Paul Farrell Second Grader's Starter vs Aggressive Global Income Portfolio Comparison

Last Update: 29 February 2024

The Paul Farrell Second Grader's Starter Portfolio obtained a 8.26% compound annual return, with a 13.87% standard deviation, in the last 30 Years.

The Aggressive Global Income Portfolio obtained a 8.62% compound annual return, with a 14.42% standard deviation, in the last 30 Years.

Summary

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Paul Farrell Second Grader's Starter Portfolio Aggressive Global Income Portfolio
Portfolio Risk Very High Very High
Asset Allocation Stocks 90% 80%
Fixed Income 10% 20%
Commodities 0% 0%
30 Years Stats Return +8.26% +8.62%
Std Dev 13.87% 14.42%
Max Drawdown -48.52% -52.63%
All time Stats
(Since Jan 1979)
Return +10.42% +10.97%
Std Dev 13.81% 14.00%
Max Drawdown -48.52% -52.63%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1979

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1M 6M 1Y 5Y 10Y 30Y MAX
Paul Farrell Second Grader's Starter Portfolio +4.01 +10.79 +21.33 +10.19 +8.69 +8.26 +10.42
Aggressive Global Income Portfolio +0.75 +6.19 +8.63 +5.27 +5.36 +8.62 +10.97
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Paul Farrell Second Grader's Starter Portfolio: an investment of 1$, since March 1994, now would be worth 10.82$, with a total return of 982.33% (8.26% annualized).

Aggressive Global Income Portfolio: an investment of 1$, since March 1994, now would be worth 11.93$, with a total return of 1093.25% (8.62% annualized).

Paul Farrell Second Grader's Starter Portfolio: an investment of 1$, since January 1979, now would be worth 87.94$, with a total return of 8694.24% (10.42% annualized).

Aggressive Global Income Portfolio: an investment of 1$, since January 1979, now would be worth 110.05$, with a total return of 10905.44% (10.97% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Paul Farrell Second Grader's Starter Portfolio
Aggressive Global Income Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-52.63% Nov 2007 Feb 2009 (16) Apr 2011 (42) 23.73
-48.52% Nov 2007 Feb 2009 (16) Sep 2012 (59) 20.36
-39.03% Apr 2000 Sep 2002 (30) Jul 2005 (64) 20.73
-27.39% Mar 2000 Sep 2002 (31) Dec 2003 (46) 15.98
-24.21% Jan 2022 Sep 2022 (9) Feb 2024 (26) 12.05
-23.84% Jan 2020 Mar 2020 (3) Feb 2021 (14) 11.83
-19.32% Jan 2020 Mar 2020 (3) Aug 2020 (8) 8.35
-18.06% Jan 2022 Sep 2022 (9) Dec 2023 (24) 7.09
-17.13% May 2011 Sep 2011 (5) Sep 2012 (17) 6.79
-15.46% May 1998 Aug 1998 (4) Jun 1999 (14) 7.15
-14.32% Jul 1998 Aug 1998 (2) Nov 1998 (5) 7.70
-13.63% May 2015 Jan 2016 (9) Jul 2016 (15) 7.95
-11.99% Oct 2018 Dec 2018 (3) Apr 2019 (7) 5.73
-10.88% Jun 2015 Feb 2016 (9) Jul 2016 (14) 5.67
-9.93% Feb 2018 Dec 2018 (11) Apr 2019 (15) 3.94
-5.44% May 2019 May 2019 (1) Jun 2019 (2) 3.14
-5.17% Feb 2018 Mar 2018 (2) Aug 2018 (7) 3.49
-5.15% Mar 2005 Apr 2005 (2) Jul 2005 (5) 2.52
-4.84% Aug 1997 Aug 1997 (1) Sep 1997 (2) 2.80
-4.74% May 2019 May 2019 (1) Jun 2019 (2) 2.74

Drawdown comparison chart since January 1979.

