Last Update: 31 March 2024
The Bill Bernstein No Brainer Portfolio obtained a 7.69% compound annual return, with a 11.73% standard deviation, in the last 30 Years.
The Scott Burns Couch Potato Portfolio obtained a 8.26% compound annual return, with a 8.70% standard deviation, in the last 30 Years.
Summary
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| Bill Bernstein No Brainer Portfolio | Scott Burns Couch Potato Portfolio | ||
|---|---|---|---|
| Portfolio Risk | High | Medium | |
| Asset Allocation | Stocks | 75% | 50% |
| Fixed Income | 25% | 50% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +7.69% | +8.26% |
| Std Dev | 11.73% | 8.70% | |
| Max Drawdown | -40.40% | -27.04% | |
| All time Stats (Since Jan 1985) |
Return | +9.21% | +9.36% |
| Std Dev | 11.73% | 9.08% | |
| Max Drawdown | -40.40% | -27.04% | |
| Last Update: 31 March 2024 | |||
Historical Returns as of Mar 31, 2024
Comparison period starts from January 1985
Swipe left to see all data
| 1M | 6M | 1Y | 5Y | 10Y | 30Y | MAX | |
|---|---|---|---|---|---|---|---|
| Bill Bernstein No Brainer Portfolio | +2.40 | +14.70 | +15.47 | +8.01 | +6.96 | +7.69 | +9.21 |
| Scott Burns Couch Potato Portfolio | +1.81 | +13.73 | +13.97 | +8.20 | +7.16 | +8.26 | +9.36 |
| Return over 1 year are annualized. |
Capital Growth as of Mar 31, 2024
Bill Bernstein No Brainer Portfolio: an investment of 1$, since April 1994,
now would be worth 9.22$, with a total return of 822.34%
(7.69% annualized).
Scott Burns Couch Potato Portfolio: an investment of 1$, since April 1994, now would be worth 10.83$, with a total return of 982.67% (8.26% annualized).
Scott Burns Couch Potato Portfolio: an investment of 1$, since April 1994, now would be worth 10.83$, with a total return of 982.67% (8.26% annualized).
Bill Bernstein No Brainer Portfolio: an investment of 1$, since January 1985,
now would be worth 31.80$, with a total return of 3079.72%
(9.21% annualized).
Scott Burns Couch Potato Portfolio: an investment of 1$, since January 1985, now would be worth 33.47$, with a total return of 3246.91% (9.36% annualized).
Scott Burns Couch Potato Portfolio: an investment of 1$, since January 1985, now would be worth 33.47$, with a total return of 3246.91% (9.36% annualized).
Drawdowns
Drawdown comparison chart since April 1994.
Swipe left to see all data
|
Bill Bernstein No Brainer Portfolio
|
Scott Burns Couch Potato Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -40.40% | Nov 2007 | Feb 2009 (16) | Feb 2011 (40) | 18.40 | |||||
| -27.04% | Nov 2007 | Feb 2009 (16) | Apr 2010 (30) | 11.90 | |||||
| -24.46% | Apr 2000 | Sep 2002 (30) | Dec 2003 (45) | 13.30 | |||||
| -19.77% | Jan 2022 | Sep 2022 (9) | Mar 2024 (27) | 10.69 | |||||
| -19.76% | Jan 2022 | Sep 2022 (9) | Feb 2024 (26) | 9.75 | |||||
| -18.24% | Jan 2020 | Mar 2020 (3) | Aug 2020 (8) | 8.70 | |||||
| -16.20% | May 2011 | Sep 2011 (5) | Sep 2012 (17) | 6.47 | |||||
| -13.95% | May 1998 | Aug 1998 (4) | Dec 1998 (8) | 6.45 | |||||
| -11.92% | Sep 2018 | Dec 2018 (4) | Oct 2019 (14) | 4.83 | |||||
| -10.72% | Feb 2020 | Mar 2020 (2) | Jun 2020 (5) | 4.92 | |||||
| -10.30% | Sep 2000 | Sep 2002 (25) | May 2003 (33) | 5.99 | |||||
| -9.17% | Jun 2015 | Feb 2016 (9) | Jul 2016 (14) | 4.70 | |||||
| -8.06% | Sep 2018 | Dec 2018 (4) | Apr 2019 (8) | 3.64 | |||||
| -8.06% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 3.72 | |||||
| -6.25% | May 2011 | Sep 2011 (5) | Dec 2011 (8) | 2.31 | |||||
| -6.09% | May 2010 | Jun 2010 (2) | Sep 2010 (5) | 3.68 | |||||
| -5.47% | Mar 2015 | Sep 2015 (7) | Apr 2016 (14) | 2.66 | |||||
| -4.66% | Jun 1996 | Jul 1996 (2) | Sep 1996 (4) | 2.42 | |||||
| -4.60% | Apr 2000 | May 2000 (2) | Aug 2000 (5) | 2.40 | |||||
| -4.07% | Mar 2005 | Apr 2005 (2) | Jul 2005 (5) | 1.92 | |||||
Drawdown comparison chart since January 1985.
