Last Update: 31 July 2022

The All Country World Stocks Portfolio obtained a 6.63% compound annual return, with a 15.29% 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

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All Country World Stocks Portfolio Warren Buffett Portfolio
Risk Very High Very High
Asset Allocation Stocks 100% 90%
Fixed Income 0% 10%
Commodities 0% 0%
30 Years Stats Return +6.63% +9.53%
Std Dev 15.29% 13.24%
Max Drawdown -57.06% -45.52%

Last Update: 31 July 2022

Historical Returns as of Jul 31, 2022

Comparison period starts from January 1988

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
All Country World Stocks Portfolio +6.98 -10.08 -10.55 +7.98 +9.67 +6.63 +6.37
Warren Buffett Portfolio +8.14 -8.04 -6.56 +11.56 +12.47 +9.53 +10.31
(*) Returns over 1 year are annualized

Capital Growth as of Jul 31, 2022

All Country World Stocks Portfolio: an investment of 1000$, since August 1992, now would be worth 6861.67$, with a total return of 586.17% (6.63% 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).

All Country World Stocks Portfolio: an investment of 1000$, since January 1988, now would be worth 8466.61$, with a total return of 746.66% (6.37% annualized).

Warren Buffett Portfolio: an investment of 1000$, since January 1988, now would be worth 29733.96$, with a total return of 2873.40% (10.31% annualized).

Drawdowns

Drawdown comparison chart since July 1992.

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All Country World Stocks Portfolio
Warren Buffett Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-57.06% Nov 2007 Feb 2009
-48.44% Apr 2000 Sep 2002
-45.52% Nov 2007 Feb 2009
-39.67% Sep 2000 Sep 2002
-22.15% Jan 2020 Mar 2020
-19.80% Jan 2022 Jun 2022
-19.61% Jan 2022 Jun 2022
-17.49% Feb 2020 Mar 2020
-15.04% May 2011 Sep 2011
-14.59% May 1998 Aug 1998
-14.45% Feb 2018 Dec 2018
-13.83% Jul 1998 Aug 1998
-13.76% Jun 2015 Feb 2016
-12.09% Oct 2018 Dec 2018
-8.28% Aug 1997 Oct 1997
-7.73% Aug 2015 Sep 2015
-6.65% Sep 1994 Jan 1995
-6.47% Feb 1994 Mar 1994
-6.20% Feb 1994 Mar 1994
-6.10% Jan 2000 Feb 2000

Drawdown comparison chart since January 1988.

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All Country World Stocks Portfolio
Warren Buffett Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-57.06% Nov 2007 Feb 2009
-48.44% Apr 2000 Sep 2002
-45.52% Nov 2007 Feb 2009
-39.67% Sep 2000 Sep 2002
-25.28% Jan 1990 Sep 1990
-22.15% Jan 2020 Mar 2020
-19.80% Jan 2022 Jun 2022
-19.61% Jan 2022 Jun 2022
-17.49% Feb 2020 Mar 2020
-15.04% May 2011 Sep 2011
-14.59% May 1998 Aug 1998
-14.45% Feb 2018 Dec 2018
-13.83% Jul 1998 Aug 1998
-13.76% Jun 2015 Feb 2016
-12.77% Jun 1990 Oct 1990
-12.09% Oct 2018 Dec 2018
-8.28% Aug 1997 Oct 1997
-7.73% Aug 2015 Sep 2015
-6.65% Sep 1994 Jan 1995
-6.47% Feb 1994 Mar 1994

Yearly Returns

Yearly return comparison. Common historical serie start from January 1988.

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Year All Country World Stocks Portfolio Warren Buffett Portfolio
2022
-14.20% -13.06%
2021
+18.27% +24.59%
2020
+16.61% +19.19%
2019
+26.82% +28.46%
2018
-9.76% -3.84%
2017
+24.49% +19.83%
2016
+8.51% +10.69%
2015
-1.86% +0.96%
2014
+3.67% +12.08%
2013
+22.95% +29.44%
2012
+17.12% +14.59%
2011
-7.50% +1.43%
2010
+13.08% +14.55%
2009
+32.65% +24.66%
2008
-43.54% -32.35%
2007
+9.64% +6.30%
2006
+18.78% +14.32%
2005
+8.83% +5.58%
2004
+13.30% +9.73%
2003
+31.62% +25.87%
2002
-20.51% -19.13%
2001
-17.26% -10.04%
2000
-15.08% -7.27%
1999
+25.00% +19.15%
1998
+19.93% +26.49%
1997
+12.93% +30.52%
1996
+10.93% +21.03%
1995
+16.90% +34.91%
1994
+2.85% +1.01%
1993
+22.12% +9.53%
1992
-6.70% +7.36%
1991
+16.92% +28.35%
1990
-18.63% -2.00%
1989
+15.15% +29.38%
1988
+21.20% +15.17%
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