Stocks/Bonds 60/40 vs Scott Burns Seven Value Portfolio Comparison

Last Update: 30 April 2023

The Stocks/Bonds 60/40 Portfolio obtained a 8.00% compound annual return, with a 9.46% standard deviation, in the last 30 Years.

The Scott Burns Seven Value Portfolio obtained a 8.03% compound annual return, with a 11.24% standard deviation, in the last 30 Years.

Summary

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Stocks/Bonds 60/40 Portfolio Scott Burns Seven Value Portfolio
Risk High High
Asset Allocation Stocks 60% 71.5%
Fixed Income 40% 28.5%
Commodities 0% 0%
30 Years Stats Return +8.00% +8.03%
Std Dev 9.46% 11.24%
Max Drawdown -30.55% -41.22%

Last Update: 30 April 2023

Historical Returns as of Apr 30, 2023

Comparison period starts from January 1985

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
Stocks/Bonds 60/40 Portfolio +0.89 +7.06 +0.75 +6.97 +7.66 +8.00 +9.19
Scott Burns Seven Value Portfolio +1.14 +4.80 +2.26 +6.96 +6.48 +8.03 +9.53
(*) Returns over 1 year are annualized

Capital Growth as of Apr 30, 2023

Stocks/Bonds 60/40 Portfolio: an investment of 1000$, since May 1993, now would be worth 10071.33$, with a total return of 907.13% (8.00% annualized).

Scott Burns Seven Value Portfolio: an investment of 1000$, since May 1993, now would be worth 10135.84$, with a total return of 913.58% (8.03% annualized).

Stocks/Bonds 60/40 Portfolio: an investment of 1000$, since January 1985, now would be worth 29124.13$, with a total return of 2812.41% (9.19% annualized).

Scott Burns Seven Value Portfolio: an investment of 1000$, since January 1985, now would be worth 32801.81$, with a total return of 3180.18% (9.53% annualized).

Drawdowns

Drawdown comparison chart since April 1993.

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Stocks/Bonds 60/40 Portfolio
Scott Burns Seven Value Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-41.22% Nov 2007 Feb 2009
-30.55% Nov 2007 Feb 2009
-21.56% Sep 2000 Sep 2002
-20.69% Jan 2022 Sep 2022
-20.44% Jan 2020 Mar 2020
-15.04% Feb 2001 Sep 2002
-14.49% Apr 2022 Sep 2022
-14.02% May 2011 Sep 2011
-13.01% May 1998 Aug 1998
-12.29% Feb 2020 Mar 2020
-10.18% Jul 1998 Aug 1998
-9.57% Sep 2018 Dec 2018
-9.24% May 2015 Feb 2016
-9.00% May 2011 Sep 2011
-8.38% Sep 2018 Dec 2018
-7.04% Feb 1994 Nov 1994
-6.47% Feb 1994 Jun 1994
-5.35% Apr 2000 May 2000
-5.25% May 2012 May 2012
-5.24% Jun 2015 Sep 2015

Drawdown comparison chart since January 1985.

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Stocks/Bonds 60/40 Portfolio
Scott Burns Seven Value Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-41.22% Nov 2007 Feb 2009
-30.55% Nov 2007 Feb 2009
-21.56% Sep 2000 Sep 2002
-20.69% Jan 2022 Sep 2022
-20.44% Jan 2020 Mar 2020
-19.17% Sep 1987 Nov 1987
-17.34% Sep 1987 Nov 1987
-15.04% Feb 2001 Sep 2002
-14.49% Apr 2022 Sep 2022
-14.02% May 2011 Sep 2011
-13.01% May 1998 Aug 1998
-12.29% Feb 2020 Mar 2020
-10.18% Jul 1998 Aug 1998
-9.72% Jan 1990 Sep 1990
-9.57% Sep 2018 Dec 2018
-9.24% May 2015 Feb 2016
-9.00% May 2011 Sep 2011
-8.52% Jul 1990 Oct 1990
-8.38% Sep 2018 Dec 2018
-7.04% Feb 1994 Nov 1994

Yearly Returns

Yearly return comparison. Common historical serie start from January 1985.

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Year Stocks/Bonds 60/40 Portfolio Scott Burns Seven Value Portfolio
2023
 +6.45% +3.66%
2022
 -16.95% -3.63%
2021
 +14.66% +22.53%
2020
 +15.70% +1.86%
2019
 +21.94% +19.31%
2018
 -3.17% -6.81%
2017
 +14.15% +10.75%
2016
 +8.71% +11.54%
2015
 +0.44% -3.57%
2014
 +9.85% +7.89%
2013
 +19.23% +14.33%
2012
 +11.13% +12.77%
2011
 +3.75% +3.05%
2010
 +12.93% +15.52%
2009
 +18.79% +23.22%
2008
 -19.44% -27.82%
2007
 +5.99% +8.29%
2006
 +11.12% +17.32%
2005
 +4.74% +12.65%
2004
 +9.37% +18.27%
2003
 +20.04% +25.26%
2002
 -8.98% -5.96%
2001
 -3.21% -4.35%
2000
 -1.79% +8.17%
1999
 +13.98% +10.89%
1998
 +17.39% +6.19%
1997
 +22.37% +14.55%
1996
 +14.01% +17.33%
1995
 +28.74% +22.68%
1994
 -1.16% -2.08%
1993
 +10.25% +19.57%
1992
 +8.32% +7.31%
1991
 +25.53% +20.27%
1990
 -0.19% -5.60%
1989
 +22.33% +21.02%
1988
 +13.33% +16.18%
1987
 +2.18% +5.84%
1986
 +14.79% +23.44%
1985
 +27.66% +28.48%