Bill Bernstein Sheltered Sam 50/50 vs Aim Ways Aim comfortable trip Portfolio Comparison

Last Update: 31 March 2024

The Bill Bernstein Sheltered Sam 50/50 Portfolio obtained a 6.97% compound annual return, with a 7.79% standard deviation, in the last 30 Years.

The Aim Ways Aim comfortable trip Portfolio obtained a 7.61% compound annual return, with a 7.58% 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 +6.97% +7.61%
Std Dev 7.79% 7.58%
Max Drawdown -28.23% -20.15%
All time Stats
(Since Jan 1985)
Return +8.47% +8.86%
Std Dev 7.96% 7.64%
Max Drawdown -28.23% -20.15%
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
Bill Bernstein Sheltered Sam 50/50 Portfolio +2.07 +10.64 +9.51 +5.67 +5.07 +6.97 +8.47
Aim Ways Aim comfortable trip Portfolio +2.90 +12.53 +12.76 +6.90 +5.88 +7.61 +8.86
Return over 1 year are annualized.

Capital Growth as of Mar 31, 2024

Bill Bernstein Sheltered Sam 50/50 Portfolio: an investment of 1$, since April 1994, now would be worth 7.55$, with a total return of 655.26% (6.97% annualized).

Aim Ways Aim comfortable trip Portfolio: an investment of 1$, since April 1994, now would be worth 9.02$, with a total return of 801.93% (7.61% annualized).

Bill Bernstein Sheltered Sam 50/50 Portfolio: an investment of 1$, since January 1985, now would be worth 24.31$, with a total return of 2331.21% (8.47% annualized).

Aim Ways Aim comfortable trip Portfolio: an investment of 1$, since January 1985, now would be worth 28.02$, with a total return of 2701.65% (8.86% annualized).

Drawdowns

Drawdown comparison chart since April 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.
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Year Return Drawdown Return Drawdown
2024
+2.77%
-0.56%
+3.12%
-0.68%
2023
+9.63%
-6.00%
+15.78%
-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%