Warren Buffett vs US Stocks Portfolio Comparison

Last Update: 31 May 2024

The Warren Buffett Portfolio obtained a 10.03% compound annual return, with a 13.67% standard deviation, in the last 30 Years.

The US Stocks Portfolio obtained a 10.44% compound annual return, with a 15.57% standard deviation, in the last 30 Years.

Summary

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Warren Buffett Portfolio US Stocks Portfolio
Portfolio Risk Very High Very High
Asset Allocation Stocks 90% 100%
Fixed Income 10% 0%
Commodities 0% 0%
30 Years Stats Return +10.03% +10.44%
Std Dev 13.67% 15.57%
Max Drawdown -45.52% -50.84%
All time Stats
(Since Jan 1871)
Return +8.75% +9.15%
Std Dev 14.85% 16.59%
Max Drawdown -79.29% -84.60%
Last Update: 31 May 2024

Historical Returns as of May 31, 2024

Comparison period starts from January 1871

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1M 6M 1Y 5Y 10Y 30Y MAX
Warren Buffett Portfolio +4.52 +14.67 +25.87 +14.28 +11.47 +10.03 +8.75
US Stocks Portfolio +4.76 +16.01 +27.64 +14.92 +12.05 +10.44 +9.15
Return over 1 year are annualized.

Capital Growth as of May 31, 2024

Warren Buffett Portfolio: an investment of 1$, since June 1994, now would be worth 17.61$, with a total return of 1661.26% (10.03% annualized).

US Stocks Portfolio: an investment of 1$, since June 1994, now would be worth 19.69$, with a total return of 1868.60% (10.44% annualized).

Warren Buffett Portfolio: an investment of 1$, since January 1871, now would be worth 385667.78$, with a total return of 38566678.26% (8.75% annualized).

US Stocks Portfolio: an investment of 1$, since January 1871, now would be worth 684796.71$, with a total return of 68479570.98% (9.15% annualized).

Drawdowns

Drawdown comparison chart since June 1994.

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Warren Buffett Portfolio
US Stocks Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-50.84% Nov 2007 Feb 2009 (16) Mar 2012 (53) 23.06
-45.52% Nov 2007 Feb 2009 (16) Apr 2011 (42) 22.14
-43.94% Sep 2000 Sep 2002 (25) Mar 2006 (67) 23.71
-39.67% Sep 2000 Sep 2002 (25) Sep 2006 (73) 20.20
-24.81% Jan 2022 Sep 2022 (9) Dec 2023 (24) 13.15
-23.08% Jan 2022 Sep 2022 (9) Dec 2023 (24) 12.17
-20.84% Jan 2020 Mar 2020 (3) Jul 2020 (7) 9.03
-17.57% Jul 1998 Aug 1998 (2) Nov 1998 (5) 9.03
-17.49% Feb 2020 Mar 2020 (2) Jul 2020 (6) 7.96
-15.04% May 2011 Sep 2011 (5) Feb 2012 (10) 6.55
-14.20% Oct 2018 Dec 2018 (3) Apr 2019 (7) 6.63
-13.83% Jul 1998 Aug 1998 (2) Nov 1998 (5) 6.74
-12.09% Oct 2018 Dec 2018 (3) Apr 2019 (7) 5.58
-8.84% Jun 2015 Sep 2015 (4) May 2016 (12) 4.72
-8.44% Apr 2000 May 2000 (2) Aug 2000 (5) 5.11
-7.73% Aug 2015 Sep 2015 (2) May 2016 (10) 4.19
-6.82% Apr 2012 May 2012 (2) Aug 2012 (5) 3.19
-6.45% May 2019 May 2019 (1) Jun 2019 (2) 3.72
-6.42% Jul 1999 Sep 1999 (3) Nov 1999 (5) 3.38
-6.17% Jun 1996 Jul 1996 (2) Sep 1996 (4) 3.14

Drawdown comparison chart since January 1871.

