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
| 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
| 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 |
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.
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.
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.
| 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% |