Last Update: 31 March 2024
The Warren Buffett Portfolio obtained a 10.09% compound annual return, with a 13.63% standard deviation, in the last 30 Years.
The Stocks/Bonds 80/20 Portfolio obtained a 9.53% compound annual return, with a 12.48% standard deviation, in the last 30 Years.
Summary
Swipe left to see all data
| Warren Buffett Portfolio | Stocks/Bonds 80/20 Portfolio | ||
|---|---|---|---|
| Portfolio Risk | Very High | Very High | |
| Asset Allocation | Stocks | 90% | 80% |
| Fixed Income | 10% | 20% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +10.09% | +9.53% |
| Std Dev | 13.63% | 12.48% | |
| Max Drawdown | -45.52% | -41.09% | |
| All time Stats (Since Jan 1871) |
Return | +8.75% | +8.49% |
| Std Dev | 14.85% | 13.30% | |
| Max Drawdown | -79.29% | -75.27% | |
| Last Update: 31 March 2024 | |||
Historical Returns as of Mar 31, 2024
Comparison period starts from January 1871
Swipe left to see all data
| 1M | 6M | 1Y | 5Y | 10Y | 30Y | MAX | |
|---|---|---|---|---|---|---|---|
| Warren Buffett Portfolio | +2.41 | +21.03 | +27.09 | +13.53 | +11.64 | +10.09 | +8.75 |
| Stocks/Bonds 80/20 Portfolio | +2.51 | +19.50 | +23.26 | +11.49 | +10.16 | +9.53 | +8.49 |
| Return over 1 year are annualized. |
Capital Growth as of Mar 31, 2024
Warren Buffett Portfolio: an investment of 1$, since April 1994,
now would be worth 17.89$, with a total return of 1688.79%
(10.09% annualized).
Stocks/Bonds 80/20 Portfolio: an investment of 1$, since April 1994, now would be worth 15.36$, with a total return of 1435.81% (9.53% annualized).
Stocks/Bonds 80/20 Portfolio: an investment of 1$, since April 1994, now would be worth 15.36$, with a total return of 1435.81% (9.53% annualized).
Warren Buffett Portfolio: an investment of 1$, since January 1871,
now would be worth 381846.89$, with a total return of 38184588.65%
(8.75% annualized).
Stocks/Bonds 80/20 Portfolio: an investment of 1$, since January 1871, now would be worth 266692.99$, with a total return of 26669198.71% (8.49% annualized).
Stocks/Bonds 80/20 Portfolio: an investment of 1$, since January 1871, now would be worth 266692.99$, with a total return of 26669198.71% (8.49% annualized).
Drawdowns
Drawdown comparison chart since April 1994.
Swipe left to see all data
|
Warren Buffett Portfolio
|
Stocks/Bonds 80/20 Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -45.52% | Nov 2007 | Feb 2009 (16) | Apr 2011 (42) | 22.14 | |||||
| -41.09% | Nov 2007 | Feb 2009 (16) | Jan 2011 (39) | 19.37 | |||||
| -39.67% | Sep 2000 | Sep 2002 (25) | Sep 2006 (73) | 20.20 | |||||
| -33.33% | Sep 2000 | Sep 2002 (25) | Jul 2005 (59) | 17.37 | |||||
| -23.08% | Jan 2022 | Sep 2022 (9) | Dec 2023 (24) | 12.17 | |||||
| -22.75% | Jan 2022 | Sep 2022 (9) | Jan 2024 (25) | 12.23 | |||||
| -17.49% | Feb 2020 | Mar 2020 (2) | Jul 2020 (6) | 7.96 | |||||
| -16.53% | Feb 2020 | Mar 2020 (2) | Jul 2020 (6) | 7.42 | |||||
| -15.04% | May 2011 | Sep 2011 (5) | Feb 2012 (10) | 6.55 | |||||
| -13.95% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 7.01 | |||||
| -13.83% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 6.74 | |||||
| -13.35% | May 2011 | Sep 2011 (5) | Feb 2012 (10) | 5.69 | |||||
| -12.09% | Oct 2018 | Dec 2018 (3) | Apr 2019 (7) | 5.58 | |||||
| -11.32% | Oct 2018 | Dec 2018 (3) | Apr 2019 (7) | 5.24 | |||||
| -7.73% | Aug 2015 | Sep 2015 (2) | May 2016 (10) | 4.19 | |||||
| -7.05% | Jun 2015 | Sep 2015 (4) | May 2016 (12) | 3.70 | |||||
| -6.90% | Apr 2000 | May 2000 (2) | Aug 2000 (5) | 4.02 | |||||
| -6.10% | Jan 2000 | Feb 2000 (2) | Mar 2000 (3) | 3.81 | |||||
| -6.10% | Apr 2012 | May 2012 (2) | Aug 2012 (5) | 2.85 | |||||
| -5.73% | May 2019 | May 2019 (1) | Jun 2019 (2) | 3.31 | |||||
Drawdown comparison chart since January 1871.
