Last Update: 31 October 2021

The Developed World ex-US 40/60 Portfolio obtained a 5.88% compound annual return, with a 7.18% standard deviation, in the last 25 Years.

The Scott Burns Couch Potato Portfolio obtained a 8.39% compound annual return, with a 8.45% standard deviation, in the last 25 Years.

Summary

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Developed World ex-US 40/60 Portfolio Scott Burns Couch Potato Portfolio
Risk Medium Medium
Asset Allocation Stocks 40% 50%
Fixed Income 60% 50%
Commodities 0% 0%
25 Years Stats Return +5.88% +8.39%
Std Dev 7.18% 8.45%
Max Drawdown -26.16% -27.03%

Last Update: 31 October 2021

Historical Returns

Comparison period starts from January 1993

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1M 3M 6M 1Y 5Y(*) 10Y(*) 25Y(*) MAX(*)
Developed World ex-US 40/60 Portfolio +1.12 -0.66 +1.72 +11.74 +6.09 +5.86 +5.88 +6.41
Scott Burns Couch Potato Portfolio +4.05 +2.63 +7.37 +24.41 +11.75 +9.64 +8.39 +8.82
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 1993.

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Year Developed World ex-US 40/60 Portfolio Scott Burns Couch Potato Portfolio
2021
+3.35% +13.61%
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%
2000
-0.20% +3.54%
1999
+15.36% +9.67%
1998
+16.87% +16.26%
1997
-3.46% +21.85%
1996
+4.67% +11.14%
1995
+14.33% +29.40%
1994
-0.47% -3.21%
1993
+21.82% +13.19%
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