Last Update: 31 December 2022
The Bill Bernstein Sheltered Sam 30/70 Portfolio obtained a 5.91% compound annual return, with a 5.14% standard deviation, in the last 30 Years.
The Scott Burns Couch Potato Portfolio obtained a 7.89% compound annual return, with a 8.62% standard deviation, in the last 30 Years.
Summary
| Bill Bernstein Sheltered Sam 30/70 Portfolio | Scott Burns Couch Potato Portfolio | ||
|---|---|---|---|
| Risk | Medium | Medium | |
| Asset Allocation | Stocks | 29.1% | 50% |
| Fixed Income | 70% | 50% | |
| Commodities | 0.9% | 0% | |
| 30 Years Stats | Return | +5.91% | +7.89% |
| Std Dev | 5.14% | 8.62% | |
| Max Drawdown | -16.58% | -27.04% | |
Last Update: 31 December 2022
Historical Returns as of Dec 31, 2022
Comparison period starts from January 1985
| 1M | 6M | 1Y | 5Y(*) | 10Y(*) | 30Y(*) | MAX(*) | |
|---|---|---|---|---|---|---|---|
| Bill Bernstein Sheltered Sam 30/70 Portfolio | -1.48 | -0.70 | -9.07 | +2.68 | +3.39 | +5.91 | +7.28 |
| Scott Burns Couch Potato Portfolio | -3.55 | -1.33 | -16.31 | +5.34 | +6.67 | +7.89 | +9.15 |
Capital Growth as of Dec 31, 2022
Bill Bernstein Sheltered Sam 30/70 Portfolio: an investment of 1000$, since January 1993, now would be worth 5598.73$, with a total return of 459.87% (5.91% annualized).
Scott Burns Couch Potato Portfolio: an investment of 1000$, since January 1993, now would be worth 9747.98$, with a total return of 874.80% (7.89% annualized).
Bill Bernstein Sheltered Sam 30/70 Portfolio: an investment of 1000$, since January 1985, now would be worth 14421.47$, with a total return of 1342.15% (7.28% annualized).
Scott Burns Couch Potato Portfolio: an investment of 1000$, since January 1985, now would be worth 27868.10$, with a total return of 2686.81% (9.15% annualized).
Drawdowns
Drawdown comparison chart since December 1992.
Bill Bernstein Sheltered Sam 30/70 Portfolio |
Scott Burns Couch Potato Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -27.04% | Nov 2007 | Feb 2009 | |||
| -19.77% | Jan 2022 | Sep 2022 | |||
| -16.58% | Jun 2008 | Feb 2009 | |||
| -12.55% | Jan 2022 | Sep 2022 | |||
| -10.72% | Feb 2020 | Mar 2020 | |||
| -10.30% | Sep 2000 | Sep 2002 | |||
| -8.78% | Feb 1994 | Jun 1994 | |||
| -8.06% | Sep 2018 | Dec 2018 | |||
| -8.06% | Jul 1998 | Aug 1998 | |||
| -6.25% | May 2011 | Sep 2011 | |||
| -6.24% | Feb 2020 | Mar 2020 | |||
| -6.09% | May 2010 | Jun 2010 | |||
| -5.67% | Feb 1994 | Jun 1994 | |||
| -5.47% | Mar 2015 | Sep 2015 | |||
| -4.60% | Apr 2000 | May 2000 | |||
| -4.37% | May 2011 | Sep 2011 | |||
| -4.01% | Jul 1998 | Aug 1998 | |||
| -3.98% | Sep 2018 | Dec 2018 | |||
| -3.54% | May 2015 | Sep 2015 | |||
| -3.54% | Apr 2004 | Apr 2004 | |||
Drawdown comparison chart since January 1985.
Bill Bernstein Sheltered Sam 30/70 Portfolio |
Scott Burns Couch Potato Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -27.04% | Nov 2007 | Feb 2009 | |||
| -19.77% | Jan 2022 | Sep 2022 | |||
| -16.58% | Jun 2008 | Feb 2009 | |||
| -16.03% | Sep 1987 | Nov 1987 | |||
| -12.55% | Jan 2022 | Sep 2022 | |||
| -10.72% | Feb 2020 | Mar 2020 | |||
| -10.30% | Sep 2000 | Sep 2002 | |||
| -8.78% | Feb 1994 | Jun 1994 | |||
| -8.06% | Sep 2018 | Dec 2018 | |||
| -8.06% | Jul 1998 | Aug 1998 | |||
| -7.59% | Sep 1987 | Nov 1987 | |||
| -7.58% | Aug 1990 | Sep 1990 | |||
| -6.25% | May 2011 | Sep 2011 | |||
| -6.24% | Feb 2020 | Mar 2020 | |||
| -6.09% | May 2010 | Jun 2010 | |||
| -5.67% | Feb 1994 | Jun 1994 | |||
| -5.55% | Sep 1986 | Sep 1986 | |||
| -5.47% | Mar 2015 | Sep 2015 | |||
| -5.13% | Jan 1990 | Apr 1990 | |||
| -4.64% | Aug 1990 | Sep 1990 | |||
Yearly Returns
Yearly return comparison. Common historical serie start from January 1985.
| Year | Bill Bernstein Sheltered Sam 30/70 Portfolio | Scott Burns Couch Potato Portfolio |
|---|---|---|
| 2022 |
-9.07% | -16.31% |
| 2021 |
+8.27% | +15.67% |
| 2020 |
+6.68% | +15.93% |
| 2019 |
+11.29% | +19.51% |
| 2018 |
-2.35% | -3.32% |
| 2017 |
+6.35% | +12.07% |
| 2016 |
+6.14% | +8.75% |
| 2015 |
-1.08% | -0.70% |
| 2014 |
+3.87% | +8.07% |
| 2013 |
+5.39% | +12.48% |
| 2012 |
+6.92% | +11.42% |
| 2011 |
+3.74% | +7.12% |
| 2010 |
+8.08% | +11.78% |
| 2009 |
+11.17% | +18.92% |
| 2008 |
-8.30% | -18.47% |
| 2007 |
+7.21% | +8.64% |
| 2006 |
+8.56% | +7.99% |
| 2005 |
+4.67% | +4.40% |
| 2004 |
+8.30% | +10.53% |
| 2003 |
+14.34% | +19.38% |
| 2002 |
+3.99% | -1.93% |
| 2001 |
+3.89% | -1.68% |
| 2000 |
+9.31% | +3.54% |
| 1999 |
+4.74% | +9.67% |
| 1998 |
+8.32% | +16.26% |
| 1997 |
+12.35% | +21.85% |
| 1996 |
+8.07% | +11.14% |
| 1995 |
+19.30% | +29.40% |
| 1994 |
-2.28% | -3.21% |
| 1993 |
+14.75% | +13.19% |
| 1992 |
+8.20% | +8.92% |
| 1991 |
+19.59% | +25.50% |
| 1990 |
+2.91% | +1.06% |
| 1989 |
+17.14% | +21.95% |
| 1988 |
+10.47% | +11.91% |
| 1987 |
+3.06% | +1.19% |
| 1986 |
+17.32% | +16.48% |
| 1985 |
+23.63% | +28.66% |