Bill Bernstein Sheltered Sam 50/50 vs Aim Ways Gold Pivot Ptf 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 Gold Pivot Ptf Portfolio obtained a 7.96% compound annual return, with a 8.21% standard deviation, in the last 30 Years.

Summary

Swipe left to see all data
Bill Bernstein Sheltered Sam 50/50 Portfolio Aim Ways Gold Pivot Ptf Portfolio
Portfolio Risk Medium High
Asset Allocation Stocks 48.5% 22%
Fixed Income 50% 44%
Commodities 1.5% 34%
30 Years Stats Return +6.97% +7.96%
Std Dev 7.79% 8.21%
Max Drawdown -28.23% -19.49%
All time Stats
(Since Jan 1985)
Return +8.47% +8.46%
Std Dev 7.96% 7.84%
Max Drawdown -28.23% -19.49%
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 50/50 Portfolio +2.07 +10.64 +9.51 +5.67 +5.07 +6.97 +8.47
Aim Ways Gold Pivot Ptf Portfolio +3.79 +15.01 +14.59 +8.57 +6.83 +7.96 +8.46
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 Gold Pivot Ptf Portfolio: an investment of 1$, since April 1994, now would be worth 9.95$, with a total return of 894.70% (7.96% 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 Gold Pivot Ptf Portfolio: an investment of 1$, since January 1985, now would be worth 24.21$, with a total return of 2321.33% (8.46% annualized).

Drawdowns

Drawdown comparison chart since April 1994.

Swipe left to see all data
Bill Bernstein Sheltered Sam 50/50 Portfolio
Aim Ways Gold Pivot Ptf 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
-19.49% Mar 2008 Oct 2008 (8) Aug 2009 (18) 9.22
-15.46% Jan 2022 Sep 2022 (9) Nov 2023 (23) 7.55
-15.17% Jan 2022 Sep 2022 (9) Mar 2024 (27) 7.24
-12.99% Mar 2000 Mar 2001 (13) May 2003 (39) 7.74
-11.63% Jan 2020 Mar 2020 (3) Aug 2020 (8) 5.34
-9.18% Oct 2012 Jun 2013 (9) Feb 2014 (17) 3.76
-8.99% May 2011 Sep 2011 (5) Feb 2012 (10) 3.68
-8.55% May 1998 Aug 1998 (4) Dec 1998 (8) 3.53
-7.79% Jun 2002 Sep 2002 (4) May 2003 (12) 5.18
-6.63% Sep 2018 Dec 2018 (4) Apr 2019 (8) 2.91
-6.06% May 1998 Aug 1998 (4) Sep 1998 (5) 2.72
-5.71% Sep 2011 Sep 2011 (1) Jan 2012 (5) 2.75
-5.62% Oct 1997 Dec 1997 (3) Mar 1998 (6) 2.94
-5.61% Feb 2020 Mar 2020 (2) Apr 2020 (3) 2.93
-5.55% Feb 2001 Sep 2001 (8) Mar 2002 (14) 2.41
-5.55% Feb 2015 Sep 2015 (8) Mar 2016 (14) 3.17
-5.47% Aug 2016 Nov 2016 (4) Apr 2017 (9) 2.74
-5.30% Jun 2015 Jan 2016 (8) Jun 2016 (13) 2.96
-4.78% Dec 1996 Mar 1997 (4) Jul 1997 (8) 2.30

Drawdown comparison chart since January 1985.