Swipe left to see all data
|
Warren Buffett Portfolio
|
Stocks/Bonds 80/20 Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -79.29% | Sep 1929 | Jun 1932 (34) | Jun 1944 (178) | 41.03 | |||||
| -75.27% | Sep 1929 | May 1932 (33) | Mar 1943 (163) | 35.72 | |||||
| -45.52% | Nov 2007 | Feb 2009 (16) | Apr 2011 (42) | 22.14 | |||||
| -41.09% | Nov 2007 | Feb 2009 (16) | Jan 2011 (39) | 19.37 | |||||
| -40.52% | Jan 1973 | Sep 1974 (21) | Jun 1976 (42) | 17.75 | |||||
| -39.67% | Sep 2000 | Sep 2002 (25) | Sep 2006 (73) | 20.20 | |||||
| -36.88% | Jan 1973 | Sep 1974 (21) | Mar 1976 (39) | 16.98 | |||||
| -33.33% | Sep 2000 | Sep 2002 (25) | Jul 2005 (59) | 17.37 | |||||
| -30.50% | Apr 1876 | Jun 1877 (15) | Apr 1879 (37) | 15.16 | |||||
| -30.14% | Oct 1906 | Nov 1907 (14) | Nov 1908 (26) | 15.87 | |||||
| -27.35% | Sep 1987 | Nov 1987 (3) | May 1989 (21) | 14.38 | |||||
| -26.75% | Apr 1876 | Jun 1877 (15) | Jan 1879 (34) | 13.17 | |||||
| -26.19% | Dec 1968 | Jun 1970 (19) | Mar 1971 (28) | 12.16 | |||||
| -25.03% | Dec 1916 | Dec 1917 (13) | Apr 1919 (29) | 12.86 | |||||
| -24.55% | Sep 1987 | Nov 1987 (3) | Apr 1989 (20) | 12.14 | |||||
| -24.50% | Dec 1968 | Jun 1970 (19) | Mar 1971 (28) | 11.73 | |||||
| -24.11% | Oct 1906 | Nov 1907 (14) | Nov 1908 (26) | 12.38 | |||||
| -23.47% | Nov 1919 | Jun 1921 (20) | Apr 1922 (30) | 14.53 | |||||
| -23.10% | Oct 1902 | Oct 1903 (13) | Nov 1904 (26) | 14.32 | |||||
| -23.08% | Jan 2022 | Sep 2022 (9) | Dec 2023 (24) | 12.17 | |||||
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.
The highlighted returns represent the highest values for that specific year.
