Aggressive Global Income vs Merrill Lynch Edge Select Aggressive Portfolio Comparison

Last Update: 29 February 2024

The Aggressive Global Income Portfolio obtained a 8.62% compound annual return, with a 14.42% standard deviation, in the last 30 Years.

The Merrill Lynch Edge Select Aggressive Portfolio obtained a 8.37% compound annual return, with a 13.26% standard deviation, in the last 30 Years.

Summary

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Aggressive Global Income Portfolio Merrill Lynch Edge Select Aggressive Portfolio
Portfolio Risk Very High Very High
Asset Allocation Stocks 80% 84%
Fixed Income 20% 16%
Commodities 0% 0%
30 Years Stats Return +8.62% +8.37%
Std Dev 14.42% 13.26%
Max Drawdown -52.63% -45.65%
All time Stats
(Since Jan 1985)
Return +10.29% +10.47%
Std Dev 14.10% 13.38%
Max Drawdown -52.63% -45.65%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1985

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1M 6M 1Y 5Y 10Y 30Y MAX
Aggressive Global Income Portfolio +0.75 +6.19 +8.63 +5.27 +5.36 +8.62 +10.29
Merrill Lynch Edge Select Aggressive Portfolio +3.75 +10.09 +21.04 +9.83 +8.46 +8.37 +10.47
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Aggressive Global Income Portfolio: an investment of 1$, since March 1994, now would be worth 11.93$, with a total return of 1093.25% (8.62% annualized).

Merrill Lynch Edge Select Aggressive Portfolio: an investment of 1$, since March 1994, now would be worth 11.14$, with a total return of 1014.30% (8.37% annualized).

Aggressive Global Income Portfolio: an investment of 1$, since January 1985, now would be worth 46.36$, with a total return of 4536.38% (10.29% annualized).

Merrill Lynch Edge Select Aggressive Portfolio: an investment of 1$, since January 1985, now would be worth 49.45$, with a total return of 4844.96% (10.47% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Aggressive Global Income Portfolio
Merrill Lynch Edge Select Aggressive Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-52.63% Nov 2007 Feb 2009 (16) Apr 2011 (42) 23.73
-45.65% Nov 2007 Feb 2009 (16) Mar 2011 (41) 21.44
-33.96% Apr 2000 Sep 2002 (30) Nov 2004 (56) 18.03
-27.39% Mar 2000 Sep 2002 (31) Dec 2003 (46) 15.98
-23.84% Jan 2020 Mar 2020 (3) Feb 2021 (14) 11.83
-23.81% Jan 2022 Sep 2022 (9) Feb 2024 (26) 11.92
-18.06% Jan 2022 Sep 2022 (9) Dec 2023 (24) 7.09
-17.64% Jan 2020 Mar 2020 (3) Jul 2020 (7) 7.92
-17.13% May 2011 Sep 2011 (5) Sep 2012 (17) 6.79
-16.85% May 2011 Sep 2011 (5) Mar 2012 (11) 7.50
-15.46% May 1998 Aug 1998 (4) Jun 1999 (14) 7.15
-13.97% May 1998 Aug 1998 (4) Nov 1998 (7) 6.38
-13.63% May 2015 Jan 2016 (9) Jul 2016 (15) 7.95
-11.27% Oct 2018 Dec 2018 (3) Apr 2019 (7) 5.43
-10.51% Jun 2015 Feb 2016 (9) Jul 2016 (14) 5.56
-9.93% Feb 2018 Dec 2018 (11) Apr 2019 (15) 3.94
-7.41% Apr 2012 May 2012 (2) Sep 2012 (6) 3.38
-6.20% Aug 1997 Oct 1997 (3) Feb 1998 (7) 3.62
-5.32% May 2019 May 2019 (1) Jun 2019 (2) 3.07
-5.15% Mar 2005 Apr 2005 (2) Jul 2005 (5) 2.52

Drawdown comparison chart since January 1985.

