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 Simplified Permanent Portfolio obtained a 7.06% compound annual return, with a 6.88% standard deviation, in the last 30 Years.
Summary
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| Scott Burns Four Square Portfolio | Simplified Permanent Portfolio | ||
|---|---|---|---|
| Portfolio Risk | Medium | Medium | |
| Asset Allocation | Stocks | 50% | 25% |
| Fixed Income | 50% | 50% | |
| Commodities | 0% | 25% | |
| 30 Years Stats | Return | +6.88% | +7.06% |
| Std Dev | 8.41% | 6.88% | |
| Max Drawdown | -29.95% | -16.43% | |
| All time Stats (Since Jan 1985) |
Return | +8.62% | +7.84% |
| Std Dev | 8.72% | 6.80% | |
| Max Drawdown | -29.95% | -16.43% | |
| Last Update: 31 March 2024 | |||
Historical Returns as of Mar 31, 2024
Comparison period starts from January 1985
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| 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 |
| Simplified Permanent Portfolio | +3.26 | +13.23 | +9.28 | +6.15 | +5.12 | +7.06 | +7.84 |
| 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).
Simplified Permanent Portfolio: an investment of 1$, since April 1994, now would be worth 7.74$, with a total return of 674.04% (7.06% annualized).
Simplified Permanent Portfolio: an investment of 1$, since April 1994, now would be worth 7.74$, with a total return of 674.04% (7.06% 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).
Simplified Permanent Portfolio: an investment of 1$, since January 1985, now would be worth 19.36$, with a total return of 1836.20% (7.84% annualized).
Simplified Permanent Portfolio: an investment of 1$, since January 1985, now would be worth 19.36$, with a total return of 1836.20% (7.84% annualized).
Drawdowns
Drawdown comparison chart since April 1994.
Swipe left to see all data
|
Scott Burns Four Square Portfolio
|
Simplified Permanent 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 | |||||
| -16.43% | Jan 2022 | Sep 2022 (9) | Mar 2024 (27) | 8.65 | |||||
| -13.28% | Mar 2008 | Oct 2008 (8) | Aug 2009 (18) | 5.20 | |||||
| -11.74% | Sep 2000 | Sep 2002 (25) | Aug 2003 (36) | 6.35 | |||||
| -10.98% | Feb 2020 | Mar 2020 (2) | Jul 2020 (6) | 5.06 | |||||
| -8.76% | May 2011 | Sep 2011 (5) | Jan 2012 (9) | 3.78 | |||||
| -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 | |||||
| -6.69% | Apr 2013 | Jun 2013 (3) | Feb 2014 (11) | 3.22 | |||||
| -6.23% | Aug 2016 | Dec 2016 (5) | Jul 2017 (12) | 3.09 | |||||
| -5.27% | Feb 2015 | Dec 2015 (11) | Mar 2016 (14) | 3.18 | |||||
| -5.09% | Feb 1999 | Aug 1999 (7) | Oct 1999 (9) | 3.00 | |||||
| -4.79% | Apr 2004 | Apr 2004 (1) | Oct 2004 (7) | 3.04 | |||||
| -4.63% | Jul 1998 | Aug 1998 (2) | Sep 1998 (3) | 2.40 | |||||
| -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 | |||||
| -3.81% | Jan 2021 | Mar 2021 (3) | May 2021 (5) | 2.20 | |||||
Drawdown comparison chart since January 1985.
Swipe left to see all data
|
Scott Burns Four Square Portfolio
|
Simplified Permanent 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 | |||||
| -16.43% | Jan 2022 | Sep 2022 (9) | Mar 2024 (27) | 8.65 | |||||
| -13.28% | Mar 2008 | Oct 2008 (8) | Aug 2009 (18) | 5.20 | |||||
| -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 | |||||
| -10.77% | Jan 1990 | Sep 1990 (9) | Feb 1991 (14) | 5.44 | |||||
| -8.76% | May 2011 | Sep 2011 (5) | Jan 2012 (9) | 3.78 | |||||
| -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 | |||||
| -6.69% | Apr 2013 | Jun 2013 (3) | Feb 2014 (11) | 3.22 | |||||
| -6.23% | Aug 2016 | Dec 2016 (5) | Jul 2017 (12) | 3.09 | |||||
| -5.83% | Aug 1987 | Nov 1987 (4) | Oct 1988 (15) | 2.68 | |||||
| -5.70% | Feb 1994 | Jun 1994 (5) | Apr 1995 (15) | 4.03 | |||||
| -5.67% | Feb 1994 | Jun 1994 (5) | Mar 1995 (14) | 4.01 | |||||
| -5.66% | Jan 1990 | Apr 1990 (4) | Dec 1990 (12) | 2.70 | |||||
| -5.27% | Feb 2015 | Dec 2015 (11) | Mar 2016 (14) | 3.18 | |||||
| -5.09% | Feb 1999 | Aug 1999 (7) | Oct 1999 (9) | 3.00 | |||||
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.
