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
| 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
| 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 |
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.
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.
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.
| 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% |