Last Update: 31 January 2021

The Dynamic 40/60 Income Portfolio obtained a 6.38% compound annual return, with a 6.65% standard deviation, in the last 10 years.

The Merrill Lynch Edge Select Moderately Conservative Portfolio obtained a 6.82% compound annual return, with a 5.87% standard deviation, in the last 10 years.

Summary

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Dynamic 40/60 Income Portfolio Merrill Lynch Edge Select Moderately Conservative Portfolio
Risk Medium Medium
Asset Allocation Stocks 40% 37%
Fixed Income 60% 63%
Commodities 0% 0%
10 Years Stats Return +6.38% +6.82%
Std Dev 6.65% 5.87%
Max Drawdown -12.42% -7.78%

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(*)
Dynamic 40/60 Income Portfolio -0.84 +6.39 +6.45 +6.78 +6.19 +7.51 +6.38 +6.09
Merrill Lynch Edge Select Moderately Conservative Portfolio -0.34 +6.85 +6.77 +10.64 +7.39 +8.58 +6.82 +6.30
(*) 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 Dynamic 40/60 Income Portfolio Merrill Lynch Edge Select Moderately Conservative Portfolio
2021
-0.84% -0.34%
2020
+8.28% +11.65%
2019
+15.91% +16.41%
2018
-3.18% -2.89%
2017
+9.18% +11.44%
2016
+7.53% +6.14%
2015
+0.21% -0.48%
2014
+7.01% +6.29%
2013
+6.13% +8.82%
2012
+12.70% +9.99%
2011
+2.96% +3.41%
2010
+11.25% +10.48%
2009
+22.37% +17.30%
2008
-14.80% -11.92%
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