Developed World ex-US Stocks vs Warren Buffett Portfolio Comparison

Last Update: 29 February 2024

The Developed World ex-US Stocks Portfolio obtained a 4.92% compound annual return, with a 16.50% standard deviation, in the last 30 Years.

The Warren Buffett Portfolio obtained a 9.85% compound annual return, with a 13.66% standard deviation, in the last 30 Years.

Summary

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Developed World ex-US Stocks Portfolio Warren Buffett Portfolio
Portfolio Risk Very High Very High
Asset Allocation Stocks 100% 90%
Fixed Income 0% 10%
Commodities 0% 0%
30 Years Stats Return +4.92% +9.85%
Std Dev 16.50% 13.66%
Max Drawdown -57.00% -45.52%
All time Stats
(Since Jan 1970)
Return +8.21% +10.28%
Std Dev 17.13% 13.95%
Max Drawdown -57.00% -45.52%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1970

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1M 6M 1Y 5Y 10Y 30Y MAX
Developed World ex-US Stocks Portfolio +2.74 +8.53 +13.89 +6.75 +4.64 +4.92 +8.21
Warren Buffett Portfolio +4.68 +13.07 +28.34 +13.39 +11.45 +9.85 +10.28
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Developed World ex-US Stocks Portfolio: an investment of 1$, since March 1994, now would be worth 4.23$, with a total return of 322.51% (4.92% annualized).

Warren Buffett Portfolio: an investment of 1$, since March 1994, now would be worth 16.76$, with a total return of 1576.23% (9.85% annualized).

Developed World ex-US Stocks Portfolio: an investment of 1$, since January 1970, now would be worth 71.96$, with a total return of 7095.88% (8.21% annualized).

Warren Buffett Portfolio: an investment of 1$, since January 1970, now would be worth 200.64$, with a total return of 19964.06% (10.28% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Developed World ex-US Stocks Portfolio
Warren Buffett Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-57.00% Nov 2007 Feb 2009 (16) May 2014 (79) 27.54
-48.19% Jan 2000 Mar 2003 (39) Sep 2005 (69) 26.73
-45.52% Nov 2007 Feb 2009 (16) Apr 2011 (42) 22.14
-39.67% Sep 2000 Sep 2002 (25) Sep 2006 (73) 20.20
-28.08% Sep 2021 Sep 2022 (13) Feb 2024 (30) 11.60
-24.14% Feb 2018 Mar 2020 (26) Nov 2020 (34) 10.04
-23.08% Jan 2022 Sep 2022 (9) Dec 2023 (24) 12.17
-17.94% Jul 2014 Feb 2016 (20) Apr 2017 (34) 8.32
-17.49% Feb 2020 Mar 2020 (2) Jul 2020 (6) 7.96
-15.04% May 2011 Sep 2011 (5) Feb 2012 (10) 6.55
-14.47% Jun 1998 Sep 1998 (4) Dec 1998 (7) 7.17
-13.83% Jul 1998 Aug 1998 (2) Nov 1998 (5) 6.74
-13.15% Sep 1994 Feb 1995 (6) Mar 1996 (19) 5.48
-12.09% Oct 2018 Dec 2018 (3) Apr 2019 (7) 5.58
-11.23% Aug 1997 Dec 1997 (5) Mar 1998 (8) 6.96
-7.73% Aug 2015 Sep 2015 (2) May 2016 (10) 4.19
-6.10% Jan 2000 Feb 2000 (2) Mar 2000 (3) 3.81
-6.10% Apr 2012 May 2012 (2) Aug 2012 (5) 2.85
-5.79% May 1996 Jan 1997 (9) May 1997 (13) 3.32
-5.73% May 2019 May 2019 (1) Jun 2019 (2) 3.31

Drawdown comparison chart since January 1970.

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Developed World ex-US Stocks Portfolio
Warren Buffett Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-57.00% Nov 2007 Feb 2009 (16) May 2014 (79) 27.54
-48.19% Jan 2000 Mar 2003 (39) Sep 2005 (69) 26.73
-45.52% Nov 2007 Feb 2009 (16) Apr 2011 (42) 22.14
-41.73% Jan 1973 Sep 1974 (21) Sep 1977 (57) 16.13
-40.52% Jan 1973 Sep 1974 (21) Jun 1976 (42) 17.75
-39.67% Sep 2000 Sep 2002 (25) Sep 2006 (73) 20.20
-31.21% Jan 1990 Sep 1990 (9) Jan 1994 (49) 20.31
-28.08% Sep 2021 Sep 2022 (13) Feb 2024 (30) 11.60
-27.77% Dec 1980 Jul 1982 (20) Mar 1983 (28) 12.17
-27.35% Sep 1987 Nov 1987 (3) May 1989 (21) 14.38
-27.31% Jan 1970 Jun 1970 (6) Mar 1971 (15) 15.11
-24.14% Feb 2018 Mar 2020 (26) Nov 2020 (34) 10.04
-23.08% Jan 2022 Sep 2022 (9) Dec 2023 (24) 12.17
-17.94% Jul 2014 Feb 2016 (20) Apr 2017 (34) 8.32
-17.49% Feb 2020 Mar 2020 (2) Jul 2020 (6) 7.96
-17.25% Jan 1970 Jun 1970 (6) Dec 1970 (12) 8.14
-15.04% May 2011 Sep 2011 (5) Feb 2012 (10) 6.55
-14.47% Jun 1998 Sep 1998 (4) Dec 1998 (7) 7.17
-13.83% Jul 1998 Aug 1998 (2) Nov 1998 (5) 6.74
-13.46% Sep 1987 Oct 1987 (2) Mar 1988 (7) 8.36

