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 Roger Gibson Talmud Portfolio obtained a 8.41% compound annual return, with a 10.81% standard deviation, in the last 30 Years.
Summary
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| Paul Farrell Second Grader's Starter Portfolio | Roger Gibson Talmud Portfolio | ||
|---|---|---|---|
| Portfolio Risk | Very High | High | |
| Asset Allocation | Stocks | 90% | 66.67% |
| Fixed Income | 10% | 33.33% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +8.50% | +8.41% |
| Std Dev | 13.85% | 10.81% | |
| Max Drawdown | -48.52% | -40.17% | |
| All time Stats (Since Jan 1970) |
Return | +9.89% | +9.65% |
| Std Dev | 13.98% | 10.59% | |
| Max Drawdown | -48.52% | -40.17% | |
| Last Update: 31 March 2024 | |||
Historical Returns as of Mar 31, 2024
Comparison period starts from January 1970
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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 | +9.89 |
| Roger Gibson Talmud Portfolio | +1.65 | +14.76 | +12.54 | +6.33 | +6.86 | +8.41 | +9.65 |
| 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).
Roger Gibson Talmud Portfolio: an investment of 1$, since April 1994, now would be worth 11.26$, with a total return of 1026.50% (8.41% annualized).
Roger Gibson Talmud Portfolio: an investment of 1$, since April 1994, now would be worth 11.26$, with a total return of 1026.50% (8.41% annualized).
Paul Farrell Second Grader's Starter Portfolio: an investment of 1$, since January 1970,
now would be worth 166.49$, with a total return of 16548.97%
(9.89% annualized).
Roger Gibson Talmud Portfolio: an investment of 1$, since January 1970, now would be worth 147.97$, with a total return of 14697.35% (9.65% annualized).
Roger Gibson Talmud Portfolio: an investment of 1$, since January 1970, now would be worth 147.97$, with a total return of 14697.35% (9.65% annualized).
Drawdowns
Drawdown comparison chart since April 1994.
Swipe left to see all data
|
Paul Farrell Second Grader's Starter Portfolio
|
Roger Gibson Talmud 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 | |||||
| -40.17% | Jun 2007 | Feb 2009 (21) | Oct 2010 (41) | 17.05 | |||||
| -39.03% | Apr 2000 | Sep 2002 (30) | Jul 2005 (64) | 20.73 | |||||
| -24.21% | Jan 2022 | Sep 2022 (9) | Feb 2024 (26) | 12.05 | |||||
| -22.88% | Jan 2022 | Sep 2022 (9) | In progress (27) | 14.25 | |||||
| -19.32% | Jan 2020 | Mar 2020 (3) | Aug 2020 (8) | 8.35 | |||||
| -15.16% | Feb 2020 | Mar 2020 (2) | Aug 2020 (7) | 6.94 | |||||
| -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 | |||||
| -10.50% | Jun 2011 | Sep 2011 (4) | Jan 2012 (8) | 4.43 | |||||
| -10.43% | Jul 1998 | Aug 1998 (2) | Dec 1998 (6) | 5.05 | |||||
| -8.26% | Apr 2002 | Oct 2002 (7) | May 2003 (14) | 5.13 | |||||
| -7.57% | Sep 2018 | Dec 2018 (4) | Feb 2019 (6) | 3.56 | |||||
| -6.69% | Apr 2004 | Apr 2004 (1) | Aug 2004 (5) | 3.63 | |||||
| -5.69% | Apr 2015 | Aug 2015 (5) | Mar 2016 (12) | 3.12 | |||||
| -5.44% | May 2019 | May 2019 (1) | Jun 2019 (2) | 3.14 | |||||
| -5.28% | Sep 1994 | Nov 1994 (3) | Feb 1995 (6) | 2.68 | |||||
| -5.17% | Feb 2018 | Mar 2018 (2) | Aug 2018 (7) | 3.49 | |||||
| -5.08% | Feb 2001 | Mar 2001 (2) | Jun 2001 (5) | 2.68 | |||||
Drawdown comparison chart since January 1970.
Swipe left to see all data
|
Paul Farrell Second Grader's Starter Portfolio
|
Roger Gibson Talmud 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 | |||||
| -40.17% | Jun 2007 | Feb 2009 (21) | Oct 2010 (41) | 17.05 | |||||
| -39.03% | Apr 2000 | Sep 2002 (30) | Jul 2005 (64) | 20.73 | |||||
| -38.74% | Jan 1973 | Sep 1974 (21) | Mar 1976 (39) | 17.38 | |||||
| -25.53% | Dec 1972 | Sep 1974 (22) | Jan 1976 (38) | 11.81 | |||||
| -24.21% | Jan 2022 | Sep 2022 (9) | Feb 2024 (26) | 12.05 | |||||
| -22.88% | Jan 2022 | Sep 2022 (9) | In progress (27) | 14.25 | |||||
| -21.75% | Sep 1987 | Nov 1987 (3) | Jan 1989 (17) | 10.60 | |||||
| -19.60% | Jan 1970 | Jun 1970 (6) | Dec 1970 (12) | 9.99 | |||||
| -19.32% | Jan 2020 | Mar 2020 (3) | Aug 2020 (8) | 8.35 | |||||
| -17.61% | Dec 1980 | Jul 1982 (20) | Oct 1982 (23) | 8.79 | |||||
| -16.95% | Jan 1990 | Sep 1990 (9) | Feb 1991 (14) | 8.77 | |||||
| -15.52% | Sep 1987 | Nov 1987 (3) | Jan 1989 (17) | 6.69 | |||||
| -15.16% | Feb 2020 | Mar 2020 (2) | Aug 2020 (7) | 6.94 | |||||
| -14.32% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 7.70 | |||||
| -12.17% | Apr 1970 | Jun 1970 (3) | Nov 1970 (8) | 6.52 | |||||
| -11.99% | Oct 2018 | Dec 2018 (3) | Apr 2019 (7) | 5.73 | |||||
| -10.99% | Feb 1980 | Mar 1980 (2) | Jun 1980 (5) | 5.20 | |||||
| -10.88% | Jun 2015 | Feb 2016 (9) | Jul 2016 (14) | 5.67 | |||||
| -10.50% | Jun 2011 | Sep 2011 (4) | Jan 2012 (8) | 4.43 | |||||
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.
