Last Update: 31 March 2024
The Bill Bernstein Sheltered Sam 40/60 Portfolio obtained a 6.42% compound annual return, with a 6.43% standard deviation, in the last 30 Years.
The Tyler Golden Butterfly Portfolio obtained a 7.76% compound annual return, with a 7.72% standard deviation, in the last 30 Years.
Summary
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| Bill Bernstein Sheltered Sam 40/60 Portfolio | Tyler Golden Butterfly Portfolio | ||
|---|---|---|---|
| Portfolio Risk | Medium | High | |
| Asset Allocation | Stocks | 38.8% | 40% |
| Fixed Income | 60% | 40% | |
| Commodities | 1.2% | 20% | |
| 30 Years Stats | Return | +6.42% | +7.76% |
| Std Dev | 6.43% | 7.72% | |
| Max Drawdown | -22.05% | -17.79% | |
| All time Stats (Since Jan 1985) |
Return | +7.88% | +8.64% |
| Std Dev | 6.68% | 7.64% | |
| Max Drawdown | -22.05% | -17.79% | |
| Last Update: 31 March 2024 | |||
Historical Returns as of Mar 31, 2024
Comparison period starts from January 1985
Swipe left to see all data
| 1M | 6M | 1Y | 5Y | 10Y | 30Y | MAX | |
|---|---|---|---|---|---|---|---|
| Bill Bernstein Sheltered Sam 40/60 Portfolio | +1.75 | +9.19 | +7.90 | +4.84 | +4.34 | +6.42 | +7.88 |
| Tyler Golden Butterfly Portfolio | +3.22 | +13.99 | +9.26 | +6.61 | +5.77 | +7.76 | +8.64 |
| Return over 1 year are annualized. |
Capital Growth as of Mar 31, 2024
Bill Bernstein Sheltered Sam 40/60 Portfolio: an investment of 1$, since April 1994,
now would be worth 6.46$, with a total return of 546.04%
(6.42% annualized).
Tyler Golden Butterfly Portfolio: an investment of 1$, since April 1994, now would be worth 9.42$, with a total return of 841.59% (7.76% annualized).
Tyler Golden Butterfly Portfolio: an investment of 1$, since April 1994, now would be worth 9.42$, with a total return of 841.59% (7.76% annualized).
Bill Bernstein Sheltered Sam 40/60 Portfolio: an investment of 1$, since January 1985,
now would be worth 19.65$, with a total return of 1865.09%
(7.88% annualized).
Tyler Golden Butterfly Portfolio: an investment of 1$, since January 1985, now would be worth 25.83$, with a total return of 2483.31% (8.64% annualized).
Tyler Golden Butterfly Portfolio: an investment of 1$, since January 1985, now would be worth 25.83$, with a total return of 2483.31% (8.64% annualized).
Drawdowns
Drawdown comparison chart since April 1994.
