Scott Burns Five Fold vs Burton Malkiel Late Sixties and Beyond Portfolio Comparison

Last Update: 29 February 2024

The Scott Burns Five Fold Portfolio obtained a 7.25% compound annual return, with a 9.75% standard deviation, in the last 30 Years.

The Burton Malkiel Late Sixties and Beyond Portfolio obtained a 8.20% compound annual return, with a 11.68% standard deviation, in the last 30 Years.

Summary

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Scott Burns Five Fold Portfolio Burton Malkiel Late Sixties and Beyond Portfolio
Portfolio Risk High High
Asset Allocation Stocks 60% 71%
Fixed Income 40% 29%
Commodities 0% 0%
30 Years Stats Return +7.25% +8.20%
Std Dev 9.75% 11.68%
Max Drawdown -37.94% -41.80%
All time Stats
(Since Jan 1985)
Return +8.88% +9.78%
Std Dev 9.64% 11.64%
Max Drawdown -37.94% -41.80%
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
Scott Burns Five Fold Portfolio +1.77 +6.62 +10.77 +5.59 +5.50 +7.25 +8.88
Burton Malkiel Late Sixties and Beyond Portfolio +2.56 +7.85 +13.56 +6.84 +6.62 +8.20 +9.78
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Scott Burns Five Fold Portfolio: an investment of 1$, since March 1994, now would be worth 8.15$, with a total return of 715.49% (7.25% annualized).

Burton Malkiel Late Sixties and Beyond Portfolio: an investment of 1$, since March 1994, now would be worth 10.62$, with a total return of 962.39% (8.20% annualized).

Scott Burns Five Fold Portfolio: an investment of 1$, since January 1985, now would be worth 27.97$, with a total return of 2696.79% (8.88% annualized).

Burton Malkiel Late Sixties and Beyond Portfolio: an investment of 1$, since January 1985, now would be worth 38.68$, with a total return of 3767.53% (9.78% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Scott Burns Five Fold Portfolio
Burton Malkiel Late Sixties and Beyond Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-41.80% Nov 2007 Feb 2009 (16) Dec 2010 (38) 18.91
-37.94% Nov 2007 Feb 2009 (16) Oct 2010 (36) 16.75
-22.44% Jan 2022 Sep 2022 (9) In progress (26) 12.14
-21.60% Jan 2022 Sep 2022 (9) In progress (26) 12.65
-16.82% Jan 2020 Mar 2020 (3) Aug 2020 (8) 7.53
-16.48% May 1998 Aug 1998 (4) Apr 1999 (12) 6.57
-13.82% Feb 2020 Mar 2020 (2) Aug 2020 (7) 6.46
-13.38% May 2011 Sep 2011 (5) Feb 2012 (10) 5.60
-12.20% May 2002 Sep 2002 (5) May 2003 (13) 8.08
-10.32% May 2011 Sep 2011 (5) Jan 2012 (9) 4.28
-9.27% Feb 2001 Sep 2001 (8) Feb 2002 (13) 3.95
-8.29% Jul 1998 Aug 1998 (2) Nov 1998 (5) 3.98
-8.08% Feb 2018 Dec 2018 (11) Feb 2019 (13) 3.63
-7.72% Mar 2015 Sep 2015 (7) Jun 2016 (16) 3.95
-7.24% Jun 2002 Sep 2002 (4) May 2003 (12) 4.55
-7.04% Apr 2004 Apr 2004 (1) Oct 2004 (7) 3.88
-6.93% Sep 2018 Dec 2018 (4) Mar 2019 (7) 3.17
-6.31% Mar 2015 Sep 2015 (7) May 2016 (15) 3.29
-6.22% Mar 1994 Nov 1994 (9) May 1995 (15) 3.60
-6.12% Sep 2000 Nov 2000 (3) Jan 2001 (5) 3.15

Drawdown comparison chart since January 1985.

