Last Update: 31 March 2024
The Technology Portfolio obtained a 14.30% compound annual return, with a 23.97% 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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| Technology Portfolio | Paul Farrell Second Grader's Starter Portfolio | ||
|---|---|---|---|
| Portfolio Risk | Very High | Very High | |
| Asset Allocation | Stocks | 100% | 90% |
| Fixed Income | 0% | 10% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +14.30% | +8.50% |
| Std Dev | 23.97% | 13.85% | |
| Max Drawdown | -81.08% | -48.52% | |
| All time Stats (Since Jan 1971) |
Return | +12.75% | +10.08% |
| Std Dev | 22.52% | 13.88% | |
| Max Drawdown | -81.08% | -48.52% | |
| Last Update: 31 March 2024 | |||
Historical Returns as of Mar 31, 2024
Comparison period starts from January 1971
Swipe left to see all data
| 1M | 6M | 1Y | 5Y | 10Y | 30Y | MAX | |
|---|---|---|---|---|---|---|---|
| Technology Portfolio | +1.27 | +24.41 | +39.27 | +20.61 | +18.58 | +14.30 | +12.75 |
| Paul Farrell Second Grader's Starter Portfolio | +2.84 | +18.90 | +21.44 | +10.51 | +8.95 | +8.50 | +10.08 |
| Return over 1 year are annualized. |
Capital Growth as of Mar 31, 2024
Technology Portfolio: an investment of 1$, since April 1994,
now would be worth 55.17$, with a total return of 5417.17%
(14.30% 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).
Technology Portfolio: an investment of 1$, since January 1971,
now would be worth 597.22$, with a total return of 59621.70%
(12.75% annualized).
Paul Farrell Second Grader's Starter Portfolio: an investment of 1$, since January 1971, now would be worth 166.07$, with a total return of 16506.66% (10.08% annualized).
Paul Farrell Second Grader's Starter Portfolio: an investment of 1$, since January 1971, now would be worth 166.07$, with a total return of 16506.66% (10.08% annualized).
Drawdowns
Drawdown comparison chart since April 1994.
Swipe left to see all data
|
Technology 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 |
| -81.08% | Apr 2000 | Sep 2002 (30) | Oct 2014 (175) | 56.07 | |||||
| -48.52% | Nov 2007 | Feb 2009 (16) | Sep 2012 (59) | 20.36 | |||||
| -39.03% | Apr 2000 | Sep 2002 (30) | Jul 2005 (64) | 20.73 | |||||
| -32.58% | Jan 2022 | Dec 2022 (12) | Dec 2023 (24) | 19.19 | |||||
| -24.21% | Jan 2022 | Sep 2022 (9) | Feb 2024 (26) | 12.05 | |||||
| -19.32% | Jan 2020 | Mar 2020 (3) | Aug 2020 (8) | 8.35 | |||||
| -17.20% | Aug 1998 | Aug 1998 (1) | Oct 1998 (3) | 8.68 | |||||
| -16.96% | Sep 2018 | Dec 2018 (4) | Apr 2019 (8) | 8.13 | |||||
| -14.32% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 7.70 | |||||
| -13.51% | Feb 1997 | Mar 1997 (2) | May 1997 (4) | 7.32 | |||||
| -12.90% | Feb 2020 | Mar 2020 (2) | Apr 2020 (3) | 7.13 | |||||
| -11.99% | Oct 2018 | Dec 2018 (3) | Apr 2019 (7) | 5.73 | |||||
| -10.88% | Jun 2015 | Feb 2016 (9) | Jul 2016 (14) | 5.67 | |||||
| -10.50% | Aug 1997 | Dec 1997 (5) | Feb 1998 (7) | 5.23 | |||||
| -9.82% | Dec 2015 | Feb 2016 (3) | Jul 2016 (8) | 5.36 | |||||
| -9.49% | Feb 1999 | Feb 1999 (1) | Apr 1999 (3) | 4.77 | |||||
| -8.88% | Aug 2015 | Sep 2015 (2) | Oct 2015 (3) | 5.60 | |||||
| -8.65% | Sep 2020 | Oct 2020 (2) | Nov 2020 (3) | 5.20 | |||||
| -8.23% | May 2019 | May 2019 (1) | Jul 2019 (3) | 4.16 | |||||
| -8.14% | Jun 1996 | Jul 1996 (2) | Sep 1996 (4) | 4.20 | |||||
Drawdown comparison chart since January 1971.
