Paul Farrell Second Grader's Starter Portfolio vs Mebane Faber Ivy Portfolio Portfolio Comparison

Simulation Settings
Period: January 1970 - April 2025 (~55 years)
Consolidated Returns as of 30 April 2025
Rebalancing: at every Jan 1st
Currency: USD
Inflation: US
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Results
30 Years
All (since January 1970)
Inflation Adjusted:
Paul Farrell Second Grader's Starter Portfolio
1.00$
Initial Capital
May 1995
11.25$
Final Capital
April 2025
8.40%
Yearly Return
13.90%
Std Deviation
-48.52%
Max Drawdown
59months
Recovery Period
1.00$
Initial Capital
May 1995
5.33$
Final Capital
April 2025
5.74%
Yearly Return
13.90%
Std Deviation
-49.37%
Max Drawdown
66months
Recovery Period
1.00$
Initial Capital
January 1970
179.84$
Final Capital
April 2025
9.84%
Yearly Return
13.90%
Std Deviation
-48.52%
Max Drawdown
59months
Recovery Period
1.00$
Initial Capital
January 1970
21.16$
Final Capital
April 2025
5.67%
Yearly Return
13.90%
Std Deviation
-49.37%
Max Drawdown
66months
Recovery Period
Mebane Faber Ivy Portfolio
1.00$
Initial Capital
May 1995
7.86$
Final Capital
April 2025
7.11%
Yearly Return
11.59%
Std Deviation
-47.39%
Max Drawdown
56months
Recovery Period
1.00$
Initial Capital
May 1995
3.72$
Final Capital
April 2025
4.48%
Yearly Return
11.59%
Std Deviation
-46.78%
Max Drawdown
67months
Recovery Period
1.00$
Initial Capital
January 1970
149.22$
Final Capital
April 2025
9.47%
Yearly Return
10.64%
Std Deviation
-47.39%
Max Drawdown
56months
Recovery Period
1.00$
Initial Capital
January 1970
17.56$
Final Capital
April 2025
5.32%
Yearly Return
10.64%
Std Deviation
-46.78%
Max Drawdown
67months
Recovery Period

As of April 2025, in the previous 30 Years, the Paul Farrell Second Grader's Starter Portfolio obtained a 8.40% compound annual return, with a 13.90% standard deviation. It suffered a maximum drawdown of -48.52% that required 59 months to be recovered.

As of April 2025, in the previous 30 Years, the Mebane Faber Ivy Portfolio obtained a 7.11% compound annual return, with a 11.59% standard deviation. It suffered a maximum drawdown of -47.39% that required 56 months to be recovered.

Disclaimer: The simulations on this website are provided in good faith but should NOT be taken as investment advice. We are not liable for any errors or actions based on this information. The authors of the website are not affiliated with the portfolio creators, who are the sole owners of their intellectual property. The translation of asset allocations into ETFs is based on the interpretation of LazyPortfolioETF.com and may not exactly reflect the original intent of the portfolio creators. Content is for informational, educational, illustrative, and entertainment purposes only.
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Asset Allocations and ETFs

The compared portfolios have the following asset allocations.

Paul Farrell Second Grader's Starter Portfolio
Weight
(%)		 Ticker Name
60.00
VTI
Vanguard Total Stock Market
30.00
VEU
Vanguard FTSE All-World ex-US
10.00
BND
Vanguard Total Bond Market
Mebane Faber Ivy Portfolio
Weight
(%)		 Ticker Name
20.00
VTI
Vanguard Total Stock Market
20.00
VEU
Vanguard FTSE All-World ex-US
20.00
VNQ
Vanguard Real Estate
20.00
BND
Vanguard Total Bond Market
20.00
GSG
iShares S&P GSCI Commodity Indexed Trust
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Portfolio Returns as of Apr 30, 2025

