Scott Burns Margaritaville vs Aim Ways Shield 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 Shield Strategy Portfolio obtained a 8.96% compound annual return, with a 8.83% standard deviation, in the last 30 Years.

Summary

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Scott Burns Margaritaville Portfolio Aim Ways Shield Strategy Portfolio
Portfolio Risk High High
Asset Allocation Stocks 67% 42%
Fixed Income 33% 38%
Commodities 0% 20%
30 Years Stats Return +7.43% +8.96%
Std Dev 10.80% 8.83%
Max Drawdown -38.70% -19.36%
All time Stats
(Since Jan 1985)
Return +9.17% +9.55%
Std Dev 10.98% 8.75%
Max Drawdown -38.70% -19.36%
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 Margaritaville Portfolio +2.33 +14.32 +14.01 +7.67 +6.42 +7.43 +9.17
Aim Ways Shield Strategy Portfolio +3.17 +16.40 +16.94 +9.97 +8.32 +8.96 +9.55
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 Shield Strategy Portfolio: an investment of 1$, since April 1994, now would be worth 13.13$, with a total return of 1212.72% (8.96% 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 Shield Strategy Portfolio: an investment of 1$, since January 1985, now would be worth 35.88$, with a total return of 3487.71% (9.55% annualized).

Drawdowns

Drawdown comparison chart since April 1994.

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Scott Burns Margaritaville Portfolio
Aim Ways Shield 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
-22.41% Apr 2000 Sep 2002 (30) Dec 2003 (45) 12.64
-21.96% Jan 2022 Sep 2022 (9) Mar 2024 (27) 10.98
-19.36% Jan 2022 Sep 2022 (9) Dec 2023 (24) 10.03
-18.97% Sep 2000 Jul 2002 (23) Nov 2003 (39) 12.18
-18.89% Nov 2007 Oct 2008 (12) Sep 2009 (23) 9.36
-14.40% Jan 2020 Mar 2020 (3) Jul 2020 (7) 6.43
-12.82% May 2011 Sep 2011 (5) Feb 2012 (10) 5.70
-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
-7.66% Jul 1998 Aug 1998 (2) Oct 1998 (4) 3.44
-7.65% Feb 2020 Mar 2020 (2) May 2020 (4) 3.62
-6.37% Apr 2000 May 2000 (2) Aug 2000 (5) 3.48
-5.67% Apr 2012 May 2012 (2) Aug 2012 (5) 2.64
-5.03% Sep 2018 Dec 2018 (4) Feb 2019 (6) 2.57
-4.76% Sep 2011 Sep 2011 (1) Oct 2011 (2) 2.75
-4.68% Aug 1997 Aug 1997 (1) Jan 1998 (6) 2.54
-4.62% Mar 2015 Sep 2015 (7) Mar 2016 (13) 2.18
-4.38% May 2013 Jun 2013 (2) Sep 2013 (5) 1.90

Drawdown comparison chart since January 1985.

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Scott Burns Margaritaville Portfolio
Aim Ways Shield 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
-22.41% Apr 2000 Sep 2002 (30) Dec 2003 (45) 12.64
-21.96% Jan 2022 Sep 2022 (9) Mar 2024 (27) 10.98
-19.36% Jan 2022 Sep 2022 (9) Dec 2023 (24) 10.03
-18.97% Sep 2000 Jul 2002 (23) Nov 2003 (39) 12.18
-18.89% Nov 2007 Oct 2008 (12) Sep 2009 (23) 9.36
-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
-13.14% Sep 1987 Nov 1987 (3) Apr 1989 (20) 6.21
-12.82% May 2011 Sep 2011 (5) Feb 2012 (10) 5.70
-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
-7.66% Jul 1998 Aug 1998 (2) Oct 1998 (4) 3.44
-7.65% Feb 2020 Mar 2020 (2) May 2020 (4) 3.62
-6.64% Aug 1990 Oct 1990 (3) Jan 1991 (6) 3.77
-6.37% Apr 2000 May 2000 (2) Aug 2000 (5) 3.48
-5.71% Jan 1992 Mar 1992 (3) Dec 1992 (12) 2.87
-5.67% Apr 2012 May 2012 (2) Aug 2012 (5) 2.64

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
+4.83%
-0.06%
+5.16%
0.00%
2023
+15.17%
-7.90%
+20.08%
-5.24%
2022
-16.10%
-21.96%
-15.12%
-19.36%
2021
+13.33%
-2.96%
+9.82%
-3.40%
2020
+14.40%
-14.40%
+20.37%
-7.65%
2019
+20.39%
-3.64%
+22.48%
-2.06%
2018
-6.92%
-9.97%
-1.91%
-5.03%
2017
+17.22%
0.00%
+15.04%
-0.68%
2016
+7.53%
-3.63%
+7.35%
-4.07%
2015
-2.03%
-8.70%
-0.10%
-4.62%
2014
+3.95%
-3.16%
+8.59%
-2.13%
2013
+13.25%
-4.31%
+7.50%
-4.38%
2012
+13.94%
-5.67%
+10.74%
-3.62%
2011
+0.08%
-12.82%
+6.97%
-4.76%
2010
+11.85%
-8.08%
+16.03%
-3.39%
2009
+25.18%
-13.70%
+21.59%
-6.37%
2008
-26.90%
-30.74%
-12.13%
-18.60%
2007
+10.88%
-2.84%
+12.84%
-1.84%
2006
+14.22%
-2.59%
+11.15%
-3.29%
2005
+8.11%
-2.37%
+5.77%
-2.90%
2004
+13.95%
-3.39%
+7.38%
-3.99%
2003
+26.41%
-2.95%
+21.21%
-1.00%
2002
-6.46%
-11.78%
-1.64%
-7.75%
2001
-7.87%
-14.71%
-4.77%
-10.54%
2000
-2.92%
-8.17%
-4.17%
-8.87%
1999
+16.49%
-2.94%
+20.24%
-3.49%
1998
+16.12%
-9.72%
+24.17%
-7.66%
1997
+14.48%
-4.68%
+10.96%
-3.63%
1996
+9.11%
-2.95%
+12.28%
-2.24%
1995
+21.08%
-0.70%
+24.80%
0.00%
1994
+1.10%
-5.54%
-1.72%
-5.64%
1993
+18.69%
-4.43%
+12.49%
-0.74%
1992
+1.10%
-5.71%
+4.94%
-2.92%
1991
+20.28%
-3.87%
+23.27%
-2.81%
1990
-7.54%
-14.53%
-0.04%
-6.64%
1989
+19.01%
-1.19%
+17.40%
-1.65%
1988
+16.51%
-3.08%
+6.16%
-3.42%
1987
+10.87%
-15.03%
+8.56%
-13.14%
1986
+31.94%
-5.15%
+15.59%
-2.72%
1985
+35.93%
-1.79%
+23.91%
-2.06%