Last Update: 31 July 2022

The Warren Buffett Portfolio obtained a 9.53% compound annual return, with a 13.24% standard deviation, in the last 30 Years.

The Stocks/Bonds 80/20 Portfolio obtained a 9.21% compound annual return, with a 12.07% standard deviation, in the last 30 Years.

Summary

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Warren Buffett Portfolio Stocks/Bonds 80/20 Portfolio
Risk Very High Very High
Asset Allocation Stocks 90% 80%
Fixed Income 10% 20%
Commodities 0% 0%
30 Years Stats Return +9.53% +9.21%
Std Dev 13.24% 12.07%
Max Drawdown -45.52% -41.09%

Last Update: 31 July 2022

Historical Returns as of Jul 31, 2022

Comparison period starts from January 1977

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
Warren Buffett Portfolio +8.14 -8.04 -6.56 +11.56 +12.47 +9.53 +10.78
Stocks/Bonds 80/20 Portfolio +7.80 -7.97 -7.81 +10.07 +11.16 +9.21 +10.52
(*) Returns over 1 year are annualized

Capital Growth as of Jul 31, 2022

Warren Buffett Portfolio: an investment of 1000$, since August 1992, now would be worth 15346.83$, with a total return of 1434.68% (9.53% annualized).

Stocks/Bonds 80/20 Portfolio: an investment of 1000$, since August 1992, now would be worth 14039.19$, with a total return of 1303.92% (9.21% annualized).

Warren Buffett Portfolio: an investment of 1000$, since January 1977, now would be worth 106208.87$, with a total return of 10520.89% (10.78% annualized).

Stocks/Bonds 80/20 Portfolio: an investment of 1000$, since January 1977, now would be worth 95682.03$, with a total return of 9468.20% (10.52% annualized).

Drawdowns

Drawdown comparison chart since July 1992.

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Warren Buffett Portfolio
Stocks/Bonds 80/20 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-45.52% Nov 2007 Feb 2009
-41.09% Nov 2007 Feb 2009
-39.67% Sep 2000 Sep 2002
-33.33% Sep 2000 Sep 2002
-19.61% Jan 2022 Jun 2022
-19.13% Jan 2022 Jun 2022
-17.49% Feb 2020 Mar 2020
-16.53% Feb 2020 Mar 2020
-15.04% May 2011 Sep 2011
-13.95% Jul 1998 Aug 1998
-13.83% Jul 1998 Aug 1998
-13.35% May 2011 Sep 2011
-12.09% Oct 2018 Dec 2018
-11.32% Oct 2018 Dec 2018
-7.73% Aug 2015 Sep 2015
-7.05% Jun 2015 Sep 2015
-6.95% Feb 1994 Jun 1994
-6.90% Apr 2000 May 2000
-6.47% Feb 1994 Mar 1994
-6.10% Jan 2000 Feb 2000

Drawdown comparison chart since January 1977.

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Warren Buffett Portfolio
Stocks/Bonds 80/20 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-45.52% Nov 2007 Feb 2009
-41.09% Nov 2007 Feb 2009
-39.67% Sep 2000 Sep 2002
-33.33% Sep 2000 Sep 2002
-27.35% Sep 1987 Nov 1987
-24.55% Sep 1987 Nov 1987
-19.61% Jan 2022 Jun 2022
-19.13% Jan 2022 Jun 2022
-17.49% Feb 2020 Mar 2020
-16.53% Feb 2020 Mar 2020
-15.04% May 2011 Sep 2011
-13.95% Jul 1998 Aug 1998
-13.83% Jul 1998 Aug 1998
-13.35% May 2011 Sep 2011
-13.10% Jan 1977 Feb 1978
-13.08% Dec 1980 Jul 1982
-12.77% Jun 1990 Oct 1990
-12.23% Jun 1990 Oct 1990
-12.09% Oct 2018 Dec 2018
-11.51% Dec 1980 Sep 1981

Yearly Returns

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

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Year Warren Buffett Portfolio Stocks/Bonds 80/20 Portfolio
2022
-13.06% -12.82%
2021
+24.59% +20.16%
2020
+19.19% +18.36%
2019
+28.46% +26.30%
2018
-3.84% -4.19%
2017
+19.83% +17.68%
2016
+10.69% +10.77%
2015
+0.96% +0.40%
2014
+12.08% +11.20%
2013
+29.44% +26.34%
2012
+14.59% +13.79%
2011
+1.43% +2.36%
2010
+14.55% +15.18%
2009
+24.66% +23.84%
2008
-32.35% -28.21%
2007
+6.30% +5.68%
2006
+14.32% +13.41%
2005
+5.58% +5.53%
2004
+9.73% +11.08%
2003
+25.87% +25.40%
2002
-19.13% -14.73%
2001
-10.04% -7.09%
2000
-7.27% -6.18%
1999
+19.15% +18.90%
1998
+26.49% +20.33%
1997
+30.52% +26.68%
1996
+21.03% +17.49%
1995
+34.91% +32.26%
1994
+1.01% -0.67%
1993
+9.53% +10.44%
1992
+7.36% +8.71%
1991
+28.35% +28.96%
1990
-2.00% -3.13%
1989
+29.38% +25.22%
1988
+15.17% +15.32%
1987
+4.71% +2.40%
1986
+17.29% +14.68%
1985
+29.49% +29.47%
1984
+6.99% +4.75%
1983
+19.96% +19.17%
1982
+21.09% +22.62%
1981
-3.26% -1.44%
1980
+29.60% +27.10%
1979
+17.05% +20.47%
1978
+5.62% +6.99%
1977
-6.77% -2.48%
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