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 Time Inc Tilt Toward Value Portfolio obtained a 7.58% compound annual return, with a 9.41% standard deviation, in the last 30 Years.
Summary
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| Scott Burns Margaritaville Portfolio | Time Inc Tilt Toward Value Portfolio | ||
|---|---|---|---|
| Portfolio Risk | High | High | |
| Asset Allocation | Stocks | 67% | 60% |
| Fixed Income | 33% | 40% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +7.43% | +7.58% |
| Std Dev | 10.80% | 9.41% | |
| Max Drawdown | -38.70% | -34.63% | |
| All time Stats (Since Jan 1985) |
Return | +9.17% | +8.97% |
| Std Dev | 10.98% | 9.38% | |
| Max Drawdown | -38.70% | -34.63% | |
| 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 |
| Time Inc Tilt Toward Value Portfolio | +2.16 | +13.76 | +12.52 | +6.22 | +6.17 | +7.58 | +8.97 |
| 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).
Time Inc Tilt Toward Value Portfolio: an investment of 1$, since April 1994, now would be worth 8.96$, with a total return of 795.75% (7.58% annualized).
Time Inc Tilt Toward Value Portfolio: an investment of 1$, since April 1994, now would be worth 8.96$, with a total return of 795.75% (7.58% 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).
Time Inc Tilt Toward Value Portfolio: an investment of 1$, since January 1985, now would be worth 29.11$, with a total return of 2810.96% (8.97% annualized).
Time Inc Tilt Toward Value Portfolio: an investment of 1$, since January 1985, now would be worth 29.11$, with a total return of 2810.96% (8.97% annualized).
Drawdowns
Drawdown comparison chart since April 1994.
Swipe left to see all data
|
Scott Burns Margaritaville Portfolio
|
Time Inc Tilt Toward Value 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 | |||||
| -34.63% | Nov 2007 | Feb 2009 (16) | Oct 2010 (36) | 15.22 | |||||
| -22.41% | Apr 2000 | Sep 2002 (30) | Dec 2003 (45) | 12.64 | |||||
| -21.96% | Jan 2022 | Sep 2022 (9) | Mar 2024 (27) | 10.98 | |||||
| -20.45% | Jan 2022 | Sep 2022 (9) | In progress (27) | 11.14 | |||||
| -14.40% | Jan 2020 | Mar 2020 (3) | Jul 2020 (7) | 6.43 | |||||
| -13.65% | Jan 2020 | Mar 2020 (3) | Aug 2020 (8) | 5.82 | |||||
| -12.82% | May 2011 | Sep 2011 (5) | Feb 2012 (10) | 5.70 | |||||
| -12.06% | Feb 2001 | Sep 2002 (20) | Jul 2003 (30) | 6.21 | |||||
| -10.48% | May 2011 | Sep 2011 (5) | Feb 2012 (10) | 4.37 | |||||
| -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 | |||||
| -9.30% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 4.64 | |||||
| -7.55% | Sep 2018 | Dec 2018 (4) | Mar 2019 (7) | 3.50 | |||||
| -5.68% | Mar 2015 | Sep 2015 (7) | May 2016 (15) | 2.86 | |||||
| -5.67% | Apr 2012 | May 2012 (2) | Aug 2012 (5) | 2.64 | |||||
| -4.87% | Sep 2000 | Nov 2000 (3) | Jan 2001 (5) | 2.33 | |||||
| -4.68% | Aug 1997 | Aug 1997 (1) | Jan 1998 (6) | 2.54 | |||||
| -4.31% | May 2013 | Jun 2013 (2) | Sep 2013 (5) | 2.21 | |||||
Drawdown comparison chart since January 1985.
