Last Update: 30 June 2024
The Dedalo Invest Dedalo Three Portfolio obtained a 9.51% compound annual return, with a 15.43% standard deviation, in the last 30 Years.
The Warren Buffett Portfolio obtained a 10.24% compound annual return, with a 13.67% standard deviation, in the last 30 Years.
Summary
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| Dedalo Invest Dedalo Three 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 | +9.51% | +10.24% |
| Std Dev | 15.43% | 13.67% | |
| Max Drawdown | -52.73% | -45.52% | |
| All time Stats (Since Jan 1970) |
Return | +10.15% | +10.35% |
| Std Dev | 15.56% | 13.94% | |
| Max Drawdown | -52.73% | -45.52% | |
| Last Update: 30 June 2024 | |||
Historical Returns as of Jun 30, 2024
Comparison period starts from January 1970
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| 1M | 6M | 1Y | 5Y | 10Y | 30Y | MAX | |
|---|---|---|---|---|---|---|---|
| Dedalo Invest Dedalo Three Portfolio | +2.64 | +12.64 | +21.87 | +13.06 | +11.03 | +9.51 | +10.15 |
| Warren Buffett Portfolio | +3.42 | +13.80 | +22.90 | +13.64 | +11.63 | +10.24 | +10.35 |
| Return over 1 year are annualized. |
Capital Growth as of Jun 30, 2024
Dedalo Invest Dedalo Three Portfolio: an investment of 1$, since July 1994,
now would be worth 15.24$, with a total return of 1424.15%
(9.51% annualized).
Warren Buffett Portfolio: an investment of 1$, since July 1994, now would be worth 18.62$, with a total return of 1762.19% (10.24% annualized).
Warren Buffett Portfolio: an investment of 1$, since July 1994, now would be worth 18.62$, with a total return of 1762.19% (10.24% annualized).
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Dedalo Invest Dedalo Three Portfolio: an investment of 1$, since January 1970,
now would be worth 194.63$, with a total return of 19363.06%
(10.15% annualized).
Warren Buffett Portfolio: an investment of 1$, since January 1970, now would be worth 214.63$, with a total return of 21362.97% (10.35% annualized).
Warren Buffett Portfolio: an investment of 1$, since January 1970, now would be worth 214.63$, with a total return of 21362.97% (10.35% annualized).
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Drawdowns
Drawdown comparison chart since July 1994.
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|
Dedalo Invest Dedalo Three Portfolio
|
Warren Buffett Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -52.73% | Nov 2007 | Feb 2009 (16) | Dec 2012 (62) | 23.13 | |||||
| -45.52% | Nov 2007 | Feb 2009 (16) | Apr 2011 (42) | 22.14 | |||||
| -45.07% | Apr 2000 | Sep 2002 (30) | Apr 2006 (73) | 24.01 | |||||
| -39.67% | Sep 2000 | Sep 2002 (25) | Sep 2006 (73) | 20.20 | |||||
| -25.03% | Jan 2022 | Sep 2022 (9) | Dec 2023 (24) | 13.03 | |||||
| -23.08% | Jan 2022 | Sep 2022 (9) | Dec 2023 (24) | 12.17 | |||||
| -21.23% | Jan 2020 | Mar 2020 (3) | Jul 2020 (7) | 9.48 | |||||
| -17.49% | Feb 2020 | Mar 2020 (2) | Jul 2020 (6) | 7.96 | |||||
| -16.58% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 8.71 | |||||
| -15.04% | May 2011 | Sep 2011 (5) | Feb 2012 (10) | 6.55 | |||||
| -13.86% | Oct 2018 | Dec 2018 (3) | Apr 2019 (7) | 6.55 | |||||
| -13.83% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 6.74 | |||||
| -12.09% | Oct 2018 | Dec 2018 (3) | Apr 2019 (7) | 5.58 | |||||
| -10.24% | Jun 2015 | Feb 2016 (9) | Jul 2016 (14) | 5.20 | |||||
| -7.73% | Aug 2015 | Sep 2015 (2) | May 2016 (10) | 4.19 | |||||
| -6.31% | May 2019 | May 2019 (1) | Jun 2019 (2) | 3.64 | |||||
| -6.10% | Jan 2000 | Feb 2000 (2) | Mar 2000 (3) | 3.81 | |||||
| -6.10% | Apr 2012 | May 2012 (2) | Aug 2012 (5) | 2.85 | |||||
| -5.73% | May 2019 | May 2019 (1) | Jun 2019 (2) | 3.31 | |||||
| -5.65% | Feb 2018 | Mar 2018 (2) | Jul 2018 (6) | 3.67 | |||||
Drawdown comparison chart since January 1970.