Swipe left to see all data
| Year | Return | Drawdown | Return | Drawdown |
|---|---|---|---|---|
| 2024 |
+7.12%
|
0.00% |
+2.25%
|
-1.37% |
| 2023 |
+20.93%
|
-9.14% |
+14.42%
|
-9.16% |
| 2022 |
-17.70%
|
-24.21% |
-19.62%
|
-22.88% |
| 2021 |
+17.70%
|
-3.84% |
+21.44%
|
-3.93% |
| 2020 |
+16.72%
|
-19.32% |
+8.02%
|
-15.16% |
| 2019 |
+25.83%
|
-5.44% |
+22.79%
|
-1.65% |
| 2018 |
-7.40%
|
-11.99% |
-3.78%
|
-7.57% |
| 2017 |
+21.30%
|
0.00% |
+9.90%
|
-0.80% |
| 2016 |
+9.42%
|
-5.60% |
+7.99%
|
-4.84% |
| 2015 |
-1.16%
|
-9.62% |
+1.11%
|
-5.69% |
| 2014 |
+6.75%
|
-3.49% |
+16.24%
|
-3.05% |
| 2013 |
+24.11%
|
-2.56% |
+11.22%
|
-4.74% |
| 2012 |
+15.86%
|
-7.88% |
+12.41%
|
-3.41% |
| 2011 |
-2.83%
|
-17.88% |
+5.83%
|
-10.50% |
| 2010 |
+14.62%
|
-11.38% |
+17.33%
|
-7.24% |
| 2009 |
+28.98%
|
-17.20% |
+20.87%
|
-18.28% |
| 2008 |
-34.54%
|
-37.04% |
-22.37%
|
-28.90% |
| 2007 |
+8.57%
|
-5.03% |
-1.40%
|
-7.11% |
| 2006 |
+17.83%
|
-3.36% |
+18.42%
|
-3.01% |
| 2005 |
+8.70%
|
-3.82% |
+6.88%
|
-3.47% |
| 2004 |
+14.35%
|
-3.09% |
+15.93%
|
-6.69% |
| 2003 |
+30.95%
|
-4.37% |
+23.46%
|
-1.81% |
| 2002 |
-15.98%
|
-22.25% |
-2.82%
|
-8.26% |
| 2001 |
-11.78%
|
-21.62% |
+3.27%
|
-5.08% |
| 2000 |
-9.89%
|
-14.07% |
+9.05%
|
-4.13% |
| 1999 |
+23.19%
|
-3.08% |
+6.34%
|
-4.64% |
| 1998 |
+19.50%
|
-14.32% |
+5.18%
|
-10.43% |
| 1997 |
+19.31%
|
-4.84% |
+19.74%
|
-1.89% |
| 1996 |
+14.34%
|
-4.50% |
+19.46%
|
-1.65% |
| 1995 |
+24.48%
|
-1.28% |
+22.03%
|
-0.94% |
| 1994 |
+2.56%
|
-5.09% |
-3.74%
|
-8.67% |
| 1993 |
+16.32%
|
-4.22% |
+13.33%
|
-2.90% |
| 1992 |
+1.74%
|
-4.65% |
+10.28%
|
-1.73% |
| 1991 |
+23.80%
|
-4.67% |
+27.78%
|
-2.56% |
| 1990 |
-10.22%
|
-16.95% |
-4.26%
|
-10.14% |
| 1989 |
+22.09%
|
-2.57% |
+16.87%
|
-1.33% |
| 1988 |
+18.82%
|
-3.47% |
+12.71%
|
-1.50% |
| 1987 |
+10.87%
|
-21.75% |
+0.17%
|
-15.52% |
| 1986 |
+29.27%
|
-5.18% |
+16.28%
|
-3.57% |
| 1985 |
+36.18%
|
-2.85% |
+24.20%
|
-2.28% |
| 1984 |
+3.66%
|
-8.18% |
+12.71%
|
-4.02% |
| 1983 |
+21.23%
|
-3.07% |
+19.51%
|
-2.63% |
| 1982 |
+14.99%
|
-12.58% |
+24.41%
|
-3.38% |
| 1981 |
-2.74%
|
-11.40% |
+3.76%
|
-8.59% |
| 1980 |
+27.18%
|
-10.99% |
+20.13%
|
-9.71% |
| 1979 |
+17.88%
|
-7.18% |
+21.82%
|
-8.78% |
| 1978 |
+14.57%
|
-8.59% |
+6.65%
|
-7.13% |
| 1977 |
+2.89%
|
-4.35% |
+6.70%
|
-1.95% |
| 1976 |
+17.93%
|
-2.79% |
+29.26%
|
-1.67% |
| 1975 |
+32.69%
|
-11.35% |
+21.49%
|
-7.79% |
| 1974 |
-22.01%
|
-29.06% |
-14.51%
|
-20.06% |
| 1973 |
-13.91%
|
-15.04% |
-9.74%
|
-10.13% |
| 1972 |
+22.52%
|
-1.37% |
+9.45%
|
-2.27% |
| 1971 |
+21.01%
|
-5.36% |
+10.45%
|
-6.96% |
| 1970 |
+0.25%
|
-19.60% |
+10.08%
|
-12.17% |
