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 Betterment Robo Advisor 50 Portfolio obtained a 7.53% compound annual return, with a 9.19% standard deviation, in the last 30 Years.

Summary

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Scott Burns Four Square Portfolio Betterment Robo Advisor 50 Portfolio
Risk Medium Medium
Asset Allocation Stocks 50% 49.9%
Fixed Income 50% 50.1%
Commodities 0% 0%
30 Years Stats Return +6.85% +7.53%
Std Dev 8.35% 9.19%
Max Drawdown -29.95% -30.72%

Last Update: 31 December 2022

Historical Returns as of Dec 31, 2022

Comparison period starts from January 1985

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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 +8.46
Betterment Robo Advisor 50 Portfolio -2.81 +0.19 -14.79 +2.28 +4.67 +7.53 +9.10
(*) 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).

Betterment Robo Advisor 50 Portfolio: an investment of 1000$, since January 1993, now would be worth 8825.22$, with a total return of 782.52% (7.53% 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).

Betterment Robo Advisor 50 Portfolio: an investment of 1000$, since January 1985, now would be worth 27376.57$, with a total return of 2637.66% (9.10% annualized).

Drawdowns

Drawdown comparison chart since December 1992.

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Scott Burns Four Square Portfolio
Betterment Robo Advisor 50 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-30.72% Nov 2007 Feb 2009
-29.95% Nov 2007 Feb 2009
-20.25% Jan 2022 Sep 2022
-19.67% Jan 2022 Sep 2022
-13.31% Jan 2020 Mar 2020
-12.79% May 1998 Aug 1998
-11.74% Sep 2000 Sep 2002
-10.98% Feb 2020 Mar 2020
-10.86% May 2002 Sep 2002
-9.49% May 2011 Sep 2011
-8.76% May 2011 Sep 2011
-8.54% Feb 2001 Sep 2001
-7.45% Feb 2018 Dec 2018
-7.31% Feb 1994 Jun 1994
-7.06% May 2015 Jan 2016
-6.76% May 2015 Jan 2016
-6.72% Feb 2018 Dec 2018
-6.72% Jul 1998 Aug 1998
-5.70% Feb 1994 Jun 1994
-5.51% May 2010 Jun 2010

Drawdown comparison chart since January 1985.

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Scott Burns Four Square Portfolio
Betterment Robo Advisor 50 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-30.72% Nov 2007 Feb 2009
-29.95% Nov 2007 Feb 2009
-20.25% Jan 2022 Sep 2022
-19.67% Jan 2022 Sep 2022
-14.26% Sep 1987 Nov 1987
-13.31% Jan 2020 Mar 2020
-12.79% May 1998 Aug 1998
-11.74% Sep 2000 Sep 2002
-11.61% Aug 1990 Sep 1990
-11.32% Sep 1987 Nov 1987
-10.98% Feb 2020 Mar 2020
-10.86% May 2002 Sep 2002
-10.77% Jan 1990 Sep 1990
-9.49% May 2011 Sep 2011
-8.76% May 2011 Sep 2011
-8.54% Feb 2001 Sep 2001
-7.55% Jan 1990 Apr 1990
-7.45% Feb 2018 Dec 2018
-7.31% Feb 1994 Jun 1994
-7.06% May 2015 Jan 2016

Yearly Returns

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

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Year Scott Burns Four Square Portfolio Betterment Robo Advisor 50 Portfolio
2022
-15.24% -14.79%
2021
+9.33% +7.95%
2020
+11.91% +9.50%
2019
+17.18% +17.41%
2018
-4.50% -5.36%
2017
+13.48% +14.19%
2016
+6.76% +8.00%
2015
-1.25% -1.55%
2014
+5.08% +5.47%
2013
+9.58% +10.19%
2012
+12.82% +13.19%
2011
+2.20% +1.17%
2010
+10.97% +11.61%
2009
+22.68% +23.06%
2008
-20.68% -19.44%
2007
+9.45% +8.19%
2006
+11.39% +13.22%
2005
+7.34% +9.54%
2004
+12.00% +12.75%
2003
+20.76% +24.96%
2002
-2.42% -2.56%
2001
-3.17% +1.49%
2000
+0.17% +1.53%
1999
+12.39% +17.87%
1998
+16.31% +8.83%
1997
+9.52% +10.06%
1996
+7.91% +13.19%
1995
+21.01% +20.93%
1994
-0.99% -3.66%
1993
+18.18% +24.85%
1992
+3.74% +5.53%
1991
+20.47% +30.42%
1990
-3.87% -2.59%
1989
+16.96% +24.37%
1988
+14.57% +16.22%
1987
+9.08% +0.64%
1986
+28.18% +21.70%
1985
+33.22% +30.70%
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