Last Update: 31 January 2021

The Aggressive Global Income Portfolio obtained a 6.63% compound annual return, with a 12.23% standard deviation, in the last 10 years.

The Paul Farrell Second Grader's Starter Portfolio obtained a 10.1% compound annual return, with a 12.59% standard deviation, in the last 10 years.

Summary

Swipe left to see all data
Aggressive Global Income Portfolio Paul Farrell Second Grader's Starter Portfolio
Risk Very High Very High
Asset Allocation Stocks 80% 90%
Fixed Income 20% 10%
Commodities 0% 0%
10 Years Stats Return +6.63% +10.10%
Std Dev 12.23% 12.59%
Max Drawdown -23.84% -19.32%

Last Update: 31 January 2021

Historical Returns

The examinated historical serie starts from March 2008

Swipe left to see all data
1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) MAX(*)
Aggressive Global Income Portfolio -0.07 +14.23 +13.02 +1.15 +2.20 +8.65 +6.63 +5.71
Paul Farrell Second Grader's Starter Portfolio -0.17 +15.74 +16.63 +17.53 +9.04 +13.66 +10.10 +8.18
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from March 2008.

Swipe left to see all data
Year Aggressive Global Income Portfolio Paul Farrell Second Grader's Starter Portfolio
2021
-0.07% -0.17%
2020
-1.13% +16.72%
2019
+19.97% +25.83%
2018
-8.07% -7.40%
2017
+13.53% +21.30%
2016
+18.29% +9.42%
2015
-6.99% -1.16%
2014
+3.96% +6.75%
2013
+19.30% +24.11%
2012
+12.95% +15.86%
2011
+0.62% -2.83%
2010
+14.37% +14.62%
2009
+33.97% +28.98%
Share this page