Swipe left to see all data
|
Bill Bernstein No Brainer Portfolio
|
Scott Burns Couch Potato Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -40.40% | Nov 2007 | Feb 2009 (16) | Feb 2011 (40) | 18.40 | |||||
| -27.04% | Nov 2007 | Feb 2009 (16) | Apr 2010 (30) | 11.90 | |||||
| -24.46% | Apr 2000 | Sep 2002 (30) | Dec 2003 (45) | 13.30 | |||||
| -19.77% | Jan 2022 | Sep 2022 (9) | Mar 2024 (27) | 10.69 | |||||
| -19.76% | Jan 2022 | Sep 2022 (9) | Feb 2024 (26) | 9.75 | |||||
| -19.71% | Sep 1987 | Nov 1987 (3) | Jan 1989 (17) | 9.28 | |||||
| -18.24% | Jan 2020 | Mar 2020 (3) | Aug 2020 (8) | 8.70 | |||||
| -16.20% | May 2011 | Sep 2011 (5) | Sep 2012 (17) | 6.47 | |||||
| -16.03% | Sep 1987 | Nov 1987 (3) | Jan 1989 (17) | 7.17 | |||||
| -14.76% | Jan 1990 | Sep 1990 (9) | Feb 1991 (14) | 7.56 | |||||
| -13.95% | May 1998 | Aug 1998 (4) | Dec 1998 (8) | 6.45 | |||||
| -11.92% | Sep 2018 | Dec 2018 (4) | Oct 2019 (14) | 4.83 | |||||
| -10.72% | Feb 2020 | Mar 2020 (2) | Jun 2020 (5) | 4.92 | |||||
| -10.30% | Sep 2000 | Sep 2002 (25) | May 2003 (33) | 5.99 | |||||
| -9.17% | Jun 2015 | Feb 2016 (9) | Jul 2016 (14) | 4.70 | |||||
| -8.78% | Feb 1994 | Jun 1994 (5) | Mar 1995 (14) | 5.58 | |||||
| -8.06% | Sep 2018 | Dec 2018 (4) | Apr 2019 (8) | 3.64 | |||||
| -8.06% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 3.72 | |||||
| -7.58% | Aug 1990 | Sep 1990 (2) | Jan 1991 (6) | 4.62 | |||||
| -6.25% | May 2011 | Sep 2011 (5) | Dec 2011 (8) | 2.31 | |||||
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.
The highlighted returns represent the highest values for that specific year.
Swipe left to see all data
| Year | Return | Drawdown | Return | Drawdown |
|---|---|---|---|---|
| 2024 |
+4.36%
|
-0.87% |
+4.74%
|
0.00% |
| 2023 |
+15.77%
|
-8.54% |
+14.66%
|
-6.50% |
| 2022 |
-13.89%
|
-19.76% |
-16.31%
|
-19.77% |
| 2021 |
+15.39%
|
-2.73% |
+15.67%
|
-2.76% |
| 2020 |
+11.61%
|
-18.24% |
+15.93%
|
-10.72% |
| 2019 |
+19.82%
|
-5.15% |
+19.51%
|
-2.63% |
| 2018 |
-6.41%
|
-11.92% |
-3.32%
|
-8.06% |
| 2017 |
+15.70%
|
-0.29% |
+12.07%
|
0.00% |
| 2016 |
+11.03%
|
-4.44% |
+8.75%
|
-2.08% |
| 2015 |
-1.35%
|
-7.81% |
-0.70%
|
-5.47% |
| 2014 |
+3.78%
|
-3.16% |
+8.07%
|
-2.34% |
| 2013 |
+22.10%
|
-1.89% |
+12.48%
|
-3.18% |
| 2012 |
+12.91%
|
-6.94% |
+11.42%
|
-2.32% |
| 2011 |
-2.59%
|
-16.20% |
+7.12%
|
-6.25% |
| 2010 |
+14.15%
|
-9.69% |
+11.78%
|
-6.09% |
| 2009 |
+22.80%
|
-15.37% |
+18.92%
|
-9.98% |
| 2008 |
-26.26%
|
-28.63% |
-18.47%
|
-22.29% |
| 2007 |
+7.14%
|
-4.50% |
+8.64%
|
-1.70% |
| 2006 |
+15.27%
|
-3.41% |
+7.99%
|
-1.54% |
| 2005 |
+7.66%
|
-4.07% |
+4.40%
|
-1.83% |
| 2004 |
+13.66%
|
-3.04% |
+10.53%
|
-3.54% |
| 2003 |
+27.39%
|
-4.14% |
+19.38%
|
-1.09% |
| 2002 |
-10.88%
|
-16.92% |
-1.93%
|
-6.44% |
| 2001 |
-4.49%
|
-14.84% |
-1.68%
|
-8.57% |
| 2000 |
-4.63%
|
-10.08% |
+3.54%
|
-5.60% |
| 1999 |
+18.99%
|
-3.58% |
+9.67%
|
-3.30% |
| 1998 |
+12.24%
|
-13.95% |
+16.26%
|
-8.06% |
| 1997 |
+15.88%
|
-4.06% |
+21.85%
|
-3.41% |
| 1996 |
+12.52%
|
-4.66% |
+11.14%
|
-2.76% |
| 1995 |
+20.57%
|
-1.62% |
+29.40%
|
0.00% |
| 1994 |
+2.49%
|
-4.18% |
-3.21%
|
-8.78% |
| 1993 |
+16.21%
|
-3.68% |
+13.19%
|
-1.53% |
| 1992 |
+4.40%
|
-3.33% |
+8.92%
|
-2.25% |
| 1991 |
+24.11%
|
-4.26% |
+25.50%
|
-2.55% |
| 1990 |
-9.08%
|
-14.76% |
+1.06%
|
-7.58% |
| 1989 |
+18.78%
|
-2.53% |
+21.95%
|
-1.62% |
| 1988 |
+17.83%
|
-3.06% |
+11.91%
|
-2.50% |
| 1987 |
+8.39%
|
-19.71% |
+1.19%
|
-16.03% |
| 1986 |
+25.39%
|
-4.13% |
+16.48%
|
-5.55% |
| 1985 |
+32.35%
|
-2.40% |
+28.66%
|
-1.87% |
