Gold vs Scott Burns Six Ways from Sunday Portfolio Comparison

Last Update: 29 February 2024

The Gold Portfolio obtained a 5.46% compound annual return, with a 15.44% standard deviation, in the last 30 Years.

The Scott Burns Six Ways from Sunday Portfolio obtained a 7.76% compound annual return, with a 10.91% standard deviation, in the last 30 Years.

Summary

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Gold Portfolio Scott Burns Six Ways from Sunday Portfolio
Portfolio Risk Very High High
Asset Allocation Stocks 0% 66.68%
Fixed Income 0% 33.32%
Commodities 100% 0%
30 Years Stats Return +5.46% +7.76%
Std Dev 15.44% 10.91%
Max Drawdown -42.91% -39.14%
All time Stats
(Since Jan 1985)
Return +4.73% +9.27%
Std Dev 15.06% 10.63%
Max Drawdown -48.26% -39.14%
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
Gold Portfolio +0.46 +5.16 +11.50 +8.83 +4.02 +5.46 +4.73
Scott Burns Six Ways from Sunday Portfolio +2.03 +5.34 +10.18 +7.78 +5.97 +7.76 +9.27
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Gold Portfolio: an investment of 1$, since March 1994, now would be worth 4.93$, with a total return of 393.44% (5.46% annualized).

Scott Burns Six Ways from Sunday Portfolio: an investment of 1$, since March 1994, now would be worth 9.40$, with a total return of 840.38% (7.76% annualized).

Gold Portfolio: an investment of 1$, since January 1985, now would be worth 6.11$, with a total return of 510.68% (4.73% annualized).

Scott Burns Six Ways from Sunday Portfolio: an investment of 1$, since January 1985, now would be worth 32.23$, with a total return of 3122.80% (9.27% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Gold Portfolio
Scott Burns Six Ways from Sunday Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-42.91% Sep 2011 Dec 2015 (52) Jul 2020 (107) 28.29
-39.14% Jun 2008 Feb 2009 (9) Dec 2010 (31) 19.14
-37.17% Feb 1996 Aug 1999 (43) Dec 2003 (95) 24.75
-25.83% Mar 2008 Oct 2008 (8) May 2009 (15) 10.74
-19.67% Jan 2020 Mar 2020 (3) Dec 2020 (12) 8.82
-18.08% Aug 2020 Oct 2022 (27) Nov 2023 (40) 8.45
-14.34% Apr 2022 Sep 2022 (6) Jul 2023 (16) 5.59
-13.29% May 2011 Sep 2011 (5) Feb 2012 (10) 5.42
-12.03% May 1998 Aug 1998 (4) Apr 1999 (12) 4.43
-10.58% Feb 2001 Sep 2002 (20) May 2003 (28) 5.68
-9.70% May 2015 Feb 2016 (10) Jun 2016 (14) 5.58
-9.43% Sep 2018 Dec 2018 (4) Mar 2019 (7) 4.32
-8.64% Dec 2004 May 2005 (6) Sep 2005 (10) 5.30
-8.63% May 2006 Sep 2006 (5) Feb 2007 (10) 4.31
-8.37% Dec 2009 Jan 2010 (2) May 2010 (6) 5.13
-8.31% Apr 2004 Apr 2004 (1) Oct 2004 (7) 5.49
-6.89% Aug 2023 Oct 2023 (3) Dec 2023 (5) 3.43
-6.38% Jan 2011 Jan 2011 (1) Mar 2011 (3) 3.21
-5.86% Nov 2007 Jan 2008 (3) May 2008 (7) 3.49
-5.49% Mar 1994 Nov 1994 (9) Apr 1995 (14) 3.12

Drawdown comparison chart since January 1985.

