Ben Stein Long Term vs Aim Ways Aim comfortable trip Portfolio Comparison

Period: January 1985 - September 2024 (~40 years)
Consolidated Returns as of 30 September 2024
Rebalancing: at every Jan 1st
Currency: USD
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Ben Stein Long Term Portfolio
1.00$
Initial Capital
October 1994
9.49$
Final Capital
September 2024
7.79%
Yearly Return
12.43
Std Deviation
-45.92%
Max Drawdown
42 months
Recovery Period
Aim Ways Aim comfortable trip Portfolio
1.00$
Initial Capital
October 1994
9.69$
Final Capital
September 2024
7.86%
Yearly Return
7.60
Std Deviation
-20.15%
Max Drawdown
23 months
Recovery Period
Ben Stein Long Term Portfolio
1.00$
Initial Capital
January 1985
36.72$
Final Capital
September 2024
9.49%
Yearly Return
12.32
Std Deviation
-45.92%
Max Drawdown
42 months
Recovery Period
Aim Ways Aim comfortable trip Portfolio
1.00$
Initial Capital
January 1985
30.27$
Final Capital
September 2024
8.96%
Yearly Return
7.62
Std Deviation
-20.15%
Max Drawdown
23 months
Recovery Period

The Ben Stein Long Term Portfolio obtained a 7.79% compound annual return, with a 12.43% standard deviation, in the last 30 Years.

The Aim Ways Aim comfortable trip Portfolio obtained a 7.86% compound annual return, with a 7.60% standard deviation, in the last 30 Years.

Returns as of Sep 30, 2024

The portfolios guaranteed the following returns.

RETURN COMPARISON
Period: 1 January 1985 - 30 September 2024 (~40 years)
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Return (%) as of Sep 30, 2024
YTD
(9M) 		1M 6M 1Y 5Y 10Y 30Y MAX
(~40Y)
Long Term Portfolio
Ben Stein 		12.98 1.86 8.08 24.52 8.83 7.55 7.79 9.49
Aim comfortable trip
Aim Ways 		11.41 1.90 8.03 21.57 7.39 6.57 7.86 8.96
Return over 1 year are annualized.

Capital Growth as of Sep 30, 2024

Ben Stein Long Term Portfolio: an investment of 1$, since October 1994, now would be worth 9.49$, with a total return of 849.14% (7.79% annualized).

Aim Ways Aim comfortable trip Portfolio: an investment of 1$, since October 1994, now would be worth 9.69$, with a total return of 868.87% (7.86% annualized).


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Ben Stein Long Term Portfolio: an investment of 1$, since January 1985, now would be worth 36.72$, with a total return of 3572.41% (9.49% annualized).

Aim Ways Aim comfortable trip Portfolio: an investment of 1$, since January 1985, now would be worth 30.27$, with a total return of 2926.58% (8.96% annualized).


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Metrics as of Sep 30, 2024

The following metrics, updated as of 30 September 2024, provide an overview of performance and risk.

