Last Update: 31 August 2020
The Roger Gibson Five Asset Portfolio obtained a 6.15% compound annual return, with a 10.38% standard deviation, in the last 10 years.
The Paul Farrell Second Grader's Starter Portfolio obtained a 11.05% compound annual return, with a 12.46% standard deviation, in the last 10 years.
Summary
Swipe left to see all data
| Roger Gibson Five Asset Portfolio | Paul Farrell Second Grader's Starter Portfolio | ||
|---|---|---|---|
| Risk | Very High | Very High | |
| Asset Allocation | Stocks | 60% | 90% |
| Fixed Income | 20% | 10% | |
| Commodities | 20% | 0% | |
| 10 Years Stats | Return | +6.15% | +11.05% |
| Std Dev | 10.38% | 12.46% | |
| Max Drawdown | -19.29% | -19.32% | |
Last Update: 31 August 2020
Historical Returns
The examinated historical serie starts from January 2007
Swipe left to see all data
| 1M | 3M | 6M | 1Y | 3Y(*) | 5Y(*) | 10Y(*) | MAX(*) | |
|---|---|---|---|---|---|---|---|---|
| Roger Gibson Five Asset Portfolio | +3.08 | +9.94 | +4.63 | +3.78 | +4.63 | +5.94 | +6.15 | +4.15 |
| Paul Farrell Second Grader's Starter Portfolio | +5.48 | +13.46 | +13.81 | +16.04 | +9.69 | +10.59 | +11.05 | +7.01 |
(*) annualized
Capital Growth
Drawdowns
Yearly Returns
Yearly return comparison. Common historical serie start from January 2007.
Swipe left to see all data
| Year | Roger Gibson Five Asset Portfolio | Paul Farrell Second Grader's Starter Portfolio |
|---|---|---|
| 2020 |
-2.71% | +5.38% |
| 2019 |
+20.35% | +25.83% |
| 2018 |
-7.26% | -7.40% |
| 2017 |
+12.32% | +21.30% |
| 2016 |
+9.61% | +9.42% |
| 2015 |
-5.77% | -1.16% |
| 2014 |
+3.39% | +6.75% |
| 2013 |
+8.12% | +24.11% |
| 2012 |
+12.31% | +15.86% |
| 2011 |
+0.22% | -2.83% |
| 2010 |
+15.28% | +14.62% |
| 2009 |
+23.98% | +28.98% |
| 2008 |
-29.02% | -34.54% |
| 2007 |
+8.47% | +8.57% |