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 Seven Value Portfolio obtained a 8.32% compound annual return, with a 11.22% standard deviation, in the last 30 Years.

Summary

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Stocks/Bonds 60/40 Portfolio Scott Burns Seven Value Portfolio
Risk High High
Asset Allocation Stocks 60% 71.5%
Fixed Income 40% 28.5%
Commodities 0% 0%
30 Years Stats Return +7.87% +8.32%
Std Dev 9.40% 11.22%
Max Drawdown -30.55% -41.22%

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 Seven Value Portfolio -3.29 +4.79 -3.63 +5.99 +6.99 +8.32 +9.52
(*) 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 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 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 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).

Drawdowns

Drawdown comparison chart since December 1992.

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Stocks/Bonds 60/40 Portfolio
Scott Burns Seven Value Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-41.22% Nov 2007 Feb 2009
-30.55% Nov 2007 Feb 2009
-21.56% Sep 2000 Sep 2002
-20.69% Jan 2022 Sep 2022
-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
-12.29% Feb 2020 Mar 2020
-10.18% Jul 1998 Aug 1998
-9.57% Sep 2018 Dec 2018
-9.24% May 2015 Feb 2016
-9.00% May 2011 Sep 2011
-8.38% Sep 2018 Dec 2018
-7.04% Feb 1994 Nov 1994
-6.47% Feb 1994 Jun 1994
-5.35% Apr 2000 May 2000
-5.25% May 2012 May 2012
-5.24% Jun 2015 Sep 2015

Drawdown comparison chart since January 1985.

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Stocks/Bonds 60/40 Portfolio
Scott Burns Seven Value Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-41.22% Nov 2007 Feb 2009
-30.55% Nov 2007 Feb 2009
-21.56% Sep 2000 Sep 2002
-20.69% Jan 2022 Sep 2022
-20.44% Jan 2020 Mar 2020
-19.17% 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
-12.29% Feb 2020 Mar 2020
-10.18% Jul 1998 Aug 1998
-9.72% Jan 1990 Sep 1990
-9.57% Sep 2018 Dec 2018
-9.24% May 2015 Feb 2016
-9.00% May 2011 Sep 2011
-8.52% Jul 1990 Oct 1990
-8.38% Sep 2018 Dec 2018
-7.04% Feb 1994 Nov 1994

Yearly Returns

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

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Year Stocks/Bonds 60/40 Portfolio Scott Burns Seven Value Portfolio
2022
-16.95% -3.63%
2021
+14.66% +22.53%
2020
+15.70% +1.86%
2019
+21.94% +19.31%
2018
-3.17% -6.81%
2017
+14.15% +10.75%
2016
+8.71% +11.54%
2015
+0.44% -3.57%
2014
+9.85% +7.89%
2013
+19.23% +14.33%
2012
+11.13% +12.77%
2011
+3.75% +3.05%
2010
+12.93% +15.52%
2009
+18.79% +23.22%
2008
-19.44% -27.82%
2007
+5.99% +8.29%
2006
+11.12% +17.32%
2005
+4.74% +12.65%
2004
+9.37% +18.27%
2003
+20.04% +25.26%
2002
-8.98% -5.96%
2001
-3.21% -4.35%
2000
-1.79% +8.17%
1999
+13.98% +10.89%
1998
+17.39% +6.19%
1997
+22.37% +14.55%
1996
+14.01% +17.33%
1995
+28.74% +22.68%
1994
-1.16% -2.08%
1993
+10.25% +19.57%
1992
+8.32% +7.31%
1991
+25.53% +20.27%
1990
-0.19% -5.60%
1989
+22.33% +21.02%
1988
+13.33% +16.18%
1987
+2.18% +5.84%
1986
+14.79% +23.44%
1985
+27.66% +28.48%
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