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 Credit Suisse Global Market Portfolio obtained a 7.15% compound annual return, with a 8.04% standard deviation, in the last 30 Years.

Summary

Swipe left to see all data
Scott Burns Four Square Portfolio Credit Suisse Global Market Portfolio
Risk Medium Medium
Asset Allocation Stocks 50% 45%
Fixed Income 50% 55%
Commodities 0% 0%
30 Years Stats Return +6.85% +7.15%
Std Dev 8.35% 8.04%
Max Drawdown -29.95% -25.90%

Last Update: 31 December 2022

Historical Returns as of Dec 31, 2022

Comparison period starts from January 1985

Swipe left to see all data
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
Credit Suisse Global Market Portfolio -3.08 -2.63 -19.25 +2.01 +4.45 +7.15 +8.77
(*) 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).

Credit Suisse Global Market Portfolio: an investment of 1000$, since January 1993, now would be worth 7946.54$, with a total return of 694.65% (7.15% 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).

Credit Suisse Global Market Portfolio: an investment of 1000$, since January 1985, now would be worth 24410.95$, with a total return of 2341.10% (8.77% annualized).

Drawdowns

Drawdown comparison chart since December 1992.

Swipe left to see all data
Scott Burns Four Square Portfolio
Credit Suisse Global Market Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-29.95% Nov 2007 Feb 2009
-25.90% Nov 2007 Feb 2009
-23.10% Jan 2022 Sep 2022
-19.67% Jan 2022 Sep 2022
-11.74% Sep 2000 Sep 2002
-10.98% Feb 2020 Mar 2020
-8.76% May 2011 Sep 2011
-8.34% Feb 2020 Mar 2020
-6.85% Feb 1994 Nov 1994
-6.76% May 2015 Jan 2016
-6.72% Feb 2018 Dec 2018
-6.72% Jul 1998 Aug 1998
-6.28% Feb 2001 Sep 2001
-6.05% Mar 2015 Sep 2015
-6.00% Feb 2018 Dec 2018
-5.70% Feb 1994 Jun 1994
-5.62% Jul 1998 Aug 1998
-5.32% May 2013 Aug 2013
-4.41% Aug 2016 Nov 2016
-4.32% May 2013 Jun 2013

Drawdown comparison chart since January 1985.

Swipe left to see all data
Scott Burns Four Square Portfolio
Credit Suisse Global Market Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-29.95% Nov 2007 Feb 2009
-25.90% Nov 2007 Feb 2009
-23.10% Jan 2022 Sep 2022
-19.67% Jan 2022 Sep 2022
-11.74% Sep 2000 Sep 2002
-11.32% Sep 1987 Nov 1987
-11.04% Sep 1987 Nov 1987
-10.98% Feb 2020 Mar 2020
-10.77% Jan 1990 Sep 1990
-9.84% Aug 1990 Sep 1990
-8.76% May 2011 Sep 2011
-8.34% Feb 2020 Mar 2020
-7.84% Jan 1990 Apr 1990
-6.85% Feb 1994 Nov 1994
-6.76% May 2015 Jan 2016
-6.72% Feb 2018 Dec 2018
-6.72% Jul 1998 Aug 1998
-6.28% Feb 2001 Sep 2001
-6.05% Mar 2015 Sep 2015
-6.00% Feb 2018 Dec 2018

Yearly Returns

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

Swipe left to see all data
Year Scott Burns Four Square Portfolio Credit Suisse Global Market Portfolio
2022
-15.24% -19.25%
2021
+9.33% +7.49%
2020
+11.91% +12.06%
2019
+17.18% +19.24%
2018
-4.50% -4.76%
2017
+13.48% +13.93%
2016
+6.76% +6.49%
2015
-1.25% -1.54%
2014
+5.08% +10.70%
2013
+9.58% +5.77%
2012
+12.82% +12.25%
2011
+2.20% +6.64%
2010
+10.97% +11.92%
2009
+22.68% +17.08%
2008
-20.68% -12.93%
2007
+9.45% +7.60%
2006
+11.39% +12.00%
2005
+7.34% +7.92%
2004
+12.00% +11.74%
2003
+20.76% +19.38%
2002
-2.42% -0.18%
2001
-3.17% -0.30%
2000
+0.17% +2.79%
1999
+12.39% +9.76%
1998
+16.31% +13.06%
1997
+9.52% +10.21%
1996
+7.91% +8.88%
1995
+21.01% +21.92%
1994
-0.99% -3.16%
1993
+18.18% +20.70%
1992
+3.74% +4.18%
1991
+20.47% +25.49%
1990
-3.87% -1.53%
1989
+16.96% +21.42%
1988
+14.57% +14.53%
1987
+9.08% +3.66%
1986
+28.18% +25.89%
1985
+33.22% +31.49%
Share this page