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

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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

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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
(*) Returns over 1 year are annualized

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.

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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.

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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.

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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%
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