Last Update: 31 August 2020

The iShares Lifepath Fund Portfolio obtained a 6.96% compound annual return, with a 5.83% standard deviation, in the last 10 years.

The Merrill Lynch Edge Select Moderately Conservative Portfolio obtained a 7.11% compound annual return, with a 5.76% standard deviation, in the last 10 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%
10 Years Stats Return +6.96% +7.11%
Std Dev 5.83% 5.76%
Max Drawdown -8.33% -7.78%

Last Update: 31 August 2020

Historical Returns

The examinated historical serie starts from January 2008

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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) MAX(*)
iShares Lifepath Fund Portfolio +1.93 +6.51 +7.59 +10.69 +7.16 +7.15 +6.96 +5.77
Merrill Lynch Edge Select Moderately Conservative Portfolio +2.05 +6.73 +7.93 +11.06 +7.46 +7.44 +7.11 +6.13
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 2008.

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Year iShares Lifepath Fund Portfolio Merrill Lynch Edge Select Moderately Conservative Portfolio
2020
+5.96% +6.36%
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%
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