Bill Bernstein Sheltered Sam 50/50 vs Aim Ways Shield Strategy 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 Shield Strategy Portfolio obtained a 8.96% compound annual return, with a 8.83% standard deviation, in the last 30 Years.

Summary

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Bill Bernstein Sheltered Sam 50/50 Portfolio Aim Ways Shield Strategy Portfolio
Portfolio Risk Medium High
Asset Allocation Stocks 48.5% 42%
Fixed Income 50% 38%
Commodities 1.5% 20%
30 Years Stats Return +6.97% +8.96%
Std Dev 7.79% 8.83%
Max Drawdown -28.23% -19.36%
All time Stats
(Since Jan 1985)
Return +8.47% +9.55%
Std Dev 7.96% 8.75%
Max Drawdown -28.23% -19.36%
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 Shield Strategy Portfolio +3.17 +16.40 +16.94 +9.97 +8.32 +8.96 +9.55
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 Shield Strategy Portfolio: an investment of 1$, since April 1994, now would be worth 13.13$, with a total return of 1212.72% (8.96% 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 Shield Strategy Portfolio: an investment of 1$, since January 1985, now would be worth 35.88$, with a total return of 3487.71% (9.55% annualized).

Drawdowns

Drawdown comparison chart since April 1994.

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Bill Bernstein Sheltered Sam 50/50 Portfolio
Aim Ways Shield Strategy 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
-19.36% Jan 2022 Sep 2022 (9) Dec 2023 (24) 10.03
-18.97% Sep 2000 Jul 2002 (23) Nov 2003 (39) 12.18
-18.89% Nov 2007 Oct 2008 (12) Sep 2009 (23) 9.36
-15.17% Jan 2022 Sep 2022 (9) Mar 2024 (27) 7.24
-11.63% Jan 2020 Mar 2020 (3) Aug 2020 (8) 5.34
-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
-7.66% Jul 1998 Aug 1998 (2) Oct 1998 (4) 3.44
-7.65% Feb 2020 Mar 2020 (2) May 2020 (4) 3.62
-6.63% Sep 2018 Dec 2018 (4) Apr 2019 (8) 2.91
-6.37% Apr 2000 May 2000 (2) Aug 2000 (5) 3.48
-5.55% Feb 2001 Sep 2001 (8) Mar 2002 (14) 2.41
-5.30% Jun 2015 Jan 2016 (8) Jun 2016 (13) 2.96
-5.03% Sep 2018 Dec 2018 (4) Feb 2019 (6) 2.57
-4.76% Sep 2011 Sep 2011 (1) Oct 2011 (2) 2.75
-4.62% Mar 2015 Sep 2015 (7) Mar 2016 (13) 2.18
-4.38% May 2013 Jun 2013 (2) Sep 2013 (5) 1.90
-4.34% Sep 2020 Oct 2020 (2) Dec 2020 (4) 2.34

Drawdown comparison chart since January 1985.

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Bill Bernstein Sheltered Sam 50/50 Portfolio
Aim Ways Shield Strategy 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
-19.36% Jan 2022 Sep 2022 (9) Dec 2023 (24) 10.03
-18.97% Sep 2000 Jul 2002 (23) Nov 2003 (39) 12.18
-18.89% Nov 2007 Oct 2008 (12) Sep 2009 (23) 9.36
-15.17% Jan 2022 Sep 2022 (9) Mar 2024 (27) 7.24
-13.42% Sep 1987 Nov 1987 (3) Oct 1988 (14) 6.31
-13.14% Sep 1987 Nov 1987 (3) Apr 1989 (20) 6.21
-11.63% Jan 2020 Mar 2020 (3) Aug 2020 (8) 5.34
-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
-7.66% Jul 1998 Aug 1998 (2) Oct 1998 (4) 3.44
-7.65% Feb 2020 Mar 2020 (2) May 2020 (4) 3.62
-6.64% Aug 1990 Oct 1990 (3) Jan 1991 (6) 3.77
-6.63% Sep 2018 Dec 2018 (4) Apr 2019 (8) 2.91
-6.37% Apr 2000 May 2000 (2) Aug 2000 (5) 3.48
-5.96% Feb 1994 Jun 1994 (5) Apr 1995 (15) 3.95
-5.64% Feb 1994 Jun 1994 (5) Feb 1995 (13) 3.36
-5.59% Jan 1990 Apr 1990 (4) Jul 1990 (7) 2.85

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%
+5.16%
0.00%
2023
+9.63%
-6.00%
+20.08%
-5.24%
2022
-10.08%
-15.17%
-15.12%
-19.36%
2021
+12.55%
-2.18%
+9.82%
-3.40%
2020
+7.04%
-11.63%
+20.37%
-7.65%
2019
+15.24%
-2.72%
+22.48%
-2.06%
2018
-4.12%
-6.63%
-1.91%
-5.03%
2017
+9.70%
0.00%
+15.04%
-0.68%
2016
+8.66%
-1.99%
+7.35%
-4.07%
2015
-1.51%
-5.30%
-0.10%
-4.62%
2014
+5.32%
-2.47%
+8.59%
-2.13%
2013
+11.17%
-2.24%
+7.50%
-4.38%
2012
+9.72%
-3.50%
+10.74%
-3.62%
2011
+2.12%
-8.99%
+6.97%
-4.76%
2010
+10.93%
-6.18%
+16.03%
-3.39%
2009
+16.09%
-12.02%
+21.59%
-6.37%
2008
-16.49%
-20.24%
-12.13%
-18.60%
2007
+5.90%
-2.35%
+12.84%
-1.84%
2006
+12.64%
-1.91%
+11.15%
-3.29%
2005
+6.50%
-1.80%
+5.77%
-2.90%
2004
+11.37%
-3.69%
+7.38%
-3.99%
2003
+20.88%
-1.95%
+21.21%
-1.00%
2002
-0.98%
-7.79%
-1.64%
-7.75%
2001
+1.33%
-5.55%
-4.77%
-10.54%
2000
+7.28%
-2.16%
-4.17%
-8.87%
1999
+8.35%
-2.52%
+20.24%
-3.49%
1998
+8.46%
-8.55%
+24.17%
-7.66%
1997
+14.60%
-2.41%
+10.96%
-3.63%
1996
+11.34%
-2.06%
+12.28%
-2.24%
1995
+21.19%
-0.68%
+24.80%
0.00%
1994
-1.95%
-5.96%
-1.72%
-5.64%
1993
+17.86%
-1.94%
+12.49%
-0.74%
1992
+8.64%
-1.26%
+4.94%
-2.92%
1991
+23.09%
-2.50%
+23.27%
-2.81%
1990
-1.30%
-7.88%
-0.04%
-6.64%
1989
+19.77%
-0.79%
+17.40%
-1.65%
1988
+13.45%
-1.64%
+6.16%
-3.42%
1987
+3.26%
-13.42%
+8.56%
-13.14%
1986
+19.83%
-3.33%
+15.59%
-2.72%
1985
+26.90%
-1.21%
+23.91%
-2.06%