Last Update: 31 August 2020

The Stocks/Bonds 40/60 Portfolio obtained a 8.18% compound annual return, with a 5.70% standard deviation, in the last 10 years.

The Scott Burns Couch Potato Portfolio obtained a 9.41% compound annual return, with a 7.45% standard deviation, in the last 10 years.

Summary

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Stocks/Bonds 40/60 Portfolio Scott Burns Couch Potato Portfolio
Risk Medium Medium
Asset Allocation Stocks 40% 50%
Fixed Income 60% 50%
Commodities 0% 0%
10 Years Stats Return +8.18% +9.41%
Std Dev 5.70% 7.45%
Max Drawdown -8.09% -10.72%

Last Update: 31 August 2020

Historical Returns

The examinated historical serie starts from January 2001

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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) MAX(*)
Stocks/Bonds 40/60 Portfolio +2.17 +6.65 +9.02 +12.59 +8.80 +8.23 +8.18 +6.29
Scott Burns Couch Potato Portfolio +3.90 +9.74 +12.20 +15.34 +9.90 +9.22 +9.41 +6.95
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 2001.

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Year Stocks/Bonds 40/60 Portfolio Scott Burns Couch Potato Portfolio
2020
+7.91% +9.41%
2019
+17.57% +19.51%
2018
-2.15% -3.32%
2017
+10.63% +12.07%
2016
+6.64% +8.75%
2015
+0.48% -0.70%
2014
+8.51% +8.07%
2013
+12.12% +12.48%
2012
+8.47% +11.42%
2011
+5.14% +7.12%
2010
+10.69% +11.78%
2009
+13.74% +18.92%
2008
-10.67% -18.47%
2007
+6.30% +8.64%
2006
+8.84% +7.99%
2005
+3.96% +4.40%
2004
+7.66% +10.53%
2003
+14.68% +19.38%
2002
-3.23% -1.93%
2001
+0.67% -1.68%
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