Emerging Markets Stocks vs Scott Burns Seven Value Portfolio Comparison

Last Update: 29 February 2024

The Emerging Markets Stocks Portfolio obtained a 4.45% compound annual return, with a 22.53% standard deviation, in the last 30 Years.

The Scott Burns Seven Value Portfolio obtained a 8.03% compound annual return, with a 11.31% standard deviation, in the last 30 Years.

Summary

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Emerging Markets Stocks Portfolio Scott Burns Seven Value Portfolio
Portfolio Risk Very High High
Asset Allocation Stocks 100% 71.5%
Fixed Income 0% 28.5%
Commodities 0% 0%
30 Years Stats Return +4.45% +8.03%
Std Dev 22.53% 11.31%
Max Drawdown -60.44% -41.22%
All time Stats
(Since Jan 1985)
Return +8.66% +9.54%
Std Dev 25.51% 11.05%
Max Drawdown -60.44% -41.22%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1985

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1M 6M 1Y 5Y 10Y 30Y MAX
Emerging Markets Stocks Portfolio +4.17 +4.06 +7.46 +1.11 +2.35 +4.45 +8.66
Scott Burns Seven Value Portfolio +2.22 +6.02 +10.84 +8.19 +6.58 +8.03 +9.54
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Emerging Markets Stocks Portfolio: an investment of 1$, since March 1994, now would be worth 3.69$, with a total return of 268.88% (4.45% annualized).

Scott Burns Seven Value Portfolio: an investment of 1$, since March 1994, now would be worth 10.15$, with a total return of 915.12% (8.03% annualized).

Emerging Markets Stocks Portfolio: an investment of 1$, since January 1985, now would be worth 25.86$, with a total return of 2486.50% (8.66% annualized).

Scott Burns Seven Value Portfolio: an investment of 1$, since January 1985, now would be worth 35.52$, with a total return of 3451.94% (9.54% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Emerging Markets Stocks 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
-60.44% Nov 2007 Feb 2009 (16) Oct 2017 (120) 23.73
-53.99% Aug 1997 Aug 1998 (13) Jan 2004 (78) 29.43
-41.22% Nov 2007 Feb 2009 (16) Jan 2011 (39) 18.65
-36.52% Jul 2021 Oct 2022 (16) In progress (32) 22.80
-29.69% Feb 2018 Mar 2020 (26) Nov 2020 (34) 15.17
-27.16% Sep 1994 Mar 1995 (7) Jan 1997 (29) 14.80
-20.44% Jan 2020 Mar 2020 (3) Dec 2020 (12) 9.33
-15.04% Feb 2001 Sep 2002 (20) Sep 2003 (32) 7.83
-14.49% Apr 2022 Sep 2022 (6) Jul 2023 (16) 5.62
-14.20% Mar 1994 Mar 1994 (1) Aug 1994 (6) 7.46
-14.02% May 2011 Sep 2011 (5) Feb 2012 (10) 5.89
-13.01% May 1998 Aug 1998 (4) Mar 1999 (11) 4.90
-11.25% Apr 2004 Jul 2004 (4) Oct 2004 (7) 7.34
-11.14% May 2006 May 2006 (1) Nov 2006 (7) 7.49
-9.57% Sep 2018 Dec 2018 (4) Mar 2019 (7) 4.30
-9.24% May 2015 Feb 2016 (10) Jun 2016 (14) 5.24
-9.06% Mar 2005 Apr 2005 (2) Jul 2005 (5) 5.61
-7.06% Aug 2023 Oct 2023 (3) Dec 2023 (5) 3.54
-6.34% Oct 2005 Oct 2005 (1) Dec 2005 (3) 3.20
-5.25% May 2012 May 2012 (1) Aug 2012 (4) 2.49

Drawdown comparison chart since January 1985.

