As of May 2026, in the previous 30 Years, the Scott Burns Seven Value Portfolio obtained a 8.29% compound annual return, with a 11.39% standard deviation. It suffered a maximum drawdown of -41.22% that required 39 months to be recovered.

As of May 2026, in the previous 30 Years, the Burton Malkiel Late Sixties and Beyond Portfolio obtained a 8.52% compound annual return, with a 11.78% standard deviation. It suffered a maximum drawdown of -41.80% that required 38 months to be recovered.

Book Cover: Mastering ETF Investing
LazyPortfolioETF.com Logo
Your practical guide to Building Wealth.
Master ETF Investing & maximize profits with Lazy Portfolios & Passive Strategies.
English Book Italian Book
Disclaimer: The simulations on this website are provided in good faith but should NOT be taken as investment advice. We are not liable for any errors or actions based on this information. The authors of the website are not affiliated with the portfolio creators, who are the sole owners of their intellectual property. The translation of asset allocations into ETFs is based on the interpretation of LazyPortfolioETF.com and may not exactly reflect the original intent of the portfolio creators. Content is for informational, educational, illustrative, and entertainment purposes only.

Table of contents

Asset Allocations and ETFs

The compared portfolios have the following asset allocations.

Scott Burns
Scott Burns Seven Value Portfolio
Weight
(%)		 Ticker Name
14.50
VTI
Vanguard Total Stock Market
14.25
XLE
Energy Select Sector SPDR Fund
14.25
VTV
Vanguard Value
14.25
VEU
Vanguard FTSE All-World ex-US
14.25
VNQ
Vanguard Real Estate
14.25
TIP
iShares TIPS Bond
14.25
BNDX
Vanguard Total International Bond
Burton Malkiel
Burton Malkiel Late Sixties and Beyond Portfolio
Weight
(%)		 Ticker Name
20.00
VTI
Vanguard Total Stock Market
16.00
VIG
Vanguard Dividend Appreciation
15.00
VNQ
Vanguard Real Estate
10.00
EEM
iShares MSCI Emerging Markets
10.00
EFA
iShares MSCI EAFE
10.00
BIL
SPDR Blmbg Barclays 1-3 Mth T-Bill
9.50
EMB
iShares JP Morgan USD Em Mkts Bd
9.50
LQD
iShares Investment Grade Corporate Bond

Portfolio Returns as of May 31, 2026

Return Comparison
Capital Growth
Inflation Adj:
Swipe left to see all data
Swipe left to see all data
Swipe left to see all data
Return (%) as of May 31, 2026
YTD
(5M) 		1M 6M 1Y 5Y 10Y 30Y MAX
(~41Y)
http://www.lazyportfolioetf.com/wp-content/lzp-assets/img/author/avatar_scott_burns.webp Seven Value
Scott Burns 		10.86 0.67 10.90 21.17 9.21 8.96 8.29 9.76
http://www.lazyportfolioetf.com/wp-content/lzp-assets/img/author/avatar_burton_malkiel.webp Late Sixties and Beyond
Burton Malkiel 		8.69 2.59 8.78 20.53 7.17 8.95 8.52 10.04
Returns over 1 year are annualized.

Portfolio Metrics as of May 31, 2026

The following metrics, updated as of 31 May 2026, provide an overview of performance and risk, with the best value in each row highlighted within the table.

