Merrill Lynch Edge Select Conservative vs US Inflation Protection 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 US Inflation Protection Portfolio obtained a 5.16% compound annual return, with a 5.95% standard deviation, in the last 30 Years.

Summary

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Merrill Lynch Edge Select Conservative Portfolio US Inflation Protection Portfolio
Portfolio Risk Low Low
Asset Allocation Stocks 21% 0%
Fixed Income 79% 100%
Commodities 0% 0%
30 Years Stats Return +5.30% +5.16%
Std Dev 4.24% 5.95%
Max Drawdown -12.44% -14.76%
All time Stats
(Since Jan 1985)		 Return +6.66% +6.69%
Std Dev 4.53% 6.62%
Max Drawdown -12.44% -14.76%
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
US Inflation Protection Portfolio +0.65 +4.44 -0.38 +1.96 +1.89 +5.16 +6.69
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).

US Inflation Protection Portfolio: an investment of 1$, since April 1994, now would be worth 4.52$, with a total return of 352.05% (5.16% 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).

US Inflation Protection Portfolio: an investment of 1$, since January 1985, now would be worth 12.70$, with a total return of 1170.17% (6.69% annualized).

Drawdowns

Drawdown comparison chart since April 1994.

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Merrill Lynch Edge Select Conservative Portfolio
US Inflation Protection Portfolio
Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index		 Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index
-14.76% Jan 2022 Oct 2023 (22) In progress (27) 10.39
-12.44% Jan 2022 Sep 2022 (9) Mar 2024 (27) 6.66
-11.79% Sep 2008 Oct 2008 (2) Sep 2009 (13) 5.42
-10.97% May 2008 Feb 2009 (10) Aug 2009 (16) 5.84
-9.24% Dec 2012 Dec 2013 (13) Mar 2019 (76) 4.32
-6.47% Feb 1996 May 1996 (4) Oct 1996 (9) 4.44
-5.32% Feb 1999 Dec 1999 (11) Mar 2000 (14) 3.77
-5.32% Jun 2003 Jul 2003 (2) Dec 2003 (7) 2.32
-4.82% Apr 2004 Apr 2004 (1) Aug 2004 (5) 2.77
-4.57% Feb 2020 Mar 2020 (2) Jun 2020 (5) 2.06
-4.37% Dec 1996 Mar 1997 (4) Jun 1997 (7) 2.17
-3.50% Aug 1994 Oct 1994 (3) Jan 1995 (6) 2.15
-3.37% Nov 2001 Dec 2001 (2) Apr 2002 (6) 2.07
-3.05% Nov 2010 Dec 2010 (2) Apr 2011 (6) 2.01
-2.88% Jun 2011 Sep 2011 (4) Dec 2011 (7) 1.14
-2.75% Oct 2002 Oct 2002 (1) Dec 2002 (3) 1.95
-2.75% Apr 1994 Jun 1994 (3) Jul 1994 (4) 1.75
-2.60% Sep 2005 Apr 2006 (8) Aug 2006 (12) 1.40
-2.47% Jul 2005 Jul 2005 (1) Aug 2005 (2) 1.42
-2.46% May 2015 Sep 2015 (5) Mar 2016 (11) 1.46

Drawdown comparison chart since January 1985.

