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% |