Last Update: 31 March 2024
The Stocks/Bonds 80/20 Portfolio obtained a 9.53% compound annual return, with a 12.48% standard deviation, in the last 30 Years.
The Paul Farrell Second Grader's Starter Portfolio obtained a 8.50% compound annual return, with a 13.85% standard deviation, in the last 30 Years.
Summary
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| Stocks/Bonds 80/20 Portfolio | Paul Farrell Second Grader's Starter Portfolio | ||
|---|---|---|---|
| Portfolio Risk | Very High | Very High | |
| Asset Allocation | Stocks | 80% | 90% |
| Fixed Income | 20% | 10% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +9.53% | +8.50% |
| Std Dev | 12.48% | 13.85% | |
| Max Drawdown | -41.09% | -48.52% | |
| All time Stats (Since Jan 1970) |
Return | +10.12% | +9.89% |
| Std Dev | 12.86% | 13.98% | |
| Max Drawdown | -41.09% | -48.52% | |
| Last Update: 31 March 2024 | |||
Historical Returns as of Mar 31, 2024
Comparison period starts from January 1970
Swipe left to see all data
| 1M | 6M | 1Y | 5Y | 10Y | 30Y | MAX | |
|---|---|---|---|---|---|---|---|
| Stocks/Bonds 80/20 Portfolio | +2.51 | +19.50 | +23.26 | +11.49 | +10.16 | +9.53 | +10.12 |
| Paul Farrell Second Grader's Starter Portfolio | +2.84 | +18.90 | +21.44 | +10.51 | +8.95 | +8.50 | +9.89 |
| Return over 1 year are annualized. |
Capital Growth as of Mar 31, 2024
Stocks/Bonds 80/20 Portfolio: an investment of 1$, since April 1994,
now would be worth 15.36$, with a total return of 1435.81%
(9.53% annualized).
Paul Farrell Second Grader's Starter Portfolio: an investment of 1$, since April 1994, now would be worth 11.57$, with a total return of 1056.76% (8.50% annualized).
Paul Farrell Second Grader's Starter Portfolio: an investment of 1$, since April 1994, now would be worth 11.57$, with a total return of 1056.76% (8.50% annualized).
Stocks/Bonds 80/20 Portfolio: an investment of 1$, since January 1970,
now would be worth 186.61$, with a total return of 18560.95%
(10.12% annualized).
Paul Farrell Second Grader's Starter Portfolio: an investment of 1$, since January 1970, now would be worth 166.49$, with a total return of 16548.97% (9.89% annualized).
Paul Farrell Second Grader's Starter Portfolio: an investment of 1$, since January 1970, now would be worth 166.49$, with a total return of 16548.97% (9.89% annualized).
Drawdowns
Drawdown comparison chart since April 1994.
Swipe left to see all data
|
Stocks/Bonds 80/20 Portfolio
|
Paul Farrell Second Grader's Starter Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -48.52% | Nov 2007 | Feb 2009 (16) | Sep 2012 (59) | 20.36 | |||||
| -41.09% | Nov 2007 | Feb 2009 (16) | Jan 2011 (39) | 19.37 | |||||
| -39.03% | Apr 2000 | Sep 2002 (30) | Jul 2005 (64) | 20.73 | |||||
| -33.33% | Sep 2000 | Sep 2002 (25) | Jul 2005 (59) | 17.37 | |||||
| -24.21% | Jan 2022 | Sep 2022 (9) | Feb 2024 (26) | 12.05 | |||||
| -22.75% | Jan 2022 | Sep 2022 (9) | Jan 2024 (25) | 12.23 | |||||
| -19.32% | Jan 2020 | Mar 2020 (3) | Aug 2020 (8) | 8.35 | |||||
| -16.53% | Feb 2020 | Mar 2020 (2) | Jul 2020 (6) | 7.42 | |||||
| -14.32% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 7.70 | |||||
| -13.95% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 7.01 | |||||
| -13.35% | May 2011 | Sep 2011 (5) | Feb 2012 (10) | 5.69 | |||||
| -11.99% | Oct 2018 | Dec 2018 (3) | Apr 2019 (7) | 5.73 | |||||
| -11.32% | Oct 2018 | Dec 2018 (3) | Apr 2019 (7) | 5.24 | |||||
| -10.88% | Jun 2015 | Feb 2016 (9) | Jul 2016 (14) | 5.67 | |||||
| -7.05% | Jun 2015 | Sep 2015 (4) | May 2016 (12) | 3.70 | |||||
| -6.90% | Apr 2000 | May 2000 (2) | Aug 2000 (5) | 4.02 | |||||
| -5.44% | May 2019 | May 2019 (1) | Jun 2019 (2) | 3.14 | |||||
| -5.21% | Apr 2012 | May 2012 (2) | Aug 2012 (5) | 2.35 | |||||
| -5.17% | Feb 2018 | Mar 2018 (2) | Aug 2018 (7) | 3.49 | |||||
| -5.12% | Jul 1999 | Sep 1999 (3) | Nov 1999 (5) | 2.75 | |||||
Drawdown comparison chart since January 1970.
