Last Update: 31 December 2022

The Scott Burns Seven Value Portfolio obtained a 8.32% compound annual return, with a 11.22% standard deviation, in the last 30 Years.

The Burton Malkiel Late Sixties and Beyond Portfolio obtained a 8.43% compound annual return, with a 11.53% standard deviation, in the last 30 Years.

Summary

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Scott Burns Seven Value Portfolio Burton Malkiel Late Sixties and Beyond Portfolio
Risk High High
Asset Allocation Stocks 71.5% 71%
Fixed Income 28.5% 29%
Commodities 0% 0%
30 Years Stats Return +8.32% +8.43%
Std Dev 11.22% 11.53%
Max Drawdown -41.22% -41.80%

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 Seven Value Portfolio -3.29 +4.79 -3.63 +5.99 +6.99 +8.32 +9.52
Burton Malkiel Late Sixties and Beyond Portfolio -3.14 +0.80 -16.23 +4.17 +6.46 +8.43 +9.66
(*) Returns over 1 year are annualized

Capital Growth as of Dec 31, 2022

Scott Burns Seven Value Portfolio: an investment of 1000$, since January 1993, now would be worth 11004.52$, with a total return of 1000.45% (8.32% annualized).

Burton Malkiel Late Sixties and Beyond Portfolio: an investment of 1000$, since January 1993, now would be worth 11339.88$, with a total return of 1033.99% (8.43% annualized).

Scott Burns Seven Value Portfolio: an investment of 1000$, since January 1985, now would be worth 31643.20$, with a total return of 3064.32% (9.52% annualized).

Burton Malkiel Late Sixties and Beyond Portfolio: an investment of 1000$, since January 1985, now would be worth 33280.93$, with a total return of 3228.09% (9.66% annualized).

Drawdowns

Drawdown comparison chart since December 1992.

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Scott Burns Seven Value Portfolio
Burton Malkiel Late Sixties and Beyond Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-41.80% Nov 2007 Feb 2009
-41.22% Nov 2007 Feb 2009
-22.44% Jan 2022 Sep 2022
-20.44% Jan 2020 Mar 2020
-16.82% Jan 2020 Mar 2020
-16.48% May 1998 Aug 1998
-15.04% Feb 2001 Sep 2002
-14.49% Apr 2022 Sep 2022
-14.02% May 2011 Sep 2011
-13.38% May 2011 Sep 2011
-13.01% May 1998 Aug 1998
-12.20% May 2002 Sep 2002
-9.57% Sep 2018 Dec 2018
-9.27% Feb 2001 Sep 2001
-9.24% May 2015 Feb 2016
-8.08% Feb 2018 Dec 2018
-7.72% Mar 2015 Sep 2015
-7.20% Feb 1994 Mar 1994
-7.04% Feb 1994 Nov 1994
-7.04% Apr 2004 Apr 2004

Drawdown comparison chart since January 1985.

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Scott Burns Seven Value Portfolio
Burton Malkiel Late Sixties and Beyond Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-41.80% Nov 2007 Feb 2009
-41.22% Nov 2007 Feb 2009
-22.44% Jan 2022 Sep 2022
-20.44% Jan 2020 Mar 2020
-19.08% Sep 1987 Nov 1987
-17.34% Sep 1987 Nov 1987
-16.82% Jan 2020 Mar 2020
-16.48% May 1998 Aug 1998
-15.04% Feb 2001 Sep 2002
-14.49% Apr 2022 Sep 2022
-14.02% May 2011 Sep 2011
-13.63% Aug 1990 Sep 1990
-13.38% May 2011 Sep 2011
-13.01% May 1998 Aug 1998
-12.20% May 2002 Sep 2002
-9.72% Jan 1990 Sep 1990
-9.57% Sep 2018 Dec 2018
-9.27% Feb 2001 Sep 2001
-9.24% May 2015 Feb 2016
-8.08% Feb 2018 Dec 2018

Yearly Returns

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

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Year Scott Burns Seven Value Portfolio Burton Malkiel Late Sixties and Beyond Portfolio
2022
-3.63% -16.23%
2021
+22.53% +15.40%
2020
+1.86% +10.03%
2019
+19.31% +22.55%
2018
-6.81% -5.90%
2017
+10.75% +16.49%
2016
+11.54% +8.48%
2015
-3.57% -1.63%
2014
+7.89% +9.01%
2013
+14.33% +12.49%
2012
+12.77% +14.20%
2011
+3.05% +1.01%
2010
+15.52% +14.47%
2009
+23.22% +25.30%
2008
-27.82% -26.02%
2007
+8.29% +5.18%
2006
+17.32% +20.06%
2005
+12.65% +9.86%
2004
+18.27% +14.78%
2003
+25.26% +29.73%
2002
-5.96% -5.70%
2001
-4.35% +5.85%
2000
+8.17% +2.46%
1999
+10.89% +12.48%
1998
+6.19% +5.92%
1997
+14.55% +15.13%
1996
+17.33% +18.95%
1995
+22.68% +20.20%
1994
-2.08% -3.17%
1993
+19.57% +23.51%
1992
+7.31% +4.84%
1991
+20.27% +33.86%
1990
-5.60% -5.42%
1989
+21.02% +26.07%
1988
+16.18% +16.73%
1987
+5.84% -0.94%
1986
+23.44% +18.93%
1985
+28.48% +27.52%
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