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

Time Range:

Drawdowns

Time Range:

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%
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