Swipe left to see all data
| Year | Return | Drawdown | Return | Drawdown |
|---|---|---|---|---|
| 2024 |
+8.94%
|
0.00% |
+7.51%
|
0.00% |
| 2023 |
+24.87%
|
-7.55% |
+21.92%
|
-8.31% |
| 2022 |
-18.29%
|
-23.08% |
-18.23%
|
-22.75% |
| 2021 |
+24.59%
|
-4.32% |
+20.16%
|
-3.88% |
| 2020 |
+19.19%
|
-17.49% |
+18.36%
|
-16.53% |
| 2019 |
+28.46%
|
-5.73% |
+26.30%
|
-4.97% |
| 2018 |
-3.84%
|
-12.09% |
-4.19%
|
-11.32% |
| 2017 |
+19.83%
|
0.00% |
+17.68%
|
0.00% |
| 2016 |
+10.69%
|
-4.87% |
+10.77%
|
-4.34% |
| 2015 |
+0.96%
|
-7.73% |
+0.40%
|
-7.05% |
| 2014 |
+12.08%
|
-2.97% |
+11.20%
|
-2.23% |
| 2013 |
+29.44%
|
-2.62% |
+26.34%
|
-2.66% |
| 2012 |
+14.59%
|
-6.10% |
+13.79%
|
-5.21% |
| 2011 |
+1.43%
|
-15.04% |
+2.36%
|
-13.35% |
| 2010 |
+14.55%
|
-11.71% |
+15.18%
|
-10.23% |
| 2009 |
+24.66%
|
-16.03% |
+23.84%
|
-14.71% |
| 2008 |
-32.35%
|
-33.45% |
-28.21%
|
-30.13% |
| 2007 |
+6.30%
|
-4.37% |
+5.68%
|
-4.17% |
| 2006 |
+14.32%
|
-2.48% |
+13.41%
|
-2.63% |
| 2005 |
+5.58%
|
-3.97% |
+5.53%
|
-3.41% |
| 2004 |
+9.73%
|
-2.96% |
+11.08%
|
-2.95% |
| 2003 |
+25.87%
|
-3.66% |
+25.40%
|
-3.13% |
| 2002 |
-19.13%
|
-24.82% |
-14.73%
|
-20.47% |
| 2001 |
-10.04%
|
-20.31% |
-7.09%
|
-17.69% |
| 2000 |
-7.27%
|
-11.55% |
-6.18%
|
-12.05% |
| 1999 |
+19.15%
|
-5.59% |
+18.90%
|
-5.12% |
| 1998 |
+26.49%
|
-13.83% |
+20.33%
|
-13.95% |
| 1997 |
+30.52%
|
-5.15% |
+26.68%
|
-3.85% |
| 1996 |
+21.03%
|
-3.99% |
+17.49%
|
-4.78% |
| 1995 |
+34.91%
|
-0.25% |
+32.26%
|
-0.70% |
| 1994 |
+1.01%
|
-6.47% |
-0.67%
|
-6.95% |
| 1993 |
+9.53%
|
-2.10% |
+10.44%
|
-2.06% |
| 1992 |
+7.36%
|
-2.36% |
+8.71%
|
-2.02% |
| 1991 |
+28.35%
|
-4.14% |
+28.96%
|
-3.69% |
| 1990 |
-2.00%
|
-12.77% |
-3.13%
|
-12.23% |
| 1989 |
+29.38%
|
-2.30% |
+25.22%
|
-2.00% |
| 1988 |
+15.17%
|
-3.40% |
+15.32%
|
-2.84% |
| 1987 |
+4.71%
|
-27.35% |
+2.40%
|
-24.55% |
| 1986 |
+17.29%
|
-7.59% |
+14.68%
|
-6.76% |
| 1985 |
+29.49%
|
-3.46% |
+29.47%
|
-3.45% |
| 1984 |
+6.99%
|
-6.07% |
+4.75%
|
-7.80% |
| 1983 |
+19.96%
|
-3.02% |
+19.17%
|
-3.09% |
| 1982 |
+21.09%
|
-7.70% |
+22.62%
|
-7.08% |
| 1981 |
-3.26%
|
-10.93% |
-1.44%
|
-10.81% |
| 1980 |
+29.60%
|
-8.82% |
+27.10%
|
-10.71% |
| 1979 |
+17.05%
|
-6.17% |
+20.47%
|
-6.94% |
| 1978 |
+5.62%
|
-8.58% |
+6.99%
|
-9.83% |
| 1977 |
-6.77%
|
-10.10% |
-2.48%
|
-6.59% |
| 1976 |
+22.58%
|
-1.97% |
+23.93%
|
-1.62% |
| 1975 |
+34.14%
|
-11.01% |
+31.73%
|
