Last Update: 31 January 2021

The Dynamic 60/40 Income Portfolio obtained a 6.97% compound annual return, with a 8.01% standard deviation, in the last 10 years.

The Merrill Lynch Edge Select Moderately Aggressive Portfolio obtained a 8.92% compound annual return, with a 10.00% standard deviation, in the last 10 years.

Summary

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Dynamic 60/40 Income Portfolio Merrill Lynch Edge Select Moderately Aggressive Portfolio
Risk High High
Asset Allocation Stocks 60% 69%
Fixed Income 40% 31%
Commodities 0% 0%
10 Years Stats Return +6.97% +8.92%
Std Dev 8.01% 10.00%
Max Drawdown -14.25% -14.28%

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 60/40 Income Portfolio -0.47 +7.87 +7.32 +5.17 +6.68 +7.57 +6.97 +6.37
Merrill Lynch Edge Select Moderately Aggressive Portfolio -0.04 +12.20 +12.80 +16.37 +8.82 +12.22 +8.92 +7.29
(*) 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 60/40 Income Portfolio Merrill Lynch Edge Select Moderately Aggressive Portfolio
2021
-0.47% -0.04%
2020
+6.26% +16.02%
2019
+18.59% +22.30%
2018
-3.28% -5.68%
2017
+8.11% +18.60%
2016
+7.39% +8.18%
2015
+0.49% -1.40%
2014
+11.87% +6.31%
2013
+8.15% +16.88%
2012
+12.84% +13.59%
2011
+3.16% -0.71%
2010
+14.75% +13.09%
2009
+25.31% +26.40%
2008
-21.78% -25.92%
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