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Warren Buffett Portfolio
US Stocks Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-84.60% Sep 1929 Jun 1932 (34) Dec 1944 (184) 46.31
-79.29% Sep 1929 Jun 1932 (34) Jun 1944 (178) 41.03
-50.84% Nov 2007 Feb 2009 (16) Mar 2012 (53) 23.06
-45.86% Jan 1973 Sep 1974 (21) Dec 1976 (48) 20.53
-45.52% Nov 2007 Feb 2009 (16) Apr 2011 (42) 22.14
-43.94% Sep 2000 Sep 2002 (25) Mar 2006 (67) 23.71
-40.52% Jan 1973 Sep 1974 (21) Jun 1976 (42) 17.75
-39.67% Sep 2000 Sep 2002 (25) Sep 2006 (73) 20.20
-34.11% Apr 1876 Jun 1877 (15) Feb 1879 (35) 17.32
-30.50% Apr 1876 Jun 1877 (15) Apr 1879 (37) 15.16
-30.27% Oct 1906 Nov 1907 (14) Nov 1908 (26) 16.09
-30.14% Oct 1906 Nov 1907 (14) Nov 1908 (26) 15.87
-30.06% Dec 1968 Jun 1970 (19) Mar 1971 (28) 14.60
-29.34% Sep 1987 Nov 1987 (3) May 1989 (21) 14.96
-27.35% Sep 1987 Nov 1987 (3) May 1989 (21) 14.38
-27.16% Oct 1902 Oct 1903 (13) Nov 1904 (26) 17.06
-26.86% Feb 1893 Aug 1893 (7) Aug 1897 (55) 14.58
-26.19% Dec 1968 Jun 1970 (19) Mar 1971 (28) 12.16
-25.03% Dec 1916 Dec 1917 (13) Apr 1919 (29) 12.86
-24.81% Jan 2022 Sep 2022 (9) Dec 2023 (24) 13.15

