Last Update: 30 April 2022
Implementing the Merrill Lynch Edge Select Moderately Aggressive Portfolio, how long should you stay invested to have high probability to obtain a positive return?
Considering all 6 years rolling periods, you would have obtained a positive returns 100.00% of times
Considering all 3 years rolling periods, you would have obtained a positive returns 90.03% of times
All the returns are calculated over the available historical serie, starting from January 1991 until April 2022.
In order to have complete information about the portfolio, please refer to the Merrill Lynch Edge Select Moderately Aggressive Portfolio: ETF allocation and returns page.
Rolling Returns
Merrill Lynch Edge Select Moderately Aggressive Portfolio: annualized rolling and average returns
Rolling Period |
Return (*) | Negative Periods |
||
---|---|---|---|---|
Average (%) | Best (%) | Worst (%) | ||
1 Year |
9.56 |
44.52 Mar 2009 - Feb 2010 |
-32.30 Mar 2008 - Feb 2009 |
16.71% |
2 Years |
9.00 |
30.35 Mar 2009 - Feb 2011 |
-16.37 Mar 2007 - Feb 2009 |
13.31% |
3 Years |
8.65 |
21.00 Mar 2009 - Feb 2012 |
-8.55 Apr 2000 - Mar 2003 |
9.97% |
4 Years |
8.49 |
17.77 Feb 1995 - Jan 1999 |
-3.59 Mar 2005 - Feb 2009 |
4.26% |
5 Years |
8.41 |
17.63 Jan 1995 - Dec 1999 |
-1.13 Mar 2004 - Feb 2009 |
0.63% |
6 Years |
8.24 |
15.57 Mar 2009 - Feb 2015 |
3.19 Aug 1997 - Jul 2003 |
0.00% |
7 Years |
8.07 |
15.21 Jan 1993 - Dec 1999 |
1.63 Mar 2002 - Feb 2009 |
0.00% |
8 Years |
7.96 |
15.18 Jan 1991 - Dec 1998 |
0.85 Mar 2001 - Feb 2009 |
0.00% |
9 Years |
7.82 |
15.59 Jan 1991 - Dec 1999 |
0.11 Mar 2000 - Feb 2009 |
0.00% |
10 Years |
7.65 |
13.28 Jan 1991 - Dec 2000 |
1.63 Mar 1999 - Feb 2009 |
0.00% |
11 Years |
7.57 |
11.35 Jan 1991 - Dec 2001 |
2.29 Mar 1998 - Feb 2009 |
0.00% |
12 Years |
7.57 |
12.16 Mar 2009 - Feb 2021 |
3.59 Mar 1997 - Feb 2009 |
0.00% |
13 Years |
7.56 |
11.55 Mar 2009 - Feb 2022 |
4.40 Mar 1996 - Feb 2009 |
0.00% |
14 Years |
7.49 |
10.68 Jan 1991 - Dec 2004 |
5.30 Oct 1997 - Sep 2011 |
0.00% |
15 Years |
7.53 |
10.53 Feb 1991 - Jan 2006 |
5.31 Sep 2000 - Aug 2015 |
0.00% |
16 Years |
7.53 |
10.77 Jan 1991 - Dec 2006 |
5.09 Mar 2000 - Feb 2016 |
0.00% |
17 Years |
7.49 |
10.70 Jan 1991 - Dec 2007 |
5.33 Jan 2000 - Dec 2016 |
0.00% |
18 Years |
7.50 |
9.46 Apr 2003 - Mar 2021 |
5.91 Apr 2000 - Mar 2018 |
0.00% |
19 Years |
7.57 |
9.34 Oct 2002 - Sep 2021 |
5.38 Jan 2000 - Dec 2018 |
0.00% |
20 Years |
7.55 |
9.34 Jan 1991 - Dec 2010 |
5.27 Apr 2000 - Mar 2020 |
0.00% |
Annualized Rolling Returns - 1 Year (12 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+9.56% |
+44.52% Mar 2009 - Feb 2010 |
-32.30% Mar 2008 - Feb 2009 |
16.71% 61 out of 365 |
Annualized Rolling Returns - 2 Years (24 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+9.00% |
+30.35% Mar 2009 - Feb 2011 |
-16.37% Mar 2007 - Feb 2009 |
13.31% 47 out of 353 |
Annualized Rolling Returns - 3 Years (36 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+8.65% |
+21.00% Mar 2009 - Feb 2012 |
-8.55% Apr 2000 - Mar 2003 |
9.97% 34 out of 341 |
Annualized Rolling Returns - 4 Years (48 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+8.49% |
+17.77% Feb 1995 - Jan 1999 |
