Last Update: 31 July 2022

The Paul Farrell Second Grader's Starter Portfolio obtained a 8.42% compound annual return, with a 13.46% standard deviation, in the last 30 Years.

The Stocks/Bonds 80/20 Portfolio obtained a 9.21% compound annual return, with a 12.07% standard deviation, in the last 30 Years.

Summary

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Paul Farrell Second Grader's Starter Portfolio Stocks/Bonds 80/20 Portfolio
Risk Very High Very High
Asset Allocation Stocks 90% 80%
Fixed Income 10% 20%
Commodities 0% 0%
30 Years Stats Return +8.42% +9.21%
Std Dev 13.46% 12.07%
Max Drawdown -48.52% -41.09%

Last Update: 31 July 2022

Historical Returns as of Jul 31, 2022

Comparison period starts from January 1986

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
Paul Farrell Second Grader's Starter Portfolio +6.75 -9.44 -9.76 +8.34 +9.97 +8.42 +9.26
Stocks/Bonds 80/20 Portfolio +7.80 -7.97 -7.81 +10.07 +11.16 +9.21 +9.81
(*) Returns over 1 year are annualized

Capital Growth as of Jul 31, 2022

Paul Farrell Second Grader's Starter Portfolio: an investment of 1000$, since August 1992, now would be worth 11312.18$, with a total return of 1031.22% (8.42% annualized).

Stocks/Bonds 80/20 Portfolio: an investment of 1000$, since August 1992, now would be worth 14039.19$, with a total return of 1303.92% (9.21% annualized).

Paul Farrell Second Grader's Starter Portfolio: an investment of 1000$, since January 1986, now would be worth 25547.79$, with a total return of 2454.78% (9.26% annualized).

Stocks/Bonds 80/20 Portfolio: an investment of 1000$, since January 1986, now would be worth 30661.06$, with a total return of 2966.11% (9.81% annualized).

Drawdowns

Drawdown comparison chart since July 1992.

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Paul Farrell Second Grader's Starter Portfolio
Stocks/Bonds 80/20 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-48.52% Nov 2007 Feb 2009
-41.09% Nov 2007 Feb 2009
-39.03% Apr 2000 Sep 2002
-33.33% Sep 2000 Sep 2002
-19.32% Jan 2020 Mar 2020
-19.13% Jan 2022 Jun 2022
-19.04% Jan 2022 Jun 2022
-16.53% Feb 2020 Mar 2020
-14.32% Jul 1998 Aug 1998
-13.95% Jul 1998 Aug 1998
-13.35% May 2011 Sep 2011
-11.99% Oct 2018 Dec 2018
-11.32% Oct 2018 Dec 2018
-10.88% Jun 2015 Feb 2016
-7.05% Jun 2015 Sep 2015
-6.95% Feb 1994 Jun 1994
-6.90% Apr 2000 May 2000
-5.44% May 2019 May 2019
-5.21% Apr 2012 May 2012
-5.17% Feb 2018 Mar 2018

Drawdown comparison chart since January 1986.

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Paul Farrell Second Grader's Starter Portfolio
Stocks/Bonds 80/20 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-48.52% Nov 2007 Feb 2009
-41.09% Nov 2007 Feb 2009
-39.03% Apr 2000 Sep 2002
-33.33% Sep 2000 Sep 2002
-24.55% Sep 1987 Nov 1987
-21.75% Sep 1987 Nov 1987
-19.32% Jan 2020 Mar 2020
-19.13% Jan 2022 Jun 2022
-19.04% Jan 2022 Jun 2022
-16.95% Jan 1990 Sep 1990
-16.53% Feb 2020 Mar 2020
-14.32% Jul 1998 Aug 1998
-13.95% Jul 1998 Aug 1998
-13.35% May 2011 Sep 2011
-12.23% Jun 1990 Oct 1990
-11.99% Oct 2018 Dec 2018
-11.32% Oct 2018 Dec 2018
-10.88% Jun 2015 Feb 2016
-7.05% Jun 2015 Sep 2015
-6.95% Feb 1994 Jun 1994

Yearly Returns

Yearly return comparison. Common historical serie start from January 1986.

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Year Paul Farrell Second Grader's Starter Portfolio Stocks/Bonds 80/20 Portfolio
2022
-13.58% -12.82%
2021
+17.70% +20.16%
2020
+16.72% +18.36%
2019
+25.83% +26.30%
2018
-7.40% -4.19%
2017
+21.30% +17.68%
2016
+9.42% +10.77%
2015
-1.16% +0.40%
2014
+6.75% +11.20%
2013
+24.11% +26.34%
2012
+15.86% +13.79%
2011
-2.83% +2.36%
2010
+14.62% +15.18%
2009
+28.98% +23.84%
2008
-34.54% -28.21%
2007
+8.57% +5.68%
2006
+17.83% +13.41%
2005
+8.70% +5.53%
2004
+14.35% +11.08%
2003
+30.95% +25.40%
2002
-15.98% -14.73%
2001
-11.78% -7.09%
2000
-9.89% -6.18%
1999
+23.19% +18.90%
1998
+19.50% +20.33%
1997
+19.31% +26.68%
1996
+14.34% +17.49%
1995
+24.48% +32.26%
1994
+2.56% -0.67%
1993
+16.32% +10.44%
1992
+1.74% +8.71%
1991
+23.80% +28.96%
1990
-10.22% -3.13%
1989
+22.09% +25.22%
1988
+18.82% +15.32%
1987
+10.87% +2.40%
1986
+29.27% +14.68%
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