Last Update: 30 April 2022

The Bogleheads Three Funds Portfolio obtained a 8.09% compound annual return, with a 11.89% standard deviation, in the last 30 Years.

The Warren Buffett Portfolio obtained a 9.64% compound annual return, with a 13.10% standard deviation, in the last 30 Years.

Summary

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Bogleheads Three Funds 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 +8.09% +9.64%
Std Dev 11.89% 13.10%
Max Drawdown -43.68% -45.52%

Last Update: 30 April 2022

Historical Returns as of Apr 30, 2022

Comparison period starts from January 1986

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
Bogleheads Three Funds Portfolio -7.31 -11.66 -6.44 +8.34 +8.66 +8.09 +8.94
Warren Buffett Portfolio -8.41 -10.61 -1.82 +12.39 +12.33 +9.64 +10.41
(*) Returns over 1 year are annualized

Capital Growth as of Apr 30, 2022

Bogleheads Three Funds Portfolio: an investment of 1000$, since May 1992, now would be worth 10321.59$, with a total return of 932.16% (8.09% annualized).

Warren Buffett Portfolio: an investment of 1000$, since May 1992, now would be worth 15820.64$, with a total return of 1482.06% (9.64% annualized).

Bogleheads Three Funds Portfolio: an investment of 1000$, since January 1986, now would be worth 22472.96$, with a total return of 2147.30% (8.94% annualized).

Warren Buffett Portfolio: an investment of 1000$, since January 1986, now would be worth 36519.29$, with a total return of 3551.93% (10.41% annualized).

Drawdowns

Drawdown comparison chart since April 1992.

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Bogleheads Three Funds Portfolio
Warren Buffett Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-45.52% Nov 2007 Feb 2009
-43.68% Nov 2007 Feb 2009
-39.67% Sep 2000 Sep 2002
-33.38% Apr 2000 Sep 2002
-17.49% Feb 2020 Mar 2020
-17.01% Jan 2020 Mar 2020
-15.77% May 2011 Sep 2011
-15.04% May 2011 Sep 2011
-13.83% Jul 1998 Aug 1998
-13.06% Jan 2022 Apr 2022
-12.52% Jan 2022 Apr 2022
-12.46% Jul 1998 Aug 1998
-12.09% Oct 2018 Dec 2018
-10.53% Feb 2018 Dec 2018
-9.88% Jun 2015 Feb 2016
-7.73% Aug 2015 Sep 2015
-6.47% Feb 1994 Mar 1994
-6.10% Jan 2000 Feb 2000
-6.10% Apr 2012 May 2012
-5.73% May 2019 May 2019

Drawdown comparison chart since January 1986.

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Bogleheads Three Funds Portfolio
Warren Buffett Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-45.52% Nov 2007 Feb 2009
-43.68% Nov 2007 Feb 2009
-39.67% Sep 2000 Sep 2002
-33.38% Apr 2000 Sep 2002
-27.35% Sep 1987 Nov 1987
-19.21% Sep 1987 Nov 1987
-17.49% Feb 2020 Mar 2020
-17.01% Jan 2020 Mar 2020
-15.77% May 2011 Sep 2011
-15.31% Jan 1990 Sep 1990
-15.04% May 2011 Sep 2011
-13.83% Jul 1998 Aug 1998
-13.06% Jan 2022 Apr 2022
-12.77% Jun 1990 Oct 1990
-12.52% Jan 2022 Apr 2022
-12.46% Jul 1998 Aug 1998
-12.09% Oct 2018 Dec 2018
-10.53% Feb 2018 Dec 2018
-9.88% Jun 2015 Feb 2016
-7.73% Aug 2015 Sep 2015

Yearly Returns

Yearly return comparison. Common historical serie start from January 1986.

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Year Bogleheads Three Funds Portfolio Warren Buffett Portfolio
2022
-12.52% -13.06%
2021
+14.95% +24.59%
2020
+15.39% +19.19%
2019
+23.65% +28.46%
2018
-6.89% -3.84%
2017
+19.54% +19.83%
2016
+8.39% +10.69%
2015
-1.14% +0.96%
2014
+6.07% +12.08%
2013
+20.56% +29.44%
2012
+14.53% +14.59%
2011
-2.14% +1.43%
2010
+13.50% +14.55%
2009
+26.45% +24.66%
2008
-30.15% -32.35%
2007
+8.73% +6.30%
2006
+16.69% +14.32%
2005
+8.30% +5.58%
2004
+13.49% +9.73%
2003
+28.27% +25.87%
2002
-13.11% -19.13%
2001
-9.84% -10.04%
2000
-7.69% -7.27%
1999
+20.73% +19.15%
1998
+18.03% +26.49%
1997
+17.15% +30.52%
1996
+12.60% +21.03%
1995
+22.72% +34.91%
1994
+2.31% +1.01%
1993
+16.23% +9.53%
1992
+1.54% +7.36%
1991
+22.09% +28.35%
1990
-8.74% -2.00%
1989
+20.64% +29.38%
1988
+17.83% +15.17%
1987
+10.76% +4.71%
1986
+29.32% +17.29%
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