US Stocks Equal Weight vs Merrill Lynch Edge Select Aggressive Portfolio Comparison

Last Update: 29 February 2024

The US Stocks Equal Weight Portfolio obtained a 9.62% compound annual return, with a 17.09% standard deviation, in the last 20 Years.

The Merrill Lynch Edge Select Aggressive Portfolio obtained a 8.18% compound annual return, with a 13.44% standard deviation, in the last 20 Years.

Summary

Swipe left to see all data
US Stocks Equal Weight Portfolio Merrill Lynch Edge Select Aggressive Portfolio
Portfolio Risk Very High Very High
Asset Allocation Stocks 100% 84%
Fixed Income 0% 16%
Commodities 0% 0%
20 Years Stats Return +9.62% +8.18%
Std Dev 17.09% 13.44%
Max Drawdown -55.58% -45.65%
All time Stats
(Since May 2003)
Return +11.03% +9.24%
Std Dev 17.00% 13.30%
Max Drawdown -55.58% -45.65%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from May 2003

Swipe left to see all data
1M 6M 1Y 5Y 10Y MAX
US Stocks Equal Weight Portfolio +4.05 +9.48 +13.01 +11.35 +10.23 +11.03
Merrill Lynch Edge Select Aggressive Portfolio +3.75 +10.09 +21.04 +9.83 +8.46 +9.24
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

US Stocks Equal Weight Portfolio: an investment of 1$, since March 2004, now would be worth 6.28$, with a total return of 527.59% (9.62% annualized).

Merrill Lynch Edge Select Aggressive Portfolio: an investment of 1$, since March 2004, now would be worth 4.82$, with a total return of 381.71% (8.18% annualized).

US Stocks Equal Weight Portfolio: an investment of 1$, since May 2003, now would be worth 8.85$, with a total return of 784.94% (11.03% annualized).

Merrill Lynch Edge Select Aggressive Portfolio: an investment of 1$, since May 2003, now would be worth 6.30$, with a total return of 530.43% (9.24% annualized).

Drawdowns

Drawdown comparison chart since March 2004.

Swipe left to see all data
US Stocks Equal Weight Portfolio
Merrill Lynch Edge Select Aggressive Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-55.58% Jun 2007 Feb 2009 (21) Feb 2011 (45) 25.46
-45.65% Nov 2007 Feb 2009 (16) Mar 2011 (41) 21.44
-26.65% Jan 2020 Mar 2020 (3) Nov 2020 (11) 10.97
-23.81% Jan 2022 Sep 2022 (9) Feb 2024 (26) 11.92
-20.69% Jan 2022 Sep 2022 (9) Dec 2023 (24) 9.62
-19.88% May 2011 Sep 2011 (5) Mar 2012 (11) 8.65
-17.64% Jan 2020 Mar 2020 (3) Jul 2020 (7) 7.92
-16.85% May 2011 Sep 2011 (5) Mar 2012 (11) 7.50
-13.90% Oct 2018 Dec 2018 (3) Apr 2019 (7) 6.16
-11.27% Oct 2018 Dec 2018 (3) Apr 2019 (7) 5.43
-10.58% Jun 2015 Jan 2016 (8) May 2016 (12) 5.57
-10.51% Jun 2015 Feb 2016 (9) Jul 2016 (14) 5.56
-7.69% Apr 2012 May 2012 (2) Sep 2012 (6) 3.67
-7.41% Apr 2012 May 2012 (2) Sep 2012 (6) 3.38
-6.93% May 2019 May 2019 (1) Jun 2019 (2) 4.00
-5.49% Jan 2005 Apr 2005 (4) Jun 2005 (6) 2.61
-5.32% May 2019 May 2019 (1) Jun 2019 (2) 3.07
-5.28% Feb 2018 Mar 2018 (2) Jul 2018 (6) 3.60
-4.77% Feb 2018 Apr 2018 (3) Aug 2018 (7) 3.35
-4.67% Jul 2004 Aug 2004 (2) Oct 2004 (4) 3.09

Drawdown comparison chart since May 2003.

Swipe left to see all data
US Stocks Equal Weight Portfolio
Merrill Lynch Edge Select Aggressive Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-55.58% Jun 2007 Feb 2009 (21) Feb 2011 (45) 25.46
-45.65% Nov 2007 Feb 2009 (16) Mar 2011 (41) 21.44
-26.65% Jan 2020 Mar 2020 (3) Nov 2020 (11) 10.97
-23.81% Jan 2022 Sep 2022 (9) Feb 2024 (26) 11.92
-20.69% Jan 2022 Sep 2022 (9) Dec 2023 (24) 9.62
-19.88% May 2011 Sep 2011 (5) Mar 2012 (11) 8.65
-17.64% Jan 2020 Mar 2020 (3) Jul 2020 (7) 7.92
-16.85% May 2011 Sep 2011 (5) Mar 2012 (11) 7.50
-13.90% Oct 2018 Dec 2018 (3) Apr 2019 (7) 6.16
-11.27% Oct 2018 Dec 2018 (3) Apr 2019 (7) 5.43
-10.58% Jun 2015 Jan 2016 (8) May 2016 (12) 5.57
-10.51% Jun 2015 Feb 2016 (9) Jul 2016 (14) 5.56
-7.69% Apr 2012 May 2012 (2) Sep 2012 (6) 3.67
-7.41% Apr 2012 May 2012 (2) Sep 2012 (6) 3.38
-6.93% May 2019 May 2019 (1) Jun 2019 (2) 4.00
-5.49% Jan 2005 Apr 2005 (4) Jun 2005 (6) 2.61
-5.32% May 2019 May 2019 (1) Jun 2019 (2) 3.07
-5.28% Feb 2018 Mar 2018 (2) Jul 2018 (6) 3.60
-4.77% Feb 2018 Apr 2018 (3) Aug 2018 (7) 3.35
-4.67% Jul 2004 Aug 2004 (2) Oct 2004 (4) 3.09

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.
Swipe left to see all data
Year Return Drawdown Return Drawdown
2024
+3.16%
-0.85%
+3.53%
-0.21%
2023
+13.70%
-11.92%
+21.48%
-8.85%
2022
-11.62%
-20.69%
-17.87%
-23.81%
2021
+29.41%
-3.79%
+15.74%
-3.70%
2020
+12.71%
-26.65%
+17.62%
-17.64%
2019
+28.91%
-6.93%
+24.61%
-5.32%
2018
-7.82%
-13.90%
-6.88%
-11.27%
2017
+18.51%
-1.00%
+21.70%
0.00%
2016
+14.50%
-5.56%
+9.21%
-4.97%
2015
-2.66%
-9.53%
-1.81%
-9.34%
2014
+14.06%
-2.96%
+6.27%
-3.59%
2013
+35.54%
-2.92%
+20.62%
-2.29%
2012
+17.16%
-7.69%
+15.28%
-7.41%
2011
-0.67%
-19.88%
-2.72%
-16.85%
2010
+21.37%
-13.21%
+14.37%
-10.38%
2009
+44.64%
-18.63%
+30.72%
-15.46%
2008
-40.07%
-41.86%
-32.45%
-35.23%
2007
+0.90%
-8.90%
+10.67%
-4.82%
2006
+15.46%
-4.52%
+16.89%
-3.81%
2005
+7.41%
-5.49%
+9.86%
-4.16%
2004
+16.48%
-4.67%
+13.59%
-3.69%