Last Update: 31 December 2022

The iShares Lifepath Fund Portfolio obtained a 6.51% compound annual return, with a 6.82% 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

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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%
30 Years Stats Return +6.51% +7.89%
Std Dev 6.82% 8.62%
Max Drawdown -21.23% -27.04%

Last Update: 31 December 2022

Historical Returns as of Dec 31, 2022

Comparison period starts from January 1985

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
iShares Lifepath Fund Portfolio -2.40 -1.27 -15.14 +2.77 +4.54 +6.51 +7.96
Scott Burns Couch Potato Portfolio -3.55 -1.33 -16.31 +5.34 +6.67 +7.89 +9.15
(*) Returns over 1 year are annualized

Capital Growth as of Dec 31, 2022

iShares Lifepath Fund Portfolio: an investment of 1000$, since January 1993, now would be worth 6626.51$, with a total return of 562.65% (6.51% 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).

iShares Lifepath Fund Portfolio: an investment of 1000$, since January 1985, now would be worth 18367.95$, with a total return of 1736.79% (7.96% 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.

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iShares Lifepath Fund Portfolio
Scott Burns Couch Potato Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-27.04% Nov 2007 Feb 2009
-21.23% Nov 2007 Feb 2009
-19.77% Jan 2022 Sep 2022
-18.92% Jan 2022 Sep 2022
-10.72% Feb 2020 Mar 2020
-10.30% Sep 2000 Sep 2002
-8.78% Feb 1994 Jun 1994
-8.33% Feb 2020 Mar 2020
-8.06% Sep 2018 Dec 2018
-8.06% Jul 1998 Aug 1998
-7.15% Feb 2001 Sep 2002
-6.25% May 2011 Sep 2011
-6.09% May 2010 Jun 2010
-5.64% May 2011 Sep 2011
-5.47% Mar 2015 Sep 2015
-5.36% Jul 1998 Aug 1998
-5.27% Sep 2018 Dec 2018
-4.89% Feb 1994 Jun 1994
-4.60% Apr 2000 May 2000
-4.45% May 2015 Sep 2015

Drawdown comparison chart since January 1985.

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iShares Lifepath Fund Portfolio
Scott Burns Couch Potato Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-27.04% Nov 2007 Feb 2009
-21.23% Nov 2007 Feb 2009
-19.77% Jan 2022 Sep 2022
-18.92% Jan 2022 Sep 2022
-16.03% Sep 1987 Nov 1987
-10.86% Sep 1987 Nov 1987
-10.72% Feb 2020 Mar 2020
-10.30% Sep 2000 Sep 2002
-8.78% Feb 1994 Jun 1994
-8.33% Feb 2020 Mar 2020
-8.06% Sep 2018 Dec 2018
-8.06% Jul 1998 Aug 1998
-7.58% Aug 1990 Sep 1990
-7.15% Feb 2001 Sep 2002
-7.10% Aug 1990 Sep 1990
-6.25% May 2011 Sep 2011
-6.09% May 2010 Jun 2010
-5.78% Jan 1990 Apr 1990
-5.64% May 2011 Sep 2011
-5.55% Sep 1986 Sep 1986

Yearly Returns

Yearly return comparison. Common historical serie start from January 1985.

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Year iShares Lifepath Fund Portfolio Scott Burns Couch Potato Portfolio
2022
-15.14% -16.31%
2021
+8.05% +15.67%
2020
+11.47% +15.93%
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%
2000
+3.22% +3.54%
1999
+8.91% +9.67%
1998
+13.44% +16.26%
1997
+14.26% +21.85%
1996
+8.55% +11.14%
1995
+21.33% +29.40%
1994
-0.37% -3.21%
1993
+13.45% +13.19%
1992
+4.84% +8.92%
1991
+19.41% +25.50%
1990
+0.16% +1.06%
1989
+17.85% +21.95%
1988
+12.45% +11.91%
1987
+5.68% +1.19%
1986
+22.44% +16.48%
1985
+28.90% +28.66%
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