Last Update: 31 March 2024
The Merrill Lynch Edge Select Aggressive Portfolio obtained a 8.63% compound annual return, with a 13.23% standard deviation, in the last 30 Years.
The US Stocks Value Portfolio obtained a 10.28% compound annual return, with a 15.35% standard deviation, in the last 30 Years.
Summary
Swipe left to see all data
| Merrill Lynch Edge Select Aggressive Portfolio | US Stocks Value Portfolio | ||
|---|---|---|---|
| Portfolio Risk | Very High | Very High | |
| Asset Allocation | Stocks | 84% | 100% |
| Fixed Income | 16% | 0% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +8.63% | +10.28% |
| Std Dev | 13.23% | 15.35% | |
| Max Drawdown | -45.65% | -55.41% | |
| All time Stats (Since Jan 1985) |
Return | +10.52% | +11.23% |
| Std Dev | 13.37% | 15.46% | |
| Max Drawdown | -45.65% | -55.41% | |
| Last Update: 31 March 2024 | |||
Historical Returns as of Mar 31, 2024
Comparison period starts from January 1985
Swipe left to see all data
| 1M | 6M | 1Y | 5Y | 10Y | 30Y | MAX | |
|---|---|---|---|---|---|---|---|
| Merrill Lynch Edge Select Aggressive Portfolio | +2.65 | +17.85 | +20.37 | +10.10 | +8.69 | +8.63 | +10.52 |
| US Stocks Value Portfolio | +4.69 | +22.40 | +24.99 | +13.06 | +10.43 | +10.28 | +11.23 |
| Return over 1 year are annualized. |
Capital Growth as of Mar 31, 2024
Merrill Lynch Edge Select Aggressive Portfolio: an investment of 1$, since April 1994,
now would be worth 11.99$, with a total return of 1098.96%
(8.63% annualized).
US Stocks Value Portfolio: an investment of 1$, since April 1994, now would be worth 18.84$, with a total return of 1784.17% (10.28% annualized).
US Stocks Value Portfolio: an investment of 1$, since April 1994, now would be worth 18.84$, with a total return of 1784.17% (10.28% annualized).
Merrill Lynch Edge Select Aggressive Portfolio: an investment of 1$, since January 1985,
now would be worth 50.76$, with a total return of 4976.06%
(10.52% annualized).
US Stocks Value Portfolio: an investment of 1$, since January 1985, now would be worth 65.18$, with a total return of 6418.18% (11.23% annualized).
US Stocks Value Portfolio: an investment of 1$, since January 1985, now would be worth 65.18$, with a total return of 6418.18% (11.23% annualized).
Drawdowns
Drawdown comparison chart since April 1994.
Swipe left to see all data
|
Merrill Lynch Edge Select Aggressive Portfolio
|
US Stocks Value Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -55.41% | Jun 2007 | Feb 2009 (21) | Jan 2013 (68) | 25.46 | |||||
| -45.65% | Nov 2007 | Feb 2009 (16) | Mar 2011 (41) | 21.44 | |||||
| -33.96% | Apr 2000 | Sep 2002 (30) | Nov 2004 (56) | 18.03 | |||||
| -32.49% | Sep 2000 | Sep 2002 (25) | Feb 2004 (42) | 17.09 | |||||
| -26.06% | Jan 2020 | Mar 2020 (3) | Dec 2020 (12) | 13.06 | |||||
| -23.81% | Jan 2022 | Sep 2022 (9) | Feb 2024 (26) | 11.92 | |||||
| -17.64% | Jan 2020 | Mar 2020 (3) | Jul 2020 (7) | 7.92 | |||||
| -17.60% | Jul 1998 | Aug 1998 (2) | Dec 1998 (6) | 8.56 | |||||
| -16.85% | May 2011 | Sep 2011 (5) | Mar 2012 (11) | 7.50 | |||||
| -16.63% | Jan 2022 | Sep 2022 (9) | Jan 2023 (13) | 6.87 | |||||
| -13.97% | May 1998 | Aug 1998 (4) | Nov 1998 (7) | 6.38 | |||||
| -12.56% | Feb 2018 | Dec 2018 (11) | Apr 2019 (15) | 5.22 | |||||
| -11.27% | Oct 2018 | Dec 2018 (3) | Apr 2019 (7) | 5.43 | |||||
| -10.70% | Jun 2015 | Jan 2016 (8) | Jun 2016 (13) | 5.85 | |||||
| -10.51% | Jun 2015 | Feb 2016 (9) | Jul 2016 (14) | 5.56 | |||||
| -9.27% | Aug 2023 | Oct 2023 (3) | Dec 2023 (5) | 4.98 | |||||
| -8.88% | Jul 1999 | Sep 1999 (3) | Dec 1999 (6) | 4.59 | |||||
| -7.76% | May 2019 | May 2019 (1) | Jul 2019 (3) | 3.88 | |||||
| -7.41% | Apr 2012 | May 2012 (2) | Sep 2012 (6) | 3.38 | |||||
| -6.20% | Aug 1997 | Oct 1997 (3) | Feb 1998 (7) | 3.62 | |||||
Drawdown comparison chart since January 1985.
