Merrill Lynch Edge Select Conservative vs Vanguard LifeStrategy Income Fund 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 Vanguard LifeStrategy Income Fund Portfolio obtained a 5.53% compound annual return, with a 4.76% standard deviation, in the last 30 Years.

Summary

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Merrill Lynch Edge Select Conservative Portfolio Vanguard LifeStrategy Income Fund Portfolio
Portfolio Risk Low Low
Asset Allocation Stocks 21% 20%
Fixed Income 79% 80%
Commodities 0% 0%
30 Years Stats Return +5.30% +5.53%
Std Dev 4.24% 4.76%
Max Drawdown -12.44% -16.61%
All time Stats
(Since Jan 1985)		 Return +6.66% +7.05%
Std Dev 4.53% 5.13%
Max Drawdown -12.44% -16.61%
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
Vanguard LifeStrategy Income Fund Portfolio +1.38 +8.85 +6.61 +2.54 +3.29 +5.53 +7.05
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).

Vanguard LifeStrategy Income Fund Portfolio: an investment of 1$, since April 1994, now would be worth 5.03$, with a total return of 403.18% (5.53% 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).

Vanguard LifeStrategy Income Fund Portfolio: an investment of 1$, since January 1985, now would be worth 14.49$, with a total return of 1349.05% (7.05% annualized).

Drawdowns

Drawdown comparison chart since April 1994.

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Merrill Lynch Edge Select Conservative Portfolio
Vanguard LifeStrategy Income Fund Portfolio
Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index		 Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index
-16.61% Sep 2021 Sep 2022 (13) In progress (31) 9.86
-12.44% Jan 2022 Sep 2022 (9) Mar 2024 (27) 6.66
-10.97% May 2008 Feb 2009 (10) Aug 2009 (16) 5.84
-10.54% May 2008 Oct 2008 (6) Jul 2009 (15) 5.76
-4.57% Feb 2020 Mar 2020 (2) Jun 2020 (5) 2.06
-4.47% Feb 2020 Mar 2020 (2) May 2020 (4) 2.04
-3.36% May 2013 Jun 2013 (2) Oct 2013 (6) 2.02
-2.88% Jun 2011 Sep 2011 (4) Dec 2011 (7) 1.14
-2.63% Dec 1996 Mar 1997 (4) May 1997 (6) 1.43
-2.58% Oct 2016 Nov 2016 (2) Apr 2017 (7) 1.33
-2.46% May 2015 Sep 2015 (5) Mar 2016 (11) 1.46
-2.43% May 2015 Sep 2015 (5) Mar 2016 (11) 1.45
-2.43% Jul 1998 Aug 1998 (2) Sep 1998 (3) 1.21
-2.37% Sep 2018 Oct 2018 (2) Jan 2019 (5) 1.36
-2.30% May 2013 Jun 2013 (2) Oct 2013 (6) 1.22
-2.26% Sep 2018 Dec 2018 (4) Jan 2019 (5) 1.37
-2.22% Apr 2004 May 2004 (2) Sep 2004 (6) 1.42
-1.98% Feb 1999 Feb 1999 (1) Apr 1999 (3) 1.04
-1.95% Jun 2002 Jul 2002 (2) Nov 2002 (6) 1.08
-1.89% Feb 2001 Mar 2001 (2) Jul 2001 (6) 0.94

Drawdown comparison chart since January 1985.

