Last Update: 31 August 2021

The Bogleheads Four Funds Portfolio obtained a 10.92% compound annual return, with a 11.04% standard deviation, in the last 10 years.

The Paul Farrell Second Grader's Starter Portfolio obtained a 12.19% compound annual return, with a 12.33% standard deviation, in the last 10 years.

Summary

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Bogleheads Four Funds 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 +10.92% +12.19%
Std Dev 11.04% 12.33%
Max Drawdown -17.10% -19.32%

Last Update: 31 August 2021

Historical Returns

The examinated historical serie starts from June 1991

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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) MAX(*)
Bogleheads Four Funds Portfolio +1.91 +4.07 +11.60 +24.66 +13.24 +12.89 +10.92 +8.66
Paul Farrell Second Grader's Starter Portfolio +2.20 +4.47 +12.76 +27.61 +14.28 +14.22 +12.19 +8.96
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from June 1991.

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Year Bogleheads Four Funds Portfolio Paul Farrell Second Grader's Starter Portfolio
2021
+13.56% +15.21%
2020
+15.71% +16.72%
2019
+23.60% +25.83%
2018
-7.02% -7.40%
2017
+19.47% +21.30%
2016
+8.61% +9.42%
2015
-1.37% -1.16%
2014
+5.85% +6.75%
2013
+19.92% +24.11%
2012
+14.85% +15.86%
2011
-1.60% -2.83%
2010
+13.49% +14.62%
2009
+26.98% +28.98%
2008
-30.83% -34.54%
2007
+9.23% +8.57%
2006
+16.29% +17.83%
2005
+8.31% +8.70%
2004
+13.90% +14.35%
2003
+28.68% +30.95%
2002
-12.27% -15.98%
2001
-9.93% -11.78%
2000
-7.07% -9.89%
1999
+20.36% +23.19%
1998
+18.10% +19.50%
1997
+17.48% +19.31%
1996
+12.38% +14.34%
1995
+23.21% +24.48%
1994
+1.95% +2.56%
1993
+16.83% +16.32%
1992
+1.70% +1.74%
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