Growth of $10,000: No-Brainer Portfolio (William Bernstein)
A $10,000 investment in the No-Brainer Portfolio (William Bernstein) at the start of 2000 would have grown to $43,675 by 2026 — about 4.4× the original stake over 26 years, based on historical data.
26-Year Growth of $10,000
What the numbers mean
Over this 26-year window the No-Brainer Portfolio (William Bernstein) compounded at roughly 7.01%per year. That growth was not a straight line: the strategy's worst peak-to-trough decline reached -40.8%, a reminder that even the steadiest allocations go through painful stretches.
Its best single year returned +31.4% (2009), while its worst year fell -29.3% (2008). Adjusted for inflation, the ending $43,675 is worth about $23,954 in 2000 dollars — the real purchasing power your money would have gained after rising prices are stripped out.
These figures assume the strategy's target weights (four equal quarters designed to be, in the author's own words, impossible to overthink.) rebalanced annual, with no additional contributions or withdrawals. To model your own contributions, withdrawal rate, or a different mix, open this allocation in the portfolio simulator.
Annual Returns
| '00 | '01 | '02 | '03 | '04 | '05 | '06 | '07 | '08 | '09 | '10 | '11 | '12 | '13 | '14 | '15 | '16 | '17 | '18 | '19 | '20 | '21 | '22 | '23 | '24 | '25 | '26 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| -2 | -1 | -9 | +4 | +7 | +6 | +5 | -3 | -29 | +31 | +19 | +2 | +12 | +14 | +7 | -4 | +18 | +19 | -4 | +12 | +15 | +9 | -6 | +7 | +14 | +17 | +9 |
Hypothetical historical performance based on backtested data. Past performance does not guarantee future results. This site is for educational purposes only and does not constitute investment advice. Full disclaimer