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
| 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
| 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 |
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.
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.
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.
| 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% |