Emerging Markets Stocks vs Merrill Lynch Edge Select Moderate Portfolio Comparison

Last Update: 29 February 2024

The Emerging Markets Stocks Portfolio obtained a 4.45% compound annual return, with a 22.53% standard deviation, in the last 30 Years.

The Merrill Lynch Edge Select Moderate Portfolio obtained a 7.27% compound annual return, with a 8.96% standard deviation, in the last 30 Years.

Summary

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Emerging Markets Stocks Portfolio Merrill Lynch Edge Select Moderate Portfolio
Portfolio Risk Very High High
Asset Allocation Stocks 100% 53%
Fixed Income 0% 47%
Commodities 0% 0%
30 Years Stats Return +4.45% +7.27%
Std Dev 22.53% 8.96%
Max Drawdown -60.44% -29.58%
All time Stats
(Since Jan 1985)
Return +8.66% +9.08%
Std Dev 25.51% 9.19%
Max Drawdown -60.44% -29.58%
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
Emerging Markets Stocks Portfolio +4.17 +4.06 +7.46 +1.11 +2.35 +4.45 +8.66
Merrill Lynch Edge Select Moderate Portfolio +1.87 +7.57 +15.26 +6.76 +6.14 +7.27 +9.08
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Emerging Markets Stocks Portfolio: an investment of 1$, since March 1994, now would be worth 3.69$, with a total return of 268.88% (4.45% annualized).

Merrill Lynch Edge Select Moderate Portfolio: an investment of 1$, since March 1994, now would be worth 8.21$, with a total return of 720.85% (7.27% annualized).

Emerging Markets Stocks Portfolio: an investment of 1$, since January 1985, now would be worth 25.86$, with a total return of 2486.50% (8.66% annualized).

Merrill Lynch Edge Select Moderate Portfolio: an investment of 1$, since January 1985, now would be worth 30.04$, with a total return of 2903.70% (9.08% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Emerging Markets Stocks Portfolio
Merrill Lynch Edge Select Moderate Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-60.44% Nov 2007 Feb 2009 (16) Oct 2017 (120) 23.73
-53.99% Aug 1997 Aug 1998 (13) Jan 2004 (78) 29.43
-36.52% Jul 2021 Oct 2022 (16) In progress (32) 22.80
-29.69% Feb 2018 Mar 2020 (26) Nov 2020 (34) 15.17
-29.58% Nov 2007 Feb 2009 (16) Apr 2010 (30) 13.63
-27.16% Sep 1994 Mar 1995 (7) Jan 1997 (29) 14.80
-20.56% Jan 2022 Sep 2022 (9) In progress (26) 11.04
-15.42% Sep 2000 Sep 2002 (25) Oct 2003 (38) 8.32
-14.20% Mar 1994 Mar 1994 (1) Aug 1994 (6) 7.46
-11.25% Apr 2004 Jul 2004 (4) Oct 2004 (7) 7.34
-11.14% May 2006 May 2006 (1) Nov 2006 (7) 7.49
-10.96% Feb 2020 Mar 2020 (2) Jul 2020 (6) 4.84
-9.65% May 2011 Sep 2011 (5) Feb 2012 (10) 3.99
-9.06% Mar 2005 Apr 2005 (2) Jul 2005 (5) 5.61
-7.97% Jul 1998 Aug 1998 (2) Nov 1998 (5) 3.78
-7.17% Sep 2018 Dec 2018 (4) Mar 2019 (7) 3.46
-6.44% May 2015 Feb 2016 (10) Jun 2016 (14) 3.46
-6.34% Oct 2005 Oct 2005 (1) Dec 2005 (3) 3.20
-5.89% May 2010 Jun 2010 (2) Sep 2010 (5) 3.33
-4.74% Mar 1997 Apr 1997 (2) Jun 1997 (4) 2.55

Drawdown comparison chart since January 1985.

