Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Warren Buffett Index Fund Portfolio | 5.66% | 13.33% | 17.94% | 15.08% | 12.38% | 13.42% | 9.89% | 10.21% |
Data as of 06/30/2025, AR inception is 10/30/1991
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Warren Buffett Index Fund Portfolio | 10/30/1991 | 06/30/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.73 | 13.33 | 17.94 | 15.08 | 12.38 | 13.42 | 9.89 | 10.21 | 5.66 | 22.86 | 24.18 | -16.94 | 25.81 | 16.83 | 28.29 | -3.93 | 19.55 | 10.73 | 1.16 | 12.25 | 28.85 | 14.27 | 2.00 | 13.67 | 23.79 | -32.69 | 5.67 | 14.46 | 4.47 | 9.76 | 25.76 | -19.43 | -9.58 | -7.40 | 19.19 | 26.45 | 30.48 | 21.01 | 34.79 | 1.00 | 8.77 | 8.02 | 6.41 |
| Sharpe Ratio | NA | 0.59 | 0.94 | 0.83 | 0.66 | NA | NA | 0.50 | 0.19 | 1.66 | 1.73 | -0.85 | 2.13 | 0.54 | 2.39 | -0.35 | 3.12 | 0.90 | 0.08 | 1.19 | 2.86 | 1.24 | 0.09 | 0.83 | 0.98 | -0.95 | 0.18 | 1.22 | 0.24 | 0.88 | 1.64 | -0.90 | -0.64 | -0.58 | 0.96 | 1.25 | 1.61 | 1.61 | 4.32 | -0.23 | 0.84 | 0.63 | 0.40 |
| Standard Deviation(%) | NA | 17.71 | 15.49 | 15.71 | 16.54 | NA | NA | 16.33 | 21.55 | 11.57 | 11.86 | 21.68 | 12.08 | 30.74 | 11.20 | 15.38 | 6.06 | 11.73 | 13.93 | 10.28 | 10.07 | 11.50 | 21.00 | 16.28 | 24.07 | 35.45 | 14.33 | 9.09 | 9.32 | 10.03 | 15.27 | 22.84 | 18.86 | 19.99 | 16.53 | 18.40 | 16.66 | 10.81 | 7.13 | 9.00 | 7.82 | 8.77 | 14.76 |
| Draw Down(%) | NA | 16.87 | 16.87 | 22.72 | 30.56 | NA | NA | 50.06 | 16.87 | 7.68 | 9.13 | 22.72 | 4.77 | 30.56 | 5.91 | 17.54 | 2.35 | 9.14 | 10.90 | 6.59 | 5.17 | 8.69 | 16.96 | 14.19 | 24.35 | 43.00 | 8.65 | 6.74 | 6.33 | 6.82 | 12.32 | 29.39 | 25.49 | 14.71 | 10.84 | 17.49 | 9.95 | 6.76 | 2.25 | 7.93 | 4.27 | 5.01 | 4.86 |
| Yield(%) | NA | 2.62 | 1.86 | 1.88 | 1.90 | NA | NA | 2.27 | NA | 0.75 | 2.38 | 1.32 | 1.39 | 1.74 | 2.32 | 1.84 | 1.93 | 2.07 | 1.86 | 1.85 | 2.03 | 2.20 | 1.86 | 2.00 | 2.59 | 2.08 | 2.18 | 2.08 | 1.93 | 1.98 | 1.97 | 1.58 | 1.51 | 1.46 | 2.43 | 2.31 | 3.08 | 2.97 | 3.53 | 3.36 | 3.05 | 3.34 | 1.69 |
Data as of 06/30/2025, AR inception is 10/30/1991
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Warren Buffett Index Fund Portfolio |
-13.73%
Mar 2000 - Mar 2003 |
-5.36%
Feb 2004 - Feb 2009 |
-2.40%
Feb 1999 - Feb 2009 |
3.83%
Aug 2000 - Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Warren Buffett Index Fund Portfolio |
30.04%
Mar 1995 - Mar 1998 |
26.25%
Dec 1994 - Dec 1999 |
14.96%
Sep 2011 - Sep 2021 |
14.42%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart