Larry Swedroe Larry vs Merrill Lynch Edge Select Moderately Conservative Portfolio Comparison

Last Update: 29 February 2024

The Larry Swedroe Larry Portfolio obtained a 5.83% compound annual return, with a 5.55% 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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Larry Swedroe Larry Portfolio Merrill Lynch Edge Select Moderately Conservative Portfolio
Portfolio Risk Medium Medium
Asset Allocation Stocks 30% 37%
Fixed Income 70% 63%
Commodities 0% 0%
30 Years Stats Return +5.83% +6.56%
Std Dev 5.55% 6.85%
Max Drawdown -15.96% -20.48%
All time Stats
(Since Jan 1985)
Return +7.80% +8.25%
Std Dev 6.17% 7.13%
Max Drawdown -15.96% -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
Larry Swedroe Larry Portfolio -0.25 +3.04 +3.69 +1.85 +2.49 +5.83 +7.80
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

Larry Swedroe Larry Portfolio: an investment of 1$, since March 1994, now would be worth 5.47$, with a total return of 446.97% (5.83% 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).

Larry Swedroe Larry Portfolio: an investment of 1$, since January 1985, now would be worth 18.95$, with a total return of 1795.18% (7.80% 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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Larry Swedroe Larry 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
-20.48% Nov 2007 Feb 2009 (16) Nov 2009 (25) 9.59
-18.53% Jan 2022 Sep 2022 (9) In progress (26) 10.42
-15.96% Jun 2021 Sep 2022 (16) In progress (33) 9.09
-11.47% Apr 2008 Feb 2009 (11) Jul 2009 (16) 5.18
-7.78% Feb 2020 Mar 2020 (2) Jun 2020 (5) 3.56
-6.14% Feb 2001 Sep 2002 (20) Apr 2003 (27) 3.29
-5.80% Jun 2011 Sep 2011 (4) Jan 2012 (8) 2.34
-5.38% Jan 2020 Mar 2020 (3) Jul 2020 (7) 2.42
-5.14% May 1998 Aug 1998 (4) Nov 1998 (7) 2.18
-5.01% Jul 1998 Aug 1998 (2) Oct 1998 (4) 2.36
-4.75% Sep 2018 Dec 2018 (4) Feb 2019 (6) 2.52
-4.61% Mar 1994 Jun 1994 (4) Apr 1995 (14) 3.00
-4.35% May 2015 Jan 2016 (9) May 2016 (13) 2.47
-4.08% Sep 2018 Dec 2018 (4) Mar 2019 (7) 2.25
-3.98% Apr 2004 May 2004 (2) Sep 2004 (6) 2.62
-3.97% Aug 2011 Sep 2011 (2) Jan 2012 (6) 1.63
-3.51% Sep 2000 Nov 2000 (3) Jan 2001 (5) 1.84
-3.50% May 2010 Jun 2010 (2) Jul 2010 (3) 2.37
-3.38% Jan 1999 Feb 1999 (2) Apr 1999 (4) 1.70
-3.31% May 2015 Jan 2016 (9) Mar 2016 (11) 2.21

Drawdown comparison chart since January 1985.

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Larry Swedroe Larry 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
-20.48% Nov 2007 Feb 2009 (16) Nov 2009 (25) 9.59
-18.53% Jan 2022 Sep 2022 (9) In progress (26) 10.42
-15.96% Jun 2021 Sep 2022 (16) In progress (33) 9.09
-11.47% Apr 2008 Feb 2009 (11) Jul 2009 (16) 5.18
-10.69% Sep 1987 Nov 1987 (3) Sep 1988 (13) 4.76
-9.16% Sep 1987 Nov 1987 (3) Jun 1988 (10) 4.44
-7.78% Feb 2020 Mar 2020 (2) Jun 2020 (5) 3.56
-7.56% Aug 1990 Sep 1990 (2) Jan 1991 (6) 4.14
-7.44% Feb 1994 Jun 1994 (5) May 1995 (16) 5.26
-6.63% Aug 1990 Sep 1990 (2) Jan 1991 (6) 3.69
-6.14% Feb 2001 Sep 2002 (20) Apr 2003 (27) 3.29
-5.80% Jun 2011 Sep 2011 (4) Jan 2012 (8) 2.34
-5.38% Jan 2020 Mar 2020 (3) Jul 2020 (7) 2.42
-5.18% Feb 1994 Mar 1994 (2) Mar 1995 (14) 3.41
-5.15% Jan 1990 Apr 1990 (4) May 1990 (5) 3.28
-5.14% May 1998 Aug 1998 (4) Nov 1998 (7) 2.18
-5.01% Jul 1998 Aug 1998 (2) Oct 1998 (4) 2.36
-4.75% Sep 2018 Dec 2018 (4) Feb 2019 (6) 2.52
-4.70% Mar 1987 May 1987 (3) Aug 1987 (6) 2.58
-4.35% May 2015 Jan 2016 (9) May 2016 (13) 2.47

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
-1.32%
-1.32%
+0.89%
-0.08%
2023
+6.94%
-6.22%
+13.70%
-6.23%
2022
-11.20%
-14.55%
-14.91%
-18.53%
2021
+3.41%
-2.64%
+6.44%
-2.24%
2020
+6.44%
-5.38%
+11.65%
-7.78%
2019
+10.64%
-1.45%
+16.41%
-1.82%
2018
-3.54%
-4.08%
-2.89%
-4.75%
2017
+7.74%
0.00%
+11.44%
0.00%
2016
+6.87%
-1.26%
+6.14%
-1.87%
2015
-0.54%
-3.22%
-0.48%
-4.33%
2014
+2.38%
-2.37%
+6.29%
-1.64%
2013
+6.31%
-2.41%
+8.82%
-3.06%
2012
+7.27%
-2.25%
+9.99%
-2.86%
2011
+3.23%
-3.97%
+3.41%
-5.80%
2010
+10.82%
-2.16%
+10.48%
-3.50%
2009
+10.12%
-7.76%
+17.30%
-8.37%
2008
-2.44%
-7.60%
-11.92%
-16.14%
2007
+8.99%
-0.45%
+6.98%
-1.47%
2006
+9.57%
-2.17%
+9.60%
-1.69%
2005
+6.71%
-1.81%
+5.47%
-1.53%
2004
+10.23%
-3.98%
+8.54%
-2.54%
2003
+16.93%
-0.92%
+16.19%
-1.02%
2002
+7.68%
-1.92%
-0.79%
-4.95%
2001
+6.47%
-2.38%
+0.35%
-5.56%
2000
+10.81%
-1.59%
+2.03%
-3.51%
1999
+4.08%
-3.38%
+9.63%
-2.17%
1998
+6.06%
-5.14%
+13.94%
-5.01%
1997
+8.62%
-1.80%
+12.19%
-3.09%
1996
+5.81%
-1.78%
+9.06%
-1.42%
1995
+18.99%
0.00%
+21.86%
0.00%
1994
-4.77%
-7.44%
-1.15%
-5.18%
1993
+20.95%
-1.55%
+15.17%
-1.67%
1992
+9.36%
-1.05%
+6.09%
-2.25%
1991
+26.47%
-2.04%
+24.65%
-2.13%
1990
+1.93%
-6.63%
+1.69%
-7.56%
1989
+22.14%
0.00%
+19.80%
-0.51%
1988
+12.93%
-1.48%
+12.42%
-1.76%
1987
-0.86%
-9.16%
+3.90%
-10.69%
1986
+17.85%
-3.07%
+19.56%
-3.61%
1985
+27.10%
-0.72%
+27.56%
-0.71%