Scott Burns Five Fold vs Tyler Golden Butterfly Portfolio Comparison

Last Update: 29 February 2024

The Scott Burns Five Fold Portfolio obtained a 7.25% compound annual return, with a 9.75% standard deviation, in the last 30 Years.

The Tyler Golden Butterfly Portfolio obtained a 7.56% compound annual return, with a 7.73% standard deviation, in the last 30 Years.

Summary

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Scott Burns Five Fold Portfolio Tyler Golden Butterfly Portfolio
Portfolio Risk High High
Asset Allocation Stocks 60% 40%
Fixed Income 40% 40%
Commodities 0% 20%
30 Years Stats Return +7.25% +7.56%
Std Dev 9.75% 7.73%
Max Drawdown -37.94% -17.79%
All time Stats
(Since Jan 1985)
Return +8.88% +8.57%
Std Dev 9.64% 7.64%
Max Drawdown -37.94% -17.79%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1985

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1M 6M 1Y 5Y 10Y 30Y MAX
Scott Burns Five Fold Portfolio +1.77 +6.62 +10.77 +5.59 +5.50 +7.25 +8.88
Tyler Golden Butterfly Portfolio +1.11 +5.17 +7.94 +5.99 +5.42 +7.56 +8.57
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Scott Burns Five Fold Portfolio: an investment of 1$, since March 1994, now would be worth 8.15$, with a total return of 715.49% (7.25% annualized).

Tyler Golden Butterfly Portfolio: an investment of 1$, since March 1994, now would be worth 8.91$, with a total return of 790.58% (7.56% annualized).

Scott Burns Five Fold Portfolio: an investment of 1$, since January 1985, now would be worth 27.97$, with a total return of 2696.79% (8.88% annualized).

Tyler Golden Butterfly Portfolio: an investment of 1$, since January 1985, now would be worth 25.03$, with a total return of 2402.72% (8.57% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Scott Burns Five Fold Portfolio
Tyler Golden Butterfly Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-37.94% Nov 2007 Feb 2009 (16) Oct 2010 (36) 16.75
-21.60% Jan 2022 Sep 2022 (9) In progress (26) 12.65
-17.79% Jan 2022 Sep 2022 (9) In progress (26) 9.56
-14.81% Mar 2008 Feb 2009 (12) Sep 2009 (19) 7.24
-13.82% Feb 2020 Mar 2020 (2) Aug 2020 (7) 6.46
-10.32% May 2011 Sep 2011 (5) Jan 2012 (9) 4.28
-9.44% May 1998 Aug 1998 (4) Dec 1998 (8) 3.99
-8.29% Jul 1998 Aug 1998 (2) Nov 1998 (5) 3.98
-7.24% Jun 2002 Sep 2002 (4) May 2003 (12) 4.55
-7.16% Feb 2020 Mar 2020 (2) Jun 2020 (5) 3.10
-6.93% Sep 2018 Dec 2018 (4) Mar 2019 (7) 3.17
-6.86% Jun 2002 Jul 2002 (2) May 2003 (12) 4.25
-6.37% Sep 2018 Dec 2018 (4) Apr 2019 (8) 3.17
-6.31% Mar 2015 Sep 2015 (7) May 2016 (15) 3.29
-6.25% Feb 2015 Sep 2015 (8) Mar 2016 (14) 3.60
-6.22% Mar 1994 Nov 1994 (9) May 1995 (15) 3.60
-6.11% Feb 2001 Sep 2001 (8) Mar 2002 (14) 3.04
-5.45% May 2013 Aug 2013 (4) Oct 2013 (6) 3.24
-5.26% Apr 2004 Apr 2004 (1) Sep 2004 (6) 2.68
-4.99% Feb 2001 Mar 2001 (2) Dec 2001 (11) 2.05

Drawdown comparison chart since January 1985.

