Scott Burns Margaritaville vs Aim Ways Aim comfortable trip Portfolio Comparison

Period: January 1985 - September 2024 (~40 years)
Consolidated Returns as of 30 September 2024
Rebalancing: at every Jan 1st
Currency: USD
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Scott Burns Margaritaville Portfolio
1.00$
Initial Capital
October 1994
9.06$
Final Capital
September 2024
7.62%
Yearly Return
10.81
Std Deviation
-38.70%
Max Drawdown
39 months
Recovery Period
Aim Ways Aim comfortable trip Portfolio
1.00$
Initial Capital
October 1994
9.69$
Final Capital
September 2024
7.86%
Yearly Return
7.60
Std Deviation
-20.15%
Max Drawdown
23 months
Recovery Period
Scott Burns Margaritaville Portfolio
1.00$
Initial Capital
January 1985
33.85$
Final Capital
September 2024
9.26%
Yearly Return
10.94
Std Deviation
-38.70%
Max Drawdown
39 months
Recovery Period
Aim Ways Aim comfortable trip Portfolio
1.00$
Initial Capital
January 1985
30.27$
Final Capital
September 2024
8.96%
Yearly Return
7.62
Std Deviation
-20.15%
Max Drawdown
23 months
Recovery Period

The Scott Burns Margaritaville Portfolio obtained a 7.62% compound annual return, with a 10.81% standard deviation, in the last 30 Years.

The Aim Ways Aim comfortable trip Portfolio obtained a 7.86% compound annual return, with a 7.60% standard deviation, in the last 30 Years.

Returns as of Sep 30, 2024

The portfolios guaranteed the following returns.

RETURN COMPARISON
Period: 1 January 1985 - 30 September 2024 (~40 years)
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Return (%) as of Sep 30, 2024
YTD
(9M) 		1M 6M 1Y 5Y 10Y 30Y MAX
(~40Y)
Margaritaville
Scott Burns 		13.21 2.04 7.86 23.46 8.56 7.03 7.62 9.26
Aim comfortable trip
Aim Ways 		11.41 1.90 8.03 21.57 7.39 6.57 7.86 8.96
Return over 1 year are annualized.

Capital Growth as of Sep 30, 2024

Scott Burns Margaritaville Portfolio: an investment of 1$, since October 1994, now would be worth 9.06$, with a total return of 805.85% (7.62% annualized).

Aim Ways Aim comfortable trip Portfolio: an investment of 1$, since October 1994, now would be worth 9.69$, with a total return of 868.87% (7.86% annualized).


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Scott Burns Margaritaville Portfolio: an investment of 1$, since January 1985, now would be worth 33.85$, with a total return of 3284.61% (9.26% annualized).

Aim Ways Aim comfortable trip Portfolio: an investment of 1$, since January 1985, now would be worth 30.27$, with a total return of 2926.58% (8.96% annualized).


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Metrics as of Sep 30, 2024

The following metrics, updated as of 30 September 2024, provide an overview of performance and risk.