METRIC COMPARISON
Period: 1 October 2023 - 30 September 2024 (1 year)
Period: 1 October 2019 - 30 September 2024 (5 years)
Period: 1 October 2014 - 30 September 2024 (10 years)
Period: 1 October 1994 - 30 September 2024 (30 years)
Period: 1 January 1985 - 30 September 2024 (~40 years)
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Long Term Portfolio Aim comfortable trip
Author Ben Stein Aim Ways
ASSET ALLOCATION
Stocks 80% 40%
Fixed Income 20% 45%
Commodities 0% 15%
PERFORMANCES
Annualized Return (%) 24.52 21.57
Infl. Adjusted Return (%) 21.59 18.71
DRAWDOWN
Deepest Drawdown Depth (%) -3.34 -1.63
Start to Recovery (months) 2 2
Longest Drawdown Depth (%) -2.59 -0.38
Start to Recovery (months) 2 2
Longest Negative Period (months) 2 1
RISK INDICATORS
Standard Deviation (%) 10.33 6.79
Sharpe Ratio 1.85 2.39
Sortino Ratio 2.52 3.41
Ulcer Index 1.22 0.50
Ratio: Return / Standard Deviation 2.37 3.18
Ratio: Return / Deepest Drawdown 7.35 13.27
Metrics calculated over the period 1 October 2023 - 30 September 2024
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Long Term Portfolio Aim comfortable trip
Author Ben Stein Aim Ways
ASSET ALLOCATION
Stocks 80% 40%
Fixed Income 20% 45%
Commodities 0% 15%
PERFORMANCES
Annualized Return (%) 8.83 7.39
Infl. Adjusted Return (%) 4.47 3.08
DRAWDOWN
Deepest Drawdown Depth (%) -20.52 -15.56
Start to Recovery (months) 26 24
Longest Drawdown Depth (%) -20.52 -15.56
Start to Recovery (months) 26 24
Longest Negative Period (months) 32 31
RISK INDICATORS
Standard Deviation (%) 14.23 9.18
Sharpe Ratio 0.47 0.57
Sortino Ratio 0.61 0.76
Ulcer Index 7.62 4.79
Ratio: Return / Standard Deviation 0.62 0.81
Ratio: Return / Deepest Drawdown 0.43 0.47
Metrics calculated over the period 1 October 2019 - 30 September 2024
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Long Term Portfolio Aim comfortable trip
Author Ben Stein Aim Ways
ASSET ALLOCATION
Stocks 80% 40%
Fixed Income 20% 45%
Commodities 0% 15%
PERFORMANCES
Annualized Return (%) 7.55 6.57
Infl. Adjusted Return (%) 4.56 3.62
DRAWDOWN
Deepest Drawdown Depth (%) -20.52 -15.56
Start to Recovery (months) 26 24
Longest Drawdown Depth (%) -20.52 -15.56
Start to Recovery (months) 26 24
Longest Negative Period (months) 34 31
RISK INDICATORS
Standard Deviation (%) 11.96 7.41
Sharpe Ratio 0.51 0.69
Sortino Ratio 0.67 0.93
Ulcer Index 5.91 3.59
Ratio: Return / Standard Deviation 0.63 0.89
Ratio: Return / Deepest Drawdown 0.37 0.42
Metrics calculated over the period 1 October 2014 - 30 September 2024
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Long Term Portfolio Aim comfortable trip
Author Ben Stein Aim Ways
ASSET ALLOCATION
Stocks 80% 40%
Fixed Income 20% 45%
Commodities 0% 15%
PERFORMANCES
Annualized Return (%) 7.79 7.86
Infl. Adjusted Return (%) 5.14 5.22
DRAWDOWN
Deepest Drawdown Depth (%) -45.92 -20.15
Start to Recovery (months) 42 23
Longest Drawdown Depth (%) -45.92 -15.56
Start to Recovery (months) 42 24
Longest Negative Period (months) 110 39
RISK INDICATORS
Standard Deviation (%) 12.43 7.60
Sharpe Ratio 0.44 0.73
Sortino Ratio 0.57 0.98
Ulcer Index 9.47 3.71
Ratio: Return / Standard Deviation 0.63 1.03
Ratio: Return / Deepest Drawdown 0.17 0.39
Metrics calculated over the period 1 October 1994 - 30 September 2024
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Long Term Portfolio Aim comfortable trip
Author Ben Stein Aim Ways
ASSET ALLOCATION
Stocks 80% 40%
Fixed Income 20% 45%
Commodities 0% 15%
PERFORMANCES
Annualized Return (%) 9.49 8.96
Infl. Adjusted Return (%) 6.52 6.00
DRAWDOWN
Deepest Drawdown Depth (%) -45.92 -20.15
Start to Recovery (months) 42 23
Longest Drawdown Depth (%) -45.92 -15.56
Start to Recovery (months) 42 24
Longest Negative Period (months) 110 39
RISK INDICATORS
Standard Deviation (%) 12.32 7.62
Sharpe Ratio 0.52 0.76
Sortino Ratio 0.67 1.02
Ulcer Index 8.57 3.48
Ratio: Return / Standard Deviation 0.77 1.18
Ratio: Return / Deepest Drawdown 0.21 0.44
Metrics calculated over the period 1 January 1985 - 30 September 2024

Drawdowns

DRAWDOWN COMPARISON
Period: 1 October 1994 - 30 September 2024 (30 years)
Period: 1 January 1985 - 30 September 2024 (~40 years)

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Long Term Portfolio Aim comfortable trip
Drawdown
(%) 		Recovery
(#Months)		 From
To		 Drawdown
(%) 		Recovery
(#Months)		 From
To
-45.92 42 Nov 2007
Apr 2011
-23.11 39 Sep 2000
Nov 2003
-20.52 26 Jan 2022
Feb 2024
-20.15 23 Nov 2007
Sep 2009
-19.33 11 Jan 2020
Nov 2020
-16.94 19 May 2011
Nov 2012
-15.80 11 May 1998
Mar 1999
-15.56 24 Jan 2022
Dec 2023
-10.70 8 Sep 2018
Apr 2019
-9.84 14 Jun 2015
Jul 2016
-9.39 6 Feb 2020
Jul 2020
-8.35 12 Jun 2002
May 2003
-7.64 21 Sep 2000
May 2002
-7.22 6 May 1998
Oct 1998
-5.67 9 May 2011
Jan 2012

