Paul Farrell Second Grader's Starter vs Burton Malkiel Mid-Fifties 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 Burton Malkiel Mid-Fifties Portfolio obtained a 8.30% compound annual return, with a 12.98% standard deviation, in the last 30 Years.

Summary

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Paul Farrell Second Grader's Starter Portfolio Burton Malkiel Mid-Fifties 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% +8.30%
Std Dev 13.87% 12.98%
Max Drawdown -48.52% -46.21%
All time Stats
(Since Jan 1985)
Return +10.00% +10.19%
Std Dev 13.74% 13.03%
Max Drawdown -48.52% -46.21%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 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 +4.01 +10.79 +21.33 +10.19 +8.69 +8.26 +10.00
Burton Malkiel Mid-Fifties Portfolio +3.05 +8.50 +15.09 +7.40 +7.00 +8.30 +10.19
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).

Burton Malkiel Mid-Fifties Portfolio: an investment of 1$, since March 1994, now would be worth 10.95$, with a total return of 994.85% (8.30% annualized).

Paul Farrell Second Grader's Starter Portfolio: an investment of 1$, since January 1985, now would be worth 41.74$, with a total return of 4073.60% (10.00% annualized).

Burton Malkiel Mid-Fifties Portfolio: an investment of 1$, since January 1985, now would be worth 44.74$, with a total return of 4373.73% (10.19% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Paul Farrell Second Grader's Starter Portfolio
Burton Malkiel Mid-Fifties 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
-46.21% Nov 2007 Feb 2009 (16) Feb 2011 (40) 21.33
-39.03% Apr 2000 Sep 2002 (30) Jul 2005 (64) 20.73
-24.21% Jan 2022 Sep 2022 (9) Feb 2024 (26) 12.05
-24.05% Jan 2022 Sep 2022 (9) In progress (26) 12.80
-19.32% Jan 2020 Mar 2020 (3) Aug 2020 (8) 8.35
-18.63% Jan 2020 Mar 2020 (3) Aug 2020 (8) 8.44
-18.18% May 1998 Aug 1998 (4) Apr 1999 (12) 7.28
-15.78% May 2011 Sep 2011 (5) Mar 2012 (11) 6.66
-15.37% Apr 2002 Sep 2002 (6) Jun 2003 (15) 9.56
-14.32% Jul 1998 Aug 1998 (2) Nov 1998 (5) 7.70
-13.61% Sep 2000 Sep 2001 (13) Mar 2002 (19) 6.04
-11.99% Oct 2018 Dec 2018 (3) Apr 2019 (7) 5.73
-10.88% Jun 2015 Feb 2016 (9) Jul 2016 (14) 5.67
-10.02% Feb 2018 Dec 2018 (11) Mar 2019 (14) 4.35
-9.21% May 2015 Feb 2016 (10) Jun 2016 (14) 5.08
-6.70% Apr 2004 Apr 2004 (1) Oct 2004 (7) 3.76
-6.25% Apr 2012 May 2012 (2) Aug 2012 (5) 2.77
-5.99% Sep 1994 Jan 1995 (5) May 1995 (9) 3.56
-5.58% Oct 1997 Oct 1997 (1) Feb 1998 (5) 3.29

Drawdown comparison chart since January 1985.

