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
| 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
| 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 |
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.
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.
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.
| 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% |