Last Update: 30 April 2022

The Golden Butterfly with Bitcoin Portfolio obtained a 18.46% compound annual return, with a 39.03% standard deviation, in the last 10 Years.

The Merrill Lynch Edge Select Moderately Aggressive Portfolio obtained a 8.08% compound annual return, with a 9.75% standard deviation, in the last 10 Years.

Summary

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Golden Butterfly with Bitcoin Portfolio Merrill Lynch Edge Select Moderately Aggressive Portfolio
Risk High High
Asset Allocation Stocks 40% 69%
Fixed Income 40% 31%
Commodities 20% 0%
10 Years Stats Return +18.46% +8.08%
Std Dev 39.03% 9.75%
Max Drawdown -23.09% -14.29%

Last Update: 30 April 2022

Historical Returns as of Apr 30, 2022

Comparison period starts from January 2009

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1M 6M 1Y 5Y(*) 10Y(*) MAX(*)
Golden Butterfly with Bitcoin Portfolio -5.64 -8.20 -4.51 +12.21 +18.46 +19.48
Merrill Lynch Edge Select Moderately Aggressive Portfolio -6.91 -11.46 -6.95 +7.98 +8.08 +9.50
(*) Returns over 1 year are annualized

Capital Growth as of Apr 30, 2022

Golden Butterfly with Bitcoin Portfolio: an investment of 1000$, since May 2012, now would be worth 5441.76$, with a total return of 444.18% (18.46% annualized).

Merrill Lynch Edge Select Moderately Aggressive Portfolio: an investment of 1000$, since May 2012, now would be worth 2174.67$, with a total return of 117.47% (8.08% annualized).

Golden Butterfly with Bitcoin Portfolio: an investment of 1000$, since January 2009, now would be worth 10731.15$, with a total return of 973.12% (19.48% annualized).

Merrill Lynch Edge Select Moderately Aggressive Portfolio: an investment of 1000$, since January 2009, now would be worth 3353.33$, with a total return of 235.33% (9.50% annualized).

Drawdowns

Drawdown comparison chart since April 2012.

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Golden Butterfly with Bitcoin Portfolio
Merrill Lynch Edge Select Moderately Aggressive Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-23.09% Dec 2013 Dec 2013
-14.29% Jan 2020 Mar 2020
-12.40% Jan 2022 Apr 2022
-9.25% Oct 2018 Dec 2018
-8.54% Jun 2015 Feb 2016
-8.53% Jan 2022 Apr 2022
-7.97% May 2013 Jun 2013
-7.91% Feb 2020 Mar 2020
-7.04% Sep 2018 Dec 2018
-5.52% May 2012 May 2012
-4.24% May 2019 May 2019
-4.23% Feb 2018 Apr 2018
-3.62% Sep 2020 Oct 2020
-3.28% Sep 2021 Sep 2021
-2.65% Jan 2014 Jan 2014
-2.57% May 2013 Jun 2013
-2.56% Sep 2021 Sep 2021
-2.52% Sep 2014 Sep 2014
-2.47% Feb 2018 Mar 2018
-2.43% Sep 2020 Sep 2020

Drawdown comparison chart since January 2009.

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Golden Butterfly with Bitcoin Portfolio
Merrill Lynch Edge Select Moderately Aggressive Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-39.02% Jul 2011 Nov 2011
-23.09% Dec 2013 Dec 2013
-14.29% Jan 2020 Mar 2020
-13.38% May 2011 Sep 2011
-13.32% Jan 2009 Feb 2009
-12.40% Jan 2022 Apr 2022
-10.30% Jan 2009 Feb 2009
-9.25% Oct 2018 Dec 2018
-8.54% Jun 2015 Feb 2016
-8.53% Jan 2022 Apr 2022
-8.24% May 2010 Jun 2010
-7.91% Feb 2020 Mar 2020
-7.04% Sep 2018 Dec 2018
-5.96% Apr 2012 May 2012
-4.24% May 2019 May 2019
-4.23% Feb 2018 Apr 2018
-3.62% Sep 2020 Oct 2020
-3.28% Sep 2021 Sep 2021
-2.89% May 2010 Jun 2010
-2.87% Jan 2010 Jan 2010

Yearly Returns

Yearly return comparison. Common historical serie start from January 2009.

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Year Golden Butterfly with Bitcoin Portfolio Merrill Lynch Edge Select Moderately Aggressive Portfolio
2022
-8.53% -12.40%
2021
+10.61% +12.88%
2020
+19.54% +16.02%
2019
+19.56% +22.30%
2018
-5.42% -5.68%
2017
+36.14% +18.60%
2016
+13.14% +8.18%
2015
-2.76% -1.40%
2014
+8.01% +6.31%
2013
+130.58% +16.88%
2012
+12.33% +13.59%
2011
+38.12% -0.71%
2010
+22.92% +13.09%
2009
+10.29% +26.40%
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