Last Update: 31 December 2020
The Roger Gibson Five Asset Portfolio obtained a 5.54% compound annual return, with a 10.48% standard deviation, in the last 10 years.
The Merrill Lynch Edge Select Aggressive Portfolio obtained a 9.86% compound annual return, with a 11.97% standard deviation, in the last 10 years.
Summary
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| Roger Gibson Five Asset Portfolio | Merrill Lynch Edge Select Aggressive Portfolio | ||
|---|---|---|---|
| Risk | Very High | Very High | |
| Asset Allocation | Stocks | 60% | 84% |
| Fixed Income | 20% | 16% | |
| Commodities | 20% | 0% | |
| 10 Years Stats | Return | +5.54% | +9.86% |
| Std Dev | 10.48% | 11.97% | |
| Max Drawdown | -19.29% | -17.65% | |
Last Update: 31 December 2020
Historical Returns
The examinated historical serie starts from January 2008
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| 1M | 3M | 6M | 1Y | 3Y(*) | 5Y(*) | 10Y(*) | MAX(*) | |
|---|---|---|---|---|---|---|---|---|
| Roger Gibson Five Asset Portfolio | +3.73 | +10.65 | +15.85 | +5.29 | +5.53 | +7.67 | +5.54 | +4.35 |
| Merrill Lynch Edge Select Aggressive Portfolio | +4.25 | +12.88 | +21.51 | +17.62 | +10.93 | +12.65 | +9.86 | +7.58 |
(*) annualized
Capital Growth
Drawdowns
Yearly Returns
Yearly return comparison. Common historical serie start from January 2008.
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| Year | Roger Gibson Five Asset Portfolio | Merrill Lynch Edge Select Aggressive Portfolio |
|---|---|---|
| 2020 |
+5.29% | +17.62% |
| 2019 |
+20.35% | +24.61% |
| 2018 |
-7.26% | -6.88% |
| 2017 |
+12.32% | +21.70% |
| 2016 |
+9.61% | +9.21% |
| 2015 |
-5.77% | -1.81% |
| 2014 |
+3.39% | +6.27% |
| 2013 |
+8.12% | +20.62% |
| 2012 |
+12.31% | +15.28% |
| 2011 |
+0.22% | -2.72% |
| 2010 |
+15.28% | +14.37% |
| 2009 |
+23.98% | +30.72% |
| 2008 |
-29.02% | -32.45% |