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 Gold Pivot Ptf Portfolio obtained a 8.15% compound annual return, with a 8.20% standard deviation, in the last 30 Years.
Summary
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| 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 | +7.00% | +8.15% |
| Std Dev | 7.81% | 8.20% | |
| Max Drawdown | -28.23% | -19.49% | |
| All time Stats (Since Jan 1985) |
Return | +8.43% | +8.48% |
| Std Dev | 7.96% | 7.82% | |
| Max Drawdown | -28.23% | -19.49% | |
| 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 Gold Pivot Ptf Portfolio | +1.37 | +7.66 | +15.44 | +8.08 | +6.77 | +8.15 | +8.48 |
| 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 Gold Pivot Ptf Portfolio: an investment of 1$, since July 1994, now would be worth 10.49$, with a total return of 948.72% (8.15% annualized).
Aim Ways Gold Pivot Ptf Portfolio: an investment of 1$, since July 1994, now would be worth 10.49$, with a total return of 948.72% (8.15% 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 Gold Pivot Ptf Portfolio: an investment of 1$, since January 1985, now would be worth 24.92$, with a total return of 2392.02% (8.48% annualized).
Aim Ways Gold Pivot Ptf Portfolio: an investment of 1$, since January 1985, now would be worth 24.92$, with a total return of 2392.02% (8.48% 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 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.
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|
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.
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% |
+7.66%
|
-0.50% |
| 2023 |
+9.63%
|
-6.01% |
+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% |
