Dynamic 60/40 Income vs Scott Burns Couch Potato Portfolio Comparison

Last Update: 31 March 2024

The Dynamic 60/40 Income Portfolio obtained a 7.13% compound annual return, with a 9.33% standard deviation, in the last 30 Years.

The Scott Burns Couch Potato Portfolio obtained a 8.26% compound annual return, with a 8.70% standard deviation, in the last 30 Years.

Summary

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Dynamic 60/40 Income Portfolio Scott Burns Couch Potato Portfolio
Portfolio Risk High Medium
Asset Allocation Stocks 60% 50%
Fixed Income 40% 50%
Commodities 0% 0%
30 Years Stats Return +7.13% +8.26%
Std Dev 9.33% 8.70%
Max Drawdown -41.44% -27.04%
All time Stats
(Since Jan 1992)		 Return +7.42% +8.21%
Std Dev 9.10% 8.58%
Max Drawdown -41.44% -27.04%
Last Update: 31 March 2024

Historical Returns as of Mar 31, 2024

Comparison period starts from January 1992

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1M 6M 1Y 5Y 10Y 30Y MAX
Dynamic 60/40 Income Portfolio +1.24 +12.08 +11.69 +5.17 +5.47 +7.13 +7.42
Scott Burns Couch Potato Portfolio +1.81 +13.73 +13.97 +8.20 +7.16 +8.26 +8.21
Return over 1 year are annualized.

Capital Growth as of Mar 31, 2024

Dynamic 60/40 Income Portfolio: an investment of 1$, since April 1994, now would be worth 7.90$, with a total return of 690.39% (7.13% annualized).

Scott Burns Couch Potato Portfolio: an investment of 1$, since April 1994, now would be worth 10.83$, with a total return of 982.67% (8.26% annualized).

Dynamic 60/40 Income Portfolio: an investment of 1$, since January 1992, now would be worth 10.05$, with a total return of 905.43% (7.42% annualized).

Scott Burns Couch Potato Portfolio: an investment of 1$, since January 1992, now would be worth 12.75$, with a total return of 1175.19% (8.21% annualized).

Drawdowns

Drawdown comparison chart since April 1994.

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Dynamic 60/40 Income Portfolio
Scott Burns Couch Potato Portfolio
Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index		 Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index
-41.44% Jun 2007 Feb 2009 (21) Sep 2010 (40) 16.67
-27.04% Nov 2007 Feb 2009 (16) Apr 2010 (30) 11.90
-19.77% Jan 2022 Sep 2022 (9) Mar 2024 (27) 10.69
-18.21% Jan 2022 Sep 2022 (9) In progress (27) 11.22
-14.24% Feb 2020 Mar 2020 (2) Nov 2020 (10) 5.81
-10.72% Feb 2020 Mar 2020 (2) Jun 2020 (5) 4.92
-10.41% Jun 2011 Sep 2011 (4) Jan 2012 (8) 4.57
-10.30% Sep 2000 Sep 2002 (25) May 2003 (33) 5.99
-8.06% Sep 2018 Dec 2018 (4) Apr 2019 (8) 3.64
-8.06% Jul 1998 Aug 1998 (2) Nov 1998 (5) 3.72
-7.02% Jul 1998 Aug 1998 (2) Dec 1998 (6) 3.48
-6.80% Sep 2018 Dec 2018 (4) Feb 2019 (6) 3.15
-6.25% May 2011 Sep 2011 (5) Dec 2011 (8) 2.31
-6.19% Apr 2002 Oct 2002 (7) Apr 2003 (13) 2.86
-6.09% May 2010 Jun 2010 (2) Sep 2010 (5) 3.68
-5.47% Mar 2015 Sep 2015 (7) Apr 2016 (14) 2.66
-4.60% Apr 2000 May 2000 (2) Aug 2000 (5) 2.40
-4.42% Apr 2015 Sep 2015 (6) Mar 2016 (12) 2.43
-4.29% Apr 2004 Apr 2004 (1) Sep 2004 (6) 2.49
-4.07% Sep 1994 Nov 1994 (3) Feb 1995 (6) 2.01

Drawdown comparison chart since January 1992.

