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 US Stocks Portfolio obtained a 14.92% compound annual return, with a 13.88% standard deviation, in the last 10 years.

Summary

Swipe left to see all data
Paul Farrell Second Grader's Starter Portfolio US Stocks Portfolio
Risk Very High Very High
Asset Allocation Stocks 90% 100%
Fixed Income 10% 0%
Commodities 0% 0%
10 Years Stats Return +11.05% +14.92%
Std Dev 12.46% 13.88%
Max Drawdown -19.32% -20.84%

Last Update: 31 August 2020

Historical Returns

The examinated historical serie starts from January 1987

Swipe left to see all data
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 +8.88
US Stocks Portfolio +7.10 +15.85 +18.93 +21.25 +13.89 +13.82 +14.92 +10.49
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 1987.

Swipe left to see all data
Year Paul Farrell Second Grader's Starter Portfolio US Stocks Portfolio
2020
+5.38% +9.35%
2019
+25.83% +30.67%
2018
-7.40% -5.21%
2017
+21.30% +21.21%
2016
+9.42% +12.83%
2015
-1.16% +0.36%
2014
+6.75% +12.54%
2013
+24.11% +33.45%
2012
+15.86% +16.45%
2011
-2.83% +0.97%
2010
+14.62% +17.42%
2009
+28.98% +28.89%
2008
-34.54% -36.98%
2007
+8.57% +5.37%
2006
+17.83% +15.69%
2005
+8.70% +6.31%
2004
+14.35% +12.79%
2003
+30.95% +30.75%
2002
-15.98% -20.47%
2001
-11.78% -10.97%
2000
-9.89% -10.57%
1999
+23.19% +23.81%
1998
+19.50% +23.26%
1997
+19.31% +30.99%
1996
+14.34% +20.96%
1995
+24.48% +35.79%
1994
+2.56% -0.17%
1993
+16.32% +10.62%
1992
+1.74% +9.11%
1991
+23.80% +32.39%
1990
-10.22% -6.08%
1989
+22.09% +28.12%
1988
+18.82% +17.32%
1987
+10.87% +2.61%
Share this page