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
| 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
| 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 |
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.
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.
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.
| 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% |