Last Update: 31 August 2020

The Merrill Lynch Edge Select Conservative Portfolio obtained a 4.81% compound annual return, with a 3.42% standard deviation, in the last 10 years.

The 10-year Treasury Portfolio obtained a 4.12% compound annual return, with a 5.57% standard deviation, in the last 10 years.

Summary

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Merrill Lynch Edge Select Conservative Portfolio 10-year Treasury Portfolio
Risk Low Low
Asset Allocation Stocks 21% 0%
Fixed Income 79% 100%
Commodities 0% 0%
10 Years Stats Return +4.81% +4.12%
Std Dev 3.42% 5.57%
Max Drawdown -4.57% -7.60%

Last Update: 31 August 2020

Historical Returns

The examinated historical serie starts from January 2008

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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) MAX(*)
Merrill Lynch Edge Select Conservative Portfolio +0.84 +3.36 +3.89 +6.05 +5.05 +4.97 +4.81 +4.47
10-year Treasury Portfolio -0.97 -0.08 +4.26 +8.19 +6.00 +4.66 +4.12 +5.13
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 2008.

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Year Merrill Lynch Edge Select Conservative Portfolio 10-year Treasury Portfolio
2020
+3.37% +11.07%
2019
+11.07% +8.03%
2018
-1.01% +0.99%
2017
+6.67% +2.55%
2016
+4.67% +1.00%
2015
-0.16% +1.51%
2014
+4.82% +9.07%
2013
+5.12% -6.09%
2012
+6.74% +3.66%
2011
+3.69% +15.64%
2010
+7.47% +9.37%
2009
+10.64% -6.59%
2008
-5.32% +17.91%
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