Last Update: 31 August 2021

The Technology Portfolio obtained a 22.53% compound annual return, with a 15.49% standard deviation, in the last 10 years.

The Paul Farrell Second Grader's Starter Portfolio obtained a 12.19% compound annual return, with a 12.33% standard deviation, in the last 10 years.

Summary

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Technology Portfolio Paul Farrell Second Grader's Starter Portfolio
Risk Very High Very High
Asset Allocation Stocks 100% 90%
Fixed Income 0% 10%
Commodities 0% 0%
10 Years Stats Return +22.53% +12.19%
Std Dev 15.49% 12.33%
Max Drawdown -16.96% -19.32%

Last Update: 31 August 2021

Historical Returns

The examinated historical serie starts from January 1987

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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) MAX(*)
Technology Portfolio +4.22 +13.91 +21.24 +29.39 +27.63 +27.68 +22.53 +14.96
Paul Farrell Second Grader's Starter Portfolio +2.20 +4.47 +12.76 +27.61 +14.28 +14.22 +12.19 +9.38
(*) 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 Technology Portfolio Paul Farrell Second Grader's Starter Portfolio
2021
+21.39% +15.21%
2020
+48.40% +16.72%
2019
+38.96% +25.83%
2018
-0.12% -7.40%
2017
+32.66% +21.30%
2016
+7.10% +9.42%
2015
+9.45% -1.16%
2014
+19.18% +6.75%
2013
+36.63% +24.11%
2012
+18.12% +15.86%
2011
+3.47% -2.83%
2010
+20.14% +14.62%
2009
+54.68% +28.98%
2008
-41.73% -34.54%
2007
+19.02% +8.57%
2006
+7.14% +17.83%
2005
+1.57% +8.70%
2004
+10.54% +14.35%
2003
+49.67% +30.95%
2002
-37.37% -15.98%
2001
-33.34% -11.78%
2000
-36.11% -9.89%
1999
+101.95% +23.19%
1998
+85.30% +19.50%
1997
+20.63% +19.31%
1996
+42.54% +14.34%
1995
+42.54% +24.48%
1994
+1.50% +2.56%
1993
+10.58% +16.32%
1992
+8.86% +1.74%
1991
+64.99% +23.80%
1990
-10.41% -10.22%
1989
+26.17% +22.09%
1988
+13.54% +18.82%
1987
+10.50% +10.87%
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