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

Time Range:

Drawdowns

Time Range:

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%
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