Last Update: 31 March 2024
The Bogleheads Four Funds Portfolio obtained a 8.09% compound annual return, with a 12.42% standard deviation, in the last 30 Years.
The Warren Buffett Portfolio obtained a 10.09% compound annual return, with a 13.63% standard deviation, in the last 30 Years.
Summary
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| Bogleheads Four Funds Portfolio | Warren Buffett Portfolio | ||
|---|---|---|---|
| Portfolio Risk | Very High | Very High | |
| Asset Allocation | Stocks | 80% | 90% |
| Fixed Income | 20% | 10% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +8.09% | +10.09% |
| Std Dev | 12.42% | 13.63% | |
| Max Drawdown | -44.08% | -45.52% | |
| All time Stats (Since Jan 1985) |
Return | +9.69% | +11.02% |
| Std Dev | 12.41% | 13.80% | |
| Max Drawdown | -44.08% | -45.52% | |
| Last Update: 31 March 2024 | |||
Historical Returns as of Mar 31, 2024
Comparison period starts from January 1985
Swipe left to see all data
| 1M | 6M | 1Y | 5Y | 10Y | 30Y | MAX | |
|---|---|---|---|---|---|---|---|
| Bogleheads Four Funds Portfolio | +2.62 | +17.07 | +18.48 | +9.31 | +7.94 | +8.09 | +9.69 |
| Warren Buffett Portfolio | +2.41 | +21.03 | +27.09 | +13.53 | +11.64 | +10.09 | +11.02 |
| Return over 1 year are annualized. |
Capital Growth as of Mar 31, 2024
Bogleheads Four Funds Portfolio: an investment of 1$, since April 1994,
now would be worth 10.32$, with a total return of 932.11%
(8.09% annualized).
Warren Buffett Portfolio: an investment of 1$, since April 1994, now would be worth 17.89$, with a total return of 1688.79% (10.09% annualized).
Warren Buffett Portfolio: an investment of 1$, since April 1994, now would be worth 17.89$, with a total return of 1688.79% (10.09% annualized).
Bogleheads Four Funds Portfolio: an investment of 1$, since January 1985,
now would be worth 37.70$, with a total return of 3669.83%
(9.69% annualized).
Warren Buffett Portfolio: an investment of 1$, since January 1985, now would be worth 60.46$, with a total return of 5945.65% (11.02% annualized).
Warren Buffett Portfolio: an investment of 1$, since January 1985, now would be worth 60.46$, with a total return of 5945.65% (11.02% annualized).
Drawdowns
Drawdown comparison chart since April 1994.
Swipe left to see all data
|
Bogleheads Four Funds Portfolio
|
Warren Buffett Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -45.52% | Nov 2007 | Feb 2009 (16) | Apr 2011 (42) | 22.14 | |||||
| -44.08% | Nov 2007 | Feb 2009 (16) | Apr 2011 (42) | 20.37 | |||||
| -39.67% | Sep 2000 | Sep 2002 (25) | Sep 2006 (73) | 20.20 | |||||
| -32.45% | Apr 2000 | Sep 2002 (30) | Nov 2004 (56) | 17.46 | |||||
| -23.20% | Jan 2022 | Sep 2022 (9) | Feb 2024 (26) | 11.69 | |||||
| -23.08% | Jan 2022 | Sep 2022 (9) | Dec 2023 (24) | 12.17 | |||||
| -17.49% | Feb 2020 | Mar 2020 (2) | Jul 2020 (6) | 7.96 | |||||
| -17.11% | Jan 2020 | Mar 2020 (3) | Jul 2020 (7) | 7.73 | |||||
| -15.64% | May 2011 | Sep 2011 (5) | Mar 2012 (11) | 7.01 | |||||
| -15.04% | May 2011 | Sep 2011 (5) | Feb 2012 (10) | 6.55 | |||||
| -13.83% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 6.74 | |||||
| -12.43% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 6.63 | |||||
| -12.09% | Oct 2018 | Dec 2018 (3) | Apr 2019 (7) | 5.58 | |||||
| -10.69% | Feb 2018 | Dec 2018 (11) | Apr 2019 (15) | 4.28 | |||||
| -10.05% | Jun 2015 | Feb 2016 (9) | Jul 2016 (14) | 5.32 | |||||
| -7.73% | Aug 2015 | Sep 2015 (2) | May 2016 (10) | 4.19 | |||||
| -6.92% | Apr 2012 | May 2012 (2) | Sep 2012 (6) | 3.06 | |||||
| -6.10% | Jan 2000 | Feb 2000 (2) | Mar 2000 (3) | 3.81 | |||||
| -6.10% | Apr 2012 | May 2012 (2) | Aug 2012 (5) | 2.85 | |||||
| -5.73% | May 2019 | May 2019 (1) | Jun 2019 (2) | 3.31 | |||||
Drawdown comparison chart since January 1985.
