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
Drawdowns
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% |