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Lazy Portfolio ETF
Lazy permanent portfolios built with ETFs
Last Update: 31 March 2024
The Warren Buffett Portfolio obtained a 10.09% compound annual return, with a 13.63% standard deviation, in the last 30 Years.
The US Stocks Portfolio obtained a 10.49% compound annual return, with a 15.52% 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 | +10.09% | +10.49% |
| Std Dev | 13.63% | 15.52% | |
| Max Drawdown | -45.52% | -50.84% | |
| All time Stats (Since Jan 1871) | Return | +8.75% | +9.16% |
| Std Dev | 14.85% | 16.59% | |
| Max Drawdown | -79.29% | -84.60% | |
| Last Update: 31 March 2024 | |||
Historical Returns as of Mar 31, 2024
Comparison period starts from January 1871
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| 1M | 6M | 1Y | 5Y | 10Y | 30Y | MAX | |
|---|---|---|---|---|---|---|---|
| Warren Buffett Portfolio | +2.41 | +21.03 | +27.09 | +13.53 | +11.64 | +10.09 | +8.75 |
| US Stocks Portfolio | +2.90 | +22.88 | +28.85 | +14.15 | +12.23 | +10.49 | +9.16 |
| Return over 1 year are annualized. |
Capital Growth as of Mar 31, 2024
Warren Buffett Portfolio: an investment of 1$, since April 1994, now would be worth 17.89$, with a total return of 1688.79% (10.09% annualized).
US Stocks Portfolio: an investment of 1$, since April 1994, now would be worth 19.94$, with a total return of 1894.37% (10.49% annualized).
Warren Buffett Portfolio: an investment of 1$, since January 1871, now would be worth 381846.89$, with a total return of 38184588.65% (8.75% annualized).
US Stocks Portfolio: an investment of 1$, since January 1871, now would be worth 680994.31$, with a total return of 68099331.43% (9.16% annualized).
Drawdowns
Drawdown comparison chart since April 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) | 13.14 | |||||
| -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) | 13.14 | |||||
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 Portfolio | |||
|---|---|---|---|---|
| Year | Return | Drawdown | Return | Drawdown |
| 2024 | +8.94% | 0.00% | +9.56% | 0.00% |
| 2023 | +24.87% | -7.55% | +26.05% | -9.10% |
| 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% |
