Stocks/Bonds 80/20 vs Warren Buffett Portfolio Comparison

Last Update: 31 March 2024

The Stocks/Bonds 80/20 Portfolio obtained a 9.53% compound annual return, with a 12.48% 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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Stocks/Bonds 80/20 Portfolio Warren Buffett Portfolio
Portfolio Risk Very High Very High
Asset Allocation Stocks 80% 90%
Fixed Income 20% 10%
Commodities 0% 0%
30 Years Stats Return +9.53% +10.09%
Std Dev 12.48% 13.63%
Max Drawdown -41.09% -45.52%
All time Stats
(Since Jan 1871)		 Return +8.49% +8.75%
Std Dev 13.30% 14.85%
Max Drawdown -75.27% -79.29%
Last Update: 31 March 2024

Historical Returns as of Mar 31, 2024

Comparison period starts from January 1871

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1M 6M 1Y 5Y 10Y 30Y MAX
Stocks/Bonds 80/20 Portfolio +2.51 +19.50 +23.26 +11.49 +10.16 +9.53 +8.49
Warren Buffett Portfolio +2.41 +21.03 +27.09 +13.53 +11.64 +10.09 +8.75
Return over 1 year are annualized.

Capital Growth as of Mar 31, 2024

Stocks/Bonds 80/20 Portfolio: an investment of 1$, since April 1994, now would be worth 15.36$, with a total return of 1435.81% (9.53% 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).

Stocks/Bonds 80/20 Portfolio: an investment of 1$, since January 1871, now would be worth 266692.99$, with a total return of 26669198.71% (8.49% annualized).

Warren Buffett Portfolio: an investment of 1$, since January 1871, now would be worth 381846.89$, with a total return of 38184588.65% (8.75% annualized).

Drawdowns

Drawdown comparison chart since April 1994.

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Stocks/Bonds 80/20 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
-41.09% Nov 2007 Feb 2009 (16) Jan 2011 (39) 19.37
-39.67% Sep 2000 Sep 2002 (25) Sep 2006 (73) 20.20
-33.33% Sep 2000 Sep 2002 (25) Jul 2005 (59) 17.37
-23.08% Jan 2022 Sep 2022 (9) Dec 2023 (24) 12.17
-22.75% Jan 2022 Sep 2022 (9) Jan 2024 (25) 12.23
-17.49% Feb 2020 Mar 2020 (2) Jul 2020 (6) 7.96
-16.53% Feb 2020 Mar 2020 (2) Jul 2020 (6) 7.42
-15.04% May 2011 Sep 2011 (5) Feb 2012 (10) 6.55
-13.95% Jul 1998 Aug 1998 (2) Nov 1998 (5) 7.01
-13.83% Jul 1998 Aug 1998 (2) Nov 1998 (5) 6.74
-13.35% May 2011 Sep 2011 (5) Feb 2012 (10) 5.69
-12.09% Oct 2018 Dec 2018 (3) Apr 2019 (7) 5.58
-11.32% Oct 2018 Dec 2018 (3) Apr 2019 (7) 5.24
-7.73% Aug 2015 Sep 2015 (2) May 2016 (10) 4.19
-7.05% Jun 2015 Sep 2015 (4) May 2016 (12) 3.70
-6.90% Apr 2000 May 2000 (2) Aug 2000 (5) 4.02
-6.10% Jan 2000 Feb 2000 (2) Mar 2000 (3) 3.81
-6.10% Apr 2012 May 2012 (2) Aug 2012 (5) 2.85
-5.73% May 2019 May 2019 (1) Jun 2019 (2) 3.31

Drawdown comparison chart since January 1871.

