Gold vs Bill Bernstein Sheltered Sam 70/30 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 70/30 Portfolio obtained a 7.72% compound annual return, with a 10.60% standard deviation, in the last 30 Years.

Summary

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Gold Portfolio Bill Bernstein Sheltered Sam 70/30 Portfolio
Risk Very High High
Asset Allocation Stocks 0% 67.9%
Fixed Income 0% 30%
Commodities 100% 2.1%
30 Years Stats Return +5.37% +7.72%
Std Dev 15.53% 10.60%
Max Drawdown -42.91% -39.73%

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 70/30 Portfolio -2.23 -1.52 -3.22 +4.83 +6.13 +7.72 +9.40
(*) 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 70/30 Portfolio: an investment of 1000$, since June 1993, now would be worth 9296.56$, with a total return of 829.66% (7.72% 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 70/30 Portfolio: an investment of 1000$, since January 1985, now would be worth 31533.35$, with a total return of 3053.33% (9.40% annualized).

Drawdowns

Drawdown comparison chart since May 1993.

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Gold Portfolio
Bill Bernstein Sheltered Sam 70/30 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-42.91% Sep 2011 Dec 2015
-39.73% Nov 2007 Feb 2009
-37.17% Feb 1996 Aug 1999
-25.83% Mar 2008 Oct 2008
-18.08% Aug 2020 Oct 2022
-17.80% Jan 2022 Sep 2022
-17.14% Jan 2020 Mar 2020
-13.73% Feb 2001 Sep 2002
-13.47% May 2011 Sep 2011
-13.19% May 1998 Aug 1998
-11.51% Aug 1993 Sep 1993
-9.24% Sep 2018 Dec 2018
-8.64% Dec 2004 May 2005
-8.63% May 2006 Sep 2006
-8.37% Dec 2009 Jan 2010
-8.31% Apr 2004 Apr 2004
-7.28% Jun 2015 Jan 2016
-6.38% Jan 2011 Jan 2011
-6.31% Feb 1994 Mar 1994
-5.42% Apr 2012 May 2012

Drawdown comparison chart since January 1985.

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Gold Portfolio
Bill Bernstein Sheltered Sam 70/30 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-48.26% Dec 1987 Aug 1999
-42.91% Sep 2011 Dec 2015
-39.73% Nov 2007 Feb 2009
-25.83% Mar 2008 Oct 2008
-18.62% Sep 1987 Nov 1987
-18.08% Aug 2020 Oct 2022
-17.80% Jan 2022 Sep 2022
-17.14% Jan 2020 Mar 2020
-13.73% Feb 2001 Sep 2002
-13.47% May 2011 Sep 2011
-13.19% May 1998 Aug 1998
-11.32% Jan 1990 Sep 1990
-9.24% Sep 2018 Dec 2018
-8.63% May 2006 Sep 2006
-8.37% Dec 2009 Jan 2010
-8.14% Oct 1986 Dec 1986
-7.28% Jun 2015 Jan 2016
-6.67% Jan 1985 Feb 1985
-6.38% Jan 2011 Jan 2011
-6.31% Feb 1994 Mar 1994

Yearly Returns

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

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Year Gold Portfolio Bill Bernstein Sheltered Sam 70/30 Portfolio
2023
 +7.47% +1.43%
2022
 -0.77% -11.08%
2021
 -4.15% +16.83%
2020
 +24.81% +7.39%
2019
 +17.86% +19.18%
2018
 -1.94% -5.89%
2017
 +12.81% +13.05%
2016
 +8.03% +11.18%
2015
 -10.67% -1.94%
2014
 -2.19% +6.76%
2013
 -28.33% +16.94%
2012
 +6.60% +12.52%
2011
 +9.57% +0.50%
2010
 +29.27% +13.77%
2009
 +24.03% +21.02%
2008
 +4.92% -24.68%
2007
 +30.45% +4.59%
2006
 +22.55% +16.71%
2005
 +17.76% +8.34%
2004
 +4.65% +14.43%
2003
 +19.89% +27.42%
2002
 +25.57% -5.96%
2001
 +0.75% -1.22%
2000
 -5.44% +5.24%
1999
 +0.85% +11.96%
1998
 -0.83% +8.60%
1997
 -21.41% +16.84%
1996
 -4.59% +14.61%
1995
 +0.98% +23.07%
1994
 -2.17% -1.61%
1993
 +17.68% +20.97%
1992
 -5.73% +9.07%
1991
 -8.56% +26.59%
1990
 -3.11% -5.51%
1989
 -2.84% +22.39%
1988
 -15.26% +16.42%
1987
 +24.53% +3.45%
1986
 +18.96% +22.33%
1985
 +6.00% +30.18%