Returns are calculated in USD, assuming:
  • no fees or capital gain taxes.
  • rebalancing: at every Jan 1st.
  • dividend reinvestment, when applicable.
RETURN COMPARISON
Period: 1 January 1970 - 30 April 2025 (~55 years)
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Return (%) as of Apr 30, 2025
YTD
(4M) 		1M 6M 1Y 5Y 10Y 30Y MAX
(~55Y)
https://www.lazyportfolioetf.com/wp-content/themes/dynamico-child/img/author/avatar_paul_farrell.webp Second Grader's Starter
Paul Farrell 		-0.32 0.51 0.93 11.84 12.26 8.78 8.40 9.84
https://www.lazyportfolioetf.com/wp-content/themes/dynamico-child/img/author/avatar_mebane_faber.webp Ivy Portfolio
Mebane Faber 		0.41 -1.79 -0.01 7.93 10.58 5.24 7.11 9.47
Return over 1 year are annualized.
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Capital Growth as of Apr 30, 2025

Paul Farrell Second Grader's Starter Portfolio: an investment of 1$, since May 1995, now would be worth 11.25$, with a total return of 1025.11% (8.40% annualized).

Mebane Faber Ivy Portfolio: an investment of 1$, since May 1995, now would be worth 7.86$, with a total return of 685.61% (7.11% annualized).


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Paul Farrell Second Grader's Starter Portfolio: an investment of 1$, since January 1970, now would be worth 179.84$, with a total return of 17884.17% (9.84% annualized).

Mebane Faber Ivy Portfolio: an investment of 1$, since January 1970, now would be worth 149.22$, with a total return of 14821.91% (9.47% annualized).


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Portfolio Metrics as of Apr 30, 2025

The following metrics, updated as of 30 April 2025, provide an overview of performance and risk, with the best value in each row highlighted within the table.

METRIC COMPARISON
Period: 1 May 2024 - 30 April 2025 (1 year)
Period: 1 May 2020 - 30 April 2025 (5 years)
Period: 1 May 2015 - 30 April 2025 (10 years)
Period: 1 May 1995 - 30 April 2025 (30 years)
Period: 1 January 1970 - 30 April 2025 (~55 years)
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Second Grader's Starter Ivy Portfolio
Author Paul Farrell Mebane Faber
ASSET ALLOCATION
Stocks 90% 60%
Fixed Income 10% 20%
Commodities 0% 20%
PERFORMANCES
Annualized Return (%) 11.84 7.93
Infl. Adjusted Return (%) 9.33 5.50
DRAWDOWN
Deepest Drawdown Depth (%) -3.62 -2.84
Start to Recovery (months) 3* 2*
Longest Drawdown Depth (%) -3.62 -2.66
Start to Recovery (months) 3* 3
Longest Negative Period (months) 7* 8*
Drawdowns / Negative periods marked with * are in progress
RISK INDICATORS
Standard Deviation (%) 8.54 6.49
Sharpe Ratio 0.82 0.48
Sortino Ratio 1.07 0.60
Ulcer Index 1.64 1.25
Ratio: Return / Standard Deviation 1.39 1.22
Ratio: Return / Deepest Drawdown 3.27 2.79
Metrics calculated over the period 1 May 2024 - 30 April 2025
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Second Grader's Starter Ivy Portfolio
Author Paul Farrell Mebane Faber
ASSET ALLOCATION
Stocks 90% 60%
Fixed Income 10% 20%
Commodities 0% 20%
PERFORMANCES
Annualized Return (%) 12.26 10.58
Infl. Adjusted Return (%) 7.34 5.74
DRAWDOWN
Deepest Drawdown Depth (%) -24.21 -16.46
Start to Recovery (months) 26 24
Longest Drawdown Depth (%) -24.21 -16.46
Start to Recovery (months) 26 24
Longest Negative Period (months) 31 30
RISK INDICATORS
Standard Deviation (%) 14.20 11.66
Sharpe Ratio 0.68 0.69
Sortino Ratio 0.93 0.92
Ulcer Index 8.11 5.32
Ratio: Return / Standard Deviation 0.86 0.91
Ratio: Return / Deepest Drawdown 0.51 0.64
Metrics calculated over the period 1 May 2020 - 30 April 2025
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Second Grader's Starter Ivy Portfolio
Author Paul Farrell Mebane Faber
ASSET ALLOCATION
Stocks 90% 60%
Fixed Income 10% 20%
Commodities 0% 20%
PERFORMANCES
Annualized Return (%) 8.78 5.24
Infl. Adjusted Return (%) 5.51 2.08
DRAWDOWN
Deepest Drawdown Depth (%) -24.21 -21.77
Start to Recovery (months) 26 12
Longest Drawdown Depth (%) -24.21 -16.46
Start to Recovery (months) 26 24
Longest Negative Period (months) 31 59
RISK INDICATORS
Standard Deviation (%) 13.67 11.58
Sharpe Ratio 0.51 0.30
Sortino Ratio 0.69 0.39
Ulcer Index 6.76 5.96
Ratio: Return / Standard Deviation 0.64 0.45
Ratio: Return / Deepest Drawdown 0.36 0.24
Metrics calculated over the period 1 May 2015 - 30 April 2025
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Second Grader's Starter Ivy Portfolio
Author Paul Farrell Mebane Faber
ASSET ALLOCATION
Stocks 90% 60%
Fixed Income 10% 20%
Commodities 0% 20%
PERFORMANCES
Annualized Return (%) 8.40 7.11
Infl. Adjusted Return (%) 5.74 4.48
DRAWDOWN
Deepest Drawdown Depth (%) -48.52 -47.39
Start to Recovery (months) 59 56
Longest Drawdown Depth (%) -39.03 -47.39
Start to Recovery (months) 64 56
Longest Negative Period (months) 131 93
RISK INDICATORS
Standard Deviation (%) 13.90 11.59
Sharpe Ratio 0.44 0.42
Sortino Ratio 0.58 0.53
Ulcer Index 12.78 9.24
Ratio: Return / Standard Deviation 0.60 0.61
Ratio: Return / Deepest Drawdown 0.17 0.15
Metrics calculated over the period 1 May 1995 - 30 April 2025
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Second Grader's Starter Ivy Portfolio
Author Paul Farrell Mebane Faber
ASSET ALLOCATION
Stocks 90% 60%
Fixed Income 10% 20%
Commodities 0% 20%
PERFORMANCES
Annualized Return (%) 9.84 9.47
Infl. Adjusted Return (%) 5.67 5.32
DRAWDOWN
Deepest Drawdown Depth (%) -48.52 -47.39
Start to Recovery (months) 59 56
Longest Drawdown Depth (%) -39.03 -47.39
Start to Recovery (months) 64 56
Longest Negative Period (months) 131 93
RISK INDICATORS
Standard Deviation (%) 13.90 10.64
Sharpe Ratio 0.39 0.47
Sortino Ratio 0.52 0.61
Ulcer Index 10.87 7.16
Ratio: Return / Standard Deviation 0.71 0.89
Ratio: Return / Deepest Drawdown 0.20 0.20
Metrics calculated over the period 1 January 1970 - 30 April 2025
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Drawdowns

