Last Update: 31 December 2022

The Scott Burns Margaritaville Portfolio obtained a 7.34% compound annual return, with a 10.74% standard deviation, in the last 30 Years.

The David Swensen Yale Endowment Portfolio obtained a 8.32% compound annual return, with a 10.75% standard deviation, in the last 30 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%
30 Years Stats Return +7.34% +8.32%
Std Dev 10.74% 10.75%
Max Drawdown -38.70% -39.48%

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 Margaritaville Portfolio -3.13 -0.16 -16.10 +4.04 +5.89 +7.34 +8.95
David Swensen Yale Endowment Portfolio -3.81 -2.77 -21.08 +3.64 +6.24 +8.32 +9.68
(*) Returns over 1 year are annualized

Capital Growth as of Dec 31, 2022

Scott Burns Margaritaville Portfolio: an investment of 1000$, since January 1993, now would be worth 8374.93$, with a total return of 737.49% (7.34% annualized).

David Swensen Yale Endowment Portfolio: an investment of 1000$, since January 1993, now would be worth 10993.70$, with a total return of 999.37% (8.32% annualized).

Scott Burns Margaritaville Portfolio: an investment of 1000$, since January 1985, now would be worth 25959.64$, with a total return of 2495.96% (8.95% annualized).

David Swensen Yale Endowment Portfolio: an investment of 1000$, since January 1985, now would be worth 33522.44$, with a total return of 3252.24% (9.68% annualized).

Drawdowns

Drawdown comparison chart since December 1992.

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Scott Burns Margaritaville Portfolio
David Swensen Yale Endowment Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-39.48% Nov 2007 Feb 2009
-38.70% Nov 2007 Feb 2009
-25.53% Jan 2022 Sep 2022
-22.41% Apr 2000 Sep 2002
-21.96% Jan 2022 Sep 2022
-14.40% Jan 2020 Mar 2020
-13.19% Feb 2020 Mar 2020
-12.82% May 2011 Sep 2011
-10.80% Sep 2000 Sep 2002
-10.52% Apr 1998 Aug 1998
-9.97% Feb 2018 Dec 2018
-9.72% Jul 1998 Aug 1998
-9.68% May 2015 Feb 2016
-8.80% Feb 1994 Nov 1994
-8.65% May 2011 Sep 2011
-8.51% Sep 2018 Dec 2018
-7.23% Mar 2015 Sep 2015
-6.27% Apr 2004 Apr 2004
-5.67% Apr 2012 May 2012
-5.66% May 2013 Aug 2013

Drawdown comparison chart since January 1985.

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Scott Burns Margaritaville Portfolio
David Swensen Yale Endowment Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-39.48% Nov 2007 Feb 2009
-38.70% Nov 2007 Feb 2009
-25.53% Jan 2022 Sep 2022
-22.41% Apr 2000 Sep 2002
-21.96% Jan 2022 Sep 2022
-16.33% Sep 1987 Nov 1987
-15.03% Sep 1987 Nov 1987
-14.53% Jan 1990 Sep 1990
-14.40% Jan 2020 Mar 2020
-13.67% Jan 1990 Sep 1990
-13.19% Feb 2020 Mar 2020
-12.82% May 2011 Sep 2011
-10.80% Sep 2000 Sep 2002
-10.52% Apr 1998 Aug 1998
-9.97% Feb 2018 Dec 2018
-9.72% Jul 1998 Aug 1998
-9.68% May 2015 Feb 2016
-8.80% Feb 1994 Nov 1994
-8.65% May 2011 Sep 2011
-8.51% Sep 2018 Dec 2018

Yearly Returns

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

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Year Scott Burns Margaritaville Portfolio David Swensen Yale Endowment Portfolio
2022
-16.10% -21.08%
2021
+13.33% +17.53%
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%
1994
+1.10% -3.27%
1993
+18.69% +21.51%
1992
+1.10% +5.31%
1991
+20.28% +29.27%
1990
-7.54% -6.61%
1989
+19.01% +22.10%
1988
+16.51% +15.93%
1987
+10.87% +1.82%
1986
+31.94% +25.68%
1985
+35.93% +32.42%
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