Scott Burns Margaritaville vs Aim Ways Aim Bold Strategy Portfolio Comparison

Last Update: 31 March 2024

The Scott Burns Margaritaville Portfolio obtained a 7.43% compound annual return, with a 10.80% standard deviation, in the last 30 Years.

The Aim Ways Aim Bold Strategy Portfolio obtained a 8.53% compound annual return, with a 9.90% standard deviation, in the last 30 Years.

Summary

Swipe left to see all data
Scott Burns Margaritaville Portfolio Aim Ways Aim Bold Strategy Portfolio
Portfolio Risk High High
Asset Allocation Stocks 67% 45%
Fixed Income 33% 40%
Commodities 0% 15%
30 Years Stats Return +7.43% +8.53%
Std Dev 10.80% 9.90%
Max Drawdown -38.70% -30.09%
All time Stats
(Since Jan 1985)
Return +9.17% +9.57%
Std Dev 10.98% 9.65%
Max Drawdown -38.70% -30.09%
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 Margaritaville Portfolio +2.33 +14.32 +14.01 +7.67 +6.42 +7.43 +9.17
Aim Ways Aim Bold Strategy Portfolio +2.87 +15.50 +16.67 +8.84 +7.47 +8.53 +9.57
Return over 1 year are annualized.

Capital Growth as of Mar 31, 2024

Scott Burns Margaritaville Portfolio: an investment of 1$, since April 1994, now would be worth 8.58$, with a total return of 757.57% (7.43% annualized).

Aim Ways Aim Bold Strategy Portfolio: an investment of 1$, since April 1994, now would be worth 11.67$, with a total return of 1066.80% (8.53% annualized).

Scott Burns Margaritaville Portfolio: an investment of 1$, since January 1985, now would be worth 31.34$, with a total return of 3034.12% (9.17% annualized).

Aim Ways Aim Bold Strategy Portfolio: an investment of 1$, since January 1985, now would be worth 36.18$, with a total return of 3518.24% (9.57% annualized).

Drawdowns

Drawdown comparison chart since April 1994.

Swipe left to see all data
Scott Burns Margaritaville Portfolio
Aim Ways Aim Bold Strategy Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-38.70% Nov 2007 Feb 2009 (16) Jan 2011 (39) 17.28
-30.09% Nov 2007 Feb 2009 (16) Mar 2010 (29) 14.63
-25.79% Apr 2000 Sep 2002 (30) Feb 2004 (47) 15.19
-22.41% Apr 2000 Sep 2002 (30) Dec 2003 (45) 12.64
-21.96% Jan 2022 Sep 2022 (9) Mar 2024 (27) 10.98
-20.16% Jan 2022 Sep 2022 (9) Dec 2023 (24) 10.23
-14.40% Jan 2020 Mar 2020 (3) Jul 2020 (7) 6.43
-12.82% May 2011 Sep 2011 (5) Feb 2012 (10) 5.70
-10.73% Feb 2020 Mar 2020 (2) Jun 2020 (5) 4.87
-9.97% Feb 2018 Dec 2018 (11) Apr 2019 (15) 4.17
-9.72% Jul 1998 Aug 1998 (2) Nov 1998 (5) 5.14
-9.68% May 2015 Feb 2016 (10) Sep 2016 (17) 4.94
-8.84% May 2011 Sep 2011 (5) Jan 2012 (9) 3.45
-8.31% Jul 1998 Aug 1998 (2) Oct 1998 (4) 3.88
-7.04% Jun 2015 Jan 2016 (8) Jun 2016 (13) 3.88
-6.43% Sep 2018 Dec 2018 (4) Feb 2019 (6) 3.23
-5.67% Apr 2012 May 2012 (2) Aug 2012 (5) 2.64
-5.44% Apr 2012 May 2012 (2) Aug 2012 (5) 2.42
-5.03% May 2010 Jun 2010 (2) Sep 2010 (5) 2.85
-4.68% Aug 1997 Aug 1997 (1) Jan 1998 (6) 2.54

Drawdown comparison chart since January 1985.