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.
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Year Return Drawdown Return Drawdown
2024
+1.63%
-1.09%
+6.38%
0.00%
2023
+17.94%
-10.71%
+24.87%
-7.55%
2022
-15.36%
-27.52%
-18.29%
-23.08%
2021
+11.67%
-4.89%
+24.59%
-4.32%
2020
+9.74%
-23.99%
+19.19%
-17.49%
2019
+22.62%
-5.21%
+28.46%
-5.73%
2018
-14.75%
-18.62%
-3.84%
-12.09%
2017
+26.42%
0.00%
+19.83%
0.00%
2016
+2.67%
-8.44%
+10.69%
-4.87%
2015
-0.38%
-12.39%
+0.96%
-7.73%
2014
-5.98%
-10.04%
+12.08%
-2.97%
2013
+21.83%
-5.66%
+29.44%
-2.62%
2012
+18.56%
-13.28%
+14.59%
-6.10%
2011
-12.30%
-23.95%
+1.43%
-15.04%
2010
+8.35%
-15.54%
+14.55%
-11.71%
2009
+27.49%
-22.68%
+24.66%
-16.03%
2008
-40.65%
-45.54%
-32.35%
-33.45%
2007
+11.15%
-6.29%
+6.30%
-4.37%
2006
+26.27%
-3.73%
+14.32%
-2.48%
2005
+13.60%
-4.72%
+5.58%
-3.97%
2004
+20.25%
-3.59%
+9.73%
-2.96%
2003
+38.67%
-8.24%
+25.87%
-3.66%
2002
-15.62%
-23.19%
-19.13%
-24.82%
2001
-21.94%
-26.63%
-10.04%
-20.31%
2000
-14.29%
-17.14%
-7.27%
-11.55%
1999
+37.96%
-4.28%
+19.15%
-5.59%
1998
+16.51%
-14.47%
+26.49%
-13.83%
1997
-1.39%
-11.23%
+30.52%
-5.15%
1996
+4.68%
-4.13%
+21.03%
-3.99%
1995
+3.98%
-8.89%
+34.91%
-0.25%
1994
+9.76%
-5.55%
+1.01%
-6.47%
1993
+29.92%
-10.94%
+9.53%
-2.10%
1992
-14.79%
-15.85%
+7.36%
-2.36%
1991
+9.48%
-9.97%
+28.35%
-4.14%
1990
-24.79%
-31.21%
-2.00%
-12.77%
1989
+12.85%
-7.94%
+29.38%
-2.30%
1988
+25.66%
-9.43%
+15.17%
-3.40%
1987
+30.48%
-13.46%
+4.71%
-27.35%
1986
+63.38%
-8.70%
+17.29%
-7.59%
1985
+56.04%
-1.19%
+29.49%
-3.46%
1984
+7.32%
-6.40%
+6.99%
-6.07%
1983
+23.61%
-3.06%
+19.96%
-3.02%
1982
-1.94%
-22.97%
+21.09%
-7.70%
1981
-2.36%
-10.87%
-3.26%
-10.93%
1980
+22.48%
-11.03%
+29.60%
-8.82%
1979
+4.69%
-8.91%
+17.05%
-6.17%
1978
+32.52%
-5.86%
+5.62%
-8.58%
1977
+17.99%
-2.80%
-6.77%
-10.10%
1976
+2.46%
-11.28%
+22.58%
-1.97%
1975
+35.29%
-12.20%
+34.14%
-11.01%
1974
-23.23%
-31.46%
-23.54%
-30.75%
1973
-14.99%
-16.30%
-14.10%
-15.10%
1972
+36.24%
-0.55%
+17.45%
-1.74%
1971
+29.49%
-3.82%
+13.67%
-7.10%
1970
-11.71%
-27.31%
+4.95%
-17.25%