Last Update: 31 March 2024
The US Stocks ESG Portfolio obtained a 10.36% compound annual return, with a 16.05% standard deviation, in the last 10 Years.
The Paul Farrell Second Grader's Starter Portfolio obtained a 8.95% compound annual return, with a 13.54% standard deviation, in the last 10 Years.
Summary
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| US Stocks ESG 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% | |
| 10 Years Stats | Return | +10.36% | +8.95% |
| Std Dev | 16.05% | 13.54% | |
| Max Drawdown | -27.79% | -24.21% | |
| All time Stats (Since Sep 2005) |
Return | +9.55% | +8.19% |
| Std Dev | 17.13% | 14.43% | |
| Max Drawdown | -52.70% | -48.52% | |
| Last Update: 31 March 2024 | |||
Historical Returns as of Mar 31, 2024
Comparison period starts from September 2005
Swipe left to see all data
| 1M | 6M | 1Y | 5Y | 10Y | MAX | |
|---|---|---|---|---|---|---|
| US Stocks ESG Portfolio | +2.82 | +24.68 | +31.57 | +15.07 | +10.36 | +9.55 |
| Paul Farrell Second Grader's Starter Portfolio | +2.84 | +18.90 | +21.44 | +10.51 | +8.95 | +8.19 |
| Return over 1 year are annualized. |
Capital Growth as of Mar 31, 2024
US Stocks ESG Portfolio: an investment of 1$, since April 2014,
now would be worth 2.68$, with a total return of 167.99%
(10.36% annualized).
Paul Farrell Second Grader's Starter Portfolio: an investment of 1$, since April 2014, now would be worth 2.36$, with a total return of 135.70% (8.95% annualized).
Paul Farrell Second Grader's Starter Portfolio: an investment of 1$, since April 2014, now would be worth 2.36$, with a total return of 135.70% (8.95% annualized).
US Stocks ESG Portfolio: an investment of 1$, since September 2005,
now would be worth 5.44$, with a total return of 444.48%
(9.55% annualized).
Paul Farrell Second Grader's Starter Portfolio: an investment of 1$, since September 2005, now would be worth 4.32$, with a total return of 332.18% (8.19% annualized).
Paul Farrell Second Grader's Starter Portfolio: an investment of 1$, since September 2005, now would be worth 4.32$, with a total return of 332.18% (8.19% annualized).
Drawdowns
Drawdown comparison chart since April 2014.
Swipe left to see all data
|
US Stocks ESG 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 |
| -27.79% | Jan 2022 | Sep 2022 (9) | Jan 2024 (25) | 15.67 | |||||
| -24.21% | Jan 2022 | Sep 2022 (9) | Feb 2024 (26) | 12.05 | |||||
| -19.32% | Jan 2020 | Mar 2020 (3) | Aug 2020 (8) | 8.35 | |||||
| -19.14% | Feb 2020 | Mar 2020 (2) | Jul 2020 (6) | 8.48 | |||||
| -17.80% | Feb 2018 | Dec 2018 (11) | Jul 2019 (18) | 7.36 | |||||
| -13.26% | Jul 2015 | Jan 2016 (7) | Nov 2016 (17) | 6.04 | |||||
| -11.99% | Oct 2018 | Dec 2018 (3) | Apr 2019 (7) | 5.73 | |||||
| -10.88% | Jun 2015 | Feb 2016 (9) | Jul 2016 (14) | 5.67 | |||||
| -5.81% | Sep 2020 | Oct 2020 (2) | Nov 2020 (3) | 3.48 | |||||
| -5.44% | May 2019 | May 2019 (1) | Jun 2019 (2) | 3.14 | |||||
| -5.21% | Sep 2021 | Sep 2021 (1) | Oct 2021 (2) | 3.01 | |||||
| -5.17% | Feb 2018 | Mar 2018 (2) | Aug 2018 (7) | 3.49 | |||||
| -4.63% | Sep 2014 | Sep 2014 (1) | Nov 2014 (3) | 2.61 | |||||
| -4.47% | Sep 2020 | Oct 2020 (2) | Nov 2020 (3) | 2.60 | |||||
| -3.84% | Sep 2021 | Sep 2021 (1) | Oct 2021 (2) | 2.22 | |||||
| -3.54% | Jul 2014 | Jul 2014 (1) | Aug 2014 (2) | 2.04 | |||||
| -2.76% | Sep 2014 | Sep 2014 (1) | Nov 2014 (3) | 1.47 | |||||
| -2.50% | Dec 2014 | Jan 2015 (2) | Feb 2015 (3) | 1.37 | |||||
| -2.13% | Dec 2014 | Jan 2015 (2) | Feb 2015 (3) | 1.07 | |||||
| -2.12% | Nov 2021 | Nov 2021 (1) | Dec 2021 (2) | 1.22 | |||||
Drawdown comparison chart since September 2005.