Swipe left to see all data
|
Bogleheads Four Funds Portfolio
|
Warren Buffett Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -45.52% | Nov 2007 | Feb 2009 (16) | Apr 2011 (42) | 22.14 | |||||
| -44.08% | Nov 2007 | Feb 2009 (16) | Apr 2011 (42) | 20.37 | |||||
| -39.67% | Sep 2000 | Sep 2002 (25) | Sep 2006 (73) | 20.20 | |||||
| -32.45% | Apr 2000 | Sep 2002 (30) | Nov 2004 (56) | 17.46 | |||||
| -27.35% | Sep 1987 | Nov 1987 (3) | May 1989 (21) | 14.38 | |||||
| -23.20% | Jan 2022 | Sep 2022 (9) | Feb 2024 (26) | 11.69 | |||||
| -23.08% | Jan 2022 | Sep 2022 (9) | Dec 2023 (24) | 12.17 | |||||
| -19.18% | Sep 1987 | Nov 1987 (3) | Jan 1989 (17) | 8.92 | |||||
| -17.49% | Feb 2020 | Mar 2020 (2) | Jul 2020 (6) | 7.96 | |||||
| -17.11% | Jan 2020 | Mar 2020 (3) | Jul 2020 (7) | 7.73 | |||||
| -15.64% | May 2011 | Sep 2011 (5) | Mar 2012 (11) | 7.01 | |||||
| -15.56% | Jan 1990 | Sep 1990 (9) | Feb 1991 (14) | 8.00 | |||||
| -15.04% | May 2011 | Sep 2011 (5) | Feb 2012 (10) | 6.55 | |||||
| -13.83% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 6.74 | |||||
| -12.77% | Jun 1990 | Oct 1990 (5) | Feb 1991 (9) | 6.99 | |||||
| -12.43% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 6.63 | |||||
| -12.09% | Oct 2018 | Dec 2018 (3) | Apr 2019 (7) | 5.58 | |||||
| -10.69% | Feb 2018 | Dec 2018 (11) | Apr 2019 (15) | 4.28 | |||||
| -10.05% | Jun 2015 | Feb 2016 (9) | Jul 2016 (14) | 5.32 | |||||
| -7.73% | Aug 2015 | Sep 2015 (2) | May 2016 (10) | 4.19 | |||||
Yearly Returns
For each year, the following table provides the return and intra-year drawdown.
The highlighted returns represent the highest values for that specific year.
The highlighted returns represent the highest values for that specific year.
Swipe left to see all data
| Year | Return | Drawdown | Return | Drawdown |
|---|---|---|---|---|
| 2024 |
+6.16%
|
0.00% |
+8.94%
|
0.00% |
| 2023 |
+18.65%
|
-8.64% |
+24.87%
|
-7.55% |
| 2022 |
-17.06%
|
-23.20% |
-18.29%
|
-23.08% |
| 2021 |
+15.70%
|
-3.50% |
+24.59%
|
-4.32% |
| 2020 |
+15.71%
|
-17.11% |
+19.19%
|
-17.49% |
| 2019 |
+23.60%
|
-4.69% |
+28.46%
|
-5.73% |
| 2018 |
-7.02%
|
-10.69% |
-3.84%
|
-12.09% |
| 2017 |
+19.47%
|
0.00% |
+19.83%
|
0.00% |
| 2016 |
+8.61%
|
-4.75% |
+10.69%
|
-4.87% |
| 2015 |
-1.37%
|
-8.95% |
+0.96%
|
-7.73% |
| 2014 |
+5.85%
|
-2.96% |
+12.08%
|
-2.97% |
| 2013 |
+19.92%
|
-2.53% |
+29.44%
|
-2.62% |
| 2012 |
+14.85%
|
-6.92% |
+14.59%
|
-6.10% |
| 2011 |
-1.60%
|
-15.64% |
+1.43%
|
-15.04% |
| 2010 |
+13.49%
|
-9.93% |
+14.55%
|
-11.71% |
| 2009 |
+26.98%
|
-15.65% |
+24.66%
|
-16.03% |
| 2008 |
-30.83%
|
-33.84% |
-32.35%
|
-33.45% |
| 2007 |
+9.23%
|
-4.14% |
+6.30%
|
-4.37% |
| 2006 |
+16.29%
|
-3.01% |
+14.32%
|
-2.48% |
| 2005 |
+8.31%
|
-3.23% |
+5.58%
|
-3.97% |
| 2004 |
+13.90%
|
-2.94% |
+9.73%
|
-2.96% |
| 2003 |
+28.68%
|
-3.75% |
+25.87%
|
-3.66% |
| 2002 |
-12.27%
|
-18.10% |
-19.13%
|
-24.82% |
| 2001 |
-9.93%
|
-18.59% |
-10.04%
|
-20.31% |
| 2000 |
-7.07%
|
-11.57% |
-7.27%
|
-11.55% |
| 1999 |
+20.36%
|
-2.99% |
+19.15%
|
-5.59% |
| 1998 |
+18.10%
|
-12.43% |
+26.49%
|
-13.83% |
| 1997 |
+17.48%
|
-4.68% |
+30.52%
|
-5.15% |
| 1996 |
+12.38%
|
-3.74% |
+21.03%
|
-3.99% |
| 1995 |
+23.21%
|
-1.02% |
+34.91%
|
-0.25% |
| 1994 |
+1.95%
|
-5.19% |
+1.01%
|
-6.47% |
| 1993 |
+16.83%
|
-4.19% |
+9.53%
|
-2.10% |
| 1992 |
+1.70%
|
-4.87% |
+7.36%
|
-2.36% |
| 1991 |
+22.43%
|
-4.29% |
+28.35%
|
-4.14% |
| 1990 |
-8.79%
|
-15.56% |
-2.00%
|
-12.77% |
| 1989 |
+20.86%
|
-2.00% |
+29.38%
|
-2.30% |
| 1988 |
+17.74%
|
-3.23% |
+15.17%
|
-3.40% |
| 1987 |
+10.58%
|
-19.18% |
+4.71%
|
-27.35% |
| 1986 |
+29.65%
|
-5.02% |
+17.29%
|
-7.59% |
| 1985 |
+35.65%
|
-2.38% |
+29.49%
|
-3.46% |