METRIC COMPARISON
Period: 1 October 2023 - 30 September 2024 (1 year)
Period: 1 October 2019 - 30 September 2024 (5 years)
Period: 1 October 2014 - 30 September 2024 (10 years)
Period: 1 October 1994 - 30 September 2024 (30 years)
Period: 1 January 1985 - 30 September 2024 (~40 years)
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Margaritaville Aim comfortable trip
Author Scott Burns Aim Ways
ASSET ALLOCATION
Stocks 67% 40%
Fixed Income 33% 45%
Commodities 0% 15%
PERFORMANCES
Annualized Return (%) 23.46 21.57
Infl. Adjusted Return (%) 20.56 18.71
DRAWDOWN
Deepest Drawdown Depth (%) -2.90 -1.63
Start to Recovery (months) 2 2
Longest Drawdown Depth (%) -2.23 -0.38
Start to Recovery (months) 2 2
Longest Negative Period (months) 2 1
RISK INDICATORS
Standard Deviation (%) 8.90 6.79
Sharpe Ratio 2.03 2.39
Sortino Ratio 2.78 3.41
Ulcer Index 1.02 0.50
Ratio: Return / Standard Deviation 2.64 3.18
Ratio: Return / Deepest Drawdown 8.08 13.27
Metrics calculated over the period 1 October 2023 - 30 September 2024
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Margaritaville Aim comfortable trip
Author Scott Burns Aim Ways
ASSET ALLOCATION
Stocks 67% 40%
Fixed Income 33% 45%
Commodities 0% 15%
PERFORMANCES
Annualized Return (%) 8.56 7.39
Infl. Adjusted Return (%) 4.20 3.08
DRAWDOWN
Deepest Drawdown Depth (%) -21.96 -15.56
Start to Recovery (months) 27 24
Longest Drawdown Depth (%) -21.96 -15.56
Start to Recovery (months) 27 24
Longest Negative Period (months) 34 31
RISK INDICATORS
Standard Deviation (%) 12.90 9.18
Sharpe Ratio 0.49 0.57
Sortino Ratio 0.65 0.76
Ulcer Index 7.83 4.79
Ratio: Return / Standard Deviation 0.66 0.81
Ratio: Return / Deepest Drawdown 0.39 0.47
Metrics calculated over the period 1 October 2019 - 30 September 2024
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Margaritaville Aim comfortable trip
Author Scott Burns Aim Ways
ASSET ALLOCATION
Stocks 67% 40%
Fixed Income 33% 45%
Commodities 0% 15%
PERFORMANCES
Annualized Return (%) 7.03 6.57
Infl. Adjusted Return (%) 4.06 3.62
DRAWDOWN
Deepest Drawdown Depth (%) -21.96 -15.56
Start to Recovery (months) 27 24
Longest Drawdown Depth (%) -21.96 -15.56
Start to Recovery (months) 27 24
Longest Negative Period (months) 34 31
RISK INDICATORS
Standard Deviation (%) 10.74 7.41
Sharpe Ratio 0.52 0.69
Sortino Ratio 0.69 0.93
Ulcer Index 6.09 3.59
Ratio: Return / Standard Deviation 0.65 0.89
Ratio: Return / Deepest Drawdown 0.32 0.42
Metrics calculated over the period 1 October 2014 - 30 September 2024
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Margaritaville Aim comfortable trip
Author Scott Burns Aim Ways
ASSET ALLOCATION
Stocks 67% 40%
Fixed Income 33% 45%
Commodities 0% 15%
PERFORMANCES
Annualized Return (%) 7.62 7.86
Infl. Adjusted Return (%) 4.98 5.22
DRAWDOWN
Deepest Drawdown Depth (%) -38.70 -20.15
Start to Recovery (months) 39 23
Longest Drawdown Depth (%) -22.41 -15.56
Start to Recovery (months) 45 24
Longest Negative Period (months) 62 39
RISK INDICATORS
Standard Deviation (%) 10.81 7.60
Sharpe Ratio 0.49 0.73
Sortino Ratio 0.64 0.98
Ulcer Index 8.25 3.71
Ratio: Return / Standard Deviation 0.70 1.03
Ratio: Return / Deepest Drawdown 0.20 0.39
Metrics calculated over the period 1 October 1994 - 30 September 2024
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Margaritaville Aim comfortable trip
Author Scott Burns Aim Ways
ASSET ALLOCATION
Stocks 67% 40%
Fixed Income 33% 45%
Commodities 0% 15%
PERFORMANCES
Annualized Return (%) 9.26 8.96
Infl. Adjusted Return (%) 6.30 6.00
DRAWDOWN
Deepest Drawdown Depth (%) -38.70 -20.15
Start to Recovery (months) 39 23
Longest Drawdown Depth (%) -22.41 -15.56
Start to Recovery (months) 45 24
Longest Negative Period (months) 62 39
RISK INDICATORS
Standard Deviation (%) 10.94 7.62
Sharpe Ratio 0.56 0.76
Sortino Ratio 0.74 1.02
Ulcer Index 7.45 3.48
Ratio: Return / Standard Deviation 0.85 1.18
Ratio: Return / Deepest Drawdown 0.24 0.44
Metrics calculated over the period 1 January 1985 - 30 September 2024

Drawdowns

DRAWDOWN COMPARISON
Period: 1 October 1994 - 30 September 2024 (30 years)
Period: 1 January 1985 - 30 September 2024 (~40 years)

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Margaritaville Aim comfortable trip
Drawdown
(%) 		Recovery
(#Months)		 From
To		 Drawdown
(%) 		Recovery
(#Months)		 From
To
-38.70 39 Nov 2007
Jan 2011
-22.41 45 Apr 2000
Dec 2003
-21.96 27 Jan 2022
Mar 2024
-20.15 23 Nov 2007
Sep 2009
-15.56 24 Jan 2022
Dec 2023
-14.40 7 Jan 2020
Jul 2020
-12.82 10 May 2011
Feb 2012
-9.97 15 Feb 2018
Apr 2019
-9.72 5 Jul 1998
Nov 1998
-9.68 17 May 2015
Sep 2016
-9.39 6 Feb 2020
Jul 2020
-8.35 12 Jun 2002
May 2003
-7.64 21 Sep 2000
May 2002
-7.22 6 May 1998
Oct 1998
-5.67 5 Apr 2012
Aug 2012

