The Merrill Lynch Edge Select Conservative Portfolio is exposed for 21% on the Stock Market .

It's a Low Risk portfolio and it can be replicated with 12 ETFs.

In the last 10 years, the portfolio obtained a 4.91% compound annual return, with a 3.20% standard deviation (Last Update: October 2019).

Asset Allocation and ETFs

The Merrill Lynch Edge Select Conservative Portfolio has the following asset allocation:

21% Stocks
79% Fixed Income
0% Commodities

The Merrill Lynch Edge Select Conservative Portfolio can be replicated with the following ETFs:

Weight Ticker ETF Name Investment Themes
8.00 % VTV Vanguard Value Equity, U.S., Large Cap, Value
5.00 % VUG Vanguard Growth Equity, U.S., Large Cap, Growth
5.00 % VEU Vanguard FTSE All-World ex-US Equity, Global ex-US, Large Cap
1.00 % IJS iShares S&P Small-Cap 600 Value Equity, U.S., Small Cap, Value
1.00 % IJT iShares S&P Small-Cap 600 Growth Equity, U.S., Small Cap, Growth
1.00 % VWO Vanguard FTSE Emerging Markets Equity, Emerging Markets, Large Cap
24.00 % BIL SPDR Blmbg Barclays 1-3 Mth T-Bill Bond, U.S., Ultra Short-Term
17.00 % IEI iShares 3-7 Year Treasury Bond Bond, U.S., Intermediate-Term
12.00 % MBB iShares MBS Bond, U.S., Long-Term
12.00 % BNDX Vanguard Total International Bond Bond, Developed Markets, All-Term
10.00 % LQD iShares Investment Grade Corporate Bond Bond, U.S., All-Term
4.00 % HYG iShares iBoxx $ High Yield Corporate Bond Bond, U.S., Intermediate-Term

Returns, capital growth, stats are calculated assuming a rebalancing of the portfolio at the beginning of each year (i.e. at every January 1st).

Historical Returns

Merrill Lynch Edge Select Conservative Portfolio - Historical returns and stats:

Swipe left to see all data
Range Returns
Oct 2019
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+0.68%
0.00%
1 - 0
YTD
+9.42%
-0.75%
May 2019 - May 2019
9 - 1
1Y
+9.22%
3.43%
-0.92%
Dec 2018 - Dec 2018
10 - 2
3Y
+5.00%
annualized
2.86%
-2.26%
Sep 2018 - Dec 2018
29 - 7
5Y
+3.94%
annualized
2.90%
-2.46%
May 2015 - Sep 2015
43 - 17
10Y
+4.91%
annualized
3.20%
-2.88%
Jun 2011 - Sep 2011
86 - 34
MAX
Dec 2007
+4.37%
annualized
4.12%
-10.96%
May 2008 - Feb 2009
98 - 44

* Annualized St.Dev. of monthly returns

Best Low Risk Porftolios, ordered by 10Y annualized return.

Portfolio 10Y Return ▾ #ETF Stocks Bonds Comm.
Edge Select Conservative
Merrill Lynch
+4.91% 12 21 79 0
10-year Treasury
+4.32% 1 0 100 0
Dimensional Retirement Income Fund
DFA
+4.31% 7 20.4 79.6 0
Conservative Income
Charles Schwab
+3.57% 6 5 95 0
Robo Advisor 0
Betterment
+1.24% 2 0 100 0

See all portfolios

Capital Growth

Time Range:

Drawdowns

Time Range:

Rolling Returns

Merrill Lynch Edge Select Conservative Portfolio: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+4.67% +17.85%
Mar 2009 - Feb 2010
-10.34%
Mar 2008 - Feb 2009
9.16%
2 Years
+4.89% +12.95%
Mar 2009 - Feb 2011
+1.63%
Mar 2014 - Feb 2016
0.00%
3 Years
+4.81% +10.30%
Mar 2009 - Feb 2012
+2.78%
Mar 2013 - Feb 2016
0.00%
5 Years
+4.71% +8.18%
Mar 2009 - Feb 2014
+2.95%
Jan 2014 - Dec 2018
0.00%
7 Years
+4.71% +6.26%
Mar 2009 - Feb 2016
+3.79%
Jan 2012 - Dec 2018
0.00%
10 Years
+4.87% +5.74%
Mar 2009 - Feb 2019
+4.20%
May 2008 - Apr 2018
0.00%

* Annualized rolling and average returns over full calendar month periods

Yearly Returns - Monthly Returns Heatmap

Swipe left to see all data
Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2019
+9.42% 2.6 0.7 1.2 0.9 -0.8 2.4 0.4 0.6 0.4 0.7
2018
-1.01% 0.6 -1.3 0.1 -0.3 0.6 0.0 0.9 0.6 -0.2 -1.9 0.8 -0.9
2017
+6.61% 0.5 1.0 0.2 0.7 0.7 0.1 0.8 0.5 0.4 0.6 0.5 0.6
2016
+4.68% -0.5 0.4 2.1 0.5 0.2 1.1 1.2 0.1 0.2 -0.9 -0.4 0.7
2015
-0.16% 0.6 0.8 -0.2 0.3 -0.1 -1.0 0.6 -1.6 -0.3 1.7 -0.2 -0.7
2014
+4.86% -0.1 1.3 0.1 0.5 1.0 0.6 -0.6 1.4 -1.0 1.0 0.7 -0.2
2013
+5.11% 0.7 0.5 0.8 1.1 -0.9 -1.4 1.5 -1.1 1.6 1.5 0.6 0.2
2012
+6.74% 1.7 1.1 0.2 0.3 -1.5 1.3 1.0 0.7 1.0 -0.1 0.3 0.6
2011
+3.69% 0.6 0.9 0.1 1.6 0.3 -0.5 0.4 -0.9 -1.9 2.8 -0.6 1.1
2010
+7.50% -0.1 0.8 1.4 0.9 -1.7 0.2 2.3 -0.0 2.1 1.0 -0.7 1.1
2009
+10.71% -2.4 -3.1 2.2 3.1 2.1 0.4 3.3 1.3 2.0 -0.5 2.1 -0.0
2008
-5.36% -0.1 -0.1 -0.0 0.7 -0.4 -1.9 0.1 0.3 -3.4 -4.3 0.2 3.5

* Note:
Portofolio Returns, up to December 2013, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets, instead of the actual ETFs of the portfolio.

In particular, it has been used:

BNDX - Vanguard Total International Bond: simulated historical serie, up to December 2013

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