As of May 2026, in the previous 30 Years, the US Stocks Portfolio obtained a 10.28% compound annual return, with a 15.78% standard deviation. It suffered a maximum drawdown of -50.84% that required 53 months to be recovered.

As of May 2026, in the previous 30 Years, the Warren Buffett Portfolio obtained a 9.88% compound annual return, with a 13.86% standard deviation. It suffered a maximum drawdown of -45.52% that required 42 months to be recovered.

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Disclaimer: The simulations on this website are provided in good faith but should NOT be taken as investment advice. We are not liable for any errors or actions based on this information. The authors of the website are not affiliated with the portfolio creators, who are the sole owners of their intellectual property. The translation of asset allocations into ETFs is based on the interpretation of LazyPortfolioETF.com and may not exactly reflect the original intent of the portfolio creators. Content is for informational, educational, illustrative, and entertainment purposes only.

Table of contents

Asset Allocations and ETFs

The compared portfolios have the following asset allocations.

US Stocks Portfolio
Weight
(%)		 Ticker Name
100.00
VTI
Vanguard Total Stock Market
Warren Buffett
Warren Buffett Portfolio
Weight
(%)		 Ticker Name
90.00
VV
Vanguard Large-Cap
10.00
SHY
iShares 1-3 Year Treasury Bond

Portfolio Returns as of May 31, 2026

Return Comparison
Capital Growth
Inflation Adj:
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Return (%) as of May 31, 2026
YTD
(5M) 		1M 6M 1Y 5Y 10Y 30Y MAX
(~155Y)
http://www.lazyportfolioetf.com/wp-content/lzp-assets/img/author/avatar_us_author.webp US Stocks
-- Market Benchmark 		11.46 5.18 11.44 30.03 12.88 15.11 10.28 9.30
http://www.lazyportfolioetf.com/wp-content/lzp-assets/img/author/avatar_warren_buffett.webp Warren Buffett Portfolio
Warren Buffett 		9.90 4.90 9.92 26.81 12.63 14.31 9.88 8.88
Returns over 1 year are annualized.

Portfolio Metrics as of May 31, 2026

The following metrics, updated as of 31 May 2026, provide an overview of performance and risk, with the best value in each row highlighted within the table.

