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

Time Range:

Drawdowns

Time Range:

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%
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