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 Roger Gibson Talmud Portfolio obtained a 8.88% compound annual return, with a 10.24% standard deviation, in the last 30 Years.

Summary

Swipe left to see all data
Merrill Lynch Edge Select Moderately Aggressive Portfolio Roger Gibson Talmud Portfolio
Risk High High
Asset Allocation Stocks 69% 66.67%
Fixed Income 31% 33.33%
Commodities 0% 0%
30 Years Stats Return +8.26% +8.88%
Std Dev 10.66% 10.24%
Max Drawdown -38.23% -40.17%

Last Update: 30 April 2022

Historical Returns as of Apr 30, 2022

Comparison period starts from January 1991

Swipe left to see all data
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 +8.78
Roger Gibson Talmud Portfolio -5.74 -8.07 -0.87 +7.96 +8.21 +8.88 +9.34
(*) 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).

Roger Gibson Talmud Portfolio: an investment of 1000$, since May 1992, now would be worth 12841.80$, with a total return of 1184.18% (8.88% annualized).

Merrill Lynch Edge Select Moderately Aggressive Portfolio: an investment of 1000$, since January 1991, now would be worth 13980.76$, with a total return of 1298.08% (8.78% annualized).

Roger Gibson Talmud Portfolio: an investment of 1000$, since January 1991, now would be worth 16407.60$, with a total return of 1540.76% (9.34% annualized).

Drawdowns

Drawdown comparison chart since April 1992.

Swipe left to see all data
Merrill Lynch Edge Select Moderately Aggressive Portfolio
Roger Gibson Talmud Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-40.17% Jun 2007 Feb 2009
-38.23% Nov 2007 Feb 2009
-25.60% Sep 2000 Sep 2002
-15.16% Feb 2020 Mar 2020
-14.29% Jan 2020 Mar 2020
-13.38% May 2011 Sep 2011
-12.40% Jan 2022 Apr 2022
-11.18% Jan 2022 Apr 2022
-10.89% May 1998 Aug 1998
-10.50% Jun 2011 Sep 2011
-10.43% Jul 1998 Aug 1998
-9.25% Oct 2018 Dec 2018
-8.70% Oct 1993 Nov 1994
-8.54% Jun 2015 Feb 2016
-8.26% Apr 2002 Oct 2002
-7.57% Sep 2018 Dec 2018
-6.69% Apr 2004 Apr 2004
-6.49% Feb 1994 Mar 1994
-5.96% Apr 2012 May 2012
-5.69% Apr 2015 Aug 2015

Drawdown comparison chart since January 1991.

Swipe left to see all data
Merrill Lynch Edge Select Moderately Aggressive Portfolio
Roger Gibson Talmud Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-40.17% Jun 2007 Feb 2009
-38.23% Nov 2007 Feb 2009
-25.60% Sep 2000 Sep 2002
-15.16% Feb 2020 Mar 2020
-14.29% Jan 2020 Mar 2020
-13.38% May 2011 Sep 2011
-12.40% Jan 2022 Apr 2022
-11.18% Jan 2022 Apr 2022
-10.89% May 1998 Aug 1998
-10.50% Jun 2011 Sep 2011
-10.43% Jul 1998 Aug 1998
-9.25% Oct 2018 Dec 2018
-8.70% Oct 1993 Nov 1994
-8.54% Jun 2015 Feb 2016
-8.26% Apr 2002 Oct 2002
-7.57% Sep 2018 Dec 2018
-6.69% Apr 2004 Apr 2004
-6.49% Feb 1994 Mar 1994
-5.96% Apr 2012 May 2012
-5.69% Apr 2015 Aug 2015

Yearly Returns

Yearly return comparison. Common historical serie start from January 1991.

Swipe left to see all data
Year Merrill Lynch Edge Select Moderately Aggressive Portfolio Roger Gibson Talmud Portfolio
2022
-12.40% -11.18%
2021
+12.88% +21.44%
2020
+16.02% +8.02%
2019
+22.30% +22.79%
2018
-5.68% -3.78%
2017
+18.60% +9.90%
2016
+8.18% +7.99%
2015
-1.40% +1.11%
2014
+6.31% +16.24%
2013
+16.88% +11.22%
2012
+13.59% +12.41%
2011
-0.71% +5.83%
2010
+13.09% +17.33%
2009
+26.40% +20.87%
2008
-25.92% -22.37%
2007
+9.49% -1.40%
2006
+14.56% +18.42%
2005
+8.32% +6.88%
2004
+11.86% +15.93%
2003
+25.92% +23.46%
2002
-9.91% -2.82%
2001
-6.23% +3.27%
2000
-5.49% +9.05%
1999
+18.91% +6.34%
1998
+16.84% +5.18%
1997
+16.20% +19.74%
1996
+13.20% +19.46%
1995
+23.22% +22.03%
1994
+0.12% -3.74%
1993
+19.47% +13.33%
1992
+3.95% +10.28%
1991
+31.55% +27.78%
Share this page