Last Update: 31 January 2021

The Alexander Green Gone Fishin' Portfolio obtained a 7.54% compound annual return, with a 10.57% standard deviation, in the last 10 years.

The Merrill Lynch Edge Select Moderately Aggressive Portfolio obtained a 8.92% compound annual return, with a 10.00% standard deviation, in the last 10 years.

Summary

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Alexander Green Gone Fishin' Portfolio Merrill Lynch Edge Select Moderately Aggressive Portfolio
Risk High High
Asset Allocation Stocks 65% 69%
Fixed Income 30% 31%
Commodities 5% 0%
10 Years Stats Return +7.54% +8.92%
Std Dev 10.57% 10.00%
Max Drawdown -17.17% -14.28%

Last Update: 31 January 2021

Historical Returns

The examinated historical serie starts from January 2008

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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) MAX(*)
Alexander Green Gone Fishin' Portfolio +0.84 +14.84 +15.03 +14.69 +6.98 +10.89 +7.54 +6.31
Merrill Lynch Edge Select Moderately Aggressive Portfolio -0.04 +12.20 +12.80 +16.37 +8.82 +12.22 +8.92 +7.29
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 2008.

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Year Alexander Green Gone Fishin' Portfolio Merrill Lynch Edge Select Moderately Aggressive Portfolio
2021
+0.84% -0.04%
2020
+12.37% +16.02%
2019
+19.76% +22.30%
2018
-7.32% -5.68%
2017
+16.62% +18.60%
2016
+10.50% +8.18%
2015
-3.07% -1.40%
2014
+3.43% +6.31%
2013
+13.26% +16.88%
2012
+13.95% +13.59%
2011
-1.05% -0.71%
2010
+16.13% +13.09%
2009
+29.72% +26.40%
2008
-28.75% -25.92%
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