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
+10.03%
-3.67%
+10.17%
-4.34%
2023
+24.86%
-7.55%
+26.05%
-9.11%
2022
-18.29%
-23.08%
-19.51%
-24.81%
2021
+24.59%
-4.32%
+25.67%
-4.46%
2020
+19.19%
-17.49%
+21.03%
-20.84%
2019
+28.46%
-5.73%
+30.67%
-6.45%
2018
-3.84%
-12.09%
-5.21%
-14.20%
2017
+19.83%
0.00%
+21.21%
0.00%
2016
+10.69%
-4.87%
+12.83%
-5.73%
2015
+0.96%
-7.73%
+0.36%
-8.84%
2014
+12.08%
-2.97%
+12.54%
-3.17%
2013
+29.44%
-2.62%
+33.45%
-3.03%
2012
+14.59%
-6.10%
+16.45%
-6.82%
2011
+1.43%
-15.04%
+0.97%
-17.58%
2010
+14.55%
-11.71%
+17.42%
-13.26%
2009
+24.66%
-16.03%
+28.89%
-17.72%
2008
-32.35%
-33.45%
-36.98%
-38.08%
2007
+6.30%
-4.37%
+5.37%
-5.23%
2006
+14.32%
-2.48%
+15.69%
-3.22%
2005
+5.58%
-3.97%
+6.31%
-4.48%
2004
+9.73%
-2.96%
+12.79%
-3.56%
2003
+25.87%
-3.66%
+30.75%
-4.27%
2002
-19.13%
-24.82%
-20.47%
-27.18%
2001
-10.04%
-20.31%
-10.97%
-23.65%
2000
-7.27%
-11.55%
-10.57%
-15.87%
1999
+19.15%
-5.59%
+23.81%
-6.42%
1998
+26.49%
-13.83%
+23.26%
-17.57%
1997
+30.52%
-5.15%
+30.99%
-4.56%
1996
+21.03%
-3.99%
+20.96%
-6.17%
1995
+34.91%
-0.25%
+35.79%
-1.17%
1994
+1.01%
-6.47%
-0.17%
-7.43%
1993
+9.53%
-2.10%
+10.62%
-2.77%
1992
+7.36%
-2.36%
+9.11%
-2.40%
1991
+28.35%
-4.14%
+32.39%
-4.47%
1990
-2.00%
-12.77%
-6.08%
-16.20%
1989
+29.38%
-2.30%
+28.12%
-3.05%
1988
+15.17%
-3.40%
+17.32%
-3.42%
1987
+4.71%
-27.35%
+2.61%
-29.34%
1986
+17.29%
-7.59%
+14.57%
-7.92%
1985
+29.49%
-3.46%
+31.27%
-4.77%
1984
+6.99%
-6.07%
+2.19%
-9.02%
1983
+19.96%
-3.02%
+22.66%
-4.00%
1982
+21.09%
-7.70%
+20.50%
-11.21%
1981
-3.26%
-10.93%
-4.15%
-12.79%
1980
+29.60%
-8.82%
+33.15%
-11.98%
1979
+17.05%
-6.17%
+24.25%
-7.22%
1978
+5.62%
-8.58%
+8.45%
-11.64%
1977
-6.77%
-10.10%
-3.36%
-8.29%
1976
+22.58%
-1.97%
+26.47%
-2.10%
1975
+34.14%
-11.01%
+37.82%
-11.74%
1974
-23.54%
-30.75%
-27.81%
-34.15%
1973
-14.10%
-15.10%
-18.18%
-19.22%
1972
+17.45%
-1.74%
+17.62%
-2.45%
1971
+13.67%
-7.10%
+17.63%
-6.54%
1970
+4.95%
-17.25%
+4.79%
-19.06%
1969
-7.28%
-9.56%
-10.28%
-11.24%
1968
+10.36%
-5.60%
+13.39%
-6.48%
1967
+21.92%
-4.49%
+27.39%
-4.70%
1966
-8.57%
-14.09%
-8.73%
-14.78%
1965
+11.37%
-4.53%
+14.20%
-4.80%
1964
+15.12%
-1.23%
+16.40%
-1.37%
1963
+20.68%
-2.38%
+21.15%
-2.74%
1962
-7.50%
-19.86%
-9.62%
-22.67%
1961
+24.37%
-2.49%
+26.94%
-2.62%
1960
+1.29%
-6.95%
+0.92%
-8.00%
1959
+10.87%
-5.10%
+12.78%
-5.35%
1958
+39.17%
-1.46%
+44.81%
-1.59%
1957
-9.21%
-12.91%
-9.93%
-14.61%
1956
+6.10%
-6.96%
+8.51%
-7.23%
1955
+28.33%
-2.43%
+25.72%
-3.23%
1954
+47.42%
-2.78%
+50.59%
-3.14%
1953
-0.68%
-8.07%
+0.66%
-7.66%
1952
+16.84%
-3.31%
+13.62%
-4.23%
1951
+22.18%
-4.95%
+20.75%
-6.04%
1950
+27.56%
-4.82%
+30.33%
-5.29%
1949
+16.43%
-4.20%
+19.97%
-4.32%
1948
