Last Update: 31 July 2022

Implementing the Merrill Lynch Edge Select Moderately Conservative Portfolio, how long should you stay invested to have high probability to obtain a positive return?

Considering all 5 years rolling periods, you would have obtained a positive returns 100.00% of times

Considering all 2 years rolling periods, you would have obtained a positive returns 94.94% of times

All the returns are calculated over the available historical serie, starting from January 1991 until July 2022.

In order to have complete information about the portfolio, please refer to the Merrill Lynch Edge Select Moderately Conservative Portfolio: ETF allocation and returns page.

Rolling Returns

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

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Rolling
Period
Return (*) Negative
Periods
Average (%) Best (%) Worst (%)
1 Year
7.68 28.52
Mar 2009 - Feb 2010
-17.95
Mar 2008 - Feb 2009
12.23%
2 Years
7.54 20.13
Mar 2009 - Feb 2011
-7.53
Mar 2007 - Feb 2009
5.06%
3 Years
7.37 15.38
Mar 2009 - Feb 2012
-2.41
Mar 2006 - Feb 2009
1.45%
4 Years
7.29 14.32
Feb 1995 - Jan 1999
-0.17
Mar 2005 - Feb 2009
0.30%
5 Years
7.25 13.24
Jan 1995 - Dec 1999
1.09
Mar 2004 - Feb 2009
0.00%
6 Years
7.17 12.32
Aug 1991 - Jul 1997
4.05
Mar 2003 - Feb 2009
0.00%
7 Years
7.09 12.24
Jan 1991 - Dec 1997
3.22
Mar 2002 - Feb 2009
0.00%
8 Years
7.03 12.45
Jan 1991 - Dec 1998
2.90
Mar 2001 - Feb 2009
0.00%
9 Years
6.97 12.14
Jan 1991 - Dec 1999
2.92
Mar 2000 - Feb 2009
0.00%
10 Years
6.90 11.10
Feb 1991 - Jan 2001
3.51
Mar 1999 - Feb 2009
0.00%
11 Years
6.86 10.06
Jan 1991 - Dec 2001
3.97
Mar 1998 - Feb 2009
0.00%
12 Years
6.87 9.11
Jan 1991 - Dec 2002
4.82
Mar 1997 - Feb 2009
0.00%
13 Years
6.86 9.64
Jan 1991 - Dec 2003
5.22
Mar 1996 - Feb 2009
0.00%
14 Years
6.79 9.56
Jan 1991 - Dec 2004
5.49
Jul 2008 - Jun 2022
0.00%
15 Years
6.79 9.28
Jan 1991 - Dec 2005
5.10
Jul 2007 - Jun 2022
0.00%
16 Years
6.80 9.30
Jan 1991 - Dec 2006
5.53
Jul 2006 - Jun 2022
0.00%
17 Years
6.79 9.17
Jan 1991 - Dec 2007
5.50
Jul 2005 - Jun 2022
0.00%
18 Years
6.80 7.89
Dec 1991 - Nov 2009
5.60
Jan 2001 - Dec 2018
0.00%
19 Years
6.86 8.35
Jan 1991 - Dec 2009
5.41
Jan 2000 - Dec 2018
0.00%
20 Years
6.86 8.45
Jan 1991 - Dec 2010
5.44
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
+7.68% +28.52%
Mar 2009 - Feb 2010
-17.95%
Mar 2008 - Feb 2009
12.23%
45 out of 368
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
+7.54% +20.13%
Mar 2009 - Feb 2011
-7.53%
Mar 2007 - Feb 2009
5.06%
18 out of 356
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
+7.37% +15.38%
Mar 2009 - Feb 2012
-2.41%
Mar 2006 - Feb 2009
1.45%
5 out of 344
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
+7.29% +14.32%
Feb 1995 - Jan 1999
-0.17%
Mar 2005 - Feb 2009
0.30%
1 out of 332
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
+7.25% +13.24%
Jan 1995 - Dec 1999
+1.09%
Mar 2004 - Feb 2009
0.00%
0 out of 320
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
+7.17% +12.32%
Aug 1991 - Jul 1997
+4.05%
Mar 2003 - Feb 2009
0.00%
0 out of 308
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
+7.09% +12.24%
Jan 1991 - Dec 1997
+3.22%
Mar 2002 - Feb 2009
0.00%
0 out of 296
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
+7.03% +12.45%
Jan 1991 - Dec 1998
+2.90%
Mar 2001 - Feb 2009
0.00%
0 out of 284
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
+6.97% +12.14%
Jan 1991 - Dec 1999
+2.92%
Mar 2000 - Feb 2009
0.00%
0 out of 272
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
+6.90% +11.10%
Feb 1991 - Jan 2001
+3.51%
Mar 1999 - Feb 2009
0.00%
0 out of 260
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
+6.86% +10.06%
Jan 1991 - Dec 2001
+3.97%
Mar 1998 - Feb 2009
0.00%
0 out of 248
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
+6.87% +9.11%
Jan 1991 - Dec 2002
+4.82%
Mar 1997 - Feb 2009
0.00%
0 out of 236
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
+6.86% +9.64%
Jan 1991 - Dec 2003
+5.22%
Mar 1996 - Feb 2009
0.00%
0 out of 224
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
+6.79% +9.56%
Jan 1991 - Dec 2004
+5.49%
Jul 2008 - Jun 2022
0.00%
0 out of 212
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
+6.79% +9.28%
Jan 1991 - Dec 2005
+5.10%
Jul 2007 - Jun 2022
0.00%
0 out of 200
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
+6.80% +9.30%
Jan 1991 - Dec 2006
+5.53%
Jul 2006 - Jun 2022
0.00%
0 out of 188
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
+6.79% +9.17%
Jan 1991 - Dec 2007
+5.50%
Jul 2005 - Jun 2022
0.00%
0 out of 176
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
+6.80% +7.89%
Dec 1991 - Nov 2009
+5.60%
Jan 2001 - Dec 2018
0.00%
0 out of 164
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
+6.86% +8.35%
Jan 1991 - Dec 2009
+5.41%
Jan 2000 - Dec 2018
0.00%
0 out of 152
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
+6.86% +8.45%
Jan 1991 - Dec 2010
+5.44%
Apr 2000 - Mar 2020
0.00%
0 out of 140
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 Conservative Portfolio: ETF allocation and returns page.

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