Tim Maurer Simple Money vs Scott Burns Seven Value Portfolio Comparison

Last Update: 29 February 2024

The Tim Maurer Simple Money Portfolio obtained a 7.04% compound annual return, with a 9.11% standard deviation, in the last 30 Years.

The Scott Burns Seven Value Portfolio obtained a 8.03% compound annual return, with a 11.31% standard deviation, in the last 30 Years.

Summary

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Tim Maurer Simple Money Portfolio Scott Burns Seven Value Portfolio
Portfolio Risk High High
Asset Allocation Stocks 60% 71.5%
Fixed Income 40% 28.5%
Commodities 0% 0%
30 Years Stats Return +7.04% +8.03%
Std Dev 9.11% 11.31%
Max Drawdown -32.39% -41.22%
All time Stats
(Since Jan 1985)
Return +9.08% +9.54%
Std Dev 9.49% 11.05%
Max Drawdown -32.39% -41.22%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1985

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1M 6M 1Y 5Y 10Y 30Y MAX
Tim Maurer Simple Money Portfolio +0.91 +5.50 +8.17 +4.82 +4.61 +7.04 +9.08
Scott Burns Seven Value Portfolio +2.22 +6.02 +10.84 +8.19 +6.58 +8.03 +9.54
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Tim Maurer Simple Money Portfolio: an investment of 1$, since March 1994, now would be worth 7.69$, with a total return of 669.18% (7.04% annualized).

Scott Burns Seven Value Portfolio: an investment of 1$, since March 1994, now would be worth 10.15$, with a total return of 915.12% (8.03% annualized).

Tim Maurer Simple Money Portfolio: an investment of 1$, since January 1985, now would be worth 30.08$, with a total return of 2908.17% (9.08% annualized).

Scott Burns Seven Value Portfolio: an investment of 1$, since January 1985, now would be worth 35.52$, with a total return of 3451.94% (9.54% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Tim Maurer Simple Money Portfolio
Scott Burns Seven Value Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-41.22% Nov 2007 Feb 2009 (16) Jan 2011 (39) 18.65
-32.39% Nov 2007 Feb 2009 (16) Oct 2010 (36) 14.00
-20.44% Jan 2020 Mar 2020 (3) Dec 2020 (12) 9.33
-18.44% Sep 2021 Sep 2022 (13) In progress (30) 8.21
-15.04% Feb 2001 Sep 2002 (20) Sep 2003 (32) 7.83
-14.55% Jan 2020 Mar 2020 (3) Nov 2020 (11) 6.58
-14.49% Apr 2022 Sep 2022 (6) Jul 2023 (16) 5.62
-14.02% May 2011 Sep 2011 (5) Feb 2012 (10) 5.89
-13.01% May 1998 Aug 1998 (4) Mar 1999 (11) 4.90
-11.27% May 2011 Sep 2011 (5) Mar 2012 (11) 5.07
-9.57% Sep 2018 Dec 2018 (4) Mar 2019 (7) 4.30
-9.50% May 1998 Aug 1998 (4) Dec 1998 (8) 4.41
-9.24% May 2015 Feb 2016 (10) Jun 2016 (14) 5.24
-8.98% Jun 2002 Sep 2002 (4) May 2003 (12) 6.17
-8.67% Sep 2018 Dec 2018 (4) Jun 2019 (10) 3.88
-7.06% Aug 2023 Oct 2023 (3) Dec 2023 (5) 3.54
-6.83% Feb 2001 Sep 2001 (8) Mar 2002 (14) 2.98
-6.66% Jun 2015 Feb 2016 (9) Jul 2016 (14) 3.39
-5.80% Apr 2012 May 2012 (2) Sep 2012 (6) 2.67
-5.25% May 2012 May 2012 (1) Aug 2012 (4) 2.49

Drawdown comparison chart since January 1985.