Swipe left to see all data
|
Technology 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 |
| -81.08% | Apr 2000 | Sep 2002 (30) | Oct 2014 (175) | 56.07 | |||||
| -58.37% | Jan 1973 | Sep 1974 (21) | Aug 1978 (68) | 32.58 | |||||
| -48.52% | Nov 2007 | Feb 2009 (16) | Sep 2012 (59) | 20.36 | |||||
| -39.03% | Apr 2000 | Sep 2002 (30) | Jul 2005 (64) | 20.73 | |||||
| -38.74% | Jan 1973 | Sep 1974 (21) | Mar 1976 (39) | 17.38 | |||||
| -34.57% | Sep 1987 | Nov 1987 (3) | May 1989 (21) | 17.23 | |||||
| -32.58% | Jan 2022 | Dec 2022 (12) | Dec 2023 (24) | 19.19 | |||||
| -27.93% | Jul 1983 | Jul 1984 (13) | Nov 1985 (29) | 16.11 | |||||
| -27.64% | Jul 1990 | Oct 1990 (4) | Feb 1991 (8) | 16.50 | |||||
| -25.11% | Jun 1981 | Jul 1982 (14) | Nov 1982 (18) | 15.65 | |||||
| -24.21% | Jan 2022 | Sep 2022 (9) | Feb 2024 (26) | 12.05 | |||||
| -21.75% | Sep 1987 | Nov 1987 (3) | Jan 1989 (17) | 10.60 | |||||
| -19.32% | Jan 2020 | Mar 2020 (3) | Aug 2020 (8) | 8.35 | |||||
| -19.01% | Feb 1980 | Mar 1980 (2) | Jul 1980 (6) | 9.28 | |||||
| -17.69% | Sep 1978 | Oct 1978 (2) | Jun 1979 (10) | 8.77 | |||||
| -17.61% | Dec 1980 | Jul 1982 (20) | Oct 1982 (23) | 8.79 | |||||
| -17.20% | Aug 1998 | Aug 1998 (1) | Oct 1998 (3) | 8.68 | |||||
| -16.96% | Sep 2018 | Dec 2018 (4) | Apr 2019 (8) | 8.13 | |||||
| -16.95% | Jan 1990 | Sep 1990 (9) | Feb 1991 (14) | 8.77 | |||||
| -15.73% | Jun 1986 | Sep 1986 (4) | Jan 1987 (8) | 9.55 | |||||
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 |
+8.56%
|
0.00% |
+7.12%
|
0.00% |
| 2023 |
+54.85%
|
-8.42% |
+20.93%
|
-9.14% |
| 2022 |
-32.58%
|
-32.58% |
-17.70%
|
-24.21% |
| 2021 |
+27.42%
|
-5.68% |
+17.70%
|
-3.84% |
| 2020 |
+48.40%
|
-12.90% |
+16.72%
|
-19.32% |
| 2019 |
+38.96%
|
-8.23% |
+25.83%
|
-5.44% |
| 2018 |
-0.12%
|
-16.96% |
-7.40%
|
-11.99% |
| 2017 |
+32.66%
|
-2.32% |
+21.30%
|
0.00% |
| 2016 |
+7.10%
|
-8.37% |
+9.42%
|
-5.60% |
| 2015 |
+9.45%
|
-8.88% |
-1.16%
|
-9.62% |
| 2014 |
+19.18%
|
-3.04% |
+6.75%
|
-3.49% |
| 2013 |
+36.63%
