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
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| 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
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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 | +8.88 |
| US Stocks Portfolio | +7.10 | +15.85 | +18.93 | +21.25 | +13.89 | +13.82 | +14.92 | +10.49 |
(*) annualized
Capital Growth
Drawdowns
Yearly Returns
Yearly return comparison. Common historical serie start from January 1987.
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| 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% |