Frank Armstrong Ideal Index vs Scott Burns Seven Value Portfolio Comparison

Last Update: 29 February 2024

The Frank Armstrong Ideal Index Portfolio obtained a 6.70% compound annual return, with a 10.68% 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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Frank Armstrong Ideal Index Portfolio Scott Burns Seven Value Portfolio
Portfolio Risk High High
Asset Allocation Stocks 70% 71.5%
Fixed Income 30% 28.5%
Commodities 0% 0%
30 Years Stats Return +6.70% +8.03%
Std Dev 10.68% 11.31%
Max Drawdown -40.11% -41.22%
All time Stats
(Since Jan 1985)
Return +8.51% +9.54%
Std Dev 10.62% 11.05%
Max Drawdown -40.11% -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
Frank Armstrong Ideal Index Portfolio +2.13 +6.52 +9.67 +5.76 +5.35 +6.70 +8.51
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

Frank Armstrong Ideal Index Portfolio: an investment of 1$, since March 1994, now would be worth 6.99$, with a total return of 598.94% (6.70% 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).

Frank Armstrong Ideal Index Portfolio: an investment of 1$, since January 1985, now would be worth 24.53$, with a total return of 2353.30% (8.51% 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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Frank Armstrong Ideal Index 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
-41.22% Nov 2007 Feb 2009 (16) Jan 2011 (39) 18.65
-40.11% Nov 2007 Feb 2009 (16) Feb 2011 (40) 17.98
-20.44% Jan 2020 Mar 2020 (3) Dec 2020 (12) 9.33
-18.25% Jan 2022 Sep 2022 (9) In progress (26) 8.88
-17.16% Jan 2020 Mar 2020 (3) Nov 2020 (11) 7.90
-16.33% Feb 2001 Sep 2002 (20) Oct 2003 (33) 8.83
-15.51% May 2011 Sep 2011 (5) Dec 2012 (20) 6.02
-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
-12.21% May 1998 Aug 1998 (4) Dec 1998 (8) 5.81
-9.57% Sep 2018 Dec 2018 (4) Mar 2019 (7) 4.30
-9.48% Sep 2018 Dec 2018 (4) Apr 2019 (8) 4.31
-9.24% May 2015 Feb 2016 (10) Jun 2016 (14) 5.24
-8.72% Jun 2015 Feb 2016 (9) Jul 2016 (14) 4.53
-7.06% Aug 2023 Oct 2023 (3) Dec 2023 (5) 3.54
-5.59% Sep 2000 Nov 2000 (3) Jan 2001 (5) 2.62
-5.25% May 2012 May 2012 (1) Aug 2012 (4) 2.49
-5.09% Mar 1994 Nov 1994 (9) Mar 1995 (13) 2.87

Drawdown comparison chart since January 1985.

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Frank Armstrong Ideal Index 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
-41.22% Nov 2007 Feb 2009 (16) Jan 2011 (39) 18.65
-40.11% Nov 2007 Feb 2009 (16) Feb 2011 (40) 17.98
-20.44% Jan 2020 Mar 2020 (3) Dec 2020 (12) 9.33
-18.25% Jan 2022 Sep 2022 (9) In progress (26) 8.88
-17.34% Sep 1987 Nov 1987 (3) Dec 1988 (16) 7.74
-17.16% Jan 2020 Mar 2020 (3) Nov 2020 (11) 7.90
-16.33% Feb 2001 Sep 2002 (20) Oct 2003 (33) 8.83
-15.51% May 2011 Sep 2011 (5) Dec 2012 (20) 6.02
-15.04% Feb 2001 Sep 2002 (20) Sep 2003 (32) 7.83
-14.90% Sep 1987 Nov 1987 (3) Oct 1988 (14) 6.97
-14.74% Jan 1990 Sep 1990 (9) Mar 1991 (15) 7.43
-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
-12.21% May 1998 Aug 1998 (4) Dec 1998 (8) 5.81
-9.72% Jan 1990 Sep 1990 (9) Feb 1991 (14) 5.24
-9.57% Sep 2018 Dec 2018 (4) Mar 2019 (7) 4.30
-9.48% Sep 2018 Dec 2018 (4) Apr 2019 (8) 4.31
-9.24% May 2015 Feb 2016 (10) Jun 2016 (14) 5.24
-8.72% Jun 2015 Feb 2016 (9) Jul 2016 (14) 4.53

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
+0.80%
-1.30%
+1.43%
-0.78%
2023
+12.04%
-8.06%
+10.67%
-7.06%
2022
-11.91%
-18.25%
-3.63%
-14.49%
2021
+13.98%
-2.66%
+22.53%
-2.24%
2020
+6.95%
-17.16%
+1.86%
-20.44%
2019
+17.96%
-4.04%
+19.31%
-3.92%
2018
-6.68%
-9.48%
-6.81%
-9.57%
2017
+13.88%
-0.15%
+10.75%
-0.38%
2016
+9.05%
-4.06%
+11.54%
-3.28%
2015
-1.66%
-7.44%
-3.57%
-9.07%
2014
+4.16%
-3.12%
+7.89%
-3.60%
2013
+16.03%
-2.21%
+14.33%
-3.26%
2012
+12.36%
-6.57%
+12.77%
-5.25%
2011
-2.98%
-15.51%
+3.05%
-14.02%
2010
+13.00%
-8.67%
+15.52%
-8.80%
2009
+21.58%
-16.28%
+23.22%
-16.01%
2008
-24.86%
-27.96%
-27.82%
-32.22%
2007
+5.91%
-4.80%
+8.29%
-3.44%
2006
+17.74%
-2.78%
+17.32%
-2.23%
2005
+8.40%
-2.89%
+12.65%
-3.52%
2004
+14.62%
-3.40%
+18.27%
-3.80%
2003
+26.78%
-3.93%
+25.26%
-1.84%
2002
-7.53%
-13.72%
-5.96%
-12.60%
2001
-3.80%
-11.76%
-4.35%
-10.12%
2000
+2.04%
-5.59%
+8.17%
-4.20%
1999
+13.53%
-2.81%
+10.89%
-3.22%
1998
+8.85%
-12.21%
+6.19%
-13.01%
1997
+12.22%
-4.02%
+14.55%
-2.60%
1996
+11.54%
-3.03%
+17.33%
-2.26%
1995
+16.29%
-1.64%
+22.68%
-1.40%
1994
+1.99%
-4.20%
-2.08%
-7.04%
1993
+17.70%
-4.41%
+19.57%
-4.28%
1992
+3.75%
-3.20%
+7.31%
-2.91%
1991
+20.38%
-3.65%
+20.27%
-3.54%
1990
-9.45%
-14.74%
-5.60%
-9.72%
1989
+15.59%
-2.18%
+21.02%
-1.39%
1988
+17.45%
-2.71%
+16.18%
-2.10%
1987
+10.19%
-14.90%
+5.84%
-17.34%
1986
+28.89%
-3.91%
+23.44%
-3.19%
1985
+31.78%
-1.78%
+28.48%
-1.76%