Time Inc Tilt Toward Value vs Bill Bernstein Sheltered Sam 60/40 Portfolio Comparison

Last Update: 29 February 2024

The Time Inc Tilt Toward Value Portfolio obtained a 7.38% compound annual return, with a 9.44% standard deviation, in the last 30 Years.

The Bill Bernstein Sheltered Sam 60/40 Portfolio obtained a 7.28% compound annual return, with a 9.24% standard deviation, in the last 30 Years.

Summary

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Time Inc Tilt Toward Value Portfolio Bill Bernstein Sheltered Sam 60/40 Portfolio
Portfolio Risk High High
Asset Allocation Stocks 60% 58.2%
Fixed Income 40% 40%
Commodities 0% 1.8%
30 Years Stats Return +7.38% +7.28%
Std Dev 9.44% 9.24%
Max Drawdown -34.63% -34.12%
All time Stats
(Since Jan 1985)
Return +8.93% +8.99%
Std Dev 9.39% 9.32%
Max Drawdown -34.63% -34.12%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1985

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1M 6M 1Y 5Y 10Y 30Y MAX
Time Inc Tilt Toward Value Portfolio +1.83 +7.05 +11.86 +6.08 +5.99 +7.38 +8.93
Bill Bernstein Sheltered Sam 60/40 Portfolio +1.65 +6.11 +9.32 +6.10 +5.60 +7.28 +8.99
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Time Inc Tilt Toward Value Portfolio: an investment of 1$, since March 1994, now would be worth 8.47$, with a total return of 746.88% (7.38% annualized).

Bill Bernstein Sheltered Sam 60/40 Portfolio: an investment of 1$, since March 1994, now would be worth 8.24$, with a total return of 723.50% (7.28% annualized).

Time Inc Tilt Toward Value Portfolio: an investment of 1$, since January 1985, now would be worth 28.49$, with a total return of 2749.45% (8.93% annualized).

Bill Bernstein Sheltered Sam 60/40 Portfolio: an investment of 1$, since January 1985, now would be worth 29.10$, with a total return of 2809.93% (8.99% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Time Inc Tilt Toward Value Portfolio
Bill Bernstein Sheltered Sam 60/40 Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-34.63% Nov 2007 Feb 2009 (16) Oct 2010 (36) 15.22
-34.12% Nov 2007 Feb 2009 (16) Dec 2010 (38) 14.61
-20.45% Jan 2022 Sep 2022 (9) In progress (26) 11.35
-16.48% Jan 2022 Sep 2022 (9) In progress (26) 7.78
-14.38% Jan 2020 Mar 2020 (3) Nov 2020 (11) 6.07
-13.65% Jan 2020 Mar 2020 (3) Aug 2020 (8) 5.82
-12.06% Feb 2001 Sep 2002 (20) Jul 2003 (30) 6.21
-11.25% May 2011 Sep 2011 (5) Feb 2012 (10) 4.82
-10.89% May 1998 Aug 1998 (4) Dec 1998 (8) 4.73
-10.65% Jun 2002 Sep 2002 (4) Jun 2003 (13) 7.06
-10.48% May 2011 Sep 2011 (5) Feb 2012 (10) 4.37
-9.30% Jul 1998 Aug 1998 (2) Nov 1998 (5) 4.64
-7.95% Feb 2001 Sep 2001 (8) Mar 2002 (14) 3.70
-7.94% Sep 2018 Dec 2018 (4) Apr 2019 (8) 3.47
-7.55% Sep 2018 Dec 2018 (4) Mar 2019 (7) 3.50
-6.29% Jun 2015 Jan 2016 (8) Jun 2016 (13) 3.49
-5.68% Mar 2015 Sep 2015 (7) May 2016 (15) 2.86
-4.87% Sep 2000 Nov 2000 (3) Jan 2001 (5) 2.33
-4.47% Apr 2012 May 2012 (2) Aug 2012 (5) 2.00
-4.24% Sep 1994 Nov 1994 (3) Mar 1995 (7) 2.26

Drawdown comparison chart since January 1985.

