Last Update: 31 July 2022
The Robert Shiller Cape US Sector Value Portfolio obtained a 14.16% compound annual return, with a 17.71% standard deviation, in the last 5 Years.
The Warren Buffett Portfolio obtained a 11.56% compound annual return, with a 15.60% standard deviation, in the last 5 Years.
Summary
| Robert Shiller Cape US Sector Value Portfolio | Warren Buffett Portfolio | ||
|---|---|---|---|
| Risk | Very High | Very High | |
| Asset Allocation | Stocks | 100% | 90% |
| Fixed Income | 0% | 10% | |
| Commodities | 0% | 0% | |
| 5 Years Stats | Return | +14.16% | +11.56% |
| Std Dev | 17.71% | 15.60% | |
| Max Drawdown | -21.00% | -19.61% | |
Last Update: 31 July 2022
Historical Returns as of Jul 31, 2022
Comparison period starts from November 2012
| 1M | 6M | 1Y | 5Y(*) | MAX(*) | |
|---|---|---|---|---|---|
| Robert Shiller Cape US Sector Value Portfolio | +13.28 | -2.62 | -0.75 | +14.16 | +16.08 |
| Warren Buffett Portfolio | +8.14 | -8.04 | -6.56 | +11.56 | +12.47 |
Capital Growth as of Jul 31, 2022
Robert Shiller Cape US Sector Value Portfolio: an investment of 1000$, since August 2017, now would be worth 1939.33$, with a total return of 93.93% (14.16% annualized).
Warren Buffett Portfolio: an investment of 1000$, since August 2017, now would be worth 1728.16$, with a total return of 72.82% (11.56% annualized).
Robert Shiller Cape US Sector Value Portfolio: an investment of 1000$, since November 2012, now would be worth 4278.20$, with a total return of 327.82% (16.08% annualized).
Warren Buffett Portfolio: an investment of 1000$, since November 2012, now would be worth 3145.29$, with a total return of 214.53% (12.47% annualized).
Drawdowns
Drawdown comparison chart since July 2017.
Robert Shiller Cape US Sector Value Portfolio |
Warren Buffett Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -21.00% | Feb 2020 | Mar 2020 | |||
| -19.61% | Jan 2022 | Jun 2022 | |||
| -17.93% | Jan 2022 | Jun 2022 | |||
| -17.49% | Feb 2020 | Mar 2020 | |||
| -15.27% | Oct 2018 | Dec 2018 | |||
| -12.09% | Oct 2018 | Dec 2018 | |||
| -5.96% | May 2019 | May 2019 | |||
| -5.73% | May 2019 | May 2019 | |||
| -5.62% | Feb 2018 | Mar 2018 | |||
| -5.54% | Sep 2020 | Oct 2020 | |||
| -5.47% | Feb 2018 | Mar 2018 | |||
| -5.00% | Sep 2021 | Sep 2021 | |||
| -4.32% | Sep 2021 | Sep 2021 | |||
| -4.02% | Sep 2020 | Oct 2020 | |||
| -2.04% | Aug 2019 | Aug 2019 | |||
| -2.03% | Nov 2021 | Nov 2021 | |||
| -1.55% | Aug 2019 | Aug 2019 | |||
| -1.07% | Jan 2021 | Jan 2021 | |||
| -0.94% | Nov 2021 | Nov 2021 | |||
| -0.76% | Jan 2021 | Jan 2021 | |||
Drawdown comparison chart since November 2012.
Robert Shiller Cape US Sector Value Portfolio |
Warren Buffett Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -21.00% | Feb 2020 | Mar 2020 | |||
| -19.61% | Jan 2022 | Jun 2022 | |||
| -17.93% | Jan 2022 | Jun 2022 | |||
| -17.49% | Feb 2020 | Mar 2020 | |||
| -15.27% | Oct 2018 | Dec 2018 | |||
| -12.09% | Oct 2018 | Dec 2018 | |||
| -8.74% | Aug 2015 | Sep 2015 | |||
| -7.73% | Aug 2015 | Sep 2015 | |||
| -5.96% | May 2019 | May 2019 | |||
| -5.73% | May 2019 | May 2019 | |||
| -5.62% | Feb 2018 | Mar 2018 | |||
| -5.54% | Sep 2020 | Oct 2020 | |||
| -5.47% | Feb 2018 | Mar 2018 | |||
| -5.00% | Sep 2021 | Sep 2021 | |||
| -4.58% | Jan 2016 | Jan 2016 | |||
| -4.32% | Sep 2021 | Sep 2021 | |||
| -4.02% | Sep 2020 | Oct 2020 | |||
| -3.84% | Jan 2014 | Jan 2014 | |||
| -3.14% | Oct 2016 | Oct 2016 | |||
| -2.99% | Aug 2013 | Aug 2013 | |||
Yearly Returns
Yearly return comparison. Common historical serie start from November 2012.
| Year | Robert Shiller Cape US Sector Value Portfolio | Warren Buffett Portfolio |
|---|---|---|
| 2022 |
-7.03% | -13.06% |
| 2021 |
+27.80% | +24.59% |
| 2020 |
+19.47% | +19.19% |
| 2019 |
+32.61% | +28.46% |
| 2018 |
-3.51% | -3.84% |
| 2017 |
+21.38% | +19.83% |
| 2016 |
+18.06% | +10.69% |
| 2015 |
+4.57% | +0.96% |
| 2014 |
+15.77% | +12.08% |
| 2013 |
+33.36% | +29.44% |