Last Update: 31 March 2024
The Paul Farrell Second Grader's Starter Portfolio obtained a 8.50% compound annual return, with a 13.85% standard deviation, in the last 30 Years.
The Bill Bernstein Sheltered Sam 80/20 Portfolio obtained a 8.48% compound annual return, with a 12.18% standard deviation, in the last 30 Years.
Summary
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| Paul Farrell Second Grader's Starter Portfolio | Bill Bernstein Sheltered Sam 80/20 Portfolio | ||
|---|---|---|---|
| Portfolio Risk | Very High | Very High | |
| Asset Allocation | Stocks | 90% | 77.6% |
| Fixed Income | 10% | 20% | |
| Commodities | 0% | 2.4% | |
| 30 Years Stats | Return | +8.50% | +8.48% |
| Std Dev | 13.85% | 12.18% | |
| Max Drawdown | -48.52% | -45.06% | |
| All time Stats (Since Jan 1985) |
Return | +10.05% | +10.09% |
| Std Dev | 13.73% | 12.12% | |
| Max Drawdown | -48.52% | -45.06% | |
| Last Update: 31 March 2024 | |||
Historical Returns as of Mar 31, 2024
Comparison period starts from January 1985
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| 1M | 6M | 1Y | 5Y | 10Y | 30Y | MAX | |
|---|---|---|---|---|---|---|---|
| Paul Farrell Second Grader's Starter Portfolio | +2.84 | +18.90 | +21.44 | +10.51 | +8.95 | +8.50 | +10.05 |
| Bill Bernstein Sheltered Sam 80/20 Portfolio | +3.01 | +15.01 | +14.42 | +8.11 | +7.20 | +8.48 | +10.09 |
| Return over 1 year are annualized. |
Capital Growth as of Mar 31, 2024
Paul Farrell Second Grader's Starter Portfolio: an investment of 1$, since April 1994,
now would be worth 11.57$, with a total return of 1056.76%
(8.50% annualized).
Bill Bernstein Sheltered Sam 80/20 Portfolio: an investment of 1$, since April 1994, now would be worth 11.48$, with a total return of 1048.48% (8.48% annualized).
Bill Bernstein Sheltered Sam 80/20 Portfolio: an investment of 1$, since April 1994, now would be worth 11.48$, with a total return of 1048.48% (8.48% annualized).
Paul Farrell Second Grader's Starter Portfolio: an investment of 1$, since January 1985,
now would be worth 42.92$, with a total return of 4191.97%
(10.05% annualized).
Bill Bernstein Sheltered Sam 80/20 Portfolio: an investment of 1$, since January 1985, now would be worth 43.45$, with a total return of 4245.08% (10.09% annualized).
Bill Bernstein Sheltered Sam 80/20 Portfolio: an investment of 1$, since January 1985, now would be worth 43.45$, with a total return of 4245.08% (10.09% annualized).
Drawdowns
Drawdown comparison chart since April 1994.