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Time Inc Tilt Toward Value Portfolio
Bill Bernstein Sheltered Sam 60/40 Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-34.63% Nov 2007 Feb 2009 (16) Oct 2010 (36) 15.22
-34.12% Nov 2007 Feb 2009 (16) Dec 2010 (38) 14.61
-20.45% Jan 2022 Sep 2022 (9) In progress (26) 11.35
-16.48% Jan 2022 Sep 2022 (9) In progress (26) 7.78
-16.09% Sep 1987 Nov 1987 (3) Jan 1989 (17) 7.29
-14.41% Sep 1987 Nov 1987 (3) Oct 1988 (14) 6.60
-14.38% Jan 2020 Mar 2020 (3) Nov 2020 (11) 6.07
-13.65% Jan 2020 Mar 2020 (3) Aug 2020 (8) 5.82
-12.06% Feb 2001 Sep 2002 (20) Jul 2003 (30) 6.21
-11.25% May 2011 Sep 2011 (5) Feb 2012 (10) 4.82
-10.89% May 1998 Aug 1998 (4) Dec 1998 (8) 4.73
-10.65% Jun 2002 Sep 2002 (4) Jun 2003 (13) 7.06
-10.60% Jan 1990 Sep 1990 (9) Feb 1991 (14) 5.29
-10.48% May 2011 Sep 2011 (5) Feb 2012 (10) 4.37
-9.53% Aug 1990 Sep 1990 (2) Feb 1991 (7) 5.62
-9.30% Jul 1998 Aug 1998 (2) Nov 1998 (5) 4.64
-7.95% Feb 2001 Sep 2001 (8) Mar 2002 (14) 3.70
-7.94% Sep 2018 Dec 2018 (4) Apr 2019 (8) 3.47
-7.55% Sep 2018 Dec 2018 (4) Mar 2019 (7) 3.50
-6.29% Jun 2015 Jan 2016 (8) Jun 2016 (13) 3.49

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
+1.00%
-0.81%
+0.90%
-0.74%
2023
+13.77%
-8.14%
+10.82%
-6.95%
2022
-15.72%
-20.45%
-10.58%
-16.48%
2021
+13.78%
-3.02%
+14.69%
-2.50%
2020
+9.48%
-13.65%
+7.21%
-14.38%
2019
+19.75%
-2.78%
+17.21%
-3.44%
2018
-4.70%
-7.55%
-5.00%
-7.94%
2017
+12.64%
0.00%
+11.37%
0.00%
2016
+8.44%
-2.65%
+9.92%
-2.59%
2015
-0.49%
-5.68%
-1.72%
-6.23%
2014
+9.15%
-2.45%
+6.04%
-2.73%
2013
+13.63%
-2.68%
+14.05%
-2.24%
2012
+12.28%
-4.20%
+11.12%
-4.47%
2011
+2.21%
-10.48%
+1.31%
-11.25%
2010
+13.64%
-6.76%
+12.35%
-7.59%
2009
+20.60%
-14.20%
+18.56%
-14.17%
2008
-20.90%
-24.97%
-20.58%
-24.12%
2007
+4.31%
-3.67%
+5.25%
-3.35%
2006
+15.11%
-2.19%
+14.67%
-2.30%
2005
+6.98%
-2.03%
+7.42%
-2.17%
2004
+13.17%
-3.74%
+12.90%
-3.90%
2003
+22.49%
-2.07%
+24.15%
-2.61%
2002
-5.34%
-10.72%
-3.47%
-10.65%
2001
-0.93%
-8.48%
+0.06%
-7.95%
2000
+3.38%
-4.87%
+6.26%
-3.25%
1999
+10.63%
-2.63%
+10.16%
-2.69%
1998
+11.41%
-9.30%
+8.53%
-10.89%
1997
+15.12%
-2.77%
+15.72%
-2.73%
1996
+13.03%
-2.08%
+12.97%
-2.50%
1995
+21.70%
-0.67%
+22.13%
-1.03%
1994
-0.98%
-5.58%
-1.78%
-6.11%
1993
+15.63%
-3.08%
+19.41%
-2.18%
1992
+7.03%
-2.08%
+8.86%
-1.38%
1991
+23.14%
-2.96%
+24.84%
-2.94%
1990
-4.76%
-10.60%
-3.41%
-9.53%
1989
+17.35%
-1.11%
+21.08%
-1.37%
1988
+15.07%
-1.80%
+14.93%
-1.85%
1987
+5.60%
-14.41%
+3.35%
-16.09%
1986
+22.92%
-3.61%
+21.08%
-3.67%
1985
+30.01%
-1.51%
+28.54%
-1.57%