Swipe left to see all data
|
Stocks/Bonds 80/20 Portfolio
|
Paul Farrell Second Grader's Starter Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -48.52% | Nov 2007 | Feb 2009 (16) | Sep 2012 (59) | 20.36 | |||||
| -41.09% | Nov 2007 | Feb 2009 (16) | Jan 2011 (39) | 19.37 | |||||
| -39.03% | Apr 2000 | Sep 2002 (30) | Jul 2005 (64) | 20.73 | |||||
| -38.74% | Jan 1973 | Sep 1974 (21) | Mar 1976 (39) | 17.38 | |||||
| -36.88% | Jan 1973 | Sep 1974 (21) | Mar 1976 (39) | 16.98 | |||||
| -33.33% | Sep 2000 | Sep 2002 (25) | Jul 2005 (59) | 17.37 | |||||
| -24.55% | Sep 1987 | Nov 1987 (3) | Apr 1989 (20) | 12.14 | |||||
| -24.21% | Jan 2022 | Sep 2022 (9) | Feb 2024 (26) | 12.05 | |||||
| -22.75% | Jan 2022 | Sep 2022 (9) | Jan 2024 (25) | 12.23 | |||||
| -21.75% | Sep 1987 | Nov 1987 (3) | Jan 1989 (17) | 10.60 | |||||
| -19.60% | Jan 1970 | Jun 1970 (6) | Dec 1970 (12) | 9.99 | |||||
| -19.32% | Jan 2020 | Mar 2020 (3) | Aug 2020 (8) | 8.35 | |||||
| -17.61% | Dec 1980 | Jul 1982 (20) | Oct 1982 (23) | 8.79 | |||||
| -16.95% | Jan 1990 | Sep 1990 (9) | Feb 1991 (14) | 8.77 | |||||
| -16.53% | Feb 2020 | Mar 2020 (2) | Jul 2020 (6) | 7.42 | |||||
| -14.57% | Apr 1970 | Jun 1970 (3) | Nov 1970 (8) | 7.80 | |||||
| -14.32% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 7.70 | |||||
| -13.95% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 7.01 | |||||
| -13.35% | May 2011 | Sep 2011 (5) | Feb 2012 (10) | 5.69 | |||||
| -12.23% | Jun 1990 | Oct 1990 (5) | Feb 1991 (9) | 6.59 | |||||
Yearly Returns
For each year, the following table provides the return and intra-year drawdown.
The highlighted returns represent the highest values for that specific year.
The highlighted returns represent the highest values for that specific year.
