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

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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

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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
(*) Returns over 1 year are annualized

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.

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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.

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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.

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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%
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