Gold vs Scott Burns Five Fold Portfolio Comparison

Last Update: 31 May 2023

The Gold Portfolio obtained a 5.37% compound annual return, with a 15.53% 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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Gold Portfolio Scott Burns Five Fold Portfolio
Risk Very High High
Asset Allocation Stocks 0% 60%
Fixed Income 0% 40%
Commodities 100% 0%
30 Years Stats Return +5.37% +7.18%
Std Dev 15.53% 9.64%
Max Drawdown -42.91% -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(*)
Gold Portfolio -1.34 +10.62 +6.53 +8.17 +3.13 +5.37 +4.72
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

Gold Portfolio: an investment of 1000$, since June 1993, now would be worth 4803.84$, with a total return of 380.38% (5.37% 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).

Gold Portfolio: an investment of 1000$, since January 1985, now would be worth 5881.31$, with a total return of 488.13% (4.72% 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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Gold Portfolio
Scott Burns Five Fold Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-42.91% Sep 2011 Dec 2015
-37.94% Nov 2007 Feb 2009
-37.17% Feb 1996 Aug 1999
-25.83% Mar 2008 Oct 2008
-21.60% Jan 2022 Sep 2022
-18.08% Aug 2020 Oct 2022
-13.82% Feb 2020 Mar 2020
-11.51% Aug 1993 Sep 1993
-10.32% May 2011 Sep 2011
-8.64% Dec 2004 May 2005
-8.63% May 2006 Sep 2006
-8.37% Dec 2009 Jan 2010
-8.31% Apr 2004 Apr 2004
-8.29% Jul 1998 Aug 1998
-7.79% Feb 1994 Nov 1994
-7.24% Jun 2002 Sep 2002
-6.93% Sep 2018 Dec 2018
-6.38% Jan 2011 Jan 2011
-6.31% Mar 2015 Sep 2015
-6.11% Feb 2001 Sep 2001

Drawdown comparison chart since January 1985.

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Gold Portfolio
Scott Burns Five Fold Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-48.26% Dec 1987 Aug 1999
-42.91% Sep 2011 Dec 2015
-37.94% Nov 2007 Feb 2009
-25.83% Mar 2008 Oct 2008
-21.60% Jan 2022 Sep 2022
-18.08% Aug 2020 Oct 2022
-13.82% Feb 2020 Mar 2020
-12.21% Jan 1990 Sep 1990
-11.82% Sep 1987 Nov 1987
-10.32% May 2011 Sep 2011
-8.63% May 2006 Sep 2006
-8.37% Dec 2009 Jan 2010
-8.29% Jul 1998 Aug 1998
-8.14% Oct 1986 Dec 1986
-7.79% Feb 1994 Nov 1994
-7.24% Jun 2002 Sep 2002
-6.93% Sep 2018 Dec 2018
-6.67% Jan 1985 Feb 1985
-6.38% Jan 2011 Jan 2011
-6.31% Mar 2015 Sep 2015

Yearly Returns

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

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Year Gold Portfolio Scott Burns Five Fold Portfolio
2023
 +7.47% +3.51%
2022
 -0.77% -17.44%
2021
 -4.15% +15.57%
2020
 +24.81% +8.59%
2019
 +17.86% +19.52%
2018
 -1.94% -4.81%
2017
 +12.81% +11.77%
2016
 +8.03% +7.13%
2015
 -10.67% -0.51%
2014
 -2.19% +10.14%
2013
 -28.33% +8.13%
2012
 +6.60% +13.78%
2011
 +9.57% +3.49%
2010
 +29.27% +14.45%
2009
 +24.03% +24.16%
2008
 +4.92% -23.95%
2007
 +30.45% +4.26%
2006
 +22.55% +16.17%
2005
 +17.76% +8.26%
2004
 +4.65% +15.75%
2003
 +19.89% +23.74%
2002
 +25.57% -1.18%
2001
 +0.75% -0.06%
2000
 -5.44% +5.40%
1999
 +0.85% +9.10%
1998
 -0.83% +9.78%
1997
 -21.41% +11.37%
1996
 -4.59% +13.09%
1995
 +0.98% +19.23%
1994
 -2.17% -2.47%
1993
 +17.68% +18.48%
1992
 -5.73% +5.91%
1991
 -8.56% +23.52%
1990
 -3.11% -6.16%
1989
 -2.84% +15.34%
1988
 -15.26% +14.35%
1987
 +24.53% +6.54%
1986
 +18.96% +26.37%
1985
 +6.00% +30.39%