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
Drawdowns
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% |