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

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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

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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
(*) Returns over 1 year are annualized

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.

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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.

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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.

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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%
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