-10.05% |
| 1974 |
-23.54%
|
-30.75% |
-21.11%
|
-27.27% |
| 1973 |
-14.10%
|
-15.10% |
-13.65%
|
-14.55% |
| 1972 |
+17.45%
|
-1.74% |
+14.64%
|
-1.96% |
| 1971 |
+13.67%
|
-7.10% |
+16.00%
|
-6.14% |
| 1970 |
+4.95%
|
-17.25% |
+7.28%
|
-14.57% |
| 1969 |
-7.28%
|
-9.56% |
-8.65%
|
-9.37% |
| 1968 |
+10.36%
|
-5.60% |
+11.29%
|
-4.08% |
| 1967 |
+21.92%
|
-4.49% |
+21.80%
|
-3.81% |
| 1966 |
-8.57%
|
-14.09% |
-5.99%
|
-12.18% |
| 1965 |
+11.37%
|
-4.53% |
+11.50%
|
-3.73% |
| 1964 |
+15.12%
|
-1.23% |
+13.90%
|
-1.08% |
| 1963 |
+20.68%
|
-2.38% |
+17.24%
|
-2.26% |
| 1962 |
-7.50%
|
-19.86% |
-6.55%
|
-17.65% |
| 1961 |
+24.37%
|
-2.49% |
+21.82%
|
-2.35% |
| 1960 |
+1.29%
|
-6.95% |
+3.34%
|
-5.42% |
| 1959 |
+10.87%
|
-5.10% |
+9.88%
|
-4.67% |
| 1958 |
+39.17%
|
-1.46% |
+35.29%
|
-1.18% |
| 1957 |
-9.21%
|
-12.91% |
-6.23%
|
-10.37% |
| 1956 |
+6.10%
|
-6.96% |
+6.50%
|
-6.18% |
| 1955 |
+28.33%
|
-2.43% |
+20.42%
|
-2.50% |
| 1954 |
+47.42%
|
-2.78% |
+41.03%
|
-2.67% |
| 1953 |
-0.68%
|
-8.07% |
+1.26%
|
-6.31% |
| 1952 |
+16.84%
|
-3.31% |
+11.34%
|
-3.17% |
| 1951 |
+22.18%
|
-4.95% |
+16.61%
|
-5.01% |
| 1950 |
+27.56%
|
-4.82% |
+24.24%
|
-4.40% |
| 1949 |
+16.43%
|
-4.20% |
+16.85%
|
-3.37% |
| 1948 |
+4.72%
|
-9.37% |
+2.41%
|
-8.79% |
| 1947 |
+4.83%
|
-5.40% |
+2.98%
|
-5.12% |
| 1946 |
-7.24%
|
-19.89% |
-4.87%
|
-17.16% |
| 1945 |
+32.94%
|
-3.82% |
+31.60%
|
-3.21% |
| 1944 |
+17.83%
|
-1.51% |
+17.44%
|
-1.24% |
| 1943 |
+23.35%
|
-8.12% |
+22.81%
|
-6.71% |
| 1942 |
+19.04%
|
-10.12% |
+13.64%
|
-9.90% |
| 1941 |
-10.47%
|
-12.57% |
-7.63%
|
-10.69% |
| 1940 |
-8.93%
|
-21.91% |
-4.87%
|
-18.76% |
| 1939 |
-0.71%
|
-14.33% |
+2.49%
|
-11.80% |
| 1938 |
+30.06%
|
-22.24% |
+23.58%
|
-20.31% |
| 1937 |
-31.63%
|
-35.23% |
-27.51%
|
-31.04% |
| 1936 |
+29.65%
|
-6.77% |
+27.82%
|
-5.96% |
| 1935 |
+42.64%
|
-8.74% |
+37.81%
|
-7.62% |
| 1934 |
-1.85%
|
-18.67% |
+3.30%
|
-14.20% |
| 1933 |
+47.84%
|
-17.61% |
+46.35%
|
-15.62% |
| 1932 |
-7.22%
|
-40.36% |
-4.47%
|
-35.31% |
| 1931 |
-39.39%
|
-47.83% |
-35.71%
|
-43.75% |
| 1930 |
-22.03%
|
-33.22% |
-21.13%
|
-31.14% |
| 1929 |
-7.44%
|
-30.51% |
-8.19%
|
-28.19% |
| 1928 |
+39.15%
|
-3.41% |
+30.76%
|
-3.44% |
| 1927 |
+33.87%
|
-3.63% |
+27.72%
|
-3.53% |
| 1926 |
+10.43%
|
-8.30% |
+10.11%
|
-7.22% |
| 1925 |
+26.87%
|
-5.61% |
+21.26%
|
-5.26% |
| 1924 |
+23.76%
|
-3.57% |
+23.20%
|
-2.70% |
| 1923 |
+4.17%
|
-12.09% |
