Last Update: 31 March 2024
The Bill Bernstein Coward's Portfolio obtained a 7.19% compound annual return, with a 9.08% standard deviation, in the last 30 Years.
The Roger Gibson Talmud Portfolio obtained a 8.41% compound annual return, with a 10.81% standard deviation, in the last 30 Years.
Summary
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| Bill Bernstein Coward's Portfolio | Roger Gibson Talmud Portfolio | ||
|---|---|---|---|
| Portfolio Risk | High | High | |
| Asset Allocation | Stocks | 60% | 66.67% |
| Fixed Income | 40% | 33.33% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +7.19% | +8.41% |
| Std Dev | 9.08% | 10.81% | |
| Max Drawdown | -32.68% | -40.17% | |
| All time Stats (Since Jan 1976) |
Return | +9.71% | +10.40% |
| Std Dev | 9.27% | 10.46% | |
| Max Drawdown | -32.68% | -40.17% | |
| 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 | |
|---|---|---|---|---|---|---|---|
| Bill Bernstein Coward's Portfolio | +2.10 | +11.97 | +11.82 | +6.35 | +5.76 | +7.19 | +9.71 |
| Roger Gibson Talmud Portfolio | +1.65 | +14.76 | +12.54 | +6.33 | +6.86 | +8.41 | +10.40 |
| Return over 1 year are annualized. |
Capital Growth as of Mar 31, 2024
Bill Bernstein Coward's Portfolio: an investment of 1$, since April 1994,
now would be worth 8.02$, with a total return of 702.26%
(7.19% annualized).
Roger Gibson Talmud Portfolio: an investment of 1$, since April 1994, now would be worth 11.26$, with a total return of 1026.50% (8.41% annualized).
Roger Gibson Talmud Portfolio: an investment of 1$, since April 1994, now would be worth 11.26$, with a total return of 1026.50% (8.41% annualized).
Bill Bernstein Coward's Portfolio: an investment of 1$, since January 1976,
now would be worth 87.55$, with a total return of 8655.01%
(9.71% annualized).
Roger Gibson Talmud Portfolio: an investment of 1$, since January 1976, now would be worth 118.62$, with a total return of 11761.70% (10.40% annualized).
Roger Gibson Talmud Portfolio: an investment of 1$, since January 1976, now would be worth 118.62$, with a total return of 11761.70% (10.40% annualized).
Drawdowns
Drawdown comparison chart since April 1994.
Swipe left to see all data
|
Bill Bernstein Coward's Portfolio
|
Roger Gibson Talmud Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -40.17% | Jun 2007 | Feb 2009 (21) | Oct 2010 (41) | 17.05 | |||||
| -32.68% | Nov 2007 | Feb 2009 (16) | Dec 2010 (38) | 14.09 | |||||
| -22.88% | Jan 2022 | Sep 2022 (9) | In progress (27) | 14.25 | |||||
| -15.87% | Jan 2022 | Sep 2022 (9) | Feb 2024 (26) | 7.63 | |||||
| -15.16% | Feb 2020 | Mar 2020 (2) | Aug 2020 (7) | 6.94 | |||||
| -14.45% | Jan 2020 | Mar 2020 (3) | Nov 2020 (11) | 6.29 | |||||
| -12.22% | May 2011 | Sep 2011 (5) | Mar 2012 (11) | 5.29 | |||||
| -12.10% | Feb 2001 | Sep 2002 (20) | Jul 2003 (30) | 6.41 | |||||
| -11.37% | May 1998 | Aug 1998 (4) | Dec 1998 (8) | 5.07 | |||||
| -10.50% | Jun 2011 | Sep 2011 (4) | Jan 2012 (8) | 4.43 | |||||
| -10.43% | Jul 1998 | Aug 1998 (2) | Dec 1998 (6) | 5.05 | |||||
| -8.41% | Sep 2018 | Dec 2018 (4) | Apr 2019 (8) | 3.73 | |||||
| -8.26% | Apr 2002 | Oct 2002 (7) | May 2003 (14) | 5.13 | |||||
| -7.57% | Sep 2018 | Dec 2018 (4) | Feb 2019 (6) | 3.56 | |||||
| -6.69% | Apr 2004 | Apr 2004 (1) | Aug 2004 (5) | 3.63 | |||||
| -6.36% | Jun 2015 | Feb 2016 (9) | Jun 2016 (13) | 3.44 | |||||
| -5.69% | Apr 2015 | Aug 2015 (5) | Mar 2016 (12) | 3.12 | |||||
| -5.28% | Sep 1994 | Nov 1994 (3) | Feb 1995 (6) | 2.68 | |||||
| -5.08% | Feb 2001 | Mar 2001 (2) | Jun 2001 (5) | 2.68 | |||||
| -5.08% | Apr 2012 | May 2012 (2) | Sep 2012 (6) | 2.24 | |||||
Drawdown comparison chart since January 1976.