A drawdown refers to the decline in value from a relative peak value to a relative trough. A maximum drawdown is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained.

DRAWDOWN COMPARISON
Period: 1 May 1995 - 30 April 2025 (30 years)
Period: 1 January 1970 - 30 April 2025 (~55 years)

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Second Grader's Starter Ivy Portfolio
Drawdown
(%) 		Recovery
(#Months)		 From
To		 Drawdown
(%) 		Recovery
(#Months)		 From
To
-48.52 59 Nov 2007
Sep 2012
-47.39 56 Jun 2008
Jan 2013
-39.03 64 Apr 2000
Jul 2005
-24.21 26 Jan 2022
Feb 2024
-21.77 12 Jan 2020
Dec 2020
-19.32 8 Jan 2020
Aug 2020
-16.46 24 Apr 2022
Mar 2024
-15.89 37 Jul 2014
Jul 2017
-14.32 5 Jul 1998
Nov 1998
-13.25 13 Apr 1998
Apr 1999
-11.99 7 Oct 2018
Apr 2019
-11.43 28 Feb 2001
May 2003
-11.00 7 Oct 2018
Apr 2019
-10.88 14 Jun 2015
Jul 2016
-6.08 6 Nov 2007
Apr 2008

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Second Grader's Starter Ivy Portfolio
Drawdown
(%) 		Recovery
(#Months)		 From
To		 Drawdown
(%) 		Recovery
(#Months)		 From
To
-48.52 59 Nov 2007
Sep 2012
-47.39 56 Jun 2008
Jan 2013
-39.03 64 Apr 2000
Jul 2005
-38.74 39 Jan 1973
Mar 1976
-24.21 26 Jan 2022
Feb 2024
-21.77 12 Jan 2020
Dec 2020
-21.75 17 Sep 1987
Jan 1989
-19.60 12 Jan 1970
Dec 1970
-19.32 8 Jan 2020
Aug 2020
-17.61 23 Dec 1980
Oct 1982
-16.95 14 Jan 1990
Feb 1991
-16.46 24 Apr 2022
Mar 2024
-15.89 37 Jul 2014
Jul 2017
-14.32 5 Jul 1998
Nov 1998
-13.25 13 Apr 1998
Apr 1999

Rolling Returns

By selecting the 'Rolling Period', the chart and data will update. To study a different date range, change the Simulation Settings.

