iShares Lifepath Fund vs Merrill Lynch Edge Select Moderately Conservative Portfolio Comparison

Last Update: 29 February 2024

The iShares Lifepath Fund Portfolio obtained a 6.44% compound annual return, with a 7.01% standard deviation, in the last 30 Years.

The Merrill Lynch Edge Select Moderately Conservative Portfolio obtained a 6.56% compound annual return, with a 6.85% standard deviation, in the last 30 Years.

Summary

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iShares Lifepath Fund Portfolio Merrill Lynch Edge Select Moderately Conservative Portfolio
Portfolio Risk Medium Medium
Asset Allocation Stocks 40.42% 37%
Fixed Income 59.58% 63%
Commodities 0% 0%
30 Years Stats Return +6.44% +6.56%
Std Dev 7.01% 6.85%
Max Drawdown -21.23% -20.48%
All time Stats
(Since Jan 1985)
Return +8.05% +8.25%
Std Dev 7.25% 7.13%
Max Drawdown -21.23% -20.48%
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
iShares Lifepath Fund Portfolio +0.96 +5.95 +10.72 +4.98 +4.74 +6.44 +8.05
Merrill Lynch Edge Select Moderately Conservative Portfolio +0.97 +6.31 +12.49 +5.11 +4.92 +6.56 +8.25
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

iShares Lifepath Fund Portfolio: an investment of 1$, since March 1994, now would be worth 6.51$, with a total return of 550.53% (6.44% annualized).

Merrill Lynch Edge Select Moderately Conservative Portfolio: an investment of 1$, since March 1994, now would be worth 6.73$, with a total return of 572.74% (6.56% annualized).

iShares Lifepath Fund Portfolio: an investment of 1$, since January 1985, now would be worth 20.74$, with a total return of 1974.08% (8.05% annualized).

Merrill Lynch Edge Select Moderately Conservative Portfolio: an investment of 1$, since January 1985, now would be worth 22.34$, with a total return of 2133.83% (8.25% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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iShares Lifepath Fund Portfolio
Merrill Lynch Edge Select Moderately Conservative Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-21.23% Nov 2007 Feb 2009 (16) Dec 2009 (26) 9.68
-20.48% Nov 2007 Feb 2009 (16) Nov 2009 (25) 9.59
-18.92% Jan 2022 Sep 2022 (9) In progress (26) 10.97
-18.53% Jan 2022 Sep 2022 (9) In progress (26) 10.42
-8.33% Feb 2020 Mar 2020 (2) Jun 2020 (5) 3.78
-7.78% Feb 2020 Mar 2020 (2) Jun 2020 (5) 3.56
-7.15% Feb 2001 Sep 2002 (20) May 2003 (28) 3.70
-6.14% Feb 2001 Sep 2002 (20) Apr 2003 (27) 3.29
-5.80% Jun 2011 Sep 2011 (4) Jan 2012 (8) 2.34
-5.64% May 2011 Sep 2011 (5) Jan 2012 (9) 2.15
-5.36% Jul 1998 Aug 1998 (2) Nov 1998 (5) 2.49
-5.27% Sep 2018 Dec 2018 (4) Mar 2019 (7) 2.66
-5.01% Jul 1998 Aug 1998 (2) Oct 1998 (4) 2.36
-4.75% Sep 2018 Dec 2018 (4) Feb 2019 (6) 2.52
-4.45% May 2015 Sep 2015 (5) May 2016 (13) 2.49
-4.35% May 2015 Jan 2016 (9) May 2016 (13) 2.47
-3.83% May 2010 Jun 2010 (2) Sep 2010 (5) 2.07
-3.51% Sep 2000 Nov 2000 (3) Jan 2001 (5) 1.84
-3.50% May 2010 Jun 2010 (2) Jul 2010 (3) 2.37
-3.19% Mar 1994 Jun 1994 (4) Aug 1994 (6) 2.31

Drawdown comparison chart since January 1985.

