Ben Stein Perfect vs Stocks/Bonds 80/20 Portfolio Comparison

Last Update: 29 February 2024

The Ben Stein Perfect Portfolio obtained a 7.41% compound annual return, with a 12.35% standard deviation, in the last 30 Years.

The Stocks/Bonds 80/20 Portfolio obtained a 9.29% compound annual return, with a 12.51% standard deviation, in the last 30 Years.

Summary

Swipe left to see all data
Ben Stein Perfect Portfolio Stocks/Bonds 80/20 Portfolio
Portfolio Risk Very High Very High
Asset Allocation Stocks 80% 80%
Fixed Income 20% 20%
Commodities 0% 0%
30 Years Stats Return +7.41% +9.29%
Std Dev 12.35% 12.51%
Max Drawdown -44.81% -41.09%
All time Stats
(Since Jan 1985)
Return +9.41% +10.37%
Std Dev 12.44% 12.60%
Max Drawdown -44.81% -41.09%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1985

Swipe left to see all data
1M 6M 1Y 5Y 10Y 30Y MAX
Ben Stein Perfect Portfolio +3.46 +8.46 +16.81 +8.81 +7.22 +7.41 +9.41
Stocks/Bonds 80/20 Portfolio +3.98 +11.46 +23.48 +11.27 +9.93 +9.29 +10.37
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Ben Stein Perfect Portfolio: an investment of 1$, since March 1994, now would be worth 8.53$, with a total return of 752.59% (7.41% annualized).

Stocks/Bonds 80/20 Portfolio: an investment of 1$, since March 1994, now would be worth 14.38$, with a total return of 1337.99% (9.29% annualized).

Ben Stein Perfect Portfolio: an investment of 1$, since January 1985, now would be worth 33.86$, with a total return of 3285.75% (9.41% annualized).

Stocks/Bonds 80/20 Portfolio: an investment of 1$, since January 1985, now would be worth 47.60$, with a total return of 4660.42% (10.37% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

Swipe left to see all data
Ben Stein Perfect Portfolio
Stocks/Bonds 80/20 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
-41.09% Nov 2007 Feb 2009 (16) Jan 2011 (39) 19.37
-33.33% Sep 2000 Sep 2002 (25) Jul 2005 (59) 17.37
-31.02% Apr 2000 Sep 2002 (30) Nov 2004 (56) 16.05
-22.75% Jan 2022 Sep 2022 (9) Jan 2024 (25) 12.23
-18.62% Jan 2020 Mar 2020 (3) Aug 2020 (8) 8.68
-18.32% Jan 2022 Sep 2022 (9) Jul 2023 (19) 8.72
-16.53% Feb 2020 Mar 2020 (2) Jul 2020 (6) 7.42
-15.07% May 1998 Aug 1998 (4) Dec 1998 (8) 6.89
-13.95% Jul 1998 Aug 1998 (2) Nov 1998 (5) 7.01
-13.35% May 2011 Sep 2011 (5) Feb 2012 (10) 5.69
-11.32% Oct 2018 Dec 2018 (3) Apr 2019 (7) 5.24
-11.03% Feb 2018 Dec 2018 (11) Apr 2019 (15) 4.47
-10.87% May 2015 Feb 2016 (10) Sep 2016 (17) 5.37
-7.69% Aug 2023 Oct 2023 (3) Dec 2023 (5) 4.00
-7.05% Jun 2015 Sep 2015 (4) May 2016 (12) 3.70
-6.90% Apr 2000 May 2000 (2) Aug 2000 (5) 4.02
-5.36% Sep 1994 Jan 1995 (5) Apr 1995 (8) 3.21
-5.21% Apr 2012 May 2012 (2) Aug 2012 (5) 2.35
-5.20% Aug 1997 Oct 1997 (3) Feb 1998 (7) 3.34

Drawdown comparison chart since January 1985.