Swipe left to see all data
|
Bill Bernstein Sheltered Sam 40/60 Portfolio
|
Tyler Golden Butterfly Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -22.05% | Nov 2007 | Feb 2009 (16) | Mar 2010 (29) | 9.27 | |||||
| -17.79% | Jan 2022 | Sep 2022 (9) | In progress (27) | 9.39 | |||||
| -14.81% | Mar 2008 | Feb 2009 (12) | Sep 2009 (19) | 7.24 | |||||
| -13.86% | Jan 2022 | Sep 2022 (9) | Mar 2024 (27) | 6.86 | |||||
| -9.44% | May 1998 | Aug 1998 (4) | Dec 1998 (8) | 3.99 | |||||
| -8.88% | Jan 2020 | Mar 2020 (3) | Aug 2020 (8) | 3.84 | |||||
| -7.16% | Feb 2020 | Mar 2020 (2) | Jun 2020 (5) | 3.10 | |||||
| -6.86% | Jun 2002 | Jul 2002 (2) | May 2003 (12) | 4.25 | |||||
| -6.70% | May 2011 | Sep 2011 (5) | Jan 2012 (9) | 2.68 | |||||
| -6.37% | Sep 2018 | Dec 2018 (4) | Apr 2019 (8) | 3.17 | |||||
| -6.25% | Feb 2015 | Sep 2015 (8) | Mar 2016 (14) | 3.60 | |||||
| -6.16% | May 1998 | Aug 1998 (4) | Nov 1998 (7) | 2.51 | |||||
| -5.31% | Sep 2018 | Dec 2018 (4) | Mar 2019 (7) | 2.50 | |||||
| -4.99% | Feb 2001 | Mar 2001 (2) | Dec 2001 (11) | 2.05 | |||||
| -4.92% | Jun 2002 | Sep 2002 (4) | May 2003 (12) | 3.07 | |||||
| -4.76% | May 2010 | Jun 2010 (2) | Sep 2010 (5) | 2.76 | |||||
| -4.40% | May 2015 | Sep 2015 (5) | Jun 2016 (14) | 2.37 | |||||
| -4.36% | Apr 2004 | Apr 2004 (1) | Sep 2004 (6) | 2.66 | |||||
| -3.84% | Apr 2013 | Jun 2013 (3) | Sep 2013 (6) | 1.60 | |||||
| -3.64% | Sep 2000 | Nov 2000 (3) | Dec 2000 (4) | 1.86 | |||||
Drawdown comparison chart since January 1985.
Swipe left to see all data
|
Bill Bernstein Sheltered Sam 40/60 Portfolio
|
Tyler Golden Butterfly Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -22.05% | Nov 2007 | Feb 2009 (16) | Mar 2010 (29) | 9.27 | |||||
| -17.79% | Jan 2022 | Sep 2022 (9) | In progress (27) | 9.39 | |||||
| -14.81% | Mar 2008 | Feb 2009 (12) | Sep 2009 (19) | 7.24 | |||||
| -13.86% | Jan 2022 | Sep 2022 (9) | Mar 2024 (27) | 6.86 | |||||
| -10.93% | Sep 1987 | Nov 1987 (3) | Jan 1989 (17) | 5.04 | |||||
| -10.59% | Sep 1987 | Nov 1987 (3) | Sep 1988 (13) | 4.81 | |||||
| -9.44% | May 1998 | Aug 1998 (4) | Dec 1998 (8) | 3.99 | |||||
| -8.88% | Jan 2020 | Mar 2020 (3) | Aug 2020 (8) | 3.84 | |||||
| -7.94% | Jan 1990 | Oct 1990 (10) | Feb 1991 (14) | 3.88 | |||||
| -7.16% | Feb 2020 | Mar 2020 (2) | Jun 2020 (5) | 3.10 | |||||
| -6.86% | Jun 2002 | Jul 2002 (2) | May 2003 (12) | 4.25 | |||||
| -6.70% | May 2011 | Sep 2011 (5) | Jan 2012 (9) | 2.68 | |||||
| -6.37% | Sep 2018 | Dec 2018 (4) | Apr 2019 (8) | 3.17 | |||||
| -6.25% | Aug 1990 | Sep 1990 (2) | Jan 1991 (6) | 3.64 | |||||
| -6.25% | Feb 2015 | Sep 2015 (8) | Mar 2016 (14) | 3.60 | |||||
| -6.16% | May 1998 | Aug 1998 (4) | Nov 1998 (7) | 2.51 | |||||
| -5.82% | Feb 1994 | Jun 1994 (5) | Apr 1995 (15) | 3.88 | |||||
| -5.31% | Sep 2018 | Dec 2018 (4) | Mar 2019 (7) | 2.50 | |||||
| -4.99% | Feb 2001 | Mar 2001 (2) | Dec 2001 (11) | 2.05 | |||||
| -4.92% | Jun 2002 | Sep 2002 (4) | May 2003 (12) | 3.07 | |||||
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.