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iShares Lifepath Fund Portfolio
Merrill Lynch Edge Select Moderately Conservative Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-21.23% Nov 2007 Feb 2009 (16) Dec 2009 (26) 9.68
-20.48% Nov 2007 Feb 2009 (16) Nov 2009 (25) 9.59
-18.92% Jan 2022 Sep 2022 (9) In progress (26) 10.97
-18.53% Jan 2022 Sep 2022 (9) In progress (26) 10.42
-10.86% Sep 1987 Nov 1987 (3) Sep 1988 (13) 4.84
-10.69% Sep 1987 Nov 1987 (3) Sep 1988 (13) 4.76
-8.33% Feb 2020 Mar 2020 (2) Jun 2020 (5) 3.78
-7.78% Feb 2020 Mar 2020 (2) Jun 2020 (5) 3.56
-7.56% Aug 1990 Sep 1990 (2) Jan 1991 (6) 4.14
-7.15% Feb 2001 Sep 2002 (20) May 2003 (28) 3.70
-7.10% Aug 1990 Sep 1990 (2) Jan 1991 (6) 3.86
-6.14% Feb 2001 Sep 2002 (20) Apr 2003 (27) 3.29
-5.80% Jun 2011 Sep 2011 (4) Jan 2012 (8) 2.34
-5.78% Jan 1990 Apr 1990 (4) Jun 1990 (6) 3.32
-5.64% May 2011 Sep 2011 (5) Jan 2012 (9) 2.15
-5.36% Jul 1998 Aug 1998 (2) Nov 1998 (5) 2.49
-5.27% Sep 2018 Dec 2018 (4) Mar 2019 (7) 2.66
-5.18% Feb 1994 Mar 1994 (2) Mar 1995 (14) 3.41
-5.15% Jan 1990 Apr 1990 (4) May 1990 (5) 3.28
-5.01% Jul 1998 Aug 1998 (2) Oct 1998 (4) 2.36

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
+0.88%
-0.08%
+0.89%
-0.08%
2023
+11.93%
-6.77%
+13.70%
-6.23%
2022
-15.14%
-18.92%
-14.91%
-18.53%
2021
+8.05%
-2.34%
+6.44%
-2.24%
2020
+11.47%
-8.33%
+11.65%
-7.78%
2019
+16.20%
-1.68%
+16.41%
-1.82%
2018
-3.49%
-5.27%
-2.89%
-4.75%
2017
+11.24%
0.00%
+11.44%
0.00%
2016
+6.11%
-1.80%
+6.14%
-1.87%
2015
-0.37%
-4.45%
-0.48%
-4.33%
2014
+6.00%
-1.78%
+6.29%
-1.64%
2013
+9.07%
-2.99%
+8.82%
-3.06%
2012
+9.09%
-2.74%
+9.99%
-2.86%
2011
+3.66%
-5.64%
+3.41%
-5.80%
2010
+10.07%
-3.83%
+10.48%
-3.50%
2009
+15.04%
-9.43%
+17.30%
-8.37%
2008
-12.05%
-16.28%
-11.92%
-16.14%
2007
+7.94%
-1.18%
+6.98%
-1.47%
2006
+10.06%
-1.54%
+9.60%
-1.69%
2005
+5.27%
-1.53%
+5.47%
-1.53%
2004
+9.19%
-2.78%
+8.54%
-2.54%
2003
+16.31%
-1.16%
+16.19%
-1.02%
2002
-1.88%
-6.04%
-0.79%
-4.95%
2001
-0.13%
-5.51%
+0.35%
-5.56%
2000
+3.22%
-3.16%
+2.03%
-3.51%
1999
+8.91%
-2.48%
+9.63%
-2.17%
1998
+13.44%
-5.36%
+13.94%
-5.01%
1997
+14.26%
-3.07%
+12.19%
-3.09%
1996
+8.55%
-1.74%
+9.06%
-1.42%
1995
+21.33%
0.00%
+21.86%
0.00%
1994
-0.37%
-4.89%
-1.15%
-5.18%
1993
+13.45%
-2.48%
+15.17%
-1.67%
1992
+4.84%
-2.92%
+6.09%
-2.25%
1991
+19.41%
-2.35%
+24.65%
-2.13%
1990
+0.16%
-7.10%
+1.69%
-7.56%
1989
+17.85%
-0.92%
+19.80%
-0.51%
1988
+12.45%
-1.92%
+12.42%
-1.76%
1987
+5.68%
-10.86%
+3.90%
-10.69%
1986
+22.44%
-3.57%
+19.56%
-3.61%
1985
+28.90%
-0.72%
+27.56%
-0.71%