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Scott Burns Five Fold Portfolio
Tyler Golden Butterfly Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-37.94% Nov 2007 Feb 2009 (16) Oct 2010 (36) 16.75
-21.60% Jan 2022 Sep 2022 (9) In progress (26) 12.65
-17.79% Jan 2022 Sep 2022 (9) In progress (26) 9.56
-14.81% Mar 2008 Feb 2009 (12) Sep 2009 (19) 7.24
-13.82% Feb 2020 Mar 2020 (2) Aug 2020 (7) 6.46
-12.21% Jan 1990 Sep 1990 (9) Feb 1991 (14) 6.21
-11.82% Sep 1987 Nov 1987 (3) Jun 1988 (10) 5.91
-10.93% Sep 1987 Nov 1987 (3) Jan 1989 (17) 5.04
-10.32% May 2011 Sep 2011 (5) Jan 2012 (9) 4.28
-9.44% May 1998 Aug 1998 (4) Dec 1998 (8) 3.99
-8.29% Jul 1998 Aug 1998 (2) Nov 1998 (5) 3.98
-7.94% Jan 1990 Oct 1990 (10) Feb 1991 (14) 3.88
-7.79% Feb 1994 Nov 1994 (10) May 1995 (16) 4.90
-7.24% Jun 2002 Sep 2002 (4) May 2003 (12) 4.55
-7.16% Feb 2020 Mar 2020 (2) Jun 2020 (5) 3.10
-6.93% Sep 2018 Dec 2018 (4) Mar 2019 (7) 3.17
-6.86% Jun 2002 Jul 2002 (2) May 2003 (12) 4.25
-6.37% Sep 2018 Dec 2018 (4) Apr 2019 (8) 3.17
-6.31% Mar 2015 Sep 2015 (7) May 2016 (15) 3.29
-6.25% Feb 2015 Sep 2015 (8) Mar 2016 (14) 3.60

Yearly Returns

For each year, the following table provides the return and intra-year drawdown.
The highlighted returns represent the highest values for that specific year.
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Year Return Drawdown Return Drawdown
2024
+0.58%
-1.17%
-0.45%
-1.54%
2023
+13.15%
-7.82%
+11.98%
-8.07%
2022
-17.44%
-21.60%
-13.35%
-17.79%
2021
+15.57%
-3.25%
+9.35%
-2.45%
2020
+8.59%
-13.82%
+13.93%
-7.16%
2019
+19.52%
-1.92%
+18.03%
-1.83%
2018
-4.81%
-6.93%
-4.03%
-6.37%
2017
+11.77%
0.00%
+10.96%
-0.32%
2016
+7.13%
-3.39%
+10.82%
-3.36%
2015
-0.51%
-6.31%
-3.71%
-6.25%
2014
+10.14%
-3.22%
+9.13%
-3.27%
2013
+8.13%
-5.45%
+6.26%
-3.84%
2012
+13.78%
-4.08%
+8.84%
-2.43%
2011
+3.49%
-10.32%
+8.86%
-3.00%
2010
+14.45%
-6.47%
+16.54%
-2.77%
2009
+24.16%
-15.00%
+10.77%
-10.16%
2008
-23.95%
-30.12%
-4.18%
-13.53%
2007
+4.26%
-3.99%
+9.58%
-2.06%
2006
+16.17%
-2.07%
+12.44%
-2.71%
2005
+8.26%
-2.40%
+8.04%
-1.76%
2004
+15.75%
-5.26%
+9.88%
-4.36%
2003
+23.74%
-1.51%
+18.85%
-2.72%
2002
-1.18%
-7.24%
+3.15%
-6.86%
2001
-0.06%
-6.11%
+2.71%
-4.99%
2000
+5.40%
-3.85%
+6.88%
-3.64%
1999
+9.10%
-2.61%
+4.24%
-3.38%
1998
+9.78%
-8.29%
+8.03%
-9.44%
1997
+11.37%
-3.10%
+13.09%
-2.50%
1996
+13.09%
-1.17%
+8.18%
-2.60%
1995
+19.23%
-0.70%
+21.86%
-0.40%
1994
-2.47%
-7.79%
-1.98%
-4.64%
1993
+18.48%
-3.77%
+14.50%
-1.37%
1992
+5.91%
-3.73%
+9.15%
-1.58%
1991
+23.52%
-2.98%
+19.14%
-1.63%
1990
-6.16%
-12.21%
-2.51%
-7.94%
1989
+15.34%
-0.98%
+14.78%
-0.89%
1988
+14.35%
-1.86%
+9.18%
-1.64%
1987
+6.54%
-11.82%
+5.10%
-10.93%
1986
+26.37%
-3.02%
+17.75%
-2.42%
1985
+30.39%
-1.26%
+25.09%
-1.93%