Last Update: 30 April 2022
The Burton Malkiel Mid-Fifties Portfolio obtained a 9.01% compound annual return, with a 12.55% 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
| Burton Malkiel Mid-Fifties 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 | +9.01% | +9.64% |
| Std Dev | 12.55% | 13.10% | |
| Max Drawdown | -46.21% | -45.52% | |
Last Update: 30 April 2022
Historical Returns as of Apr 30, 2022
Comparison period starts from January 1992
| 1M | 6M | 1Y | 5Y(*) | 10Y(*) | 30Y(*) | MAX(*) | |
|---|---|---|---|---|---|---|---|
| Burton Malkiel Mid-Fifties Portfolio | -6.40 | -10.42 | -5.46 | +7.77 | +8.05 | +9.01 | +8.84 |
| Warren Buffett Portfolio | -8.41 | -10.61 | -1.82 | +12.39 | +12.33 | +9.64 | +9.54 |
Capital Growth as of Apr 30, 2022
Burton Malkiel Mid-Fifties Portfolio: an investment of 1000$, since May 1992, now would be worth 13311.77$, with a total return of 1231.18% (9.01% 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).
Burton Malkiel Mid-Fifties Portfolio: an investment of 1000$, since January 1992, now would be worth 13045.45$, with a total return of 1204.55% (8.84% annualized).
Warren Buffett Portfolio: an investment of 1000$, since January 1992, now would be worth 15866.00$, with a total return of 1486.60% (9.54% annualized).
Drawdowns
Drawdown comparison chart since April 1992.
Burton Malkiel Mid-Fifties Portfolio |
Warren Buffett Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -46.21% | Nov 2007 | Feb 2009 | |||
| -45.52% | Nov 2007 | Feb 2009 | |||
| -39.67% | Sep 2000 | Sep 2002 | |||
| -18.63% | Jan 2020 | Mar 2020 | |||
| -18.18% | May 1998 | Aug 1998 | |||
| -17.49% | Feb 2020 | Mar 2020 | |||
| -15.78% | May 2011 | Sep 2011 | |||
| -15.37% | Apr 2002 | Sep 2002 | |||
| -15.04% | May 2011 | Sep 2011 | |||
| -13.83% | Jul 1998 | Aug 1998 | |||
| -13.61% | Sep 2000 | Sep 2001 | |||
| -13.06% | Jan 2022 | Apr 2022 | |||
| -12.19% | Jan 2022 | Apr 2022 | |||
| -12.09% | Oct 2018 | Dec 2018 | |||
| -10.02% | Feb 2018 | Dec 2018 | |||
| -9.21% | May 2015 | Feb 2016 | |||
| -8.22% | Feb 1994 | Jan 1995 | |||
| -7.73% | Aug 2015 | Sep 2015 | |||
| -6.70% | Apr 2004 | Apr 2004 | |||
| -6.47% | Feb 1994 | Mar 1994 | |||
Drawdown comparison chart since January 1992.
Burton Malkiel Mid-Fifties Portfolio |
Warren Buffett Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -46.21% | Nov 2007 | Feb 2009 | |||
| -45.52% | Nov 2007 | Feb 2009 | |||
| -39.67% | Sep 2000 | Sep 2002 | |||
| -18.63% | Jan 2020 | Mar 2020 | |||
| -18.18% | May 1998 | Aug 1998 | |||
| -17.49% | Feb 2020 | Mar 2020 | |||
| -15.78% | May 2011 | Sep 2011 | |||
| -15.37% | Apr 2002 | Sep 2002 | |||
| -15.04% | May 2011 | Sep 2011 | |||
| -13.83% | Jul 1998 | Aug 1998 | |||
| -13.61% | Sep 2000 | Sep 2001 | |||
| -13.06% | Jan 2022 | Apr 2022 | |||
| -12.19% | Jan 2022 | Apr 2022 | |||
| -12.09% | Oct 2018 | Dec 2018 | |||
| -10.02% | Feb 2018 | Dec 2018 | |||
| -9.21% | May 2015 | Feb 2016 | |||
| -8.22% | Feb 1994 | Jan 1995 | |||
| -7.73% | Aug 2015 | Sep 2015 | |||
| -6.70% | Apr 2004 | Apr 2004 | |||
| -6.47% | Feb 1994 | Mar 1994 | |||
Yearly Returns
Yearly return comparison. Common historical serie start from January 1992.
| Year | Burton Malkiel Mid-Fifties Portfolio | Warren Buffett Portfolio |
|---|---|---|
| 2022 |
-12.19% | -13.06% |
| 2021 |
+15.75% | +24.59% |
| 2020 |
+11.71% | +19.19% |
| 2019 |
+23.79% | +28.46% |
| 2018 |
-7.10% | -3.84% |
| 2017 |
+19.19% | +19.83% |
| 2016 |
+8.92% | +10.69% |
| 2015 |
-2.27% | +0.96% |
| 2014 |
+8.09% | +12.08% |
| 2013 |
+14.67% | +29.44% |
| 2012 |
+15.47% | +14.59% |
| 2011 |
-0.94% | +1.43% |
| 2010 |
+15.05% | +14.55% |
| 2009 |
+29.23% | +24.66% |
| 2008 |
-30.43% | -32.35% |
| 2007 |
+7.08% | +6.30% |
| 2006 |
+21.13% | +14.32% |
| 2005 |
+11.28% | +5.58% |
| 2004 |
+15.92% | +9.73% |
| 2003 |
+33.06% | +25.87% |
| 2002 |
-8.20% | -19.13% |
| 2001 |
+1.81% | -10.04% |
| 2000 |
-1.81% | -7.27% |
| 1999 |
+18.47% | +19.15% |
| 1998 |
+6.91% | +26.49% |
| 1997 |
+14.24% | +30.52% |
| 1996 |
+18.61% | +21.03% |
| 1995 |
+20.11% | +34.91% |
| 1994 |
-3.32% | +1.01% |
| 1993 |
+27.74% | +9.53% |
| 1992 |
+3.26% | +7.36% |