METRIC COMPARISON
1Y
5Y
10Y
30Y
MAX
Period: ()
Swipe left to see all data
Seven Value Late Sixties and Beyond
Author Scott Burns Burton Malkiel
ASSET ALLOCATION
Stocks 71.5% 71%
Fixed Income 28.5% 29%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 21.17 20.53
Infl. Adjusted (%) 16.30 15.69
DRAWDOWN
Deepest Drawdown Depth (%) -2.23 -5.08
Start to Recovery (months) 2 2
Longest Drawdown Depth (%) -2.23 -5.08
Start to Recovery (months) 2 2
Longest Negative Period (months) 1 4
RISK INDICATORS
Standard Deviation (%) 6.46 8.89
Sharpe Ratio 2.68 1.87
Sortino Ratio 3.72 2.37
Ulcer Index 0.62 1.41
Ratio: Return / Standard Deviation 3.28 2.31
Ratio: Return / Deepest Drawdown 9.51 4.04
Metrics calculated over the period 1 June 2025 - 31 May 2026
Swipe left to see all data
Seven Value Late Sixties and Beyond
Author Scott Burns Burton Malkiel
ASSET ALLOCATION
Stocks 71.5% 71%
Fixed Income 28.5% 29%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 9.21 7.17
Infl. Adjusted (%) 4.54 2.59
DRAWDOWN
Deepest Drawdown Depth (%) -14.49 -22.44
Start to Recovery (months) 16 30
Longest Drawdown Depth (%) -14.49 -22.44
Start to Recovery (months) 16 30
Longest Negative Period (months) 24 32
RISK INDICATORS
Standard Deviation (%) 11.77 12.10
Sharpe Ratio 0.49 0.31
Sortino Ratio 0.66 0.42
Ulcer Index 3.38 8.17
Ratio: Return / Standard Deviation 0.78 0.59
Ratio: Return / Deepest Drawdown 0.64 0.32
Metrics calculated over the period 1 June 2021 - 31 May 2026
Swipe left to see all data
Seven Value Late Sixties and Beyond
Author Scott Burns Burton Malkiel
ASSET ALLOCATION
Stocks 71.5% 71%
Fixed Income 28.5% 29%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 8.96 8.95
Infl. Adjusted (%) 5.39 5.39
DRAWDOWN
Deepest Drawdown Depth (%) -20.44 -22.44
Start to Recovery (months) 12 30
Longest Drawdown Depth (%) -14.49 -22.44
Start to Recovery (months) 16 30
Longest Negative Period (months) 44 34
RISK INDICATORS
Standard Deviation (%) 11.78 11.41
Sharpe Ratio 0.58 0.59
Sortino Ratio 0.75 0.77
Ulcer Index 4.12 6.30
Ratio: Return / Standard Deviation 0.76 0.78
Ratio: Return / Deepest Drawdown 0.44 0.40
Metrics calculated over the period 1 June 2016 - 31 May 2026
Swipe left to see all data
Seven Value Late Sixties and Beyond
Author Scott Burns Burton Malkiel
ASSET ALLOCATION
Stocks 71.5% 71%
Fixed Income 28.5% 29%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 8.29 8.52
Infl. Adjusted (%) 5.59 5.81
DRAWDOWN
Deepest Drawdown Depth (%) -41.22 -41.80
Start to Recovery (months) 39 38
Longest Drawdown Depth (%) -41.22 -41.80
Start to Recovery (months) 39 38
Longest Negative Period (months) 60 62
RISK INDICATORS
Standard Deviation (%) 11.39 11.78
Sharpe Ratio 0.53 0.53
Sortino Ratio 0.69 0.69
Ulcer Index 7.31 7.72
Ratio: Return / Standard Deviation 0.73 0.72
Ratio: Return / Deepest Drawdown 0.20 0.20
Metrics calculated over the period 1 June 1996 - 31 May 2026
Swipe left to see all data
Seven Value Late Sixties and Beyond
Author Scott Burns Burton Malkiel
ASSET ALLOCATION
Stocks 71.5% 71%
Fixed Income 28.5% 29%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 9.76 10.04
Infl. Adjusted (%) 6.75 7.02
DRAWDOWN
Deepest Drawdown Depth (%) -41.22 -41.80
Start to Recovery (months) 39 38
Longest Drawdown Depth (%) -41.22 -41.80
Start to Recovery (months) 39 38
Longest Negative Period (months) 60 62
RISK INDICATORS
Standard Deviation (%) 10.91 11.50
Sharpe Ratio 0.60 0.60
Sortino Ratio 0.78 0.77
Ulcer Index 6.51 6.96
Ratio: Return / Standard Deviation 0.90 0.87
Ratio: Return / Deepest Drawdown 0.24 0.24
Metrics calculated over the period 1 January 1985 - 31 May 2026
Book Cover: Mastering ETF Investing
LazyPortfolioETF.com Logo
Your practical guide to Building Wealth.
Master ETF Investing & maximize profits with Lazy Portfolios & Passive Strategies.
English Book Italian Book

Drawdowns

A drawdown refers to the decline in value from a relative peak value to a relative trough. A maximum drawdown is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained.

