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 Stocks/Bonds 60/40 Portfolio obtained a 10.46% compound annual return, with a 8.27% standard deviation, in the last 10 years.
Summary
Swipe left to see all data
| 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 | +8.29% | +10.46% |
| Std Dev | 9.68% | 8.27% | |
| Max Drawdown | -14.40% | -12.29% | |
Last Update: 31 August 2020
Historical Returns
The examinated historical serie starts from January 2001
Swipe left to see all data
| 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 |
| Stocks/Bonds 60/40 Portfolio | +3.78 | +9.58 | +12.16 | +15.53 | +10.55 | +10.12 | +10.46 | +6.90 |
(*) annualized
Capital Growth
Drawdowns
Yearly Returns
Yearly return comparison. Common historical serie start from January 2001.
Swipe left to see all data
| Year | Scott Burns Margaritaville Portfolio | Stocks/Bonds 60/40 Portfolio |
|---|---|---|
| 2020 |
+5.29% | +8.39% |
| 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% |