You can explore the Rolling Returns for a single portfolio, or check the return differential, by switching on "Head To Head" toggle.

Rolling Returns Comparison
Annualized Rolling Returns Chart
Rolling Returns Chart - Inflation Adjusted
Time Period: 1 January 1970 - 30 April 2025 (~55 years)


Head To Head (Ptf 1 vs Ptf 2):
US Inflation Adjusted:

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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.

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Second Grader's Starter Ivy Portfolio
Year Return
(%)		 Drawdown
(%)		 Return
(%)		 Drawdown
(%)
2025
 -0.32 -3.62 0.41 -2.84
2024
 16.09 -3.63 8.82 -3.17
2023
 20.93 -9.14 10.72 -7.72
2022
 -17.70 -24.21 -10.08 -16.46
2021
 17.70 -3.84 22.27 -4.02
2020
 16.72 -19.32 2.25 -21.77
2019
 25.83 -5.44 21.16 -3.82
2018
 -7.40 -11.99 -7.88 -11.00
2017
 21.30 0.00 12.20 -0.65
2016
 9.42 -5.60 7.80 -4.52
2015
 -1.16 -9.62 -7.10 -9.47
2014
 6.75 -3.49 2.25 -5.17
2013
 24.11 -2.56 9.20 -3.80
2012
 15.86 -7.88 11.11 -6.84
2011
 -2.83 -17.88 0.04 -15.74
2010
 14.62 -11.38 14.19 -9.36
2009
 28.98 -17.20 22.28 -18.34
2008
 -34.54 -37.04 -31.26 -38.00
2007
 8.57 -5.03 8.59 -3.39
2006
 17.83 -3.36 15.77 -2.05
2005
 8.70 -3.82 11.34 -3.60
2004
 14.35 -3.09 17.00 -5.89
2003
 30.95 -4.37 28.11 -2.13
2002
 -15.98 -22.25 3.82 -5.15
2001
 -11.78 -21.62 -8.45 -11.43
2000
 -9.89 -14.07 12.26 -2.94
1999
 23.19 -3.08 17.97 -2.78
1998
 19.50 -14.32 -0.93 -13.25
1997
 19.31 -4.84 8.87 -3.23
1996
 14.34 -4.50 19.40 -2.64
1995
 24.48 -1.28 18.09 -1.03
1994
 2.56 -5.09 0.77 -6.49
1993
 16.32 -4.22 11.51 -5.04
1992
 1.74 -4.65 4.09 -3.09
1991
 23.80 -4.67 17.33 -3.31
1990
 -10.22 -16.95 -1.70 -7.21
1989
 22.09 -2.57 20.35 -1.48
1988
 18.82 -3.47 18.35 -1.99
1987
 10.87 -21.75 10.95 -11.40
1986
 29.27 -5.18 22.86 -3.01
1985
 36.18 -2.85 26.65 -0.47
1984
 3.66 -8.18 8.40 -3.66
1983
 21.23 -3.07 19.70 -1.57
1982
 14.99 -12.58 16.68 -4.00
1981
 -2.74 -11.40 -3.14 -8.21
1980
 27.18 -10.99 18.97 -10.97
1979
 17.88 -7.18 21.71 -6.97
1978
 14.57 -8.59 16.56 -5.04
1977
 2.89 -4.35 9.30 -1.92
1976
 17.93 -2.79 15.62 -2.43
1975
 32.69 -11.35 15.63 -5.46
1974
 -22.01 -29.06 -4.73 -12.61
1973
 -13.91 -15.04 6.86 -6.06
1972
 22.52 -1.37 21.95 -0.17
1971
 21.01 -5.36 16.81 -4.23
1970
 0.25 -19.60 5.11 -11.16
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