Last Update: 28 February 2021
The Aggressive Global Income Portfolio obtained a 6.68% compound annual return, with a 12.24% standard deviation, in the last 10 years.
The Warren Buffett Portfolio obtained a 12.36% compound annual return, with a 12.21% 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 | +6.68% | +12.36% |
Std Dev | 12.24% | 12.21% | |
Max Drawdown | -23.84% | -17.49% |
Last Update: 28 February 2021
Historical Returns
The examinated historical serie starts from March 2008
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1M | 3M | 6M | 1Y | 3Y(*) | 5Y(*) | 10Y(*) | MAX(*) | |
---|---|---|---|---|---|---|---|---|
Aggressive Global Income Portfolio | +3.15 | +6.96 | +13.53 | +12.71 | +4.78 | +9.20 | +6.68 | +5.92 |
Warren Buffett Portfolio | +2.33 | +5.34 | +9.48 | +30.09 | +13.76 | +15.83 | +12.36 | +10.14 |
(*) annualized
Capital Growth
Drawdowns
Yearly Returns
Yearly return comparison. Common historical serie start from March 2008.
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Year | Aggressive Global Income Portfolio | Warren Buffett Portfolio |
---|---|---|
2021 |
+3.08% | +1.55% |
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% |