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Stocks/Bonds 80/20 Portfolio
Warren Buffett Portfolio
Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index		 Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index
-79.29% Sep 1929 Jun 1932 (34) Jun 1944 (178) 41.03
-75.27% Sep 1929 May 1932 (33) Mar 1943 (163) 35.72
-45.52% Nov 2007 Feb 2009 (16) Apr 2011 (42) 22.14
-41.09% Nov 2007 Feb 2009 (16) Jan 2011 (39) 19.37
-40.52% Jan 1973 Sep 1974 (21) Jun 1976 (42) 17.75
-39.67% Sep 2000 Sep 2002 (25) Sep 2006 (73) 20.20
-36.88% Jan 1973 Sep 1974 (21) Mar 1976 (39) 16.98
-33.33% Sep 2000 Sep 2002 (25) Jul 2005 (59) 17.37
-30.50% Apr 1876 Jun 1877 (15) Apr 1879 (37) 15.16
-30.14% Oct 1906 Nov 1907 (14) Nov 1908 (26) 15.87
-27.35% Sep 1987 Nov 1987 (3) May 1989 (21) 14.38
-26.75% Apr 1876 Jun 1877 (15) Jan 1879 (34) 13.17
-26.19% Dec 1968 Jun 1970 (19) Mar 1971 (28) 12.16
-25.03% Dec 1916 Dec 1917 (13) Apr 1919 (29) 12.86
-24.55% Sep 1987 Nov 1987 (3) Apr 1989 (20) 12.14
-24.50% Dec 1968 Jun 1970 (19) Mar 1971 (28) 11.73
-24.11% Oct 1906 Nov 1907 (14) Nov 1908 (26) 12.38
-23.47% Nov 1919 Jun 1921 (20) Apr 1922 (30) 14.53
-23.10% Oct 1902 Oct 1903 (13) Nov 1904 (26) 14.32
-23.08% Jan 2022 Sep 2022 (9) Dec 2023 (24) 12.17