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Emerging Markets Stocks Portfolio
Merrill Lynch Edge Select Moderate Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-60.44% Nov 2007 Feb 2009 (16) Oct 2017 (120) 23.73
-55.33% Mar 1987 Dec 1987 (10) Sep 1989 (31) 35.10
-54.22% Feb 1994 Aug 1998 (55) Jan 2004 (120) 26.65
-36.52% Jul 2021 Oct 2022 (16) In progress (32) 22.80
-34.47% Aug 1990 Sep 1990 (2) Feb 1991 (7) 19.05
-29.69% Feb 2018 Mar 2020 (26) Nov 2020 (34) 15.17
-29.58% Nov 2007 Feb 2009 (16) Apr 2010 (30) 13.63
-23.01% Jun 1992 Dec 1992 (7) Apr 1993 (11) 13.98
-20.56% Jan 2022 Sep 2022 (9) In progress (26) 11.04
-15.42% Sep 2000 Sep 2002 (25) Oct 2003 (38) 8.32
-15.26% Sep 1987 Nov 1987 (3) Dec 1988 (16) 6.95
-11.25% Apr 2004 Jul 2004 (4) Oct 2004 (7) 7.34
-11.14% May 2006 May 2006 (1) Nov 2006 (7) 7.49
-10.96% Feb 2020 Mar 2020 (2) Jul 2020 (6) 4.84
-10.62% Jan 1990 Apr 1990 (4) Jun 1990 (6) 6.39
-10.40% Aug 1990 Sep 1990 (2) Feb 1991 (7) 5.57
-9.65% May 2011 Sep 2011 (5) Feb 2012 (10) 3.99
-9.07% Sep 1986 Sep 1986 (1) Jan 1987 (5) 4.68
-9.06% Mar 2005 Apr 2005 (2) Jul 2005 (5) 5.61
-7.97% Jul 1998 Aug 1998 (2) Nov 1998 (5) 3.78

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
-0.55%
-4.53%
+1.73%
-0.14%
2023
+8.99%
-12.51%
+16.31%
-7.34%
2022
-20.56%
-29.40%
-16.06%
-20.56%
2021
-3.61%
-11.44%
+9.66%
-2.75%
2020
+17.03%
-23.94%
+13.88%
-10.96%
2019
+18.20%
-7.82%
+19.44%
-3.06%
2018
-15.31%
-22.75%
-4.47%
-7.17%
2017
+37.28%
-0.39%
+15.00%
0.00%
2016
+10.87%
-5.81%
+7.31%
-2.51%
2015
-16.18%
-23.20%
-1.02%
-6.05%
2014
-3.93%
-11.58%
+6.15%
-2.15%
2013
-3.69%
-13.17%
+12.89%
-2.80%
2012
+19.10%
-14.96%
+11.74%
-4.35%
2011
-18.82%
-29.09%
+1.36%
-9.65%
2010
+16.51%
-10.81%
+11.88%
-5.89%
2009
+68.93%
-14.98%
+21.52%
-11.06%
2008
-48.88%
-53.98%
-18.62%
-22.60%
2007
+33.31%
-8.97%
+8.20%
-2.71%
2006
+31.19%
-11.14%
+12.10%
-2.46%
2005
+32.62%
-9.06%
+6.80%
-2.45%
2004
+24.63%
-11.25%
+10.27%
-2.82%
2003
+57.65%
-5.76%
+21.24%
-1.84%
2002
-7.43%
-24.27%
-5.21%
-10.16%
2001
-2.88%
-30.79%
-2.83%
-10.45%
2000
-27.56%
-31.63%
-1.46%
-6.21%
1999
+61.57%
-4.87%
+14.10%
-2.41%
1998
-18.12%
-40.98%
+14.87%
-7.97%
1997
-16.82%
-27.85%
+14.53%
-4.08%
1996
+15.83%
-6.73%
+10.99%
-2.45%
1995
+0.56%
-11.22%
+22.46%
-0.02%
1994
-20.17%
-25.83%
-0.46%
-5.84%
1993
+100.42%
-5.91%
+17.25%
-2.24%
1992
-10.90%
-23.01%
+4.97%
-2.63%
1991
+111.70%
-7.61%
+28.12%
-3.00%
1990
-1.92%
-34.47%
-1.02%
-10.40%
1989
+98.20%
-6.54%
+23.35%
-0.80%
1988
+36.81%
-6.67%
+14.65%
-2.43%
1987
-46.69%
-55.33%
+4.00%
-15.26%
1986
+11.58%
-9.07%
+21.58%
-4.43%
1985
+27.58%
-4.87%
+29.83%
-1.40%