Last Update: 31 August 2021

The Scott Burns Margaritaville Portfolio obtained a 8.98% compound annual return, with a 9.56% standard deviation, in the last 10 years.

The David Swensen Yale Endowment Portfolio obtained a 10.17% compound annual return, with a 9.11% standard deviation, in the last 10 years.

Summary

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Scott Burns Margaritaville Portfolio David Swensen Yale Endowment Portfolio
Risk High High
Asset Allocation Stocks 67% 70%
Fixed Income 33% 30%
Commodities 0% 0%
10 Years Stats Return +8.98% +10.17%
Std Dev 9.56% 9.11%
Max Drawdown -14.40% -13.19%

Last Update: 31 August 2021

Historical Returns

The examinated historical serie starts from January 1995

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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) MAX(*)
Scott Burns Margaritaville Portfolio +1.48 +3.43 +10.14 +21.21 +11.78 +11.06 +8.98 +8.21
David Swensen Yale Endowment Portfolio +1.58 +5.71 +13.48 +21.95 +12.72 +10.53 +10.17 +9.59
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 1995.

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Year Scott Burns Margaritaville Portfolio David Swensen Yale Endowment Portfolio
2021
+11.57% +13.93%
2020
+14.40% +12.03%
2019
+20.39% +22.65%
2018
-6.92% -6.20%
2017
+17.22% +14.99%
2016
+7.53% +7.39%
2015
-2.03% -0.81%
2014
+3.95% +13.38%
2013
+13.25% +10.31%
2012
+13.94% +13.55%
2011
+0.08% +6.31%
2010
+11.85% +15.25%
2009
+25.18% +20.32%
2008
-26.90% -21.94%
2007
+10.88% +4.98%
2006
+14.22% +17.42%
2005
+8.11% +9.62%
2004
+13.95% +16.80%
2003
+26.41% +26.48%
2002
-6.46% -3.11%
2001
-7.87% -2.47%
2000
-2.92% +4.18%
1999
+16.49% +13.14%
1998
+16.12% +8.63%
1997
+14.48% +16.00%
1996
+9.11% +14.56%
1995
+21.08% +21.75%
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