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.
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Year Return Drawdown Return Drawdown
2024
+7.51%
 0.00%
+8.94%
 0.00%
2023
+21.92%
 -8.31%
+24.87%
 -7.55%
2022
-18.23%
 -22.75%
-18.29%
 -23.08%
2021
+20.16%
 -3.88%
+24.59%
 -4.32%
2020
+18.36%
 -16.53%
+19.19%
 -17.49%
2019
+26.30%
 -4.97%
+28.46%
 -5.73%
2018
-4.19%
 -11.32%
-3.84%
 -12.09%
2017
+17.68%
 0.00%
+19.83%
 0.00%
2016
+10.77%
 -4.34%
+10.69%
 -4.87%
2015
+0.40%
 -7.05%
+0.96%
 -7.73%
2014
+11.20%
 -2.23%
+12.08%
 -2.97%
2013
+26.34%
 -2.66%
+29.44%
 -2.62%
2012
+13.79%
 -5.21%
+14.59%
 -6.10%
2011
+2.36%
 -13.35%
+1.43%
 -15.04%
2010
+15.18%
 -10.23%
+14.55%
 -11.71%
2009
+23.84%
 -14.71%
+24.66%
 -16.03%
2008
-28.21%
 -30.13%
-32.35%
 -33.45%
2007
+5.68%
 -4.17%
+6.30%
 -4.37%
2006
+13.41%
 -2.63%
+14.32%
 -2.48%
2005
+5.53%
 -3.41%
+5.58%
 -3.97%
2004
+11.08%
 -2.95%
+9.73%
 -2.96%
2003
+25.40%
 -3.13%
+25.87%
 -3.66%
2002
-14.73%
 -20.47%
-19.13%
 -24.82%
2001
-7.09%
 -17.69%
-10.04%
 -20.31%
2000
-6.18%
 -12.05%
-7.27%
 -11.55%
1999
+18.90%
 -5.12%
+19.15%
 -5.59%
1998
+20.33%
 -13.95%
+26.49%
 -13.83%
1997
+26.68%
 -3.85%
+30.52%
 -5.15%
1996
+17.49%
 -4.78%
+21.03%
 -3.99%
1995
+32.26%
 -0.70%
+34.91%
 -0.25%
1994
-0.67%
 -6.95%
+1.01%
 -6.47%
1993
+10.44%
 -2.06%
+9.53%
 -2.10%
1992
+8.71%
 -2.02%
+7.36%
 -2.36%
1991
+28.96%
 -3.69%
+28.35%
 -4.14%
1990
-3.13%
 -12.23%
-2.00%
 -12.77%
1989
+25.22%
 -2.00%
+29.38%
 -2.30%
1988
+15.32%
 -2.84%
+15.17%
 -3.40%
1987
+2.40%
 -24.55%
+4.71%
 -27.35%
1986
+14.68%
 -6.76%
+17.29%
 -7.59%
1985
+29.47%
 -3.45%
+29.49%
 -3.46%
1984
+4.75%
 -7.80%
+6.99%
 -6.07%
1983
+19.17%
 -3.09%
+19.96%
 -3.02%
1982
+22.62%
 -7.08%
+21.09%
 -7.70%
1981
-1.44%
 -10.81%
-3.26%
 -10.93%
1980
+27.10%
 -10.71%
+29.60%
 -8.82%
1979
+20.47%
 -6.94%
+17.05%
 -6.17%
1978
+6.99%
 -9.83%
+5.62%
 -8.58%
1977
-2.48%
 -6.59%
-6.77%
 -10.10%
1976
+23.93%
 -1.62%
+22.58%
 -1.97%
1975
+31.73%
 -10.05%
+34.14%
 -11.01%
1974
-21.11%
 -27.27%
-23.54%
 -30.75%
1973
-13.65%
 -14.55%
-14.10%
 -15.10%
1972
+14.64%
 -1.96%
+17.45%
 -1.74%
1971
+16.00%
 -6.14%
+13.67%
 -7.10%
1970
+7.28%
 -14.57%
+4.95%
 -17.25%
1969
-8.65%
 -9.37%
-7.28%
 -9.56%
1968
+11.29%
 -4.08%
+10.36%
 -5.60%
1967
+21.80%
 -3.81%
+21.92%
 -4.49%
1966
-5.99%
 -12.18%
-8.57%
 -14.09%
1965
+11.50%
 -3.73%
+11.37%
 -4.53%
1964
+13.90%
 -1.08%
+15.12%
 -1.23%
1963
+17.24%
 -2.26%
+20.68%
 -2.38%
1962
-6.55%
 -17.65%
-7.50%
 -19.86%
1961
+21.82%
 -2.35%
+24.37%
 -2.49%
1960
+3.34%
 -5.42%
+1.29%
 -6.95%
1959
+9.88%
 -4.67%
+10.87%
 -5.10%
1958
+35.29%
 -1.18%
+39.17%
 -1.46%
1957
-6.23%
 -10.37%
-9.21%
 -12.91%
1956
+6.50%
 -6.18%
+6.10%
 -6.96%
1955
+20.42%
 -2.50%
+28.33%
 -2.43%
1954
+41.03%
 -2.67%
+47.42%
 -2.78%
1953
+1.26%
 -6.31%
-0.68%
 -8.07%
1952
+11.34%
 -3.17%
+16.84%
 -3.31%
1951
+16.61%
 -5.01%
+22.18%
 -4.95%
1950
+24.24%
 -4.40%
+27.56%
 -4.82%