METRIC COMPARISON
1Y
5Y
10Y
30Y
MAX
Period: ()
Swipe left to see all data
US Stocks Warren Buffett Portfolio
Author Warren Buffett
ASSET ALLOCATION
Stocks 100% 90%
Fixed Income 0% 10%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 30.03 26.81
Infl. Adjusted (%) 24.82 21.73
DRAWDOWN
Deepest Drawdown Depth (%) -5.51 -5.28
Start to Recovery (months) 3 3
Longest Drawdown Depth (%) -5.51 -5.28
Start to Recovery (months) 3 3
Longest Negative Period (months) 6 6
RISK INDICATORS
Standard Deviation (%) 12.44 11.49
Sharpe Ratio 2.10 2.00
Sortino Ratio 3.11 2.96
Ulcer Index 1.53 1.48
Ratio: Return / Standard Deviation 2.41 2.33
Ratio: Return / Deepest Drawdown 5.45 5.08
Metrics calculated over the period 1 June 2025 - 31 May 2026
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US Stocks Warren Buffett Portfolio
Author Warren Buffett
ASSET ALLOCATION
Stocks 100% 90%
Fixed Income 0% 10%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 12.88 12.63
Infl. Adjusted (%) 8.05 7.81
DRAWDOWN
Deepest Drawdown Depth (%) -24.81 -23.08
Start to Recovery (months) 24 24
Longest Drawdown Depth (%) -24.81 -23.08
Start to Recovery (months) 24 24
Longest Negative Period (months) 29 28
RISK INDICATORS
Standard Deviation (%) 15.96 14.39
Sharpe Ratio 0.59 0.64
Sortino Ratio 0.80 0.86
Ulcer Index 8.63 7.95
Ratio: Return / Standard Deviation 0.81 0.88
Ratio: Return / Deepest Drawdown 0.52 0.55
Metrics calculated over the period 1 June 2021 - 31 May 2026
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US Stocks Warren Buffett Portfolio
Author Warren Buffett
ASSET ALLOCATION
Stocks 100% 90%
Fixed Income 0% 10%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 15.11 14.31
Infl. Adjusted (%) 11.35 10.57
DRAWDOWN
Deepest Drawdown Depth (%) -24.81 -23.08
Start to Recovery (months) 24 24
Longest Drawdown Depth (%) -24.81 -23.08
Start to Recovery (months) 24 24
Longest Negative Period (months) 30 28
RISK INDICATORS
Standard Deviation (%) 15.70 13.90
Sharpe Ratio 0.82 0.87
Sortino Ratio 1.09 1.15
Ulcer Index 6.88 6.24
Ratio: Return / Standard Deviation 0.96 1.03
Ratio: Return / Deepest Drawdown 0.61 0.62
Metrics calculated over the period 1 June 2016 - 31 May 2026
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US Stocks Warren Buffett Portfolio
Author Warren Buffett
ASSET ALLOCATION
Stocks 100% 90%
Fixed Income 0% 10%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 10.28 9.88
Infl. Adjusted (%) 7.53 7.14
DRAWDOWN
Deepest Drawdown Depth (%) -50.84 -45.52
Start to Recovery (months) 53 42
Longest Drawdown Depth (%) -43.94 -39.67
Start to Recovery (months) 67 73
Longest Negative Period (months) 139 132
RISK INDICATORS
Standard Deviation (%) 15.78 13.86
Sharpe Ratio 0.51 0.55
Sortino Ratio 0.67 0.73
Ulcer Index 14.32 12.60
Ratio: Return / Standard Deviation 0.65 0.71
Ratio: Return / Deepest Drawdown 0.20 0.22
Metrics calculated over the period 1 June 1996 - 31 May 2026
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US Stocks Warren Buffett Portfolio
Author Warren Buffett
ASSET ALLOCATION
Stocks 100% 90%
Fixed Income 0% 10%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 9.30 8.88
Infl. Adjusted (%) 7.01 6.60
DRAWDOWN
Deepest Drawdown Depth (%) -84.60 -79.29
Start to Recovery (months) 184 178
Longest Drawdown Depth (%) -84.60 -79.29
Start to Recovery (months) 184 178
Longest Negative Period (months) 188 181
RISK INDICATORS
Standard Deviation (%) 16.55 14.81
Sharpe Ratio 0.32 0.33
Sortino Ratio 0.45 0.46
Ulcer Index 17.74 15.52
Ratio: Return / Standard Deviation 0.56 0.60
Ratio: Return / Deepest Drawdown 0.11 0.11
Metrics calculated over the period 1 January 1871 - 31 May 2026
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Drawdowns

A drawdown refers to the decline in value from a relative peak value to a relative trough. A maximum drawdown is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained.

DRAWDOWN COMPARISON
Inflation Adj:

Rolling Returns

By selecting the 'Rolling Period', the chart and data will update. To study a different date range, change the Simulation Settings.

You can explore the Rolling Returns for a single portfolio, or check the return differential, by switching on "Head To Head" toggle.

Rolling Returns Comparison
Annualized Rolling Returns Chart

Time to Target

What it shows: Months to reach your target capital from each historical entry point, accounting for your initial investment and periodic contributions.

