Last Update: 31 August 2021

The Larry Swedroe Larry Portfolio obtained a 4.8% compound annual return, with a 4.36% standard deviation, in the last 10 years.

The Scott Burns Couch Potato Portfolio obtained a 9.78% compound annual return, with a 7.52% standard deviation, in the last 10 years.

Summary

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Larry Swedroe Larry Portfolio Scott Burns Couch Potato Portfolio
Risk Medium Medium
Asset Allocation Stocks 30% 50%
Fixed Income 70% 50%
Commodities 0% 0%
10 Years Stats Return +4.80% +9.78%
Std Dev 4.36% 7.52%
Max Drawdown -5.39% -10.72%

Last Update: 31 August 2021

Historical Returns

The examinated historical serie starts from January 1995

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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) MAX(*)
Larry Swedroe Larry Portfolio +0.46 -0.33 +2.55 +10.28 +5.78 +5.19 +4.80 +7.06
Scott Burns Couch Potato Portfolio +1.44 +5.35 +11.52 +18.98 +12.67 +11.29 +9.78 +9.15
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 1995.

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Year Larry Swedroe Larry Portfolio Scott Burns Couch Potato Portfolio
2021
+4.79% +12.29%
2020
+6.44% +15.93%
2019
+10.64% +19.51%
2018
-3.54% -3.32%
2017
+7.74% +12.07%
2016
+6.87% +8.75%
2015
-0.54% -0.70%
2014
+2.38% +8.07%
2013
+6.31% +12.48%
2012
+7.27% +11.42%
2011
+3.23% +7.12%
2010
+10.82% +11.78%
2009
+10.12% +18.92%
2008
-2.44% -18.47%
2007
+8.99% +8.64%
2006
+9.57% +7.99%
2005
+6.71% +4.40%
2004
+10.23% +10.53%
2003
+16.93% +19.38%
2002
+7.68% -1.93%
2001
+6.47% -1.68%
2000
+10.81% +3.54%
1999
+4.08% +9.67%
1998
+6.06% +16.26%
1997
+8.62% +21.85%
1996
+5.81% +11.14%
1995
+18.99% +29.40%
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