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
| 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
| 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 |
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.
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.
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.
| 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% |