Last Update: 31 March 2024
The Roger Gibson Five Asset Portfolio obtained a 7.51% compound annual return, with a 11.27% standard deviation, in the last 30 Years.
The Warren Buffett Portfolio obtained a 10.09% compound annual return, with a 13.63% standard deviation, in the last 30 Years.
Summary
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| Roger Gibson Five Asset Portfolio | Warren Buffett Portfolio | ||
|---|---|---|---|
| Portfolio Risk | Very High | Very High | |
| Asset Allocation | Stocks | 60% | 90% |
| Fixed Income | 20% | 10% | |
| Commodities | 20% | 0% | |
| 30 Years Stats | Return | +7.51% | +10.09% |
| Std Dev | 11.27% | 13.63% | |
| Max Drawdown | -44.75% | -45.52% | |
| All time Stats (Since Jan 1985) |
Return | +8.98% | +11.02% |
| Std Dev | 10.67% | 13.80% | |
| Max Drawdown | -44.75% | -45.52% | |
| Last Update: 31 March 2024 | |||
Historical Returns as of Mar 31, 2024
Comparison period starts from January 1985
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| 1M | 6M | 1Y | 5Y | 10Y | 30Y | MAX | |
|---|---|---|---|---|---|---|---|
| Roger Gibson Five Asset Portfolio | +2.56 | +11.33 | +10.96 | +7.37 | +5.49 | +7.51 | +8.98 |
| Warren Buffett Portfolio | +2.41 | +21.03 | +27.09 | +13.53 | +11.64 | +10.09 | +11.02 |
| Return over 1 year are annualized. |
Capital Growth as of Mar 31, 2024
Roger Gibson Five Asset Portfolio: an investment of 1$, since April 1994,
now would be worth 8.77$, with a total return of 777.02%
(7.51% annualized).
Warren Buffett Portfolio: an investment of 1$, since April 1994, now would be worth 17.89$, with a total return of 1688.79% (10.09% annualized).
Warren Buffett Portfolio: an investment of 1$, since April 1994, now would be worth 17.89$, with a total return of 1688.79% (10.09% annualized).
Roger Gibson Five Asset Portfolio: an investment of 1$, since January 1985,
now would be worth 29.24$, with a total return of 2824.00%
(8.98% annualized).
Warren Buffett Portfolio: an investment of 1$, since January 1985, now would be worth 60.46$, with a total return of 5945.65% (11.02% annualized).
Warren Buffett Portfolio: an investment of 1$, since January 1985, now would be worth 60.46$, with a total return of 5945.65% (11.02% annualized).
Drawdowns
Drawdown comparison chart since April 1994.
Swipe left to see all data
|
Roger Gibson Five Asset Portfolio
|
Warren Buffett Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -45.52% | Nov 2007 | Feb 2009 (16) | Apr 2011 (42) | 22.14 | |||||
| -44.75% | Jun 2008 | Feb 2009 (9) | Feb 2011 (33) | 23.07 | |||||
| -39.67% | Sep 2000 | Sep 2002 (25) | Sep 2006 (73) | 20.20 | |||||
| -23.08% | Jan 2022 | Sep 2022 (9) | Dec 2023 (24) | 12.17 | |||||
| -19.30% | Jan 2020 | Mar 2020 (3) | Nov 2020 (11) | 8.97 | |||||
| -17.49% | Feb 2020 | Mar 2020 (2) | Jul 2020 (6) | 7.96 | |||||
| -16.29% | Apr 2022 | Sep 2022 (6) | Mar 2024 (24) | 7.96 | |||||
| -15.14% | May 2011 | Sep 2011 (5) | Aug 2012 (16) | 5.99 | |||||
| -15.04% | May 2011 | Sep 2011 (5) | Feb 2012 (10) | 6.55 | |||||
| -13.83% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 6.74 | |||||
| -13.25% | Apr 1998 | Aug 1998 (5) | Apr 1999 (13) | 5.68 | |||||
| -13.03% | Sep 2014 | Feb 2016 (18) | Jan 2017 (29) | 5.79 | |||||
| -12.09% | Oct 2018 | Dec 2018 (3) | Apr 2019 (7) | 5.58 | |||||
| -11.36% | Feb 2001 | Oct 2001 (9) | May 2003 (28) | 6.61 | |||||
| -10.00% | Oct 2018 | Dec 2018 (3) | Apr 2019 (7) | 4.59 | |||||
| -7.73% | Aug 2015 | Sep 2015 (2) | May 2016 (10) | 4.19 | |||||
| -6.10% | Jan 2000 | Feb 2000 (2) | Mar 2000 (3) | 3.81 | |||||
| -6.10% | Apr 2012 | May 2012 (2) | Aug 2012 (5) | 2.85 | |||||
| -5.79% | Apr 2004 | Apr 2004 (1) | Sep 2004 (6) | 3.17 | |||||
| -5.73% | May 2019 | May 2019 (1) | Jun 2019 (2) | 3.31 | |||||
Drawdown comparison chart since January 1985.
