Last Update: 31 December 2022

The iShares Lifepath Fund Portfolio obtained a 6.51% compound annual return, with a 6.82% standard deviation, in the last 30 Years.

The Merrill Lynch Edge Select Moderately Conservative Portfolio obtained a 6.59% compound annual return, with a 6.65% standard deviation, in the last 30 Years.

Summary

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iShares Lifepath Fund Portfolio Merrill Lynch Edge Select Moderately Conservative Portfolio
Risk Medium Medium
Asset Allocation Stocks 40.42% 37%
Fixed Income 59.58% 63%
Commodities 0% 0%
30 Years Stats Return +6.51% +6.59%
Std Dev 6.82% 6.65%
Max Drawdown -21.23% -20.48%

Last Update: 31 December 2022

Historical Returns as of Dec 31, 2022

Comparison period starts from January 1985

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
iShares Lifepath Fund Portfolio -2.40 -1.27 -15.14 +2.77 +4.54 +6.51 +7.96
Merrill Lynch Edge Select Moderately Conservative Portfolio -2.52 -1.07 -14.91 +2.71 +4.52 +6.59 +8.13
(*) Returns over 1 year are annualized

Capital Growth as of Dec 31, 2022

iShares Lifepath Fund Portfolio: an investment of 1000$, since January 1993, now would be worth 6626.51$, with a total return of 562.65% (6.51% annualized).

Merrill Lynch Edge Select Moderately Conservative Portfolio: an investment of 1000$, since January 1993, now would be worth 6785.19$, with a total return of 578.52% (6.59% annualized).

iShares Lifepath Fund Portfolio: an investment of 1000$, since January 1985, now would be worth 18367.95$, with a total return of 1736.79% (7.96% annualized).

Merrill Lynch Edge Select Moderately Conservative Portfolio: an investment of 1000$, since January 1985, now would be worth 19473.68$, with a total return of 1847.37% (8.13% annualized).

Drawdowns

Drawdown comparison chart since December 1992.

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iShares Lifepath Fund Portfolio
Merrill Lynch Edge Select Moderately Conservative Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-21.23% Nov 2007 Feb 2009
-20.48% Nov 2007 Feb 2009
-18.92% Jan 2022 Sep 2022
-18.53% Jan 2022 Sep 2022
-8.33% Feb 2020 Mar 2020
-7.78% Feb 2020 Mar 2020
-7.15% Feb 2001 Sep 2002
-6.14% Feb 2001 Sep 2002
-5.80% Jun 2011 Sep 2011
-5.64% May 2011 Sep 2011
-5.36% Jul 1998 Aug 1998
-5.27% Sep 2018 Dec 2018
-5.18% Feb 1994 Mar 1994
-5.01% Jul 1998 Aug 1998
-4.89% Feb 1994 Jun 1994
-4.75% Sep 2018 Dec 2018
-4.45% May 2015 Sep 2015
-4.35% May 2015 Jan 2016
-3.83% May 2010 Jun 2010
-3.51% Sep 2000 Nov 2000

Drawdown comparison chart since January 1985.

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iShares Lifepath Fund Portfolio
Merrill Lynch Edge Select Moderately Conservative Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-21.23% Nov 2007 Feb 2009
-20.48% Nov 2007 Feb 2009
-18.92% Jan 2022 Sep 2022
-18.53% Jan 2022 Sep 2022
-10.86% Sep 1987 Nov 1987
-10.69% Sep 1987 Nov 1987
-8.33% Feb 2020 Mar 2020
-7.78% Feb 2020 Mar 2020
-7.56% Aug 1990 Sep 1990
-7.15% Feb 2001 Sep 2002
-7.10% Aug 1990 Sep 1990
-6.14% Feb 2001 Sep 2002
-5.80% Jun 2011 Sep 2011
-5.78% Jan 1990 Apr 1990
-5.64% May 2011 Sep 2011
-5.36% Jul 1998 Aug 1998
-5.27% Sep 2018 Dec 2018
-5.18% Feb 1994 Mar 1994
-5.15% Jan 1990 Apr 1990
-5.01% Jul 1998 Aug 1998

Yearly Returns

Yearly return comparison. Common historical serie start from January 1985.

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Year iShares Lifepath Fund Portfolio Merrill Lynch Edge Select Moderately Conservative Portfolio
2022
-15.14% -14.91%
2021
+8.05% +6.44%
2020
+11.47% +11.65%
2019
+16.20% +16.41%
2018
-3.49% -2.89%
2017
+11.24% +11.44%
2016
+6.11% +6.14%
2015
-0.37% -0.48%
2014
+6.00% +6.29%
2013
+9.07% +8.82%
2012
+9.09% +9.99%
2011
+3.66% +3.41%
2010
+10.07% +10.48%
2009
+15.04% +17.30%
2008
-12.05% -11.92%
2007
+7.94% +6.98%
2006
+10.06% +9.60%
2005
+5.27% +5.47%
2004
+9.19% +8.54%
2003
+16.31% +16.19%
2002
-1.88% -0.79%
2001
-0.13% +0.35%
2000
+3.22% +2.03%
1999
+8.91% +9.63%
1998
+13.44% +13.94%
1997
+14.26% +12.19%
1996
+8.55% +9.06%
1995
+21.33% +21.86%
1994
-0.37% -1.15%
1993
+13.45% +15.17%
1992
+4.84% +6.09%
1991
+19.41% +24.65%
1990
+0.16% +1.69%
1989
+17.85% +19.80%
1988
+12.45% +12.42%
1987
+5.68% +3.90%
1986
+22.44% +19.56%
1985
+28.90% +27.56%
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