Last Update: 31 July 2022

The Aggressive Global Income Portfolio obtained a 9.48% compound annual return, with a 13.99% standard deviation, in the last 30 Years.

The Warren Buffett Portfolio obtained a 9.53% compound annual return, with a 13.24% standard deviation, in the last 30 Years.

Summary

Swipe left to see all data
Aggressive Global Income Portfolio Warren Buffett Portfolio
Risk Very High Very High
Asset Allocation Stocks 80% 90%
Fixed Income 20% 10%
Commodities 0% 0%
30 Years Stats Return +9.48% +9.53%
Std Dev 13.99% 13.24%
Max Drawdown -52.63% -45.52%

Last Update: 31 July 2022

Historical Returns as of Jul 31, 2022

Comparison period starts from January 1986

Swipe left to see all data
1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
Aggressive Global Income Portfolio +4.61 -5.55 -3.11 +4.76 +7.11 +9.48 +9.99
Warren Buffett Portfolio +8.14 -8.04 -6.56 +11.56 +12.47 +9.53 +10.33
(*) Returns over 1 year are annualized

Capital Growth as of Jul 31, 2022

Aggressive Global Income Portfolio: an investment of 1000$, since August 1992, now would be worth 15140.80$, with a total return of 1414.08% (9.48% annualized).

Warren Buffett Portfolio: an investment of 1000$, since August 1992, now would be worth 15346.83$, with a total return of 1434.68% (9.53% annualized).

Aggressive Global Income Portfolio: an investment of 1000$, since January 1986, now would be worth 32518.68$, with a total return of 3151.87% (9.99% annualized).

Warren Buffett Portfolio: an investment of 1000$, since January 1986, now would be worth 36518.59$, with a total return of 3551.86% (10.33% annualized).

Drawdowns

Drawdown comparison chart since July 1992.

Swipe left to see all data
Aggressive Global Income Portfolio
Warren Buffett Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-52.63% Nov 2007 Feb 2009
-45.52% Nov 2007 Feb 2009
-39.67% Sep 2000 Sep 2002
-23.84% Jan 2020 Mar 2020
-19.61% Jan 2022 Jun 2022
-17.49% Feb 2020 Mar 2020
-17.13% May 2011 Sep 2011
-16.17% May 2002 Feb 2003
-16.13% Mar 2000 Sep 2001
-15.33% May 1998 Aug 1998
-15.04% May 2011 Sep 2011
-13.83% Jul 1998 Aug 1998
-13.63% May 2015 Jan 2016
-12.09% Oct 2018 Dec 2018
-10.76% Jan 2022 Jun 2022
-9.93% Feb 2018 Dec 2018
-7.73% Aug 2015 Sep 2015
-6.47% Feb 1994 Mar 1994
-6.10% Jan 2000 Feb 2000
-6.10% Apr 2012 May 2012

Drawdown comparison chart since January 1986.

Swipe left to see all data
Aggressive Global Income Portfolio
Warren Buffett Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-52.63% Nov 2007 Feb 2009
-45.52% Nov 2007 Feb 2009
-39.67% Sep 2000 Sep 2002
-27.35% Sep 1987 Nov 1987
-23.84% Jan 2020 Mar 2020
-20.76% Sep 1987 Nov 1987
-19.61% Jan 2022 Jun 2022
-19.34% Jan 1990 Sep 1990
-17.49% Feb 2020 Mar 2020
-17.13% May 2011 Sep 2011
-16.17% May 2002 Feb 2003
-16.13% Mar 2000 Sep 2001
-15.33% May 1998 Aug 1998
-15.04% May 2011 Sep 2011
-13.83% Jul 1998 Aug 1998
-13.63% May 2015 Jan 2016
-12.77% Jun 1990 Oct 1990
-12.09% Oct 2018 Dec 2018
-10.76% Jan 2022 Jun 2022
-9.93% Feb 2018 Dec 2018

Yearly Returns

Yearly return comparison. Common historical serie start from January 1986.

Swipe left to see all data
Year Aggressive Global Income Portfolio Warren Buffett Portfolio
2022
-6.65% -13.06%
2021
+17.07% +24.59%
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%
1998
+10.70% +26.49%
1997
+17.80% +30.52%
1996
+13.23% +21.03%
1995
+21.51% +34.91%
1994
+2.43% +1.01%
1993
+19.55% +9.53%
1992
+4.78% +7.36%
1991
+27.42% +28.35%
1990
-14.05% -2.00%
1989
+16.55% +29.38%
1988
+20.36% +15.17%
1987
+9.17% +4.71%
1986
+28.71% +17.29%
Share this page