Last Update: 28 February 2021

The Bill Bernstein No Brainer Portfolio obtained a 8.37% compound annual return, with a 11.02% standard deviation, in the last 10 years.

The Merrill Lynch Edge Select Moderately Aggressive Portfolio obtained a 8.84% compound annual return, with a 9.99% standard deviation, in the last 10 years.

Summary

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Bill Bernstein No Brainer Portfolio Merrill Lynch Edge Select Moderately Aggressive Portfolio
Risk High High
Asset Allocation Stocks 75% 69%
Fixed Income 25% 31%
Commodities 0% 0%
10 Years Stats Return +8.37% +8.84%
Std Dev 11.02% 9.99%
Max Drawdown -18.24% -14.28%

Last Update: 28 February 2021

Historical Returns

The examinated historical serie starts from January 2008

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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) MAX(*)
Bill Bernstein No Brainer Portfolio +3.15 +9.35 +16.69 +26.04 +9.39 +11.97 +8.37 +6.84
Merrill Lynch Edge Select Moderately Aggressive Portfolio +1.36 +4.89 +9.61 +23.63 +10.53 +12.58 +8.84 +7.35
(*) 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 Bill Bernstein No Brainer Portfolio Merrill Lynch Edge Select Moderately Aggressive Portfolio
2021
+4.63% +1.31%
2020
+11.61% +16.02%
2019
+19.82% +22.30%
2018
-6.41% -5.68%
2017
+15.70% +18.60%
2016
+11.03% +8.18%
2015
-1.35% -1.40%
2014
+3.78% +6.31%
2013
+22.10% +16.88%
2012
+12.91% +13.59%
2011
-2.59% -0.71%
2010
+14.15% +13.09%
2009
+22.80% +26.40%
2008
-26.26% -25.92%
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