Last Update: 31 August 2021

The Merrill Lynch Edge Select Conservative Portfolio obtained a 4.89% compound annual return, with a 3.44% standard deviation, in the last 10 years.

The Developed World ex-US 20/80 Portfolio obtained a 5.13% compound annual return, with a 3.91% standard deviation, in the last 10 years.

Summary

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Merrill Lynch Edge Select Conservative Portfolio Developed World ex-US 20/80 Portfolio
Risk Low Low
Asset Allocation Stocks 21% 20%
Fixed Income 79% 80%
Commodities 0% 0%
10 Years Stats Return +4.89% +5.13%
Std Dev 3.44% 3.91%
Max Drawdown -4.57% -5.98%

Last Update: 31 August 2021

Historical Returns

The examinated historical serie starts from January 1999

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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) MAX(*)
Merrill Lynch Edge Select Conservative Portfolio +0.44 +1.51 +3.65 +6.77 +6.21 +5.21 +4.89 +5.01
Developed World ex-US 20/80 Portfolio -0.05 +1.31 +3.17 +6.03 +5.53 +4.50 +5.13 +5.72
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 1999.

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Year Merrill Lynch Edge Select Conservative Portfolio Developed World ex-US 20/80 Portfolio
2021
+3.39% +1.64%
2020
+6.74% +5.67%
2019
+11.07% +10.82%
2018
-1.01% -0.71%
2017
+6.67% +7.20%
2016
+4.67% +4.23%
2015
-0.16% +0.88%
2014
+4.82% +5.80%
2013
+5.12% +3.72%
2012
+6.74% +11.34%
2011
+3.69% +4.42%
2010
+7.47% +8.49%
2009
+10.64% +17.74%
2008
-5.32% -10.01%
2007
+5.55% +6.22%
2006
+7.57% +7.61%
2005
+4.31% +6.71%
2004
+6.35% +8.93%
2003
+10.38% +10.88%
2002
+2.13% +4.31%
2001
+2.93% +4.28%
2000
+5.85% +4.50%
1999
+5.52% +7.82%
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