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Merrill Lynch Edge Select Conservative Portfolio
Vanguard LifeStrategy Income Fund Portfolio
Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index		 Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index
-16.61% Sep 2021 Sep 2022 (13) In progress (31) 9.86
-12.44% Jan 2022 Sep 2022 (9) Mar 2024 (27) 6.66
-10.97% May 2008 Feb 2009 (10) Aug 2009 (16) 5.84
-10.54% May 2008 Oct 2008 (6) Jul 2009 (15) 5.76
-5.45% Feb 1994 Jun 1994 (5) Apr 1995 (15) 3.70
-5.44% Sep 1987 Nov 1987 (3) Feb 1988 (6) 3.15
-4.57% Feb 2020 Mar 2020 (2) Jun 2020 (5) 2.06
-4.47% Sep 1987 Nov 1987 (3) Jan 1988 (5) 2.81
-4.47% Feb 2020 Mar 2020 (2) May 2020 (4) 2.04
-4.35% Jan 1990 Apr 1990 (4) Jun 1990 (6) 2.45
-4.18% Aug 1990 Sep 1990 (2) Dec 1990 (5) 2.32
-4.06% Aug 1990 Sep 1990 (2) Dec 1990 (5) 2.30
-3.75% Feb 1994 Jun 1994 (5) Feb 1995 (13) 2.51
-3.36% May 2013 Jun 2013 (2) Oct 2013 (6) 2.02
-2.89% Jan 1990 Apr 1990 (4) May 1990 (5) 1.85
-2.88% Jun 2011 Sep 2011 (4) Dec 2011 (7) 1.14
-2.63% Dec 1996 Mar 1997 (4) May 1997 (6) 1.43
-2.58% Oct 2016 Nov 2016 (2) Apr 2017 (7) 1.33
-2.56% Sep 1986 Sep 1986 (1) Dec 1986 (4) 1.37
-2.46% May 2015 Sep 2015 (5) Mar 2016 (11) 1.46

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%
+1.15%
 -0.23%
2023
+9.20%
 -3.89%
+9.53%
 -5.04%
2022
-9.59%
 -12.44%
-14.00%
 -16.30%
2021
+3.46%
 -1.41%
+2.15%
 -1.71%
2020
+6.74%
 -4.57%
+8.85%
 -4.47%
2019
+11.07%
 -0.76%
+12.26%
 -0.05%
2018
-1.01%
 -2.26%
-1.15%
 -2.37%
2017
+6.67%
 0.00%
+7.31%
 0.00%
2016
+4.67%
 -1.32%
+4.45%
 -2.58%
2015
-0.16%
 -2.46%
+0.26%
 -2.43%
2014
+4.82%
 -1.01%
+6.50%
 -0.99%
2013
+5.12%
 -2.30%
+3.78%
 -3.36%
2012
+6.74%
 -1.52%
+7.54%
 -1.14%
2011
+3.69%
 -2.88%
+5.49%
 -1.55%
2010
+7.47%
 -1.66%
+8.55%
 -1.00%
2009
+10.64%
 -5.42%
+12.18%
 -5.19%
2008
-5.32%
 -9.24%
-4.64%
 -10.54%
2007
+5.55%
 -0.80%
+6.96%
 -0.49%
2006
+7.57%
 -0.79%
+7.11%
 -0.79%
2005
+4.31%
 -1.00%
+4.54%
 -1.40%
2004
+6.35%
 -1.82%
+7.04%
 -2.22%
2003
+10.38%
 -1.16%
+10.09%
 -1.74%
2002
+2.13%
 -1.95%
+3.19%
 -1.88%
2001
+2.93%
 -1.89%
+4.39%
 -1.61%
2000
+5.85%
 -1.16%
+6.07%
 -1.88%
1999
+5.52%
 -1.57%
+4.89%
 -1.98%
1998
+10.67%
 -2.43%
+12.95%
 -1.57%
1997
+9.16%
 -1.58%
+7.78%
 -1.74%
1996
+7.09%
 -0.68%
+6.01%
 -0.91%
1995
+17.99%
 0.00%
+19.89%
 0.00%
1994
-0.59%
 -3.75%
-2.48%
 -5.45%
1993
+11.76%
 -1.05%
+13.03%
 -1.55%
1992
+6.62%
 -1.08%
+6.76%
 -2.36%
1991
+18.00%
 -1.13%
+18.32%
 -1.28%
1990
+3.99%
 -4.06%
+3.86%
 -4.35%
1989
+14.88%
 -0.43%
+14.71%
 -1.34%
1988
+10.13%
 -0.73%
+10.36%
 -1.32%
1987
+4.09%
 -5.44%
+4.45%
 -4.47%
1986
+15.59%
 -2.24%
+19.21%
 -2.56%
1985
+22.07%
 -0.64%
+26.25%
 -1.52%