1985, now would be worth 33.30$, with a total return of 3229.52% (9.34% annualized).

Drawdowns

Drawdown comparison chart since April 1994.

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Ben Stein Perfect Portfolio
Scott Burns Six Ways from Sunday Portfolio
Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index		 Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index
-44.81% Nov 2007 Feb 2009 (16) Dec 2012 (62) 18.11
-39.14% Jun 2008 Feb 2009 (9) Dec 2010 (31) 19.14
-31.02% Apr 2000 Sep 2002 (30) Nov 2004 (56) 16.05
-19.67% Jan 2020 Mar 2020 (3) Dec 2020 (12) 8.82
-18.62% Jan 2020 Mar 2020 (3) Aug 2020 (8) 8.68
-18.32% Jan 2022 Sep 2022 (9) Jul 2023 (19) 8.72
-15.07% May 1998 Aug 1998 (4) Dec 1998 (8) 6.89
-14.34% Apr 2022 Sep 2022 (6) Jul 2023 (16) 5.59
-13.29% May 2011 Sep 2011 (5) Feb 2012 (10) 5.42
-12.03% May 1998 Aug 1998 (4) Apr 1999 (12) 4.43
-11.03% Feb 2018 Dec 2018 (11) Apr 2019 (15) 4.47
-10.87% May 2015 Feb 2016 (10) Sep 2016 (17) 5.37
-10.58% Feb 2001 Sep 2002 (20) May 2003 (28) 5.68
-9.70% May 2015 Feb 2016 (10) Jun 2016 (14) 5.58
-9.43% Sep 2018 Dec 2018 (4) Mar 2019 (7) 4.32
-7.69% Aug 2023 Oct 2023 (3) Dec 2023 (5) 4.00
-6.89% Aug 2023 Oct 2023 (3) Dec 2023 (5) 3.43
-5.86% Nov 2007 Jan 2008 (3) May 2008 (7) 3.49
-5.36% Sep 1994 Jan 1995 (5) Apr 1995 (8) 3.21
-5.20% Aug 1997 Oct 1997 (3) Feb 1998 (7) 3.34

Drawdown comparison chart since January 1985.

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Ben Stein Perfect Portfolio
Scott Burns Six Ways from Sunday Portfolio
Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index		 Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index
-44.81% Nov 2007 Feb 2009 (16) Dec 2012 (62) 18.11
-39.14% Jun 2008 Feb 2009 (9) Dec 2010 (31) 19.14
-31.02% Apr 2000 Sep 2002 (30) Nov 2004 (56) 16.05
-21.48% Sep 1987 Nov 1987 (3) Jan 1989 (17) 10.79
-19.67% Jan 2020 Mar 2020 (3) Dec 2020 (12) 8.82
-18.62% Jan 2020 Mar 2020 (3) Aug 2020 (8) 8.68
-18.32% Jan 2022 Sep 2022 (9) Jul 2023 (19) 8.72
-15.75% Sep 1987 Nov 1987 (3) Dec 1988 (16) 6.78
-15.07% May 1998 Aug 1998 (4) Dec 1998 (8) 6.89
-14.67% Aug 1990 Sep 1990 (2) Feb 1991 (7) 8.53
-14.34% Apr 2022 Sep 2022 (6) Jul 2023 (16) 5.59
-13.29% May 2011 Sep 2011 (5) Feb 2012 (10) 5.42
-12.03% May 1998 Aug 1998 (4) Apr 1999 (12) 4.43
-11.03% Feb 2018 Dec 2018 (11) Apr 2019 (15) 4.47
-10.87% May 2015 Feb 2016 (10) Sep 2016 (17) 5.37
-10.58% Feb 2001 Sep 2002 (20) May 2003 (28) 5.68
-9.70% May 2015 Feb 2016 (10) Jun 2016 (14) 5.58
-9.43% Sep 2018 Dec 2018 (4) Mar 2019 (7) 4.32
-9.11% Jan 1990 Sep 1990 (9) Feb 1991 (14) 4.98
-7.76% Jan 1990 Apr 1990 (4) Jul 1990 (7) 4.20

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
+6.03%
 -0.36%
+4.29%
 -1.06%
2023
+16.55%
 -7.69%
+10.86%
 -6.89%
2022
-11.28%
 -18.32%
-3.84%
 -14.34%
2021
+16.52%
 -2.88%
+21.86%
 -2.10%
2020
+10.46%
 -18.62%
+1.75%
 -19.67%
2019
+21.12%
 -5.02%
+18.22%
 -3.51%
2018
-7.36%
 -11.03%
-7.04%
 -9.43%
2017
+18.64%
 0.00%
+9.66%
 -0.36%
2016
+8.29%
 -4.94%
+10.61%
 -3.04%
2015
-2.48%
 -9.54%
-4.01%
 -9.20%
2014
+4.39%
 -3.48%
+7.00%
 -3.99%
2013
+18.20%
 -2.21%
+11.16%
 -4.12%
2012
+13.40%
 -7.48%
+12.35%
 -5.14%
2011
-3.70%
 -17.03%
+3.38%
 -13.29%
2010
+12.14%
 -10.26%
+15.68%
 -8.16%
2009
+26.95%
 -15.39%
+23.77%
 -14.82%
2008
-31.47%
 -33.62%
-26.45%
 -32.07%
2007
+10.08%
 -4.81%
+9.69%
 -2.97%
2006
+18.40%
 -3.55%
+16.49%
 -2.20%
2005
+11.54%
 -3.65%
+13.58%
 -3.66%
2004
+14.53%
 -3.20%
+18.78%
 -4.09%
2003
+29.10%
 -3.63%
+24.09%
 -1.68%
2002
-12.54%
 -19.34%
-3.44%
 -9.90%
2001
-8.74%
 -18.50%
-3.08%
 -8.11%
2000
-7.02%
 -10.69%
+8.56%
 -4.31%
1999
+25.31%
 -2.23%
+10.58%
 -2.60%
1998
+11.01%
 -15.07%
+4.74%
 -12.03%
1997
+13.00%
 -5.20%
+11.97%
 -2.82%
1996
+15.28%
 -3.61%
+16.58%
 -1.91%
1995
+18.25%
 -1.47%
+20.25%
 -1.37%
1994
-0.04%
 -6.82%
-2.33%
 -7.18%
1993
+24.57%
 -3.54%
+19.81%
 -4.68%
1992
+0.57%
 -3.75%
+5.94%
 -3.90%
1991
+30.38%
 -4.43%
+19.65%
 -3.35%
1990
-6.17%
 -14.67%
-5.36%
 -9.11%
1989
+30.02%
 -2.52%
+20.03%
 -1.09%
1988
+18.92%
 -2.98%
+15.52%
 -2.02%
1987
+3.15%
 -21.48%
+6.47%
 -15.75%
1986
+23.10%
 -4.60%
+24.09%
 -2.52%
1985
+29.90%
 -2.29%
+27.73%
 -1.45%