-3.59% Mar 2005 - Feb 2009 |
4.26% 14 out of 329 |
Annualized Rolling Returns - 5 Years (60 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+8.41% |
+17.63% Jan 1995 - Dec 1999 |
-1.13% Mar 2004 - Feb 2009 |
0.63% 2 out of 317 |
Annualized Rolling Returns - 6 Years (72 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+8.24% |
+15.57% Mar 2009 - Feb 2015 |
+3.19% Aug 1997 - Jul 2003 |
0.00% 0 out of 305 |
Annualized Rolling Returns - 7 Years (84 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+8.07% |
+15.21% Jan 1993 - Dec 1999 |
+1.63% Mar 2002 - Feb 2009 |
0.00% 0 out of 293 |
Annualized Rolling Returns - 8 Years (96 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+7.96% |
+15.18% Jan 1991 - Dec 1998 |
+0.85% Mar 2001 - Feb 2009 |
0.00% 0 out of 281 |
Annualized Rolling Returns - 9 Years (108 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+7.82% |
+15.59% Jan 1991 - Dec 1999 |
+0.11% Mar 2000 - Feb 2009 |
0.00% 0 out of 269 |
Annualized Rolling Returns - 10 Years (120 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+7.65% |
+13.28% Jan 1991 - Dec 2000 |
+1.63% Mar 1999 - Feb 2009 |
0.00% 0 out of 257 |
Annualized Rolling Returns - 11 Years (132 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+7.57% |
+11.35% Jan 1991 - Dec 2001 |
+2.29% Mar 1998 - Feb 2009 |
0.00% 0 out of 245 |
Annualized Rolling Returns - 12 Years (144 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+7.57% |
+12.16% Mar 2009 - Feb 2021 |
+3.59% Mar 1997 - Feb 2009 |
0.00% 0 out of 233 |
Annualized Rolling Returns - 13 Years (156 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+7.56% |
+11.55% Mar 2009 - Feb 2022 |
+4.40% Mar 1996 - Feb 2009 |
0.00% 0 out of 221 |
Annualized Rolling Returns - 14 Years (168 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+7.49% |
+10.68% Jan 1991 - Dec 2004 |
+5.30% Oct 1997 - Sep 2011 |
0.00% 0 out of 209 |
Annualized Rolling Returns - 15 Years (180 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+7.53% |
+10.53% Feb 1991 - Jan 2006 |
+5.31% Sep 2000 - Aug 2015 |
0.00% 0 out of 197 |
Annualized Rolling Returns - 16 Years (192 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+7.53% |
+10.77% Jan 1991 - Dec 2006 |
+5.09% Mar 2000 - Feb 2016 |
0.00% 0 out of 185 |
Annualized Rolling Returns - 17 Years (204 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+7.49% |
+10.70% Jan 1991 - Dec 2007 |
+5.33% Jan 2000 - Dec 2016 |
0.00% 0 out of 173 |
Annualized Rolling Returns - 18 Years (216 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+7.50% |
+9.46% Apr 2003 - Mar 2021 |
+5.91% Apr 2000 - Mar 2018 |
0.00% 0 out of 161 |
Annualized Rolling Returns - 19 Years (228 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+7.57% |
+9.34% Oct 2002 - Sep 2021 |
+5.38% Jan 2000 - Dec 2018 |
0.00% 0 out of 149 |
Annualized Rolling Returns - 20 Years (240 months)
Average Return |
Best Return |
Worst Return |
Negative Periods |
---|---|---|---|
+7.55% |
+9.34% Jan 1991 - Dec 2010 |
+5.27% Apr 2000 - Mar 2020 |
0.00% 0 out of 137 |
In order to have complete information about the portfolio, please refer to the Merrill Lynch Edge Select Moderately Aggressive Portfolio: ETF allocation and returns page.