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 Dynamic 40/60 Income Portfolio obtained a 6.99% compound annual return, with a 7.96% standard deviation, in the last 30 Years.

Summary

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Scott Burns Four Square Portfolio Dynamic 40/60 Income Portfolio
Risk Medium Medium
Asset Allocation Stocks 50% 40%
Fixed Income 50% 60%
Commodities 0% 0%
30 Years Stats Return +6.85% +6.99%
Std Dev 8.35% 7.96%
Max Drawdown -29.95% -29.84%

Last Update: 31 December 2022

Historical Returns as of Dec 31, 2022

Comparison period starts from January 1992

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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 +6.75
Dynamic 40/60 Income Portfolio -2.43 +0.38 -14.37 +2.12 +4.03 +6.99 +7.18
(*) 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).

Dynamic 40/60 Income Portfolio: an investment of 1000$, since January 1993, now would be worth 7591.09$, with a total return of 659.11% (6.99% annualized).

Scott Burns Four Square Portfolio: an investment of 1000$, since January 1992, now would be worth 7567.18$, with a total return of 656.72% (6.75% annualized).

Dynamic 40/60 Income Portfolio: an investment of 1000$, since January 1992, now would be worth 8574.21$, with a total return of 757.42% (7.18% annualized).

Drawdowns

Drawdown comparison chart since December 1992.

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Scott Burns Four Square Portfolio
Dynamic 40/60 Income Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-29.95% Nov 2007 Feb 2009
-29.84% Nov 2007 Feb 2009
-19.67% Jan 2022 Sep 2022
-17.33% Jan 2022 Sep 2022
-12.42% Feb 2020 Mar 2020
-11.74% Sep 2000 Sep 2002
-10.98% Feb 2020 Mar 2020
-9.38% May 1998 Aug 1998
-8.76% May 2011 Sep 2011
-7.19% Jun 2011 Sep 2011
-6.76% May 2015 Jan 2016
-6.73% May 2002 Jul 2002
-6.72% Feb 2018 Dec 2018
-6.72% Jul 1998 Aug 1998
-5.70% Feb 1994 Jun 1994
-5.36% Feb 1994 Jun 1994
-5.09% Oct 2018 Dec 2018
-4.32% May 2013 Jun 2013
-4.13% Apr 2000 May 2000
-4.13% Sep 2000 Nov 2000

Drawdown comparison chart since January 1992.

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Scott Burns Four Square Portfolio
Dynamic 40/60 Income Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-29.95% Nov 2007 Feb 2009
-29.84% Nov 2007 Feb 2009
-19.67% Jan 2022 Sep 2022
-17.33% Jan 2022 Sep 2022
-12.42% Feb 2020 Mar 2020
-11.74% Sep 2000 Sep 2002
-10.98% Feb 2020 Mar 2020
-9.38% May 1998 Aug 1998
-8.76% May 2011 Sep 2011
-7.19% Jun 2011 Sep 2011
-6.76% May 2015 Jan 2016
-6.73% May 2002 Jul 2002
-6.72% Feb 2018 Dec 2018
-6.72% Jul 1998 Aug 1998
-5.70% Feb 1994 Jun 1994
-5.36% Feb 1994 Jun 1994
-5.09% Oct 2018 Dec 2018
-4.82% Jan 1992 Mar 1992
-4.32% May 2013 Jun 2013
-4.13% Apr 2000 May 2000

Yearly Returns

Yearly return comparison. Common historical serie start from January 1992.

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Year Scott Burns Four Square Portfolio Dynamic 40/60 Income Portfolio
2022
-15.24% -14.37%
2021
+9.33% +6.72%
2020
+11.91% +8.28%
2019
+17.18% +15.91%
2018
-4.50% -3.18%
2017
+13.48% +9.18%
2016
+6.76% +7.53%
2015
-1.25% +0.21%
2014
+5.08% +7.01%
2013
+9.58% +6.13%
2012
+12.82% +12.70%
2011
+2.20% +2.96%
2010
+10.97% +11.25%
2009
+22.68% +22.37%
2008
-20.68% -14.80%
2007
+9.45% +0.88%
2006
+11.39% +9.18%
2005
+7.34% +5.23%
2004
+12.00% +8.41%
2003
+20.76% +21.64%
2002
-2.42% +1.03%
2001
-3.17% +8.71%
2000
+0.17% +3.43%
1999
+12.39% +11.02%
1998
+16.31% +6.04%
1997
+9.52% +16.36%
1996
+7.91% +16.81%
1995
+21.01% +23.17%
1994
-0.99% -3.19%
1993
+18.18% +14.73%
1992
+3.74% +12.95%
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