|
-2.39% |
+24.11%
|
-2.56% |
| 2012 |
+18.12%
|
-8.13% |
+15.86%
|
-7.88% |
| 2011 |
+3.47%
|
-10.79% |
-2.83%
|
-17.88% |
| 2010 |
+20.14%
|
-12.93% |
+14.62%
|
-11.38% |
| 2009 |
+54.68%
|
-7.43% |
+28.98%
|
-17.20% |
| 2008 |
-41.73%
|
-43.03% |
-34.54%
|
-37.04% |
| 2007 |
+19.02%
|
-6.83% |
+8.57%
|
-5.03% |
| 2006 |
+7.14%
|
-11.54% |
+17.83%
|
-3.36% |
| 2005 |
+1.57%
|
-12.37% |
+8.70%
|
-3.82% |
| 2004 |
+10.54%
|
-9.86% |
+14.35%
|
-3.09% |
| 2003 |
+49.67%
|
-2.90% |
+30.95%
|
-4.37% |
| 2002 |
-37.37%
|
-46.75% |
-15.98%
|
-22.25% |
| 2001 |
-33.34%
|
-54.93% |
-11.78%
|
-21.62% |
| 2000 |
-36.11%
|
-46.69% |
-9.89%
|
-14.07% |
| 1999 |
+101.95%
|
-9.49% |
+23.19%
|
-3.08% |
| 1998 |
+85.30%
|
-17.20% |
+19.50%
|
-14.32% |
| 1997 |
+20.63%
|
-13.51% |
+19.31%
|
-4.84% |
| 1996 |
+42.54%
|
-8.14% |
+14.34%
|
-4.50% |
| 1995 |
+42.54%
|
-3.77% |
+24.48%
|
-1.28% |
| 1994 |
+1.50%
|
-12.97% |
+2.56%
|
-5.09% |
| 1993 |
+10.58%
|
-8.26% |
+16.32%
|
-4.22% |
| 1992 |
+8.86%
|
-13.48% |
+1.74%
|
-4.65% |
| 1991 |
+64.99%
|
-8.89% |
+23.80%
|
-4.67% |
| 1990 |
-10.41%
|
-27.64% |
-10.22%
|
-16.95% |
| 1989 |
+26.17%
|
-4.64% |
+22.09%
|
-2.57% |
| 1988 |
+13.54%
|
-10.50% |
+18.82%
|
-3.47% |
| 1987 |
+10.50%
|
-34.57% |
+10.87%
|
-21.75% |
| 1986 |
+6.89%
|
-15.73% |
+29.27%
|
-5.18% |
| 1985 |
+35.61%
|
-6.97% |
+36.18%
|
-2.85% |
| 1984 |
-11.31%
|
-17.55% |
+3.66%
|
-8.18% |
| 1983 |
+19.87%
|
-13.85% |
+21.23%
|
-3.07% |
| 1982 |
+18.67%
|
-14.55% |
+14.99%
|
-12.58% |
| 1981 |
-3.21%
|
-19.44% |
-2.74%
|
-11.40% |
| 1980 |
+33.88%
|
-19.01% |
+27.18%
|
-10.99% |
| 1979 |
+28.11%
|
-9.91% |
+17.88%
|
-7.18% |
| 1978 |
+12.31%
|
-17.69% |
+14.57%
|
-8.59% |
| 1977 |
+7.33%
|
-3.83% |
+2.89%
|
-4.35% |
| 1976 |
+26.10%
|
-2.85% |
+17.93%
|
-2.79% |
| 1975 |
+29.76%
|
-14.58% |
+32.69%
|
-11.35% |
| 1974 |
-35.11%
|
-41.36% |
-22.01%
|
-29.06% |
| 1973 |
-31.06%
|
-31.06% |
-13.91%
|
-15.04% |
| 1972 |
+17.18%
|
-3.61% |
+22.52%
|
-1.37% |
| 1971 |
+27.35%
|
-7.42% |
+21.01%
|
-5.36% |
