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

Time Range:

Drawdowns

Time Range:

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%
Share this page