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
Drawdowns
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% |