Last Update: 31 August 2021
The Merrill Lynch Edge Select Moderate Portfolio obtained a 8.82% compound annual return, with a 7.80% standard deviation, in the last 10 years.
The JL Collins Simple Path to Wealth Portfolio obtained a 13.01% compound annual return, with a 10.37% standard deviation, in the last 10 years.
Summary
Swipe left to see all data
| Merrill Lynch Edge Select Moderate Portfolio | JL Collins Simple Path to Wealth Portfolio | ||
|---|---|---|---|
| Risk | High | High | |
| Asset Allocation | Stocks | 53% | 75% |
| Fixed Income | 47% | 25% | |
| Commodities | 0% | 0% | |
| 10 Years Stats | Return | +8.82% | +13.01% |
| Std Dev | 7.80% | 10.37% | |
| Max Drawdown | -10.96% | -15.47% | |
Last Update: 31 August 2021
Historical Returns
The examinated historical serie starts from January 1999
Swipe left to see all data
| 1M | 3M | 6M | 1Y | 3Y(*) | 5Y(*) | 10Y(*) | MAX(*) | |
|---|---|---|---|---|---|---|---|---|
| Merrill Lynch Edge Select Moderate Portfolio | +1.34 | +3.23 | +7.96 | +15.96 | +11.12 | +10.21 | +8.82 | +7.01 |
| JL Collins Simple Path to Wealth Portfolio | +2.19 | +6.04 | +13.51 | +24.69 | +14.95 | +14.34 | +13.01 | +7.83 |
(*) annualized
Capital Growth
Drawdowns
Yearly Returns
Yearly return comparison. Common historical serie start from January 1999.
Swipe left to see all data
| Year | Merrill Lynch Edge Select Moderate Portfolio | JL Collins Simple Path to Wealth Portfolio |
|---|---|---|
| 2021 |
+8.66% | +15.21% |
| 2020 |
+13.88% | +17.70% |
| 2019 |
+19.44% | +25.21% |
| 2018 |
-4.47% | -3.94% |
| 2017 |
+15.00% | +16.80% |
| 2016 |
+7.31% | +10.25% |
| 2015 |
-1.02% | +0.41% |
| 2014 |
+6.15% | +10.86% |
| 2013 |
+12.89% | +24.56% |
| 2012 |
+11.74% | +13.13% |
| 2011 |
+1.36% | +2.71% |
| 2010 |
+11.88% | +14.62% |
| 2009 |
+21.52% | +22.58% |
| 2008 |
-18.62% | -26.02% |
| 2007 |
+8.20% | +5.76% |
| 2006 |
+12.10% | +12.84% |
| 2005 |
+6.80% | +5.33% |
| 2004 |
+10.27% | +10.65% |
| 2003 |
+21.24% | +24.06% |
| 2002 |
-5.21% | -13.29% |
| 2001 |
-2.83% | -6.12% |
| 2000 |
-1.46% | -5.08% |
| 1999 |
+14.10% | +17.67% |