Last Update: 31 July 2022
The Merrill Lynch Edge Select Moderate Portfolio obtained a 7.56% compound annual return, with a 8.54% standard deviation, in the last 30 Years.
The JL Collins Simple Path to Wealth Portfolio obtained a 8.98% compound annual return, with a 11.33% standard deviation, in the last 30 Years.
Summary
| 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% | |
| 30 Years Stats | Return | +7.56% | +8.98% |
| Std Dev | 8.54% | 11.33% | |
| Max Drawdown | -29.58% | -38.53% | |
Last Update: 31 July 2022
Historical Returns as of Jul 31, 2022
Comparison period starts from January 1991
| 1M | 6M | 1Y | 5Y(*) | 10Y(*) | 30Y(*) | MAX(*) | |
|---|---|---|---|---|---|---|---|
| Merrill Lynch Edge Select Moderate Portfolio | +5.10 | -8.14 | -9.36 | +5.83 | +6.85 | +7.56 | +8.09 |
| JL Collins Simple Path to Wealth Portfolio | +7.43 | -7.86 | -7.84 | +9.55 | +10.58 | +8.98 | +9.48 |
Capital Growth as of Jul 31, 2022
Merrill Lynch Edge Select Moderate Portfolio: an investment of 1000$, since August 1992, now would be worth 8909.78$, with a total return of 790.98% (7.56% annualized).
JL Collins Simple Path to Wealth Portfolio: an investment of 1000$, since August 1992, now would be worth 13203.59$, with a total return of 1220.36% (8.98% annualized).
Merrill Lynch Edge Select Moderate Portfolio: an investment of 1000$, since January 1991, now would be worth 11664.16$, with a total return of 1066.42% (8.09% annualized).
JL Collins Simple Path to Wealth Portfolio: an investment of 1000$, since January 1991, now would be worth 17452.49$, with a total return of 1645.25% (9.48% annualized).
Drawdowns
Drawdown comparison chart since July 1992.
Merrill Lynch Edge Select Moderate Portfolio |
JL Collins Simple Path to Wealth Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -38.53% | Nov 2007 | Feb 2009 | |||
| -30.50% | Sep 2000 | Sep 2002 | |||
| -29.58% | Nov 2007 | Feb 2009 | |||
| -18.58% | Jan 2022 | Jun 2022 | |||
| -15.67% | Jan 2022 | Jun 2022 | |||
| -15.46% | Feb 2020 | Mar 2020 | |||
| -15.42% | Sep 2000 | Sep 2002 | |||
| -13.02% | Jul 1998 | Aug 1998 | |||
| -12.27% | May 2011 | Sep 2011 | |||
| -10.96% | Feb 2020 | Mar 2020 | |||
| -10.58% | Oct 2018 | Dec 2018 | |||
| -9.65% | May 2011 | Sep 2011 | |||
| -7.97% | Jul 1998 | Aug 1998 | |||
| -7.17% | Sep 2018 | Dec 2018 | |||
| -6.83% | Feb 1994 | Jun 1994 | |||
| -6.60% | Jun 2015 | Sep 2015 | |||
| -6.51% | Apr 2000 | May 2000 | |||
| -6.44% | May 2015 | Feb 2016 | |||
| -5.89% | May 2010 | Jun 2010 | |||
| -5.84% | Feb 1994 | Mar 1994 | |||
Drawdown comparison chart since January 1991.
Merrill Lynch Edge Select Moderate Portfolio |
JL Collins Simple Path to Wealth Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -38.53% | Nov 2007 | Feb 2009 | |||
| -30.50% | Sep 2000 | Sep 2002 | |||
| -29.58% | Nov 2007 | Feb 2009 | |||
| -18.58% | Jan 2022 | Jun 2022 | |||
| -15.67% | Jan 2022 | Jun 2022 | |||
| -15.46% | Feb 2020 | Mar 2020 | |||
| -15.42% | Sep 2000 | Sep 2002 | |||
| -13.02% | Jul 1998 | Aug 1998 | |||
| -12.27% | May 2011 | Sep 2011 | |||
| -10.96% | Feb 2020 | Mar 2020 | |||
| -10.58% | Oct 2018 | Dec 2018 | |||
| -9.65% | May 2011 | Sep 2011 | |||
| -7.97% | Jul 1998 | Aug 1998 | |||
| -7.17% | Sep 2018 | Dec 2018 | |||
| -6.83% | Feb 1994 | Jun 1994 | |||
| -6.60% | Jun 2015 | Sep 2015 | |||
| -6.51% | Apr 2000 | May 2000 | |||
| -6.44% | May 2015 | Feb 2016 | |||
| -5.89% | May 2010 | Jun 2010 | |||
| -5.84% | Feb 1994 | Mar 1994 | |||
Yearly Returns
Yearly return comparison. Common historical serie start from January 1991.
| Year | Merrill Lynch Edge Select Moderate Portfolio | JL Collins Simple Path to Wealth Portfolio |
|---|---|---|
| 2022 |
-11.37% | -12.53% |
| 2021 |
+9.66% | +18.79% |
| 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% |
| 1998 |
+14.87% | +19.59% |
| 1997 |
+14.53% | +25.61% |
| 1996 |
+10.99% | +16.62% |
| 1995 |
+22.46% | +31.38% |
| 1994 |
-0.46% | -0.79% |
| 1993 |
+17.25% | +10.39% |
| 1992 |
+4.97% | +8.62% |
| 1991 |
+28.12% | +28.11% |