Last Update: 31 December 2022

The Stocks/Bonds 60/40 Portfolio obtained a 7.87% compound annual return, with a 9.40% standard deviation, in the last 30 Years.

The Scott Burns Couch Potato Portfolio obtained a 7.89% compound annual return, with a 8.62% standard deviation, in the last 30 Years.

Summary

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Stocks/Bonds 60/40 Portfolio Scott Burns Couch Potato Portfolio
Risk High Medium
Asset Allocation Stocks 60% 50%
Fixed Income 40% 50%
Commodities 0% 0%
30 Years Stats Return +7.87% +7.89%
Std Dev 9.40% 8.62%
Max Drawdown -30.55% -27.04%

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(*)
Stocks/Bonds 60/40 Portfolio -3.80 -0.03 -16.95 +5.40 +7.82 +7.87 +9.10
Scott Burns Couch Potato Portfolio -3.55 -1.33 -16.31 +5.34 +6.67 +7.89 +9.15
(*) Returns over 1 year are annualized

Capital Growth as of Dec 31, 2022

Stocks/Bonds 60/40 Portfolio: an investment of 1000$, since January 1993, now would be worth 9710.81$, with a total return of 871.08% (7.87% annualized).

Scott Burns Couch Potato Portfolio: an investment of 1000$, since January 1993, now would be worth 9747.98$, with a total return of 874.80% (7.89% annualized).

Stocks/Bonds 60/40 Portfolio: an investment of 1000$, since January 1985, now would be worth 27360.45$, with a total return of 2636.04% (9.10% annualized).

Scott Burns Couch Potato Portfolio: an investment of 1000$, since January 1985, now would be worth 27868.10$, with a total return of 2686.81% (9.15% annualized).

Drawdowns

Drawdown comparison chart since December 1992.

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Stocks/Bonds 60/40 Portfolio
Scott Burns Couch Potato Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-30.55% Nov 2007 Feb 2009
-27.04% Nov 2007 Feb 2009
-21.56% Sep 2000 Sep 2002
-20.69% Jan 2022 Sep 2022
-19.77% Jan 2022 Sep 2022
-12.29% Feb 2020 Mar 2020
-10.72% Feb 2020 Mar 2020
-10.30% Sep 2000 Sep 2002
-10.18% Jul 1998 Aug 1998
-9.00% May 2011 Sep 2011
-8.78% Feb 1994 Jun 1994
-8.38% Sep 2018 Dec 2018
-8.06% Sep 2018 Dec 2018
-8.06% Jul 1998 Aug 1998
-6.47% Feb 1994 Jun 1994
-6.25% May 2011 Sep 2011
-6.09% May 2010 Jun 2010
-5.47% Mar 2015 Sep 2015
-5.35% Apr 2000 May 2000
-5.24% Jun 2015 Sep 2015

Drawdown comparison chart since January 1985.

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Stocks/Bonds 60/40 Portfolio
Scott Burns Couch Potato Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-30.55% Nov 2007 Feb 2009
-27.04% Nov 2007 Feb 2009
-21.56% Sep 2000 Sep 2002
-20.69% Jan 2022 Sep 2022
-19.77% Jan 2022 Sep 2022
-19.17% Sep 1987 Nov 1987
-16.03% Sep 1987 Nov 1987
-12.29% Feb 2020 Mar 2020
-10.72% Feb 2020 Mar 2020
-10.30% Sep 2000 Sep 2002
-10.18% Jul 1998 Aug 1998
-9.00% May 2011 Sep 2011
-8.78% Feb 1994 Jun 1994
-8.52% Jul 1990 Oct 1990
-8.38% Sep 2018 Dec 2018
-8.06% Sep 2018 Dec 2018
-8.06% Jul 1998 Aug 1998
-7.58% Aug 1990 Sep 1990
-6.47% Feb 1994 Jun 1994
-6.25% May 2011 Sep 2011

Yearly Returns

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

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Year Stocks/Bonds 60/40 Portfolio Scott Burns Couch Potato Portfolio
2022
-16.95% -16.31%
2021
+14.66% +15.67%
2020
+15.70% +15.93%
2019
+21.94% +19.51%
2018
-3.17% -3.32%
2017
+14.15% +12.07%
2016
+8.71% +8.75%
2015
+0.44% -0.70%
2014
+9.85% +8.07%
2013
+19.23% +12.48%
2012
+11.13% +11.42%
2011
+3.75% +7.12%
2010
+12.93% +11.78%
2009
+18.79% +18.92%
2008
-19.44% -18.47%
2007
+5.99% +8.64%
2006
+11.12% +7.99%
2005
+4.74% +4.40%
2004
+9.37% +10.53%
2003
+20.04% +19.38%
2002
-8.98% -1.93%
2001
-3.21% -1.68%
2000
-1.79% +3.54%
1999
+13.98% +9.67%
1998
+17.39% +16.26%
1997
+22.37% +21.85%
1996
+14.01% +11.14%
1995
+28.74% +29.40%
1994
-1.16% -3.21%
1993
+10.25% +13.19%
1992
+8.32% +8.92%
1991
+25.53% +25.50%
1990
-0.19% +1.06%
1989
+22.33% +21.95%
1988
+13.33% +11.91%
1987
+2.18% +1.19%
1986
+14.79% +16.48%
1985
+27.66% +28.66%
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