Mebane Faber Ivy Portfolio vs Paul Farrell Second Grader's Starter Portfolio Portfolio Comparison

Simulation Settings
Period: January 1970 - February 2026 (~56 years)
Consolidated Returns as of 28 February 2026
Initial Amount: 1$
Rebalancing: at every Jan 1st
Currency: USD
Inflation: US
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The minimum date range must be at least 12 months. 'Date To' cannot be beyond February 2026.
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Results
30 Years
(1996/03 - 2026/02)
All Data
(1970/01 - 2026/02)
Inflation Adjusted:
Mebane Faber Mebane Faber Ivy Portfolio
1.00$
Invested Capital
March 1996
8.16$
Final Capital
February 2026
7.25%
Yearly Return
11.60%
Std Deviation
-47.39%
Max Drawdown
56months
Recovery Period
1.00$
Invested Capital
March 1996
3.86$
Final Capital
February 2026
4.61%
Yearly Return
11.60%
Std Deviation
-46.78%
Max Drawdown
67months
Recovery Period
1.00$
Invested Capital
January 1970
179.84$
Final Capital
February 2026
9.68%
Yearly Return
10.58%
Std Deviation
-47.39%
Max Drawdown
56months
Recovery Period
1.00$
Invested Capital
January 1970
20.70$
Final Capital
February 2026
5.54%
Yearly Return
10.58%
Std Deviation
-46.78%
Max Drawdown
67months
Recovery Period
Paul Farrell Paul Farrell Second Grader's Starter Portfolio
1.00$
Invested Capital
March 1996
11.97$
Final Capital
February 2026
8.63%
Yearly Return
13.91%
Std Deviation
-48.52%
Max Drawdown
59months
Recovery Period
1.00$
Invested Capital
March 1996
5.66$
Final Capital
February 2026
5.95%
Yearly Return
13.91%
Std Deviation
-49.37%
Max Drawdown
66months
Recovery Period
1.00$
Invested Capital
January 1970
226.82$
Final Capital
February 2026
10.14%
Yearly Return
13.83%
Std Deviation
-48.52%
Max Drawdown
59months
Recovery Period
1.00$
Invested Capital
January 1970
26.11$
Final Capital
February 2026
5.98%
Yearly Return
13.83%
Std Deviation
-49.37%
Max Drawdown
66months
Recovery Period

As of February 2026, in the previous 30 Years, the Mebane Faber Ivy Portfolio obtained a 7.25% compound annual return, with a 11.60% standard deviation. It suffered a maximum drawdown of -47.39% that required 56 months to be recovered.

As of February 2026, in the previous 30 Years, the Paul Farrell Second Grader's Starter Portfolio obtained a 8.63% compound annual return, with a 13.91% standard deviation. It suffered a maximum drawdown of -48.52% that required 59 months to be recovered.

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Disclaimer: The simulations on this website are provided in good faith but should NOT be taken as investment advice. We are not liable for any errors or actions based on this information. The authors of the website are not affiliated with the portfolio creators, who are the sole owners of their intellectual property. The translation of asset allocations into ETFs is based on the interpretation of LazyPortfolioETF.com and may not exactly reflect the original intent of the portfolio creators. Content is for informational, educational, illustrative, and entertainment purposes only.

Asset Allocations and ETFs

The compared portfolios have the following asset allocations.

Mebane Faber
Mebane Faber Ivy Portfolio
Weight
(%)		 Ticker Name
20.00
VTI
Vanguard Total Stock Market
20.00
VEU
Vanguard FTSE All-World ex-US
20.00
VNQ
Vanguard Real Estate
20.00
BND
Vanguard Total Bond Market
20.00
GSG
iShares S&P GSCI Commodity Indexed Trust
Paul Farrell
Paul Farrell Second Grader's Starter Portfolio
Weight
(%)		 Ticker Name
60.00
VTI
Vanguard Total Stock Market
30.00
VEU
Vanguard FTSE All-World ex-US
10.00
BND
Vanguard Total Bond Market
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Portfolio Returns as of Feb 28, 2026

Returns are calculated in USD, assuming:
  • no fees or capital gain taxes.
  • rebalancing: at every Jan 1st.
  • dividend reinvestment, when applicable.
Return Comparison
Capital Growth
30 Years
(1996/03 - 2026/02)
All Data
(1970/01 - 2026/02)
Inflation Adjusted:
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Initial Amount $ Final Amount $ Total Return (%) Annualized (%)
Mebane Faber Ivy Portfolio
Mebane Faber 		1 $ 8.16 $ 716.37% 7.25%
Paul Farrell Second Grader's Starter
Paul Farrell 		1 $ 11.97 $ 1 097.02% 8.63%
Mar 1996 Feb 2026

