Last Update: 31 July 2022
The Roger Gibson Five Asset Portfolio obtained a 7.78% compound annual return, with a 10.96% 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
| Roger Gibson Five Asset Portfolio | Warren Buffett Portfolio | ||
|---|---|---|---|
| Risk | Very High | Very High | |
| Asset Allocation | Stocks | 60% | 90% |
| Fixed Income | 20% | 10% | |
| Commodities | 20% | 0% | |
| 30 Years Stats | Return | +7.78% | +9.53% |
| Std Dev | 10.96% | 13.24% | |
| Max Drawdown | -44.75% | -45.52% | |
Last Update: 31 July 2022
Historical Returns as of Jul 31, 2022
Comparison period starts from January 1986
| 1M | 6M | 1Y | 5Y(*) | 10Y(*) | 30Y(*) | MAX(*) | |
|---|---|---|---|---|---|---|---|
| Roger Gibson Five Asset Portfolio | +3.66 | -2.77 | -0.06 | +7.75 | +6.41 | +7.78 | +8.76 |
| Warren Buffett Portfolio | +8.14 | -8.04 | -6.56 | +11.56 | +12.47 | +9.53 | +10.33 |
Capital Growth as of Jul 31, 2022
Roger Gibson Five Asset Portfolio: an investment of 1000$, since August 1992, now would be worth 9453.40$, with a total return of 845.34% (7.78% 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).
Roger Gibson Five Asset Portfolio: an investment of 1000$, since January 1986, now would be worth 21554.79$, with a total return of 2055.48% (8.76% annualized).
Warren Buffett Portfolio: an investment of 1000$, since January 1986, now would be worth 36518.59$, with a total return of 3551.86% (10.33% annualized).
Drawdowns
Drawdown comparison chart since July 1992.
Roger Gibson Five Asset Portfolio |
Warren Buffett Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -45.52% | Nov 2007 | Feb 2009 | |||
| -44.75% | Jun 2008 | Feb 2009 | |||
| -39.67% | Sep 2000 | Sep 2002 | |||
| -19.61% | Jan 2022 | Jun 2022 | |||
| -19.30% | Jan 2020 | Mar 2020 | |||
| -17.49% | Feb 2020 | Mar 2020 | |||
| -15.14% | May 2011 | Sep 2011 | |||
| -15.04% | May 2011 | Sep 2011 | |||
| -13.83% | Jul 1998 | Aug 1998 | |||
| -13.25% | Apr 1998 | Aug 1998 | |||
| -13.03% | Sep 2014 | Feb 2016 | |||
| -12.09% | Oct 2018 | Dec 2018 | |||
| -11.36% | Feb 2001 | Oct 2001 | |||
| -10.00% | Oct 2018 | Dec 2018 | |||
| -8.71% | Apr 2022 | Jun 2022 | |||
| -7.73% | Aug 2015 | Sep 2015 | |||
| -6.61% | Feb 1994 | Nov 1994 | |||
| -6.47% | Feb 1994 | Mar 1994 | |||
| -6.10% | Jan 2000 | Feb 2000 | |||
| -6.10% | Apr 2012 | May 2012 | |||
Drawdown comparison chart since January 1986.
Roger Gibson Five Asset Portfolio |
Warren Buffett Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -45.52% | Nov 2007 | Feb 2009 | |||
| -44.75% | Jun 2008 | Feb 2009 | |||
| -39.67% | Sep 2000 | Sep 2002 | |||
| -27.35% | Sep 1987 | Nov 1987 | |||
| -19.61% | Jan 2022 | Jun 2022 | |||
| -19.30% | Jan 2020 | Mar 2020 | |||
| -17.49% | Feb 2020 | Mar 2020 | |||
| -15.14% | May 2011 | Sep 2011 | |||
| -15.04% | May 2011 | Sep 2011 | |||
| -13.83% | Jul 1998 | Aug 1998 | |||
| -13.25% | Apr 1998 | Aug 1998 | |||
| -13.03% | Sep 2014 | Feb 2016 | |||
| -12.77% | Jun 1990 | Oct 1990 | |||
| -12.09% | Oct 2018 | Dec 2018 | |||
| -11.38% | Sep 1987 | Nov 1987 | |||
| -11.36% | Feb 2001 | Oct 2001 | |||
| -10.00% | Oct 2018 | Dec 2018 | |||
| -8.71% | Apr 2022 | Jun 2022 | |||
| -7.73% | Aug 2015 | Sep 2015 | |||
| -7.59% | Sep 1986 | Sep 1986 | |||
Yearly Returns
Yearly return comparison. Common historical serie start from January 1986.
| Year | Roger Gibson Five Asset Portfolio | Warren Buffett Portfolio |
|---|---|---|
| 2022 |
-4.88% | -13.06% |
| 2021 |
+22.77% | +24.59% |
| 2020 |
+5.29% | +19.19% |
| 2019 |
+20.35% | +28.46% |
| 2018 |
-7.26% | -3.84% |
| 2017 |
+12.32% | +19.83% |
| 2016 |
+9.61% | +10.69% |
| 2015 |
-5.77% | +0.96% |
| 2014 |
+3.39% | +12.08% |
| 2013 |
+8.12% | +29.44% |
| 2012 |
+12.31% | +14.59% |
| 2011 |
+0.22% | +1.43% |
| 2010 |
+15.28% | +14.55% |
| 2009 |
+23.98% | +24.66% |
| 2008 |
-29.02% | -32.35% |
| 2007 |
+8.47% | +6.30% |
| 2006 |
+15.69% | +14.32% |
| 2005 |
+11.50% | +5.58% |
| 2004 |
+17.11% | +9.73% |
| 2003 |
+28.11% | +25.87% |
| 2002 |
+3.88% | -19.13% |
| 2001 |
-8.31% | -10.04% |
| 2000 |
+12.13% | -7.27% |
| 1999 |
+18.03% | +19.15% |
| 1998 |
-0.41% | +26.49% |
| 1997 |
+8.02% | +30.52% |
| 1996 |
+19.46% | +21.03% |
| 1995 |
+18.27% | +34.91% |
| 1994 |
+0.49% | +1.01% |
| 1993 |
+11.92% | +9.53% |
| 1992 |
+4.38% | +7.36% |
| 1991 |
+17.71% | +28.35% |
| 1990 |
-1.78% | -2.00% |
| 1989 |
+20.20% | +29.38% |
| 1988 |
+18.43% | +15.17% |
| 1987 |
+11.07% | +4.71% |
| 1986 |
+22.93% | +17.29% |