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
Drawdowns
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% |