Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/25/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Paul Farrell Second Grader | -1.62% | 9.99% | 8.27% | 12.36% | 8.58% | 9.32% | NA | 7.39% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Paul Farrell Second Grader | 04/10/2007 | 04/25/2025 |
The return data shown below all have the same latest date: 04/25/2025.
AR inception is since 04/10/2007.
AR inception is since 04/10/2007.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.52 | 9.99 | 8.27 | 12.36 | 8.58 | 9.32 | NA | 7.39 | -1.62 | 16.11 | 20.90 | -17.68 | 17.84 | 17.37 | 25.69 | -7.34 | 21.25 | 9.50 | -1.20 | 6.71 | 23.77 | 15.88 | -2.74 | 14.65 | 29.34 | -34.78 | 4.39 |
| Sharpe Ratio | NA | 0.22 | 0.25 | 0.65 | 0.43 | NA | NA | 0.35 | -0.11 | 0.87 | 1.43 | -0.91 | 1.50 | 0.57 | 2.30 | -0.61 | 3.37 | 0.71 | -0.09 | 0.66 | 2.23 | 1.26 | -0.12 | 0.82 | 1.19 | -0.99 | 0.15 |
| Standard Deviation(%) | NA | 16.37 | 15.97 | 15.61 | 16.02 | NA | NA | 18.06 | 23.96 | 11.00 | 11.68 | 20.89 | 11.84 | 29.82 | 10.56 | 14.14 | 6.11 | 13.04 | 13.60 | 10.15 | 10.62 | 12.53 | 22.25 | 17.74 | 24.68 | 35.99 | 16.00 |
| Draw Down(%) | NA | 15.48 | 15.93 | 25.13 | 31.20 | NA | NA | 51.64 | 15.48 | 7.21 | 10.43 | 24.88 | 4.98 | 31.20 | 5.66 | 17.06 | 1.93 | 10.08 | 12.37 | 7.61 | 7.16 | 10.49 | 19.94 | 13.86 | 23.87 | 45.92 | 9.20 |
| Yield(%) | NA | 2.02 | 2.15 | 2.14 | 2.24 | NA | NA | 0.00 | 0.18 | 2.35 | 2.53 | 1.78 | 2.10 | 1.91 | 2.79 | 2.23 | 2.46 | 2.50 | 2.26 | 2.48 | 2.51 | 2.81 | 2.37 | 2.29 | 2.70 | 1.91 | 1.43 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Paul Farrell Second Grader |
-7.41%
Jun 2007 - Jun 2010 |
-0.80%
May 2007 - May 2012 |
5.43%
May 2007 - May 2017 |
5.59%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Paul Farrell Second Grader |
23.47%
Feb 2009 - Feb 2012 |
20.07%
Feb 2009 - Feb 2014 |
13.46%
Feb 2009 - Feb 2019 |
12.41%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart