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 JL Collins Simple Path to Wealth Portfolio obtained a 12.14% compound annual return, with a 10.33% 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 +8.34% +12.14%
Std Dev 7.81% 10.33%
Max Drawdown -10.96% -15.47%

Last Update: 31 August 2020

Historical Returns

The examinated historical serie starts from January 2008

Swipe left to see all data
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
JL Collins Simple Path to Wealth Portfolio +5.01 +11.86 +14.62 +17.70 +11.83 +11.52 +12.14 +8.53
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

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

Swipe left to see all data
Year Merrill Lynch Edge Select Moderate Portfolio JL Collins Simple Path to Wealth Portfolio
2020
+6.72% +8.75%
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%
Share this page