+5.04%
|
-10.37% |
| 1922 |
+25.52%
|
-4.09% |
+24.33%
|
-3.61% |
| 1921 |
+14.22%
|
-7.26% |
+10.70%
|
-7.08% |
| 1920 |
-17.37%
|
-17.55% |
-11.16%
|
-12.22% |
| 1919 |
+19.03%
|
-6.76% |
+16.14%
|
-6.23% |
| 1918 |
+23.53%
|
-2.81% |
+15.45%
|
-2.95% |
| 1917 |
-22.57%
|
-22.57% |
-15.26%
|
-15.26% |
| 1916 |
+8.31%
|
-3.17% |
+7.17%
|
-2.83% |
| 1915 |
+32.47%
|
-1.72% |
+26.18%
|
-1.80% |
| 1914 |
-2.69%
|
-16.94% |
-3.07%
|
-15.69% |
| 1913 |
-8.10%
|
-9.68% |
-3.04%
|
-6.45% |
| 1912 |
+7.42%
|
-3.53% |
+6.01%
|
-3.29% |
| 1911 |
+5.58%
|
-8.31% |
+3.60%
|
-7.84% |
| 1910 |
-6.56%
|
-12.23% |
-1.92%
|
-8.66% |
| 1909 |
+17.29%
|
-2.20% |
+13.16%
|
-2.11% |
| 1908 |
+41.02%
|
-2.76% |
+33.83%
|
-2.66% |
| 1907 |
-26.28%
|
-29.55% |
-19.45%
|
-22.50% |
| 1906 |
+6.52%
|
-5.84% |
+0.63%
|
-7.84% |
| 1905 |
+17.87%
|
-5.03% |
+17.12%
|
-4.36% |
| 1904 |
+28.41%
|
-2.12% |
+26.86%
|
-1.84% |
| 1903 |
-12.70%
|
-20.83% |
-13.28%
|
-20.02% |
| 1902 |
+4.74%
|
-7.42% |
+6.77%
|
-6.04% |
| 1901 |
+24.93%
|
-5.95% |
+15.88%
|
-6.66% |
| 1900 |
+10.87%
|
-6.21% |
+17.38%
|
-4.20% |
| 1899 |
+8.97%
|
-5.80% |
+2.83%
|
-7.28% |
| 1898 |
+21.34%
|
-5.52% |
+24.31%
|
-4.46% |
| 1897 |
+15.72%
|
-5.41% |
+17.42%
|
-4.24% |
| 1896 |
+2.13%
|
-11.61% |
+3.38%
|
-10.33% |
| 1895 |
+4.21%
|
-8.87% |
+3.97%
|
-8.19% |
| 1894 |
+2.30%
|
-5.30% |
+4.08%
|
-4.26% |
| 1893 |
-13.61%
|
-22.56% |
-14.13%
|
-21.64% |
| 1892 |
+5.62%
|
-2.01% |
+5.29%
|
-1.86% |
| 1891 |
+21.07%
|
-2.84% |
+16.15%
|
-3.45% |
| 1890 |
-8.74%
|
-14.28% |
-4.72%
|
-10.81% |
| 1889 |
+7.15%
|
-2.07% |
+6.12%
|
-1.97% |
| 1888 |
+2.28%
|
-3.19% |
+3.72%
|
-2.84% |
| 1887 |
-1.95%
|
-9.29% |
-0.27%
|
-7.87% |
| 1886 |
+11.65%
|
-3.90% |
+9.69%
|
-3.72% |
| 1885 |
+24.10%
|
-1.67% |
+25.05%
|
-1.30% |
| 1884 |
-11.59%
|
-13.08% |
-9.11%
|
-11.70% |
| 1883 |
-2.16%
|
-5.03% |
-3.56%
|
-5.29% |
| 1882 |
+2.42%
|
-5.39% |
+3.48%
|
-4.68% |
| 1881 |
+7.13%
|
-5.89% |
+0.85%
|
-8.18% |
| 1880 |
+22.34%
|
-8.26% |
+22.26%
|
-7.02% |
| 1879 |
+44.89%
|
-0.91% |
+40.02%
|
-0.88% |
| 1878 |
+10.78%
|
-1.28% |
+14.30%
|
-0.73% |
| 1877 |
-3.06%
|
-18.64% |
-0.16%
|
-15.24% |
| 1876 |
-10.41%
|
-14.59% |
-9.91%
|
-13.58% |
| 1875 |
+2.65%
|
-4.05% |
+5.57%
|
-2.81% |
| 1874 |
+9.72%
|
-4.25% |
+6.48%
|
-4.60% |
| 1873 |
-5.05%
|
-15.65% |
-1.18%
|
-13.40% |
| 1872 |
+12.20%
|
-2.37% |
+9.26%
|
-2.91% |
| 1871 |
+11.39%
|
-4.36% |
+13.02%
|
-3.74% |