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|
Dedalo Invest Dedalo Three Portfolio
|
Warren Buffett Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -52.73% | Nov 2007 | Feb 2009 (16) | Dec 2012 (62) | 23.13 | |||||
| -45.52% | Nov 2007 | Feb 2009 (16) | Apr 2011 (42) | 22.14 | |||||
| -45.07% | Apr 2000 | Sep 2002 (30) | Apr 2006 (73) | 24.01 | |||||
| -44.80% | Jan 1973 | Sep 1974 (21) | Dec 1976 (48) | 19.54 | |||||
| -40.52% | Jan 1973 | Sep 1974 (21) | Jun 1976 (42) | 17.75 | |||||
| -39.67% | Sep 2000 | Sep 2002 (25) | Sep 2006 (73) | 20.20 | |||||
| -28.32% | Sep 1987 | Nov 1987 (3) | Apr 1989 (20) | 14.33 | |||||
| -27.35% | Sep 1987 | Nov 1987 (3) | May 1989 (21) | 14.38 | |||||
| -25.03% | Jan 2022 | Sep 2022 (9) | Dec 2023 (24) | 13.03 | |||||
| -23.08% | Jan 2022 | Sep 2022 (9) | Dec 2023 (24) | 12.17 | |||||
| -21.23% | Jan 2020 | Mar 2020 (3) | Jul 2020 (7) | 9.48 | |||||
| -20.09% | Jan 1970 | Jun 1970 (6) | Dec 1970 (12) | 9.81 | |||||
| -18.81% | Dec 1980 | Jul 1982 (20) | Oct 1982 (23) | 9.66 | |||||
| -17.49% | Feb 2020 | Mar 2020 (2) | Jul 2020 (6) | 7.96 | |||||
| -17.25% | Jan 1970 | Jun 1970 (6) | Dec 1970 (12) | 8.14 | |||||
| -16.81% | Jan 1990 | Sep 1990 (9) | Feb 1991 (14) | 8.69 | |||||
| -16.58% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 8.71 | |||||
| -15.04% | May 2011 | Sep 2011 (5) | Feb 2012 (10) | 6.55 | |||||
| -13.86% | Oct 2018 | Dec 2018 (3) | Apr 2019 (7) | 6.55 | |||||
| -13.83% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 6.74 | |||||
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.
The highlighted returns represent the highest values for that specific year.