DRAWDOWN COMPARISON
Inflation Adj:

Rolling Returns

By selecting the 'Rolling Period', the chart and data will update. To study a different date range, change the Simulation Settings.

You can explore the Rolling Returns for a single portfolio, or check the return differential, by switching on "Head To Head" toggle.

Rolling Returns Comparison
Annualized Rolling Returns Chart

Time to Target

What it shows: Months to reach your target capital from each historical entry point, accounting for your initial investment and periodic contributions.

Time to Target Comparison
Time to reach your Target Capital

Yearly Returns

For each year, the following table provides the return and intra-year drawdown. The highlighted returns represent the highest values for that specific year.

Swipe left to see all data
Seven Value Late Sixties and Beyond
Year Return
(%)		 Drawdown
(%)		 Return
(%)		 Drawdown
(%)
2026
 10.86 -2.23 8.69 -5.08
2025
 12.22 -3.44 15.21 -2.53
2024
 8.74 -4.74 10.33 -3.56
2023
 10.68 -7.06 14.40 -8.53
2022
 -3.63 -14.49 -16.23 -22.44
2021
 22.53 -2.24 15.40 -3.79
2020
 1.86 -20.44 10.03 -16.82
2019
 19.31 -3.92 22.55 -3.12
2018
 -6.81 -9.57 -5.90 -8.08
2017
 10.75 -0.38 16.49 0.00
2016
 11.54 -3.28 8.48 -3.07
2015
 -3.57 -9.07 -1.63 -7.72
2014
 7.89 -3.60 9.01 -3.10
2013
 14.33 -3.26 12.49 -4.03
2012
 12.77 -5.25 14.20 -5.09
2011
 3.05 -14.02 1.01 -13.38
2010
 15.52 -8.80 14.47 -8.21
2009
 23.22 -16.01 25.30 -17.05
2008
 -27.82 -32.22 -26.02 -31.57
2007
 8.29 -3.44 5.18 -5.15
2006
 17.32 -2.23 20.06 -2.71
2005
 12.65 -3.52 9.86 -2.99
2004
 18.27 -3.80 14.78 -7.04
2003
 25.26 -1.84 29.73 -0.86
2002
 -5.96 -12.60 -5.70 -12.20
2001
 -4.35 -10.12 5.85 -9.27
2000
 8.17 -4.20 2.46 -6.12
1999
 10.89 -3.22 12.48 -4.06
1998
 6.19 -13.01 5.92 -16.48
1997
 14.55 -2.60 15.13 -4.83
1996
 17.33 -2.26 18.95 -2.65
1995
 22.68 -1.40 20.20 -1.35
1994
 -2.08 -7.04 -3.17 -7.20
1993
 19.57 -4.28 23.51 -2.85
1992
 7.31 -2.91 4.84 -2.71
1991
 20.27 -3.54 33.86 -3.74
1990
 -5.60 -9.72 -5.42 -13.63
1989
 21.02 -1.39 26.07 -1.94
1988
 16.18 -2.10 16.73 -2.39
1987
 5.84 -17.34 -0.94 -19.08
1986
 23.44 -3.19 18.93 -4.58
1985
 28.48 -1.76 27.52 -2.25
Book Cover: Mastering ETF Investing
LazyPortfolioETF.com Logo
Your practical guide to Building Wealth.
Master ETF Investing & maximize profits with Lazy Portfolios & Passive Strategies.
English Book Italian Book