Frank Armstrong Ideal Index vs Scott Burns Five Fold Portfolio Comparison

Last Update: 31 May 2023

The Frank Armstrong Ideal Index Portfolio obtained a 6.58% compound annual return, with a 10.60% standard deviation, in the last 30 Years.

The Scott Burns Five Fold Portfolio obtained a 7.18% compound annual return, with a 9.64% standard deviation, in the last 30 Years.

Summary

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Frank Armstrong Ideal Index Portfolio Scott Burns Five Fold Portfolio
Risk High High
Asset Allocation Stocks 70% 60%
Fixed Income 30% 40%
Commodities 0% 0%
30 Years Stats Return +6.58% +7.18%
Std Dev 10.60% 9.64%
Max Drawdown -40.11% -37.94%

Last Update: 31 May 2023

Historical Returns as of May 31, 2023

Comparison period starts from January 1985

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
Frank Armstrong Ideal Index Portfolio -2.17 -0.94 -2.80 +3.70 +5.25 +6.58 +8.39
Scott Burns Five Fold Portfolio -1.69 +0.02 -4.35 +4.21 +5.18 +7.18 +8.79
(*) Returns over 1 year are annualized

Capital Growth as of May 31, 2023

Frank Armstrong Ideal Index Portfolio: an investment of 1000$, since June 1993, now would be worth 6770.66$, with a total return of 577.07% (6.58% annualized).

Scott Burns Five Fold Portfolio: an investment of 1000$, since June 1993, now would be worth 7996.44$, with a total return of 699.64% (7.18% annualized).

Frank Armstrong Ideal Index Portfolio: an investment of 1000$, since January 1985, now would be worth 22110.33$, with a total return of 2111.03% (8.39% annualized).

Scott Burns Five Fold Portfolio: an investment of 1000$, since January 1985, now would be worth 25437.05$, with a total return of 2443.70% (8.79% annualized).

Drawdowns

Drawdown comparison chart since May 1993.

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Frank Armstrong Ideal Index Portfolio
Scott Burns Five Fold Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-40.11% Nov 2007 Feb 2009
-37.94% Nov 2007 Feb 2009
-21.60% Jan 2022 Sep 2022
-18.25% Jan 2022 Sep 2022
-17.16% Jan 2020 Mar 2020
-16.33% Feb 2001 Sep 2002
-15.51% May 2011 Sep 2011
-13.82% Feb 2020 Mar 2020
-12.21% May 1998 Aug 1998
-10.32% May 2011 Sep 2011
-9.48% Sep 2018 Dec 2018
-8.72% Jun 2015 Feb 2016
-8.29% Jul 1998 Aug 1998
-7.79% Feb 1994 Nov 1994
-7.24% Jun 2002 Sep 2002
-6.93% Sep 2018 Dec 2018
-6.31% Mar 2015 Sep 2015
-6.11% Feb 2001 Sep 2001
-5.59% Sep 2000 Nov 2000
-5.45% May 2013 Aug 2013

Drawdown comparison chart since January 1985.

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Frank Armstrong Ideal Index Portfolio
Scott Burns Five Fold Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-40.11% Nov 2007 Feb 2009
-37.94% Nov 2007 Feb 2009
-21.60% Jan 2022 Sep 2022
-18.25% Jan 2022 Sep 2022
-17.16% Jan 2020 Mar 2020
-16.33% Feb 2001 Sep 2002
-15.51% May 2011 Sep 2011
-14.90% Sep 1987 Nov 1987
-14.74% Jan 1990 Sep 1990
-13.82% Feb 2020 Mar 2020
-12.21% Jan 1990 Sep 1990
-12.21% May 1998 Aug 1998
-11.82% Sep 1987 Nov 1987
-10.32% May 2011 Sep 2011
-9.48% Sep 2018 Dec 2018
-8.72% Jun 2015 Feb 2016
-8.29% Jul 1998 Aug 1998
-7.79% Feb 1994 Nov 1994
-7.24% Jun 2002 Sep 2002
-6.93% Sep 2018 Dec 2018

Yearly Returns

Yearly return comparison. Common historical serie start from January 1985.

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Year Frank Armstrong Ideal Index Portfolio Scott Burns Five Fold Portfolio
2023
+1.79% +3.51%
2022
-11.91% -17.44%
2021
+13.98% +15.57%
2020
+6.95% +8.59%
2019
+17.96% +19.52%
2018
-6.68% -4.81%
2017
+13.88% +11.77%
2016
+9.05% +7.13%
2015
-1.66% -0.51%
2014
+4.16% +10.14%
2013
+16.03% +8.13%
2012
+12.36% +13.78%
2011
-2.98% +3.49%
2010
+13.00% +14.45%
2009
+21.58% +24.16%
2008
-24.86% -23.95%
2007
+5.91% +4.26%
2006
+17.74% +16.17%
2005
+8.40% +8.26%
2004
+14.62% +15.75%
2003
+26.78% +23.74%
2002
-7.53% -1.18%
2001
-3.80% -0.06%
2000
+2.04% +5.40%
1999
+13.53% +9.10%
1998
+8.85% +9.78%
1997
+12.22% +11.37%
1996
+11.54% +13.09%
1995
+16.29% +19.23%
1994
+1.99% -2.47%
1993
+17.70% +18.48%
1992
+3.75% +5.91%
1991
+20.38% +23.52%
1990
-9.45% -6.16%
1989
+15.59% +15.34%
1988
+17.45% +14.35%
1987
+10.19% +6.54%
1986
+28.89% +26.37%
1985
+31.78% +30.39%