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Aggressive Global Income Portfolio
Merrill Lynch Edge Select Aggressive Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-52.63% Nov 2007 Feb 2009 (16) Apr 2011 (42) 23.73
-45.65% Nov 2007 Feb 2009 (16) Mar 2011 (41) 21.44
-33.96% Apr 2000 Sep 2002 (30) Nov 2004 (56) 18.03
-27.39% Mar 2000 Sep 2002 (31) Dec 2003 (46) 15.98
-23.84% Jan 2020 Mar 2020 (3) Feb 2021 (14) 11.83
-23.81% Jan 2022 Sep 2022 (9) Feb 2024 (26) 11.92
-22.86% Sep 1987 Nov 1987 (3) Jan 1989 (17) 11.68
-21.38% Sep 1987 Nov 1987 (3) Jan 1989 (17) 10.01
-19.23% Jan 1990 Sep 1990 (9) May 1991 (17) 9.50
-18.06% Jan 2022 Sep 2022 (9) Dec 2023 (24) 7.09
-17.64% Jan 2020 Mar 2020 (3) Jul 2020 (7) 7.92
-17.13% May 2011 Sep 2011 (5) Sep 2012 (17) 6.79
-16.85% May 2011 Sep 2011 (5) Mar 2012 (11) 7.50
-15.96% Aug 1990 Sep 1990 (2) Feb 1991 (7) 9.08
-15.46% May 1998 Aug 1998 (4) Jun 1999 (14) 7.15
-13.97% May 1998 Aug 1998 (4) Nov 1998 (7) 6.38
-13.63% May 2015 Jan 2016 (9) Jul 2016 (15) 7.95
-11.27% Oct 2018 Dec 2018 (3) Apr 2019 (7) 5.43
-10.51% Jun 2015 Feb 2016 (9) Jul 2016 (14) 5.56
-9.93% Feb 2018 Dec 2018 (11) Apr 2019 (15) 3.94

Yearly Returns

For each year, the following table provides the return and intra-year drawdown.
The highlighted returns represent the highest values for that specific year.
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Year Return Drawdown Return Drawdown
2024
-0.21%
-0.95%
+3.53%
-0.21%
2023
+11.91%
-7.58%
+21.48%
-8.85%
2022
-8.43%
-18.06%
-17.87%
-23.81%
2021
+17.07%
-3.13%
+15.74%
-3.70%
2020
-1.13%
-23.84%
+17.62%
-17.64%
2019
+19.97%
-4.74%
+24.61%
-5.32%
2018
-8.07%
-9.93%
-6.88%
-11.27%
2017
+13.53%
-0.18%
+21.70%
0.00%
2016
+18.29%
-3.34%
+9.21%
-4.97%
2015
-6.99%
-13.07%
-1.81%
-9.34%
2014
+3.96%
-4.21%
+6.27%
-3.59%
2013
+19.30%
-3.15%
+20.62%
-2.29%
2012
+12.95%
-7.73%
+15.28%
-7.41%
2011
+0.62%
-17.13%
-2.72%
-16.85%
2010
+14.37%
-10.71%
+14.37%
-10.38%
2009
+33.97%
-22.88%
+30.72%
-15.46%
2008
-34.21%
-38.73%
-32.45%
-35.23%
2007
+3.78%
-6.63%
+10.67%
-4.82%
2006
+21.69%
-3.86%
+16.89%
-3.81%
2005
+12.70%
-5.15%
+9.86%
-4.16%
2004
+16.76%
-2.82%
+13.59%
-3.69%
2003
+32.98%
-2.92%
+30.43%
-3.69%
2002
-7.54%
-18.13%
-14.01%
-20.65%
2001
-4.83%
-16.72%
-9.00%
-19.93%
2000
-0.62%
-14.41%
-8.67%
-12.07%
1999
+48.88%
-3.02%
+23.19%
-2.88%
1998
+8.84%
-15.46%
+18.05%
-13.97%
1997
+18.82%
-3.75%
+17.27%
-6.20%
1996
+13.71%
-4.27%
+15.00%
-3.98%
1995
+24.10%
-1.27%
+23.68%
-0.91%
1994
+2.10%
-5.06%
+0.50%
-7.08%
1993
+19.15%
-4.01%
+21.88%
-3.14%
1992
+3.24%
-3.34%
+3.09%
-3.48%
1991
+24.91%
-4.27%
+34.86%
-4.62%
1990
-13.87%
-19.23%
-6.03%
-15.96%
1989
+17.94%
-3.26%
+30.19%
-2.36%
1988
+21.28%
-3.17%
+18.97%
-3.56%
1987
+8.36%
-21.38%
+4.52%
-22.86%
1986
+32.40%
-3.91%
+25.81%
-5.82%
1985
+37.47%
-2.20%
+34.45%
-2.58%