Last Update: 30 June 2024
The Bill Bernstein Sheltered Sam 50/50 Portfolio obtained a 7.00% compound annual return, with a 7.81% standard deviation, in the last 30 Years.
The Aim Ways Aim comfortable trip Portfolio obtained a 7.71% compound annual return, with a 7.59% standard deviation, in the last 30 Years.
Summary
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| Bill Bernstein Sheltered Sam 50/50 Portfolio | Aim Ways Aim comfortable trip Portfolio | ||
|---|---|---|---|
| Portfolio Risk | Medium | High | |
| Asset Allocation | Stocks | 48.5% | 40% |
| Fixed Income | 50% | 45% | |
| Commodities | 1.5% | 15% | |
| 30 Years Stats | Return | +7.00% | +7.71% |
| Std Dev | 7.81% | 7.59% | |
| Max Drawdown | -28.23% | -20.15% | |
| All time Stats (Since Jan 1985) |
Return | +8.43% | +8.84% |
| Std Dev | 7.96% | 7.63% | |
| Max Drawdown | -28.23% | -20.15% | |
| Last Update: 30 June 2024 | |||
Historical Returns as of Jun 30, 2024
Comparison period starts from January 1985
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| 1M | 6M | 1Y | 5Y | 10Y | 30Y | MAX | |
|---|---|---|---|---|---|---|---|
| Bill Bernstein Sheltered Sam 50/50 Portfolio | +0.43 | +3.30 | +8.60 | +5.28 | +4.81 | +7.00 | +8.43 |
| Aim Ways Aim comfortable trip Portfolio | +0.45 | +4.43 | +11.60 | +6.43 | +5.70 | +7.71 | +8.84 |
| Return over 1 year are annualized. |
Capital Growth as of Jun 30, 2024
Bill Bernstein Sheltered Sam 50/50 Portfolio: an investment of 1$, since July 1994,
now would be worth 7.61$, with a total return of 661.32%
(7.00% annualized).
Aim Ways Aim comfortable trip Portfolio: an investment of 1$, since July 1994, now would be worth 9.29$, with a total return of 829.39% (7.71% annualized).
Aim Ways Aim comfortable trip Portfolio: an investment of 1$, since July 1994, now would be worth 9.29$, with a total return of 829.39% (7.71% annualized).
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Bill Bernstein Sheltered Sam 50/50 Portfolio: an investment of 1$, since January 1985,
now would be worth 24.44$, with a total return of 2343.63%
(8.43% annualized).
Aim Ways Aim comfortable trip Portfolio: an investment of 1$, since January 1985, now would be worth 28.37$, with a total return of 2736.96% (8.84% annualized).
Aim Ways Aim comfortable trip Portfolio: an investment of 1$, since January 1985, now would be worth 28.37$, with a total return of 2736.96% (8.84% annualized).
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Drawdowns
Drawdown comparison chart since July 1994.
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|
Bill Bernstein Sheltered Sam 50/50 Portfolio
|
Aim Ways Aim comfortable trip Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -28.23% | Nov 2007 | Feb 2009 (16) | Oct 2010 (36) | 11.60 | |||||
| -20.15% | Nov 2007 | Feb 2009 (16) | Sep 2009 (23) | 10.02 | |||||
| -15.56% | Jan 2022 | Sep 2022 (9) | Dec 2023 (24) | 7.08 | |||||
| -15.17% | Jan 2022 | Sep 2022 (9) | Mar 2024 (27) | 7.24 | |||||
| -11.63% | Jan 2020 | Mar 2020 (3) | Aug 2020 (8) | 5.34 | |||||
| -9.39% | Feb 2020 | Mar 2020 (2) | Jul 2020 (6) | 4.14 | |||||
| -8.99% | May 2011 | Sep 2011 (5) | Feb 2012 (10) | 3.68 | |||||
| -8.55% | May 1998 | Aug 1998 (4) | Dec 1998 (8) | 3.53 | |||||
| -8.35% | Jun 2002 | Sep 2002 (4) | May 2003 (12) | 4.77 | |||||
| -7.79% | Jun 2002 | Sep 2002 (4) | May 2003 (12) | 5.18 | |||||
| -7.64% | Sep 2000 | Sep 2001 (13) | May 2002 (21) | 3.98 | |||||
| -7.22% | May 1998 | Aug 1998 (4) | Oct 1998 (6) | 2.93 | |||||
| -6.63% | Sep 2018 | Dec 2018 (4) | Apr 2019 (8) | 2.91 | |||||
| -5.67% | May 2011 | Sep 2011 (5) | Jan 2012 (9) | 2.09 | |||||
| -5.55% | Feb 2001 | Sep 2001 (8) | Mar 2002 (14) | 2.41 | |||||
| -5.30% | Jun 2015 | Jan 2016 (8) | Jun 2016 (13) | 2.96 | |||||
| -4.92% | Mar 2015 | Sep 2015 (7) | Mar 2016 (13) | 2.56 | |||||
| -4.78% | Sep 2018 | Dec 2018 (4) | Feb 2019 (6) | 2.42 | |||||
| -4.39% | Apr 2012 | May 2012 (2) | Aug 2012 (5) | 2.00 | |||||
| -4.02% | May 2010 | Jun 2010 (2) | Sep 2010 (5) | 2.26 | |||||
Drawdown comparison chart since January 1985.
