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

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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 and average returns over full calendar month periods

Annualized Rolling Returns - 1 Year (12 months)

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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
1 Year Annualized Rolling Returns over time
1 Year Annualized Rolling Returns Histogram

Annualized Rolling Returns - 2 Years (24 months)

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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
2 Years Annualized Rolling Returns over time
2 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 3 Years (36 months)

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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
3 Years Annualized Rolling Returns over time
3 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 4 Years (48 months)

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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
4 Years Annualized Rolling Returns over time
4 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 5 Years (60 months)

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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
5 Years Annualized Rolling Returns over time
5 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 6 Years (72 months)

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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
6 Years Annualized Rolling Returns over time
6 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 7 Years (84 months)

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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
7 Years Annualized Rolling Returns over time
7 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 8 Years (96 months)

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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
8 Years Annualized Rolling Returns over time
8 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 9 Years (108 months)

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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
9 Years Annualized Rolling Returns over time
9 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 10 Years (120 months)

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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
10 Years Annualized Rolling Returns over time
10 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 11 Years (132 months)

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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
11 Years Annualized Rolling Returns over time
11 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 12 Years (144 months)

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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
12 Years Annualized Rolling Returns over time
12 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 13 Years (156 months)

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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
13 Years Annualized Rolling Returns over time
13 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 14 Years (168 months)

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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
14 Years Annualized Rolling Returns over time
14 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 15 Years (180 months)

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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
15 Years Annualized Rolling Returns over time
15 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 16 Years (192 months)

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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
16 Years Annualized Rolling Returns over time
16 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 17 Years (204 months)

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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
17 Years Annualized Rolling Returns over time
17 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 18 Years (216 months)

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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
18 Years Annualized Rolling Returns over time
18 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 19 Years (228 months)

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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
19 Years Annualized Rolling Returns over time
19 Years Annualized Rolling Returns Histogram

Annualized Rolling Returns - 20 Years (240 months)

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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
20 Years Annualized Rolling Returns over time
20 Years Annualized Rolling Returns Histogram

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.

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