Last Update: 31 August 2021

The Larry Swedroe Larry Portfolio obtained a 4.8% compound annual return, with a 4.36% standard deviation, in the last 10 years.

The Merrill Lynch Edge Select Moderately Conservative Portfolio obtained a 7.34% compound annual return, with a 5.78% standard deviation, in the last 10 years.

Summary

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Larry Swedroe Larry Portfolio Merrill Lynch Edge Select Moderately Conservative Portfolio
Risk Medium Medium
Asset Allocation Stocks 30% 37%
Fixed Income 70% 63%
Commodities 0% 0%
10 Years Stats Return +4.80% +7.34%
Std Dev 4.36% 5.78%
Max Drawdown -5.39% -7.78%

Last Update: 31 August 2021

Historical Returns

The examinated historical serie starts from January 1999

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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) MAX(*)
Larry Swedroe Larry Portfolio +0.46 -0.33 +2.55 +10.28 +5.78 +5.19 +4.80 +6.59
Merrill Lynch Edge Select Moderately Conservative Portfolio +0.92 +2.82 +6.21 +11.27 +9.48 +8.19 +7.34 +6.43
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 1999.

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Year Larry Swedroe Larry Portfolio Merrill Lynch Edge Select Moderately Conservative Portfolio
2021
+4.79% +6.00%
2020
+6.44% +11.65%
2019
+10.64% +16.41%
2018
-3.54% -2.89%
2017
+7.74% +11.44%
2016
+6.87% +6.14%
2015
-0.54% -0.48%
2014
+2.38% +6.29%
2013
+6.31% +8.82%
2012
+7.27% +9.99%
2011
+3.23% +3.41%
2010
+10.82% +10.48%
2009
+10.12% +17.30%
2008
-2.44% -11.92%
2007
+8.99% +6.98%
2006
+9.57% +9.60%
2005
+6.71% +5.47%
2004
+10.23% +8.54%
2003
+16.93% +16.19%
2002
+7.68% -0.79%
2001
+6.47% +0.35%
2000
+10.81% +2.03%
1999
+4.08% +9.63%
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