Gold vs Bill Bernstein Sheltered Sam 30/70 Portfolio Comparison

Last Update: 31 May 2023

The Gold Portfolio obtained a 5.37% compound annual return, with a 15.53% standard deviation, in the last 30 Years.

The Bill Bernstein Sheltered Sam 30/70 Portfolio obtained a 5.71% compound annual return, with a 5.18% standard deviation, in the last 30 Years.

Summary

Swipe left to see all data
Gold Portfolio Bill Bernstein Sheltered Sam 30/70 Portfolio
Risk Very High Medium
Asset Allocation Stocks 0% 29.1%
Fixed Income 0% 70%
Commodities 100% 0.9%
30 Years Stats Return +5.37% +5.71%
Std Dev 15.53% 5.18%
Max Drawdown -42.91% -16.58%

Last Update: 31 May 2023

Historical Returns as of May 31, 2023

Comparison period starts from January 1985

Swipe left to see all data
1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
Gold Portfolio -1.34 +10.62 +6.53 +8.17 +3.13 +5.37 +4.72
Bill Bernstein Sheltered Sam 30/70 Portfolio -1.48 -0.02 -2.72 +2.99 +3.28 +5.71 +7.23
(*) Returns over 1 year are annualized

Capital Growth as of May 31, 2023

Gold Portfolio: an investment of 1000$, since June 1993, now would be worth 4803.84$, with a total return of 380.38% (5.37% annualized).

Bill Bernstein Sheltered Sam 30/70 Portfolio: an investment of 1000$, since June 1993, now would be worth 5294.24$, with a total return of 429.42% (5.71% annualized).

Gold Portfolio: an investment of 1000$, since January 1985, now would be worth 5881.31$, with a total return of 488.13% (4.72% annualized).

Bill Bernstein Sheltered Sam 30/70 Portfolio: an investment of 1000$, since January 1985, now would be worth 14634.81$, with a total return of 1363.48% (7.23% annualized).

Drawdowns

Drawdown comparison chart since May 1993.

Swipe left to see all data
Gold Portfolio
Bill Bernstein Sheltered Sam 30/70 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-42.91% Sep 2011 Dec 2015
-37.17% Feb 1996 Aug 1999
-25.83% Mar 2008 Oct 2008
-18.08% Aug 2020 Oct 2022
-16.58% Jun 2008 Feb 2009
-12.55% Jan 2022 Sep 2022
-11.51% Aug 1993 Sep 1993
-8.64% Dec 2004 May 2005
-8.63% May 2006 Sep 2006
-8.37% Dec 2009 Jan 2010
-8.31% Apr 2004 Apr 2004
-6.38% Jan 2011 Jan 2011
-6.24% Feb 2020 Mar 2020
-5.67% Feb 1994 Jun 1994
-5.22% Jun 2009 Jun 2009
-5.09% Jul 2010 Jul 2010
-4.90% Jan 2004 Feb 2004
-4.37% May 2011 Sep 2011
-4.20% May 2007 Jun 2007
-4.18% May 2011 Jun 2011

Drawdown comparison chart since January 1985.

Swipe left to see all data
Gold Portfolio
Bill Bernstein Sheltered Sam 30/70 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-48.26% Dec 1987 Aug 1999
-42.91% Sep 2011 Dec 2015
-25.83% Mar 2008 Oct 2008
-18.08% Aug 2020 Oct 2022
-16.58% Jun 2008 Feb 2009
-12.55% Jan 2022 Sep 2022
-8.63% May 2006 Sep 2006
-8.37% Dec 2009 Jan 2010
-8.14% Oct 1986 Dec 1986
-7.59% Sep 1987 Nov 1987
-6.67% Jan 1985 Feb 1985
-6.38% Jan 2011 Jan 2011
-6.24% Feb 2020 Mar 2020
-5.67% Feb 1994 Jun 1994
-5.22% Jun 2009 Jun 2009
-5.09% Jul 2010 Jul 2010
-4.64% Aug 1990 Sep 1990
-4.63% Apr 1985 May 1985
-4.37% May 2011 Sep 2011
-4.20% May 2007 Jun 2007

Yearly Returns

Yearly return comparison. Common historical serie start from January 1985.

Swipe left to see all data
Year Gold Portfolio Bill Bernstein Sheltered Sam 30/70 Portfolio
2023
 +7.47% +1.48%
2022
 -0.77% -9.07%
2021
 -4.15% +8.27%
2020
 +24.81% +6.68%
2019
 +17.86% +11.29%
2018
 -1.94% -2.35%
2017
 +12.81% +6.35%
2016
 +8.03% +6.14%
2015
 -10.67% -1.08%
2014
 -2.19% +3.87%
2013
 -28.33% +5.39%
2012
 +6.60% +6.92%
2011
 +9.57% +3.74%
2010
 +29.27% +8.08%
2009
 +24.03% +11.17%
2008
 +4.92% -8.30%
2007
 +30.45% +7.21%
2006
 +22.55% +8.56%
2005
 +17.76% +4.67%
2004
 +4.65% +8.30%
2003
 +19.89% +14.34%
2002
 +25.57% +3.99%
2001
 +0.75% +3.89%
2000
 -5.44% +9.31%
1999
 +0.85% +4.74%
1998
 -0.83% +8.32%
1997
 -21.41% +12.35%
1996
 -4.59% +8.07%
1995
 +0.98% +19.30%
1994
 -2.17% -2.28%
1993
 +17.68% +14.75%
1992
 -5.73% +8.20%
1991
 -8.56% +19.59%
1990
 -3.11% +2.91%
1989
 -2.84% +17.14%
1988
 -15.26% +10.47%
1987
 +24.53% +3.06%
1986
 +18.96% +17.32%
1985
 +6.00% +23.63%