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Initial Amount $ Final Amount $ Total Return (%) Annualized (%)
Mebane Faber Ivy Portfolio
Mebane Faber 		1 $ 3.86 $ 286.32% 4.61%
Paul Farrell Second Grader's Starter
Paul Farrell 		1 $ 5.66 $ 466.45% 5.95%
Mar 1996 Feb 2026

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Initial Amount $ Final Amount $ Total Return (%) Annualized (%)
Mebane Faber Ivy Portfolio
Mebane Faber 		1 $ 179.84 $ 17 883.60% 9.68%
Paul Farrell Second Grader's Starter
Paul Farrell 		1 $ 226.82 $ 22 581.94% 10.14%
Jan 1970 Feb 2026

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Initial Amount $ Final Amount $ Total Return (%) Annualized (%)
Mebane Faber Ivy Portfolio
Mebane Faber 		1 $ 20.70 $ 1 969.90% 5.54%
Paul Farrell Second Grader's Starter
Paul Farrell 		1 $ 26.11 $ 2 510.67% 5.98%
Jan 1970 Feb 2026

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Return (%) as of Feb 28, 2026
YTD
(2M) 		1M 6M 1Y 5Y 10Y 30Y MAX
(~56Y)
http://www.lazyportfolioetf.com/wp-content/themes/dynamico-child/img/author/avatar_mebane_faber.webp Ivy Portfolio
Mebane Faber 		6.96 2.73 10.46 17.09 8.97 8.77 7.25 9.68
http://www.lazyportfolioetf.com/wp-content/themes/dynamico-child/img/author/avatar_paul_farrell.webp Second Grader's Starter
Paul Farrell 		4.18 1.47 10.84 22.53 10.84 12.58 8.63 10.14
Returns over 1 year are annualized.
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Portfolio Metrics as of Feb 28, 2026

The following metrics, updated as of 28 February 2026, provide an overview of performance and risk, with the best value in each row highlighted within the table.

