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

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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

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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
(*) Returns over 1 year are annualized

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.

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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.

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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.

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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%
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