Gold vs Bill Bernstein Sheltered Sam 50/50 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 50/50 Portfolio obtained a 6.77% compound annual return, with a 7.75% standard deviation, in the last 30 Years.

Summary

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Gold Portfolio Bill Bernstein Sheltered Sam 50/50 Portfolio
Risk Very High Medium
Asset Allocation Stocks 0% 48.5%
Fixed Income 0% 50%
Commodities 100% 1.5%
30 Years Stats Return +5.37% +6.77%
Std Dev 15.53% 7.75%
Max Drawdown -42.91% -28.23%

Last Update: 31 May 2023

Historical Returns as of May 31, 2023

Comparison period starts from January 1985

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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 50/50 Portfolio -1.86 -0.77 -2.97 +3.94 +4.74 +6.77 +8.36
(*) 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 50/50 Portfolio: an investment of 1000$, since June 1993, now would be worth 7130.64$, with a total return of 613.06% (6.77% 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 50/50 Portfolio: an investment of 1000$, since January 1985, now would be worth 21891.09$, with a total return of 2089.11% (8.36% annualized).

Drawdowns

Drawdown comparison chart since May 1993.

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Gold Portfolio
Bill Bernstein Sheltered Sam 50/50 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-42.91% Sep 2011 Dec 2015
-37.17% Feb 1996 Aug 1999
-28.23% Nov 2007 Feb 2009
-25.83% Mar 2008 Oct 2008
-18.08% Aug 2020 Oct 2022
-15.17% Jan 2022 Sep 2022
-11.63% Jan 2020 Mar 2020
-11.51% Aug 1993 Sep 1993
-8.99% May 2011 Sep 2011
-8.64% Dec 2004 May 2005
-8.63% May 2006 Sep 2006
-8.55% May 1998 Aug 1998
-8.37% Dec 2009 Jan 2010
-8.31% Apr 2004 Apr 2004
-7.79% Jun 2002 Sep 2002
-6.63% Sep 2018 Dec 2018
-6.38% Jan 2011 Jan 2011
-5.96% Feb 1994 Jun 1994
-5.55% Feb 2001 Sep 2001
-5.30% Jun 2015 Jan 2016

Drawdown comparison chart since January 1985.

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Gold Portfolio
Bill Bernstein Sheltered Sam 50/50 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-48.26% Dec 1987 Aug 1999
-42.91% Sep 2011 Dec 2015
-28.23% Nov 2007 Feb 2009
-25.83% Mar 2008 Oct 2008
-18.08% Aug 2020 Oct 2022
-15.17% Jan 2022 Sep 2022
-13.42% Sep 1987 Nov 1987
-11.63% Jan 2020 Mar 2020
-8.99% May 2011 Sep 2011
-8.63% May 2006 Sep 2006
-8.55% May 1998 Aug 1998
-8.37% Dec 2009 Jan 2010
-8.14% Oct 1986 Dec 1986
-7.88% Aug 1990 Sep 1990
-7.79% Jun 2002 Sep 2002
-6.67% Jan 1985 Feb 1985
-6.63% Sep 2018 Dec 2018
-6.38% Jan 2011 Jan 2011
-5.96% Feb 1994 Jun 1994
-5.55% Feb 2001 Sep 2001

Yearly Returns

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

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Year Gold Portfolio Bill Bernstein Sheltered Sam 50/50 Portfolio
2023
+7.47% +1.45%
2022
-0.77% -10.08%
2021
-4.15% +12.55%
2020
+24.81% +7.04%
2019
+17.86% +15.24%
2018
-1.94% -4.12%
2017
+12.81% +9.70%
2016
+8.03% +8.66%
2015
-10.67% -1.51%
2014
-2.19% +5.32%
2013
-28.33% +11.17%
2012
+6.60% +9.72%
2011
+9.57% +2.12%
2010
+29.27% +10.93%
2009
+24.03% +16.09%
2008
+4.92% -16.49%
2007
+30.45% +5.90%
2006
+22.55% +12.64%
2005
+17.76% +6.50%
2004
+4.65% +11.37%
2003
+19.89% +20.88%
2002
+25.57% -0.98%
2001
+0.75% +1.33%
2000
-5.44% +7.28%
1999
+0.85% +8.35%
1998
-0.83% +8.46%
1997
-21.41% +14.60%
1996
-4.59% +11.34%
1995
+0.98% +21.19%
1994
-2.17% -1.95%
1993
+17.68% +17.86%
1992
-5.73% +8.64%
1991
-8.56% +23.09%
1990
-3.11% -1.30%
1989
-2.84% +19.77%
1988
-15.26% +13.45%
1987
+24.53% +3.26%
1986
+18.96% +19.83%
1985
+6.00% +26.90%