Last Update: 31 May 2023
The Gretchen Tai Portfolio obtained a 7.16% compound annual return, with a 11.59% 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
Gretchen Tai Portfolio | Scott Burns Six Ways from Sunday Portfolio | ||
---|---|---|---|
Risk | High | High | |
Asset Allocation | Stocks | 70% | 66.68% |
Fixed Income | 30% | 33.32% | |
Commodities | 0% | 0% | |
30 Years Stats | Return | +7.16% | +7.60% |
Std Dev | 11.59% | 10.87% | |
Max Drawdown | -41.80% | -39.14% |
Last Update: 31 May 2023
Historical Returns as of May 31, 2023
Comparison period starts from January 1986
1M | 6M | 1Y | 5Y(*) | 10Y(*) | 30Y(*) | MAX(*) | |
---|---|---|---|---|---|---|---|
Gretchen Tai Portfolio | -1.83 | +1.44 | -2.06 | +4.06 | +5.62 | +7.16 | +8.65 |
Scott Burns Six Ways from Sunday Portfolio | -3.00 | -2.31 | -3.72 | +5.68 | +5.64 | +7.60 | +8.71 |
Capital Growth as of May 31, 2023
Gretchen Tai Portfolio: an investment of 1000$, since June 1993, now would be worth 7972.31$, with a total return of 697.23% (7.16% 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).
Gretchen Tai Portfolio: an investment of 1000$, since January 1986, now would be worth 22301.46$, with a total return of 2130.15% (8.65% annualized).
Scott Burns Six Ways from Sunday Portfolio: an investment of 1000$, since January 1986, now would be worth 22773.66$, with a total return of 2177.37% (8.71% annualized).
Drawdowns
Drawdown comparison chart since May 1993.
Gretchen Tai Portfolio |
Scott Burns Six Ways from Sunday Portfolio |
||||
---|---|---|---|---|---|
Drawdown | Start | Bottom | Drawdown | Start | Bottom |
-41.80% | Nov 2007 | Feb 2009 | |||
-39.14% | Jun 2008 | Feb 2009 | |||
-23.59% | Jan 2022 | Sep 2022 | |||
-22.92% | Apr 2000 | Sep 2002 | |||
-19.67% | Jan 2020 | Mar 2020 | |||
-16.24% | Jan 2020 | Mar 2020 | |||
-14.34% | Apr 2022 | Sep 2022 | |||
-14.25% | May 2011 | Sep 2011 | |||
-13.29% | May 2011 | Sep 2011 | |||
-12.86% | May 1998 | Aug 1998 | |||
-12.03% | May 1998 | Aug 1998 | |||
-10.58% | Feb 2001 | Sep 2002 | |||
-10.37% | Feb 2018 | Dec 2018 | |||
-10.09% | May 2015 | Feb 2016 | |||
-9.70% | May 2015 | Feb 2016 | |||
-9.43% | Sep 2018 | Dec 2018 | |||
-7.18% | Feb 1994 | Nov 1994 | |||
-7.04% | Feb 1994 | Mar 1994 | |||
-5.86% | Nov 2007 | Jan 2008 | |||
-5.14% | May 2012 | May 2012 |
Drawdown comparison chart since January 1986.
Gretchen Tai Portfolio |
Scott Burns Six Ways from Sunday Portfolio |
||||
---|---|---|---|---|---|
Drawdown | Start | Bottom | Drawdown | Start | Bottom |
-41.80% | Nov 2007 | Feb 2009 | |||
-39.14% | Jun 2008 | Feb 2009 | |||
-23.59% | Jan 2022 | Sep 2022 | |||
-22.92% | Apr 2000 | Sep 2002 | |||
-19.67% | Jan 2020 | Mar 2020 | |||
-17.50% | Sep 1987 | Nov 1987 | |||
-16.24% | Jan 2020 | Mar 2020 | |||
-16.12% | Jan 1990 | Sep 1990 | |||
-15.75% | Sep 1987 | Nov 1987 | |||
-14.34% | Apr 2022 | Sep 2022 | |||
-14.25% | May 2011 | Sep 2011 | |||
-13.29% | May 2011 | Sep 2011 | |||
-12.86% | May 1998 | Aug 1998 | |||
-12.03% | May 1998 | Aug 1998 | |||
-10.58% | Feb 2001 | Sep 2002 | |||
-10.37% | Feb 2018 | Dec 2018 | |||
-10.09% | May 2015 | Feb 2016 | |||
-9.70% | May 2015 | Feb 2016 | |||
-9.43% | Sep 2018 | Dec 2018 | |||
-9.11% | Jan 1990 | Sep 1990 |
Yearly Returns
Yearly return comparison. Common historical serie start from January 1986.
Year | Gretchen Tai Portfolio | Scott Burns Six Ways from Sunday Portfolio |
---|---|---|
2023 |
+4.75% | +1.01% |
2022 |
-17.30% | -3.84% |
2021 |
+12.15% | +21.86% |
2020 |
+12.24% | +1.75% |
2019 |
+20.82% | +18.22% |
2018 |
-7.59% | -7.04% |
2017 |
+18.32% | +9.66% |
2016 |
+7.93% | +10.61% |
2015 |
-2.21% | -4.01% |
2014 |
+4.44% | +7.00% |
2013 |
+14.58% | +11.16% |
2012 |
+14.85% | +12.35% |
2011 |
-1.45% | +3.38% |
2010 |
+12.51% | +15.68% |
2009 |
+26.58% | +23.77% |
2008 |
-27.67% | -26.45% |
2007 |
+9.39% | +9.69% |
2006 |
+17.39% | +16.49% |
2005 |
+10.26% | +13.58% |
2004 |
+15.60% | +18.78% |
2003 |
+29.40% | +24.09% |
2002 |
-7.43% | -3.44% |
2001 |
-6.29% | -3.08% |
2000 |
-4.67% | +8.56% |
1999 |
+22.01% | +10.58% |
1998 |
+10.02% | +4.74% |
1997 |
+11.39% | +11.97% |
1996 |
+10.62% | +16.58% |
1995 |
+17.98% | +20.25% |
1994 |
-0.51% | -2.33% |
1993 |
+26.87% | +19.81% |
1992 |
+0.50% | +5.94% |
1991 |
+30.31% | +19.65% |
1990 |
-8.54% | -5.36% |
1989 |
+25.15% | +20.03% |
1988 |
+19.39% | +15.52% |
1987 |
+4.96% | +6.47% |
1986 |
+29.74% | +24.09% |