Gold vs Scott Burns Six Ways from Sunday 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 Six Ways from Sunday Portfolio obtained a 7.60% compound annual return, with a 10.87% standard deviation, in the last 30 Years.

Summary

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Gold Portfolio Scott Burns Six Ways from Sunday Portfolio
Risk Very High High
Asset Allocation Stocks 0% 66.68%
Fixed Income 0% 33.32%
Commodities 100% 0%
30 Years Stats Return +5.37% +7.60%
Std Dev 15.53% 10.87%
Max Drawdown -42.91% -39.14%

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 Six Ways from Sunday Portfolio -3.00 -2.31 -3.72 +5.68 +5.64 +7.60 +9.17
(*) 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 Six Ways from Sunday Portfolio: an investment of 1000$, since June 1993, now would be worth 9002.51$, with a total return of 800.25% (7.60% 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 Six Ways from Sunday Portfolio: an investment of 1000$, since January 1985, now would be worth 29088.89$, with a total return of 2808.89% (9.17% annualized).

Drawdowns

Drawdown comparison chart since May 1993.

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Gold Portfolio
Scott Burns Six Ways from Sunday Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-42.91% Sep 2011 Dec 2015
-39.14% Jun 2008 Feb 2009
-37.17% Feb 1996 Aug 1999
-25.83% Mar 2008 Oct 2008
-19.67% Jan 2020 Mar 2020
-18.08% Aug 2020 Oct 2022
-14.34% Apr 2022 Sep 2022
-13.29% May 2011 Sep 2011
-12.03% May 1998 Aug 1998
-11.51% Aug 1993 Sep 1993
-10.58% Feb 2001 Sep 2002
-9.70% May 2015 Feb 2016
-9.43% Sep 2018 Dec 2018
-8.64% Dec 2004 May 2005
-8.63% May 2006 Sep 2006
-8.37% Dec 2009 Jan 2010
-8.31% Apr 2004 Apr 2004
-7.18% Feb 1994 Nov 1994
-6.38% Jan 2011 Jan 2011
-5.86% Nov 2007 Jan 2008

Drawdown comparison chart since January 1985.

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Gold Portfolio
Scott Burns Six Ways from Sunday Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-48.26% Dec 1987 Aug 1999
-42.91% Sep 2011 Dec 2015
-39.14% Jun 2008 Feb 2009
-25.83% Mar 2008 Oct 2008
-19.67% Jan 2020 Mar 2020
-18.08% Aug 2020 Oct 2022
-15.75% Sep 1987 Nov 1987
-14.34% Apr 2022 Sep 2022
-13.29% May 2011 Sep 2011
-12.03% May 1998 Aug 1998
-10.58% Feb 2001 Sep 2002
-9.70% May 2015 Feb 2016
-9.43% Sep 2018 Dec 2018
-9.11% Jan 1990 Sep 1990
-8.63% May 2006 Sep 2006
-8.37% Dec 2009 Jan 2010
-8.14% Oct 1986 Dec 1986
-7.18% Feb 1994 Nov 1994
-6.67% Jan 1985 Feb 1985
-6.38% Jan 2011 Jan 2011

Yearly Returns

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

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Year Gold Portfolio Scott Burns Six Ways from Sunday Portfolio
2023
 +7.47% +1.01%
2022
 -0.77% -3.84%
2021
 -4.15% +21.86%
2020
 +24.81% +1.75%
2019
 +17.86% +18.22%
2018
 -1.94% -7.04%
2017
 +12.81% +9.66%
2016
 +8.03% +10.61%
2015
 -10.67% -4.01%
2014
 -2.19% +7.00%
2013
 -28.33% +11.16%
2012
 +6.60% +12.35%
2011
 +9.57% +3.38%
2010
 +29.27% +15.68%
2009
 +24.03% +23.77%
2008
 +4.92% -26.45%
2007
 +30.45% +9.69%
2006
 +22.55% +16.49%
2005
 +17.76% +13.58%
2004
 +4.65% +18.78%
2003
 +19.89% +24.09%
2002
 +25.57% -3.44%
2001
 +0.75% -3.08%
2000
 -5.44% +8.56%
1999
 +0.85% +10.58%
1998
 -0.83% +4.74%
1997
 -21.41% +11.97%
1996
 -4.59% +16.58%
1995
 +0.98% +20.25%
1994
 -2.17% -2.33%
1993
 +17.68% +19.81%
1992
 -5.73% +5.94%
1991
 -8.56% +19.65%
1990
 -3.11% -5.36%
1989
 -2.84% +20.03%
1988
 -15.26% +15.52%
1987
 +24.53% +6.47%
1986
 +18.96% +24.09%
1985
 +6.00% +27.73%