Swipe left to see all data
Bill Bernstein Sheltered Sam 50/50 Portfolio
Aim Ways Gold Pivot Ptf 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
-19.49% Mar 2008 Oct 2008 (8) Aug 2009 (18) 9.22
-15.46% Jan 2022 Sep 2022 (9) Nov 2023 (23) 7.55
-15.17% Jan 2022 Sep 2022 (9) Mar 2024 (27) 7.24
-13.42% Sep 1987 Nov 1987 (3) Oct 1988 (14) 6.31
-12.99% Mar 2000 Mar 2001 (13) May 2003 (39) 7.74
-11.63% Jan 2020 Mar 2020 (3) Aug 2020 (8) 5.34
-9.18% Oct 2012 Jun 2013 (9) Feb 2014 (17) 3.76
-8.99% May 2011 Sep 2011 (5) Feb 2012 (10) 3.68
-8.55% May 1998 Aug 1998 (4) Dec 1998 (8) 3.53
-7.88% Aug 1990 Sep 1990 (2) Jan 1991 (6) 4.79
-7.79% Jun 2002 Sep 2002 (4) May 2003 (12) 5.18
-7.14% Dec 1989 Oct 1990 (11) Feb 1991 (15) 3.51
-6.76% Sep 1987 Oct 1987 (2) May 1989 (21) 2.87
-6.63% Sep 2018 Dec 2018 (4) Apr 2019 (8) 2.91
-6.06% May 1998 Aug 1998 (4) Sep 1998 (5) 2.72
-5.96% Feb 1994 Jun 1994 (5) Apr 1995 (15) 3.95
-5.71% Sep 2011 Sep 2011 (1) Jan 2012 (5) 2.75
-5.62% Oct 1997 Dec 1997 (3) Mar 1998 (6) 2.94
-5.61% Feb 2020 Mar 2020 (2) Apr 2020 (3) 2.93

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
+2.77%
-0.56%
+4.60%
-0.23%
2023
+9.63%
-6.00%
+17.87%
-4.11%
2022
-10.08%
-15.17%
-11.42%
-15.46%
2021
+12.55%
-2.18%
+4.01%
-4.11%
2020
+7.04%
-11.63%
+18.54%
-5.61%
2019
+15.24%
-2.72%
+18.24%
-1.03%
2018
-4.12%
-6.63%
+0.01%
-2.56%
2017
+9.70%
0.00%
+12.25%
-1.32%
2016
+8.66%
-1.99%
+7.68%
-5.47%
2015
-1.51%
-5.30%
-2.07%
-5.55%
2014
+5.32%
-2.47%
+6.26%
-2.55%
2013
+11.17%
-2.24%
-1.77%
-8.02%
2012
+9.72%
-3.50%
+10.26%
-3.78%
2011
+2.12%
-8.99%
+8.11%
-5.71%
2010
+10.93%
-6.18%
+18.24%
-1.29%
2009
+16.09%
-12.02%
+26.47%
-2.40%
2008
-16.49%
-20.24%
-9.56%
-19.49%
2007
+5.90%
-2.35%
+15.46%
-1.98%
2006
+12.64%
-1.91%
+11.68%
-3.60%
2005
+6.50%
-1.80%
+8.58%
-2.17%
2004
+11.37%
-3.69%
+7.13%
-3.73%
2003
+20.88%
-1.95%
+19.35%
-2.07%
2002
-0.98%
-7.79%
+4.89%
-6.10%
2001
+1.33%
-5.55%
-1.82%
-7.75%
2000
+7.28%
-2.16%
-4.73%
-8.07%
1999
+8.35%
-2.52%
+17.47%
-3.69%
1998
+8.46%
-8.55%
+20.77%
-6.06%
1997
+14.60%
-2.41%
-2.12%
-5.62%
1996
+11.34%
-2.06%
+8.83%
-1.21%
1995
+21.19%
-0.68%
+18.41%
-0.12%
1994
-1.95%
-5.96%
-2.97%
-5.11%
1993
+17.86%
-1.94%
+15.87%
-1.82%
1992
+8.64%
-1.26%
+5.39%
-3.33%
1991
+23.09%
-2.50%
+19.63%
-1.36%
1990
-1.30%
-7.88%
-1.37%
-6.49%
1989
+19.77%
-0.79%
+9.05%
-0.91%
1988
+13.45%
-1.64%
+2.41%
-2.76%
1987
+3.26%
-13.42%
+11.67%
-6.76%
1986
+19.83%
-3.33%
+15.85%
-0.90%
1985
+26.90%
-1.21%
+20.28%
-2.71%