Burton Malkiel Mid-Fifties vs Merrill Lynch Edge Select Aggressive Portfolio Comparison

Last Update: 29 February 2024

The Burton Malkiel Mid-Fifties Portfolio obtained a 8.30% compound annual return, with a 12.98% 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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Burton Malkiel Mid-Fifties 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 +8.30% +8.37%
Std Dev 12.98% 13.26%
Max Drawdown -46.21% -45.65%
All time Stats
(Since Jan 1985)
Return +10.19% +10.47%
Std Dev 13.03% 13.38%
Max Drawdown -46.21% -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
Burton Malkiel Mid-Fifties Portfolio +3.05 +8.50 +15.09 +7.40 +7.00 +8.30 +10.19
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

Burton Malkiel Mid-Fifties Portfolio: an investment of 1$, since March 1994, now would be worth 10.95$, with a total return of 994.85% (8.30% 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).

Burton Malkiel Mid-Fifties Portfolio: an investment of 1$, since January 1985, now would be worth 44.74$, with a total return of 4373.73% (10.19% 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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Burton Malkiel Mid-Fifties 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
-46.21% Nov 2007 Feb 2009 (16) Feb 2011 (40) 21.33
-45.65% Nov 2007 Feb 2009 (16) Mar 2011 (41) 21.44
-33.96% Apr 2000 Sep 2002 (30) Nov 2004 (56) 18.03
-24.05% Jan 2022 Sep 2022 (9) In progress (26) 12.80
-23.81% Jan 2022 Sep 2022 (9) Feb 2024 (26) 11.92
-18.63% Jan 2020 Mar 2020 (3) Aug 2020 (8) 8.44
-18.18% May 1998 Aug 1998 (4) Apr 1999 (12) 7.28
-17.64% Jan 2020 Mar 2020 (3) Jul 2020 (7) 7.92
-16.85% May 2011 Sep 2011 (5) Mar 2012 (11) 7.50
-15.78% May 2011 Sep 2011 (5) Mar 2012 (11) 6.66
-15.37% Apr 2002 Sep 2002 (6) Jun 2003 (15) 9.56
-13.97% May 1998 Aug 1998 (4) Nov 1998 (7) 6.38
-13.61% Sep 2000 Sep 2001 (13) Mar 2002 (19) 6.04
-11.27% Oct 2018 Dec 2018 (3) Apr 2019 (7) 5.43
-10.51% Jun 2015 Feb 2016 (9) Jul 2016 (14) 5.56
-10.02% Feb 2018 Dec 2018 (11) Mar 2019 (14) 4.35
-9.21% May 2015 Feb 2016 (10) Jun 2016 (14) 5.08
-7.41% Apr 2012 May 2012 (2) Sep 2012 (6) 3.38
-6.70% Apr 2004 Apr 2004 (1) Oct 2004 (7) 3.76
-6.25% Apr 2012 May 2012 (2) Aug 2012 (5) 2.77

Drawdown comparison chart since January 1985.

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Burton Malkiel Mid-Fifties 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
-46.21% Nov 2007 Feb 2009 (16) Feb 2011 (40) 21.33
-45.65% Nov 2007 Feb 2009 (16) Mar 2011 (41) 21.44
-33.96% Apr 2000 Sep 2002 (30) Nov 2004 (56) 18.03
-24.05% Jan 2022 Sep 2022 (9) In progress (26) 12.80
-23.81% Jan 2022 Sep 2022 (9) Feb 2024 (26) 11.92
-22.86% Sep 1987 Nov 1987 (3) Jan 1989 (17) 11.68
-21.56% Sep 1987 Nov 1987 (3) Jan 1989 (17) 10.59
-18.63% Jan 2020 Mar 2020 (3) Aug 2020 (8) 8.44
-18.18% May 1998 Aug 1998 (4) Apr 1999 (12) 7.28
-17.64% Jan 2020 Mar 2020 (3) Jul 2020 (7) 7.92
-16.85% May 2011 Sep 2011 (5) Mar 2012 (11) 7.50
-16.09% Aug 1990 Sep 1990 (2) Feb 1991 (7) 9.29
-15.96% Aug 1990 Sep 1990 (2) Feb 1991 (7) 9.08
-15.78% May 2011 Sep 2011 (5) Mar 2012 (11) 6.66
-15.37% Apr 2002 Sep 2002 (6) Jun 2003 (15) 9.56
-13.97% May 1998 Aug 1998 (4) Nov 1998 (7) 6.38
-13.61% Sep 2000 Sep 2001 (13) Mar 2002 (19) 6.04
-11.27% Oct 2018 Dec 2018 (3) Apr 2019 (7) 5.43
-10.51% Jun 2015 Feb 2016 (9) Jul 2016 (14) 5.56
-10.02% Feb 2018 Dec 2018 (11) Mar 2019 (14) 4.35

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
+2.05%
-0.98%
+3.53%
-0.21%
2023
+15.87%
-9.23%
+21.48%
-8.85%
2022
-17.33%
-24.05%
-17.87%
-23.81%
2021
+15.75%
-3.95%
+15.74%
-3.70%
2020
+11.71%
-18.63%
+17.62%
-17.64%
2019
+23.79%
-3.94%
+24.61%
-5.32%
2018
-7.10%
-10.02%
-6.88%
-11.27%
2017
+19.19%
0.00%
+21.70%
0.00%
2016
+8.92%
-3.97%
+9.21%
-4.97%
2015
-2.27%
-8.93%
-1.81%
-9.34%
2014
+8.09%
-3.42%
+6.27%
-3.59%
2013
+14.67%
-3.96%
+20.62%
-2.29%
2012
+15.47%
-6.25%
+15.28%
-7.41%
2011
-0.94%
-15.78%
-2.72%
-16.85%
2010
+15.05%
-9.45%
+14.37%
-10.38%
2009
+29.23%
-17.95%
+30.72%
-15.46%
2008
-30.43%
-35.32%
-32.45%
-35.23%
2007
+7.08%
-5.75%
+10.67%
-4.82%
2006
+21.13%
-3.49%
+16.89%
-3.81%
2005
+11.28%
-3.25%
+9.86%
-4.16%
2004
+15.92%
-6.70%
+13.59%
-3.69%
2003
+33.06%
-1.54%
+30.43%
-3.69%
2002
-8.20%
-15.37%
-14.01%
-20.65%
2001
+1.81%
-13.46%
-9.00%
-19.93%
2000
-1.81%
-8.44%
-8.67%
-12.07%
1999
+18.47%
-3.88%
+23.19%
-2.88%
1998
+6.91%
-18.18%
+18.05%
-13.97%
1997
+14.24%
-5.58%
+17.27%
-6.20%
1996
+18.61%
-3.32%
+15.00%
-3.98%
1995
+20.11%
-1.61%
+23.68%
-0.91%
1994
-3.32%
-8.21%
+0.50%
-7.08%
1993
+27.74%
-3.23%
+21.88%
-3.14%
1992
+3.26%
-3.61%
+3.09%
-3.48%
1991
+37.79%
-4.36%
+34.86%
-4.62%
1990
-6.91%
-16.09%
-6.03%
-15.96%
1989
+30.29%
-2.42%
+30.19%
-2.36%
1988
+18.85%
-2.96%
+18.97%
-3.56%
1987
-1.62%
-21.56%
+4.52%
-22.86%
1986
+21.09%
-5.08%
+25.81%
-5.82%
1985
+30.20%
-2.62%
+34.45%
-2.58%