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 Stocks/Bonds 60/40 Portfolio obtained a 10.46% compound annual return, with a 8.27% standard deviation, in the last 10 years.

Summary

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Merrill Lynch Edge Select Moderate Portfolio Stocks/Bonds 60/40 Portfolio
Risk High High
Asset Allocation Stocks 53% 60%
Fixed Income 47% 40%
Commodities 0% 0%
10 Years Stats Return +8.34% +10.46%
Std Dev 7.81% 8.27%
Max Drawdown -10.96% -12.29%

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
Stocks/Bonds 60/40 Portfolio +3.78 +9.58 +12.16 +15.53 +10.55 +10.12 +10.46 +7.85
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

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

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Year Merrill Lynch Edge Select Moderate Portfolio Stocks/Bonds 60/40 Portfolio
2020
+6.72% +8.39%
2019
+19.44% +21.94%
2018
-4.47% -3.17%
2017
+15.00% +14.15%
2016
+7.31% +8.71%
2015
-1.02% +0.44%
2014
+6.15% +9.85%
2013
+12.89% +19.23%
2012
+11.74% +11.13%
2011
+1.36% +3.75%
2010
+11.88% +12.93%
2009
+21.52% +18.79%
2008
-18.62% -19.44%
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