Last Update: 31 August 2021
The Aggressive Global Income Portfolio obtained a 8.33% compound annual return, with a 12.09% standard deviation, in the last 10 years.
The Warren Buffett Portfolio obtained a 14.93% compound annual return, with a 12.06% standard deviation, in the last 10 years.
Summary
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| Aggressive Global Income Portfolio | Warren Buffett Portfolio | ||
|---|---|---|---|
| Risk | Very High | Very High | |
| Asset Allocation | Stocks | 80% | 90% |
| Fixed Income | 20% | 10% | |
| Commodities | 0% | 0% | |
| 10 Years Stats | Return | +8.33% | +14.93% |
| Std Dev | 12.09% | 12.06% | |
| Max Drawdown | -23.84% | -17.49% | |
Last Update: 31 August 2021
Historical Returns
The examinated historical serie starts from January 1999
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| 1M | 3M | 6M | 1Y | 3Y(*) | 5Y(*) | 10Y(*) | MAX(*) | |
|---|---|---|---|---|---|---|---|---|
| Aggressive Global Income Portfolio | +1.31 | +0.65 | +10.85 | +25.85 | +7.10 | +8.29 | +8.33 | +8.85 |
| Warren Buffett Portfolio | +2.67 | +7.40 | +17.19 | +28.29 | +17.18 | +16.79 | +14.93 | +7.76 |
(*) annualized
Capital Growth
Drawdowns
Yearly Returns
Yearly return comparison. Common historical serie start from January 1999.
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| Year | Aggressive Global Income Portfolio | Warren Buffett Portfolio |
|---|---|---|
| 2021 |
+14.27% | +19.01% |
| 2020 |
-1.13% | +19.19% |
| 2019 |
+19.97% | +28.46% |
| 2018 |
-8.07% | -3.84% |
| 2017 |
+13.53% | +19.83% |
| 2016 |
+18.29% | +10.69% |
| 2015 |
-6.99% | +0.96% |
| 2014 |
+3.96% | +12.08% |
| 2013 |
+19.30% | +29.44% |
| 2012 |
+12.95% | +14.59% |
| 2011 |
+0.62% | +1.43% |
| 2010 |
+14.37% | +14.55% |
| 2009 |
+33.97% | +24.66% |
| 2008 |
-34.21% | -32.35% |
| 2007 |
+3.78% | +6.30% |
| 2006 |
+23.12% | +14.32% |
| 2005 |
+12.89% | +5.58% |
| 2004 |
+15.91% | +9.73% |
| 2003 |
+33.93% | +25.87% |
| 2002 |
-7.75% | -19.13% |
| 2001 |
+5.43% | -10.04% |
| 2000 |
+0.11% | -7.27% |
| 1999 |
+41.89% | +19.15% |