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 JL Collins Simple Path to Wealth Portfolio obtained a 8.57% compound annual return, with a 11.55% standard deviation, in the last 30 Years.
Summary
| Scott Burns Seven Value Portfolio | JL Collins Simple Path to Wealth Portfolio | ||
|---|---|---|---|
| Risk | High | High | |
| Asset Allocation | Stocks | 71.5% | 75% |
| Fixed Income | 28.5% | 25% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +8.32% | +8.57% |
| Std Dev | 11.22% | 11.55% | |
| Max Drawdown | -41.22% | -38.53% | |
Last Update: 31 December 2022
Historical Returns as of Dec 31, 2022
Comparison period starts from January 1985
| 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 |
| JL Collins Simple Path to Wealth Portfolio | -4.57 | +0.82 | -17.91 | +6.66 | +9.44 | +8.57 | +9.78 |
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).
JL Collins Simple Path to Wealth Portfolio: an investment of 1000$, since January 1993, now would be worth 11770.77$, with a total return of 1077.08% (8.57% 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).
JL Collins Simple Path to Wealth Portfolio: an investment of 1000$, since January 1985, now would be worth 34612.98$, with a total return of 3361.30% (9.78% annualized).
Drawdowns
Drawdown comparison chart since December 1992.
Scott Burns Seven Value Portfolio |
JL Collins Simple Path to Wealth Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -41.22% | Nov 2007 | Feb 2009 | |||
| -38.53% | Nov 2007 | Feb 2009 | |||
| -30.50% | Sep 2000 | Sep 2002 | |||
| -22.24% | Jan 2022 | Sep 2022 | |||
| -20.44% | Jan 2020 | Mar 2020 | |||
| -15.46% | Feb 2020 | Mar 2020 | |||
| -15.04% | Feb 2001 | Sep 2002 | |||
| -14.49% | Apr 2022 | Sep 2022 | |||
| -14.02% | May 2011 | Sep 2011 | |||
| -13.02% | Jul 1998 | Aug 1998 | |||
| -13.01% | May 1998 | Aug 1998 | |||
| -12.27% | May 2011 | Sep 2011 | |||
| -10.58% | Oct 2018 | Dec 2018 | |||
| -9.57% | Sep 2018 | Dec 2018 | |||
| -9.24% | May 2015 | Feb 2016 | |||
| -7.04% | Feb 1994 | Nov 1994 | |||
| -6.83% | Feb 1994 | Jun 1994 | |||
| -6.60% | Jun 2015 | Sep 2015 | |||
| -6.51% | Apr 2000 | May 2000 | |||
| -5.25% | May 2012 | May 2012 | |||
Drawdown comparison chart since January 1985.
Scott Burns Seven Value Portfolio |
JL Collins Simple Path to Wealth Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -41.22% | Nov 2007 | Feb 2009 | |||
| -38.53% | Nov 2007 | Feb 2009 | |||
| -30.50% | Sep 2000 | Sep 2002 | |||
| -23.27% | Sep 1987 | Nov 1987 | |||
| -22.24% | Jan 2022 | Sep 2022 | |||
| -20.44% | Jan 2020 | Mar 2020 | |||
| -17.34% | Sep 1987 | Nov 1987 | |||
| -15.46% | Feb 2020 | Mar 2020 | |||
| -15.04% | Feb 2001 | Sep 2002 | |||
| -14.49% | Apr 2022 | Sep 2022 | |||
| -14.02% | May 2011 | Sep 2011 | |||
| -13.02% | Jul 1998 | Aug 1998 | |||
| -13.01% | May 1998 | Aug 1998 | |||
| -12.27% | May 2011 | Sep 2011 | |||
| -11.23% | Jun 1990 | Oct 1990 | |||
| -10.58% | Oct 2018 | Dec 2018 | |||
| -9.72% | Jan 1990 | Sep 1990 | |||
| -9.57% | Sep 2018 | Dec 2018 | |||
| -9.24% | May 2015 | Feb 2016 | |||
| -7.04% | Feb 1994 | Nov 1994 | |||
Yearly Returns
Yearly return comparison. Common historical serie start from January 1985.
| Year | Scott Burns Seven Value Portfolio | JL Collins Simple Path to Wealth Portfolio |
|---|---|---|
| 2022 |
-3.63% | -17.91% |
| 2021 |
+22.53% | +18.79% |
| 2020 |
+1.86% | +17.70% |
| 2019 |
+19.31% | +25.21% |
| 2018 |
-6.81% | -3.94% |
| 2017 |
+10.75% | +16.80% |
| 2016 |
+11.54% | +10.25% |
| 2015 |
-3.57% | +0.41% |
| 2014 |
+7.89% | +10.86% |
| 2013 |
+14.33% | +24.56% |
| 2012 |
+12.77% | +13.13% |
| 2011 |
+3.05% | +2.71% |
| 2010 |
+15.52% | +14.62% |
| 2009 |
+23.22% | +22.58% |
| 2008 |
-27.82% | -26.02% |
| 2007 |
+8.29% | +5.76% |
| 2006 |
+17.32% | +12.84% |
| 2005 |
+12.65% | +5.33% |
| 2004 |
+18.27% | +10.65% |
| 2003 |
+25.26% | +24.06% |
| 2002 |
-5.96% | -13.29% |
| 2001 |
-4.35% | -6.12% |
| 2000 |
+8.17% | -5.08% |
| 1999 |
+10.89% | +17.67% |
| 1998 |
+6.19% | +19.59% |
| 1997 |
+14.55% | +25.61% |
| 1996 |
+17.33% | +16.62% |
| 1995 |
+22.68% | +31.38% |
| 1994 |
-2.08% | -0.79% |
| 1993 |
+19.57% | +10.39% |
| 1992 |
+7.31% | +8.62% |
| 1991 |
+20.27% | +28.11% |
| 1990 |
-5.60% | -2.40% |
| 1989 |
+21.02% | +24.50% |
| 1988 |
+16.18% | +14.83% |
| 1987 |
+5.84% | +2.34% |
| 1986 |
+23.44% | +14.71% |
| 1985 |
+28.48% | +29.02% |