Swipe left to see all data
|
Scott Burns Margaritaville Portfolio
|
Time Inc Tilt Toward Value 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 | |||||
| -34.63% | Nov 2007 | Feb 2009 (16) | Oct 2010 (36) | 15.22 | |||||
| -22.41% | Apr 2000 | Sep 2002 (30) | Dec 2003 (45) | 12.64 | |||||
| -21.96% | Jan 2022 | Sep 2022 (9) | Mar 2024 (27) | 10.98 | |||||
| -20.45% | Jan 2022 | Sep 2022 (9) | In progress (27) | 11.14 | |||||
| -15.03% | Sep 1987 | Nov 1987 (3) | Oct 1988 (14) | 6.97 | |||||
| -14.53% | Jan 1990 | Sep 1990 (9) | Feb 1991 (14) | 7.51 | |||||
| -14.41% | Sep 1987 | Nov 1987 (3) | Oct 1988 (14) | 6.60 | |||||
| -14.40% | Jan 2020 | Mar 2020 (3) | Jul 2020 (7) | 6.43 | |||||
| -13.65% | Jan 2020 | Mar 2020 (3) | Aug 2020 (8) | 5.82 | |||||
| -12.82% | May 2011 | Sep 2011 (5) | Feb 2012 (10) | 5.70 | |||||
| -12.06% | Feb 2001 | Sep 2002 (20) | Jul 2003 (30) | 6.21 | |||||
| -10.60% | Jan 1990 | Sep 1990 (9) | Feb 1991 (14) | 5.29 | |||||
| -10.48% | May 2011 | Sep 2011 (5) | Feb 2012 (10) | 4.37 | |||||
| -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 | |||||
| -9.30% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 4.64 | |||||
| -7.55% | Sep 2018 | Dec 2018 (4) | Mar 2019 (7) | 3.50 | |||||
| -5.71% | Jan 1992 | Mar 1992 (3) | Dec 1992 (12) | 2.87 | |||||
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 |
+4.83%
|
-0.06% |
+3.18%
|
-0.81% |
| 2023 |
+15.17%
|
-7.90% |
+13.77%
|
-8.14% |
| 2022 |
-16.10%
|
-21.96% |
-15.72%
|
-20.45% |
| 2021 |
+13.33%
|
-2.96% |
+13.78%
|
-3.02% |
| 2020 |
+14.40%
|
-14.40% |
+9.48%
|
-13.65% |
| 2019 |
+20.39%
|
-3.64% |
+19.75%
|
-2.78% |
| 2018 |
-6.92%
|
-9.97% |
-4.70%
|
-7.55% |
| 2017 |
+17.22%
|
0.00% |
+12.64%
|
0.00% |
| 2016 |
+7.53%
|
-3.63% |
+8.44%
|
-2.65% |
| 2015 |
-2.03%
|
-8.70% |
-0.49%
|
-5.68% |
| 2014 |
+3.95%
|
-3.16% |
+9.15%
|
-2.45% |
| 2013 |
+13.25%
|
-4.31% |
+13.63%
|
-2.68% |
| 2012 |
+13.94%
|
-5.67% |
+12.28%
|
-4.20% |
| 2011 |
+0.08%
|
-12.82% |
+2.21%
|
-10.48% |
| 2010 |
+11.85%
|
-8.08% |
+13.64%
|
-6.76% |
| 2009 |
+25.18%
|
-13.70% |
+20.60%
|
-14.20% |
| 2008 |
-26.90%
|
-30.74% |
-20.90%
|
-24.97% |
| 2007 |
+10.88%
|
-2.84% |
+4.31%
|
-3.67% |
| 2006 |
+14.22%
|
-2.59% |
+15.11%
|
-2.19% |
| 2005 |
+8.11%
|
-2.37% |
+6.98%
|
-2.03% |
| 2004 |
+13.95%
|
-3.39% |
+13.17%
|
-3.74% |
| 2003 |
+26.41%
|
-2.95% |
+22.49%
|
-2.07% |
| 2002 |
-6.46%
|
-11.78% |
-5.34%
|
-10.72% |
| 2001 |
-7.87%
|
-14.71% |
-0.93%
|
-8.48% |
| 2000 |
-2.92%
|
-8.17% |
+3.38%
|
-4.87% |
| 1999 |
+16.49%
|
-2.94% |
+10.63%
|
-2.63% |
| 1998 |
+16.12%
|
-9.72% |
+11.41%
|
-9.30% |
| 1997 |
+14.48%
|
-4.68% |
+15.12%
|
-2.77% |
| 1996 |
+9.11%
|
-2.95% |
+13.03%
|
-2.08% |
| 1995 |
+21.08%
|
-0.70% |
+21.70%
|
-0.67% |
| 1994 |
+1.10%
|
-5.54% |
-0.98%
|
-5.58% |
| 1993 |
+18.69%
|
-4.43% |
+15.63%
|
-3.08% |
| 1992 |
+1.10%
|
-5.71% |
+7.03%
|
-2.08% |
| 1991 |
+20.28%
|
-3.87% |
+23.14%
|
-2.96% |
| 1990 |
-7.54%
|
-14.53% |
-4.76%
|
-10.60% |
| 1989 |
+19.01%
|
-1.19% |
+17.35%
|
-1.11% |
| 1988 |
+16.51%
|
-3.08% |
+15.07%
|
-1.80% |
| 1987 |
+10.87%
|
-15.03% |
+5.60%
|
-14.41% |
| 1986 |
+31.94%
|
-5.15% |
+22.92%
|
-3.61% |
| 1985 |
+35.93%
|
-1.79% |
+30.01%
|
-1.51% |