Swipe left to see all data
|
Bill Bernstein Coward's Portfolio
|
Roger Gibson Talmud Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -40.17% | Jun 2007 | Feb 2009 (21) | Oct 2010 (41) | 17.05 | |||||
| -32.68% | Nov 2007 | Feb 2009 (16) | Dec 2010 (38) | 14.09 | |||||
| -22.88% | Jan 2022 | Sep 2022 (9) | In progress (27) | 14.25 | |||||
| -16.51% | Sep 1987 | Nov 1987 (3) | Jan 1989 (17) | 7.56 | |||||
| -15.87% | Jan 2022 | Sep 2022 (9) | Feb 2024 (26) | 7.63 | |||||
| -15.52% | Sep 1987 | Nov 1987 (3) | Jan 1989 (17) | 6.69 | |||||
| -15.16% | Feb 2020 | Mar 2020 (2) | Aug 2020 (7) | 6.94 | |||||
| -14.45% | Jan 2020 | Mar 2020 (3) | Nov 2020 (11) | 6.29 | |||||
| -12.22% | May 2011 | Sep 2011 (5) | Mar 2012 (11) | 5.29 | |||||
| -12.10% | Feb 2001 | Sep 2002 (20) | Jul 2003 (30) | 6.41 | |||||
| -11.37% | May 1998 | Aug 1998 (4) | Dec 1998 (8) | 5.07 | |||||
| -10.50% | Jun 2011 | Sep 2011 (4) | Jan 2012 (8) | 4.43 | |||||
| -10.43% | Jul 1998 | Aug 1998 (2) | Dec 1998 (6) | 5.05 | |||||
| -10.14% | Jul 1990 | Oct 1990 (4) | Jan 1991 (7) | 5.88 | |||||
| -10.13% | Aug 1990 | Sep 1990 (2) | Feb 1991 (7) | 5.84 | |||||
| -9.71% | Feb 1980 | Mar 1980 (2) | Jun 1980 (5) | 4.55 | |||||
| -8.78% | Sep 1979 | Oct 1979 (2) | Jan 1980 (5) | 4.16 | |||||
| -8.70% | Feb 1980 | Mar 1980 (2) | May 1980 (4) | 4.23 | |||||
| -8.70% | Oct 1993 | Nov 1994 (14) | May 1995 (20) | 4.54 | |||||
| -8.59% | Jul 1981 | Sep 1981 (3) | Nov 1981 (5) | 4.25 | |||||
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 |
+3.23%
|
-0.85% |
+2.25%
|
-1.37% |
| 2023 |
+11.70%
|
-6.85% |
+14.42%
|
-9.16% |
| 2022 |
-10.59%
|
-15.87% |
-19.62%
|
-22.88% |
| 2021 |
+13.60%
|
-2.35% |
+21.44%
|
-3.93% |
| 2020 |
+7.17%
|
-14.45% |
+8.02%
|
-15.16% |
| 2019 |
+16.66%
|
-3.85% |
+22.79%
|
-1.65% |
| 2018 |
-4.86%
|
-8.41% |
-3.78%
|
-7.57% |
| 2017 |
+11.81%
|
-0.17% |
+9.90%
|
-0.80% |
| 2016 |
