Last Update: 31 March 2024
The Scott Burns Four Square Portfolio obtained a 6.88% compound annual return, with a 8.41% standard deviation, in the last 30 Years.
The Tyler Golden Butterfly Portfolio obtained a 7.76% compound annual return, with a 7.72% standard deviation, in the last 30 Years.
Summary
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| Scott Burns Four Square Portfolio | Tyler Golden Butterfly Portfolio | ||
|---|---|---|---|
| Portfolio Risk | Medium | High | |
| Asset Allocation | Stocks | 50% | 40% |
| Fixed Income | 50% | 40% | |
| Commodities | 0% | 20% | |
| 30 Years Stats | Return | +6.88% | +7.76% |
| Std Dev | 8.41% | 7.72% | |
| Max Drawdown | -29.95% | -17.79% | |
| All time Stats (Since Jan 1985) |
Return | +8.62% | +8.64% |
| Std Dev | 8.72% | 7.64% | |
| Max Drawdown | -29.95% | -17.79% | |
| Last Update: 31 March 2024 | |||
Historical Returns as of Mar 31, 2024
Comparison period starts from January 1985
Swipe left to see all data
| 1M | 6M | 1Y | 5Y | 10Y | 30Y | MAX | |
|---|---|---|---|---|---|---|---|
| Scott Burns Four Square Portfolio | +2.03 | +12.31 | +11.68 | +5.82 | +5.38 | +6.88 | +8.62 |
| Tyler Golden Butterfly Portfolio | +3.22 | +13.99 | +9.26 | +6.61 | +5.77 | +7.76 | +8.64 |
| Return over 1 year are annualized. |
Capital Growth as of Mar 31, 2024
Scott Burns Four Square Portfolio: an investment of 1$, since April 1994,
now would be worth 7.37$, with a total return of 636.85%
(6.88% annualized).
Tyler Golden Butterfly Portfolio: an investment of 1$, since April 1994, now would be worth 9.42$, with a total return of 841.59% (7.76% annualized).
Tyler Golden Butterfly Portfolio: an investment of 1$, since April 1994, now would be worth 9.42$, with a total return of 841.59% (7.76% annualized).
Scott Burns Four Square Portfolio: an investment of 1$, since January 1985,
now would be worth 25.72$, with a total return of 2471.55%
(8.62% annualized).
Tyler Golden Butterfly Portfolio: an investment of 1$, since January 1985, now would be worth 25.83$, with a total return of 2483.31% (8.64% annualized).
Tyler Golden Butterfly Portfolio: an investment of 1$, since January 1985, now would be worth 25.83$, with a total return of 2483.31% (8.64% annualized).
Drawdowns
Drawdown comparison chart since April 1994.
Swipe left to see all data
|
Scott Burns Four Square Portfolio
|
Tyler Golden Butterfly Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -29.95% | Nov 2007 | Feb 2009 (16) | Sep 2010 (35) | 12.82 | |||||
| -19.67% | Jan 2022 | Sep 2022 (9) | In progress (27) | 10.38 | |||||
| -17.79% | Jan 2022 | Sep 2022 (9) | In progress (27) | 9.39 | |||||
| -14.81% | Mar 2008 | Feb 2009 (12) | Sep 2009 (19) | 7.24 | |||||
| -11.74% | Sep 2000 | Sep 2002 (25) | Aug 2003 (36) | 6.35 | |||||
| -10.98% | Feb 2020 | Mar 2020 (2) | Jul 2020 (6) | 5.06 | |||||
| -9.44% | May 1998 | Aug 1998 (4) | Dec 1998 (8) | 3.99 | |||||
| -8.76% | May 2011 | Sep 2011 (5) | Jan 2012 (9) | 3.78 | |||||
| -7.16% | Feb 2020 | Mar 2020 (2) | Jun 2020 (5) | 3.10 | |||||
| -6.86% | Jun 2002 | Jul 2002 (2) | May 2003 (12) | 4.25 | |||||
| -6.76% | May 2015 | Jan 2016 (9) | Jul 2016 (15) | 3.77 | |||||
| -6.72% | Feb 2018 | Dec 2018 (11) | Mar 2019 (14) | 2.81 | |||||
| -6.72% | Jul 1998 | Aug 1998 (2) | Oct 1998 (4) | 3.41 | |||||
| -6.37% | Sep 2018 | Dec 2018 (4) | Apr 2019 (8) | 3.17 | |||||
| -6.25% | Feb 2015 | Sep 2015 (8) | Mar 2016 (14) | 3.60 | |||||
| -4.99% | Feb 2001 | Mar 2001 (2) | Dec 2001 (11) | 2.05 | |||||
| -4.36% | Apr 2004 | Apr 2004 (1) | Sep 2004 (6) | 2.66 | |||||
| -4.32% | May 2013 | Jun 2013 (2) | Sep 2013 (5) | 2.38 | |||||
| -4.13% | Apr 2000 | May 2000 (2) | Aug 2000 (5) | 2.29 | |||||
| -3.97% | May 2012 | May 2012 (1) | Aug 2012 (4) | 1.92 | |||||
Drawdown comparison chart since January 1985.
