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
| 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
| 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 |
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.
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.
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.
| 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% |