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| Year | Return | Drawdown | Return | Drawdown |
|---|---|---|---|---|
| 2024 |
+3.58%
|
-0.20% |
+3.65%
|
-0.04% |
| 2023 |
+13.49%
|
-6.42% |
+11.51%
|
-5.16% |
| 2022 |
-15.24%
|
-19.67% |
-12.67%
|
-16.43% |
| 2021 |
+9.33%
|
-2.52% |
+3.72%
|
-3.81% |
| 2020 |
+11.91%
|
-10.98% |
+16.46%
|
-3.11% |
| 2019 |
+17.18%
|
-2.46% |
+16.15%
|
-0.99% |
| 2018 |
-4.50%
|
-6.72% |
-1.29%
|
-3.68% |
| 2017 |
+13.48%
|
0.00% |
+9.78%
|
-0.96% |
| 2016 |
+6.76%
|
-2.11% |
+5.72%
|
-6.23% |
| 2015 |
-1.25%
|
-6.71% |
-1.82%
|
-5.27% |
| 2014 |
+5.08%
|
-2.41% |
+7.12%
|
-2.59% |
| 2013 |
+9.58%
|
-4.32% |
-1.76%
|
-6.69% |
| 2012 |
+12.82%
|
-3.97% |
+7.59%
|
-1.89% |
| 2011 |
+2.20%
|
-8.76% |
+10.45%
|
-3.69% |
| 2010 |
+10.97%
|
-5.40% |
+16.36%
|
-0.02% |
| 2009 |
+22.68%
|
-10.14% |
+9.94%
|
-4.96% |
| 2008 |
-20.68%
|
-24.65% |
+0.94%
|
-13.28% |
| 2007 |
+9.45%
|
-1.72% |
+14.14%
|
-1.50% |
| 2006 |
+11.39%
|
-1.90% |
+10.82%
|
-2.47% |
| 2005 |
+7.34%
|
-1.96% |
+7.34%
|
-1.60% |
| 2004 |
+12.00%
|
-2.76% |
+6.42%
|
-4.79% |
| 2003 |
+20.76%
|
-1.66% |
+15.31%
|
-2.22% |
| 2002 |
-2.42%
|
-7.60% |
+9.00%
|
-2.60% |
| 2001 |
-3.17%
|
-9.29% |
+0.15%
|
-3.21% |
| 2000 |
+0.17%
|
-4.92% |
+4.63%
|
-2.98% |
| 1999 |
+12.39%
|
-2.57% |
+2.25%
|
-5.09% |
| 1998 |
+16.31%
|
-6.72% |
+12.93%
|
-4.63% |
| 1997 |
+9.52%
|
-3.68% |
+8.38%
|
-2.87% |
| 1996 |
+7.91%
|
-1.59% |
+4.09%
|
-3.64% |
| 1995 |
+21.01%
|
-0.12% |
+21.97%
|
0.00% |
| 1994 |
-0.99%
|
-5.70% |
-4.18%
|
-5.67% |
| 1993 |
+18.18%
|
-3.33% |
+13.56%
|
-1.61% |
| 1992 |
+3.74%
|
-4.82% |
+4.46%
|
-3.11% |
| 1991 |
+20.47%
|
-3.04% |
+15.41%
|
-1.06% |
| 1990 |
-3.87%
|
-10.77% |
+1.55%
|
-5.66% |
| 1989 |
+16.96%
|
-1.40% |
+15.24%
|
-1.52% |
| 1988 |
+14.57%
|
-2.29% |
+3.97%
|
-2.03% |
| 1987 |
+9.08%
|
-11.32% |
+5.46%
|
-5.83% |
| 1986 |
+28.18%
|
-4.00% |
+19.06%
|
-1.00% |
| 1985 |
+33.22%
|
-1.08% |
+24.24%
|
-2.66% |
