Last Update: 28 February 2021

The Developed World 40/60 Portfolio obtained a 5.18% compound annual return, with a 6.33% standard deviation, in the last 10 years.

The Scott Burns Couch Potato Portfolio obtained a 8.65% compound annual return, with a 7.57% standard deviation, in the last 10 years.

Summary

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Developed World 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 +5.18% +8.65%
Std Dev 6.33% 7.57%
Max Drawdown -9.83% -10.72%

Last Update: 28 February 2021

Historical Returns

The examinated historical serie starts from January 2001

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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) MAX(*)
Developed World 40/60 Portfolio -0.02 +1.76 +5.99 +8.81 +5.06 +6.46 +5.18 +5.70
Scott Burns Couch Potato Portfolio +0.72 +3.64 +6.68 +19.70 +10.60 +10.78 +8.65 +7.12
(*) 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 Developed World 40/60 Portfolio Scott Burns Couch Potato Portfolio
2021
-0.69% +0.68%
2020
+6.69% +15.93%
2019
+13.77% +19.51%
2018
-4.22% -3.32%
2017
+12.01% +12.07%
2016
+3.84% +8.75%
2015
+0.56% -0.70%
2014
+2.85% +8.07%
2013
+8.25% +12.48%
2012
+13.14% +11.42%
2011
+0.24% +7.12%
2010
+8.45% +11.78%
2009
+20.17% +18.92%
2008
-17.67% -18.47%
2007
+7.46% +8.64%
2006
+12.27% +7.99%
2005
+8.43% +4.40%
2004
+11.76% +10.53%
2003
+17.83% +19.38%
2002
-0.67% -1.93%
2001
-2.28% -1.68%
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