Last Update: 31 July 2022

The Developed World ex-US Stocks Portfolio obtained a 5.57% compound annual return, with a 16.44% standard deviation, in the last 30 Years.

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

Summary

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Developed World ex-US Stocks Portfolio Warren Buffett Portfolio
Risk Very High Very High
Asset Allocation Stocks 100% 90%
Fixed Income 0% 10%
Commodities 0% 0%
30 Years Stats Return +5.57% +9.53%
Std Dev 16.44% 13.24%
Max Drawdown -57.00% -45.52%

Last Update: 31 July 2022

Historical Returns as of Jul 31, 2022

Comparison period starts from January 1986

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
Developed World ex-US Stocks Portfolio +5.29 -11.20 -14.17 +3.19 +6.39 +5.57 +6.73
Warren Buffett Portfolio +8.14 -8.04 -6.56 +11.56 +12.47 +9.53 +10.33
(*) Returns over 1 year are annualized

Capital Growth as of Jul 31, 2022

Developed World ex-US Stocks Portfolio: an investment of 1000$, since August 1992, now would be worth 5085.02$, with a total return of 408.50% (5.57% annualized).

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).

Developed World ex-US Stocks Portfolio: an investment of 1000$, since January 1986, now would be worth 10816.43$, with a total return of 981.64% (6.73% annualized).

Warren Buffett Portfolio: an investment of 1000$, since January 1986, now would be worth 36518.59$, with a total return of 3551.86% (10.33% annualized).

Drawdowns

Drawdown comparison chart since July 1992.

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Developed World ex-US Stocks Portfolio
Warren Buffett Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-57.00% Nov 2007 Feb 2009
-48.19% Jan 2000 Mar 2003
-45.52% Nov 2007 Feb 2009
-39.67% Sep 2000 Sep 2002
-24.14% Feb 2018 Mar 2020
-19.61% Jan 2022 Jun 2022
-19.54% Sep 2021 Jun 2022
-17.94% Jul 2014 Feb 2016
-17.49% Feb 2020 Mar 2020
-15.04% May 2011 Sep 2011
-14.47% Jun 1998 Sep 1998
-13.83% Jul 1998 Aug 1998
-13.15% Sep 1994 Feb 1995
-12.09% Oct 2018 Dec 2018
-11.23% Aug 1997 Dec 1997
-10.94% Sep 1993 Nov 1993
-7.92% Sep 1992 Oct 1992
-7.73% Aug 2015 Sep 2015
-6.47% Feb 1994 Mar 1994
-6.10% Jan 2000 Feb 2000

Drawdown comparison chart since January 1986.

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Developed World ex-US Stocks Portfolio
Warren Buffett Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-57.00% Nov 2007 Feb 2009
-48.19% Jan 2000 Mar 2003
-45.52% Nov 2007 Feb 2009
-39.67% Sep 2000 Sep 2002
-31.21% Jan 1990 Sep 1990
-27.35% Sep 1987 Nov 1987
-24.14% Feb 2018 Mar 2020
-19.61% Jan 2022 Jun 2022
-19.54% Sep 2021 Jun 2022
-17.94% Jul 2014 Feb 2016
-17.49% Feb 2020 Mar 2020
-15.04% May 2011 Sep 2011
-14.47% Jun 1998 Sep 1998
-13.83% Jul 1998 Aug 1998
-13.46% Sep 1987 Oct 1987
-13.15% Sep 1994 Feb 1995
-12.77% Jun 1990 Oct 1990
-12.09% Oct 2018 Dec 2018
-11.23% Aug 1997 Dec 1997
-9.43% May 1988 Aug 1988

Yearly Returns

Yearly return comparison. Common historical serie start from January 1986.

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Year Developed World ex-US Stocks Portfolio Warren Buffett Portfolio
2022
-14.63% -13.06%
2021
+11.67% +24.59%
2020
+9.74% +19.19%
2019
+22.62% +28.46%
2018
-14.75% -3.84%
2017
+26.42% +19.83%
2016
+2.67% +10.69%
2015
-0.38% +0.96%
2014
-5.98% +12.08%
2013
+21.83% +29.44%
2012
+18.56% +14.59%
2011
-12.30% +1.43%
2010
+8.35% +14.55%
2009
+27.49% +24.66%
2008
-40.65% -32.35%
2007
+11.15% +6.30%
2006
+26.27% +14.32%
2005
+13.60% +5.58%
2004
+20.25% +9.73%
2003
+38.67% +25.87%
2002
-15.62% -19.13%
2001
-21.94% -10.04%
2000
-14.29% -7.27%
1999
+37.96% +19.15%
1998
+16.51% +26.49%
1997
-1.39% +30.52%
1996
+4.68% +21.03%
1995
+3.98% +34.91%
1994
+9.76% +1.01%
1993
+29.92% +9.53%
1992
-14.79% +7.36%
1991
+9.48% +28.35%
1990
-24.79% -2.00%
1989
+12.85% +29.38%
1988
+25.66% +15.17%
1987
+30.48% +4.71%
1986
+63.38% +17.29%
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