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 80/20 Portfolio obtained a 8.78% compound annual return, with a 12.29% standard deviation, in the last 30 Years.

Summary

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Scott Burns Seven Value Portfolio Stocks/Bonds 80/20 Portfolio
Risk High Very High
Asset Allocation Stocks 71.5% 80%
Fixed Income 28.5% 20%
Commodities 0% 0%
30 Years Stats Return +8.32% +8.78%
Std Dev 11.22% 12.29%
Max Drawdown -41.22% -41.09%

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 80/20 Portfolio -4.82 +1.10 -18.23 +7.07 +9.97 +8.78 +9.99
(*) 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 80/20 Portfolio: an investment of 1000$, since January 1993, now would be worth 12485.66$, with a total return of 1148.57% (8.78% 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 80/20 Portfolio: an investment of 1000$, since January 1985, now would be worth 37229.58$, with a total return of 3622.96% (9.99% annualized).

Drawdowns

Drawdown comparison chart since December 1992.

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Scott Burns Seven Value Portfolio
Stocks/Bonds 80/20 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-41.22% Nov 2007 Feb 2009
-41.09% Nov 2007 Feb 2009
-33.33% Sep 2000 Sep 2002
-22.75% Jan 2022 Sep 2022
-20.44% Jan 2020 Mar 2020
-16.53% Feb 2020 Mar 2020
-15.04% Feb 2001 Sep 2002
-14.49% Apr 2022 Sep 2022
-14.02% May 2011 Sep 2011
-13.95% Jul 1998 Aug 1998
-13.35% May 2011 Sep 2011
-13.01% May 1998 Aug 1998
-11.32% Oct 2018 Dec 2018
-9.57% Sep 2018 Dec 2018
-9.24% May 2015 Feb 2016
-7.05% Jun 2015 Sep 2015
-7.04% Feb 1994 Nov 1994
-6.95% Feb 1994 Jun 1994
-6.90% 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
Stocks/Bonds 80/20 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-41.22% Nov 2007 Feb 2009
-41.09% Nov 2007 Feb 2009
-33.33% Sep 2000 Sep 2002
-24.55% Sep 1987 Nov 1987
-22.75% Jan 2022 Sep 2022
-20.44% Jan 2020 Mar 2020
-17.34% Sep 1987 Nov 1987
-16.53% Feb 2020 Mar 2020
-15.04% Feb 2001 Sep 2002
-14.49% Apr 2022 Sep 2022
-14.02% May 2011 Sep 2011
-13.95% Jul 1998 Aug 1998
-13.35% May 2011 Sep 2011
-13.01% May 1998 Aug 1998
-12.23% Jun 1990 Oct 1990
-11.32% Oct 2018 Dec 2018
-9.72% Jan 1990 Sep 1990
-9.57% Sep 2018 Dec 2018
-9.24% May 2015 Feb 2016
-7.05% Jun 2015 Sep 2015

Yearly Returns

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

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Year Scott Burns Seven Value Portfolio Stocks/Bonds 80/20 Portfolio
2022
-3.63% -18.23%
2021
+22.53% +20.16%
2020
+1.86% +18.36%
2019
+19.31% +26.30%
2018
-6.81% -4.19%
2017
+10.75% +17.68%
2016
+11.54% +10.77%
2015
-3.57% +0.40%
2014
+7.89% +11.20%
2013
+14.33% +26.34%
2012
+12.77% +13.79%
2011
+3.05% +2.36%
2010
+15.52% +15.18%
2009
+23.22% +23.84%
2008
-27.82% -28.21%
2007
+8.29% +5.68%
2006
+17.32% +13.41%
2005
+12.65% +5.53%
2004
+18.27% +11.08%
2003
+25.26% +25.40%
2002
-5.96% -14.73%
2001
-4.35% -7.09%
2000
+8.17% -6.18%
1999
+10.89% +18.90%
1998
+6.19% +20.33%
1997
+14.55% +26.68%
1996
+17.33% +17.49%
1995
+22.68% +32.26%
1994
-2.08% -0.67%
1993
+19.57% +10.44%
1992
+7.31% +8.71%
1991
+20.27% +28.96%
1990
-5.60% -3.13%
1989
+21.02% +25.22%
1988
+16.18% +15.32%
1987
+5.84% +2.40%
1986
+23.44% +14.68%
1985
+28.48% +29.47%
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