Swipe left to see all data
|
Roger Gibson Five Asset Portfolio
|
Warren Buffett Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -45.52% | Nov 2007 | Feb 2009 (16) | Apr 2011 (42) | 22.14 | |||||
| -44.75% | Jun 2008 | Feb 2009 (9) | Feb 2011 (33) | 23.07 | |||||
| -39.67% | Sep 2000 | Sep 2002 (25) | Sep 2006 (73) | 20.20 | |||||
| -27.35% | Sep 1987 | Nov 1987 (3) | May 1989 (21) | 14.38 | |||||
| -23.08% | Jan 2022 | Sep 2022 (9) | Dec 2023 (24) | 12.17 | |||||
| -19.30% | Jan 2020 | Mar 2020 (3) | Nov 2020 (11) | 8.97 | |||||
| -17.49% | Feb 2020 | Mar 2020 (2) | Jul 2020 (6) | 7.96 | |||||
| -16.29% | Apr 2022 | Sep 2022 (6) | Mar 2024 (24) | 7.96 | |||||
| -15.14% | May 2011 | Sep 2011 (5) | Aug 2012 (16) | 5.99 | |||||
| -15.04% | May 2011 | Sep 2011 (5) | Feb 2012 (10) | 6.55 | |||||
| -13.83% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 6.74 | |||||
| -13.25% | Apr 1998 | Aug 1998 (5) | Apr 1999 (13) | 5.68 | |||||
| -13.03% | Sep 2014 | Feb 2016 (18) | Jan 2017 (29) | 5.79 | |||||
| -12.77% | Jun 1990 | Oct 1990 (5) | Feb 1991 (9) | 6.99 | |||||
| -12.09% | Oct 2018 | Dec 2018 (3) | Apr 2019 (7) | 5.58 | |||||
| -11.38% | Sep 1987 | Nov 1987 (3) | Jun 1988 (10) | 5.93 | |||||
| -11.36% | Feb 2001 | Oct 2001 (9) | May 2003 (28) | 6.61 | |||||
| -10.00% | Oct 2018 | Dec 2018 (3) | Apr 2019 (7) | 4.59 | |||||
| -7.73% | Aug 2015 | Sep 2015 (2) | May 2016 (10) | 4.19 | |||||
| -7.59% | Sep 1986 | Sep 1986 (1) | Jan 1987 (5) | 3.51 | |||||
Yearly Returns
For each year, the following table provides the return and intra-year drawdown.
The highlighted returns represent the highest values for that specific year.
The highlighted returns represent the highest values for that specific year.
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| Year | Return | Drawdown | Return | Drawdown |
|---|---|---|---|---|
| 2024 |
+3.20%
|
-0.91% |
+8.94%
|
0.00% |
| 2023 |
+10.78%
|
-7.73% |
+24.87%
|
-7.55% |
| 2022 |
-11.00%
|
-16.29% |
-18.29%
|
-23.08% |
| 2021 |
+22.77%
|
-3.55% |
+24.59%
|
-4.32% |
| 2020 |
+5.29%
|
-19.30% |
+19.19%
|
-17.49% |
| 2019 |
+20.35%
|
-3.32% |
+28.46%
|
-5.73% |
| 2018 |
-7.26%
|
-10.00% |
-3.84%
|
-12.09% |
| 2017 |
+12.32%
|
-0.50% |
+19.83%
|
0.00% |
| 2016 |
+9.61%
|
-3.95% |
+10.69%
|
-4.87% |
| 2015 |
-5.77%
|
-8.86% |
+0.96%
|
-7.73% |
| 2014 |
+3.39%
|
-4.13% |
+12.08%
|
-2.97% |
| 2013 |
+8.12%
|
-4.34% |
+29.44%
|
-2.62% |
| 2012 |
+12.31%
|
-6.55% |
+14.59%
|
-6.10% |
| 2011 |
+0.22%
|
-15.14% |
+1.43%
|
-15.04% |
| 2010 |
+15.28%
|
-9.00% |
+14.55%
|
-11.71% |
| 2009 |
+23.98%
|
-16.95% |
+24.66%
|
-16.03% |
| 2008 |
-29.02%
|
-36.68% |
-32.35%
|
-33.45% |
| 2007 |
+8.47%
|
-3.75% |
+6.30%
|
-4.37% |
| 2006 |
+15.69%
|
-2.03% |
+14.32%
|
-2.48% |
| 2005 |
+11.50%
|
-3.59% |
+5.58%
|
-3.97% |
| 2004 |
+17.11%
|
-5.79% |
+9.73%
|
-2.96% |
| 2003 |
+28.11%
|
-2.15% |
+25.87%
|
-3.66% |
| 2002 |
+3.88%
|
-5.15% |
-19.13%
|
-24.82% |
| 2001 |
-8.31%
|
-11.36% |
-10.04%
|
-20.31% |
| 2000 |
+12.13%
|
-2.94% |
-7.27%
|
-11.55% |
| 1999 |
+18.03%
|
-2.76% |
+19.15%
|
-5.59% |
| 1998 |
-0.41%
|
-13.25% |
+26.49%
|
-13.83% |
| 1997 |
+8.02%
|
-3.37% |
+30.52%
|
-5.15% |
| 1996 |
+19.46%
|
-2.51% |
+21.03%
|
-3.99% |
| 1995 |
+18.27%
|
-1.10% |
+34.91%
|
-0.25% |
| 1994 |
+0.49%
|
-6.61% |
+1.01%
|
-6.47% |
| 1993 |
+11.92%
|
-4.90% |
+9.53%
|
-2.10% |
| 1992 |
+4.38%
|
-3.09% |
+7.36%
|
-2.36% |
| 1991 |
+17.71%
|
-3.33% |
+28.35%
|
-4.14% |
| 1990 |
-1.78%
|
-7.29% |
-2.00%
|
-12.77% |
| 1989 |
+20.20%
|
-1.50% |
+29.38%
|
-2.30% |
| 1988 |
+18.43%
|
-1.97% |
+15.17%
|
-3.40% |
| 1987 |
+11.07%
|
-11.38% |
+4.71%
|
-27.35% |
| 1986 |
+22.93%
|
-2.98% |
+17.29%
|
-7.59% |
| 1985 |
+26.81%
|
-0.45% |
+29.49%
|
-3.46% |