Swipe left to see all data
| Year | Return | Drawdown | Return | Drawdown |
|---|---|---|---|---|
| 2024 |
+2.25%
|
-0.38% |
+2.76%
|
-1.54% |
| 2023 |
+8.44%
|
-5.04% |
+11.98%
|
-8.07% |
| 2022 |
-9.58%
|
-13.86% |
-13.35%
|
-17.79% |
| 2021 |
+10.41%
|
-1.84% |
+9.35%
|
-2.45% |
| 2020 |
+6.86%
|
-8.88% |
+13.93%
|
-7.16% |
| 2019 |
+13.26%
|
-1.99% |
+18.03%
|
-1.83% |
| 2018 |
-3.23%
|
-5.31% |
-4.03%
|
-6.37% |
| 2017 |
+8.02%
|
0.00% |
+10.96%
|
-0.32% |
| 2016 |
+7.40%
|
-1.39% |
+10.82%
|
-3.36% |
| 2015 |
-1.30%
|
-4.40% |
-3.71%
|
-6.25% |
| 2014 |
+4.59%
|
-2.20% |
+9.13%
|
-3.27% |
| 2013 |
+8.28%
|
-2.44% |
+6.26%
|
-3.84% |
| 2012 |
+8.32%
|
-2.56% |
+8.84%
|
-2.43% |
| 2011 |
+2.93%
|
-6.70% |
+8.86%
|
-3.00% |
| 2010 |
+9.51%
|
-4.76% |
+16.54%
|
-2.77% |
| 2009 |
+13.63%
|
-9.86% |
+10.77%
|
-10.16% |
| 2008 |
-12.39%
|
-16.39% |
-4.18%
|
-13.53% |
| 2007 |
+6.56%
|
-1.57% |
+9.58%
|
-2.06% |
| 2006 |
+10.60%
|
-1.50% |
+12.44%
|
-2.71% |
| 2005 |
+5.58%
|
-1.56% |
+8.04%
|
-1.76% |
| 2004 |
+9.83%
|
-3.47% |
+9.88%
|
-4.36% |
| 2003 |
+17.61%
|
-1.29% |
+18.85%
|
-2.72% |
| 2002 |
+1.50%
|
-4.92% |
+3.15%
|
-6.86% |
| 2001 |
+2.61%
|
-3.56% |
+2.71%
|
-4.99% |
| 2000 |
+8.29%
|
-1.66% |
+6.88%
|
-3.64% |
| 1999 |
+6.55%
|
-2.35% |
+4.24%
|
-3.38% |
| 1998 |
+8.39%
|
-6.16% |
+8.03%
|
-9.44% |
| 1997 |
+13.48%
|
-2.09% |
+13.09%
|
-2.50% |
| 1996 |
+9.71%
|
-1.62% |
+8.18%
|
-2.60% |
| 1995 |
+20.24%
|
-0.33% |
+21.86%
|
-0.40% |
| 1994 |
-2.11%
|
-5.82% |
-1.98%
|
-4.64% |
| 1993 |
+16.30%
|
-1.70% |
+14.50%
|
-1.37% |
| 1992 |
+8.42%
|
-1.15% |
+9.15%
|
-1.58% |
| 1991 |
+21.34%
|
-2.03% |
+19.14%
|
-1.63% |
| 1990 |
+0.80%
|
-6.25% |
-2.51%
|
-7.94% |
| 1989 |
+18.45%
|
-0.62% |
+14.78%
|
-0.89% |
| 1988 |
+11.96%
|
-1.41% |
+9.18%
|
-1.64% |
| 1987 |
+3.16%
|
-10.59% |
+5.10%
|
-10.93% |
| 1986 |
+18.58%
|
-2.98% |
+17.75%
|
-2.42% |
| 1985 |
+25.27%
|
-0.84% |
+25.09%
|
-1.93% |
