Gold vs Merrill Lynch Edge Select Moderately Aggressive Portfolio Comparison

Last Update: 29 February 2024

The Gold Portfolio obtained a 5.46% compound annual return, with a 15.44% standard deviation, in the last 30 Years.

The Merrill Lynch Edge Select Moderately Aggressive Portfolio obtained a 7.90% compound annual return, with a 11.14% standard deviation, in the last 30 Years.

Summary

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Gold Portfolio Merrill Lynch Edge Select Moderately Aggressive Portfolio
Portfolio Risk Very High High
Asset Allocation Stocks 0% 69%
Fixed Income 0% 31%
Commodities 100% 0%
30 Years Stats Return +5.46% +7.90%
Std Dev 15.44% 11.14%
Max Drawdown -42.91% -38.23%
All time Stats
(Since Jan 1985)
Return +4.73% +9.85%
Std Dev 15.06% 11.32%
Max Drawdown -48.26% -38.23%
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
Gold Portfolio +0.46 +5.16 +11.50 +8.83 +4.02 +5.46 +4.73
Merrill Lynch Edge Select Moderately Aggressive Portfolio +2.88 +9.00 +18.64 +8.49 +7.43 +7.90 +9.85
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Gold Portfolio: an investment of 1$, since March 1994, now would be worth 4.93$, with a total return of 393.44% (5.46% annualized).

Merrill Lynch Edge Select Moderately Aggressive Portfolio: an investment of 1$, since March 1994, now would be worth 9.79$, with a total return of 878.97% (7.90% annualized).

Gold Portfolio: an investment of 1$, since January 1985, now would be worth 6.11$, with a total return of 510.68% (4.73% annualized).

Merrill Lynch Edge Select Moderately Aggressive Portfolio: an investment of 1$, since January 1985, now would be worth 39.63$, with a total return of 3863.37% (9.85% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Gold Portfolio
Merrill Lynch Edge Select Moderately Aggressive Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-42.91% Sep 2011 Dec 2015 (52) Jul 2020 (107) 28.29
-38.23% Nov 2007 Feb 2009 (16) Dec 2010 (38) 17.26
-37.17% Feb 1996 Aug 1999 (43) Dec 2003 (95) 24.75
-25.83% Mar 2008 Oct 2008 (8) May 2009 (15) 10.74
-25.60% Sep 2000 Sep 2002 (25) Jan 2004 (41) 14.73
-22.31% Jan 2022 Sep 2022 (9) Feb 2024 (26) 11.50
-18.08% Aug 2020 Oct 2022 (27) Nov 2023 (40) 8.45
-14.29% Jan 2020 Mar 2020 (3) Jul 2020 (7) 6.16
-13.38% May 2011 Sep 2011 (5) Feb 2012 (10) 5.95
-10.89% May 1998 Aug 1998 (4) Nov 1998 (7) 4.77
-9.25% Oct 2018 Dec 2018 (3) Apr 2019 (7) 4.42
-8.64% Dec 2004 May 2005 (6) Sep 2005 (10) 5.30
-8.63% May 2006 Sep 2006 (5) Feb 2007 (10) 4.31
-8.54% Jun 2015 Feb 2016 (9) Jul 2016 (14) 4.52
-8.37% Dec 2009 Jan 2010 (2) May 2010 (6) 5.13
-8.31% Apr 2004 Apr 2004 (1) Oct 2004 (7) 5.49
-6.38% Jan 2011 Jan 2011 (1) Mar 2011 (3) 3.21
-5.96% Apr 2012 May 2012 (2) Sep 2012 (6) 2.60
-5.22% Jun 2009 Jun 2009 (1) Sep 2009 (4) 2.98
-5.14% Aug 1997 Aug 1997 (1) Feb 1998 (7) 2.83

Drawdown comparison chart since January 1985.