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Gold Portfolio
Scott Burns Six Ways from Sunday Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-48.26% Dec 1987 Aug 1999 (141) Dec 2005 (217) 29.64
-42.91% Sep 2011 Dec 2015 (52) Jul 2020 (107) 28.29
-39.14% Jun 2008 Feb 2009 (9) Dec 2010 (31) 19.14
-25.83% Mar 2008 Oct 2008 (8) May 2009 (15) 10.74
-19.67% Jan 2020 Mar 2020 (3) Dec 2020 (12) 8.82
-18.08% Aug 2020 Oct 2022 (27) Nov 2023 (40) 8.45
-15.75% Sep 1987 Nov 1987 (3) Dec 1988 (16) 6.78
-14.34% Apr 2022 Sep 2022 (6) Jul 2023 (16) 5.59
-13.29% May 2011 Sep 2011 (5) Feb 2012 (10) 5.42
-12.03% May 1998 Aug 1998 (4) Apr 1999 (12) 4.43
-10.58% Feb 2001 Sep 2002 (20) May 2003 (28) 5.68
-9.70% May 2015 Feb 2016 (10) Jun 2016 (14) 5.58
-9.43% Sep 2018 Dec 2018 (4) Mar 2019 (7) 4.32
-9.11% Jan 1990 Sep 1990 (9) Feb 1991 (14) 4.98
-8.63% May 2006 Sep 2006 (5) Feb 2007 (10) 4.31
-8.37% Dec 2009 Jan 2010 (2) May 2010 (6) 5.13
-8.14% Oct 1986 Dec 1986 (3) Apr 1987 (7) 5.04
-7.18% Feb 1994 Nov 1994 (10) May 1995 (16) 4.39
-6.89% Aug 2023 Oct 2023 (3) Dec 2023 (5) 3.43
-6.67% Jan 1985 Feb 1985 (2) Mar 1985 (3) 3.34

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
-0.97%
-1.42%
+0.95%
-1.06%
2023
+12.69%
-7.22%
+10.86%
-6.89%
2022
-0.77%
-15.91%
-3.84%
-14.34%
2021
-4.15%
-10.32%
+21.86%
-2.10%
2020
+24.81%
-10.12%
+1.75%
-19.67%
2019
+17.86%
-4.10%
+18.22%
-3.51%
2018
-1.94%
-11.66%
-7.04%
-9.43%
2017
+12.81%
-4.09%
+9.66%
-0.36%
2016
+8.03%
-15.02%
+10.61%
-3.04%
2015
-10.67%
-17.81%
-4.01%
-9.20%
2014
-2.19%
-12.44%
+7.00%
-3.99%
2013
-28.33%
-28.33%
+11.16%
-4.12%
2012
+6.60%
-10.45%
+12.35%
-5.14%
2011
+9.57%
-14.48%
+3.38%
-13.29%
2010
+29.27%
-5.09%
+15.68%
-8.16%
2009
+24.03%
-7.20%
+23.77%
-14.82%
2008
+4.92%
-25.83%
-26.45%
-32.07%
2007
+30.45%
-4.20%
+9.69%
-2.97%
2006
+22.55%
-8.63%
+16.49%
-2.20%
2005
+17.76%
-4.91%
+13.58%
-3.66%
2004
+4.65%
-8.31%
+18.78%
-4.09%
2003
+19.89%
-8.88%
+24.09%
-1.68%
2002
+25.57%
-6.72%
-3.44%
-9.90%
2001
+0.75%
-6.10%
-3.08%
-8.11%
2000
-5.44%
-9.93%
+8.56%
-4.31%
1999
+0.85%
-11.47%
+10.58%
-2.60%
1998
-0.83%
-12.01%
+4.74%
-12.03%
1997
-21.41%
-21.41%
+11.97%
-2.82%
1996
-4.59%
-8.95%
+16.58%
-1.91%
1995
+0.98%
-2.46%
+20.25%
-1.37%
1994
-2.17%
-3.91%
-2.33%
-7.18%
1993
+17.68%
-11.51%
+19.81%
-4.68%
1992
-5.73%
-6.97%
+5.94%
-3.90%
1991
-8.56%
-10.05%
+19.65%
-3.35%
1990
-3.11%
-15.14%
-5.36%
-9.11%
1989
-2.84%
-12.30%
+20.03%
-1.09%
1988
-15.26%
-18.05%
+15.52%
-2.02%
1987
+24.53%
-1.97%
+6.47%
-15.75%
1986
+18.96%
-8.14%
+24.09%
-2.52%
1985
+6.00%
-6.67%
+27.73%
-1.45%