Last Update: 31 March 2024
The Bogleheads Three Funds Portfolio obtained a 8.00% compound annual return, with a 12.37% standard deviation, in the last 30 Years.
The Scott Burns Seven Value Portfolio obtained a 8.30% compound annual return, with a 11.29% standard deviation, in the last 30 Years.
Summary
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| Bogleheads Three Funds Portfolio | Scott Burns Seven Value Portfolio | ||
|---|---|---|---|
| Portfolio Risk | Very High | High | |
| Asset Allocation | Stocks | 80% | 71.5% |
| Fixed Income | 20% | 28.5% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +8.00% | +8.30% |
| Std Dev | 12.37% | 11.29% | |
| Max Drawdown | -43.68% | -41.22% | |
| All time Stats (Since Jan 1985) |
Return | +9.59% | +9.62% |
| Std Dev | 12.34% | 11.04% | |
| Max Drawdown | -43.68% | -41.22% | |
| 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 | |
|---|---|---|---|---|---|---|---|
| Bogleheads Three Funds Portfolio | +2.64 | +17.21 | +18.69 | +9.15 | +7.91 | +8.00 | +9.59 |
| Scott Burns Seven Value Portfolio | +3.58 | +13.09 | +13.44 | +8.55 | +6.87 | +8.30 | +9.62 |
| Return over 1 year are annualized. |
Capital Growth as of Mar 31, 2024
Bogleheads Three Funds Portfolio: an investment of 1$, since April 1994,
now would be worth 10.07$, with a total return of 906.52%
(8.00% annualized).
Scott Burns Seven Value Portfolio: an investment of 1$, since April 1994, now would be worth 10.95$, with a total return of 995.01% (8.30% annualized).
Scott Burns Seven Value Portfolio: an investment of 1$, since April 1994, now would be worth 10.95$, with a total return of 995.01% (8.30% annualized).
Bogleheads Three Funds Portfolio: an investment of 1$, since January 1985,
now would be worth 36.35$, with a total return of 3535.15%
(9.59% annualized).
Scott Burns Seven Value Portfolio: an investment of 1$, since January 1985, now would be worth 36.79$, with a total return of 3579.16% (9.62% annualized).
Scott Burns Seven Value Portfolio: an investment of 1$, since January 1985, now would be worth 36.79$, with a total return of 3579.16% (9.62% annualized).
Drawdowns
Drawdown comparison chart since April 1994.
Swipe left to see all data
|
Bogleheads Three Funds Portfolio
|
Scott Burns Seven Value Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -43.68% | Nov 2007 | Feb 2009 (16) | Apr 2011 (42) | 20.19 | |||||
| -41.22% | Nov 2007 | Feb 2009 (16) | Jan 2011 (39) | 18.65 | |||||
| -33.38% | Apr 2000 | Sep 2002 (30) | Dec 2004 (57) | 17.93 | |||||
| -23.18% | Jan 2022 | Sep 2022 (9) | Feb 2024 (26) | 11.76 | |||||
| -20.44% | Jan 2020 | Mar 2020 (3) | Dec 2020 (12) | 9.33 | |||||
| -17.01% | Jan 2020 | Mar 2020 (3) | Jul 2020 (7) | 7.68 | |||||
| -15.77% | May 2011 | Sep 2011 (5) | Sep 2012 (17) | 6.20 | |||||
| -15.04% | Feb 2001 | Sep 2002 (20) | Sep 2003 (32) | 7.83 | |||||
| -14.49% | Apr 2022 | Sep 2022 (6) | Jul 2023 (16) | 5.62 | |||||
| -14.02% | May 2011 | Sep 2011 (5) | Feb 2012 (10) | 5.89 | |||||
| -13.01% | May 1998 | Aug 1998 (4) | Mar 1999 (11) | 4.90 | |||||
| -12.46% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 6.66 | |||||
| -10.53% | Feb 2018 | Dec 2018 (11) | Apr 2019 (15) | 4.26 | |||||
| -9.88% | Jun 2015 | Feb 2016 (9) | Jul 2016 (14) | 5.19 | |||||
| -9.57% | Sep 2018 | Dec 2018 (4) | Mar 2019 (7) | 4.30 | |||||
| -9.24% | May 2015 | Feb 2016 (10) | Jun 2016 (14) | 5.24 | |||||
| -7.06% | Aug 2023 | Oct 2023 (3) | Dec 2023 (5) | 3.54 | |||||
| -5.25% | May 2012 | May 2012 (1) | Aug 2012 (4) | 2.49 | |||||
| -4.70% | Feb 2018 | Feb 2018 (1) | Jul 2018 (6) | 2.77 | |||||
| -4.68% | May 2019 | May 2019 (1) | Jun 2019 (2) | 2.70 | |||||
Drawdown comparison chart since January 1985.