1949
+16.85%
 -3.37%
+16.43%
 -4.20%
1948
+2.41%
 -8.79%
+4.72%
 -9.37%
1947
+2.98%
 -5.12%
+4.83%
 -5.40%
1946
-4.87%
 -17.16%
-7.24%
 -19.89%
1945
+31.60%
 -3.21%
+32.94%
 -3.82%
1944
+17.44%
 -1.24%
+17.83%
 -1.51%
1943
+22.81%
 -6.71%
+23.35%
 -8.12%
1942
+13.64%
 -9.90%
+19.04%
 -10.12%
1941
-7.63%
 -10.69%
-10.47%
 -12.57%
1940
-4.87%
 -18.76%
-8.93%
 -21.91%
1939
+2.49%
 -11.80%
-0.71%
 -14.33%
1938
+23.58%
 -20.31%
+30.06%
 -22.24%
1937
-27.51%
 -31.04%
-31.63%
 -35.23%
1936
+27.82%
 -5.96%
+29.65%
 -6.77%
1935
+37.81%
 -7.62%
+42.64%
 -8.74%
1934
+3.30%
 -14.20%
-1.85%
 -18.67%
1933
+46.35%
 -15.62%
+47.84%
 -17.61%
1932
-4.47%
 -35.31%
-7.22%
 -40.36%
1931
-35.71%
 -43.75%
-39.39%
 -47.83%
1930
-21.13%
 -31.14%
-22.03%
 -33.22%
1929
-8.19%
 -28.19%
-7.44%
 -30.51%
1928
+30.76%
 -3.44%
+39.15%
 -3.41%
1927
+27.72%
 -3.53%
+33.87%
 -3.63%
1926
+10.11%
 -7.22%
+10.43%
 -8.30%
1925
+21.26%
 -5.26%
+26.87%
 -5.61%
1924
+23.20%
 -2.70%
+23.76%
 -3.57%
1923
+5.04%
 -10.37%
+4.17%
 -12.09%
1922
+24.33%
 -3.61%
+25.52%
 -4.09%
1921
+10.70%
 -7.08%
+14.22%
 -7.26%
1920
-11.16%
 -12.22%
-17.37%
 -17.55%
1919
+16.14%
 -6.23%
+19.03%
 -6.76%
1918
+15.45%
 -2.95%
+23.53%
 -2.81%
1917
-15.26%
 -15.26%
-22.57%
 -22.57%
1916
+7.17%
 -2.83%
+8.31%
 -3.17%
1915
+26.18%
 -1.80%
+32.47%
 -1.72%
1914
-3.07%
 -15.69%
-2.69%
 -16.94%
1913
-3.04%
 -6.45%
-8.10%
 -9.68%
1912
+6.01%
 -3.29%
+7.42%
 -3.53%
1911
+3.60%
 -7.84%
+5.58%
 -8.31%
1910
-1.92%
 -8.66%
-6.56%
 -12.23%
1909
+13.16%
 -2.11%
+17.29%
 -2.20%
1908
+33.83%
 -2.66%
+41.02%
 -2.76%
1907
-19.45%
 -22.50%
-26.28%
 -29.55%
1906
+0.63%
 -7.84%
+6.52%
 -5.84%
1905
+17.12%
 -4.36%
+17.87%
 -5.03%
1904
+26.86%
 -1.84%
+28.41%
 -2.12%
1903
-13.28%
 -20.02%
-12.70%
 -20.83%
1902
+6.77%
 -6.04%
+4.74%
 -7.42%
1901
+15.88%
 -6.66%
+24.93%
 -5.95%
1900
+17.38%
 -4.20%
+10.87%
 -6.21%
1899
+2.83%
 -7.28%
+8.97%
 -5.80%
1898
+24.31%
 -4.46%
+21.34%
 -5.52%
1897
+17.42%
 -4.24%
+15.72%
 -5.41%
1896
+3.38%
 -10.33%
+2.13%
 -11.61%
1895
+3.97%
 -8.19%
+4.21%
 -8.87%
1894
+4.08%
 -4.26%
+2.30%
 -5.30%
1893
-14.13%
 -21.64%
-13.61%
 -22.56%
1892
+5.29%
 -1.86%
+5.62%
 -2.01%
1891
+16.15%
 -3.45%
+21.07%
 -2.84%
1890
-4.72%
 -10.81%
-8.74%
 -14.28%
1889
+6.12%
 -1.97%
+7.15%
 -2.07%
1888
+3.72%
 -2.84%
+2.28%
 -3.19%
1887
-0.27%
 -7.87%
-1.95%
 -9.29%
1886
+9.69%
 -3.72%
+11.65%
 -3.90%
1885
+25.05%
 -1.30%
+24.10%
 -1.67%
1884
-9.11%
 -11.70%
-11.59%
 -13.08%
1883
-3.56%
 -5.29%
-2.16%
 -5.03%
1882
+3.48%
 -4.68%
+2.42%
 -5.39%
1881
+0.85%
 -8.18%
+7.13%
 -5.89%
1880
+22.26%
 -7.02%
+22.34%
 -8.26%
1879
+40.02%
 -0.88%
+44.89%
 -0.91%
1878
+14.30%
 -0.73%
+10.78%
 -1.28%
1877
-0.16%
 -15.24%
-3.06%
 -18.64%
1876
-9.91%
 -13.58%
-10.41%
 -14.59%
1875
+5.57%
 -2.81%
+2.65%
 -4.05%
1874
+6.48%
 -4.60%
+9.72%
 -4.25%
1873
-1.18%
 -13.40%
-5.05%
 -15.65%
1872
+9.26%
 -2.91%
+12.20%
 -2.37%
1871
+13.02%
 -3.74%
+11.39%
 -4.36%