Time to Target Comparison
Time to reach your Target Capital

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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US Stocks Warren Buffett Portfolio
Year Return
(%)		 Drawdown
(%)		 Return
(%)		 Drawdown
(%)
2026
 11.46 -5.51 9.90 -5.28
2025
 17.10 -8.31 16.79 -6.82
2024
 23.81 -4.34 23.12 -3.67
2023
 26.05 -9.11 24.86 -7.55
2022
 -19.51 -24.81 -18.29 -23.08
2021
 25.67 -4.46 24.59 -4.32
2020
 21.03 -20.84 19.19 -17.49
2019
 30.67 -6.45 28.46 -5.73
2018
 -5.21 -14.20 -3.84 -12.09
2017
 21.21 0.00 19.83 0.00
2016
 12.83 -5.73 10.69 -4.87
2015
 0.36 -8.84 0.96 -7.73
2014
 12.54 -3.17 12.08 -2.97
2013
 33.45 -3.03 29.44 -2.62
2012
 16.45 -6.82 14.59 -6.10
2011
 0.97 -17.58 1.43 -15.04
2010
 17.42 -13.26 14.55 -11.71
2009
 28.89 -17.72 24.66 -16.03
2008
 -36.98 -38.08 -32.35 -33.45
2007
 5.37 -5.23 6.30 -4.37
2006
 15.69 -3.22 14.32 -2.48
2005
 6.31 -4.48 5.58 -3.97
2004
 12.79 -3.56 9.73 -2.96
2003
 30.75 -4.27 25.87 -3.66
2002
 -20.47 -27.18 -19.13 -24.82
2001
 -10.97 -23.65 -10.04 -20.31
2000
 -10.57 -15.87 -7.27 -11.55
1999
 23.81 -6.42 19.15 -5.59
1998
 23.26 -17.57 26.49 -13.83
1997
 30.99 -4.56 30.52 -5.15
1996
 20.96 -6.17 21.03 -3.99
1995
 35.79 -1.17 34.91 -0.25
1994
 -0.17 -7.43 1.01 -6.47
1993
 10.62 -2.77 9.53 -2.10
1992
 9.11 -2.40 7.36 -2.36
1991
 32.39 -4.47 28.35 -4.14
1990
 -6.08 -16.20 -2.00 -12.77
1989
 28.12 -3.05 29.38 -2.30
1988
 17.32 -3.42 15.17 -3.40
1987
 2.61 -29.34 4.71 -27.35
1986
 14.57 -7.92 17.29 -7.59
1985
 31.27 -4.77 29.49 -3.46
1984
 2.19 -9.02 6.99 -6.07
1983
 22.66 -4.00 19.96 -3.02
1982
 20.50 -11.21 21.09 -7.70
1981
 -4.15 -12.79 -3.26 -10.93
1980
 33.15 -11.98 29.60 -8.82
1979
 24.25 -7.22 17.05 -6.17
1978
 8.45 -11.64 5.62 -8.58
1977
 -3.36 -8.29 -6.77 -10.10
1976
 26.47 -2.10 22.58 -1.97
1975
 37.82 -11.74 34.14 -11.01
1974
 -27.81 -34.15 -23.54 -30.75
1973
 -18.18 -19.22 -14.10 -15.10
1972
 17.62 -2.45 17.45 -1.74
1971
 17.63 -6.54 13.67 -7.10
1970
 4.79 -19.06 4.95 -17.25
1969
 -10.28 -11.24 -7.28 -9.56
1968
 13.39 -6.48 10.36 -5.60
1967
 27.39 -4.70 21.92 -4.49
1966
 -8.73 -14.78 -8.57 -14.09
1965
 14.20 -4.80 11.37 -4.53
1964
 16.40 -1.37 15.12 -1.23
1963
 21.15 -2.74 20.68 -2.38
1962
 -9.62 -22.67 -7.50 -19.86
1961
 26.94 -2.62 24.37 -2.49
1960
 0.92 -8.00 1.29 -6.95
1959
 12.78 -5.35 10.87 -5.10
1958
 44.81 -1.59 39.17 -1.46
1957
 -9.93 -14.61 -9.21 -12.91
1956
 8.51 -7.23 6.10 -6.96
1955
 25.72 -3.23 28.33 -2.43
1954
 50.59 -3.14 47.42 -2.78
1953
 0.66 -7.66 -0.68 -8.07
1952
 13.62 -4.23 16.84 -3.31
