Last Update: 28 February 2021

The Developed World 80/20 Portfolio obtained a 5.44% compound annual return, with a 12.06% standard deviation, in the last 10 years.

The Warren Buffett Portfolio obtained a 12.36% compound annual return, with a 12.21% standard deviation, in the last 10 years.

Summary

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Developed World 80/20 Portfolio Warren Buffett Portfolio
Risk Very High Very High
Asset Allocation Stocks 80% 90%
Fixed Income 20% 10%
Commodities 0% 0%
10 Years Stats Return +5.44% +12.36%
Std Dev 12.06% 12.21%
Max Drawdown -19.27% -17.49%

Last Update: 28 February 2021

Historical Returns

The examinated historical serie starts from January 1999

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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) MAX(*)
Developed World 80/20 Portfolio +1.61 +5.52 +12.77 +19.01 +5.42 +9.27 +5.44 +5.58
Warren Buffett Portfolio +2.33 +5.34 +9.48 +30.09 +13.76 +15.83 +12.36 +7.17
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 1999.

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Year Developed World 80/20 Portfolio Warren Buffett Portfolio
2021
+0.90% +1.55%
2020
+8.72% +19.19%
2019
+19.67% +28.46%
2018
-11.24% -3.84%
2017
+21.61% +19.83%
2016
+3.06% +10.69%
2015
-0.06% +0.96%
2014
-3.03% +12.08%
2013
+17.30% +29.44%
2012
+16.75% +14.59%
2011
-8.12% +1.43%
2010
+8.38% +14.55%
2009
+25.05% +24.66%
2008
-32.99% -32.35%
2007
+9.92% +6.30%
2006
+21.60% +14.32%
2005
+11.88% +5.58%
2004
+17.42% +9.73%
2003
+31.72% +25.87%
2002
-10.63% -19.13%
2001
-15.38% -10.04%
2000
-9.59% -7.27%
1999
+30.43% +19.15%
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