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Gold Portfolio
Merrill Lynch Edge Select Moderately Aggressive Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-48.26% Dec 1987 Aug 1999 (141) Dec 2005 (217) 29.64
-42.91% Sep 2011 Dec 2015 (52) Jul 2020 (107) 28.29
-38.23% Nov 2007 Feb 2009 (16) Dec 2010 (38) 17.26
-25.83% Mar 2008 Oct 2008 (8) May 2009 (15) 10.74
-25.60% Sep 2000 Sep 2002 (25) Jan 2004 (41) 14.73
-22.31% Jan 2022 Sep 2022 (9) Feb 2024 (26) 11.50
-19.36% Sep 1987 Nov 1987 (3) Jan 1989 (17) 9.38
-18.08% Aug 2020 Oct 2022 (27) Nov 2023 (40) 8.45
-14.29% Jan 2020 Mar 2020 (3) Jul 2020 (7) 6.16
-13.38% May 2011 Sep 2011 (5) Feb 2012 (10) 5.95
-13.23% Aug 1990 Sep 1990 (2) Feb 1991 (7) 7.33
-10.89% May 1998 Aug 1998 (4) Nov 1998 (7) 4.77
-9.25% Oct 2018 Dec 2018 (3) Apr 2019 (7) 4.42
-8.63% May 2006 Sep 2006 (5) Feb 2007 (10) 4.31
-8.54% Jun 2015 Feb 2016 (9) Jul 2016 (14) 4.52
-8.37% Dec 2009 Jan 2010 (2) May 2010 (6) 5.13
-8.14% Oct 1986 Dec 1986 (3) Apr 1987 (7) 5.04
-7.54% Jan 1990 Apr 1990 (4) Jun 1990 (6) 4.52
-6.67% Jan 1985 Feb 1985 (2) Mar 1985 (3) 3.34
-6.49% Feb 1994 Mar 1994 (2) Mar 1995 (14) 3.58

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
-0.97%
-1.42%
+2.76%
-0.11%
2023
+12.69%
-7.22%
+19.24%
-8.08%
2022
-0.77%
-15.91%
-17.08%
-22.31%
2021
-4.15%
-10.32%
+12.88%
-3.28%
2020
+24.81%
-10.12%
+16.02%
-14.29%
2019
+17.86%
-4.10%
+22.30%
-4.24%
2018
-1.94%
-11.66%
-5.68%
-9.25%
2017
+12.81%
-4.09%
+18.60%
0.00%
2016
+8.03%
-15.02%
+8.18%
-3.80%
2015
-10.67%
-17.81%
-1.40%
-7.75%
2014
-2.19%
-12.44%
+6.31%
-2.65%
2013
-28.33%
-28.33%
+16.88%
-2.57%
2012
+6.60%
-10.45%
+13.59%
-5.96%
2011
+9.57%
-14.48%
-0.71%
-13.38%
2010
+29.27%
-5.09%
+13.09%
-8.24%
2009
+24.03%
-7.20%
+26.40%
-13.32%
2008
+4.92%
-25.83%
-25.92%
-29.30%
2007
+30.45%
-4.20%
+9.49%
-3.81%
2006
+22.55%
-8.63%
+14.56%
-3.15%
2005
+17.76%
-4.91%
+8.32%
-3.32%
2004
+4.65%
-8.31%
+11.86%
-3.19%
2003
+19.89%
-8.88%
+25.92%
-2.76%
2002
+25.57%
-6.72%
-9.91%
-15.72%
2001
+0.75%
-6.10%
-6.23%
-15.50%
2000
-5.44%
-9.93%
-5.49%
-9.00%
1999
+0.85%
-11.47%
+18.91%
-2.47%
1998
-0.83%
-12.01%
+16.84%
-10.89%
1997
-21.41%
-21.41%
+16.20%
-5.14%
1996
-4.59%
-8.95%
+13.20%
-3.20%
1995
+0.98%
-2.46%
+23.22%
-0.43%
1994
-2.17%
-3.91%
+0.12%
-6.49%
1993
+17.68%
-11.51%
+19.47%
-2.68%
1992
-5.73%
-6.97%
+3.95%
-3.09%
1991
-8.56%
-10.05%
+31.55%
-3.84%
1990
-3.11%
-15.14%
-3.49%
-13.23%
1989
-2.84%
-12.30%
+26.95%
-1.61%
1988
-15.26%
-18.05%
+16.80%
-3.01%
1987
+24.53%
-1.97%
+4.39%
-19.36%
1986
+18.96%
-8.14%
+23.79%
-5.19%
1985
+6.00%
-6.67%
+32.17%
-2.00%