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
Drawdowns
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% |