Frank Armstrong Ideal Index vs Scott Burns Margaritaville 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 Margaritaville Portfolio obtained a 7.07% compound annual return, with a 10.78% standard deviation, in the last 30 Years.

Summary

Swipe left to see all data
Frank Armstrong Ideal Index Portfolio Scott Burns Margaritaville Portfolio
Risk High High
Asset Allocation Stocks 70% 67%
Fixed Income 30% 33%
Commodities 0% 0%
30 Years Stats Return +6.58% +7.07%
Std Dev 10.60% 10.78%
Max Drawdown -40.11% -38.70%

Last Update: 31 May 2023

Historical Returns as of May 31, 2023

Comparison period starts from January 1985

Swipe left to see all data
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 Margaritaville Portfolio -1.55 +2.02 -1.46 +5.12 +5.94 +7.07 +8.99
(*) 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 Margaritaville Portfolio: an investment of 1000$, since June 1993, now would be worth 7770.49$, with a total return of 677.05% (7.07% 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 Margaritaville Portfolio: an investment of 1000$, since January 1985, now would be worth 27339.89$, with a total return of 2633.99% (8.99% annualized).

Drawdowns

Drawdown comparison chart since May 1993.

Swipe left to see all data
Frank Armstrong Ideal Index Portfolio
Scott Burns Margaritaville Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-40.11% Nov 2007 Feb 2009
-38.70% Nov 2007 Feb 2009
-22.41% Apr 2000 Sep 2002
-21.96% 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
-14.40% Jan 2020 Mar 2020
-12.82% May 2011 Sep 2011
-12.21% May 1998 Aug 1998
-9.97% Feb 2018 Dec 2018
-9.72% Jul 1998 Aug 1998
-9.68% May 2015 Feb 2016
-9.48% Sep 2018 Dec 2018
-8.72% Jun 2015 Feb 2016
-5.67% Apr 2012 May 2012
-5.59% Sep 2000 Nov 2000
-5.54% Feb 1994 Mar 1994
-4.68% Aug 1997 Aug 1997

Drawdown comparison chart since January 1985.

Swipe left to see all data
Frank Armstrong Ideal Index Portfolio
Scott Burns Margaritaville Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-40.11% Nov 2007 Feb 2009
-38.70% Nov 2007 Feb 2009
-22.41% Apr 2000 Sep 2002
-21.96% 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
-15.03% Sep 1987 Nov 1987
-14.90% Sep 1987 Nov 1987
-14.74% Jan 1990 Sep 1990
-14.53% Jan 1990 Sep 1990
-14.40% Jan 2020 Mar 2020
-12.82% May 2011 Sep 2011
-12.21% May 1998 Aug 1998
-9.97% Feb 2018 Dec 2018
-9.72% Jul 1998 Aug 1998
-9.68% May 2015 Feb 2016
-9.48% Sep 2018 Dec 2018
-8.72% Jun 2015 Feb 2016

Yearly Returns

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

Swipe left to see all data
Year Frank Armstrong Ideal Index Portfolio Scott Burns Margaritaville Portfolio
2023
 +1.79% +5.32%
2022
 -11.91% -16.10%
2021
 +13.98% +13.33%
2020
 +6.95% +14.40%
2019
 +17.96% +20.39%
2018
 -6.68% -6.92%
2017
 +13.88% +17.22%
2016
 +9.05% +7.53%
2015
 -1.66% -2.03%
2014
 +4.16% +3.95%
2013
 +16.03% +13.25%
2012
 +12.36% +13.94%
2011
 -2.98% +0.08%
2010
 +13.00% +11.85%
2009
 +21.58% +25.18%
2008
 -24.86% -26.90%
2007
 +5.91% +10.88%
2006
 +17.74% +14.22%
2005
 +8.40% +8.11%
2004
 +14.62% +13.95%
2003
 +26.78% +26.41%
2002
 -7.53% -6.46%
2001
 -3.80% -7.87%
2000
 +2.04% -2.92%
1999
 +13.53% +16.49%
1998
 +8.85% +16.12%
1997
 +12.22% +14.48%
1996
 +11.54% +9.11%
1995
 +16.29% +21.08%
1994
 +1.99% +1.10%
1993
 +17.70% +18.69%
1992
 +3.75% +1.10%
1991
 +20.38% +20.28%
1990
 -9.45% -7.54%
1989
 +15.59% +19.01%
1988
 +17.45% +16.51%
1987
 +10.19% +10.87%
1986
 +28.89% +31.94%
1985
 +31.78% +35.93%