Last Update: 31 July 2022

The Merrill Lynch Edge Select Conservative Portfolio obtained a 5.47% compound annual return, with a 3.97% standard deviation, in the last 30 Years.

The US Inflation Protection Portfolio obtained a 5.82% compound annual return, with a 5.91% standard deviation, in the last 30 Years.

Summary

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Merrill Lynch Edge Select Conservative Portfolio US Inflation Protection Portfolio
Risk Low Low
Asset Allocation Stocks 21% 0%
Fixed Income 79% 100%
Commodities 0% 0%
30 Years Stats Return +5.47% +5.82%
Std Dev 3.97% 5.91%
Max Drawdown -10.97% -11.79%

Last Update: 31 July 2022

Historical Returns as of Jul 31, 2022

Comparison period starts from June 1991

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
Merrill Lynch Edge Select Conservative Portfolio +2.97 -4.72 -6.03 +3.07 +3.64 +5.47 +5.70
US Inflation Protection Portfolio +4.30 -3.13 -3.77 +3.81 +1.83 +5.82 +6.22
(*) Returns over 1 year are annualized

Capital Growth as of Jul 31, 2022

Merrill Lynch Edge Select Conservative Portfolio: an investment of 1000$, since August 1992, now would be worth 4944.76$, with a total return of 394.48% (5.47% annualized).

US Inflation Protection Portfolio: an investment of 1000$, since August 1992, now would be worth 5450.72$, with a total return of 445.07% (5.82% annualized).

Merrill Lynch Edge Select Conservative Portfolio: an investment of 1000$, since June 1991, now would be worth 5623.15$, with a total return of 462.31% (5.70% annualized).

US Inflation Protection Portfolio: an investment of 1000$, since June 1991, now would be worth 6557.69$, with a total return of 555.77% (6.22% annualized).

Drawdowns

Drawdown comparison chart since July 1992.

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Merrill Lynch Edge Select Conservative Portfolio
US Inflation Protection Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-11.79% Sep 2008 Oct 2008
-10.97% May 2008 Feb 2009
-10.68% Feb 1994 Oct 1994
-9.24% Dec 2012 Dec 2013
-9.20% Jan 2022 Jun 2022
-9.04% Jan 2022 Jun 2022
-6.47% Feb 1996 May 1996
-5.32% Feb 1999 Dec 1999
-5.32% Jun 2003 Jul 2003
-4.82% Apr 2004 Apr 2004
-4.57% Feb 2020 Mar 2020
-4.37% Dec 1996 Mar 1997
-3.75% Feb 1994 Jun 1994
-3.37% Nov 2001 Dec 2001
-3.05% Nov 2010 Dec 2010
-2.88% Jun 2011 Sep 2011
-2.75% Oct 2002 Oct 2002
-2.60% Sep 2005 Apr 2006
-2.47% Jul 2005 Jul 2005
-2.46% May 2015 Sep 2015

Drawdown comparison chart since June 1991.

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Merrill Lynch Edge Select Conservative Portfolio
US Inflation Protection Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-11.79% Sep 2008 Oct 2008
-10.97% May 2008 Feb 2009
-10.68% Feb 1994 Oct 1994
-9.24% Dec 2012 Dec 2013
-9.20% Jan 2022 Jun 2022
-9.04% Jan 2022 Jun 2022
-6.47% Feb 1996 May 1996
-5.32% Feb 1999 Dec 1999
-5.32% Jun 2003 Jul 2003
-4.82% Apr 2004 Apr 2004
-4.57% Feb 2020 Mar 2020
-4.37% Dec 1996 Mar 1997
-3.82% Jan 1992 Apr 1992
-3.75% Feb 1994 Jun 1994
-3.37% Nov 2001 Dec 2001
-3.05% Nov 2010 Dec 2010
-2.88% Jun 2011 Sep 2011
-2.75% Oct 2002 Oct 2002
-2.60% Sep 2005 Apr 2006
-2.47% Jul 2005 Jul 2005

Yearly Returns

Yearly return comparison. Common historical serie start from June 1991.

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Year Merrill Lynch Edge Select Conservative Portfolio US Inflation Protection Portfolio
2022
-6.50% -5.12%
2021
+3.46% +5.67%
2020
+6.74% +10.84%
2019
+11.07% +8.35%
2018
-1.01% -1.42%
2017
+6.67% +2.92%
2016
+4.67% +4.68%
2015
-0.16% -1.75%
2014
+4.82% +3.59%
2013
+5.12% -8.49%
2012
+6.74% +6.39%
2011
+3.69% +13.28%
2010
+7.47% +6.14%
2009
+10.64% +8.94%
2008
-5.32% +0.04%
2007
+5.55% +11.92%
2006
+7.57% +0.28%
2005
+4.31% +2.49%
2004
+6.35% +8.28%
2003
+10.38% +8.00%
2002
+2.13% +16.61%
2001
+2.93% +7.61%
2000
+5.85% +17.65%
1999
+5.52% -4.47%
1998
+10.67% +9.27%
1997
+9.16% +12.71%
1996
+7.09% +1.33%
1995
+17.99% +23.02%
1994
-0.59% -6.25%
1993
+11.76% +15.75%
1992
+6.62% +8.74%
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