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

Simulation Settings
Period: January 1985 - November 2024 (~40 years)
Consolidated Returns as of 30 November 2024
Rebalancing: at every Jan 1st
Currency: USD
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Ben Stein Long Term Portfolio
1.00$
Initial Capital
December 1994
9.89$
Final Capital
November 2024
7.94%
Yearly Return
12.43
Std Deviation
-45.92%
Max Drawdown
42months
Recovery Period
Aim Ways Aim comfortable trip Portfolio
1.00$
Initial Capital
December 1994
9.87$
Final Capital
November 2024
7.93%
Yearly Return
7.60
Std Deviation
-20.15%
Max Drawdown
23months
Recovery Period
Ben Stein Long Term Portfolio
1.00$
Initial Capital
January 1985
37.18$
Final Capital
November 2024
9.48%
Yearly Return
12.31
Std Deviation
-45.92%
Max Drawdown
42months
Recovery Period
Aim Ways Aim comfortable trip Portfolio
1.00$
Initial Capital
January 1985
30.65$
Final Capital
November 2024
8.95%
Yearly Return
7.61
Std Deviation
-20.15%
Max Drawdown
23months
Recovery Period

The Ben Stein Long Term Portfolio obtained a 7.94% compound annual return, with a 12.43% standard deviation, in the last 30 Years.

The Aim Ways Aim comfortable trip Portfolio obtained a 7.93% compound annual return, with a 7.60% standard deviation, in the last 30 Years.

Returns as of Nov 30, 2024

The portfolios guaranteed the following returns.

RETURN COMPARISON
Period: 1 January 1985 - 30 November 2024 (~40 years)
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Return (%) as of Nov 30, 2024
YTD
(11M) 		1M 6M 1Y 5Y 10Y 30Y MAX
(~40Y)
//www.lazyportfolioetf.com/wp-content/themes/dynamico-child/img/author/avatar_ben_stein.webp Long Term Portfolio
Ben Stein 		14.38 3.35 9.24 20.49 8.32 7.29 7.94 9.48
//www.lazyportfolioetf.com/wp-content/themes/dynamico-child/img/author/avatar_aim_ways2.webp Aim comfortable trip
Aim Ways 		12.83 1.88 8.53 17.52 7.28 6.50 7.93 8.95
Return over 1 year are annualized.

Capital Growth as of Nov 30, 2024

Ben Stein Long Term Portfolio: an investment of 1$, since December 1994, now would be worth 9.89$, with a total return of 889.17% (7.94% annualized).

Aim Ways Aim comfortable trip Portfolio: an investment of 1$, since December 1994, now would be worth 9.87$, with a total return of 887.01% (7.93% annualized).


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Ben Stein Long Term Portfolio: an investment of 1$, since January 1985, now would be worth 37.18$, with a total return of 3618.05% (9.48% annualized).

Aim Ways Aim comfortable trip Portfolio: an investment of 1$, since January 1985, now would be worth 30.65$, with a total return of 2965.25% (8.95% annualized).


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Metrics as of Nov 30, 2024

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

METRIC COMPARISON
Period: 1 December 2023 - 30 November 2024 (1 year)
Period: 1 December 2019 - 30 November 2024 (5 years)
Period: 1 December 2014 - 30 November 2024 (10 years)
Period: 1 December 1994 - 30 November 2024 (30 years)
Period: 1 January 1985 - 30 November 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 (%) 20.49 17.52
Infl. Adjusted Return (%) 17.29 14.40
DRAWDOWN
Deepest Drawdown Depth (%) -3.34 -1.63
Start to Recovery (months) 2 2
Longest Drawdown Depth (%) -1.17 -0.68
Start to Recovery (months) 2 2
Longest Negative Period (months) 2 1
RISK INDICATORS
Standard Deviation (%) 8.53 5.81
Sharpe Ratio 1.79 2.12
Sortino Ratio 2.26 2.89
Ulcer Index 1.13 0.52
Ratio: Return / Standard Deviation 2.40 3.02
Ratio: Return / Deepest Drawdown 6.14 10.78
Metrics calculated over the period 1 December 2023 - 30 November 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 (%) 8.32 7.28
Infl. Adjusted Return (%) 3.97 2.98
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 (%) 14.31 9.20
Sharpe Ratio 0.42 0.54
Sortino Ratio 0.56 0.73
Ulcer Index 7.63 4.79
Ratio: Return / Standard Deviation 0.58 0.79
Ratio: Return / Deepest Drawdown 0.41 0.47
Metrics calculated over the period 1 December 2019 - 30 November 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 (%) 7.29 6.50
Infl. Adjusted Return (%) 4.24 3.47
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 (%) 12.00 7.43
Sharpe Ratio 0.48 0.66
Sortino Ratio 0.64 0.91
Ulcer Index 5.92 3.59
Ratio: Return / Standard Deviation 0.61 0.88
Ratio: Return / Deepest Drawdown 0.36 0.42
Metrics calculated over the period 1 December 2014 - 30 November 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 (%) 7.94 7.93
Infl. Adjusted Return (%) 5.28 5.27
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 0.45 0.74
Sortino Ratio 0.59 0.99
Ulcer Index 9.46 3.71
Ratio: Return / Standard Deviation 0.64 1.04
Ratio: Return / Deepest Drawdown 0.17 0.39
Metrics calculated over the period 1 December 1994 - 30 November 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 (%) 9.48 8.95
Infl. Adjusted Return (%) 6.51 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 (%) 12.31 7.61
Sharpe Ratio 0.51 0.76
Sortino Ratio 0.66 1.02
Ulcer Index 8.56 3.47
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 November 2024

Drawdowns

DRAWDOWN COMPARISON
Period: 1 December 1994 - 30 November 2024 (30 years)
Period: 1 January 1985 - 30 November 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 November 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
 14.38 -3.34 12.83 -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