As of June 2026, in the previous 30 Years, the Warren Buffett Portfolio obtained a 9.84% compound annual return, with a 13.86% standard deviation. It suffered a maximum drawdown of -45.52% that required 42 months to be recovered.

As of June 2026, in the previous 30 Years, the US Stocks Portfolio obtained a 10.30% compound annual return, with a 15.78% standard deviation. It suffered a maximum drawdown of -50.84% that required 53 months to be recovered.

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Disclaimer: The simulations on this website are provided in good faith but should NOT be taken as investment advice. We are not liable for any errors or actions based on this information. The authors of the website are not affiliated with the portfolio creators, who are the sole owners of their intellectual property. The translation of asset allocations into ETFs is based on the interpretation of LazyPortfolioETF.com and may not exactly reflect the original intent of the portfolio creators. Content is for informational, educational, illustrative, and entertainment purposes only.

Table of contents

Asset Allocations and ETFs

The compared portfolios have the following asset allocations.

Warren Buffett
Warren Buffett Portfolio
Weight
(%)		 Ticker Name
90.00
VV
Vanguard Large-Cap
10.00
SHY
iShares 1-3 Year Treasury Bond
US Stocks Portfolio
Weight
(%)		 Ticker Name
100.00
VTI
Vanguard Total Stock Market

Portfolio Returns as of Jun 30, 2026

Return Comparison
Capital Growth
Inflation Adj:
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Return (%) as of Jun 30, 2026
YTD
(6M) 		1M 6M 1Y 5Y 10Y 30Y MAX
(~156Y)
https://www.lazyportfolioetf.com/wp-content/lzp-assets/img/author/avatar_warren_buffett.webp Warren Buffett Portfolio
Warren Buffett 		8.95 -0.86 8.95 19.94 11.91 14.18 9.84 8.87
https://www.lazyportfolioetf.com/wp-content/lzp-assets/img/author/avatar_us_author.webp US Stocks
-- Market Benchmark 		11.04 -0.39 11.04 23.17 12.24 15.04 10.30 9.29
Returns over 1 year are annualized.

Portfolio Metrics as of Jun 30, 2026

The following metrics, updated as of 30 June 2026, provide an overview of performance and risk, with the best value in each row highlighted within the table.