Swipe left to see all data
Ben Stein Perfect Portfolio
Stocks/Bonds 80/20 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
-41.09% Nov 2007 Feb 2009 (16) Jan 2011 (39) 19.37
-33.33% Sep 2000 Sep 2002 (25) Jul 2005 (59) 17.37
-31.02% Apr 2000 Sep 2002 (30) Nov 2004 (56) 16.05
-24.55% Sep 1987 Nov 1987 (3) Apr 1989 (20) 12.14
-22.75% Jan 2022 Sep 2022 (9) Jan 2024 (25) 12.23
-21.48% Sep 1987 Nov 1987 (3) Jan 1989 (17) 10.79
-18.62% Jan 2020 Mar 2020 (3) Aug 2020 (8) 8.68
-18.32% Jan 2022 Sep 2022 (9) Jul 2023 (19) 8.72
-16.53% Feb 2020 Mar 2020 (2) Jul 2020 (6) 7.42
-15.07% May 1998 Aug 1998 (4) Dec 1998 (8) 6.89
-14.67% Aug 1990 Sep 1990 (2) Feb 1991 (7) 8.53
-13.95% Jul 1998 Aug 1998 (2) Nov 1998 (5) 7.01
-13.35% May 2011 Sep 2011 (5) Feb 2012 (10) 5.69
-12.23% Jun 1990 Oct 1990 (5) Feb 1991 (9) 6.59
-11.32% Oct 2018 Dec 2018 (3) Apr 2019 (7) 5.24
-11.03% Feb 2018 Dec 2018 (11) Apr 2019 (15) 4.47
-10.87% May 2015 Feb 2016 (10) Sep 2016 (17) 5.37
-7.76% Jan 1990 Apr 1990 (4) Jul 1990 (7) 4.20
-7.69% Aug 2023 Oct 2023 (3) Dec 2023 (5) 4.00

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.
Swipe left to see all data
Year Return Drawdown Return Drawdown
2024
+3.09%
-0.36%
+4.87%
0.00%
2023
+16.55%
-7.69%
+21.92%
-8.31%
2022
-11.28%
-18.32%
-18.23%
-22.75%
2021
+16.52%
-2.88%
+20.16%
-3.88%
2020
+10.46%
-18.62%
+18.36%
-16.53%
2019
+21.12%
-5.02%
+26.30%
-4.97%
2018
-7.36%
-11.03%
-4.19%
-11.32%
2017
+18.64%
0.00%
+17.68%
0.00%
2016
+8.29%
-4.94%
+10.77%
-4.34%
2015
-2.48%
-9.54%
+0.40%
-7.05%
2014
+4.39%
-3.48%
+11.20%
-2.23%
2013
+18.20%
-2.21%
+26.34%
-2.66%
2012
+13.40%
-7.48%
+13.79%
-5.21%
2011
-3.70%
-17.03%
+2.36%
-13.35%
2010
+12.14%
-10.26%
+15.18%
-10.23%
2009
+26.95%
-15.39%
+23.84%
-14.71%
2008
-31.47%
-33.62%
-28.21%
-30.13%
2007
+10.08%
-4.81%
+5.68%
-4.17%
2006
+18.40%
-3.55%
+13.41%
-2.63%
2005
+11.54%
-3.65%
+5.53%
-3.41%
2004
+14.53%
-3.20%
+11.08%
-2.95%
2003
+29.10%
-3.63%
+25.40%
-3.13%
2002
-12.54%
-19.34%
-14.73%
-20.47%
2001
-8.74%
-18.50%
-7.09%
-17.69%
2000
-7.02%
-10.69%
-6.18%
-12.05%
1999
+25.31%
-2.23%
+18.90%
-5.12%
1998
+11.01%
-15.07%
+20.33%
-13.95%
1997
+13.00%
-5.20%
+26.68%
-3.85%
1996
+15.28%
-3.61%
+17.49%
-4.78%
1995
+18.25%
-1.47%
+32.26%
-0.70%
1994
-0.04%
-6.82%
-0.67%
-6.95%
1993
+24.57%
-3.54%
+10.44%
-2.06%
1992
+0.57%
-3.75%
+8.71%
-2.02%
1991
+30.38%
-4.43%
+28.96%
-3.69%
1990
-6.17%
-14.67%
-3.13%
-12.23%
1989
+30.02%
-2.52%
+25.22%
-2.00%
1988
+18.92%
-2.98%
+15.32%
-2.84%
1987
+3.15%
-21.48%
+2.40%
-24.55%
1986
+23.10%
-4.60%
+14.68%
-6.76%
1985
+29.90%
-2.29%
+29.47%
-3.45%