Swipe left to see all data
|
US Stocks ESG 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 |
| -52.70% | Jun 2007 | Feb 2009 (21) | Feb 2011 (45) | 25.25 | |||||
| -48.52% | Nov 2007 | Feb 2009 (16) | Sep 2012 (59) | 20.36 | |||||
| -27.79% | Jan 2022 | Sep 2022 (9) | Jan 2024 (25) | 15.67 | |||||
| -24.21% | Jan 2022 | Sep 2022 (9) | Feb 2024 (26) | 12.05 | |||||
| -23.59% | May 2011 | Sep 2011 (5) | Jan 2013 (21) | 9.88 | |||||
| -19.32% | Jan 2020 | Mar 2020 (3) | Aug 2020 (8) | 8.35 | |||||
| -19.14% | Feb 2020 | Mar 2020 (2) | Jul 2020 (6) | 8.48 | |||||
| -17.80% | Feb 2018 | Dec 2018 (11) | Jul 2019 (18) | 7.36 | |||||
| -13.26% | Jul 2015 | Jan 2016 (7) | Nov 2016 (17) | 6.04 | |||||
| -11.99% | Oct 2018 | Dec 2018 (3) | Apr 2019 (7) | 5.73 | |||||
| -10.88% | Jun 2015 | Feb 2016 (9) | Jul 2016 (14) | 5.67 | |||||
| -5.81% | Sep 2020 | Oct 2020 (2) | Nov 2020 (3) | 3.48 | |||||
| -5.44% | May 2019 | May 2019 (1) | Jun 2019 (2) | 3.14 | |||||
| -5.21% | Sep 2021 | Sep 2021 (1) | Oct 2021 (2) | 3.01 | |||||
| -5.17% | Feb 2018 | Mar 2018 (2) | Aug 2018 (7) | 3.49 | |||||
| -4.63% | Sep 2014 | Sep 2014 (1) | Nov 2014 (3) | 2.61 | |||||
| -4.47% | Sep 2020 | Oct 2020 (2) | Nov 2020 (3) | 2.60 | |||||
| -3.84% | Sep 2021 | Sep 2021 (1) | Oct 2021 (2) | 2.22 | |||||
| -3.54% | Jul 2014 | Jul 2014 (1) | Aug 2014 (2) | 2.04 | |||||
| -3.49% | Jan 2014 | Jan 2014 (1) | Feb 2014 (2) | 2.01 | |||||
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 |
+9.83%
|
0.00% |
+7.12%
|
0.00% |
| 2023 |
+30.80%
|
-9.36% |
+20.93%
|
-9.14% |
| 2022 |
-24.04%
|
-27.79% |
-17.70%
|
-24.21% |
| 2021 |
+26.20%
|
-5.21% |
+17.70%
|
-3.84% |
| 2020 |
+25.67%
|
-19.14% |
+16.72%
|
-19.32% |
| 2019 |
+33.37%
|
-6.25% |
+25.83%
|
-5.44% |
| 2018 |
-15.69%
|
-17.80% |
-7.40%
|
-11.99% |
| 2017 |
+13.03%
|
-1.52% |
+21.30%
|
0.00% |
| 2016 |
+11.65%
|
-6.66% |
+9.42%
|
-5.60% |
| 2015 |
+2.12%
|
-10.78% |
-1.16%
|
-9.62% |
| 2014 |
+9.13%
|
-4.63% |
+6.75%
|
-3.49% |
| 2013 |
+38.98%
|
-3.17% |
+24.11%
|
-2.56% |
| 2012 |
+17.37%
|
-9.30% |
+15.86%
|
-7.88% |
| 2011 |
-5.78%
|
-23.59% |
-2.83%
|
-17.88% |
| 2010 |
+19.88%
|
-12.90% |
+14.62%
|
-11.38% |
| 2009 |
+39.10%
|
-15.76% |
+28.98%
|
-17.20% |
| 2008 |
-39.83%
|
-43.27% |
-34.54%
|
-37.04% |
| 2007 |
+5.81%
|
-6.69% |
+8.57%
|
-5.03% |
| 2006 |
+18.46%
|
-2.59% |
+17.83%
|
-3.36% |
