Last Update: 30 April 2024
The Charles Schwab Conservative Income Portfolio obtained a 4.39% compound annual return, with a 3.61% standard deviation, in the last 30 Years.
The Merrill Lynch Edge Select Conservative Portfolio obtained a 5.23% compound annual return, with a 4.26% standard deviation, in the last 30 Years.
Summary
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| Charles Schwab Conservative Income Portfolio | Merrill Lynch Edge Select Conservative Portfolio | ||
|---|---|---|---|
| Portfolio Risk | Low | Low | |
| Asset Allocation | Stocks | 5% | 21% |
| Fixed Income | 95% | 79% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +4.39% | +5.23% |
| Std Dev | 3.61% | 4.26% | |
| Max Drawdown | -11.50% | -12.44% | |
| All time Stats (Since Jan 1985) |
Return | +5.61% | +6.59% |
| Std Dev | 3.85% | 4.55% | |
| Max Drawdown | -11.50% | -12.44% | |
| Last Update: 30 April 2024 | |||
Historical Returns as of Apr 30, 2024
Comparison period starts from January 1985
Swipe left to see all data
| 1M | 6M | 1Y | 5Y | 10Y | 30Y | MAX | |
|---|---|---|---|---|---|---|---|
| Charles Schwab Conservative Income Portfolio | -1.70 | +4.60 | +1.02 | +1.13 | +1.74 | +4.39 | +5.61 |
| Merrill Lynch Edge Select Conservative Portfolio | -1.86 | +7.43 | +4.98 | +2.75 | +3.22 | +5.23 | +6.59 |
| Return over 1 year are annualized. |
Capital Growth as of Apr 30, 2024
Charles Schwab Conservative Income Portfolio: an investment of 1$, since May 1994,
now would be worth 3.63$, with a total return of 263.01%
(4.39% annualized).
Merrill Lynch Edge Select Conservative Portfolio: an investment of 1$, since May 1994, now would be worth 4.62$, with a total return of 362.12% (5.23% annualized).
Merrill Lynch Edge Select Conservative Portfolio: an investment of 1$, since May 1994, now would be worth 4.62$, with a total return of 362.12% (5.23% annualized).
Charles Schwab Conservative Income Portfolio: an investment of 1$, since January 1985,
now would be worth 8.55$, with a total return of 755.21%
(5.61% annualized).
Merrill Lynch Edge Select Conservative Portfolio: an investment of 1$, since January 1985, now would be worth 12.32$, with a total return of 1131.89% (6.59% annualized).
Merrill Lynch Edge Select Conservative Portfolio: an investment of 1$, since January 1985, now would be worth 12.32$, with a total return of 1131.89% (6.59% annualized).
Drawdowns
Drawdown comparison chart since May 1994.
Swipe left to see all data
|
Charles Schwab Conservative Income Portfolio
|
Merrill Lynch Edge Select Conservative Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -12.44% | Jan 2022 | Sep 2022 (9) | Mar 2024 (27) | 6.66 | |||||
| -11.50% | Jan 2022 | Sep 2022 (9) | In progress (28) | 7.46 | |||||
| -10.97% | May 2008 | Feb 2009 (10) | Aug 2009 (16) | 5.84 | |||||
| -7.01% | May 2008 | Oct 2008 (6) | Jul 2009 (15) | 3.26 | |||||
| -4.57% | Feb 2020 | Mar 2020 (2) | Jun 2020 (5) | 2.06 | |||||
| -4.32% | May 2013 | Aug 2013 (4) | May 2014 (13) | 2.65 | |||||
| -2.88% | Jun 2011 | Sep 2011 (4) | Dec 2011 (7) | 1.14 | |||||
| -2.79% | Apr 2004 | Apr 2004 (1) | Aug 2004 (5) | 1.77 | |||||
| -2.57% | Mar 2020 | Mar 2020 (1) | May 2020 (3) | 1.29 | |||||
| -2.55% | Aug 2016 | Nov 2016 (4) | Aug 2017 (13) | 1.16 | |||||
| -2.46% | May 2015 | Sep 2015 (5) | Mar 2016 (11) | 1.46 | |||||
| -2.43% | Jul 1998 | Aug 1998 (2) | Sep 1998 (3) | 1.21 | |||||
| -2.38% | Feb 2015 | Jun 2015 (5) | Mar 2016 (14) | 1.59 | |||||
| -2.30% | May 2013 | Jun 2013 (2) | Oct 2013 (6) | 1.22 | |||||
| -2.26% | Sep 2018 | Dec 2018 (4) | Jan 2019 (5) | 1.37 | |||||
| -2.06% | Jul 2003 | Jul 2003 (1) | Sep 2003 (3) | 1.25 | |||||
| -1.96% | Feb 1996 | Apr 1996 (3) | Sep 1996 (8) | 1.17 | |||||
| -1.95% | Jun 2002 | Jul 2002 (2) | Nov 2002 (6) | 1.08 | |||||
| -1.89% | Feb 2001 | Mar 2001 (2) | Jul 2001 (6) | 0.94 | |||||
| -1.86% | Apr 2024 | Apr 2024 (1) | In progress (1) | 1.31 | |||||
Drawdown comparison chart since January 1985.
