Last Update: 31 August 2020

The Paul Farrell Second Grader's Starter Portfolio obtained a 11.05% compound annual return, with a 12.46% standard deviation, in the last 10 years.

The Technology Portfolio obtained a 22.37% compound annual return, with a 15.50% standard deviation, in the last 10 years.

Summary

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Paul Farrell Second Grader's Starter Portfolio Technology Portfolio
Risk Very High Very High
Asset Allocation Stocks 90% 100%
Fixed Income 10% 0%
Commodities 0% 0%
10 Years Stats Return +11.05% +22.37%
Std Dev 12.46% 15.50%
Max Drawdown -19.32% -16.96%

Last Update: 31 August 2020

Historical Returns

The examinated historical serie starts from January 2000

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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) MAX(*)
Paul Farrell Second Grader's Starter Portfolio +5.48 +13.46 +13.81 +16.04 +9.69 +10.59 +11.05 +5.84
Technology Portfolio +10.94 +26.58 +43.84 +58.56 +27.40 +24.25 +22.37 +6.54
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 2000.

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Year Paul Farrell Second Grader's Starter Portfolio Technology Portfolio
2020
+5.38% +39.23%
2019
+25.83% +38.96%
2018
-7.40% -0.12%
2017
+21.30% +32.66%
2016
+9.42% +7.10%
2015
-1.16% +9.45%
2014
+6.75% +19.18%
2013
+24.11% +36.63%
2012
+15.86% +18.12%
2011
-2.83% +3.47%
2010
+14.62% +20.14%
2009
+28.98% +54.68%
2008
-34.54% -41.73%
2007
+8.57% +19.02%
2006
+17.83% +7.14%
2005
+8.70% +1.57%
2004
+14.35% +10.54%
2003
+30.95% +49.67%
2002
-15.98% -37.37%
2001
-11.78% -33.34%
2000
-9.89% -36.11%
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