METRIC COMPARISON
Period: 1 March 2025 - 28 February 2026 (1 year)
Period: 1 March 2021 - 28 February 2026 (5 years)
Period: 1 March 2016 - 28 February 2026 (10 years)
Period: 1 March 1996 - 28 February 2026 (30 years)
Period: 1 January 1970 - 28 February 2026 (~56 years)
1 Year
5 Years
10 Years
30 Years
All (1970/01 - 2026/02)
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Ivy Portfolio Second Grader's Starter
Author Mebane Faber Paul Farrell
ASSET ALLOCATION
Stocks 60% 90%
Fixed Income 20% 10%
Commodities 20% 0%
PERFORMANCES
Annualized Return (%) 17.09 22.53
Infl. Adjusted (%) 14.35 19.66
DRAWDOWN
Deepest Drawdown Depth (%) -2.84 -3.34
Start to Recovery (months) 4 3
Longest Drawdown Depth (%) -2.84 -3.34
Start to Recovery (months) 4 3
Longest Negative Period (months) 3 2
RISK INDICATORS
Standard Deviation (%) 5.82 7.24
Sharpe Ratio 2.24 2.55
Sortino Ratio 3.04 3.35
Ulcer Index 0.85 1.22
Ratio: Return / Standard Deviation 2.94 3.11
Ratio: Return / Deepest Drawdown 6.02 6.76
Metrics calculated over the period 1 March 2025 - 28 February 2026
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Ivy Portfolio Second Grader's Starter
Author Mebane Faber Paul Farrell
ASSET ALLOCATION
Stocks 60% 90%
Fixed Income 20% 10%
Commodities 20% 0%
PERFORMANCES
Annualized Return (%) 8.97 10.84
Infl. Adjusted (%) 4.33 6.13
DRAWDOWN
Deepest Drawdown Depth (%) -16.46 -24.21
Start to Recovery (months) 24 26
Longest Drawdown Depth (%) -16.46 -24.21
Start to Recovery (months) 24 26
Longest Negative Period (months) 30 31
RISK INDICATORS
Standard Deviation (%) 10.70 13.13
Sharpe Ratio 0.54 0.58
Sortino Ratio 0.69 0.76
Ulcer Index 5.28 8.09
Ratio: Return / Standard Deviation 0.84 0.83
Ratio: Return / Deepest Drawdown 0.54 0.45
Metrics calculated over the period 1 March 2021 - 28 February 2026
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Ivy Portfolio Second Grader's Starter
Author Mebane Faber Paul Farrell
ASSET ALLOCATION
Stocks 60% 90%
Fixed Income 20% 10%
Commodities 20% 0%
PERFORMANCES
Annualized Return (%) 8.77 12.58
Infl. Adjusted (%) 5.32 9.01
DRAWDOWN
Deepest Drawdown Depth (%) -21.77 -24.21
Start to Recovery (months) 12 26
Longest Drawdown Depth (%) -16.46 -24.21
Start to Recovery (months) 24 26
Longest Negative Period (months) 45 31
RISK INDICATORS
Standard Deviation (%) 11.34 13.26
Sharpe Ratio 0.59 0.79
Sortino Ratio 0.74 1.03
Ulcer Index 5.31 6.45
Ratio: Return / Standard Deviation 0.77 0.95
Ratio: Return / Deepest Drawdown 0.40 0.52
Metrics calculated over the period 1 March 2016 - 28 February 2026
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Ivy Portfolio Second Grader's Starter
Author Mebane Faber Paul Farrell
ASSET ALLOCATION
Stocks 60% 90%
Fixed Income 20% 10%
Commodities 20% 0%
PERFORMANCES
Annualized Return (%) 7.25 8.63
Infl. Adjusted (%) 4.61 5.95
DRAWDOWN
Deepest Drawdown Depth (%) -47.39 -48.52
Start to Recovery (months) 56 59
Longest Drawdown Depth (%) -47.39 -39.03
Start to Recovery (months) 56 64
Longest Negative Period (months) 93 131
RISK INDICATORS
Standard Deviation (%) 11.60 13.91
Sharpe Ratio 0.43 0.46
Sortino Ratio 0.55 0.60
Ulcer Index 9.24 12.78
Ratio: Return / Standard Deviation 0.63 0.62
Ratio: Return / Deepest Drawdown 0.15 0.18
Metrics calculated over the period 1 March 1996 - 28 February 2026
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Ivy Portfolio Second Grader's Starter
Author Mebane Faber Paul Farrell
ASSET ALLOCATION
Stocks 60% 90%
Fixed Income 20% 10%
Commodities 20% 0%
PERFORMANCES
Annualized Return (%) 9.68 10.14
Infl. Adjusted (%) 5.54 5.98
DRAWDOWN
Deepest Drawdown Depth (%) -47.39 -48.52
Start to Recovery (months) 56 59
Longest Drawdown Depth (%) -47.39 -39.03
Start to Recovery (months) 56 64
Longest Negative Period (months) 93 131
RISK INDICATORS
Standard Deviation (%) 10.58 13.83
Sharpe Ratio 0.50 0.41
Sortino Ratio 0.64 0.55
Ulcer Index 7.10 10.79
Ratio: Return / Standard Deviation 0.92 0.73
Ratio: Return / Deepest Drawdown 0.20 0.21
Metrics calculated over the period 1 January 1970 - 28 February 2026
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Drawdowns

A drawdown refers to the decline in value from a relative peak value to a relative trough. A maximum drawdown is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained.

DRAWDOWN COMPARISON
Period: 1 March 1996 - 28 February 2026 (30 years)
Period: 1 January 1970 - 28 February 2026 (~56 years)
30 Years
(1996/03 - 2026/02)

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Ivy Portfolio Second Grader's Starter
Drawdown
(%) 		Recovery
(#Months)		 From
To		 Drawdown
(%) 		Recovery
(#Months)		 From
To
-48.52 59 Nov 2007
Sep 2012
-47.39 56 Jun 2008
Jan 2013
-39.03 64 Apr 2000
Jul 2005
-24.21 26 Jan 2022
Feb 2024
-21.77 12 Jan 2020
Dec 2020
-19.32 8 Jan 2020
Aug 2020
-16.46 24 Apr 2022
Mar 2024
-15.89 37 Jul 2014
Jul 2017
-14.32 5 Jul 1998
Nov 1998
-13.25 13 Apr 1998
Apr 1999
-11.99 7 Oct 2018
Apr 2019
-11.43 28 Feb 2001
May 2003
-11.00 7 Oct 2018
Apr 2019
-10.88 14 Jun 2015
Jul 2016
-6.08 6 Nov 2007
Apr 2008

