Merrill Lynch Edge Select Conservative vs All Country World Bonds Portfolio Comparison

Last Update: 31 March 2024

The Merrill Lynch Edge Select Conservative Portfolio obtained a 5.30% compound annual return, with a 4.24% standard deviation, in the last 30 Years.

The All Country World Bonds Portfolio obtained a 5.30% compound annual return, with a 4.59% standard deviation, in the last 30 Years.

Summary

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Merrill Lynch Edge Select Conservative Portfolio All Country World Bonds Portfolio
Portfolio Risk Low Low
Asset Allocation Stocks 21% 0%
Fixed Income 79% 100%
Commodities 0% 0%
30 Years Stats Return +5.30% +5.30%
Std Dev 4.24% 4.59%
Max Drawdown -12.44% -17.60%
All time Stats
(Since Jan 1985)		 Return +6.66% +6.66%
Std Dev 4.53% 4.90%
Max Drawdown -12.44% -17.60%
Last Update: 31 March 2024

Historical Returns as of Mar 31, 2024

Comparison period starts from January 1985

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1M 6M 1Y 5Y 10Y 30Y MAX
Merrill Lynch Edge Select Conservative Portfolio +1.36 +8.21 +7.58 +3.33 +3.46 +5.30 +6.66
All Country World Bonds Portfolio +1.12 +6.95 +4.00 +0.33 +1.89 +5.30 +6.66
Return over 1 year are annualized.

Capital Growth as of Mar 31, 2024

Merrill Lynch Edge Select Conservative Portfolio: an investment of 1$, since April 1994, now would be worth 4.71$, with a total return of 370.93% (5.30% annualized).

All Country World Bonds Portfolio: an investment of 1$, since April 1994, now would be worth 4.71$, with a total return of 370.62% (5.30% annualized).

Merrill Lynch Edge Select Conservative Portfolio: an investment of 1$, since January 1985, now would be worth 12.55$, with a total return of 1155.21% (6.66% annualized).

All Country World Bonds Portfolio: an investment of 1$, since January 1985, now would be worth 12.55$, with a total return of 1155.18% (6.66% annualized).

Drawdowns

Drawdown comparison chart since April 1994.

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Merrill Lynch Edge Select Conservative Portfolio
All Country World Bonds Portfolio
Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index		 Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index
-17.60% Jan 2021 Oct 2022 (22) In progress (39) 10.55
-12.44% Jan 2022 Sep 2022 (9) Mar 2024 (27) 6.66
-10.97% May 2008 Feb 2009 (10) Aug 2009 (16) 5.84
-8.82% Mar 2008 Oct 2008 (8) Dec 2008 (10) 3.50
-5.16% May 2013 Aug 2013 (4) May 2014 (13) 3.09
-4.57% Feb 2020 Mar 2020 (2) Jun 2020 (5) 2.06
-3.92% Mar 2020 Mar 2020 (1) Jun 2020 (4) 1.86
-3.54% Oct 2016 Nov 2016 (2) Aug 2017 (11) 1.91
-3.22% Jun 2003 Jul 2003 (2) Sep 2003 (4) 1.81
-3.02% Apr 2004 May 2004 (2) Aug 2004 (5) 2.02
-3.00% Jan 2009 Feb 2009 (2) Apr 2009 (4) 1.69
-2.88% Jun 2011 Sep 2011 (4) Dec 2011 (7) 1.14
-2.69% May 1999 Aug 1999 (4) Nov 1999 (7) 1.71
-2.46% May 2015 Sep 2015 (5) Mar 2016 (11) 1.46
-2.43% Jul 1998 Aug 1998 (2) Sep 1998 (3) 1.21
-2.42% Apr 1994 Jun 1994 (3) Feb 1995 (11) 1.42
-2.40% Dec 1996 Mar 1997 (4) May 1997 (6) 1.28
-2.30% May 2013 Jun 2013 (2) Oct 2013 (6) 1.22
-2.26% Sep 2018 Dec 2018 (4) Jan 2019 (5) 1.37
-2.23% Feb 2015 Jun 2015 (5) Feb 2016 (13) 1.09

Drawdown comparison chart since January 1985.

