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
| 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
| 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 |
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.
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.
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.
| 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% |