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Paul Farrell Second Grader's Starter Portfolio
Aggressive Global Income Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-52.63% Nov 2007 Feb 2009 (16) Apr 2011 (42) 23.73
-48.52% Nov 2007 Feb 2009 (16) Sep 2012 (59) 20.36
-39.03% Apr 2000 Sep 2002 (30) Jul 2005 (64) 20.73
-27.39% Mar 2000 Sep 2002 (31) Dec 2003 (46) 15.98
-24.21% Jan 2022 Sep 2022 (9) Feb 2024 (26) 12.05
-23.84% Jan 2020 Mar 2020 (3) Feb 2021 (14) 11.83
-21.75% Sep 1987 Nov 1987 (3) Jan 1989 (17) 10.60
-21.38% Sep 1987 Nov 1987 (3) Jan 1989 (17) 10.01
-19.32% Jan 2020 Mar 2020 (3) Aug 2020 (8) 8.35
-19.23% Jan 1990 Sep 1990 (9) May 1991 (17) 9.50
-18.06% Jan 2022 Sep 2022 (9) Dec 2023 (24) 7.09
-17.61% Dec 1980 Jul 1982 (20) Oct 1982 (23) 8.79
-17.13% May 2011 Sep 2011 (5) Sep 2012 (17) 6.79
-16.95% Jan 1990 Sep 1990 (9) Feb 1991 (14) 8.77
-15.46% May 1998 Aug 1998 (4) Jun 1999 (14) 7.15
-14.32% Jul 1998 Aug 1998 (2) Nov 1998 (5) 7.70
-13.63% May 2015 Jan 2016 (9) Jul 2016 (15) 7.95
-11.99% Oct 2018 Dec 2018 (3) Apr 2019 (7) 5.73
-11.49% Feb 1980 Mar 1980 (2) Jun 1980 (5) 5.68
-10.99% Feb 1980 Mar 1980 (2) Jun 1980 (5) 5.20

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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Year Return Drawdown Return Drawdown
2024
+4.17%
0.00%
-0.21%
-0.95%
2023
+20.93%
-9.14%
+11.91%
-7.58%
2022
-17.70%
-24.21%
-8.43%
-18.06%
2021
+17.70%
-3.84%
+17.07%
-3.13%
2020
+16.72%
-19.32%
-1.13%
-23.84%
2019
+25.83%
-5.44%
+19.97%
-4.74%
2018
-7.40%
-11.99%
-8.07%
-9.93%
2017
+21.30%
0.00%
+13.53%
-0.18%
2016
+9.42%
-5.60%
+18.29%
-3.34%
2015
-1.16%
-9.62%
-6.99%
-13.07%
2014
+6.75%
-3.49%
+3.96%
-4.21%
2013
+24.11%
-2.56%
+19.30%
-3.15%
2012
+15.86%
-7.88%
+12.95%
-7.73%
2011
-2.83%
-17.88%
+0.62%
-17.13%
2010
+14.62%
-11.38%
+14.37%
-10.71%
2009
+28.98%
-17.20%
+33.97%
-22.88%
2008
-34.54%
-37.04%
-34.21%
-38.73%
2007
+8.57%
-5.03%
+3.78%
-6.63%
2006
+17.83%
-3.36%
+21.69%
-3.86%
2005
+8.70%
-3.82%
+12.70%
-5.15%
2004
+14.35%
-3.09%
+16.76%
-2.82%
2003
+30.95%
-4.37%
+32.98%
-2.92%
2002
-15.98%
-22.25%
-7.54%
-18.13%
2001
-11.78%
-21.62%
-4.83%
-16.72%
2000
-9.89%
-14.07%
-0.62%
-14.41%
1999
+23.19%
-3.08%
+48.88%
-3.02%
1998
+19.50%
-14.32%
+8.84%
-15.46%
1997
+19.31%
-4.84%
+18.82%
-3.75%
1996
+14.34%
-4.50%
+13.71%
-4.27%
1995
+24.48%
-1.28%
+24.10%
-1.27%
1994
+2.56%
-5.09%
+2.10%
-5.06%
1993
+16.32%
-4.22%
+19.15%
-4.01%
1992
+1.74%
-4.65%
+3.24%
-3.34%
1991
+23.80%
-4.67%
+24.91%
-4.27%
1990
-10.22%
-16.95%
-13.87%
-19.23%
1989
+22.09%
-2.57%
+17.94%
-3.26%
1988
+18.82%
-3.47%
+21.28%
-3.17%
1987
+10.87%
-21.75%
+8.36%
-21.38%
1986
+29.27%
-5.18%
+32.40%
-3.91%
1985
+36.18%
-2.85%
+37.47%
-2.20%
1984
+3.66%
-8.18%
+6.06%
-6.93%
1983
+21.23%
-3.07%
+24.33%
-2.44%
1982
+14.99%
-12.58%
+20.53%
-7.77%
1981
-2.74%
-11.40%
+4.76%
-9.45%
1980
+27.18%
-10.99%
+21.29%
-11.49%
1979
+17.88%
-7.18%
+17.54%
-7.85%