Last Update: 31 August 2021

The FundAdvice Ultimate Buy&Hold Portfolio obtained a 7.34% compound annual return, with a 8.30% 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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FundAdvice Ultimate Buy&Hold 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 +7.34% +10.31%
Std Dev 8.30% 9.81%
Max Drawdown -15.07% -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(*)
FundAdvice Ultimate Buy&Hold Portfolio +1.16 +1.35 +7.65 +20.33 +7.83 +7.96 +7.34 +7.56
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 FundAdvice Ultimate Buy&Hold Portfolio Merrill Lynch Edge Select Moderately Aggressive Portfolio
2021
+10.89% +11.27%
2020
+5.84% +16.02%
2019
+16.24% +22.30%
2018
-6.85% -5.68%
2017
+13.54% +18.60%
2016
+8.37% +8.18%
2015
-0.60% -1.40%
2014
+3.11% +6.31%
2013
+13.47% +16.88%
2012
+12.20% +13.59%
2011
-0.58% -0.71%
2010
+12.72% +13.09%
2009
+19.90% +26.40%
2008
-20.06% -25.92%
2007
+6.31% +9.49%
2006
+16.25% +14.56%
2005
+9.65% +8.32%
2004
+16.13% +11.86%
2003
+28.61% +25.92%
2002
-0.14% -9.91%
2001
+0.49% -6.23%
2000
+4.94% -5.49%
1999
+11.76% +18.91%
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