Last Update: 28 February 2021

The Stocks/Bonds 80/20 Portfolio obtained a 11.54% compound annual return, with a 11.20% standard deviation, in the last 10 years.

The Paul Farrell Second Grader's Starter Portfolio obtained a 10.03% compound annual return, with a 12.58% standard deviation, in the last 10 years.

Summary

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Stocks/Bonds 80/20 Portfolio Paul Farrell Second Grader's Starter Portfolio
Risk Very High Very High
Asset Allocation Stocks 80% 90%
Fixed Income 20% 10%
Commodities 0% 0%
10 Years Stats Return +11.54% +10.03%
Std Dev 11.20% 12.58%
Max Drawdown -16.53% -19.32%

Last Update: 28 February 2021

Historical Returns

The examinated historical serie starts from January 1987

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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) MAX(*)
Stocks/Bonds 80/20 Portfolio +2.21 +5.65 +10.63 +27.73 +13.16 +14.67 +11.54 +10.00
Paul Farrell Second Grader's Starter Portfolio +2.36 +6.81 +13.17 +28.80 +11.38 +14.34 +10.03 +9.14
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

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

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Year Stocks/Bonds 80/20 Portfolio Paul Farrell Second Grader's Starter Portfolio
2021
+1.76% +2.18%
2020
+18.36% +16.72%
2019
+26.30% +25.83%
2018
-4.19% -7.40%
2017
+17.68% +21.30%
2016
+10.77% +9.42%
2015
+0.40% -1.16%
2014
+11.20% +6.75%
2013
+26.34% +24.11%
2012
+13.79% +15.86%
2011
+2.36% -2.83%
2010
+15.18% +14.62%
2009
+23.84% +28.98%
2008
-28.21% -34.54%
2007
+5.68% +8.57%
2006
+13.41% +17.83%
2005
+5.53% +8.70%
2004
+11.08% +14.35%
2003
+25.40% +30.95%
2002
-14.73% -15.98%
2001
-7.09% -11.78%
2000
-6.18% -9.89%
1999
+18.90% +23.19%
1998
+20.33% +19.50%
1997
+26.68% +19.31%
1996
+17.49% +14.34%
1995
+32.26% +24.48%
1994
-0.67% +2.56%
1993
+10.44% +16.32%
1992
+8.71% +1.74%
1991
+28.96% +23.80%
1990
-3.13% -10.22%
1989
+25.22% +22.09%
1988
+15.32% +18.82%
1987
+2.40% +10.87%
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