Last Update: 31 August 2021

The Burton Malkiel Mid-Twenties Portfolio obtained a 10.47% compound annual return, with a 12.02% 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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Burton Malkiel Mid-Twenties Portfolio Paul Farrell Second Grader's Starter Portfolio
Risk Very High Very High
Asset Allocation Stocks 87% 90%
Fixed Income 13% 10%
Commodities 0% 0%
10 Years Stats Return +10.47% +12.19%
Std Dev 12.02% 12.33%
Max Drawdown -19.80% -19.32%

Last Update: 31 August 2021

Historical Returns

The examinated historical serie starts from January 1999

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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) MAX(*)
Burton Malkiel Mid-Twenties Portfolio +1.93 +3.66 +11.63 +25.73 +12.74 +12.24 +10.47 +8.42
Paul Farrell Second Grader's Starter Portfolio +2.20 +4.47 +12.76 +27.61 +14.28 +14.22 +12.19 +7.44
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 1999.

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Year Burton Malkiel Mid-Twenties Portfolio Paul Farrell Second Grader's Starter Portfolio
2021
+13.66% +15.21%
2020
+12.95% +16.72%
2019
+24.15% +25.83%
2018
-7.95% -7.40%
2017
+21.11% +21.30%
2016
+8.95% +9.42%
2015
-2.79% -1.16%
2014
+6.93% +6.75%
2013
+16.66% +24.11%
2012
+16.07% +15.86%
2011
-3.11% -2.83%
2010
+15.09% +14.62%
2009
+32.24% +28.98%
2008
-34.16% -34.54%
2007
+8.80% +8.57%
2006
+21.60% +17.83%
2005
+12.41% +8.70%
2004
+16.58% +14.35%
2003
+35.10% +30.95%
2002
-10.76% -15.98%
2001
-3.19% -11.78%
2000
-6.29% -9.89%
1999
+24.62% +23.19%
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