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Margaritaville Aim comfortable trip
Drawdown
(%) 		Recovery
(#Months)		 From
To		 Drawdown
(%) 		Recovery
(#Months)		 From
To
-38.70 39 Nov 2007
Jan 2011
-22.41 45 Apr 2000
Dec 2003
-21.96 27 Jan 2022
Mar 2024
-20.15 23 Nov 2007
Sep 2009
-15.56 24 Jan 2022
Dec 2023
-15.03 14 Sep 1987
Oct 1988
-14.53 14 Jan 1990
Feb 1991
-14.40 7 Jan 2020
Jul 2020
-12.82 10 May 2011
Feb 2012
-11.65 14 Sep 1987
Oct 1988
-9.97 15 Feb 2018
Apr 2019
-9.72 5 Jul 1998
Nov 1998
-9.68 17 May 2015
Sep 2016
-9.39 6 Feb 2020
Jul 2020
-8.36 14 Jan 1990
Feb 1991

Rolling Returns

By selecting the 'Rolling Period', the chart and data will update. To study a different date range, change the simulation settings.

You can explore the Rolling Returns for a single portfolio, or check the return differential, by switching on "Head To Head" toggle.

Rolling Returns Comparison
Rolling Returns Chart
Rolling Returns Chart - Inflation Adjusted
Time Period: 1 January 1985 - 30 September 2024 (~40 years)


Head To Head (Ptf 1 vs Ptf 2):
US Inflation Adjusted:

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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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Margaritaville Aim comfortable trip
Year Return Drawdown Return Drawdown
2024
 13.21% -2.90% 11.41% -1.63%
2023
 15.17% -7.90% 15.77% -4.47%
2022
 -16.10% -21.96% -10.58% -15.56%
2021
 13.33% -2.96% 7.29% -2.26%
2020
 14.40% -14.40% 11.36% -9.39%
2019
 20.39% -3.64% 16.14% -2.32%
2018
 -6.92% -9.97% -2.40% -4.78%
2017
 17.22% 0.00% 11.42% -0.42%
2016
 7.53% -3.63% 7.92% -2.09%
2015
 -2.03% -8.70% -1.20% -4.92%
2014
 3.95% -3.16% 5.31% -2.23%
2013
 13.25% -4.31% 7.86% -3.94%
2012
 13.94% -5.67% 10.85% -4.39%
2011
 0.08% -12.82% 3.71% -5.67%
2010
 11.85% -8.08% 13.58% -4.02%
2009
 25.18% -13.70% 21.18% -6.93%
2008
 -26.90% -30.74% -12.97% -17.75%
2007
 10.88% -2.84% 9.30% -2.21%
2006
 14.22% -2.59% 12.61% -2.81%
2005
 8.11% -2.37% 7.58% -2.16%
2004
 13.95% -3.39% 10.79% -2.87%
2003
 26.41% -2.95% 21.92% -1.65%
2002
 -6.46% -11.78% -0.23% -8.35%
2001
 -7.87% -14.71% -0.43% -7.19%
2000
 -2.92% -8.17% 1.50% -5.41%
1999
 16.49% -2.94% 14.90% -2.99%
1998
 16.12% -9.72% 18.20% -7.22%
1997
 14.48% -4.68% 3.83% -3.99%
1996
 9.11% -2.95% 10.16% -1.62%
1995
 21.08% -0.70% 19.66% -0.17%
1994
 1.10% -5.54% -2.00% -5.21%
1993
 18.69% -4.43% 16.10% -0.81%
1992
 1.10% -5.71% 7.83% -1.96%
1991
 20.28% -3.87% 21.40% -2.60%
1990
 -7.54% -14.53% -2.90% -8.36%
1989
 19.01% -1.19% 13.45% -0.99%
1988
 16.51% -3.08% 10.56% -1.94%
1987
 10.87% -15.03% 10.38% -11.65%
1986
 31.94% -5.15% 21.36% -1.76%
1985
 35.93% -1.79% 28.00% -1.27%