Developed World ex-US Stocks vs Ben Stein Perfect Portfolio Comparison

Last Update: 29 February 2024

The Developed World ex-US Stocks Portfolio obtained a 4.92% compound annual return, with a 16.50% standard deviation, in the last 30 Years.

The Ben Stein Perfect Portfolio obtained a 7.41% compound annual return, with a 12.35% standard deviation, in the last 30 Years.

Summary

Swipe left to see all data
Developed World ex-US Stocks Portfolio Ben Stein Perfect Portfolio
Portfolio Risk Very High Very High
Asset Allocation Stocks 100% 80%
Fixed Income 0% 20%
Commodities 0% 0%
30 Years Stats Return +4.92% +7.41%
Std Dev 16.50% 12.35%
Max Drawdown -57.00% -44.81%
All time Stats
(Since Jan 1985)
Return +7.96% +9.41%
Std Dev 17.54% 12.44%
Max Drawdown -57.00% -44.81%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1985

Swipe left to see all data
1M 6M 1Y 5Y 10Y 30Y MAX
Developed World ex-US Stocks Portfolio +2.74 +8.53 +13.89 +6.75 +4.64 +4.92 +7.96
Ben Stein Perfect Portfolio +3.46 +8.46 +16.81 +8.81 +7.22 +7.41 +9.41
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Developed World ex-US Stocks Portfolio: an investment of 1$, since March 1994, now would be worth 4.23$, with a total return of 322.51% (4.92% annualized).

Ben Stein Perfect Portfolio: an investment of 1$, since March 1994, now would be worth 8.53$, with a total return of 752.59% (7.41% annualized).

Developed World ex-US Stocks Portfolio: an investment of 1$, since January 1985, now would be worth 20.06$, with a total return of 1905.63% (7.96% annualized).

Ben Stein Perfect Portfolio: an investment of 1$, since January 1985, now would be worth 33.86$, with a total return of 3285.75% (9.41% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

Swipe left to see all data
Developed World ex-US Stocks Portfolio
Ben Stein Perfect Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-57.00% Nov 2007 Feb 2009 (16) May 2014 (79) 27.54
-48.19% Jan 2000 Mar 2003 (39) Sep 2005 (69) 26.73
-44.81% Nov 2007 Feb 2009 (16) Dec 2012 (62) 18.11
-31.02% Apr 2000 Sep 2002 (30) Nov 2004 (56) 16.05
-28.08% Sep 2021 Sep 2022 (13) Feb 2024 (30) 11.60
-24.14% Feb 2018 Mar 2020 (26) Nov 2020 (34) 10.04
-18.62% Jan 2020 Mar 2020 (3) Aug 2020 (8) 8.68
-18.32% Jan 2022 Sep 2022 (9) Jul 2023 (19) 8.72
-17.94% Jul 2014 Feb 2016 (20) Apr 2017 (34) 8.32
-15.07% May 1998 Aug 1998 (4) Dec 1998 (8) 6.89
-14.47% Jun 1998 Sep 1998 (4) Dec 1998 (7) 7.17
-13.15% Sep 1994 Feb 1995 (6) Mar 1996 (19) 5.48
-11.23% Aug 1997 Dec 1997 (5) Mar 1998 (8) 6.96
-11.03% Feb 2018 Dec 2018 (11) Apr 2019 (15) 4.47
-10.87% May 2015 Feb 2016 (10) Sep 2016 (17) 5.37
-7.69% Aug 2023 Oct 2023 (3) Dec 2023 (5) 4.00
-5.79% May 1996 Jan 1997 (9) May 1997 (13) 3.32
-5.36% Sep 1994 Jan 1995 (5) Apr 1995 (8) 3.21
-5.20% Aug 1997 Oct 1997 (3) Feb 1998 (7) 3.34
-5.02% May 2019 May 2019 (1) Oct 2019 (6) 2.02

Drawdown comparison chart since January 1985.

