iShares Lifepath Fund vs Scott Burns Couch Potato Portfolio Comparison

Last Update: 31 May 2023

The iShares Lifepath Fund Portfolio obtained a 6.36% compound annual return, with a 6.89% standard deviation, in the last 30 Years.

The Scott Burns Couch Potato Portfolio obtained a 7.88% compound annual return, with a 8.66% standard deviation, in the last 30 Years.

Summary

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iShares Lifepath Fund Portfolio Scott Burns Couch Potato Portfolio
Risk Medium Medium
Asset Allocation Stocks 40.42% 50%
Fixed Income 59.58% 50%
Commodities 0% 0%
30 Years Stats Return +6.36% +7.88%
Std Dev 6.89% 8.66%
Max Drawdown -21.23% -27.04%

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(*)
iShares Lifepath Fund Portfolio -1.13 +1.71 -1.54 +3.71 +4.61 +6.36 +7.99
Scott Burns Couch Potato Portfolio -0.62 +1.59 -1.84 +6.25 +6.61 +7.88 +9.20
(*) Returns over 1 year are annualized

Capital Growth as of May 31, 2023

iShares Lifepath Fund Portfolio: an investment of 1000$, since June 1993, now would be worth 6359.49$, with a total return of 535.95% (6.36% annualized).

Scott Burns Couch Potato Portfolio: an investment of 1000$, since June 1993, now would be worth 9734.74$, with a total return of 873.47% (7.88% annualized).

iShares Lifepath Fund Portfolio: an investment of 1000$, since January 1985, now would be worth 19142.48$, with a total return of 1814.25% (7.99% annualized).

Scott Burns Couch Potato Portfolio: an investment of 1000$, since January 1985, now would be worth 29353.94$, with a total return of 2835.39% (9.20% annualized).

Drawdowns

Drawdown comparison chart since May 1993.

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iShares Lifepath Fund Portfolio
Scott Burns Couch Potato Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-27.04% Nov 2007 Feb 2009
-21.23% Nov 2007 Feb 2009
-19.77% Jan 2022 Sep 2022
-18.92% Jan 2022 Sep 2022
-10.72% Feb 2020 Mar 2020
-10.30% Sep 2000 Sep 2002
-8.78% Feb 1994 Jun 1994
-8.33% Feb 2020 Mar 2020
-8.06% Sep 2018 Dec 2018
-8.06% Jul 1998 Aug 1998
-7.15% Feb 2001 Sep 2002
-6.25% May 2011 Sep 2011
-6.09% May 2010 Jun 2010
-5.64% May 2011 Sep 2011
-5.47% Mar 2015 Sep 2015
-5.36% Jul 1998 Aug 1998
-5.27% Sep 2018 Dec 2018
-4.89% Feb 1994 Jun 1994
-4.60% Apr 2000 May 2000
-4.45% May 2015 Sep 2015

Drawdown comparison chart since January 1985.

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iShares Lifepath Fund Portfolio
Scott Burns Couch Potato Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-27.04% Nov 2007 Feb 2009
-21.23% Nov 2007 Feb 2009
-19.77% Jan 2022 Sep 2022
-18.92% Jan 2022 Sep 2022
-16.03% Sep 1987 Nov 1987
-10.86% Sep 1987 Nov 1987
-10.72% Feb 2020 Mar 2020
-10.30% Sep 2000 Sep 2002
-8.78% Feb 1994 Jun 1994
-8.33% Feb 2020 Mar 2020
-8.06% Sep 2018 Dec 2018
-8.06% Jul 1998 Aug 1998
-7.58% Aug 1990 Sep 1990
-7.15% Feb 2001 Sep 2002
-7.10% Aug 1990 Sep 1990
-6.25% May 2011 Sep 2011
-6.09% May 2010 Jun 2010
-5.78% Jan 1990 Apr 1990
-5.64% May 2011 Sep 2011
-5.55% Sep 1986 Sep 1986

Yearly Returns

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

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Year iShares Lifepath Fund Portfolio Scott Burns Couch Potato Portfolio
2023
 +4.22% +5.33%
2022
 -15.14% -16.31%
2021
 +8.05% +15.67%
2020
 +11.47% +15.93%
2019
 +16.20% +19.51%
2018
 -3.49% -3.32%
2017
 +11.24% +12.07%
2016
 +6.11% +8.75%
2015
 -0.37% -0.70%
2014
 +6.00% +8.07%
2013
 +9.07% +12.48%
2012
 +9.09% +11.42%
2011
 +3.66% +7.12%
2010
 +10.07% +11.78%
2009
 +15.04% +18.92%
2008
 -12.05% -18.47%
2007
 +7.94% +8.64%
2006
 +10.06% +7.99%
2005
 +5.27% +4.40%
2004
 +9.19% +10.53%
2003
 +16.31% +19.38%
2002
 -1.88% -1.93%
2001
 -0.13% -1.68%
2000
 +3.22% +3.54%
1999
 +8.91% +9.67%
1998
 +13.44% +16.26%
1997
 +14.26% +21.85%
1996
 +8.55% +11.14%
1995
 +21.33% +29.40%
1994
 -0.37% -3.21%
1993
 +13.45% +13.19%
1992
 +4.84% +8.92%
1991
 +19.41% +25.50%
1990
 +0.16% +1.06%
1989
 +17.85% +21.95%
1988
 +12.45% +11.91%
1987
 +5.68% +1.19%
1986
 +22.44% +16.48%
1985
 +28.90% +28.66%