Swipe left to see all data
|
Bogleheads Three Funds Portfolio
|
Scott Burns Seven Value Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -43.68% | Nov 2007 | Feb 2009 (16) | Apr 2011 (42) | 20.19 | |||||
| -41.22% | Nov 2007 | Feb 2009 (16) | Jan 2011 (39) | 18.65 | |||||
| -33.38% | Apr 2000 | Sep 2002 (30) | Dec 2004 (57) | 17.93 | |||||
| -23.18% | Jan 2022 | Sep 2022 (9) | Feb 2024 (26) | 11.76 | |||||
| -20.44% | Jan 2020 | Mar 2020 (3) | Dec 2020 (12) | 9.33 | |||||
| -19.21% | Sep 1987 | Nov 1987 (3) | Jan 1989 (17) | 8.97 | |||||
| -17.34% | Sep 1987 | Nov 1987 (3) | Dec 1988 (16) | 7.74 | |||||
| -17.01% | Jan 2020 | Mar 2020 (3) | Jul 2020 (7) | 7.68 | |||||
| -15.77% | May 2011 | Sep 2011 (5) | Sep 2012 (17) | 6.20 | |||||
| -15.31% | Jan 1990 | Sep 1990 (9) | Feb 1991 (14) | 7.86 | |||||
| -15.04% | Feb 2001 | Sep 2002 (20) | Sep 2003 (32) | 7.83 | |||||
| -14.49% | Apr 2022 | Sep 2022 (6) | Jul 2023 (16) | 5.62 | |||||
| -14.02% | May 2011 | Sep 2011 (5) | Feb 2012 (10) | 5.89 | |||||
| -13.01% | May 1998 | Aug 1998 (4) | Mar 1999 (11) | 4.90 | |||||
| -12.46% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 6.66 | |||||
| -10.53% | Feb 2018 | Dec 2018 (11) | Apr 2019 (15) | 4.26 | |||||
| -9.88% | Jun 2015 | Feb 2016 (9) | Jul 2016 (14) | 5.19 | |||||
| -9.72% | Jan 1990 | Sep 1990 (9) | Feb 1991 (14) | 5.24 | |||||
| -9.57% | Sep 2018 | Dec 2018 (4) | Mar 2019 (7) | 4.30 | |||||
| -9.24% | May 2015 | Feb 2016 (10) | Jun 2016 (14) | 5.24 | |||||
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 |
+6.10%
|
0.00% |
+5.06%
|
-0.78% |
| 2023 |
+18.86%
|
-8.74% |
+10.67%
|
-7.06% |
| 2022 |
-17.06%
|
-23.18% |
-3.63%
|
-14.49% |
| 2021 |
+14.95%
|
-3.53% |
+22.53%
|
-2.24% |
| 2020 |
+15.39%
|
-17.01% |
+1.86%
|
-20.44% |
| 2019 |
+23.65%
|
-4.68% |
+19.31%
|
-3.92% |
| 2018 |
-6.89%
|
-10.53% |
-6.81%
|
-9.57% |
| 2017 |
+19.54%
|
0.00% |
+10.75%
|
-0.38% |
| 2016 |
+8.39%
|
-4.82% |
+11.54%
|
-3.28% |
| 2015 |
-1.14%
|
-8.74% |
-3.57%
|
-9.07% |
| 2014 |
+6.07%
|
-3.01% |
+7.89%
|
-3.60% |
| 2013 |
+20.56%
|
-2.36% |
+14.33%
|
-3.26% |
| 2012 |
+14.53%
|
-7.09% |
+12.77%
|
-5.25% |
| 2011 |
-2.14%
|
-15.77% |
+3.05%
|
-14.02% |
| 2010 |
+13.50%
|
-9.82% |
+15.52%
|
-8.80% |
| 2009 |
+26.45%
|
-15.70% |
+23.22%
|
-16.01% |
| 2008 |
-30.15%
|
-33.07% |
-27.82%
|
-32.22% |
| 2007 |
+8.73%
|
-4.35% |
+8.29%
|
-3.44% |
| 2006 |
+16.69%
|
-3.08% |
+17.32%
|
-2.23% |
| 2005 |
+8.30%
|
-3.34% |
+12.65%
|
-3.52% |
| 2004 |
+13.49%
|
-2.83% |
+18.27%
|
-3.80% |
| 2003 |
+28.27%
|
-3.88% |
+25.26%
|
-1.84% |
| 2002 |
-13.11%
|
-18.90% |
-5.96%
|
-12.60% |
| 2001 |
-9.84%
|
-18.61% |
-4.35%
|
-10.12% |
| 2000 |
-7.69%
|
-11.84% |
+8.17%
|
-4.20% |
| 1999 |
+20.73%
|
-2.88% |
+10.89%
|
-3.22% |
| 1998 |
+18.03%
|
-12.46% |
+6.19%
|
-13.01% |
| 1997 |
+17.15%
|
-4.61% |
+14.55%
|
-2.60% |
| 1996 |
+12.60%
|
-3.77% |
+17.33%
|
-2.26% |
| 1995 |
+22.72%
|
-1.03% |
+22.68%
|
-1.40% |
| 1994 |
+2.31%
|
-4.84% |
-2.08%
|
-7.04% |
| 1993 |
+16.23%
|
-4.16% |
+19.57%
|
-4.28% |
| 1992 |
+1.54%
|
-4.66% |
+7.31%
|
-2.91% |
| 1991 |
+22.09%
|
-4.27% |
+20.27%
|
-3.54% |
| 1990 |
-8.74%
|
-15.31% |
-5.60%
|
-9.72% |
| 1989 |
+20.64%
|
-2.08% |
+21.02%
|
-1.39% |
| 1988 |
+17.83%
|
-3.20% |
+16.18%
|
-2.10% |
| 1987 |
+10.76%
|
-19.21% |
+5.84%
|
-17.34% |
| 1986 |
+29.32%
|
-4.89% |
+23.44%
|
-3.19% |
| 1985 |
+35.27%
|
-2.34% |
+28.48%
|
-1.76% |
