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 Merrill Lynch Edge Select Moderate Portfolio obtained a 7.27% compound annual return, with a 8.77% standard deviation, in the last 30 Years.
Summary
Scott Burns Four Square Portfolio | Merrill Lynch Edge Select Moderate Portfolio | ||
---|---|---|---|
Risk | Medium | High | |
Asset Allocation | Stocks | 50% | 53% |
Fixed Income | 50% | 47% | |
Commodities | 0% | 0% | |
30 Years Stats | Return | +6.85% | +7.27% |
Std Dev | 8.35% | 8.77% | |
Max Drawdown | -29.95% | -29.58% |
Last Update: 31 December 2022
Historical Returns as of Dec 31, 2022
Comparison period starts from January 1985
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 |
Merrill Lynch Edge Select Moderate Portfolio | -3.00 | -0.45 | -16.06 | +3.65 | +5.76 | +7.27 | +8.88 |
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).
Merrill Lynch Edge Select Moderate Portfolio: an investment of 1000$, since January 1993, now would be worth 8214.61$, with a total return of 721.46% (7.27% 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).
Merrill Lynch Edge Select Moderate Portfolio: an investment of 1000$, since January 1985, now would be worth 25385.75$, with a total return of 2438.58% (8.88% annualized).
Drawdowns
Drawdown comparison chart since December 1992.
Scott Burns Four Square Portfolio |
Merrill Lynch Edge Select Moderate Portfolio |
||||
---|---|---|---|---|---|
Drawdown | Start | Bottom | Drawdown | Start | Bottom |
-29.95% | Nov 2007 | Feb 2009 | |||
-29.58% | Nov 2007 | Feb 2009 | |||
-20.56% | Jan 2022 | Sep 2022 | |||
-19.67% | Jan 2022 | Sep 2022 | |||
-15.42% | Sep 2000 | Sep 2002 | |||
-11.74% | Sep 2000 | Sep 2002 | |||
-10.98% | Feb 2020 | Mar 2020 | |||
-10.96% | Feb 2020 | Mar 2020 | |||
-9.65% | May 2011 | Sep 2011 | |||
-8.76% | May 2011 | Sep 2011 | |||
-7.97% | Jul 1998 | Aug 1998 | |||
-7.17% | Sep 2018 | Dec 2018 | |||
-6.76% | May 2015 | Jan 2016 | |||
-6.72% | Feb 2018 | Dec 2018 | |||
-6.72% | Jul 1998 | Aug 1998 | |||
-6.44% | May 2015 | Feb 2016 | |||
-5.89% | May 2010 | Jun 2010 | |||
-5.84% | Feb 1994 | Mar 1994 | |||
-5.70% | Feb 1994 | Jun 1994 | |||
-4.35% | Apr 2012 | May 2012 |
Drawdown comparison chart since January 1985.
Scott Burns Four Square Portfolio |
Merrill Lynch Edge Select Moderate Portfolio |
||||
---|---|---|---|---|---|
Drawdown | Start | Bottom | Drawdown | Start | Bottom |
-29.95% | Nov 2007 | Feb 2009 | |||
-29.58% | Nov 2007 | Feb 2009 | |||
-20.56% | Jan 2022 | Sep 2022 | |||
-19.67% | Jan 2022 | Sep 2022 | |||
-15.42% | Sep 2000 | Sep 2002 | |||
-15.26% | Sep 1987 | Nov 1987 | |||
-11.74% | Sep 2000 | Sep 2002 | |||
-11.32% | Sep 1987 | Nov 1987 | |||
-10.98% | Feb 2020 | Mar 2020 | |||
-10.96% | Feb 2020 | Mar 2020 | |||
-10.77% | Jan 1990 | Sep 1990 | |||
-10.40% | Aug 1990 | Sep 1990 | |||
-9.65% | May 2011 | Sep 2011 | |||
-8.76% | May 2011 | Sep 2011 | |||
-7.97% | Jul 1998 | Aug 1998 | |||
-7.17% | Sep 2018 | Dec 2018 | |||
-6.76% | May 2015 | Jan 2016 | |||
-6.72% | Feb 2018 | Dec 2018 | |||
-6.72% | Jul 1998 | Aug 1998 | |||
-6.44% | May 2015 | Feb 2016 |
Yearly Returns
Yearly return comparison. Common historical serie start from January 1985.
Year | Scott Burns Four Square Portfolio | Merrill Lynch Edge Select Moderate Portfolio |
---|---|---|
2022 |
-15.24% | -16.06% |
2021 |
+9.33% | +9.66% |
2020 |
+11.91% | +13.88% |
2019 |
+17.18% | +19.44% |
2018 |
-4.50% | -4.47% |
2017 |
+13.48% | +15.00% |
2016 |
+6.76% | +7.31% |
2015 |
-1.25% | -1.02% |
2014 |
+5.08% | +6.15% |
2013 |
+9.58% | +12.89% |
2012 |
+12.82% | +11.74% |
2011 |
+2.20% | +1.36% |
2010 |
+10.97% | +11.88% |
2009 |
+22.68% | +21.52% |
2008 |
-20.68% | -18.62% |
2007 |
+9.45% | +8.20% |
2006 |
+11.39% | +12.10% |
2005 |
+7.34% | +6.80% |
2004 |
+12.00% | +10.27% |
2003 |
+20.76% | +21.24% |
2002 |
-2.42% | -5.21% |
2001 |
-3.17% | -2.83% |
2000 |
+0.17% | -1.46% |
1999 |
+12.39% | +14.10% |
1998 |
+16.31% | +14.87% |
1997 |
+9.52% | +14.53% |
1996 |
+7.91% | +10.99% |
1995 |
+21.01% | +22.46% |
1994 |
-0.99% | -0.46% |
1993 |
+18.18% | +17.25% |
1992 |
+3.74% | +4.97% |
1991 |
+20.47% | +28.12% |
1990 |
-3.87% | -1.02% |
1989 |
+16.96% | +23.35% |
1988 |
+14.57% | +14.65% |
1987 |
+9.08% | +4.00% |
1986 |
+28.18% | +21.58% |
1985 |
+33.22% | +29.83% |