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
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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% | |
| 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
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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 |
| 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
Drawdowns
Yearly Returns
Yearly return comparison. Common historical serie start from January 2008.
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| 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% |