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

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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

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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
JL Collins Simple Path to Wealth Portfolio -4.57 +0.82 -17.91 +6.66 +9.44 +8.57 +9.78
(*) 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).

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.

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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.

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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.

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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%
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