Frank Armstrong Ideal Index vs Scott Burns Seven Value 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 Seven Value Portfolio obtained a 7.85% compound annual return, with a 11.26% standard deviation, in the last 30 Years.

Summary

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Frank Armstrong Ideal Index Portfolio Scott Burns Seven Value Portfolio
Risk High High
Asset Allocation Stocks 70% 71.5%
Fixed Income 30% 28.5%
Commodities 0% 0%
30 Years Stats Return +6.58% +7.85%
Std Dev 10.60% 11.26%
Max Drawdown -40.11% -41.22%

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 Seven Value Portfolio -3.15 -2.91 -3.73 +6.04 +6.25 +7.85 +9.42
(*) 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 Seven Value Portfolio: an investment of 1000$, since June 1993, now would be worth 9651.91$, with a total return of 865.19% (7.85% 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 Seven Value Portfolio: an investment of 1000$, since January 1985, now would be worth 31768.28$, with a total return of 3076.83% (9.42% annualized).

Drawdowns

Drawdown comparison chart since May 1993.

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Frank Armstrong Ideal Index Portfolio
Scott Burns Seven Value Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-41.22% Nov 2007 Feb 2009
-40.11% Nov 2007 Feb 2009
-20.44% Jan 2020 Mar 2020
-18.25% Jan 2022 Sep 2022
-17.16% Jan 2020 Mar 2020
-16.33% Feb 2001 Sep 2002
-15.51% May 2011 Sep 2011
-15.04% Feb 2001 Sep 2002
-14.49% Apr 2022 Sep 2022
-14.02% May 2011 Sep 2011
-13.01% May 1998 Aug 1998
-12.21% May 1998 Aug 1998
-9.57% Sep 2018 Dec 2018
-9.48% Sep 2018 Dec 2018
-9.24% May 2015 Feb 2016
-8.72% Jun 2015 Feb 2016
-7.04% Feb 1994 Nov 1994
-5.59% Sep 2000 Nov 2000
-5.25% May 2012 May 2012
-4.70% Feb 2018 Feb 2018

Drawdown comparison chart since January 1985.

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Frank Armstrong Ideal Index Portfolio
Scott Burns Seven Value Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-41.22% Nov 2007 Feb 2009
-40.11% Nov 2007 Feb 2009
-20.44% Jan 2020 Mar 2020
-18.25% Jan 2022 Sep 2022
-17.34% Sep 1987 Nov 1987
-17.16% Jan 2020 Mar 2020
-16.33% Feb 2001 Sep 2002
-15.51% May 2011 Sep 2011
-15.04% Feb 2001 Sep 2002
-14.90% Sep 1987 Nov 1987
-14.74% Jan 1990 Sep 1990
-14.49% Apr 2022 Sep 2022
-14.02% May 2011 Sep 2011
-13.01% May 1998 Aug 1998
-12.21% May 1998 Aug 1998
-9.72% Jan 1990 Sep 1990
-9.57% Sep 2018 Dec 2018
-9.48% Sep 2018 Dec 2018
-9.24% May 2015 Feb 2016
-8.72% Jun 2015 Feb 2016

Yearly Returns

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

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Year Frank Armstrong Ideal Index Portfolio Scott Burns Seven Value Portfolio
2023
 +1.79% +0.40%
2022
 -11.91% -3.63%
2021
 +13.98% +22.53%
2020
 +6.95% +1.86%
2019
 +17.96% +19.31%
2018
 -6.68% -6.81%
2017
 +13.88% +10.75%
2016
 +9.05% +11.54%
2015
 -1.66% -3.57%
2014
 +4.16% +7.89%
2013
 +16.03% +14.33%
2012
 +12.36% +12.77%
2011
 -2.98% +3.05%
2010
 +13.00% +15.52%
2009
 +21.58% +23.22%
2008
 -24.86% -27.82%
2007
 +5.91% +8.29%
2006
 +17.74% +17.32%
2005
 +8.40% +12.65%
2004
 +14.62% +18.27%
2003
 +26.78% +25.26%
2002
 -7.53% -5.96%
2001
 -3.80% -4.35%
2000
 +2.04% +8.17%
1999
 +13.53% +10.89%
1998
 +8.85% +6.19%
1997
 +12.22% +14.55%
1996
 +11.54% +17.33%
1995
 +16.29% +22.68%
1994
 +1.99% -2.08%
1993
 +17.70% +19.57%
1992
 +3.75% +7.31%
1991
 +20.38% +20.27%
1990
 -9.45% -5.60%
1989
 +15.59% +21.02%
1988
 +17.45% +16.18%
1987
 +10.19% +5.84%
1986
 +28.89% +23.44%
1985
 +31.78% +28.48%