Swipe left to see all data
|
Paul Farrell Second Grader's Starter Portfolio
|
Bill Bernstein Sheltered Sam 80/20 Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -48.52% | Nov 2007 | Feb 2009 (16) | Sep 2012 (59) | 20.36 | |||||
| -45.06% | Nov 2007 | Feb 2009 (16) | Feb 2011 (40) | 21.00 | |||||
| -39.03% | Apr 2000 | Sep 2002 (30) | Jul 2005 (64) | 20.73 | |||||
| -24.21% | Jan 2022 | Sep 2022 (9) | Feb 2024 (26) | 12.05 | |||||
| -19.89% | Jan 2020 | Mar 2020 (3) | Nov 2020 (11) | 8.97 | |||||
| -19.32% | Jan 2020 | Mar 2020 (3) | Aug 2020 (8) | 8.35 | |||||
| -19.11% | Jan 2022 | Sep 2022 (9) | Dec 2023 (24) | 8.96 | |||||
| -17.81% | Feb 2001 | Sep 2002 (20) | Aug 2003 (31) | 9.47 | |||||
| -15.67% | May 2011 | Sep 2011 (5) | Mar 2012 (11) | 6.80 | |||||
| -15.46% | May 1998 | Aug 1998 (4) | Apr 1999 (12) | 6.01 | |||||
| -14.32% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 7.70 | |||||
| -11.99% | Oct 2018 | Dec 2018 (3) | Apr 2019 (7) | 5.73 | |||||
| -10.88% | Jun 2015 | Feb 2016 (9) | Jul 2016 (14) | 5.67 | |||||
| -10.52% | Sep 2018 | Dec 2018 (4) | Apr 2019 (8) | 4.60 | |||||
| -8.25% | Jun 2015 | Jan 2016 (8) | Jun 2016 (13) | 4.55 | |||||
| -6.35% | Apr 2012 | May 2012 (2) | Sep 2012 (6) | 2.72 | |||||
| -5.44% | May 2019 | May 2019 (1) | Jun 2019 (2) | 3.14 | |||||
| -5.44% | Sep 2000 | Nov 2000 (3) | Jan 2001 (5) | 2.47 | |||||
| -5.17% | Feb 2018 | Mar 2018 (2) | Aug 2018 (7) | 3.49 | |||||
| -5.10% | Sep 1994 | Nov 1994 (3) | Mar 1995 (7) | 2.86 | |||||
Drawdown comparison chart since January 1985.
Swipe left to see all data
|
Paul Farrell Second Grader's Starter Portfolio
|
Bill Bernstein Sheltered Sam 80/20 Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -48.52% | Nov 2007 | Feb 2009 (16) | Sep 2012 (59) | 20.36 | |||||
| -45.06% | Nov 2007 | Feb 2009 (16) | Feb 2011 (40) | 21.00 | |||||
| -39.03% | Apr 2000 | Sep 2002 (30) | Jul 2005 (64) | 20.73 | |||||
| -24.21% | Jan 2022 | Sep 2022 (9) | Feb 2024 (26) | 12.05 | |||||
| -21.75% | Sep 1987 | Nov 1987 (3) | Jan 1989 (17) | 10.60 | |||||
| -21.01% | Sep 1987 | Nov 1987 (3) | Jan 1989 (17) | 10.29 | |||||
| -19.89% | Jan 2020 | Mar 2020 (3) | Nov 2020 (11) | 8.97 | |||||
| -19.32% | Jan 2020 | Mar 2020 (3) | Aug 2020 (8) | 8.35 | |||||
| -19.11% | Jan 2022 | Sep 2022 (9) | Dec 2023 (24) | 8.96 | |||||
| -17.81% | Feb 2001 | Sep 2002 (20) | Aug 2003 (31) | 9.47 | |||||
| -16.95% | Jan 1990 | Sep 1990 (9) | Feb 1991 (14) | 8.77 | |||||
| -15.67% | May 2011 | Sep 2011 (5) | Mar 2012 (11) | 6.80 | |||||
| -15.46% | May 1998 | Aug 1998 (4) | Apr 1999 (12) | 6.01 | |||||
| -14.32% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 7.70 | |||||
| -13.50% | Jan 1990 | Sep 1990 (9) | Feb 1991 (14) | 6.84 | |||||
| -11.99% | Oct 2018 | Dec 2018 (3) | Apr 2019 (7) | 5.73 | |||||
| -10.88% | Jun 2015 | Feb 2016 (9) | Jul 2016 (14) | 5.67 | |||||
| -10.52% | Sep 2018 | Dec 2018 (4) | Apr 2019 (8) | 4.60 | |||||
| -8.25% | Jun 2015 | Jan 2016 (8) | Jun 2016 (13) | 4.55 | |||||
| -6.62% | Feb 1994 | Mar 1994 (2) | Apr 1995 (15) | 4.19 | |||||
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.
