Last Update: 31 October 2020

The Emerging Markets Portfolio obtained a 1.78% compound annual return, with a 18.22% standard deviation, in the last 10 years.

The Warren Buffett Portfolio obtained a 11.96% compound annual return, with a 11.96% standard deviation, in the last 10 years.

Summary

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Emerging Markets Portfolio Warren Buffett Portfolio
Risk Very High Very High
Asset Allocation Stocks 100% 90%
Fixed Income 0% 10%
Commodities 0% 0%
10 Years Stats Return +1.78% +11.96%
Std Dev 18.22% 11.96%
Max Drawdown -32.70% -17.49%

Last Update: 31 October 2020

Historical Returns

The examinated historical serie starts from January 1995

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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) MAX(*)
Emerging Markets Portfolio +1.41 +3.28 +22.74 +7.85 +1.22 +7.44 +1.78 +5.89
Warren Buffett Portfolio -2.26 +0.95 +13.30 +10.84 +10.25 +11.05 +11.96 +9.65
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 1995.

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Year Emerging Markets Portfolio Warren Buffett Portfolio
2020
+0.23% +4.44%
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%
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