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Paul Farrell Second Grader's Starter Portfolio
Burton Malkiel Mid-Fifties 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
-46.21% Nov 2007 Feb 2009 (16) Feb 2011 (40) 21.33
-39.03% Apr 2000 Sep 2002 (30) Jul 2005 (64) 20.73
-24.21% Jan 2022 Sep 2022 (9) Feb 2024 (26) 12.05
-24.05% Jan 2022 Sep 2022 (9) In progress (26) 12.80
-21.75% Sep 1987 Nov 1987 (3) Jan 1989 (17) 10.60
-21.56% Sep 1987 Nov 1987 (3) Jan 1989 (17) 10.59
-19.32% Jan 2020 Mar 2020 (3) Aug 2020 (8) 8.35
-18.63% Jan 2020 Mar 2020 (3) Aug 2020 (8) 8.44
-18.18% May 1998 Aug 1998 (4) Apr 1999 (12) 7.28
-16.95% Jan 1990 Sep 1990 (9) Feb 1991 (14) 8.77
-16.09% Aug 1990 Sep 1990 (2) Feb 1991 (7) 9.29
-15.78% May 2011 Sep 2011 (5) Mar 2012 (11) 6.66
-15.37% Apr 2002 Sep 2002 (6) Jun 2003 (15) 9.56
-14.32% Jul 1998 Aug 1998 (2) Nov 1998 (5) 7.70
-13.61% Sep 2000 Sep 2001 (13) Mar 2002 (19) 6.04
-11.99% Oct 2018 Dec 2018 (3) Apr 2019 (7) 5.73
-10.88% Jun 2015 Feb 2016 (9) Jul 2016 (14) 5.67
-10.02% Feb 2018 Dec 2018 (11) Mar 2019 (14) 4.35
-9.21% May 2015 Feb 2016 (10) Jun 2016 (14) 5.08

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%
+2.05%
-0.98%
2023
+20.93%
-9.14%
+15.87%
-9.23%
2022
-17.70%
-24.21%
-17.33%
-24.05%
2021
+17.70%
-3.84%
+15.75%
-3.95%
2020
+16.72%
-19.32%
+11.71%
-18.63%
2019
+25.83%
-5.44%
+23.79%
-3.94%
2018
-7.40%
-11.99%
-7.10%
-10.02%
2017
+21.30%
0.00%
+19.19%
0.00%
2016
+9.42%
-5.60%
+8.92%
-3.97%
2015
-1.16%
-9.62%
-2.27%
-8.93%
2014
+6.75%
-3.49%
+8.09%
-3.42%
2013
+24.11%
-2.56%
+14.67%
-3.96%
2012
+15.86%
-7.88%
+15.47%
-6.25%
2011
-2.83%
-17.88%
-0.94%
-15.78%
2010
+14.62%
-11.38%
+15.05%
-9.45%
2009
+28.98%
-17.20%
+29.23%
-17.95%
2008
-34.54%
-37.04%
-30.43%
-35.32%
2007
+8.57%
-5.03%
+7.08%
-5.75%
2006
+17.83%
-3.36%
+21.13%
-3.49%
2005
+8.70%
-3.82%
+11.28%
-3.25%
2004
+14.35%
-3.09%
+15.92%
-6.70%
2003
+30.95%
-4.37%
+33.06%
-1.54%
2002
-15.98%
-22.25%
-8.20%
-15.37%
2001
-11.78%
-21.62%
+1.81%
-13.46%
2000
-9.89%
-14.07%
-1.81%
-8.44%
1999
+23.19%
-3.08%
+18.47%
-3.88%
1998
+19.50%
-14.32%
+6.91%
-18.18%
1997
+19.31%
-4.84%
+14.24%
-5.58%
1996
+14.34%
-4.50%
+18.61%
-3.32%
1995
+24.48%
-1.28%
+20.11%
-1.61%
1994
+2.56%
-5.09%
-3.32%
-8.21%
1993
+16.32%
-4.22%
+27.74%
-3.23%
1992
+1.74%
-4.65%
+3.26%
-3.61%
1991
+23.80%
-4.67%
+37.79%
-4.36%
1990
-10.22%
-16.95%
-6.91%
-16.09%
1989
+22.09%
-2.57%
+30.29%
-2.42%
1988
+18.82%
-3.47%
+18.85%
-2.96%
1987
+10.87%
-21.75%
-1.62%
-21.56%
1986
+29.27%
-5.18%
+21.09%
-5.08%
1985
+36.18%
-2.85%
+30.20%
-2.62%