Last Update: 28 February 2021

The Stocks/Bonds 80/20 Portfolio obtained a 11.54% compound annual return, with a 11.20% standard deviation, in the last 10 years.

The Warren Buffett Portfolio obtained a 12.36% compound annual return, with a 12.21% standard deviation, in the last 10 years.

Summary

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Stocks/Bonds 80/20 Portfolio Warren Buffett Portfolio
Risk Very High Very High
Asset Allocation Stocks 80% 90%
Fixed Income 20% 10%
Commodities 0% 0%
10 Years Stats Return +11.54% +12.36%
Std Dev 11.20% 12.21%
Max Drawdown -16.53% -17.49%

Last Update: 28 February 2021

Historical Returns

The examinated historical serie starts from January 1987

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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) MAX(*)
Stocks/Bonds 80/20 Portfolio +2.21 +5.65 +10.63 +27.73 +13.16 +14.67 +11.54 +10.00
Warren Buffett Portfolio +2.33 +5.34 +9.48 +30.09 +13.76 +15.83 +12.36 +10.38
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 1987.

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Year Stocks/Bonds 80/20 Portfolio Warren Buffett Portfolio
2021
+1.76% +1.55%
2020
+18.36% +19.19%
2019
+26.30% +28.46%
2018
-4.19% -3.84%
2017
+17.68% +19.83%
2016
+10.77% +10.69%
2015
+0.40% +0.96%
2014
+11.20% +12.08%
2013
+26.34% +29.44%
2012
+13.79% +14.59%
2011
+2.36% +1.43%
2010
+15.18% +14.55%
2009
+23.84% +24.66%
2008
-28.21% -32.35%
2007
+5.68% +6.30%
2006
+13.41% +14.32%
2005
+5.53% +5.58%
2004
+11.08% +9.73%
2003
+25.40% +25.87%
2002
-14.73% -19.13%
2001
-7.09% -10.04%
2000
-6.18% -7.27%
1999
+18.90% +19.15%
1998
+20.33% +26.49%
1997
+26.68% +30.52%
1996
+17.49% +21.03%
1995
+32.26% +34.91%
1994
-0.67% +1.01%
1993
+10.44% +9.53%
1992
+8.71% +7.36%
1991
+28.96% +28.35%
1990
-3.13% -2.00%
1989
+25.22% +29.38%
1988
+15.32% +15.17%
1987
+2.40% +4.71%
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