Last Update: 31 July 2022

The Emerging Markets Stocks Portfolio obtained a 5.84% compound annual return, with a 22.97% 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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Emerging Markets Stocks Portfolio Warren Buffett Portfolio
Risk Very High Very High
Asset Allocation Stocks 100% 90%
Fixed Income 0% 10%
Commodities 0% 0%
30 Years Stats Return +5.84% +9.53%
Std Dev 22.97% 13.24%
Max Drawdown -60.44% -45.52%

Last Update: 31 July 2022

Historical Returns as of Jul 31, 2022

Comparison period starts from March 1987

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
Emerging Markets Stocks Portfolio -0.35 -17.47 -20.71 +0.35 +2.29 +5.84 +7.86
Warren Buffett Portfolio +8.14 -8.04 -6.56 +11.56 +12.47 +9.53 +9.74
(*) Returns over 1 year are annualized

Capital Growth as of Jul 31, 2022

Emerging Markets Stocks Portfolio: an investment of 1000$, since August 1992, now would be worth 5491.41$, with a total return of 449.14% (5.84% 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).

Emerging Markets Stocks Portfolio: an investment of 1000$, since March 1987, now would be worth 14589.07$, with a total return of 1358.91% (7.86% annualized).

Warren Buffett Portfolio: an investment of 1000$, since March 1987, now would be worth 26877.18$, with a total return of 2587.72% (9.74% annualized).

Drawdowns

Drawdown comparison chart since July 1992.

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Emerging Markets Stocks Portfolio
Warren Buffett Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-60.44% Nov 2007 Feb 2009
-54.22% Feb 1994 Aug 1998
-45.52% Nov 2007 Feb 2009
-39.67% Sep 2000 Sep 2002
-29.69% Feb 2018 Mar 2020
-25.81% Jul 2021 Jul 2022
-19.61% Jan 2022 Jun 2022
-17.49% Feb 2020 Mar 2020
-15.65% Aug 1992 Dec 1992
-15.04% May 2011 Sep 2011
-13.83% Jul 1998 Aug 1998
-12.09% Oct 2018 Dec 2018
-11.25% Apr 2004 Jul 2004
-11.14% May 2006 May 2006
-9.06% Mar 2005 Apr 2005
-7.73% Aug 2015 Sep 2015
-6.47% Feb 1994 Mar 1994
-6.34% Oct 2005 Oct 2005
-6.10% Jan 2000 Feb 2000
-6.10% Apr 2012 May 2012

Drawdown comparison chart since March 1987.

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Emerging Markets Stocks Portfolio
Warren Buffett Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-60.44% Nov 2007 Feb 2009
-55.33% Mar 1987 Dec 1987
-54.22% Feb 1994 Aug 1998
-45.52% Nov 2007 Feb 2009
-39.67% Sep 2000 Sep 2002
-34.47% Aug 1990 Sep 1990
-29.69% Feb 2018 Mar 2020
-26.98% Sep 1987 Nov 1987
-25.81% Jul 2021 Jul 2022
-23.01% Jun 1992 Dec 1992
-19.61% Jan 2022 Jun 2022
-17.49% Feb 2020 Mar 2020
-15.04% May 2011 Sep 2011
-13.83% Jul 1998 Aug 1998
-12.77% Jun 1990 Oct 1990
-12.09% Oct 2018 Dec 2018
-11.25% Apr 2004 Jul 2004
-11.14% May 2006 May 2006
-10.62% Jan 1990 Apr 1990
-9.06% Mar 2005 Apr 2005

Yearly Returns

Yearly return comparison. Common historical serie start from March 1987.

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Year Emerging Markets Stocks Portfolio Warren Buffett Portfolio
2022
-17.49% -13.06%
2021
-3.61% +24.59%
2020
+17.03% +19.19%
2019
+18.20% +28.46%
2018
-15.31% -3.84%
2017
+37.28% +19.83%
2016
+10.87% +10.69%
2015
-16.18% +0.96%
2014
-3.93% +12.08%
2013
-3.69% +29.44%
2012
+19.10% +14.59%
2011
-18.82% +1.43%
2010
+16.51% +14.55%
2009
+68.93% +24.66%
2008
-48.88% -32.35%
2007
+33.31% +6.30%
2006
+31.19% +14.32%
2005
+32.62% +5.58%
2004
+24.63% +9.73%
2003
+57.65% +25.87%
2002
-7.43% -19.13%
2001
-2.88% -10.04%
2000
-27.56% -7.27%
1999
+61.57% +19.15%
1998
-18.12% +26.49%
1997
-16.82% +30.52%
1996
+15.83% +21.03%
1995
+0.56% +34.91%
1994
-20.17% +1.01%
1993
+100.42% +9.53%
1992
-10.90% +7.36%
1991
+111.70% +28.35%
1990
-1.92% -2.00%
1989
+98.20% +29.38%
1988
+36.81% +15.17%
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