Last Update: 31 August 2020
The Roger Gibson Five Asset Portfolio obtained a 6.15% compound annual return, with a 10.38% standard deviation, in the last 10 years.
The Warren Buffett Portfolio obtained a 13.9% compound annual return, with a 12.07% standard deviation, in the last 10 years.
Summary
Swipe left to see all data
| 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% | |
| 10 Years Stats | Return | +6.15% | +13.90% |
| Std Dev | 10.38% | 12.07% | |
| Max Drawdown | -19.29% | -17.49% | |
Last Update: 31 August 2020
Historical Returns
The examinated historical serie starts from January 2007
Swipe left to see all data
| 1M | 3M | 6M | 1Y | 3Y(*) | 5Y(*) | 10Y(*) | MAX(*) | |
|---|---|---|---|---|---|---|---|---|
| Roger Gibson Five Asset Portfolio | +3.08 | +9.94 | +4.63 | +3.78 | +4.63 | +5.94 | +6.15 | +4.15 |
| Warren Buffett Portfolio | +6.87 | +14.70 | +18.83 | +21.75 | +13.86 | +13.38 | +13.90 | +8.80 |
(*) annualized
Capital Growth
Drawdowns
Yearly Returns
Yearly return comparison. Common historical serie start from January 2007.
Swipe left to see all data
| Year | Roger Gibson Five Asset Portfolio | Warren Buffett Portfolio |
|---|---|---|
| 2020 |
-2.71% | +10.56% |
| 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% |