Last Update: 31 August 2020
The Mebane Faber Ivy Portfolio obtained a 5.33% compound annual return, with a 10.86% 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
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| Mebane Faber Ivy 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 | +5.33% | +11.05% |
| Std Dev | 10.86% | 12.46% | |
| Max Drawdown | -21.77% | -19.32% | |
Last Update: 31 August 2020
Historical Returns
The examinated historical serie starts from January 2007
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| 1M | 3M | 6M | 1Y | 3Y(*) | 5Y(*) | 10Y(*) | MAX(*) | |
|---|---|---|---|---|---|---|---|---|
| Mebane Faber Ivy Portfolio | +3.01 | +9.74 | +2.14 | +0.86 | +3.72 | +4.67 | +5.33 | +3.17 |
| 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.
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| Year | Mebane Faber Ivy Portfolio | Paul Farrell Second Grader's Starter Portfolio |
|---|---|---|
| 2020 |
-5.55% | +5.38% |
| 2019 |
+21.16% | +25.83% |
| 2018 |
-7.88% | -7.40% |
| 2017 |
+12.20% | +21.30% |
| 2016 |
+7.80% | +9.42% |
| 2015 |
-7.10% | -1.16% |
| 2014 |
+2.25% | +6.75% |
| 2013 |
+9.20% | +24.11% |
| 2012 |
+11.11% | +15.86% |
| 2011 |
+0.04% | -2.83% |
| 2010 |
+14.19% | +14.62% |
| 2009 |
+22.28% | +28.98% |
| 2008 |
-31.26% | -34.54% |
| 2007 |
+8.59% | +8.57% |