Swipe left to see all data
Developed World ex-US Stocks Portfolio
Ben Stein Perfect Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-57.00% Nov 2007 Feb 2009 (16) May 2014 (79) 27.54
-48.19% Jan 2000 Mar 2003 (39) Sep 2005 (69) 26.73
-44.81% Nov 2007 Feb 2009 (16) Dec 2012 (62) 18.11
-31.21% Jan 1990 Sep 1990 (9) Jan 1994 (49) 20.31
-31.02% Apr 2000 Sep 2002 (30) Nov 2004 (56) 16.05
-28.08% Sep 2021 Sep 2022 (13) Feb 2024 (30) 11.60
-24.14% Feb 2018 Mar 2020 (26) Nov 2020 (34) 10.04
-21.48% Sep 1987 Nov 1987 (3) Jan 1989 (17) 10.79
-18.62% Jan 2020 Mar 2020 (3) Aug 2020 (8) 8.68
-18.32% Jan 2022 Sep 2022 (9) Jul 2023 (19) 8.72
-17.94% Jul 2014 Feb 2016 (20) Apr 2017 (34) 8.32
-15.07% May 1998 Aug 1998 (4) Dec 1998 (8) 6.89
-14.67% Aug 1990 Sep 1990 (2) Feb 1991 (7) 8.53
-14.47% Jun 1998 Sep 1998 (4) Dec 1998 (7) 7.17
-13.46% Sep 1987 Oct 1987 (2) Mar 1988 (7) 8.36
-13.15% Sep 1994 Feb 1995 (6) Mar 1996 (19) 5.48
-11.23% Aug 1997 Dec 1997 (5) Mar 1998 (8) 6.96
-11.03% Feb 2018 Dec 2018 (11) Apr 2019 (15) 4.47
-10.87% May 2015 Feb 2016 (10) Sep 2016 (17) 5.37
-9.43% May 1988 Aug 1988 (4) Nov 1988 (7) 4.81

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.
Swipe left to see all data
Year Return Drawdown Return Drawdown
2024
+1.63%
-1.09%
+3.09%
-0.36%
2023
+17.94%
-10.71%
+16.55%
-7.69%
2022
-15.36%
-27.52%
-11.28%
-18.32%
2021
+11.67%
-4.89%
+16.52%
-2.88%
2020
+9.74%
-23.99%
+10.46%
-18.62%
2019
+22.62%
-5.21%
+21.12%
-5.02%
2018
-14.75%
-18.62%
-7.36%
-11.03%
2017
+26.42%
0.00%
+18.64%
0.00%
2016
+2.67%
-8.44%
+8.29%
-4.94%
2015
-0.38%
-12.39%
-2.48%
-9.54%
2014
-5.98%
-10.04%
+4.39%
-3.48%
2013
+21.83%
-5.66%
+18.20%
-2.21%
2012
+18.56%
-13.28%
+13.40%
-7.48%
2011
-12.30%
-23.95%
-3.70%
-17.03%
2010
+8.35%
-15.54%
+12.14%
-10.26%
2009
+27.49%
-22.68%
+26.95%
-15.39%
2008
-40.65%
-45.54%
-31.47%
-33.62%
2007
+11.15%
-6.29%
+10.08%
-4.81%
2006
+26.27%
-3.73%
+18.40%
-3.55%
2005
+13.60%
-4.72%
+11.54%
-3.65%
2004
+20.25%
-3.59%
+14.53%
-3.20%
2003
+38.67%
-8.24%
+29.10%
-3.63%
2002
-15.62%
-23.19%
-12.54%
-19.34%
2001
-21.94%
-26.63%
-8.74%
-18.50%
2000
-14.29%
-17.14%
-7.02%
-10.69%
1999
+37.96%
-4.28%
+25.31%
-2.23%
1998
+16.51%
-14.47%
+11.01%
-15.07%
1997
-1.39%
-11.23%
+13.00%
-5.20%
1996
+4.68%
-4.13%
+15.28%
-3.61%
1995
+3.98%
-8.89%
+18.25%
-1.47%
1994
+9.76%
-5.55%
-0.04%
-6.82%
1993
+29.92%
-10.94%
+24.57%
-3.54%
1992
-14.79%
-15.85%
+0.57%
-3.75%
1991
+9.48%
-9.97%
+30.38%
-4.43%
1990
-24.79%
-31.21%
-6.17%
-14.67%
1989
+12.85%
-7.94%
+30.02%
-2.52%
1988
+25.66%
-9.43%
+18.92%
-2.98%
1987
+30.48%
-13.46%
+3.15%
-21.48%
1986
+63.38%
-8.70%
+23.10%
-4.60%
1985
+56.04%
-1.19%
+29.90%
-2.29%