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Long Term Portfolio Aim comfortable trip
Drawdown
(%) 		Recovery
(#Months)		 From
To		 Drawdown
(%) 		Recovery
(#Months)		 From
To
-45.92 42 Nov 2007
Apr 2011
-23.11 39 Sep 2000
Nov 2003
-20.52 26 Jan 2022
Feb 2024
-20.15 23 Nov 2007
Sep 2009
-20.11 17 Sep 1987
Jan 1989
-19.33 11 Jan 2020
Nov 2020
-16.94 19 May 2011
Nov 2012
-15.80 11 May 1998
Mar 1999
-15.56 24 Jan 2022
Dec 2023
-15.40 14 Jan 1990
Feb 1991
-11.65 14 Sep 1987
Oct 1988
-10.70 8 Sep 2018
Apr 2019
-9.84 14 Jun 2015
Jul 2016
-9.39 6 Feb 2020
Jul 2020
-8.36 14 Jan 1990
Feb 1991

Rolling Returns

By selecting the 'Rolling Period', the chart and data will update. To study a different date range, change the simulation settings.

You can explore the Rolling Returns for a single portfolio, or check the return differential, by switching on "Head To Head" toggle.

Rolling Returns Comparison
Rolling Returns Chart
Rolling Returns Chart - Inflation Adjusted
Time Period: 1 January 1985 - 30 September 2024 (~40 years)


Head To Head (Ptf 1 vs Ptf 2):
US Inflation Adjusted:

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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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Long Term Portfolio Aim comfortable trip
Year Return Drawdown Return Drawdown
2024
 12.98% -3.34% 11.41% -1.63%
2023
 16.02% -8.92% 15.77% -4.47%
2022
 -14.26% -20.52% -10.58% -15.56%
2021
 16.72% -3.20% 7.29% -2.26%
2020
 9.40% -19.33% 11.36% -9.39%
2019
 21.13% -4.75% 16.14% -2.32%
2018
 -7.39% -10.70% -2.40% -4.78%
2017
 16.88% 0.00% 11.42% -0.42%
2016
 9.22% -4.80% 7.92% -2.09%
2015
 -2.18% -8.57% -1.20% -4.92%
2014
 5.91% -3.45% 5.31% -2.23%
2013
 18.10% -2.66% 7.86% -3.94%
2012
 14.19% -7.09% 10.85% -4.39%
2011
 -3.35% -16.94% 3.71% -5.67%
2010
 13.80% -10.43% 13.58% -4.02%
2009
 26.25% -17.28% 21.18% -6.93%
2008
 -30.51% -33.62% -12.97% -17.75%
2007
 5.66% -5.92% 9.30% -2.21%
2006
 19.42% -3.62% 12.61% -2.81%
2005
 10.21% -3.30% 7.58% -2.16%
2004
 15.66% -4.29% 10.79% -2.87%
2003
 30.79% -3.98% 21.92% -1.65%
2002
 -10.67% -17.62% -0.23% -8.35%
2001
 -4.80% -15.85% -0.43% -7.19%
2000
 -2.79% -8.99% 1.50% -5.41%
1999
 21.76% -2.43% 14.90% -2.99%
1998
 7.54% -15.80% 18.20% -7.22%
1997
 13.81% -4.54% 3.83% -3.99%
1996
 15.37% -3.55% 10.16% -1.62%
1995
 16.95% -1.90% 19.66% -0.17%
1994
 -0.18% -6.15% -2.00% -5.21%
1993
 23.87% -3.66% 16.10% -0.81%
1992
 3.67% -3.34% 7.83% -1.96%
1991
 31.77% -4.13% 21.40% -2.60%
1990
 -8.84% -15.40% -2.90% -8.36%
1989
 25.31% -2.86% 13.45% -0.99%
1988
 19.53% -2.49% 10.56% -1.94%
1987
 2.59% -20.11% 10.38% -11.65%
1986
 22.75% -4.06% 21.36% -1.76%
1985
 30.54% -2.54% 28.00% -1.27%