Swipe left to see all data
Scott Burns Margaritaville Portfolio
Aim Ways Aim Bold Strategy Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-38.70% Nov 2007 Feb 2009 (16) Jan 2011 (39) 17.28
-30.09% Nov 2007 Feb 2009 (16) Mar 2010 (29) 14.63
-25.79% Apr 2000 Sep 2002 (30) Feb 2004 (47) 15.19
-22.41% Apr 2000 Sep 2002 (30) Dec 2003 (45) 12.64
-21.96% Jan 2022 Sep 2022 (9) Mar 2024 (27) 10.98
-20.16% Jan 2022 Sep 2022 (9) Dec 2023 (24) 10.23
-15.03% Sep 1987 Nov 1987 (3) Oct 1988 (14) 6.97
-14.53% Jan 1990 Sep 1990 (9) Feb 1991 (14) 7.51
-14.40% Jan 2020 Mar 2020 (3) Jul 2020 (7) 6.43
-14.07% Sep 1987 Nov 1987 (3) Jan 1989 (17) 6.65
-12.82% May 2011 Sep 2011 (5) Feb 2012 (10) 5.70
-10.73% Feb 2020 Mar 2020 (2) Jun 2020 (5) 4.87
-10.72% Aug 1990 Oct 1990 (3) Feb 1991 (7) 6.70
-9.97% Feb 2018 Dec 2018 (11) Apr 2019 (15) 4.17
-9.72% Jul 1998 Aug 1998 (2) Nov 1998 (5) 5.14
-9.68% May 2015 Feb 2016 (10) Sep 2016 (17) 4.94
-8.84% May 2011 Sep 2011 (5) Jan 2012 (9) 3.45
-8.31% Jul 1998 Aug 1998 (2) Oct 1998 (4) 3.88
-7.21% Feb 1994 Jun 1994 (5) Mar 1995 (14) 4.23
-7.04% Jun 2015 Jan 2016 (8) Jun 2016 (13) 3.88

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.
Swipe left to see all data
Year Return Drawdown Return Drawdown
2024
+4.83%
-0.06%
+4.75%
-0.25%
2023
+15.17%
-7.90%
+20.27%
-5.40%
2022
-16.10%
-21.96%
-15.30%
-20.16%
2021
+13.33%
-2.96%
+9.04%
-3.19%
2020
+14.40%
-14.40%
+17.74%
-10.73%
2019
+20.39%
-3.64%
+20.90%
-3.36%
2018
-6.92%
-9.97%
-3.18%
-6.43%
2017
+17.22%
0.00%
+16.48%
-0.61%
2016
+7.53%
-3.63%
+8.00%
-3.18%
2015
-2.03%
-8.70%
-1.61%
-6.91%
2014
+3.95%
-3.16%
+5.99%
-2.49%
2013
+13.25%
-4.31%
+9.77%
-4.32%
2012
+13.94%
-5.67%
+13.75%
-5.44%
2011
+0.08%
-12.82%
+3.00%
-8.84%
2010
+11.85%
-8.08%
+15.52%
-5.03%
2009
+25.18%
-13.70%
+31.47%
-7.78%
2008
-26.90%
-30.74%
-22.24%
-27.48%
2007
+10.88%
-2.84%
+12.22%
-3.27%
2006
+14.22%
-2.59%
+14.03%
-3.25%
2005
+8.11%
-2.37%
+7.49%
-2.58%
2004
+13.95%
-3.39%
+9.98%
-2.74%
2003
+26.41%
-2.95%
+24.97%
-1.29%
2002
-6.46%
-11.78%
-5.10%
-12.15%
2001
-7.87%
-14.71%
-5.85%
-14.68%
2000
-2.92%
-8.17%
-8.48%
-12.35%
1999
+16.49%
-2.94%
+25.84%
-2.85%
1998
+16.12%
-9.72%
+23.03%
-8.31%
1997
+14.48%
-4.68%
+6.95%
-3.92%
1996
+9.11%
-2.95%
+15.50%
-2.32%
1995
+21.08%
-0.70%
+21.99%
-0.16%
1994
+1.10%
-5.54%
-2.69%
-7.21%
1993
+18.69%
-4.43%
+20.47%
-0.27%
1992
+1.10%
-5.71%
+6.50%
-2.28%
1991
+20.28%
-3.87%
+25.47%
-2.70%
1990
-7.54%
-14.53%
-3.46%
-10.72%
1989
+19.01%
-1.19%
+13.97%
-1.45%
1988
+16.51%
-3.08%
+9.96%
-2.65%
1987
+10.87%
-15.03%
+8.85%
-14.07%
1986
+31.94%
-5.15%
+18.12%
-2.25%
1985
+35.93%
-1.79%
+28.86%
-1.35%