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
Drawdowns
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% |