Last Update: 31 August 2021

The Frank Armstrong Ideal Index Portfolio obtained a 8.1% compound annual return, with a 9.69% standard deviation, in the last 10 years.

The Merrill Lynch Edge Select Moderately Aggressive Portfolio obtained a 10.31% compound annual return, with a 9.81% standard deviation, in the last 10 years.

Summary

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Frank Armstrong Ideal Index Portfolio Merrill Lynch Edge Select Moderately Aggressive Portfolio
Risk High High
Asset Allocation Stocks 70% 69%
Fixed Income 30% 31%
Commodities 0% 0%
10 Years Stats Return +8.10% +10.31%
Std Dev 9.69% 9.81%
Max Drawdown -17.17% -14.28%

Last Update: 31 August 2021

Historical Returns

The examinated historical serie starts from January 1999

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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) MAX(*)
Frank Armstrong Ideal Index Portfolio +1.38 +1.24 +8.13 +23.73 +8.64 +9.03 +8.10 +6.80
Merrill Lynch Edge Select Moderately Aggressive Portfolio +1.75 +3.73 +9.83 +20.38 +12.75 +12.22 +10.31 +7.43
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 1999.

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Year Frank Armstrong Ideal Index Portfolio Merrill Lynch Edge Select Moderately Aggressive Portfolio
2021
+12.29% +11.27%
2020
+6.95% +16.02%
2019
+17.96% +22.30%
2018
-6.68% -5.68%
2017
+13.88% +18.60%
2016
+9.05% +8.18%
2015
-1.66% -1.40%
2014
+4.16% +6.31%
2013
+16.03% +16.88%
2012
+12.36% +13.59%
2011
-2.98% -0.71%
2010
+13.00% +13.09%
2009
+21.58% +26.40%
2008
-24.86% -25.92%
2007
+5.91% +9.49%
2006
+17.74% +14.56%
2005
+8.40% +8.32%
2004
+14.62% +11.86%
2003
+26.78% +25.92%
2002
-7.53% -9.91%
2001
-3.80% -6.23%
2000
+2.04% -5.49%
1999
+13.53% +18.91%
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