Last Update: 30 April 2022
The Merrill Lynch Edge Select Moderately Aggressive Portfolio obtained a 8.26% compound annual return, with a 10.66% standard deviation, in the last 30 Years.
The Burton Malkiel Late Sixties and Beyond Portfolio obtained a 8.86% compound annual return, with a 11.23% standard deviation, in the last 30 Years.
Summary
| Merrill Lynch Edge Select Moderately Aggressive Portfolio | Burton Malkiel Late Sixties and Beyond Portfolio | ||
|---|---|---|---|
| Risk | High | High | |
| Asset Allocation | Stocks | 69% | 71% |
| Fixed Income | 31% | 29% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +8.26% | +8.86% |
| Std Dev | 10.66% | 11.23% | |
| Max Drawdown | -38.23% | -41.80% | |
Last Update: 30 April 2022
Historical Returns as of Apr 30, 2022
Comparison period starts from January 1992
| 1M | 6M | 1Y | 5Y(*) | 10Y(*) | 30Y(*) | MAX(*) | |
|---|---|---|---|---|---|---|---|
| Merrill Lynch Edge Select Moderately Aggressive Portfolio | -6.91 | -11.46 | -6.95 | +7.98 | +8.08 | +8.26 | +8.10 |
| Burton Malkiel Late Sixties and Beyond Portfolio | -5.78 | -9.27 | -4.24 | +7.35 | +7.61 | +8.86 | +8.71 |
Capital Growth as of Apr 30, 2022
Merrill Lynch Edge Select Moderately Aggressive Portfolio: an investment of 1000$, since May 1992, now would be worth 10823.53$, with a total return of 982.35% (8.26% annualized).
Burton Malkiel Late Sixties and Beyond Portfolio: an investment of 1000$, since May 1992, now would be worth 12768.12$, with a total return of 1176.81% (8.86% annualized).
Merrill Lynch Edge Select Moderately Aggressive Portfolio: an investment of 1000$, since January 1992, now would be worth 10627.51$, with a total return of 962.75% (8.10% annualized).
Burton Malkiel Late Sixties and Beyond Portfolio: an investment of 1000$, since January 1992, now would be worth 12578.44$, with a total return of 1157.84% (8.71% annualized).
Drawdowns
Drawdown comparison chart since April 1992.
Merrill Lynch Edge Select Moderately Aggressive Portfolio |
Burton Malkiel Late Sixties and Beyond Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -41.80% | Nov 2007 | Feb 2009 | |||
| -38.23% | Nov 2007 | Feb 2009 | |||
| -25.60% | Sep 2000 | Sep 2002 | |||
| -16.82% | Jan 2020 | Mar 2020 | |||
| -16.48% | May 1998 | Aug 1998 | |||
| -14.29% | Jan 2020 | Mar 2020 | |||
| -13.38% | May 2011 | Sep 2011 | |||
| -13.38% | May 2011 | Sep 2011 | |||
| -12.40% | Jan 2022 | Apr 2022 | |||
| -12.20% | May 2002 | Sep 2002 | |||
| -11.37% | Jan 2022 | Apr 2022 | |||
| -10.89% | May 1998 | Aug 1998 | |||
| -9.27% | Feb 2001 | Sep 2001 | |||
| -9.25% | Oct 2018 | Dec 2018 | |||
| -8.54% | Jun 2015 | Feb 2016 | |||
| -8.08% | Feb 2018 | Dec 2018 | |||
| -7.72% | Mar 2015 | Sep 2015 | |||
| -7.20% | Feb 1994 | Mar 1994 | |||
| -7.04% | Apr 2004 | Apr 2004 | |||
| -6.49% | Feb 1994 | Mar 1994 | |||
Drawdown comparison chart since January 1992.
Merrill Lynch Edge Select Moderately Aggressive Portfolio |
Burton Malkiel Late Sixties and Beyond Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -41.80% | Nov 2007 | Feb 2009 | |||
| -38.23% | Nov 2007 | Feb 2009 | |||
| -25.60% | Sep 2000 | Sep 2002 | |||
| -16.82% | Jan 2020 | Mar 2020 | |||
| -16.48% | May 1998 | Aug 1998 | |||
| -14.29% | Jan 2020 | Mar 2020 | |||
| -13.38% | May 2011 | Sep 2011 | |||
| -13.38% | May 2011 | Sep 2011 | |||
| -12.40% | Jan 2022 | Apr 2022 | |||
| -12.20% | May 2002 | Sep 2002 | |||
| -11.37% | Jan 2022 | Apr 2022 | |||
| -10.89% | May 1998 | Aug 1998 | |||
| -9.27% | Feb 2001 | Sep 2001 | |||
| -9.25% | Oct 2018 | Dec 2018 | |||
| -8.54% | Jun 2015 | Feb 2016 | |||
| -8.08% | Feb 2018 | Dec 2018 | |||
| -7.72% | Mar 2015 | Sep 2015 | |||
| -7.20% | Feb 1994 | Mar 1994 | |||
| -7.04% | Apr 2004 | Apr 2004 | |||
| -6.49% | Feb 1994 | Mar 1994 | |||
Yearly Returns
Yearly return comparison. Common historical serie start from January 1992.
| Year | Merrill Lynch Edge Select Moderately Aggressive Portfolio | Burton Malkiel Late Sixties and Beyond Portfolio |
|---|---|---|
| 2022 |
-12.40% | -11.37% |
| 2021 |
+12.88% | +15.40% |
| 2020 |
+16.02% | +10.03% |
| 2019 |
+22.30% | +22.55% |
| 2018 |
-5.68% | -5.90% |
| 2017 |
+18.60% | +16.49% |
| 2016 |
+8.18% | +8.48% |
| 2015 |
-1.40% | -1.63% |
| 2014 |
+6.31% | +9.01% |
| 2013 |
+16.88% | +12.49% |
| 2012 |
+13.59% | +14.20% |
| 2011 |
-0.71% | +1.01% |
| 2010 |
+13.09% | +14.47% |
| 2009 |
+26.40% | +25.30% |
| 2008 |
-25.92% | -26.02% |
| 2007 |
+9.49% | +5.18% |
| 2006 |
+14.56% | +20.06% |
| 2005 |
+8.32% | +9.86% |
| 2004 |
+11.86% | +14.78% |
| 2003 |
+25.92% | +29.73% |
| 2002 |
-9.91% | -5.70% |
| 2001 |
-6.23% | +5.85% |
| 2000 |
-5.49% | +2.46% |
| 1999 |
+18.91% | +12.48% |
| 1998 |
+16.84% | +5.92% |
| 1997 |
+16.20% | +15.13% |
| 1996 |
+13.20% | +18.95% |
| 1995 |
+23.22% | +20.20% |
| 1994 |
+0.12% | -3.17% |
| 1993 |
+19.47% | +23.51% |
| 1992 |
+3.95% | +4.84% |