1951
 20.75 -6.04 22.18 -4.95
1950
 30.33 -5.29 27.56 -4.82
1949
 19.97 -4.32 16.43 -4.20
1948
 2.36 -10.99 4.72 -9.37
1947
 3.84 -6.63 4.83 -5.40
1946
 -6.27 -20.85 -7.24 -19.89
1945
 38.22 -4.09 32.94 -3.82
1944
 21.23 -1.55 17.83 -1.51
1943
 27.90 -8.06 23.35 -8.12
1942
 16.72 -12.33 19.04 -10.12
1941
 -10.09 -12.94 -10.47 -12.57
1940
 -7.16 -23.05 -8.93 -21.91
1939
 2.33 -15.16 -0.71 -14.33
1938
 28.38 -25.06 30.06 -22.24
1937
 -34.85 -38.63 -31.63 -35.23
1936
 33.65 -7.38 29.65 -6.77
1935
 46.29 -10.15 42.64 -8.74
1934
 2.31 -18.75 -1.85 -18.67
1933
 57.18 -18.12 47.84 -17.61
1932
 -8.65 -44.97 -7.22 -40.36
1931
 -44.12 -52.60 -39.39 -47.83
1930
 -28.35 -39.08 -22.03 -33.22
1929
 -11.30 -34.31 -7.44 -30.51
1928
 38.68 -4.13 39.15 -3.41
1927
 33.33 -4.30 33.87 -3.63
1926
 11.46 -9.26 10.43 -8.30
1925
 25.78 -6.56 26.87 -5.61
1924
 27.03 -3.78 23.76 -3.57
1923
 5.38 -13.08 4.17 -12.09
1922
 29.04 -4.35 25.52 -4.09
1921
 10.09 -9.26 14.22 -7.26
1920
 -14.01 -15.38 -17.37 -17.55
1919
 19.62 -7.49 19.03 -6.76
1918
 18.16 -3.76 23.53 -2.81
1917
 -18.65 -18.65 -22.57 -22.57
1916
 8.05 -3.65 8.31 -3.17
1915
 31.16 -2.26 32.47 -1.72
1914
 -5.46 -20.24 -2.69 -16.94
1913
 -4.77 -8.74 -8.10 -9.68
1912
 7.12 -4.07 7.42 -3.53
1911
 3.47 -9.84 5.58 -8.31
1910
 -3.44 -11.27 -6.56 -12.23
1909
 16.09 -2.75 17.29 -2.20
1908
 39.43 -3.59 41.02 -2.76
1907
 -24.23 -28.45 -26.28 -29.55
1906
 0.60 -9.63 6.52 -5.84
1905
 21.23 -5.27 17.87 -5.03
1904
 32.12 -2.23 28.41 -2.12
1903
 -17.14 -25.30 -12.70 -20.83
1902
 8.21 -7.32 4.74 -7.42
1901
 19.40 -8.08 24.93 -5.95
1900
 20.75 -5.37 10.87 -6.21
1899
 3.64 -8.88 8.97 -5.80
1898
 29.23 -4.56 21.34 -5.52
1897
 20.31 -5.49 15.72 -5.41
1896
 3.20 -12.04 2.13 -11.61
1895
 4.95 -9.39 4.21 -8.87
1894
 3.58 -5.55 2.30 -5.30
1893
 -18.85 -26.86 -13.61 -22.56
1892
 6.08 -2.16 5.62 -2.01
1891
 18.83 -3.88 21.07 -2.84
1890
 -6.20 -13.89 -8.74 -14.28
1889
 7.03 -2.45 7.15 -2.07
1888
 3.28 -3.34 2.28 -3.19
1887
 -0.70 -9.45 -1.95 -9.29
1886
 11.92 -4.49 11.65 -3.90
1885
 29.98 -1.47 24.10 -1.67
1884
 -12.37 -13.99 -11.59 -13.08
1883
 -5.53 -7.10 -2.16 -5.03
1882
 3.58 -5.68 2.42 -5.39
1881
 0.18 -9.93 7.13 -5.89
1880
 26.50 -8.79 22.34 -8.26
1879
 49.29 -0.98 44.89 -0.91
1878
 16.25 -1.08 10.78 -1.28
1877
 -1.12 -19.66 -3.06 -18.64
1876
 -14.18 -18.03 -10.41 -14.59
1875
 5.35 -4.33 2.65 -4.05
1874
 4.67 -6.59 9.72 -4.25
1873
 -2.53 -15.75 -5.05 -15.65
1872
 11.12 -3.07 12.20 -2.37
1871
 15.59 -4.38 11.39 -4.36
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