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Scott Burns Five Fold Portfolio
Burton Malkiel Late Sixties and Beyond Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-41.80% Nov 2007 Feb 2009 (16) Dec 2010 (38) 18.91
-37.94% Nov 2007 Feb 2009 (16) Oct 2010 (36) 16.75
-22.44% Jan 2022 Sep 2022 (9) In progress (26) 12.14
-21.60% Jan 2022 Sep 2022 (9) In progress (26) 12.65
-19.08% Sep 1987 Nov 1987 (3) Jan 1989 (17) 9.05
-16.82% Jan 2020 Mar 2020 (3) Aug 2020 (8) 7.53
-16.48% May 1998 Aug 1998 (4) Apr 1999 (12) 6.57
-13.82% Feb 2020 Mar 2020 (2) Aug 2020 (7) 6.46
-13.63% Aug 1990 Sep 1990 (2) Feb 1991 (7) 7.86
-13.38% May 2011 Sep 2011 (5) Feb 2012 (10) 5.60
-12.21% Jan 1990 Sep 1990 (9) Feb 1991 (14) 6.21
-12.20% May 2002 Sep 2002 (5) May 2003 (13) 8.08
-11.82% Sep 1987 Nov 1987 (3) Jun 1988 (10) 5.91
-10.32% May 2011 Sep 2011 (5) Jan 2012 (9) 4.28
-9.27% Feb 2001 Sep 2001 (8) Feb 2002 (13) 3.95
-8.29% Jul 1998 Aug 1998 (2) Nov 1998 (5) 3.98
-8.08% Feb 2018 Dec 2018 (11) Feb 2019 (13) 3.63
-7.79% Feb 1994 Nov 1994 (10) May 1995 (16) 4.90
-7.72% Mar 2015 Sep 2015 (7) Jun 2016 (16) 3.95
-7.24% Jun 2002 Sep 2002 (4) May 2003 (12) 4.55

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
+0.58%
-1.17%
+1.58%
-0.95%
2023
+13.15%
-7.82%
+14.40%
-8.53%
2022
-17.44%
-21.60%
-16.23%
-22.44%
2021
+15.57%
-3.25%
+15.40%
-3.79%
2020
+8.59%
-13.82%
+10.03%
-16.82%
2019
+19.52%
-1.92%
+22.55%
-3.12%
2018
-4.81%
-6.93%
-5.90%
-8.08%
2017
+11.77%
0.00%
+16.49%
0.00%
2016
+7.13%
-3.39%
+8.48%
-3.07%
2015
-0.51%
-6.31%
-1.63%
-7.72%
2014
+10.14%
-3.22%
+9.01%
-3.10%
2013
+8.13%
-5.45%
+12.49%
-4.03%
2012
+13.78%
-4.08%
+14.20%
-5.09%
2011
+3.49%
-10.32%
+1.01%
-13.38%
2010
+14.45%
-6.47%
+14.47%
-8.21%
2009
+24.16%
-15.00%
+25.30%
-17.05%
2008
-23.95%
-30.12%
-26.02%
-31.57%
2007
+4.26%
-3.99%
+5.18%
-5.15%
2006
+16.17%
-2.07%
+20.06%
-2.71%
2005
+8.26%
-2.40%
+9.86%
-2.99%
2004
+15.75%
-5.26%
+14.78%
-7.04%
2003
+23.74%
-1.51%
+29.73%
-0.86%
2002
-1.18%
-7.24%
-5.70%
-12.20%
2001
-0.06%
-6.11%
+5.85%
-9.27%
2000
+5.40%
-3.85%
+2.46%
-6.12%
1999
+9.10%
-2.61%
+12.48%
-4.06%
1998
+9.78%
-8.29%
+5.92%
-16.48%
1997
+11.37%
-3.10%
+15.13%
-4.83%
1996
+13.09%
-1.17%
+18.95%
-2.65%
1995
+19.23%
-0.70%
+20.20%
-1.35%
1994
-2.47%
-7.79%
-3.17%
-7.20%
1993
+18.48%
-3.77%
+23.51%
-2.85%
1992
+5.91%
-3.73%
+4.84%
-2.71%
1991
+23.52%
-2.98%
+33.86%
-3.74%
1990
-6.16%
-12.21%
-5.42%
-13.63%
1989
+15.34%
-0.98%
+26.07%
-1.94%
1988
+14.35%
-1.86%
+16.73%
-2.39%
1987
+6.54%
-11.82%
-0.94%
-19.08%
1986
+26.37%
-3.02%
+18.93%
-4.58%
1985
+30.39%
-1.26%
+27.52%
-2.25%