Swipe left to see all data
|
Charles Schwab Conservative Income Portfolio
|
Merrill Lynch Edge Select Conservative Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -12.44% | Jan 2022 | Sep 2022 (9) | Mar 2024 (27) | 6.66 | |||||
| -11.50% | Jan 2022 | Sep 2022 (9) | In progress (28) | 7.46 | |||||
| -10.97% | May 2008 | Feb 2009 (10) | Aug 2009 (16) | 5.84 | |||||
| -7.01% | May 2008 | Oct 2008 (6) | Jul 2009 (15) | 3.26 | |||||
| -5.44% | Sep 1987 | Nov 1987 (3) | Feb 1988 (6) | 3.15 | |||||
| -4.80% | Feb 1994 | Jun 1994 (5) | Mar 1995 (14) | 3.45 | |||||
| -4.57% | Feb 2020 | Mar 2020 (2) | Jun 2020 (5) | 2.06 | |||||
| -4.32% | May 2013 | Aug 2013 (4) | May 2014 (13) | 2.65 | |||||
| -4.06% | Aug 1990 | Sep 1990 (2) | Dec 1990 (5) | 2.30 | |||||
| -3.90% | Mar 1987 | Sep 1987 (7) | Jan 1988 (11) | 2.04 | |||||
| -3.75% | Feb 1994 | Jun 1994 (5) | Feb 1995 (13) | 2.51 | |||||
| -2.89% | Jan 1990 | Apr 1990 (4) | May 1990 (5) | 1.85 | |||||
| -2.88% | Jun 2011 | Sep 2011 (4) | Dec 2011 (7) | 1.14 | |||||
| -2.79% | Apr 2004 | Apr 2004 (1) | Aug 2004 (5) | 1.77 | |||||
| -2.57% | Mar 2020 | Mar 2020 (1) | May 2020 (3) | 1.29 | |||||
| -2.55% | Aug 2016 | Nov 2016 (4) | Aug 2017 (13) | 1.16 | |||||
| -2.46% | May 2015 | Sep 2015 (5) | Mar 2016 (11) | 1.46 | |||||
| -2.43% | Jul 1998 | Aug 1998 (2) | Sep 1998 (3) | 1.21 | |||||
| -2.38% | Feb 2015 | Jun 2015 (5) | Mar 2016 (14) | 1.59 | |||||
| -2.30% | May 2013 | Jun 2013 (2) | Oct 2013 (6) | 1.22 | |||||
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.
The highlighted returns represent the highest values for that specific year.
Swipe left to see all data
| Year | Return | Drawdown | Return | Drawdown |
|---|---|---|---|---|
| 2024 |
-1.67%
|
-1.70% |
-0.23%
|
-1.86% |
| 2023 |
+5.79%
|
-3.43% |
+9.20%
|
-3.89% |
| 2022 |
-9.97%
|
-11.50% |
-9.59%
|
-12.44% |
| 2021 |
+2.43%
|
-1.40% |
+3.46%
|
-1.41% |
| 2020 |
+5.45%
|
-2.57% |
+6.74%
|
-4.57% |
| 2019 |
+8.37%
|
-0.27% |
+11.07%
|
-0.76% |
| 2018 |
-0.17%
|
-1.84% |
-1.01%
|
-2.26% |
| 2017 |
+2.91%
|
-0.28% |
+6.67%
|
0.00% |
| 2016 |
+3.48%
|
-2.55% |
+4.67%
|
-1.32% |
| 2015 |
-0.30%
|
-2.38% |
-0.16%
|
-2.46% |
| 2014 |
+5.05%
|
-1.20% |
+4.82%
|
-1.01% |
| 2013 |
-1.91%
|
-4.32% |
+5.12%
|
-2.30% |
| 2012 |
+4.58%
|
-0.18% |
+6.74%
|
-1.52% |
| 2011 |
+6.88%
|
-0.61% |
+3.69%
|
-2.88% |
| 2010 |
+6.25%
|
-1.09% |
+7.47%
|
-1.66% |
| 2009 |
+7.40%
|
-3.86% |
+10.64%
|
-5.42% |
| 2008 |
-0.05%
|
-7.01% |
-5.32%
|
-9.24% |
| 2007 |
+5.65%
|
-1.21% |
+5.55%
|
-0.80% |
| 2006 |
+5.45%
|
-0.71% |
+7.57%
|
-0.79% |
| 2005 |
+3.19%
|
-1.10% |
+4.31%
|
-1.00% |
| 2004 |
+5.92%
|
-2.79% |
+6.35%
|
-1.82% |
| 2003 |
+6.47%
|
-2.06% |
+10.38%
|
-1.16% |
| 2002 |
+7.47%
|
-0.98% |
+2.13%
|
-1.95% |
| 2001 |
+7.06%
|
-0.84% |
+2.93%
|
-1.89% |
| 2000 |
+10.92%
|
-0.02% |
+5.85%
|
-1.16% |
| 1999 |
+0.05%
|
-1.43% |
+5.52%
|
-1.57% |
| 1998 |
+6.75%
|
-0.25% |
+10.67%
|
-2.43% |
| 1997 |
+8.91%
|
-0.83% |
+9.16%
|
-1.58% |
| 1996 |
+5.56%
|
-1.96% |
+7.09%
|
-0.68% |
| 1995 |
+15.82%
|
0.00% |
+17.99%
|
0.00% |
| 1994 |
-2.12%
|
-4.80% |
-0.59%
|
-3.75% |
| 1993 |
+10.51%
|
-0.90% |
+11.76%
|
-1.05% |
| 1992 |
+7.63%
|
-1.15% |
+6.62%
|
-1.08% |
| 1991 |
+15.73%
|
-0.03% |
+18.00%
|
-1.13% |
| 1990 |
+6.08%
|
-1.67% |
+3.99%
|
-4.06% |
| 1989 |
+11.52%
|
-0.97% |
+14.88%
|
-0.43% |
| 1988 |
+7.76%
|
-1.64% |
+10.13%
|
-0.73% |
| 1987 |
+2.12%
|
-3.90% |
+4.09%
|
-5.44% |
| 1986 |
+13.85%
|
-1.69% |
+15.59%
|
-2.24% |
| 1985 |
+19.26%
|
-1.36% |
+22.07%
|
-0.64% |
