Last Update: 31 October 2021

The Developed World ex-US Stocks Momentum Portfolio obtained a 11.76% compound annual return, with a 12.95% standard deviation, in the last 5 Years.

The Warren Buffett Portfolio obtained a 17.59% compound annual return, with a 13.70% standard deviation, in the last 5 Years.

Summary

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Developed World ex-US Stocks Momentum 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 +11.76% +17.59%
Std Dev 12.95% 13.70%
Max Drawdown -19.22% -17.49%

Last Update: 31 October 2021

Historical Returns

Comparison period starts from February 2015

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1M 3M 6M 1Y 5Y(*) MAX(*)
Developed World ex-US Stocks Momentum Portfolio +4.94 +2.10 +3.19 +23.53 +11.76 +8.42
Warren Buffett Portfolio +6.41 +4.53 +9.82 +38.28 +17.59 +14.22
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from February 2015.

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Year Developed World ex-US Stocks Momentum Portfolio Warren Buffett Portfolio
2021
+6.97% +21.16%
2020
+22.16% +19.19%
2019
+24.51% +28.46%
2018
-14.30% -3.84%
2017
+25.46% +19.83%
2016
+0.47% +10.69%
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