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Ivy Portfolio Second Grader's Starter
Drawdown
(%) 		Recovery
(#Months)		 From
To		 Drawdown
(%) 		Recovery
(#Months)		 From
To
-48.52 59 Nov 2007
Sep 2012
-47.39 56 Jun 2008
Jan 2013
-39.03 64 Apr 2000
Jul 2005
-38.74 39 Jan 1973
Mar 1976
-24.21 26 Jan 2022
Feb 2024
-21.77 12 Jan 2020
Dec 2020
-21.75 17 Sep 1987
Jan 1989
-19.60 12 Jan 1970
Dec 1970
-19.32 8 Jan 2020
Aug 2020
-17.61 23 Dec 1980
Oct 1982
-16.95 14 Jan 1990
Feb 1991
-16.46 24 Apr 2022
Mar 2024
-15.89 37 Jul 2014
Jul 2017
-14.32 5 Jul 1998
Nov 1998
-13.25 13 Apr 1998
Apr 1999

Rolling Returns

By selecting the 'Rolling Period', the chart and data will update. To study a different date range, change the Simulation Settings.

You can explore the Rolling Returns for a single portfolio, or check the return differential, by switching on "Head To Head" toggle.

Rolling Returns Comparison
Annualized Rolling Returns Chart
Rolling Returns Chart - Inflation Adjusted
Time Period: 1 January 1970 - 28 February 2026 (~56 years)


Head To Head (Ptf 1 vs Ptf 2):
US Inflation Adjusted:

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Yearly Returns

For each year, the following table provides the return and intra-year drawdown. The highlighted returns represent the highest values for that specific year.

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Ivy Portfolio Second Grader's Starter
Year Return
(%)		 Drawdown
(%)		 Return
(%)		 Drawdown
(%)
2026
 6.96 0.00 4.18 0.00
2025
 13.14 -2.84 20.67 -3.62
2024
 8.82 -3.17 16.09 -3.63
2023
 10.72 -7.72 20.93 -9.14
2022
 -10.08 -16.46 -17.70 -24.21
2021
 22.27 -4.02 17.70 -3.84
2020
 2.25 -21.77 16.72 -19.32
2019
 21.16 -3.82 25.83 -5.44
2018
 -7.88 -11.00 -7.40 -11.99
2017
 12.20 -0.65 21.30 0.00
2016
 7.80 -4.52 9.42 -5.60
2015
 -7.10 -9.47 -1.16 -9.62
2014
 2.25 -5.17 6.75 -3.49
2013
 9.20 -3.80 24.11 -2.56
2012
 11.11 -6.84 15.86 -7.88
2011
 0.04 -15.74 -2.83 -17.88
2010
 14.19 -9.36 14.62 -11.38
2009
 22.28 -18.34 28.98 -17.20
2008
 -31.26 -38.00 -34.54 -37.04
2007
 8.59 -3.39 8.57 -5.03
2006
 15.77 -2.05 17.83 -3.36
2005
 11.34 -3.60 8.70 -3.82
2004
 17.00 -5.89 14.35 -3.09
2003
 28.11 -2.13 30.95 -4.37
2002
 3.82 -5.15 -15.98 -22.25
2001
 -8.45 -11.43 -11.78 -21.62
2000
 12.26 -2.94 -9.89 -14.07
1999
 17.97 -2.78 23.19 -3.08
1998
 -0.93 -13.25 19.50 -14.32
1997
 8.87 -3.23 19.31 -4.84
1996
 19.40 -2.64 14.34 -4.50
1995
 18.09 -1.03 24.48 -1.28
1994
 0.77 -6.49 2.56 -5.09
1993
 11.51 -5.04 16.32 -4.22
1992
 4.09 -3.09 1.74 -4.65
1991
 17.33 -3.31 23.80 -4.67
1990
 -1.70 -7.21 -10.22 -16.95
1989
 20.35 -1.48 22.09 -2.57
1988
 18.35 -1.99 18.82 -3.47
1987
 10.95 -11.40 10.87 -21.75
1986
 22.86 -3.01 29.27 -5.18
1985
 26.65 -0.47 36.18 -2.85
1984
 8.40 -3.66 3.66 -8.18
1983
 19.70 -1.57 21.23 -3.07
1982
 16.68 -4.00 14.99 -12.58
1981
 -3.14 -8.21 -2.74 -11.40
1980
 18.97 -10.97 27.18 -10.99
1979
 21.71 -6.97 17.88 -7.18
1978
 16.56 -5.04 14.57 -8.59
1977
 9.30 -1.92 2.89 -4.35
1976
 15.62 -2.43 17.93 -2.79
1975
 15.63 -5.46 32.69 -11.35
1974
 -4.73 -12.61 -22.01 -29.06
1973
 6.86 -6.06 -13.91 -15.04
1972
 21.95 -0.17 22.52 -1.37
1971
 16.81 -4.23 21.01 -5.36
1970
 5.11 -11.16 0.25 -19.60
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