METRIC COMPARISON
1Y
5Y
10Y
30Y
MAX
Period: ()
Swipe left to see all data
Warren Buffett Portfolio US Stocks
Author Warren Buffett
ASSET ALLOCATION
Stocks 90% 100%
Fixed Income 10% 0%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 19.94 23.17
Infl. Adjusted (%) 15.46 18.57
DRAWDOWN
Deepest Drawdown Depth (%) -5.28 -5.51
Start to Recovery (months) 3 3
Longest Drawdown Depth (%) -5.28 -5.51
Start to Recovery (months) 3 3
Longest Negative Period (months) 6 6
RISK INDICATORS
Standard Deviation (%) 11.41 12.29
Sharpe Ratio 1.41 1.57
Sortino Ratio 2.21 2.44
Ulcer Index 1.50 1.54
Ratio: Return / Standard Deviation 1.75 1.89
Ratio: Return / Deepest Drawdown 3.78 4.21
Metrics calculated over the period 1 July 2025 - 30 June 2026
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Warren Buffett Portfolio US Stocks
Author Warren Buffett
ASSET ALLOCATION
Stocks 90% 100%
Fixed Income 10% 0%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 11.91 12.24
Infl. Adjusted (%) 7.29 7.62
DRAWDOWN
Deepest Drawdown Depth (%) -23.08 -24.81
Start to Recovery (months) 24 24
Longest Drawdown Depth (%) -23.08 -24.81
Start to Recovery (months) 24 24
Longest Negative Period (months) 28 28
RISK INDICATORS
Standard Deviation (%) 14.40 15.97
Sharpe Ratio 0.59 0.55
Sortino Ratio 0.79 0.75
Ulcer Index 7.95 8.63
Ratio: Return / Standard Deviation 0.83 0.77
Ratio: Return / Deepest Drawdown 0.52 0.49
Metrics calculated over the period 1 July 2021 - 30 June 2026
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Warren Buffett Portfolio US Stocks
Author Warren Buffett
ASSET ALLOCATION
Stocks 90% 100%
Fixed Income 10% 0%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 14.18 15.04
Infl. Adjusted (%) 10.47 11.30
DRAWDOWN
Deepest Drawdown Depth (%) -23.08 -24.81
Start to Recovery (months) 24 24
Longest Drawdown Depth (%) -23.08 -24.81
Start to Recovery (months) 24 24
Longest Negative Period (months) 28 30
RISK INDICATORS
Standard Deviation (%) 13.91 15.71
Sharpe Ratio 0.86 0.82
Sortino Ratio 1.14 1.08
Ulcer Index 6.24 6.88
Ratio: Return / Standard Deviation 1.02 0.96
Ratio: Return / Deepest Drawdown 0.61 0.61
Metrics calculated over the period 1 July 2016 - 30 June 2026
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Warren Buffett Portfolio US Stocks
Author Warren Buffett
ASSET ALLOCATION
Stocks 90% 100%
Fixed Income 10% 0%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 9.84 10.30
Infl. Adjusted (%) 7.10 7.55
DRAWDOWN
Deepest Drawdown Depth (%) -45.52 -50.84
Start to Recovery (months) 42 53
Longest Drawdown Depth (%) -39.67 -43.94
Start to Recovery (months) 73 67
Longest Negative Period (months) 132 139
RISK INDICATORS
Standard Deviation (%) 13.86 15.78
Sharpe Ratio 0.55 0.51
Sortino Ratio 0.73 0.67
Ulcer Index 12.60 14.32
Ratio: Return / Standard Deviation 0.71 0.65
Ratio: Return / Deepest Drawdown 0.22 0.20
Metrics calculated over the period 1 July 1996 - 30 June 2026
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Warren Buffett Portfolio US Stocks
Author Warren Buffett
ASSET ALLOCATION
Stocks 90% 100%
Fixed Income 10% 0%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 8.87 9.29
Infl. Adjusted (%) 6.59 7.01
DRAWDOWN
Deepest Drawdown Depth (%) -79.29 -84.60
Start to Recovery (months) 178 184
Longest Drawdown Depth (%) -79.29 -84.60
Start to Recovery (months) 178 184
Longest Negative Period (months) 181 188
RISK INDICATORS
Standard Deviation (%) 14.80 16.54
Sharpe Ratio 0.33 0.32
Sortino Ratio 0.46 0.45
Ulcer Index 15.52 17.74
Ratio: Return / Standard Deviation 0.60 0.56
Ratio: Return / Deepest Drawdown 0.11 0.11
Metrics calculated over the period 1 January 1871 - 30 June 2026
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Drawdowns

A drawdown refers to the decline in value from a relative peak value to a relative trough. A maximum drawdown is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained.

DRAWDOWN COMPARISON
Inflation Adj:

Rolling Returns

By selecting the 'Rolling Period', the chart and data will update. To study a different date range, change the Simulation Settings.

You can explore the Rolling Returns for a single portfolio, or check the return differential, by switching on "Head To Head" toggle.

Rolling Returns Comparison
Annualized Rolling Returns Chart

Time to Target

What it shows: Months to reach your target capital from each historical entry point, accounting for your initial investment and periodic contributions.

Time to Target Comparison
Time to reach your Target Capital

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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Warren Buffett Portfolio US Stocks
Year Return
(%)		 Drawdown
(%)		 Return
(%)		 Drawdown
(%)
2026
 8.95 -5.28 11.04 -5.51
2025
 16.79 -6.82 17.10 -8.31
2024
 23.12 -3.67 23.81 -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
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