Last Update: 31 July 2022

The Rob Arnott Portfolio obtained a 7.10% compound annual return, with a 6.78% 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

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Rob Arnott Portfolio Scott Burns Couch Potato Portfolio
Risk Medium Medium
Asset Allocation Stocks 30% 50%
Fixed Income 60% 50%
Commodities 10% 0%
30 Years Stats Return +7.10% +8.34%
Std Dev 6.78% 8.38%
Max Drawdown -24.27% -27.04%

Last Update: 31 July 2022

Historical Returns as of Jul 31, 2022

Comparison period starts from June 1991

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
Rob Arnott Portfolio +3.77 -5.71 -5.73 +5.12 +4.56 +7.10 +7.25
Scott Burns Couch Potato Portfolio +6.64 -5.72 -5.48 +8.16 +7.83 +8.34 +8.55
(*) Returns over 1 year are annualized

Capital Growth as of Jul 31, 2022

Rob Arnott Portfolio: an investment of 1000$, since August 1992, now would be worth 7818.93$, with a total return of 681.89% (7.10% 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).

Rob Arnott Portfolio: an investment of 1000$, since June 1991, now would be worth 8867.70$, with a total return of 786.77% (7.25% 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.

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Rob Arnott Portfolio
Scott Burns Couch Potato Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-27.04% Nov 2007 Feb 2009
-24.27% Jun 2008 Feb 2009
-15.18% Jan 2022 Jun 2022
-11.39% Jan 2022 Jun 2022
-10.72% Feb 2020 Mar 2020
-10.30% Sep 2000 Sep 2002
-8.78% Feb 1994 Jun 1994
-8.72% Feb 2020 Mar 2020
-8.06% Sep 2018 Dec 2018
-8.06% Jul 1998 Aug 1998
-7.37% Feb 1994 Nov 1994
-6.25% May 2011 Sep 2011
-6.23% Mar 2015 Jan 2016
-6.09% May 2010 Jun 2010
-5.66% May 2013 Jun 2013
-5.47% Mar 2015 Sep 2015
-4.84% Sep 2018 Dec 2018
-4.70% Apr 2004 Apr 2004
-4.60% Apr 2000 May 2000
-4.10% Jul 1998 Aug 1998

Drawdown comparison chart since June 1991.

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Rob Arnott Portfolio
Scott Burns Couch Potato Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-27.04% Nov 2007 Feb 2009
-24.27% Jun 2008 Feb 2009
-15.18% Jan 2022 Jun 2022
-11.39% Jan 2022 Jun 2022
-10.72% Feb 2020 Mar 2020
-10.30% Sep 2000 Sep 2002
-8.78% Feb 1994 Jun 1994
-8.72% Feb 2020 Mar 2020
-8.06% Sep 2018 Dec 2018
-8.06% Jul 1998 Aug 1998
-7.37% Feb 1994 Nov 1994
-6.25% May 2011 Sep 2011
-6.23% Mar 2015 Jan 2016
-6.09% May 2010 Jun 2010
-5.66% May 2013 Jun 2013
-5.47% Mar 2015 Sep 2015
-4.84% Sep 2018 Dec 2018
-4.70% Apr 2004 Apr 2004
-4.60% Apr 2000 May 2000
-4.10% Jul 1998 Aug 1998

Yearly Returns

Yearly return comparison. Common historical serie start from June 1991.

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Year Rob Arnott Portfolio Scott Burns Couch Potato Portfolio
2022
-8.05% -9.54%
2021
+11.04% +15.67%
2020
+7.98% +15.93%
2019
+16.67% +19.51%
2018
-4.12% -3.32%
2017
+9.02% +12.07%
2016
+7.14% +8.75%
2015
-3.26% -0.70%
2014
+7.59% +8.07%
2013
+1.41% +12.48%
2012
+10.55% +11.42%
2011
+7.73% +7.12%
2010
+11.89% +11.78%
2009
+14.59% +18.92%
2008
-11.48% -18.47%
2007
+7.64% +8.64%
2006
+8.97% +7.99%
2005
+7.74% +4.40%
2004
+11.93% +10.53%
2003
+17.00% +19.38%
2002
+8.16% -1.93%
2001
+0.06% -1.68%
2000
+12.87% +3.54%
1999
+7.22% +9.67%
1998
+6.53% +16.26%
1997
+7.20% +21.85%
1996
+11.02% +11.14%
1995
+21.23% +29.40%
1994
-2.84% -3.21%
1993
+13.77% +13.19%
1992
+6.56% +8.92%
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