Swipe left to see all data
|
Scott Burns Four Square Portfolio
|
Tyler Golden Butterfly Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -29.95% | Nov 2007 | Feb 2009 (16) | Sep 2010 (35) | 12.82 | |||||
| -19.67% | Jan 2022 | Sep 2022 (9) | In progress (27) | 10.38 | |||||
| -17.79% | Jan 2022 | Sep 2022 (9) | In progress (27) | 9.39 | |||||
| -14.81% | Mar 2008 | Feb 2009 (12) | Sep 2009 (19) | 7.24 | |||||
| -11.74% | Sep 2000 | Sep 2002 (25) | Aug 2003 (36) | 6.35 | |||||
| -11.32% | Sep 1987 | Nov 1987 (3) | Sep 1988 (13) | 5.00 | |||||
| -10.98% | Feb 2020 | Mar 2020 (2) | Jul 2020 (6) | 5.06 | |||||
| -10.93% | Sep 1987 | Nov 1987 (3) | Jan 1989 (17) | 5.04 | |||||
| -10.77% | Jan 1990 | Sep 1990 (9) | Feb 1991 (14) | 5.44 | |||||
| -9.44% | May 1998 | Aug 1998 (4) | Dec 1998 (8) | 3.99 | |||||
| -8.76% | May 2011 | Sep 2011 (5) | Jan 2012 (9) | 3.78 | |||||
| -7.94% | Jan 1990 | Oct 1990 (10) | Feb 1991 (14) | 3.88 | |||||
| -7.16% | Feb 2020 | Mar 2020 (2) | Jun 2020 (5) | 3.10 | |||||
| -6.86% | Jun 2002 | Jul 2002 (2) | May 2003 (12) | 4.25 | |||||
| -6.76% | May 2015 | Jan 2016 (9) | Jul 2016 (15) | 3.77 | |||||
| -6.72% | Feb 2018 | Dec 2018 (11) | Mar 2019 (14) | 2.81 | |||||
| -6.72% | Jul 1998 | Aug 1998 (2) | Oct 1998 (4) | 3.41 | |||||
| -6.37% | Sep 2018 | Dec 2018 (4) | Apr 2019 (8) | 3.17 | |||||
| -6.25% | Feb 2015 | Sep 2015 (8) | Mar 2016 (14) | 3.60 | |||||
| -5.70% | Feb 1994 | Jun 1994 (5) | Apr 1995 (15) | 4.03 | |||||
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.
The highlighted returns represent the highest values for that specific year.
Swipe left to see all data
| Year | Return | Drawdown | Return | Drawdown |
|---|---|---|---|---|
| 2024 |
+3.58%
|
-0.20% |
+2.76%
|
-1.54% |
| 2023 |
+13.49%
|
-6.42% |
+11.98%
|
-8.07% |
| 2022 |
-15.24%
|
-19.67% |
-13.35%
|
-17.79% |
| 2021 |
+9.33%
|
-2.52% |
+9.35%
|
-2.45% |
| 2020 |
+11.91%
|
-10.98% |
+13.93%
|
-7.16% |
| 2019 |
+17.18%
|
-2.46% |
+18.03%
|
-1.83% |
| 2018 |
-4.50%
|
-6.72% |
-4.03%
|
-6.37% |
| 2017 |
+13.48%
|
0.00% |
+10.96%
|
-0.32% |
| 2016 |
+6.76%
|
-2.11% |
+10.82%
|
-3.36% |
| 2015 |
-1.25%
|
-6.71% |
-3.71%
|
-6.25% |
| 2014 |
+5.08%
|
-2.41% |
+9.13%
|
-3.27% |
| 2013 |
+9.58%
|
-4.32% |
+6.26%
|
-3.84% |
| 2012 |
+12.82%
|
-3.97% |
+8.84%
|
-2.43% |
| 2011 |
+2.20%
|
-8.76% |
+8.86%
|
-3.00% |
| 2010 |
+10.97%
|
-5.40% |
+16.54%
|
-2.77% |
| 2009 |
+22.68%
|
-10.14% |
+10.77%
|
-10.16% |
| 2008 |
-20.68%
|
-24.65% |
-4.18%
|
-13.53% |
| 2007 |
+9.45%
|
-1.72% |
+9.58%
|
-2.06% |
| 2006 |
+11.39%
|
-1.90% |
+12.44%
|
-2.71% |
| 2005 |
+7.34%
|
-1.96% |
+8.04%
|
-1.76% |
| 2004 |
+12.00%
|
-2.76% |
+9.88%
|
-4.36% |
| 2003 |
+20.76%
|
-1.66% |
+18.85%
|
-2.72% |
| 2002 |
-2.42%
|
-7.60% |
+3.15%
|
-6.86% |
| 2001 |
-3.17%
|
-9.29% |
+2.71%
|
-4.99% |
| 2000 |
+0.17%
|
-4.92% |
+6.88%
|
-3.64% |
| 1999 |
+12.39%
|
-2.57% |
+4.24%
|
-3.38% |
| 1998 |
+16.31%
|
-6.72% |
+8.03%
|
-9.44% |
| 1997 |
+9.52%
|
-3.68% |
+13.09%
|
-2.50% |
| 1996 |
+7.91%
|
-1.59% |
+8.18%
|
-2.60% |
| 1995 |
+21.01%
|
-0.12% |
+21.86%
|
-0.40% |
| 1994 |
-0.99%
|
-5.70% |
-1.98%
|
-4.64% |
| 1993 |
+18.18%
|
-3.33% |
+14.50%
|
-1.37% |
| 1992 |
+3.74%
|
-4.82% |
+9.15%
|
-1.58% |
| 1991 |
+20.47%
|
-3.04% |
+19.14%
|
-1.63% |
| 1990 |
-3.87%
|
-10.77% |
-2.51%
|
-7.94% |
| 1989 |
+16.96%
|
-1.40% |
+14.78%
|
-0.89% |
| 1988 |
+14.57%
|
-2.29% |
+9.18%
|
-1.64% |
| 1987 |
+9.08%
|
-11.32% |
+5.10%
|
-10.93% |
| 1986 |
+28.18%
|
-4.00% |
+17.75%
|
-2.42% |
| 1985 |
+33.22%
|
-1.08% |
+25.09%
|
-1.93% |
