Last Update: 31 August 2020

The Mebane Faber Ivy Portfolio obtained a 5.33% compound annual return, with a 10.86% 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

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Mebane Faber Ivy 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 +5.33% +13.90%
Std Dev 10.86% 12.07%
Max Drawdown -21.77% -17.49%

Last Update: 31 August 2020

Historical Returns

The examinated historical serie starts from January 2007

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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) MAX(*)
Mebane Faber Ivy Portfolio +3.01 +9.74 +2.14 +0.86 +3.72 +4.67 +5.33 +3.17
Warren Buffett Portfolio +6.87 +14.70 +18.83 +21.75 +13.86 +13.38 +13.90 +8.80
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 2007.

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Year Mebane Faber Ivy Portfolio Warren Buffett Portfolio
2020
-5.55% +10.56%
2019
+21.16% +28.46%
2018
-7.88% -3.84%
2017
+12.20% +19.83%
2016
+7.80% +10.69%
2015
-7.10% +0.96%
2014
+2.25% +12.08%
2013
+9.20% +29.44%
2012
+11.11% +14.59%
2011
+0.04% +1.43%
2010
+14.19% +14.55%
2009
+22.28% +24.66%
2008
-31.26% -32.35%
2007
+8.59% +6.30%
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