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|
Bill Bernstein Sheltered Sam 50/50 Portfolio
|
Aim Ways Aim comfortable trip Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -28.23% | Nov 2007 | Feb 2009 (16) | Oct 2010 (36) | 11.60 | |||||
| -20.15% | Nov 2007 | Feb 2009 (16) | Sep 2009 (23) | 10.02 | |||||
| -15.56% | Jan 2022 | Sep 2022 (9) | Dec 2023 (24) | 7.08 | |||||
| -15.17% | Jan 2022 | Sep 2022 (9) | Mar 2024 (27) | 7.24 | |||||
| -13.42% | Sep 1987 | Nov 1987 (3) | Oct 1988 (14) | 6.31 | |||||
| -11.65% | Sep 1987 | Nov 1987 (3) | Oct 1988 (14) | 5.29 | |||||
| -11.63% | Jan 2020 | Mar 2020 (3) | Aug 2020 (8) | 5.34 | |||||
| -9.39% | Feb 2020 | Mar 2020 (2) | Jul 2020 (6) | 4.14 | |||||
| -8.99% | May 2011 | Sep 2011 (5) | Feb 2012 (10) | 3.68 | |||||
| -8.55% | May 1998 | Aug 1998 (4) | Dec 1998 (8) | 3.53 | |||||
| -8.36% | Jan 1990 | Oct 1990 (10) | Feb 1991 (14) | 4.03 | |||||
| -8.35% | Jun 2002 | Sep 2002 (4) | May 2003 (12) | 4.77 | |||||
| -7.88% | Aug 1990 | Sep 1990 (2) | Jan 1991 (6) | 4.79 | |||||
| -7.79% | Jun 2002 | Sep 2002 (4) | May 2003 (12) | 5.18 | |||||
| -7.64% | Sep 2000 | Sep 2001 (13) | May 2002 (21) | 3.98 | |||||
| -7.22% | May 1998 | Aug 1998 (4) | Oct 1998 (6) | 2.93 | |||||
| -6.63% | Sep 2018 | Dec 2018 (4) | Apr 2019 (8) | 2.91 | |||||
| -5.96% | Feb 1994 | Jun 1994 (5) | Apr 1995 (15) | 3.95 | |||||
| -5.67% | May 2011 | Sep 2011 (5) | Jan 2012 (9) | 2.09 | |||||
| -5.55% | Feb 2001 | Sep 2001 (8) | Mar 2002 (14) | 2.41 | |||||
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 |
+3.30%
|
-2.60% |
+4.43%
|
-1.63% |
| 2023 |
+9.63%
|
-6.01% |
+15.77%
|
-4.47% |
| 2022 |
-10.08%
|
-15.17% |
-10.58%
|
-15.56% |
| 2021 |
+12.55%
|
-2.18% |
+7.29%
|
-2.26% |
| 2020 |
+7.04%
|
-11.63% |
+11.36%
|
-9.39% |
| 2019 |
+15.24%
|
-2.72% |
+16.14%
|
-2.32% |
| 2018 |
-4.12%
|
-6.63% |
-2.40%
|
-4.78% |
| 2017 |
+9.70%
|
0.00% |
+11.42%
|
-0.42% |
| 2016 |
+8.66%
|
-1.99% |
+7.92%
|
-2.09% |
| 2015 |
-1.51%
|
-5.30% |
-1.20%
|
-4.92% |
| 2014 |
+5.32%
|
-2.47% |
+5.31%
|
-2.23% |
| 2013 |
+11.17%
|
-2.24% |
+7.86%
|
-3.94% |
| 2012 |
+9.72%
|
-3.50% |
+10.85%
|
-4.39% |
| 2011 |
+2.12%
|
-8.99% |
+3.71%
|
-5.67% |
| 2010 |
+10.93%
|
-6.18% |
+13.58%
|
-4.02% |
| 2009 |
+16.09%
|
-12.02% |
+21.18%
|
-6.93% |
| 2008 |
-16.49%
|
-20.24% |
-12.97%
|
-17.75% |
| 2007 |
+5.90%
|
-2.35% |
+9.30%
|
-2.21% |
| 2006 |
+12.64%
|
-1.91% |
+12.61%
|
-2.81% |
| 2005 |
+6.50%
|
-1.80% |
+7.58%
|
-2.16% |
| 2004 |
+11.37%
|
-3.69% |
+10.79%
|
-2.87% |
| 2003 |
+20.88%
|
-1.95% |
+21.92%
|
-1.65% |
| 2002 |
-0.98%
|
-7.79% |
-0.23%
|
-8.35% |
| 2001 |
+1.33%
|
-5.55% |
-0.43%
|
-7.19% |
| 2000 |
+7.28%
|
-2.16% |
+1.50%
|
-5.41% |
| 1999 |
+8.35%
|
-2.52% |
+14.90%
|
-2.99% |
| 1998 |
+8.46%
|
-8.55% |
+18.20%
|
-7.22% |
| 1997 |
+14.60%
|
-2.41% |
+3.83%
|
-3.99% |
| 1996 |
+11.34%
|
-2.06% |
+10.16%
|
-1.62% |
| 1995 |
+21.19%
|
-0.68% |
+19.66%
|
-0.17% |
| 1994 |
-1.95%
|
-5.96% |
-2.00%
|
-5.21% |
| 1993 |
+17.86%
|
-1.94% |
+16.10%
|
-0.81% |
| 1992 |
+8.64%
|
-1.26% |
+7.83%
|
-1.96% |
| 1991 |
+23.09%
|
-2.50% |
+21.40%
|
-2.60% |
| 1990 |
-1.30%
|
-7.88% |
-2.90%
|
-8.36% |
| 1989 |
+19.77%
|
-0.79% |
+13.45%
|
-0.99% |
| 1988 |
+13.45%
|
-1.64% |
+10.56%
|
-1.94% |
| 1987 |
+3.26%
|
-13.42% |
+10.38%
|
-11.65% |
| 1986 |
+19.83%
|
-3.33% |
+21.36%
|
-1.76% |
| 1985 |
+26.90%
|
-1.21% |
+28.00%
|
-1.27% |
