Last Update: 28 February 2021
The Developed World 80/20 Portfolio obtained a 5.44% compound annual return, with a 12.06% 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
Swipe left to see all data
| Developed World 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 | +5.44% | +10.03% |
| Std Dev | 12.06% | 12.58% | |
| Max Drawdown | -19.27% | -19.32% | |
Last Update: 28 February 2021
Historical Returns
The examinated historical serie starts from January 1999
Swipe left to see all data
| 1M | 3M | 6M | 1Y | 3Y(*) | 5Y(*) | 10Y(*) | MAX(*) | |
|---|---|---|---|---|---|---|---|---|
| Developed World 80/20 Portfolio | +1.61 | +5.52 | +12.77 | +19.01 | +5.42 | +9.27 | +5.44 | +5.58 |
| Paul Farrell Second Grader's Starter Portfolio | +2.36 | +6.81 | +13.17 | +28.80 | +11.38 | +14.34 | +10.03 | +7.03 |
(*) annualized
Capital Growth
Drawdowns
Yearly Returns
Yearly return comparison. Common historical serie start from January 1999.
Swipe left to see all data
| Year | Developed World 80/20 Portfolio | Paul Farrell Second Grader's Starter Portfolio |
|---|---|---|
| 2021 |
+0.90% | +2.18% |
| 2020 |
+8.72% | +16.72% |
| 2019 |
+19.67% | +25.83% |
| 2018 |
-11.24% | -7.40% |
| 2017 |
+21.61% | +21.30% |
| 2016 |
+3.06% | +9.42% |
| 2015 |
-0.06% | -1.16% |
| 2014 |
-3.03% | +6.75% |
| 2013 |
+17.30% | +24.11% |
| 2012 |
+16.75% | +15.86% |
| 2011 |
-8.12% | -2.83% |
| 2010 |
+8.38% | +14.62% |
| 2009 |
+25.05% | +28.98% |
| 2008 |
-32.99% | -34.54% |
| 2007 |
+9.92% | +8.57% |
| 2006 |
+21.60% | +17.83% |
| 2005 |
+11.88% | +8.70% |
| 2004 |
+17.42% | +14.35% |
| 2003 |
+31.72% | +30.95% |
| 2002 |
-10.63% | -15.98% |
| 2001 |
-15.38% | -11.78% |
| 2000 |
-9.59% | -9.89% |
| 1999 |
+30.43% | +23.19% |