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 Stocks/Bonds 60/40 Momentum Portfolio obtained a 9.59% compound annual return, with a 9.38% standard deviation, in the last 30 Years.

Summary

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Scott Burns Seven Value Portfolio Stocks/Bonds 60/40 Momentum Portfolio
Risk High High
Asset Allocation Stocks 71.5% 60%
Fixed Income 28.5% 40%
Commodities 0% 0%
30 Years Stats Return +8.32% +9.59%
Std Dev 11.22% 9.38%
Max Drawdown -41.22% -32.52%

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
Stocks/Bonds 60/40 Momentum Portfolio -2.66 +3.35 -16.20 +5.23 +8.87 +9.59 +10.75
(*) 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).

Stocks/Bonds 60/40 Momentum Portfolio: an investment of 1000$, since January 1993, now would be worth 15604.12$, with a total return of 1460.41% (9.59% 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).

Stocks/Bonds 60/40 Momentum Portfolio: an investment of 1000$, since January 1985, now would be worth 48477.79$, with a total return of 4747.78% (10.75% annualized).

Drawdowns

Drawdown comparison chart since December 1992.

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Scott Burns Seven Value Portfolio
Stocks/Bonds 60/40 Momentum Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-41.22% Nov 2007 Feb 2009
-32.52% Nov 2007 Feb 2009
-24.21% Nov 2021 Sep 2022
-21.14% Sep 2000 Sep 2002
-20.44% Jan 2020 Mar 2020
-15.04% Feb 2001 Sep 2002
-14.49% Apr 2022 Sep 2022
-14.02% May 2011 Sep 2011
-13.01% May 1998 Aug 1998
-10.73% Feb 2020 Mar 2020
-9.57% Sep 2018 Dec 2018
-9.29% Oct 2018 Dec 2018
-9.24% May 2015 Feb 2016
-7.14% May 2011 Sep 2011
-7.04% Feb 1994 Nov 1994
-6.78% Aug 1998 Aug 1998
-6.35% Feb 1994 Jun 1994
-5.25% May 2012 May 2012
-5.20% Sep 2020 Oct 2020
-4.70% Feb 2018 Feb 2018

Drawdown comparison chart since January 1985.

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Scott Burns Seven Value Portfolio
Stocks/Bonds 60/40 Momentum Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-41.22% Nov 2007 Feb 2009
-32.52% Nov 2007 Feb 2009
-24.21% Nov 2021 Sep 2022
-21.14% Sep 2000 Sep 2002
-20.44% Jan 2020 Mar 2020
-20.08% Sep 1987 Nov 1987
-17.34% Sep 1987 Nov 1987
-15.04% Feb 2001 Sep 2002
-14.49% Apr 2022 Sep 2022
-14.02% May 2011 Sep 2011
-13.01% May 1998 Aug 1998
-10.73% Feb 2020 Mar 2020
-9.72% Jan 1990 Sep 1990
-9.57% Sep 2018 Dec 2018
-9.29% Oct 2018 Dec 2018
-9.24% May 2015 Feb 2016
-7.66% Aug 1990 Sep 1990
-7.14% May 2011 Sep 2011
-7.04% Feb 1994 Nov 1994
-6.78% Aug 1998 Aug 1998

Yearly Returns

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

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Year Scott Burns Seven Value Portfolio Stocks/Bonds 60/40 Momentum Portfolio
2022
-3.63% -16.20%
2021
+22.53% +7.27%
2020
+1.86% +20.99%
2019
+19.31% +19.89%
2018
-6.81% -1.04%
2017
+10.75% +23.93%
2016
+11.54% +4.01%
2015
-3.57% +5.58%
2014
+7.89% +11.10%
2013
+14.33% +19.91%
2012
+12.77% +10.22%
2011
+3.05% +6.73%
2010
+15.52% +13.29%
2009
+23.22% +11.92%
2008
-27.82% -21.83%
2007
+8.29% +13.35%
2006
+17.32% +8.04%
2005
+12.65% +12.44%
2004
+18.27% +11.72%
2003
+25.26% +17.18%
2002
-5.96% -4.07%
2001
-4.35% -7.04%
2000
+8.17% -1.21%
1999
+10.89% +23.95%
1998
+6.19% +32.69%
1997
+14.55% +25.89%
1996
+17.33% +19.33%
1995
+22.68% +32.67%
1994
-2.08% -1.72%
1993
+19.57% +11.81%
1992
+7.31% +5.45%
1991
+20.27% +28.24%
1990
-5.60% +4.36%
1989
+21.02% +31.11%
1988
+16.18% +7.18%
1987
+5.84% +2.02%
1986
+23.44% +19.66%
1985
+28.48% +28.33%
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