Emerging Markets Stocks vs Ben Stein Long Term Portfolio Comparison

Last Update: 29 February 2024

The Emerging Markets Stocks Portfolio obtained a 4.45% compound annual return, with a 22.53% standard deviation, in the last 30 Years.

The Ben Stein Long Term Portfolio obtained a 7.41% compound annual return, with a 12.44% standard deviation, in the last 30 Years.

Summary

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Emerging Markets Stocks Portfolio Ben Stein Long Term Portfolio
Portfolio Risk Very High Very High
Asset Allocation Stocks 100% 80%
Fixed Income 0% 20%
Commodities 0% 0%
30 Years Stats Return +4.45% +7.41%
Std Dev 22.53% 12.44%
Max Drawdown -60.44% -45.92%
All time Stats
(Since Jan 1976)
Return +7.41% +10.20%
Std Dev 24.03% 12.20%
Max Drawdown -60.44% -45.92%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1976

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1M 6M 1Y 5Y 10Y 30Y MAX
Emerging Markets Stocks Portfolio +4.17 +4.06 +7.46 +1.11 +2.35 +4.45 +7.41
Ben Stein Long Term Portfolio +3.14 +8.08 +13.67 +7.46 +6.63 +7.41 +10.20
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Emerging Markets Stocks Portfolio: an investment of 1$, since March 1994, now would be worth 3.69$, with a total return of 268.88% (4.45% annualized).

Ben Stein Long Term Portfolio: an investment of 1$, since March 1994, now would be worth 8.55$, with a total return of 754.95% (7.41% annualized).

Emerging Markets Stocks Portfolio: an investment of 1$, since January 1976, now would be worth 31.25$, with a total return of 3024.55% (7.41% annualized).

Ben Stein Long Term Portfolio: an investment of 1$, since January 1976, now would be worth 107.49$, with a total return of 10649.13% (10.20% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Emerging Markets Stocks Portfolio
Ben Stein Long Term Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-60.44% Nov 2007 Feb 2009 (16) Oct 2017 (120) 23.73
-53.99% Aug 1997 Aug 1998 (13) Jan 2004 (78) 29.43
-45.92% Nov 2007 Feb 2009 (16) Apr 2011 (42) 21.56
-36.52% Jul 2021 Oct 2022 (16) In progress (32) 22.80
-29.69% Feb 2018 Mar 2020 (26) Nov 2020 (34) 15.17
-27.16% Sep 1994 Mar 1995 (7) Jan 1997 (29) 14.80
-23.11% Sep 2000 Sep 2002 (25) Nov 2003 (39) 12.70
-20.52% Jan 2022 Sep 2022 (9) Feb 2024 (26) 9.97
-19.33% Jan 2020 Mar 2020 (3) Nov 2020 (11) 8.34
-16.94% May 2011 Sep 2011 (5) Nov 2012 (19) 6.37
-15.80% May 1998 Aug 1998 (4) Mar 1999 (11) 6.69
-14.20% Mar 1994 Mar 1994 (1) Aug 1994 (6) 7.46
-11.25% Apr 2004 Jul 2004 (4) Oct 2004 (7) 7.34
-11.14% May 2006 May 2006 (1) Nov 2006 (7) 7.49
-10.70% Sep 2018 Dec 2018 (4) Apr 2019 (8) 4.74
-9.84% Jun 2015 Feb 2016 (9) Jul 2016 (14) 5.14
-9.06% Mar 2005 Apr 2005 (2) Jul 2005 (5) 5.61
-6.34% Oct 2005 Oct 2005 (1) Dec 2005 (3) 3.20
-5.19% Sep 1994 Jan 1995 (5) Apr 1995 (8) 3.17
-4.75% May 2019 May 2019 (1) Jul 2019 (3) 2.37

Drawdown comparison chart since January 1976.