Swipe left to see all data
|
Merrill Lynch Edge Select Aggressive Portfolio
|
US Stocks Value Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -55.41% | Jun 2007 | Feb 2009 (21) | Jan 2013 (68) | 25.46 | |||||
| -45.65% | Nov 2007 | Feb 2009 (16) | Mar 2011 (41) | 21.44 | |||||
| -33.96% | Apr 2000 | Sep 2002 (30) | Nov 2004 (56) | 18.03 | |||||
| -32.49% | Sep 2000 | Sep 2002 (25) | Feb 2004 (42) | 17.09 | |||||
| -30.17% | Sep 1987 | Nov 1987 (3) | Apr 1989 (20) | 15.87 | |||||
| -26.06% | Jan 2020 | Mar 2020 (3) | Dec 2020 (12) | 13.06 | |||||
| -23.81% | Jan 2022 | Sep 2022 (9) | Feb 2024 (26) | 11.92 | |||||
| -22.86% | Sep 1987 | Nov 1987 (3) | Jan 1989 (17) | 11.68 | |||||
| -17.64% | Jan 2020 | Mar 2020 (3) | Jul 2020 (7) | 7.92 | |||||
| -17.60% | Jul 1998 | Aug 1998 (2) | Dec 1998 (6) | 8.56 | |||||
| -16.85% | May 2011 | Sep 2011 (5) | Mar 2012 (11) | 7.50 | |||||
| -16.63% | Jan 2022 | Sep 2022 (9) | Jan 2023 (13) | 6.87 | |||||
| -16.02% | Jun 1990 | Oct 1990 (5) | Feb 1991 (9) | 9.06 | |||||
| -15.96% | Aug 1990 | Sep 1990 (2) | Feb 1991 (7) | 9.08 | |||||
| -13.97% | May 1998 | Aug 1998 (4) | Nov 1998 (7) | 6.38 | |||||
| -12.56% | Feb 2018 | Dec 2018 (11) | Apr 2019 (15) | 5.22 | |||||
| -11.27% | Oct 2018 | Dec 2018 (3) | Apr 2019 (7) | 5.43 | |||||
| -10.70% | Jun 2015 | Jan 2016 (8) | Jun 2016 (13) | 5.85 | |||||
| -10.51% | Jun 2015 | Feb 2016 (9) | Jul 2016 (14) | 5.56 | |||||
| -9.27% | Aug 2023 | Oct 2023 (3) | Dec 2023 (5) | 4.98 | |||||
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.
The highlighted returns represent the highest values for that specific year.
Swipe left to see all data
| Year | Return | Drawdown | Return | Drawdown |
|---|---|---|---|---|
| 2024 |
+6.27%
|
-0.21% |
+7.77%
|
0.00% |
| 2023 |
+21.48%
|
-8.85% |
+21.75%
|
-9.27% |
| 2022 |
-17.87%
|
-23.81% |
-5.39%
|
-16.63% |
| 2021 |
+15.74%
|
-3.70% |
+25.21%
|
-3.32% |
| 2020 |
+17.62%
|
-17.64% |
+1.55%
|
-26.06% |
| 2019 |
+24.61%
|
-5.32% |
+31.48%
|
-7.76% |
| 2018 |
-6.88%
|
-11.27% |
-9.18%
|
-12.56% |
| 2017 |
+21.70%
|
0.00% |
+15.08%
|
-1.63% |
| 2016 |
+9.21%
|
-4.97% |
+18.48%
|
-5.38% |
| 2015 |
-1.81%
|
-9.34% |
-4.32%
|
-10.50% |
| 2014 |
+6.27%
|
-3.59% |
+12.75%
|
-3.59% |
| 2013 |
+20.62%
|
-2.29% |
+32.19%
|
-3.90% |
| 2012 |
+15.28%
|
-7.41% |
+17.36%
|
-6.74% |
| 2011 |
-2.72%
|
-16.85% |
-0.29%
|
-19.14% |
| 2010 |
+14.37%
|
-10.38% |
+15.81%
|
-13.77% |
| 2009 |
+30.72%
|
-15.46% |
+19.61%
|
-23.38% |
| 2008 |
-32.45%
|
-35.23% |
-36.01%
|
-37.37% |
| 2007 |
+10.67%
|
-4.82% |
-1.38%
|
-9.05% |
| 2006 |
+16.89%
|
-3.81% |
+21.90%
|
-2.74% |
| 2005 |
+9.86%
|
-4.16% |
+6.59%
|
-3.67% |
| 2004 |
+13.59%
|
-3.69% |
+16.71%
|
-3.14% |
| 2003 |
+30.43%
|
-3.69% |
+31.72%
|
-5.06% |
| 2002 |
-14.01%
|
-20.65% |
-16.07%
|
-25.33% |
| 2001 |
-9.00%
|
-19.93% |
-4.82%
|
-13.49% |
| 2000 |
-8.67%
|
-12.07% |
+3.67%
|
-8.97% |
| 1999 |
+23.19%
|
-2.88% |
+8.54%
|
-8.88% |
| 1998 |
+18.05%
|
-13.97% |
+17.96%
|
-17.60% |
| 1997 |
+17.27%
|
-6.20% |
+32.64%
|
-5.25% |
| 1996 |
+15.00%
|
-3.98% |
+23.15%
|
-4.43% |
| 1995 |
+23.68%
|
-0.91% |
+39.35%
|
-0.21% |
| 1994 |
+0.50%
|
-7.08% |
+0.35%
|
-6.99% |
| 1993 |
+21.88%
|
-3.14% |
+10.42%
|
-2.38% |
| 1992 |
+3.09%
|
-3.48% |
+8.69%
|
-2.26% |
| 1991 |
+34.86%
|
-4.62% |
+29.07%
|
-4.66% |
| 1990 |
-6.03%
|
-15.96% |
-6.16%
|
-16.02% |
| 1989 |
+30.19%
|
-2.36% |
+28.73%
|
-3.12% |
| 1988 |
+18.97%
|
-3.56% |
+19.63%
|
-3.20% |
| 1987 |
+4.52%
|
-22.86% |
+3.51%
|
-30.17% |
| 1986 |
+25.81%
|
-5.82% |
+17.17%
|
-8.41% |
| 1985 |
+34.45%
|
-2.58% |
+32.40%
|
-3.74% |