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Tim Maurer Simple Money Portfolio
Scott Burns Seven Value Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-41.22% Nov 2007 Feb 2009 (16) Jan 2011 (39) 18.65
-32.39% Nov 2007 Feb 2009 (16) Oct 2010 (36) 14.00
-20.44% Jan 2020 Mar 2020 (3) Dec 2020 (12) 9.33
-18.44% Sep 2021 Sep 2022 (13) In progress (30) 8.21
-17.34% Sep 1987 Nov 1987 (3) Dec 1988 (16) 7.74
-17.06% Sep 1987 Nov 1987 (3) Sep 1988 (13) 8.03
-15.04% Feb 2001 Sep 2002 (20) Sep 2003 (32) 7.83
-14.55% Jan 2020 Mar 2020 (3) Nov 2020 (11) 6.58
-14.49% Apr 2022 Sep 2022 (6) Jul 2023 (16) 5.62
-14.02% May 2011 Sep 2011 (5) Feb 2012 (10) 5.89
-13.01% May 1998 Aug 1998 (4) Mar 1999 (11) 4.90
-11.99% Jan 1990 Oct 1990 (10) Feb 1991 (14) 6.16
-11.27% May 2011 Sep 2011 (5) Mar 2012 (11) 5.07
-9.72% Jan 1990 Sep 1990 (9) Feb 1991 (14) 5.24
-9.57% Sep 2018 Dec 2018 (4) Mar 2019 (7) 4.30
-9.50% May 1998 Aug 1998 (4) Dec 1998 (8) 4.41
-9.24% May 2015 Feb 2016 (10) Jun 2016 (14) 5.24
-8.98% Jun 2002 Sep 2002 (4) May 2003 (12) 6.17
-8.67% Sep 2018 Dec 2018 (4) Jun 2019 (10) 3.88
-7.06% Aug 2023 Oct 2023 (3) Dec 2023 (5) 3.54

Yearly Returns

For each year, the following table provides the return and intra-year drawdown.
The highlighted returns represent the highest values for that specific year.
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Year Return Drawdown Return Drawdown
2024
-0.03%
-0.93%
+1.43%
-0.78%
2023
+11.54%
-7.51%
+10.67%
-7.06%
2022
-11.48%
-18.42%
-3.63%
-14.49%
2021
+10.46%
-2.79%
+22.53%
-2.24%
2020
+6.87%
-14.55%
+1.86%
-20.44%
2019
+16.14%
-3.66%
+19.31%
-3.92%
2018
-6.64%
-8.67%
-6.81%
-9.57%
2017
+13.36%
-0.06%
+10.75%
-0.38%
2016
+8.15%
-3.04%
+11.54%
-3.28%
2015
+0.47%
-5.71%
-3.57%
-9.07%
2014
+2.33%
-3.17%
+7.89%
-3.60%
2013
+17.81%
-2.16%
+14.33%
-3.26%
2012
+11.70%
-5.80%
+12.77%
-5.25%
2011
-0.69%
-11.27%
+3.05%
-14.02%
2010
+12.55%
-7.06%
+15.52%
-8.80%
2009
+17.16%
-14.10%
+23.22%
-16.01%
2008
-18.42%
-21.26%
-27.82%
-32.22%
2007
+5.07%
-3.51%
+8.29%
-3.44%
2006
+15.49%
-2.64%
+17.32%
-2.23%
2005
+8.71%
-2.47%
+12.65%
-3.52%
2004
+16.23%
-3.15%
+18.27%
-3.80%
2003
+28.83%
-2.44%
+25.26%
-1.84%
2002
-0.10%
-8.98%
-5.96%
-12.60%
2001
-0.39%
-6.83%
-4.35%
-10.12%
2000
+6.34%
-2.93%
+8.17%
-4.20%
1999
+8.40%
-3.42%
+10.89%
-3.22%
1998
+10.11%
-9.50%
+6.19%
-13.01%
1997
+8.93%
-2.66%
+14.55%
-2.60%
1996
+8.40%
-2.89%
+17.33%
-2.26%
1995
+20.10%
-0.83%
+22.68%
-1.40%
1994
-1.91%
-6.44%
-2.08%
-7.04%
1993
+18.40%
-1.79%
+19.57%
-4.28%
1992
+9.26%
-1.70%
+7.31%
-2.91%
1991
+19.48%
-3.59%
+20.27%
-3.54%
1990
-6.46%
-11.99%
-5.60%
-9.72%
1989
+18.70%
-1.68%
+21.02%
-1.39%
1988
+17.54%
-1.71%
+16.18%
-2.10%
1987
+9.10%
-17.06%
+5.84%
-17.34%
1986
+29.42%
-4.06%
+23.44%
-3.19%
1985
+35.92%
-1.27%
+28.48%
-1.76%