Last Update: 31 August 2020

The Scott Burns Margaritaville Portfolio obtained a 8.29% compound annual return, with a 9.68% standard deviation, in the last 10 years.

The David Swensen Yale Endowment Portfolio obtained a 9.37% compound annual return, with a 8.99% 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 +8.29% +9.37%
Std Dev 9.68% 8.99%
Max Drawdown -14.40% -13.19%

Last Update: 31 August 2020

Historical Returns

The examinated historical serie starts from January 2001

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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) MAX(*)
Scott Burns Margaritaville Portfolio +4.09 +10.84 +10.78 +13.27 +7.61 +8.28 +8.29 +6.42
David Swensen Yale Endowment Portfolio +2.23 +8.81 +7.85 +9.79 +8.00 +8.80 +9.37 +8.01
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 2001.

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Year Scott Burns Margaritaville Portfolio David Swensen Yale Endowment Portfolio
2020
+5.29% +4.66%
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%
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