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Merrill Lynch Edge Select Conservative Portfolio
All Country World Bonds Portfolio
Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index		 Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index
-17.60% Jan 2021 Oct 2022 (22) In progress (39) 10.55
-12.44% Jan 2022 Sep 2022 (9) Mar 2024 (27) 6.66
-10.97% May 2008 Feb 2009 (10) Aug 2009 (16) 5.84
-8.82% Mar 2008 Oct 2008 (8) Dec 2008 (10) 3.50
-6.85% Feb 1994 Jun 1994 (5) May 1995 (16) 4.92
-5.71% Mar 1987 Sep 1987 (7) Jan 1988 (11) 3.06
-5.44% Sep 1987 Nov 1987 (3) Feb 1988 (6) 3.15
-5.16% May 2013 Aug 2013 (4) May 2014 (13) 3.09
-4.57% Feb 2020 Mar 2020 (2) Jun 2020 (5) 2.06
-4.06% Aug 1990 Sep 1990 (2) Dec 1990 (5) 2.30
-3.92% Mar 2020 Mar 2020 (1) Jun 2020 (4) 1.86
-3.75% Feb 1994 Jun 1994 (5) Feb 1995 (13) 2.51
-3.54% Oct 2016 Nov 2016 (2) Aug 2017 (11) 1.91
-3.22% Jun 2003 Jul 2003 (2) Sep 2003 (4) 1.81
-3.02% Apr 2004 May 2004 (2) Aug 2004 (5) 2.02
-3.00% Jan 2009 Feb 2009 (2) Apr 2009 (4) 1.69
-2.97% Jan 1990 Apr 1990 (4) May 1990 (5) 1.80
-2.89% Jan 1990 Apr 1990 (4) May 1990 (5) 1.85
-2.88% Jun 2011 Sep 2011 (4) Dec 2011 (7) 1.14
-2.83% Feb 1985 Feb 1985 (1) Apr 1985 (3) 1.42

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.
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Year Return Drawdown Return Drawdown
2024
+1.66%
 -0.02%
-0.12%
 -1.22%
2023
+9.20%
 -3.89%
+7.31%
 -4.10%
2022
-9.59%
 -12.44%
-13.82%
 -15.86%
2021
+3.46%
 -1.41%
-2.06%
 -3.44%
2020
+6.74%
 -4.57%
+6.30%
 -3.92%
2019
+11.07%
 -0.76%
+9.49%
 -0.86%
2018
-1.01%
 -2.26%
+0.10%
 -1.92%
2017
+6.67%
 0.00%
+4.16%
 -0.40%
2016
+4.67%
 -1.32%
+4.27%
 -3.54%
2015
-0.16%
 -2.46%
+0.85%
 -2.23%
2014
+4.82%
 -1.01%
+6.88%
 -0.66%
2013
+5.12%
 -2.30%
-2.50%
 -5.16%
2012
+6.74%
 -1.52%
+7.45%
 -0.22%
2011
+3.69%
 -2.88%
+8.12%
 -0.42%
2010
+7.47%
 -1.66%
+7.71%
 -2.17%
2009
+10.64%
 -5.42%
+9.48%
 -3.00%
2008
-5.32%
 -9.24%
+2.29%
 -8.82%
2007
+5.55%
 -0.80%
+6.05%
 -1.42%
2006
+7.57%
 -0.79%
+4.63%
 -1.46%
2005
+4.31%
 -1.00%
+4.71%
 -1.32%
2004
+6.35%
 -1.82%
+6.09%
 -3.02%
2003
+10.38%
 -1.16%
+8.25%
 -3.22%
2002
+2.13%
 -1.95%
+9.30%
 -1.07%
2001
+2.93%
 -1.89%
+12.23%
 -0.35%
2000
+5.85%
 -1.16%
+11.10%
 -0.72%
1999
+5.52%
 -1.57%
+3.71%
 -2.69%
1998
+10.67%
 -2.43%
+8.51%
 -2.13%
1997
+9.16%
 -1.58%
+5.56%
 -2.07%
1996
+7.09%
 -0.68%
+8.94%
 -2.00%
1995
+17.99%
 0.00%
+20.40%
 -0.22%
1994
-0.59%
 -3.75%
-5.13%
 -6.85%
1993
+11.76%
 -1.05%
+14.09%
 -0.38%
1992
+6.62%
 -1.08%
+9.20%
 -1.73%
1991
+18.00%
 -1.13%
+18.81%
 -0.40%
1990
+3.99%
 -4.06%
+7.31%
 -2.97%
1989
+14.88%
 -0.43%
+12.84%
 -1.53%
1988
+10.13%
 -0.73%
+7.90%
 -2.11%
1987
+4.09%
 -5.44%
+1.20%
 -5.71%
1986
+15.59%
 -2.24%
+15.08%
 -2.62%
1985
+22.07%
 -0.64%
+22.99%
 -2.83%