Last Update: 31 August 2020

The Merrill Lynch Edge Select Moderate Portfolio obtained a 8.34% compound annual return, with a 7.81% standard deviation, in the last 10 years.

The Merrill Lynch Edge Select Moderately Aggressive Portfolio obtained a 9.59% compound annual return, with a 9.89% standard deviation, in the last 10 years.

Summary

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Merrill Lynch Edge Select Moderate Portfolio Merrill Lynch Edge Select Moderately Aggressive Portfolio
Risk High High
Asset Allocation Stocks 53% 69%
Fixed Income 47% 31%
Commodities 0% 0%
10 Years Stats Return +8.34% +9.59%
Std Dev 7.81% 9.89%
Max Drawdown -10.96% -14.28%

Last Update: 31 August 2020

Historical Returns

The examinated historical serie starts from January 2008

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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) MAX(*)
Merrill Lynch Edge Select Moderate Portfolio +3.11 +9.20 +10.26 +13.48 +8.36 +8.65 +8.34 +6.55
Merrill Lynch Edge Select Moderately Aggressive Portfolio +4.31 +11.77 +12.79 +15.95 +9.35 +9.90 +9.59 +6.88
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 2008.

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Year Merrill Lynch Edge Select Moderate Portfolio Merrill Lynch Edge Select Moderately Aggressive Portfolio
2020
+6.72% +7.24%
2019
+19.44% +22.30%
2018
-4.47% -5.68%
2017
+15.00% +18.60%
2016
+7.31% +8.18%
2015
-1.02% -1.40%
2014
+6.15% +6.31%
2013
+12.89% +16.88%
2012
+11.74% +13.59%
2011
+1.36% -0.71%
2010
+11.88% +13.09%
2009
+21.52% +26.40%
2008
-18.62% -25.92%
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