Last Update: 31 October 2021

The US Stocks Portfolio obtained a 10.01% compound annual return, with a 15.74% standard deviation, in the last 25 Years.

The Warren Buffett Portfolio obtained a 9.47% compound annual return, with a 13.77% standard deviation, in the last 25 Years.

Summary

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US Stocks Portfolio Warren Buffett Portfolio
Risk Very High Very High
Asset Allocation Stocks 100% 90%
Fixed Income 0% 10%
Commodities 0% 0%
25 Years Stats Return +10.01% +9.47%
Std Dev 15.74% 13.77%
Max Drawdown -50.84% -45.53%

Last Update: 31 October 2021

Historical Returns

Comparison period starts from January 1977

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1M 3M 6M 1Y 5Y(*) 10Y(*) 25Y(*) MAX(*)
US Stocks Portfolio +6.69 +4.84 +9.80 +43.80 +18.93 +16.10 +10.01 +11.78
Warren Buffett Portfolio +6.41 +4.53 +9.82 +38.28 +17.59 +14.84 +9.47 +11.24
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 1977.

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Year US Stocks Portfolio Warren Buffett Portfolio
2021
+22.88% +21.16%
2020
+21.03% +19.19%
2019
+30.67% +28.46%
2018
-5.21% -3.84%
2017
+21.21% +19.83%
2016
+12.83% +10.69%
2015
+0.36% +0.96%
2014
+12.54% +12.08%
2013
+33.45% +29.44%
2012
+16.45% +14.59%
2011
+0.97% +1.43%
2010
+17.42% +14.55%
2009
+28.89% +24.66%
2008
-36.98% -32.35%
2007
+5.37% +6.30%
2006
+15.69% +14.32%
2005
+6.31% +5.58%
2004
+12.79% +9.73%
2003
+30.75% +25.87%
2002
-20.47% -19.13%
2001
-10.97% -10.04%
2000
-10.57% -7.27%
1999
+23.81% +19.15%
1998
+23.26% +26.49%
1997
+30.99% +30.52%
1996
+20.96% +21.03%
1995
+35.79% +34.91%
1994
-0.17% +1.01%
1993
+10.62% +9.53%
1992
+9.11% +7.36%
1991
+32.39% +28.35%
1990
-6.08% -2.00%
1989
+28.12% +29.38%
1988
+17.32% +15.17%
1987
+2.61% +4.71%
1986
+14.57% +17.29%
1985
+31.27% +29.49%
1984
+2.19% +6.99%
1983
+22.66% +19.96%
1982
+20.50% +21.09%
1981
-4.15% -3.26%
1980
+33.15% +29.60%
1979
+24.25% +17.05%
1978
+8.45% +5.62%
1977
-3.36% -6.77%
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