Last Update: 31 July 2022
The iShares Lifepath Fund Portfolio obtained a 6.81% compound annual return, with a 6.59% standard deviation, in the last 30 Years.
The Scott Burns Couch Potato Portfolio obtained a 8.34% compound annual return, with a 8.38% standard deviation, in the last 30 Years.
Summary
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 | +6.81% | +8.34% |
Std Dev | 6.59% | 8.38% | |
Max Drawdown | -21.23% | -27.04% |
Last Update: 31 July 2022
Historical Returns as of Jul 31, 2022
Comparison period starts from June 1991
1M | 6M | 1Y | 5Y(*) | 10Y(*) | 30Y(*) | MAX(*) | |
---|---|---|---|---|---|---|---|
iShares Lifepath Fund Portfolio | +4.39 | -7.29 | -8.60 | +4.76 | +5.47 | +6.81 | +6.90 |
Scott Burns Couch Potato Portfolio | +6.64 | -5.72 | -5.48 | +8.16 | +7.83 | +8.34 | +8.55 |
Capital Growth as of Jul 31, 2022
iShares Lifepath Fund Portfolio: an investment of 1000$, since August 1992, now would be worth 7224.44$, with a total return of 622.44% (6.81% annualized).
Scott Burns Couch Potato Portfolio: an investment of 1000$, since August 1992, now would be worth 11066.44$, with a total return of 1006.64% (8.34% annualized).
iShares Lifepath Fund Portfolio: an investment of 1000$, since June 1991, now would be worth 8010.51$, with a total return of 701.05% (6.90% annualized).
Scott Burns Couch Potato Portfolio: an investment of 1000$, since June 1991, now would be worth 12897.96$, with a total return of 1189.80% (8.55% annualized).
Drawdowns
Drawdown comparison chart since July 1992.
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 | |||
-15.18% | Jan 2022 | Jun 2022 | |||
-14.06% | Jan 2022 | Jun 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 June 1991.
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 | |||
-15.18% | Jan 2022 | Jun 2022 | |||
-14.06% | Jan 2022 | Jun 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 |
Yearly Returns
Yearly return comparison. Common historical serie start from June 1991.
Year | iShares Lifepath Fund Portfolio | Scott Burns Couch Potato Portfolio |
---|---|---|
2022 |
-10.28% | -9.54% |
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% |