The highlighted returns represent the highest values for that specific year.
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| Year | Return | Drawdown | Return | Drawdown |
|---|---|---|---|---|
| 2024 |
+7.12%
|
0.00% |
+4.36%
|
-1.09% |
| 2023 |
+20.93%
|
-9.14% |
+13.20%
|
-8.79% |
| 2022 |
-17.70%
|
-24.21% |
-11.58%
|
-19.11% |
| 2021 |
+17.70%
|
-3.84% |
+18.98%
|
-3.12% |
| 2020 |
+16.72%
|
-19.32% |
+7.57%
|
-19.89% |
| 2019 |
+25.83%
|
-5.44% |
+21.16%
|
-4.82% |
| 2018 |
-7.40%
|
-11.99% |
-6.77%
|
-10.52% |
| 2017 |
+21.30%
|
0.00% |
+14.72%
|
-0.17% |
| 2016 |
+9.42%
|
-5.60% |
+12.44%
|
-3.80% |
| 2015 |
-1.16%
|
-9.62% |
-2.15%
|
-8.08% |
| 2014 |
+6.75%
|
-3.49% |
+7.48%
|
-3.25% |
| 2013 |
+24.11%
|
-2.56% |
+19.83%
|
-2.67% |
| 2012 |
+15.86%
|
-7.88% |
+13.92%
|
-6.35% |
| 2011 |
-2.83%
|
-17.88% |
-0.32%
|
-15.67% |
| 2010 |
+14.62%
|
-11.38% |
+15.19%
|
-10.34% |
| 2009 |
+28.98%
|
-17.20% |
+23.48%
|
-18.48% |
| 2008 |
-34.54%
|
-37.04% |
-28.77%
|
-32.09% |
| 2007 |
+8.57%
|
-5.03% |
+3.94%
|
-5.38% |
| 2006 |
+17.83%
|
-3.36% |
+18.75%
|
-3.07% |
| 2005 |
+8.70%
|
-3.82% |
+9.25%
|
-3.26% |
| 2004 |
+14.35%
|
-3.09% |
+15.96%
|
-4.32% |
| 2003 |
+30.95%
|
-4.37% |
+30.69%
|
-3.93% |
| 2002 |
-15.98%
|
-22.25% |
-8.45%
|
-16.37% |
| 2001 |
-11.78%
|
-21.62% |
-2.50%
|
-12.71% |
| 2000 |
-9.89%
|
-14.07% |
+4.22%
|
-5.44% |
| 1999 |
+23.19%
|
-3.08% |
+13.77%
|
-3.50% |
| 1998 |
+19.50%
|
-14.32% |
+8.66%
|
-15.46% |
| 1997 |
+19.31%
|
-4.84% |
+17.96%
|
-3.74% |
| 1996 |
+14.34%
|
-4.50% |
+16.24%
|
-3.61% |
| 1995 |
+24.48%
|
-1.28% |
+24.01%
|
-1.71% |
| 1994 |
+2.56%
|
-5.09% |
-1.44%
|
-6.62% |
| 1993 |
+16.32%
|
-4.22% |
+22.52%
|
-2.64% |
| 1992 |
+1.74%
|
-4.65% |
+9.29%
|
-1.71% |
| 1991 |
+23.80%
|
-4.67% |
+28.34%
|
-3.80% |
| 1990 |
-10.22%
|
-16.95% |
-7.62%
|
-13.50% |
| 1989 |
+22.09%
|
-2.57% |
+23.71%
|
-2.50% |
| 1988 |
+18.82%
|
-3.47% |
+17.91%
|
-2.27% |
| 1987 |
+10.87%
|
-21.75% |
+3.55%
|
-21.01% |
| 1986 |
+29.27%
|
-5.18% |
+23.59%
|
-4.32% |
| 1985 |
+36.18%
|
-2.85% |
+31.81%
|
-2.27% |
