Last Update: 31 July 2022

The Merrill Lynch Edge Select Aggressive Portfolio obtained a 8.60% compound annual return, with a 12.86% standard deviation, in the last 30 Years.

The Technology Portfolio obtained a 13.75% compound annual return, with a 23.71% standard deviation, in the last 30 Years.

Summary

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Merrill Lynch Edge Select Aggressive Portfolio Technology Portfolio
Risk Very High Very High
Asset Allocation Stocks 84% 100%
Fixed Income 16% 0%
Commodities 0% 0%
30 Years Stats Return +8.60% +13.75%
Std Dev 12.86% 23.71%
Max Drawdown -45.65% -81.08%

Last Update: 31 July 2022

Historical Returns as of Jul 31, 2022

Comparison period starts from January 1991

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
Merrill Lynch Edge Select Aggressive Portfolio +6.08 -9.66 -10.01 +8.01 +9.38 +8.60 +9.20
Technology Portfolio +12.55 -12.84 -12.99 +17.92 +18.28 +13.75 +14.60
(*) Returns over 1 year are annualized

Capital Growth as of Jul 31, 2022

Merrill Lynch Edge Select Aggressive Portfolio: an investment of 1000$, since August 1992, now would be worth 11870.41$, with a total return of 1087.04% (8.60% annualized).

Technology Portfolio: an investment of 1000$, since August 1992, now would be worth 47690.23$, with a total return of 4669.02% (13.75% annualized).

Merrill Lynch Edge Select Aggressive Portfolio: an investment of 1000$, since January 1991, now would be worth 16104.92$, with a total return of 1510.49% (9.20% annualized).

Technology Portfolio: an investment of 1000$, since January 1991, now would be worth 73937.34$, with a total return of 7293.73% (14.60% annualized).

Drawdowns

Drawdown comparison chart since July 1992.

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Merrill Lynch Edge Select Aggressive Portfolio
Technology Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-81.08% Apr 2000 Sep 2002
-45.65% Nov 2007 Feb 2009
-33.96% Apr 2000 Sep 2002
-29.33% Jan 2022 Jun 2022
-18.39% Jan 2022 Jun 2022
-17.64% Jan 2020 Mar 2020
-17.20% Aug 1998 Aug 1998
-16.96% Sep 2018 Dec 2018
-16.85% May 2011 Sep 2011
-13.97% May 1998 Aug 1998
-13.51% Feb 1997 Mar 1997
-12.97% Feb 1994 Jun 1994
-12.90% Feb 2020 Mar 2020
-11.27% Oct 2018 Dec 2018
-10.51% Jun 2015 Feb 2016
-10.50% Aug 1997 Dec 1997
-9.82% Dec 2015 Feb 2016
-9.49% Feb 1999 Feb 1999
-8.88% Aug 2015 Sep 2015
-8.65% Sep 2020 Oct 2020

Drawdown comparison chart since January 1991.

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Merrill Lynch Edge Select Aggressive Portfolio
Technology Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-81.08% Apr 2000 Sep 2002
-45.65% Nov 2007 Feb 2009
-33.96% Apr 2000 Sep 2002
-29.33% Jan 2022 Jun 2022
-18.39% Jan 2022 Jun 2022
-17.64% Jan 2020 Mar 2020
-17.20% Aug 1998 Aug 1998
-16.96% Sep 2018 Dec 2018
-16.85% May 2011 Sep 2011
-13.97% May 1998 Aug 1998
-13.51% Feb 1997 Mar 1997
-13.48% Mar 1992 Aug 1992
-12.97% Feb 1994 Jun 1994
-12.90% Feb 2020 Mar 2020
-11.27% Oct 2018 Dec 2018
-10.51% Jun 2015 Feb 2016
-10.50% Aug 1997 Dec 1997
-9.82% Dec 2015 Feb 2016
-9.49% Feb 1999 Feb 1999
-8.89% Jun 1991 Jun 1991

Yearly Returns

Yearly return comparison. Common historical serie start from January 1991.

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Year Merrill Lynch Edge Select Aggressive Portfolio Technology Portfolio
2022
-13.43% -20.46%
2021
+15.74% +27.42%
2020
+17.62% +48.40%
2019
+24.61% +38.96%
2018
-6.88% -0.12%
2017
+21.70% +32.66%
2016
+9.21% +7.10%
2015
-1.81% +9.45%
2014
+6.27% +19.18%
2013
+20.62% +36.63%
2012
+15.28% +18.12%
2011
-2.72% +3.47%
2010
+14.37% +20.14%
2009
+30.72% +54.68%
2008
-32.45% -41.73%
2007
+10.67% +19.02%
2006
+16.89% +7.14%
2005
+9.86% +1.57%
2004
+13.59% +10.54%
2003
+30.43% +49.67%
2002
-14.01% -37.37%
2001
-9.00% -33.34%
2000
-8.67% -36.11%
1999
+23.19% +101.95%
1998
+18.05% +85.30%
1997
+17.27% +20.63%
1996
+15.00% +42.54%
1995
+23.68% +42.54%
1994
+0.50% +1.50%
1993
+21.88% +10.58%
1992
+3.09% +8.86%
1991
+34.86% +64.99%
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