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
Drawdowns
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% |