Last Update: 31 August 2020

The iShares Lifepath Fund Portfolio obtained a 6.96% compound annual return, with a 5.83% standard deviation, in the last 10 years.

The Scott Burns Couch Potato Portfolio obtained a 9.41% compound annual return, with a 7.45% standard deviation, in the last 10 years.

Summary

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iShares Lifepath Fund Portfolio Scott Burns Couch Potato Portfolio
Risk Medium Medium
Asset Allocation Stocks 40.42% 50%
Fixed Income 59.58% 50%
Commodities 0% 0%
10 Years Stats Return +6.96% +9.41%
Std Dev 5.83% 7.45%
Max Drawdown -8.33% -10.72%

Last Update: 31 August 2020

Historical Returns

The examinated historical serie starts from January 2001

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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) MAX(*)
iShares Lifepath Fund Portfolio +1.93 +6.51 +7.59 +10.69 +7.16 +7.15 +6.96 +6.04
Scott Burns Couch Potato Portfolio +3.90 +9.74 +12.20 +15.34 +9.90 +9.22 +9.41 +6.95
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 2001.

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Year iShares Lifepath Fund Portfolio Scott Burns Couch Potato Portfolio
2020
+5.96% +9.41%
2019
+16.20% +19.51%
2018
-3.49% -3.32%
2017
+11.24% +12.07%
2016
+6.11% +8.75%
2015
-0.37% -0.70%
2014
+6.00% +8.07%
2013
+9.07% +12.48%
2012
+9.09% +11.42%
2011
+3.66% +7.12%
2010
+10.07% +11.78%
2009
+15.04% +18.92%
2008
-12.05% -18.47%
2007
+7.94% +8.64%
2006
+10.06% +7.99%
2005
+5.27% +4.40%
2004
+9.19% +10.53%
2003
+16.31% +19.38%
2002
-1.88% -1.93%
2001
-0.13% -1.68%
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