Last Update: 31 December 2022

The Scott Burns Four Square Portfolio obtained a 6.85% compound annual return, with a 8.35% standard deviation, in the last 30 Years.

The Bill Bernstein Sheltered Sam 50/50 Portfolio obtained a 7.02% compound annual return, with a 7.71% standard deviation, in the last 30 Years.

Summary

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Scott Burns Four Square Portfolio Bill Bernstein Sheltered Sam 50/50 Portfolio
Risk Medium Medium
Asset Allocation Stocks 50% 48.5%
Fixed Income 50% 50%
Commodities 0% 1.5%
30 Years Stats Return +6.85% +7.02%
Std Dev 8.35% 7.71%
Max Drawdown -29.95% -28.23%

Last Update: 31 December 2022

Historical Returns as of Dec 31, 2022

Comparison period starts from January 1985

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
Scott Burns Four Square Portfolio -3.01 -0.99 -15.24 +3.02 +4.80 +6.85 +8.46
Bill Bernstein Sheltered Sam 50/50 Portfolio -2.19 +0.41 -10.08 +3.66 +5.10 +7.02 +8.42
(*) Returns over 1 year are annualized

Capital Growth as of Dec 31, 2022

Scott Burns Four Square Portfolio: an investment of 1000$, since January 1993, now would be worth 7294.44$, with a total return of 629.44% (6.85% annualized).

Bill Bernstein Sheltered Sam 50/50 Portfolio: an investment of 1000$, since January 1993, now would be worth 7663.69$, with a total return of 666.37% (7.02% annualized).

Scott Burns Four Square Portfolio: an investment of 1000$, since January 1985, now would be worth 21875.16$, with a total return of 2087.52% (8.46% annualized).

Bill Bernstein Sheltered Sam 50/50 Portfolio: an investment of 1000$, since January 1985, now would be worth 21577.51$, with a total return of 2057.75% (8.42% annualized).

Drawdowns

Drawdown comparison chart since December 1992.

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Scott Burns Four Square Portfolio
Bill Bernstein Sheltered Sam 50/50 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-29.95% Nov 2007 Feb 2009
-28.23% Nov 2007 Feb 2009
-19.67% Jan 2022 Sep 2022
-15.17% Jan 2022 Sep 2022
-11.74% Sep 2000 Sep 2002
-11.63% Jan 2020 Mar 2020
-10.98% Feb 2020 Mar 2020
-8.99% May 2011 Sep 2011
-8.76% May 2011 Sep 2011
-8.55% May 1998 Aug 1998
-7.79% Jun 2002 Sep 2002
-6.76% May 2015 Jan 2016
-6.72% Feb 2018 Dec 2018
-6.72% Jul 1998 Aug 1998
-6.63% Sep 2018 Dec 2018
-5.96% Feb 1994 Jun 1994
-5.70% Feb 1994 Jun 1994
-5.55% Feb 2001 Sep 2001
-5.30% Jun 2015 Jan 2016
-4.32% May 2013 Jun 2013

Drawdown comparison chart since January 1985.

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Scott Burns Four Square Portfolio
Bill Bernstein Sheltered Sam 50/50 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-29.95% Nov 2007 Feb 2009
-28.23% Nov 2007 Feb 2009
-19.67% Jan 2022 Sep 2022
-15.17% Jan 2022 Sep 2022
-13.42% Sep 1987 Nov 1987
-11.74% Sep 2000 Sep 2002
-11.63% Jan 2020 Mar 2020
-11.32% Sep 1987 Nov 1987
-10.98% Feb 2020 Mar 2020
-10.77% Jan 1990 Sep 1990
-8.99% May 2011 Sep 2011
-8.76% May 2011 Sep 2011
-8.55% May 1998 Aug 1998
-7.88% Aug 1990 Sep 1990
-7.79% Jun 2002 Sep 2002
-6.76% May 2015 Jan 2016
-6.72% Feb 2018 Dec 2018
-6.72% Jul 1998 Aug 1998
-6.63% Sep 2018 Dec 2018
-5.96% Feb 1994 Jun 1994

Yearly Returns

Yearly return comparison. Common historical serie start from January 1985.

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Year Scott Burns Four Square Portfolio Bill Bernstein Sheltered Sam 50/50 Portfolio
2022
-15.24% -10.08%
2021
+9.33% +12.55%
2020
+11.91% +7.04%
2019
+17.18% +15.24%
2018
-4.50% -4.12%
2017
+13.48% +9.70%
2016
+6.76% +8.66%
2015
-1.25% -1.51%
2014
+5.08% +5.32%
2013
+9.58% +11.17%
2012
+12.82% +9.72%
2011
+2.20% +2.12%
2010
+10.97% +10.93%
2009
+22.68% +16.09%
2008
-20.68% -16.49%
2007
+9.45% +5.90%
2006
+11.39% +12.64%
2005
+7.34% +6.50%
2004
+12.00% +11.37%
2003
+20.76% +20.88%
2002
-2.42% -0.98%
2001
-3.17% +1.33%
2000
+0.17% +7.28%
1999
+12.39% +8.35%
1998
+16.31% +8.46%
1997
+9.52% +14.60%
1996
+7.91% +11.34%
1995
+21.01% +21.19%
1994
-0.99% -1.95%
1993
+18.18% +17.86%
1992
+3.74% +8.64%
1991
+20.47% +23.09%
1990
-3.87% -1.30%
1989
+16.96% +19.77%
1988
+14.57% +13.45%
1987
+9.08% +3.26%
1986
+28.18% +19.83%
1985
+33.22% +26.90%
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