Aggressive Global Income vs Warren Buffett Portfolio Comparison

Last Update: 31 May 2023

The Aggressive Global Income Portfolio obtained a 8.52% compound annual return, with a 14.36% standard deviation, in the last 30 Years.

The Warren Buffett Portfolio obtained a 9.33% compound annual return, with a 13.50% standard deviation, in the last 30 Years.

Summary

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Aggressive Global Income Portfolio Warren Buffett Portfolio
Risk Very High Very High
Asset Allocation Stocks 80% 90%
Fixed Income 20% 10%
Commodities 0% 0%
30 Years Stats Return +8.52% +9.33%
Std Dev 14.36% 13.50%
Max Drawdown -52.63% -45.52%

Last Update: 31 May 2023

Historical Returns as of May 31, 2023

Comparison period starts from January 1979

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
Aggressive Global Income Portfolio -3.81 -3.53 -5.52 +3.38 +5.25 +8.52 +10.87
Warren Buffett Portfolio +0.62 +3.48 +2.73 +9.94 +10.82 +9.33 +11.18
(*) Returns over 1 year are annualized

Capital Growth as of May 31, 2023

Aggressive Global Income Portfolio: an investment of 1000$, since June 1993, now would be worth 11625.56$, with a total return of 1062.56% (8.52% annualized).

Warren Buffett Portfolio: an investment of 1000$, since June 1993, now would be worth 14524.04$, with a total return of 1352.40% (9.33% annualized).

Aggressive Global Income Portfolio: an investment of 1000$, since January 1979, now would be worth 97966.56$, with a total return of 9696.66% (10.87% annualized).

Warren Buffett Portfolio: an investment of 1000$, since January 1979, now would be worth 110646.35$, with a total return of 10964.64% (11.18% annualized).

Drawdowns

Drawdown comparison chart since May 1993.

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Aggressive Global Income Portfolio
Warren Buffett Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-52.63% Nov 2007 Feb 2009
-45.52% Nov 2007 Feb 2009
-39.67% Sep 2000 Sep 2002
-27.39% Mar 2000 Sep 2002
-23.84% Jan 2020 Mar 2020
-23.08% Jan 2022 Sep 2022
-18.06% Jan 2022 Sep 2022
-17.49% Feb 2020 Mar 2020
-17.13% May 2011 Sep 2011
-15.46% May 1998 Aug 1998
-15.04% May 2011 Sep 2011
-13.83% Jul 1998 Aug 1998
-13.63% May 2015 Jan 2016
-12.09% Oct 2018 Dec 2018
-9.93% Feb 2018 Dec 2018
-7.73% Aug 2015 Sep 2015
-6.47% Feb 1994 Mar 1994
-6.10% Jan 2000 Feb 2000
-6.10% Apr 2012 May 2012
-5.73% May 2019 May 2019

Drawdown comparison chart since January 1979.

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Aggressive Global Income Portfolio
Warren Buffett Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-52.63% Nov 2007 Feb 2009
-45.52% Nov 2007 Feb 2009
-39.67% Sep 2000 Sep 2002
-27.39% Mar 2000 Sep 2002
-27.35% Sep 1987 Nov 1987
-23.84% Jan 2020 Mar 2020
-23.08% Jan 2022 Sep 2022
-21.38% Sep 1987 Nov 1987
-19.23% Jan 1990 Sep 1990
-18.06% Jan 2022 Sep 2022
-17.49% Feb 2020 Mar 2020
-17.13% May 2011 Sep 2011
-15.46% May 1998 Aug 1998
-15.04% May 2011 Sep 2011
-13.83% Jul 1998 Aug 1998
-13.63% May 2015 Jan 2016
-13.08% Dec 1980 Jul 1982
-12.77% Jun 1990 Oct 1990
-12.09% Oct 2018 Dec 2018
-11.49% Feb 1980 Mar 1980

Yearly Returns

Yearly return comparison. Common historical serie start from January 1979.

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Year Aggressive Global Income Portfolio Warren Buffett Portfolio
2023
 -0.60% +9.15%
2022
 -8.43% -18.29%
2021
 +17.07% +24.59%
2020
 -1.13% +19.19%
2019
 +19.97% +28.46%
2018
 -8.07% -3.84%
2017
 +13.53% +19.83%
2016
 +18.29% +10.69%
2015
 -6.99% +0.96%
2014
 +3.96% +12.08%
2013
 +19.30% +29.44%
2012
 +12.95% +14.59%
2011
 +0.62% +1.43%
2010
 +14.37% +14.55%
2009
 +33.97% +24.66%
2008
 -34.21% -32.35%
2007
 +3.78% +6.30%
2006
 +21.69% +14.32%
2005
 +12.70% +5.58%
2004
 +16.76% +9.73%
2003
 +32.98% +25.87%
2002
 -7.54% -19.13%
2001
 -4.83% -10.04%
2000
 -0.62% -7.27%
1999
 +48.88% +19.15%
1998
 +8.84% +26.49%
1997
 +18.82% +30.52%
1996
 +13.71% +21.03%
1995
 +24.10% +34.91%
1994
 +2.10% +1.01%
1993
 +19.15% +9.53%
1992
 +3.24% +7.36%
1991
 +24.91% +28.35%
1990
 -13.87% -2.00%
1989
 +17.94% +29.38%
1988
 +21.28% +15.17%
1987
 +8.36% +4.71%
1986
 +32.40% +17.29%
1985
 +37.47% +29.49%
1984
 +6.06% +6.99%
1983
 +24.33% +19.96%
1982
 +20.53% +21.09%
1981
 +4.76% -3.26%
1980
 +21.29% +29.60%
1979
 +17.54% +17.05%