+9.49%
|
-3.00% |
+7.99%
|
-4.84% |
| 2015 |
-1.25%
|
-6.03% |
+1.11%
|
-5.69% |
| 2014 |
+5.28%
|
-2.42% |
+16.24%
|
-3.05% |
| 2013 |
+16.34%
|
-2.03% |
+11.22%
|
-4.74% |
| 2012 |
+10.41%
|
-5.08% |
+12.41%
|
-3.41% |
| 2011 |
-1.01%
|
-12.22% |
+5.83%
|
-10.50% |
| 2010 |
+11.88%
|
-7.73% |
+17.33%
|
-7.24% |
| 2009 |
+17.30%
|
-13.54% |
+20.87%
|
-18.28% |
| 2008 |
-19.19%
|
-21.50% |
-22.37%
|
-28.90% |
| 2007 |
+5.00%
|
-3.66% |
-1.40%
|
-7.11% |
| 2006 |
+14.37%
|
-2.55% |
+18.42%
|
-3.01% |
| 2005 |
+7.03%
|
-2.57% |
+6.88%
|
-3.47% |
| 2004 |
+11.54%
|
-3.15% |
+15.93%
|
-6.69% |
| 2003 |
+22.81%
|
-2.92% |
+23.46%
|
-1.81% |
| 2002 |
-5.87%
|
-11.66% |
-2.82%
|
-8.26% |
| 2001 |
-0.24%
|
-9.23% |
+3.27%
|
-5.08% |
| 2000 |
+3.08%
|
-4.74% |
+9.05%
|
-4.13% |
| 1999 |
+13.21%
|
-2.57% |
+6.34%
|
-4.64% |
| 1998 |
+8.14%
|
-11.37% |
+5.18%
|
-10.43% |
| 1997 |
+15.36%
|
-2.99% |
+19.74%
|
-1.89% |
| 1996 |
+13.57%
|
-2.72% |
+19.46%
|
-1.65% |
| 1995 |
+20.52%
|
-1.13% |
+22.03%
|
-0.94% |
| 1994 |
-0.79%
|
-5.43% |
-3.74%
|
-8.67% |
| 1993 |
+18.11%
|
-2.29% |
+13.33%
|
-2.90% |
| 1992 |
+8.20%
|
-1.49% |
+10.28%
|
-1.73% |
| 1991 |
+26.60%
|
-3.17% |
+27.78%
|
-2.56% |
| 1990 |
-2.79%
|
-10.13% |
-4.26%
|
-10.14% |
| 1989 |
+22.00%
|
-1.82% |
+16.87%
|
-1.33% |
| 1988 |
+15.53%
|
-1.90% |
+12.71%
|
-1.50% |
| 1987 |
+2.17%
|
-16.51% |
+0.17%
|
-15.52% |
| 1986 |
+18.48%
|
-3.70% |
+16.28%
|
-3.57% |
| 1985 |
+27.16%
|
-1.60% |
+24.20%
|
-2.28% |
| 1984 |
+10.60%
|
-3.73% |
+12.71%
|
-4.02% |
| 1983 |
+19.35%
|
-1.56% |
+19.51%
|
-2.63% |
| 1982 |
+19.01%
|
-3.70% |
+24.41%
|
-3.38% |
| 1981 |
+5.61%
|
-6.47% |
+3.76%
|
-8.59% |
| 1980 |
+19.78%
|
-8.70% |
+20.13%
|
-9.71% |
| 1979 |
+17.26%
|
-6.40% |
+21.82%
|
-8.78% |
| 1978 |
+10.37%
|
-7.17% |
+6.65%
|
-7.13% |
| 1977 |
+5.22%
|
-2.06% |
+6.70%
|
-1.95% |
| 1976 |
+21.33%
|
-2.37% |
+29.26%
|
-1.67% |
