Scott Burns Seven Value vs Burton Malkiel Late Sixties and Beyond Portfolio Comparison

Last Update: 29 February 2024

The Scott Burns Seven Value Portfolio obtained a 8.03% compound annual return, with a 11.31% standard deviation, in the last 30 Years.

The Burton Malkiel Late Sixties and Beyond Portfolio obtained a 8.20% compound annual return, with a 11.68% standard deviation, in the last 30 Years.

Summary

Swipe left to see all data
Scott Burns Seven Value Portfolio Burton Malkiel Late Sixties and Beyond Portfolio
Portfolio Risk High High
Asset Allocation Stocks 71.5% 71%
Fixed Income 28.5% 29%
Commodities 0% 0%
30 Years Stats Return +8.03% +8.20%
Std Dev 11.31% 11.68%
Max Drawdown -41.22% -41.80%
All time Stats
(Since Jan 1985)
Return +9.54% +9.78%
Std Dev 11.05% 11.64%
Max Drawdown -41.22% -41.80%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1985

Swipe left to see all data
1M 6M 1Y 5Y 10Y 30Y MAX
Scott Burns Seven Value Portfolio +2.22 +6.02 +10.84 +8.19 +6.58 +8.03 +9.54
Burton Malkiel Late Sixties and Beyond Portfolio +2.56 +7.85 +13.56 +6.84 +6.62 +8.20 +9.78
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Scott Burns Seven Value Portfolio: an investment of 1$, since March 1994, now would be worth 10.15$, with a total return of 915.12% (8.03% annualized).

Burton Malkiel Late Sixties and Beyond Portfolio: an investment of 1$, since March 1994, now would be worth 10.62$, with a total return of 962.39% (8.20% annualized).

Scott Burns Seven Value Portfolio: an investment of 1$, since January 1985, now would be worth 35.52$, with a total return of 3451.94% (9.54% annualized).

Burton Malkiel Late Sixties and Beyond Portfolio: an investment of 1$, since January 1985, now would be worth 38.68$, with a total return of 3767.53% (9.78% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

Swipe left to see all data
Scott Burns Seven Value Portfolio
Burton Malkiel Late Sixties and Beyond Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-41.80% Nov 2007 Feb 2009 (16) Dec 2010 (38) 18.91
-41.22% Nov 2007 Feb 2009 (16) Jan 2011 (39) 18.65
-22.44% Jan 2022 Sep 2022 (9) In progress (26) 12.14
-20.44% Jan 2020 Mar 2020 (3) Dec 2020 (12) 9.33
-16.82% Jan 2020 Mar 2020 (3) Aug 2020 (8) 7.53
-16.48% May 1998 Aug 1998 (4) Apr 1999 (12) 6.57
-15.04% Feb 2001 Sep 2002 (20) Sep 2003 (32) 7.83
-14.49% Apr 2022 Sep 2022 (6) Jul 2023 (16) 5.62
-14.02% May 2011 Sep 2011 (5) Feb 2012 (10) 5.89
-13.38% May 2011 Sep 2011 (5) Feb 2012 (10) 5.60
-13.01% May 1998 Aug 1998 (4) Mar 1999 (11) 4.90
-12.20% May 2002 Sep 2002 (5) May 2003 (13) 8.08
-9.57% Sep 2018 Dec 2018 (4) Mar 2019 (7) 4.30
-9.27% Feb 2001 Sep 2001 (8) Feb 2002 (13) 3.95
-9.24% May 2015 Feb 2016 (10) Jun 2016 (14) 5.24
-8.08% Feb 2018 Dec 2018 (11) Feb 2019 (13) 3.63
-7.72% Mar 2015 Sep 2015 (7) Jun 2016 (16) 3.95
-7.06% Aug 2023 Oct 2023 (3) Dec 2023 (5) 3.54
-7.04% Apr 2004 Apr 2004 (1) Oct 2004 (7) 3.88
-6.12% Sep 2000 Nov 2000 (3) Jan 2001 (5) 3.15

Drawdown comparison chart since January 1985.