+4.72%
-9.37%
+2.36%
-10.99%
1947
+4.83%
-5.40%
+3.84%
-6.63%
1946
-7.24%
-19.89%
-6.27%
-20.85%
1945
+32.94%
-3.82%
+38.22%
-4.09%
1944
+17.83%
-1.51%
+21.23%
-1.55%
1943
+23.35%
-8.12%
+27.90%
-8.06%
1942
+19.04%
-10.12%
+16.72%
-12.33%
1941
-10.47%
-12.57%
-10.09%
-12.94%
1940
-8.93%
-21.91%
-7.16%
-23.05%
1939
-0.71%
-14.33%
+2.33%
-15.16%
1938
+30.06%
-22.24%
+28.38%
-25.06%
1937
-31.63%
-35.23%
-34.85%
-38.63%
1936
+29.65%
-6.77%
+33.65%
-7.38%
1935
+42.64%
-8.74%
+46.29%
-10.15%
1934
-1.85%
-18.67%
+2.31%
-18.75%
1933
+47.84%
-17.61%
+57.18%
-18.12%
1932
-7.22%
-40.36%
-8.65%
-44.97%
1931
-39.39%
-47.83%
-44.12%
-52.60%
1930
-22.03%
-33.22%
-28.35%
-39.08%
1929
-7.44%
-30.51%
-11.30%
-34.31%
1928
+39.15%
-3.41%
+38.68%
-4.13%
1927
+33.87%
-3.63%
+33.33%
-4.30%
1926
+10.43%
-8.30%
+11.46%
-9.26%
1925
+26.87%
-5.61%
+25.78%
-6.56%
1924
+23.76%
-3.57%
+27.03%
-3.78%
1923
+4.17%
-12.09%
+5.38%
-13.08%
1922
+25.52%
-4.09%
+29.04%
-4.35%
1921
+14.22%
-7.26%
+10.09%
-9.26%
1920
-17.37%
-17.55%
-14.01%
-15.38%
1919
+19.03%
-6.76%
+19.62%
-7.49%
1918
+23.53%
-2.81%
+18.16%
-3.76%
1917
-22.57%
-22.57%
-18.65%
-18.65%
1916
+8.31%
-3.17%
+8.05%
-3.65%
1915
+32.47%
-1.72%
+31.16%
-2.26%
1914
-2.69%
-16.94%
-5.46%
-20.24%
1913
-8.10%
-9.68%
-4.77%
-8.74%
1912
+7.42%
-3.53%
+7.12%
-4.07%
1911
+5.58%
-8.31%
+3.47%
-9.84%
1910
-6.56%
-12.23%
-3.44%
-11.27%
1909
+17.29%
-2.20%
+16.09%
-2.75%
1908
+41.02%
-2.76%
+39.43%
-3.59%
1907
-26.28%
-29.55%
-24.23%
-28.45%
1906
+6.52%
-5.84%
+0.60%
-9.63%
1905
+17.87%
-5.03%
+21.23%
-5.27%
1904
+28.41%
-2.12%
+32.12%
-2.23%
1903
-12.70%
-20.83%
-17.14%
-25.30%
1902
+4.74%
-7.42%
+8.21%
-7.32%
1901
+24.93%
-5.95%
+19.40%
-8.08%
1900
+10.87%
-6.21%
+20.75%
-5.37%
1899
+8.97%
-5.80%
+3.64%
-8.88%
1898
+21.34%
-5.52%
+29.23%
-4.56%
1897
+15.72%
-5.41%
+20.31%
-5.49%
1896
+2.13%
-11.61%
+3.20%
-12.04%
1895
+4.21%
-8.87%
+4.95%
-9.39%
1894
+2.30%
-5.30%
+3.58%
-5.55%
1893
-13.61%
-22.56%
-18.85%
-26.86%
1892
+5.62%
-2.01%
+6.08%
-2.16%
1891
+21.07%
-2.84%
+18.83%
-3.88%
1890
-8.74%
-14.28%
-6.20%
-13.89%
1889
+7.15%
-2.07%
+7.03%
-2.45%
1888
+2.28%
-3.19%
+3.28%
-3.34%
1887
-1.95%
-9.29%
-0.70%
-9.45%
1886
+11.65%
-3.90%
+11.92%
-4.49%
1885
+24.10%
-1.67%
+29.98%
-1.47%
1884
-11.59%
-13.08%
-12.37%
-13.99%
1883
-2.16%
-5.03%
-5.53%
-7.10%
1882
+2.42%
-5.39%
+3.58%
-5.68%
1881
+7.13%
-5.89%
+0.18%
-9.93%
1880
+22.34%
-8.26%
+26.50%
-8.79%
1879
+44.89%
-0.91%
+49.29%
-0.98%
1878
+10.78%
-1.28%
+16.25%
-1.08%
1877
-3.06%
-18.64%
-1.12%
-19.66%
1876
-10.41%
-14.59%
-14.18%
-18.03%
1875
+2.65%
-4.05%
+5.35%
-4.33%
1874
+9.72%
-4.25%
+4.67%
-6.59%
1873
-5.05%
-15.65%
-2.53%
-15.75%
1872
+12.20%
-2.37%
+11.12%
-3.07%
1871
+11.39%
-4.36%
+15.59%
-4.38%