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Merrill Lynch Edge Select Conservative Portfolio
US Inflation Protection Portfolio
Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index		 Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index
-14.76% Jan 2022 Oct 2023 (22) In progress (27) 10.39
-12.44% Jan 2022 Sep 2022 (9) Mar 2024 (27) 6.66
-11.79% Sep 2008 Oct 2008 (2) Sep 2009 (13) 5.42
-10.97% May 2008 Feb 2009 (10) Aug 2009 (16) 5.84
-10.68% Feb 1994 Oct 1994 (9) May 1995 (16) 7.40
-9.45% Mar 1987 Sep 1987 (7) Jan 1988 (11) 4.91
-9.24% Dec 2012 Dec 2013 (13) Mar 2019 (76) 4.32
-6.47% Feb 1996 May 1996 (4) Oct 1996 (9) 4.44
-5.44% Sep 1987 Nov 1987 (3) Feb 1988 (6) 3.15
-5.32% Feb 1999 Dec 1999 (11) Mar 2000 (14) 3.77
-5.32% Jun 2003 Jul 2003 (2) Dec 2003 (7) 2.32
-4.82% Apr 2004 Apr 2004 (1) Aug 2004 (5) 2.77
-4.70% Mar 1988 May 1988 (3) Sep 1988 (7) 2.66
-4.57% Feb 2020 Mar 2020 (2) Jun 2020 (5) 2.06
-4.42% Dec 1989 Apr 1990 (5) Jun 1990 (7) 2.28
-4.37% Dec 1996 Mar 1997 (4) Jun 1997 (7) 2.17
-4.18% May 1986 May 1986 (1) Jun 1986 (2) 2.41
-4.06% Aug 1990 Sep 1990 (2) Dec 1990 (5) 2.30
-3.82% Jan 1992 Apr 1992 (4) Jun 1992 (6) 2.47
-3.75% Feb 1994 Jun 1994 (5) Feb 1995 (13) 2.51

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%
-0.07%
 -1.05%
2023
+9.20%
 -3.89%
+3.27%
 -5.35%
2022
-9.59%
 -12.44%
-13.10%
 -14.74%
2021
+3.46%
 -1.41%
+5.67%
 -1.95%
2020
+6.74%
 -4.57%
+10.84%
 -1.76%
2019
+11.07%
 -0.76%
+8.35%
 -1.14%
2018
-1.01%
 -2.26%
-1.42%
 -2.47%
2017
+6.67%
 0.00%
+2.92%
 -0.91%
2016
+4.67%
 -1.32%
+4.68%
 -2.64%
2015
-0.16%
 -2.46%
-1.75%
 -4.83%
2014
+4.82%
 -1.01%
+3.59%
 -2.59%
2013
+5.12%
 -2.30%
-8.49%
 -9.10%
2012
+6.74%
 -1.52%
+6.39%
 -1.43%
2011
+3.69%
 -2.88%
+13.28%
 -0.01%
2010
+7.47%
 -1.66%
+6.14%
 -3.05%
2009
+10.64%
 -5.42%
+8.94%
 -2.24%
2008
-5.32%
 -9.24%
+0.04%
 -11.79%
2007
+5.55%
 -0.80%
+11.92%
 -1.52%
2006
+7.57%
 -0.79%
+0.28%
 -2.37%
2005
+4.31%
 -1.00%
+2.49%
 -2.47%
2004
+6.35%
 -1.82%
+8.28%
 -4.82%
2003
+10.38%
 -1.16%
+8.00%
 -5.32%
2002
+2.13%
 -1.95%
+16.61%
 -2.75%
2001
+2.93%
 -1.89%
+7.61%
 -3.37%
2000
+5.85%
 -1.16%
+17.65%
 -0.84%
1999
+5.52%
 -1.57%
-4.47%
 -5.32%
1998
+10.67%
 -2.43%
+9.27%
 -0.76%
1997
+9.16%
 -1.58%
+12.71%
 -2.48%
1996
+7.09%
 -0.68%
+1.33%
 -6.47%
1995
+17.99%
 0.00%
+23.02%
 -0.42%
1994
-0.59%
 -3.75%
-6.25%
 -10.68%
1993
+11.76%
 -1.05%
+15.75%
 -1.45%
1992
+6.62%
 -1.08%
+8.74%
 -3.82%
1991
+18.00%
 -1.13%
+18.60%
 -0.30%
1990
+3.99%
 -4.06%
+8.20%
 -4.32%
1989
+14.88%
 -0.43%
+15.77%
 -2.48%
1988
+10.13%
 -0.73%
+6.51%
 -4.70%
1987
+4.09%
 -5.44%
-0.24%
 -9.45%
1986
+15.59%
 -2.24%
+18.39%
 -4.18%
1985
+22.07%
 -0.64%
+26.04%
 -3.65%