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 High Yield Bonds Income Portfolio obtained a 5.92% compound annual return, with a 7.33% standard deviation, in the last 10 years.

Summary

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Merrill Lynch Edge Select Conservative Portfolio High Yield Bonds Income Portfolio
Risk Low Low
Asset Allocation Stocks 21% 0%
Fixed Income 79% 100%
Commodities 0% 0%
10 Years Stats Return +4.81% +5.92%
Std Dev 3.42% 7.33%
Max Drawdown -4.57% -11.99%

Last Update: 31 August 2020

Historical Returns

The examinated historical serie starts from April 2009

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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 +5.86
High Yield Bonds Income Portfolio -0.86 +5.44 +1.87 +4.19 +5.06 +6.31 +5.92 +8.73
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from April 2009.

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Year Merrill Lynch Edge Select Conservative Portfolio High Yield Bonds Income Portfolio
2020
+3.37% +2.35%
2019
+11.07% +16.98%
2018
-1.01% -4.53%
2017
+6.67% +8.78%
2016
+4.67% +12.01%
2015
-0.16% -3.94%
2014
+4.82% +6.28%
2013
+5.12% -0.40%
2012
+6.74% +12.61%
2011
+3.69% +9.07%
2010
+7.47% +11.52%
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