Swipe left to see all data
Scott Burns Seven Value Portfolio
Burton Malkiel Late Sixties and Beyond Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-41.80% Nov 2007 Feb 2009 (16) Dec 2010 (38) 18.91
-41.22% Nov 2007 Feb 2009 (16) Jan 2011 (39) 18.65
-22.44% Jan 2022 Sep 2022 (9) In progress (26) 12.14
-20.44% Jan 2020 Mar 2020 (3) Dec 2020 (12) 9.33
-19.08% Sep 1987 Nov 1987 (3) Jan 1989 (17) 9.05
-17.34% Sep 1987 Nov 1987 (3) Dec 1988 (16) 7.74
-16.82% Jan 2020 Mar 2020 (3) Aug 2020 (8) 7.53
-16.48% May 1998 Aug 1998 (4) Apr 1999 (12) 6.57
-15.04% Feb 2001 Sep 2002 (20) Sep 2003 (32) 7.83
-14.49% Apr 2022 Sep 2022 (6) Jul 2023 (16) 5.62
-14.02% May 2011 Sep 2011 (5) Feb 2012 (10) 5.89
-13.63% Aug 1990 Sep 1990 (2) Feb 1991 (7) 7.86
-13.38% May 2011 Sep 2011 (5) Feb 2012 (10) 5.60
-13.01% May 1998 Aug 1998 (4) Mar 1999 (11) 4.90
-12.20% May 2002 Sep 2002 (5) May 2003 (13) 8.08
-9.72% Jan 1990 Sep 1990 (9) Feb 1991 (14) 5.24
-9.57% Sep 2018 Dec 2018 (4) Mar 2019 (7) 4.30
-9.27% Feb 2001 Sep 2001 (8) Feb 2002 (13) 3.95
-9.24% May 2015 Feb 2016 (10) Jun 2016 (14) 5.24
-8.08% Feb 2018 Dec 2018 (11) Feb 2019 (13) 3.63

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
+1.43%
-0.78%
+1.58%
-0.95%
2023
+10.67%
-7.06%
+14.40%
-8.53%
2022
-3.63%
-14.49%
-16.23%
-22.44%
2021
+22.53%
-2.24%
+15.40%
-3.79%
2020
+1.86%
-20.44%
+10.03%
-16.82%
2019
+19.31%
-3.92%
+22.55%
-3.12%
2018
-6.81%
-9.57%
-5.90%
-8.08%
2017
+10.75%
-0.38%
+16.49%
0.00%
2016
+11.54%
-3.28%
+8.48%
-3.07%
2015
-3.57%
-9.07%
-1.63%
-7.72%
2014
+7.89%
-3.60%
+9.01%
-3.10%
2013
+14.33%
-3.26%
+12.49%
-4.03%
2012
+12.77%
-5.25%
+14.20%
-5.09%
2011
+3.05%
-14.02%
+1.01%
-13.38%
2010
+15.52%
-8.80%
+14.47%
-8.21%
2009
+23.22%
-16.01%
+25.30%
-17.05%
2008
-27.82%
-32.22%
-26.02%
-31.57%
2007
+8.29%
-3.44%
+5.18%
-5.15%
2006
+17.32%
-2.23%
+20.06%
-2.71%
2005
+12.65%
-3.52%
+9.86%
-2.99%
2004
+18.27%
-3.80%
+14.78%
-7.04%
2003
+25.26%
-1.84%
+29.73%
-0.86%
2002
-5.96%
-12.60%
-5.70%
-12.20%
2001
-4.35%
-10.12%
+5.85%
-9.27%
2000
+8.17%
-4.20%
+2.46%
-6.12%
1999
+10.89%
-3.22%
+12.48%
-4.06%
1998
+6.19%
-13.01%
+5.92%
-16.48%
1997
+14.55%
-2.60%
+15.13%
-4.83%
1996
+17.33%
-2.26%
+18.95%
-2.65%
1995
+22.68%
-1.40%
+20.20%
-1.35%
1994
-2.08%
-7.04%
-3.17%
-7.20%
1993
+19.57%
-4.28%
+23.51%
-2.85%
1992
+7.31%
-2.91%
+4.84%
-2.71%
1991
+20.27%
-3.54%
+33.86%
-3.74%
1990
-5.60%
-9.72%
-5.42%
-13.63%
1989
+21.02%
-1.39%
+26.07%
-1.94%
1988
+16.18%
-2.10%
+16.73%
-2.39%
1987
+5.84%
-17.34%
-0.94%
-19.08%
1986
+23.44%
-3.19%
+18.93%
-4.58%
1985
+28.48%
-1.76%
+27.52%
-2.25%