Last Update: 31 July 2022

The Burton Malkiel Late Thirties to Early Forties Portfolio obtained a 8.73% compound annual return, with a 13.23% 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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Burton Malkiel Late Thirties to Early Forties Portfolio Warren Buffett Portfolio
Risk Very High Very High
Asset Allocation Stocks 85% 90%
Fixed Income 15% 10%
Commodities 0% 0%
30 Years Stats Return +8.73% +9.53%
Std Dev 13.23% 13.24%
Max Drawdown -48.28% -45.52%

Last Update: 31 July 2022

Historical Returns as of Jul 31, 2022

Comparison period starts from January 1992

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
Burton Malkiel Late Thirties to Early Forties Portfolio +5.64 -9.73 -10.12 +6.73 +8.28 +8.73 +8.60
Warren Buffett Portfolio +8.14 -8.04 -6.56 +11.56 +12.47 +9.53 +9.46
(*) Returns over 1 year are annualized

Capital Growth as of Jul 31, 2022

Burton Malkiel Late Thirties to Early Forties Portfolio: an investment of 1000$, since August 1992, now would be worth 12318.24$, with a total return of 1131.82% (8.73% 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).

Burton Malkiel Late Thirties to Early Forties Portfolio: an investment of 1000$, since January 1992, now would be worth 12453.30$, with a total return of 1145.33% (8.60% annualized).

Warren Buffett Portfolio: an investment of 1000$, since January 1992, now would be worth 15865.70$, with a total return of 1486.57% (9.46% annualized).

Drawdowns

Drawdown comparison chart since July 1992.

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Burton Malkiel Late Thirties to Early Forties Portfolio
Warren Buffett Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-48.28% Nov 2007 Feb 2009
-45.52% Nov 2007 Feb 2009
-39.67% Sep 2000 Sep 2002
-21.55% Sep 2000 Sep 2002
-19.61% Jan 2022 Jun 2022
-19.36% Jan 2020 Mar 2020
-18.70% May 1998 Aug 1998
-18.21% Jan 2022 Jun 2022
-17.49% Feb 2020 Mar 2020
-17.20% May 2011 Sep 2011
-15.04% May 2011 Sep 2011
-13.83% Jul 1998 Aug 1998
-12.09% Oct 2018 Dec 2018
-11.04% Feb 2018 Dec 2018
-10.51% May 2015 Feb 2016
-8.61% Feb 1994 Mar 1994
-7.73% Aug 2015 Sep 2015
-6.47% Feb 1994 Mar 1994
-6.18% Apr 2004 Apr 2004
-6.10% Jan 2000 Feb 2000

Drawdown comparison chart since January 1992.

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Burton Malkiel Late Thirties to Early Forties Portfolio
Warren Buffett Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-48.28% Nov 2007 Feb 2009
-45.52% Nov 2007 Feb 2009
-39.67% Sep 2000 Sep 2002
-21.55% Sep 2000 Sep 2002
-19.61% Jan 2022 Jun 2022
-19.36% Jan 2020 Mar 2020
-18.70% May 1998 Aug 1998
-18.21% Jan 2022 Jun 2022
-17.49% Feb 2020 Mar 2020
-17.20% May 2011 Sep 2011
-15.04% May 2011 Sep 2011
-13.83% Jul 1998 Aug 1998
-12.09% Oct 2018 Dec 2018
-11.04% Feb 2018 Dec 2018
-10.51% May 2015 Feb 2016
-8.61% Feb 1994 Mar 1994
-7.73% Aug 2015 Sep 2015
-6.47% Feb 1994 Mar 1994
-6.18% Apr 2004 Apr 2004
-6.10% Jan 2000 Feb 2000

Yearly Returns

Yearly return comparison. Common historical serie start from January 1992.

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Year Burton Malkiel Late Thirties to Early Forties Portfolio Warren Buffett Portfolio
2022
-13.60% -13.06%
2021
+15.84% +24.59%
2020
+12.75% +19.19%
2019
+24.10% +28.46%
2018
-7.61% -3.84%
2017
+20.64% +19.83%
2016
+8.99% +10.69%
2015
-2.65% +0.96%
2014
+7.18% +12.08%
2013
+16.37% +29.44%
2012
+15.81% +14.59%
2011
-2.39% +1.43%
2010
+14.99% +14.55%
2009
+31.14% +24.66%
2008
-32.91% -32.35%
2007
+8.39% +6.30%
2006
+21.40% +14.32%
2005
+11.93% +5.58%
2004
+16.16% +9.73%
2003
+34.34% +25.87%
2002
-10.16% -19.13%
2001
-1.34% -10.04%
2000
-4.91% -7.27%
1999
+22.20% +19.15%
1998
+8.06% +26.49%
1997
+13.64% +30.52%
1996
+17.87% +21.03%
1995
+19.80% +34.91%
1994
-3.04% +1.01%
1993
+29.60% +9.53%
1992
+2.17% +7.36%
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