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Dynamic 60/40 Income Portfolio
Scott Burns Couch Potato Portfolio
Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index		 Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index
-41.44% Jun 2007 Feb 2009 (21) Sep 2010 (40) 16.67
-27.04% Nov 2007 Feb 2009 (16) Apr 2010 (30) 11.90
-19.77% Jan 2022 Sep 2022 (9) Mar 2024 (27) 10.69
-18.21% Jan 2022 Sep 2022 (9) In progress (27) 11.22
-14.24% Feb 2020 Mar 2020 (2) Nov 2020 (10) 5.81
-10.72% Feb 2020 Mar 2020 (2) Jun 2020 (5) 4.92
-10.41% Jun 2011 Sep 2011 (4) Jan 2012 (8) 4.57
-10.30% Sep 2000 Sep 2002 (25) May 2003 (33) 5.99
-8.78% Feb 1994 Jun 1994 (5) Mar 1995 (14) 5.58
-8.06% Sep 2018 Dec 2018 (4) Apr 2019 (8) 3.64
-8.06% Jul 1998 Aug 1998 (2) Nov 1998 (5) 3.72
-7.02% Jul 1998 Aug 1998 (2) Dec 1998 (6) 3.48
-6.80% Feb 1994 Nov 1994 (10) Apr 1995 (15) 3.87
-6.80% Sep 2018 Dec 2018 (4) Feb 2019 (6) 3.15
-6.25% May 2011 Sep 2011 (5) Dec 2011 (8) 2.31
-6.19% Apr 2002 Oct 2002 (7) Apr 2003 (13) 2.86
-6.09% May 2010 Jun 2010 (2) Sep 2010 (5) 3.68
-5.47% Mar 2015 Sep 2015 (7) Apr 2016 (14) 2.66
-4.60% Apr 2000 May 2000 (2) Aug 2000 (5) 2.40
-4.42% Apr 2015 Sep 2015 (6) Mar 2016 (12) 2.43

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
+2.73%
 -0.14%
+4.74%
 0.00%
2023
+12.28%
 -6.45%
+14.66%
 -6.50%
2022
-15.89%
 -18.21%
-16.31%
 -19.77%
2021
+15.27%
 -2.58%
+15.67%
 -2.76%
2020
+6.26%
 -14.24%
+15.93%
 -10.72%
2019
+18.59%
 -1.55%
+19.51%
 -2.63%
2018
-3.28%
 -6.80%
-3.32%
 -8.06%
2017
+8.11%
 -0.39%
+12.07%
 0.00%
2016
+7.39%
 -2.92%
+8.75%
 -2.08%
2015
+0.49%
 -4.42%
-0.70%
 -5.47%
2014
+11.87%
 -2.32%
+8.07%
 -2.34%
2013
+8.15%
 -3.78%
+12.48%
 -3.18%
2012
+12.84%
 -3.09%
+11.42%
 -2.32%
2011
+3.16%
 -10.41%
+7.12%
 -6.25%
2010
+14.75%
 -5.96%
+11.78%
 -6.09%
2009
+25.31%
 -19.50%
+18.92%
 -9.98%
2008
-21.78%
 -30.14%
-18.47%
 -22.29%
2007
-3.54%
 -7.01%
+8.64%
 -1.70%
2006
+14.28%
 -1.89%
+7.99%
 -1.54%
2005
+5.27%
 -2.10%
+4.40%
 -1.83%
2004
+12.11%
 -4.29%
+10.53%
 -3.54%
2003
+22.26%
 0.00%
+19.38%
 -1.09%
2002
-0.78%
 -6.19%
-1.93%
 -6.44%
2001
+5.55%
 -3.29%
-1.68%
 -8.57%
2000
+5.79%
 -3.60%
+3.54%
 -5.60%
1999
+4.89%
 -3.30%
+9.67%
 -3.30%
1998
+5.13%
 -7.02%
+16.26%
 -8.06%
1997
+16.74%
 -0.91%
+21.85%
 -3.41%
1996
+16.21%
 -0.78%
+11.14%
 -2.76%
1995
+20.42%
 -0.12%
+29.40%
 0.00%
1994
-3.20%
 -6.80%
-3.21%
 -8.78%
1993
+14.00%
 -1.75%
+13.19%
 -1.53%
1992
+13.92%
 -0.48%
+8.92%
 -2.25%