Swipe left to see all data
| Year | Return | Drawdown | Return | Drawdown |
|---|---|---|---|---|
| 2024 |
+7.51%
|
0.00% |
+7.12%
|
0.00% |
| 2023 |
+21.92%
|
-8.31% |
+20.93%
|
-9.14% |
| 2022 |
-18.23%
|
-22.75% |
-17.70%
|
-24.21% |
| 2021 |
+20.16%
|
-3.88% |
+17.70%
|
-3.84% |
| 2020 |
+18.36%
|
-16.53% |
+16.72%
|
-19.32% |
| 2019 |
+26.30%
|
-4.97% |
+25.83%
|
-5.44% |
| 2018 |
-4.19%
|
-11.32% |
-7.40%
|
-11.99% |
| 2017 |
+17.68%
|
0.00% |
+21.30%
|
0.00% |
| 2016 |
+10.77%
|
-4.34% |
+9.42%
|
-5.60% |
| 2015 |
+0.40%
|
-7.05% |
-1.16%
|
-9.62% |
| 2014 |
+11.20%
|
-2.23% |
+6.75%
|
-3.49% |
| 2013 |
+26.34%
|
-2.66% |
+24.11%
|
-2.56% |
| 2012 |
+13.79%
|
-5.21% |
+15.86%
|
-7.88% |
| 2011 |
+2.36%
|
-13.35% |
-2.83%
|
-17.88% |
| 2010 |
+15.18%
|
-10.23% |
+14.62%
|
-11.38% |
| 2009 |
+23.84%
|
-14.71% |
+28.98%
|
-17.20% |
| 2008 |
-28.21%
|
-30.13% |
-34.54%
|
-37.04% |
| 2007 |
+5.68%
|
-4.17% |
+8.57%
|
-5.03% |
| 2006 |
+13.41%
|
-2.63% |
+17.83%
|
-3.36% |
| 2005 |
+5.53%
|
-3.41% |
+8.70%
|
-3.82% |
| 2004 |
+11.08%
|
-2.95% |
+14.35%
|
-3.09% |
| 2003 |
+25.40%
|
-3.13% |
+30.95%
|
-4.37% |
| 2002 |
-14.73%
|
-20.47% |
-15.98%
|
-22.25% |
| 2001 |
-7.09%
|
-17.69% |
-11.78%
|
-21.62% |
| 2000 |
-6.18%
|
-12.05% |
-9.89%
|
-14.07% |
| 1999 |
+18.90%
|
-5.12% |
+23.19%
|
-3.08% |
| 1998 |
+20.33%
|
-13.95% |
+19.50%
|
-14.32% |
| 1997 |
+26.68%
|
-3.85% |
+19.31%
|
-4.84% |
| 1996 |
+17.49%
|
-4.78% |
+14.34%
|
-4.50% |
| 1995 |
+32.26%
|
-0.70% |
+24.48%
|
-1.28% |
| 1994 |
-0.67%
|
-6.95% |
+2.56%
|
-5.09% |
| 1993 |
+10.44%
|
-2.06% |
+16.32%
|
-4.22% |
| 1992 |
+8.71%
|
-2.02% |
+1.74%
|
-4.65% |
| 1991 |
+28.96%
|
-3.69% |
+23.80%
|
-4.67% |
| 1990 |
-3.13%
|
-12.23% |
-10.22%
|
-16.95% |
| 1989 |
+25.22%
|
-2.00% |
+22.09%
|
-2.57% |
| 1988 |
+15.32%
|
-2.84% |
+18.82%
|
-3.47% |
| 1987 |
+2.40%
|
-24.55% |
+10.87%
|
-21.75% |
| 1986 |
+14.68%
|
-6.76% |
+29.27%
|
-5.18% |
| 1985 |
+29.47%
|
-3.45% |
+36.18%
|
-2.85% |
| 1984 |
+4.75%
|
-7.80% |
+3.66%
|
-8.18% |
| 1983 |
+19.17%
|
-3.09% |
+21.23%
|
-3.07% |
| 1982 |
+22.62%
|
-7.08% |
+14.99%
|
-12.58% |
| 1981 |
-1.44%
|
-10.81% |
-2.74%
|
-11.40% |
| 1980 |
+27.10%
|
-10.71% |
+27.18%
|
-10.99% |
| 1979 |
+20.47%
|
-6.94% |
+17.88%
|
-7.18% |
| 1978 |
+6.99%
|
-9.83% |
+14.57%
|
-8.59% |
| 1977 |
-2.48%
|
-6.59% |
+2.89%
|
-4.35% |
| 1976 |
+23.93%
|
-1.62% |
+17.93%
|
-2.79% |
| 1975 |
+31.73%
|
-10.05% |
+32.69%
|
-11.35% |
| 1974 |
-21.11%
|
-27.27% |
-22.01%
|
-29.06% |
| 1973 |
-13.65%
|
-14.55% |
-13.91%
|
-15.04% |
| 1972 |
+14.64%
|
-1.96% |
+22.52%
|
-1.37% |
| 1971 |
+16.00%
|
-6.14% |
+21.01%
|
-5.36% |
| 1970 |
+7.28%
|
-14.57% |
+0.25%
|
-19.60% |