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Emerging Markets Stocks 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
-60.44% Nov 2007 Feb 2009 (16) Oct 2017 (120) 23.73
-55.33% Mar 1987 Dec 1987 (10) Sep 1989 (31) 35.10
-54.22% Feb 1994 Aug 1998 (55) Jan 2004 (120) 26.65
-41.22% Nov 2007 Feb 2009 (16) Jan 2011 (39) 18.65
-36.52% Jul 2021 Oct 2022 (16) In progress (32) 22.80
-34.47% Aug 1990 Sep 1990 (2) Feb 1991 (7) 19.05
-29.69% Feb 2018 Mar 2020 (26) Nov 2020 (34) 15.17
-23.01% Jun 1992 Dec 1992 (7) Apr 1993 (11) 13.98
-20.44% Jan 2020 Mar 2020 (3) Dec 2020 (12) 9.33
-17.34% Sep 1987 Nov 1987 (3) Dec 1988 (16) 7.74
-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
-11.25% Apr 2004 Jul 2004 (4) Oct 2004 (7) 7.34
-11.14% May 2006 May 2006 (1) Nov 2006 (7) 7.49
-10.62% Jan 1990 Apr 1990 (4) Jun 1990 (6) 6.39
-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.
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Year Return Drawdown Return Drawdown
2024
-0.55%
-4.53%
+1.43%
-0.78%
2023
+8.99%
-12.51%
+10.67%
-7.06%
2022
-20.56%
-29.40%
-3.63%
-14.49%
2021
-3.61%
-11.44%
+22.53%
-2.24%
2020
+17.03%
-23.94%
+1.86%
-20.44%
2019
+18.20%
-7.82%
+19.31%
-3.92%
2018
-15.31%
-22.75%
-6.81%
-9.57%
2017
+37.28%
-0.39%
+10.75%
-0.38%
2016
+10.87%
-5.81%
+11.54%
-3.28%
2015
-16.18%
-23.20%
-3.57%
-9.07%
2014
-3.93%
-11.58%
+7.89%
-3.60%
2013
-3.69%
-13.17%
+14.33%
-3.26%
2012
+19.10%
-14.96%
+12.77%
-5.25%
2011
-18.82%
-29.09%
+3.05%
-14.02%
2010
+16.51%
-10.81%
+15.52%
-8.80%
2009
+68.93%
-14.98%
+23.22%
-16.01%
2008
-48.88%
-53.98%
-27.82%
-32.22%
2007
+33.31%
-8.97%
+8.29%
-3.44%
2006
+31.19%
-11.14%
+17.32%
-2.23%
2005
+32.62%
-9.06%
+12.65%
-3.52%
2004
+24.63%
-11.25%
+18.27%
-3.80%
2003
+57.65%
-5.76%
+25.26%
-1.84%
2002
-7.43%
-24.27%
-5.96%
-12.60%
2001
-2.88%
-30.79%
-4.35%
-10.12%
2000
-27.56%
-31.63%
+8.17%
-4.20%
1999
+61.57%
-4.87%
+10.89%
-3.22%
1998
-18.12%
-40.98%
+6.19%
-13.01%
1997
-16.82%
-27.85%
+14.55%
-2.60%
1996
+15.83%
-6.73%
+17.33%
-2.26%
1995
+0.56%
-11.22%
+22.68%
-1.40%
1994
-20.17%
-25.83%
-2.08%
-7.04%
1993
+100.42%
-5.91%
+19.57%
-4.28%
1992
-10.90%
-23.01%
+7.31%
-2.91%
1991
+111.70%
-7.61%
+20.27%
-3.54%
1990
-1.92%
-34.47%
-5.60%
-9.72%
1989
+98.20%
-6.54%
+21.02%
-1.39%
1988
+36.81%
-6.67%
+16.18%
-2.10%
1987
-46.69%
-55.33%
+5.84%
-17.34%
1986
+11.58%
-9.07%
+23.44%
-3.19%
1985
+27.58%
-4.87%
+28.48%
-1.76%