Bogleheads Three Funds vs Scott Burns Seven Value Portfolio Comparison

Last Update: 29 February 2024

The Bogleheads Three Funds Portfolio obtained a 7.78% compound annual return, with a 12.39% 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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Bogleheads Three Funds Portfolio Scott Burns Seven Value Portfolio
Portfolio Risk Very High High
Asset Allocation Stocks 80% 71.5%
Fixed Income 20% 28.5%
Commodities 0% 0%
30 Years Stats Return +7.78% +8.03%
Std Dev 12.39% 11.31%
Max Drawdown -43.68% -41.22%
All time Stats
(Since Jan 1985)
Return +9.54% +9.54%
Std Dev 12.35% 11.05%
Max Drawdown -43.68% -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
Bogleheads Three Funds Portfolio +3.34 +9.67 +18.81 +8.89 +7.67 +7.78 +9.54
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

Bogleheads Three Funds Portfolio: an investment of 1$, since March 1994, now would be worth 9.46$, with a total return of 845.59% (7.78% 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).

Bogleheads Three Funds Portfolio: an investment of 1$, since January 1985, now would be worth 35.42$, with a total return of 3441.64% (9.54% 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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Bogleheads Three Funds 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
-43.68% Nov 2007 Feb 2009 (16) Apr 2011 (42) 20.19
-41.22% Nov 2007 Feb 2009 (16) Jan 2011 (39) 18.65
-33.38% Apr 2000 Sep 2002 (30) Dec 2004 (57) 17.93
-23.18% Jan 2022 Sep 2022 (9) Feb 2024 (26) 11.76
-20.44% Jan 2020 Mar 2020 (3) Dec 2020 (12) 9.33
-17.01% Jan 2020 Mar 2020 (3) Jul 2020 (7) 7.68
-15.77% May 2011 Sep 2011 (5) Sep 2012 (17) 6.20
-15.04% Feb 2001 Sep 2002 (20) Sep 2003 (32) 7.83
-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
-12.46% Jul 1998 Aug 1998 (2) Nov 1998 (5) 6.66
-10.53% Feb 2018 Dec 2018 (11) Apr 2019 (15) 4.26
-9.88% Jun 2015 Feb 2016 (9) Jul 2016 (14) 5.19
-9.57% Sep 2018 Dec 2018 (4) Mar 2019 (7) 4.30
-9.24% May 2015 Feb 2016 (10) Jun 2016 (14) 5.24
-7.06% Aug 2023 Oct 2023 (3) Dec 2023 (5) 3.54
-5.25% May 2012 May 2012 (1) Aug 2012 (4) 2.49
-5.09% Mar 1994 Nov 1994 (9) Mar 1995 (13) 2.87
-4.70% Feb 2018 Feb 2018 (1) Jul 2018 (6) 2.77

Drawdown comparison chart since January 1985.

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Bogleheads Three Funds 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
-43.68% Nov 2007 Feb 2009 (16) Apr 2011 (42) 20.19
-41.22% Nov 2007 Feb 2009 (16) Jan 2011 (39) 18.65
-33.38% Apr 2000 Sep 2002 (30) Dec 2004 (57) 17.93
-23.18% Jan 2022 Sep 2022 (9) Feb 2024 (26) 11.76
-20.44% Jan 2020 Mar 2020 (3) Dec 2020 (12) 9.33
-19.21% Sep 1987 Nov 1987 (3) Jan 1989 (17) 8.97
-17.34% Sep 1987 Nov 1987 (3) Dec 1988 (16) 7.74
-17.01% Jan 2020 Mar 2020 (3) Jul 2020 (7) 7.68
-15.77% May 2011 Sep 2011 (5) Sep 2012 (17) 6.20
-15.31% Jan 1990 Sep 1990 (9) Feb 1991 (14) 7.86
-15.04% Feb 2001 Sep 2002 (20) Sep 2003 (32) 7.83
-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
-12.46% Jul 1998 Aug 1998 (2) Nov 1998 (5) 6.66
-10.53% Feb 2018 Dec 2018 (11) Apr 2019 (15) 4.26
-9.88% Jun 2015 Feb 2016 (9) Jul 2016 (14) 5.19
-9.72% Jan 1990 Sep 1990 (9) Feb 1991 (14) 5.24
-9.57% Sep 2018 Dec 2018 (4) Mar 2019 (7) 4.30
-9.24% May 2015 Feb 2016 (10) Jun 2016 (14) 5.24

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
+3.37%
0.00%
+1.43%
-0.78%
2023
+18.86%
-8.74%
+10.67%
-7.06%
2022
-17.06%
-23.18%
-3.63%
-14.49%
2021
+14.95%
-3.53%
+22.53%
-2.24%
2020
+15.39%
-17.01%
+1.86%
-20.44%
2019
+23.65%
-4.68%
+19.31%
-3.92%
2018
-6.89%
-10.53%
-6.81%
-9.57%
2017
+19.54%
0.00%
+10.75%
-0.38%
2016
+8.39%
-4.82%
+11.54%
-3.28%
2015
-1.14%
-8.74%
-3.57%
-9.07%
2014
+6.07%
-3.01%
+7.89%
-3.60%
2013
+20.56%
-2.36%
+14.33%
-3.26%
2012
+14.53%
-7.09%
+12.77%
-5.25%
2011
-2.14%
-15.77%
+3.05%
-14.02%
2010
+13.50%
-9.82%
+15.52%
-8.80%
2009
+26.45%
-15.70%
+23.22%
-16.01%
2008
-30.15%
-33.07%
-27.82%
-32.22%
2007
+8.73%
-4.35%
+8.29%
-3.44%
2006
+16.69%
-3.08%
+17.32%
-2.23%
2005
+8.30%
-3.34%
+12.65%
-3.52%
2004
+13.49%
-2.83%
+18.27%
-3.80%
2003
+28.27%
-3.88%
+25.26%
-1.84%
2002
-13.11%
-18.90%
-5.96%
-12.60%
2001
-9.84%
-18.61%
-4.35%
-10.12%
2000
-7.69%
-11.84%
+8.17%
-4.20%
1999
+20.73%
-2.88%
+10.89%
-3.22%
1998
+18.03%
-12.46%
+6.19%
-13.01%
1997
+17.15%
-4.61%
+14.55%
-2.60%
1996
+12.60%
-3.77%
+17.33%
-2.26%
1995
+22.72%
-1.03%
+22.68%
-1.40%
1994
+2.31%
-4.84%
-2.08%
-7.04%
1993
+16.23%
-4.16%
+19.57%
-4.28%
1992
+1.54%
-4.66%
+7.31%
-2.91%
1991
+22.09%
-4.27%
+20.27%
-3.54%
1990
-8.74%
-15.31%
-5.60%
-9.72%
1989
+20.64%
-2.08%
+21.02%
-1.39%
1988
+17.83%
-3.20%
+16.18%
-2.10%
1987
+10.76%
-19.21%
+5.84%
-17.34%
1986
+29.32%
-4.89%
+23.44%
-3.19%
1985
+35.27%
-2.34%
+28.48%
-1.76%