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Emerging Markets Stocks Portfolio
Ben Stein Long Term Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-60.44% Nov 2007 Feb 2009 (16) Oct 2017 (120) 23.73
-55.33% Mar 1987 Dec 1987 (10) Sep 1989 (31) 35.10
-55.05% Dec 1980 Jul 1982 (20) May 1986 (66) 33.21
-54.22% Feb 1994 Aug 1998 (55) Jan 2004 (120) 26.65
-45.92% Nov 2007 Feb 2009 (16) Apr 2011 (42) 21.56
-36.52% Jul 2021 Oct 2022 (16) In progress (32) 22.80
-34.47% Aug 1990 Sep 1990 (2) Feb 1991 (7) 19.05
-29.69% Feb 2018 Mar 2020 (26) Nov 2020 (34) 15.17
-23.11% Sep 2000 Sep 2002 (25) Nov 2003 (39) 12.70
-23.01% Jun 1992 Dec 1992 (7) Apr 1993 (11) 13.98
-20.52% Jan 2022 Sep 2022 (9) Feb 2024 (26) 9.97
-20.11% Sep 1987 Nov 1987 (3) Jan 1989 (17) 9.55
-19.33% Jan 2020 Mar 2020 (3) Nov 2020 (11) 8.34
-16.94% May 2011 Sep 2011 (5) Nov 2012 (19) 6.37
-15.80% May 1998 Aug 1998 (4) Mar 1999 (11) 6.69
-15.40% Jan 1990 Sep 1990 (9) Feb 1991 (14) 7.45
-13.68% Feb 1980 Mar 1980 (2) Nov 1980 (10) 6.61
-13.32% Jul 1981 Jul 1982 (13) Oct 1982 (16) 6.86
-11.25% Apr 2004 Jul 2004 (4) Oct 2004 (7) 7.34
-11.14% May 2006 May 2006 (1) Nov 2006 (7) 7.49

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
-0.55%
-4.53%
+1.93%
-1.17%
2023
+8.99%
-12.51%
+16.03%
-8.92%
2022
-20.56%
-29.40%
-14.26%
-20.52%
2021
-3.61%
-11.44%
+16.72%
-3.20%
2020
+17.03%
-23.94%
+9.40%
-19.33%
2019
+18.20%
-7.82%
+21.13%
-4.75%
2018
-15.31%
-22.75%
-7.39%
-10.70%
2017
+37.28%
-0.39%
+16.88%
0.00%
2016
+10.87%
-5.81%
+9.22%
-4.80%
2015
-16.18%
-23.20%
-2.18%
-8.57%
2014
-3.93%
-11.58%
+5.91%
-3.45%
2013
-3.69%
-13.17%
+18.10%
-2.66%
2012
+19.10%
-14.96%
+14.19%
-7.09%
2011
-18.82%
-29.09%
-3.35%
-16.94%
2010
+16.51%
-10.81%
+13.80%
-10.43%
2009
+68.93%
-14.98%
+26.25%
-17.28%
2008
-48.88%
-53.98%
-30.51%
-33.62%
2007
+33.31%
-8.97%
+5.66%
-5.92%
2006
+31.19%
-11.14%
+19.42%
-3.62%
2005
+32.62%
-9.06%
+10.21%
-3.30%
2004
+24.63%
-11.25%
+15.66%
-4.29%
2003
+57.65%
-5.76%
+30.79%
-3.98%
2002
-7.43%
-24.27%
-10.67%
-17.62%
2001
-2.88%
-30.79%
-4.80%
-15.85%
2000
-27.56%
-31.63%
-2.79%
-8.99%
1999
+61.57%
-4.87%
+21.76%
-2.43%
1998
-18.12%
-40.98%
+7.54%
-15.80%
1997
-16.82%
-27.85%
+13.81%
-4.54%
1996
+15.83%
-6.73%
+15.37%
-3.55%
1995
+0.56%
-11.22%
+16.95%
-1.90%
1994
-20.17%
-25.83%
-0.18%
-6.15%
1993
+100.42%
-5.91%
+23.87%
-3.66%
1992
-10.90%
-23.01%
+3.67%
-3.34%
1991
+111.70%
-7.61%
+31.77%
-4.13%
1990
-1.92%
-34.47%
-8.84%
-15.40%
1989
+98.20%
-6.54%
+25.31%
-2.86%
1988
+36.81%
-6.67%
+19.53%
-2.49%
1987
-46.69%
-55.33%
+2.59%
-20.11%
1986
+11.58%
-9.07%
+22.75%
-4.06%
1985
+27.58%
-4.87%
+30.54%
-2.54%
1984
+16.85%
-4.31%
+8.43%
-3.82%
1983
+14.20%
-3.85%
+22.02%
-2.01%
1982
-31.65%
-40.30%
+10.55%
-11.34%
1981
-20.21%
-22.51%
+1.38%
-8.32%
1980
+6.80%
-13.68%
+22.39%
-9.78%
1979
+19.35%
-6.39%
+19.59%
-7.08%
1978
+14.19%
-7.84%
+14.86%
-7.96%
1977
+6.78%
-3.89%
+8.12%
-1.77%
1976
+6.79%
-7.97%
+20.36%
-2.40%