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 Stocks/Bonds 60/40 Portfolio obtained a 11.06% compound annual return, with a 8.36% standard deviation, in the last 10 years.

Summary

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Scott Burns Margaritaville Portfolio Stocks/Bonds 60/40 Portfolio
Risk High High
Asset Allocation Stocks 67% 60%
Fixed Income 33% 40%
Commodities 0% 0%
10 Years Stats Return +8.98% +11.06%
Std Dev 9.56% 8.36%
Max Drawdown -14.40% -12.29%

Last Update: 31 August 2021

Historical Returns

The examinated historical serie starts from June 1991

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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 +8.18
Stocks/Bonds 60/40 Portfolio +1.76 +5.28 +11.21 +19.56 +13.13 +12.13 +11.06 +9.02
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from June 1991.

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Year Scott Burns Margaritaville Portfolio Stocks/Bonds 60/40 Portfolio
2021
+11.57% +12.01%
2020
+14.40% +15.70%
2019
+20.39% +21.94%
2018
-6.92% -3.17%
2017
+17.22% +14.15%
2016
+7.53% +8.71%
2015
-2.03% +0.44%
2014
+3.95% +9.85%
2013
+13.25% +19.23%
2012
+13.94% +11.13%
2011
+0.08% +3.75%
2010
+11.85% +12.93%
2009
+25.18% +18.79%
2008
-26.90% -19.44%
2007
+10.88% +5.99%
2006
+14.22% +11.12%
2005
+8.11% +4.74%
2004
+13.95% +9.37%
2003
+26.41% +20.04%
2002
-6.46% -8.98%
2001
-7.87% -3.21%
2000
-2.92% -1.79%
1999
+16.49% +13.98%
1998
+16.12% +17.39%
1997
+14.48% +22.37%
1996
+9.11% +14.01%
1995
+21.08% +28.74%
1994
+1.10% -1.16%
1993
+18.69% +10.25%
1992
+1.10% +8.32%
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