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| Year | Return | Drawdown | Return | Drawdown |
|---|---|---|---|---|
| 2024 |
+12.64%
|
-4.12% |
+13.80%
|
-3.67% |
| 2023 |
+24.84%
|
-9.28% |
+24.86%
|
-7.55% |
| 2022 |
-19.06%
|
-25.03% |
-18.29%
|
-23.08% |
| 2021 |
+23.45%
|
-4.36% |
+24.59%
|
-4.32% |
| 2020 |
+19.70%
|
-21.23% |
+19.19%
|
-17.49% |
| 2019 |
+29.51%
|
-6.31% |
+28.46%
|
-5.73% |
| 2018 |
-6.58%
|
-13.86% |
-3.84%
|
-12.09% |
| 2017 |
+22.20%
|
0.00% |
+19.83%
|
0.00% |
| 2016 |
+11.53%
|
-6.09% |
+10.69%
|
-4.87% |
| 2015 |
-0.31%
|
-9.69% |
+0.96%
|
-7.73% |
| 2014 |
+9.88%
|
-3.55% |
+12.08%
|
-2.97% |
| 2013 |
+30.30%
|
-2.87% |
+29.44%
|
-2.62% |
| 2012 |
+16.65%
|
-7.77% |
+14.59%
|
-6.10% |
| 2011 |
-1.57%
|
-18.86% |
+1.43%
|
-15.04% |
| 2010 |
+16.12%
|
-13.01% |
+14.55%
|
-11.71% |
| 2009 |
+30.02%
|
-18.21% |
+24.66%
|
-16.03% |
| 2008 |
-38.95%
|
-40.28% |
-32.35%
|
-33.45% |
| 2007 |
+6.65%
|
-5.35% |
+6.30%
|
-4.37% |
| 2006 |
+16.62%
|
-3.54% |
+14.32%
|
-2.48% |
| 2005 |
+7.06%
|
-4.28% |
+5.58%
|
-3.97% |
| 2004 |
+12.94%
|
-3.65% |
+9.73%
|
-2.96% |
| 2003 |
+31.01%
|
-4.47% |
+25.87%
|
-3.66% |
| 2002 |
-20.48%
|
-26.93% |
-19.13%
|
-24.82% |
| 2001 |
-12.85%
|
-24.35% |
-10.04%
|
-20.31% |
| 2000 |
-11.93%
|
-15.88% |
-7.27%
|
-11.55% |
| 1999 |
+24.17%
|
-5.11% |
+19.15%
|
-5.59% |
| 1998 |
+22.27%
|
-16.58% |
+26.49%
|
-13.83% |
| 1997 |
+25.58%
|
-4.71% |
+30.52%
|
-5.15% |
| 1996 |
+17.95%
|
-5.40% |
+21.03%
|
-3.99% |
| 1995 |
+30.12%
|
-1.35% |
+34.91%
|
-0.25% |
| 1994 |
+0.74%
|
-6.46% |
+1.01%
|
-6.47% |
| 1993 |
+14.07%
|
-2.83% |
+9.53%
|
-2.10% |
| 1992 |
+4.36%
|
-3.17% |
+7.36%
|
-2.36% |
| 1991 |
+27.75%
|
-5.00% |
+28.35%
|
-4.14% |
| 1990 |
-9.84%
|
-16.81% |
-2.00%
|
-12.77% |
| 1989 |
+24.23%
|
-2.98% |
+29.38%
|
-2.30% |
| 1988 |
+18.48%
|
-3.64% |
+15.17%
|
-3.40% |
| 1987 |
+6.82%
|
-28.32% |
+4.71%
|
-27.35% |
| 1986 |
+23.00%
|
-7.23% |
+17.29%
|
-7.59% |
| 1985 |
+34.39%
|
-3.95% |
+29.49%
|
-3.46% |
| 1984 |
+3.23%
|
-8.43% |
+6.99%
|
-6.07% |
| 1983 |
+22.81%
|
-3.17% |
+19.96%
|
-3.02% |
| 1982 |
+17.69%
|
-12.44% |
+21.09%
|
-7.70% |
| 1981 |
-3.92%
|
-12.31% |
-3.26%
|
-10.93% |
| 1980 |
+31.48%
|
-11.45% |
+29.60%
|
-8.82% |
| 1979 |
+20.74%
|
-7.20% |
+17.05%
|
-6.17% |
| 1978 |
+11.35%
|
-10.24% |
+5.62%
|
-8.58% |
| 1977 |
-1.78%
|
-6.78% |
-6.77%
|
-10.10% |
| 1976 |
+22.91%
|
-2.35% |
+22.58%
|
-1.97% |
| 1975 |
+36.78%
|
-11.94% |
+34.14%
|
-11.01% |
| 1974 |
-26.84%
|
-33.45% |
-23.54%
|
-30.75% |
| 1973 |
-17.11%
|
-18.23% |
-14.10%
|
-15.10% |
| 1972 |
+19.37%
|
-2.07% |
+17.45%
|
-1.74% |
| 1971 |
+18.17%
|
-6.41% |
+13.67%
|
-7.10% |
| 1970 |
+2.73%
|
-20.09% |
+4.95%
|
-17.25% |
