Merrill Lynch Edge Select Moderately Aggressive vs Scott Burns Seven Value Portfolio Comparison

Last Update: 29 February 2024

The Merrill Lynch Edge Select Moderately Aggressive Portfolio obtained a 7.90% compound annual return, with a 11.14% standard deviation, in the last 30 Years.

The Scott Burns Seven Value Portfolio obtained a 8.03% compound annual return, with a 11.31% standard deviation, in the last 30 Years.

Summary

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Merrill Lynch Edge Select Moderately Aggressive Portfolio Scott Burns Seven Value Portfolio
Portfolio Risk High High
Asset Allocation Stocks 69% 71.5%
Fixed Income 31% 28.5%
Commodities 0% 0%
30 Years Stats Return +7.90% +8.03%
Std Dev 11.14% 11.31%
Max Drawdown -38.23% -41.22%
All time Stats
(Since Jan 1985)
Return +9.85% +9.54%
Std Dev 11.32% 11.05%
Max Drawdown -38.23% -41.22%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1985

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1M 6M 1Y 5Y 10Y 30Y MAX
Merrill Lynch Edge Select Moderately Aggressive Portfolio +2.88 +9.00 +18.64 +8.49 +7.43 +7.90 +9.85
Scott Burns Seven Value Portfolio +2.22 +6.02 +10.84 +8.19 +6.58 +8.03 +9.54
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Merrill Lynch Edge Select Moderately Aggressive Portfolio: an investment of 1$, since March 1994, now would be worth 9.79$, with a total return of 878.97% (7.90% annualized).

Scott Burns Seven Value Portfolio: an investment of 1$, since March 1994, now would be worth 10.15$, with a total return of 915.12% (8.03% annualized).

Merrill Lynch Edge Select Moderately Aggressive Portfolio: an investment of 1$, since January 1985, now would be worth 39.63$, with a total return of 3863.37% (9.85% annualized).

Scott Burns Seven Value Portfolio: an investment of 1$, since January 1985, now would be worth 35.52$, with a total return of 3451.94% (9.54% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Merrill Lynch Edge Select Moderately Aggressive Portfolio
Scott Burns Seven Value Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-41.22% Nov 2007 Feb 2009 (16) Jan 2011 (39) 18.65
-38.23% Nov 2007 Feb 2009 (16) Dec 2010 (38) 17.26
-25.60% Sep 2000 Sep 2002 (25) Jan 2004 (41) 14.73
-22.31% Jan 2022 Sep 2022 (9) Feb 2024 (26) 11.50
-20.44% Jan 2020 Mar 2020 (3) Dec 2020 (12) 9.33
-15.04% Feb 2001 Sep 2002 (20) Sep 2003 (32) 7.83
-14.49% Apr 2022 Sep 2022 (6) Jul 2023 (16) 5.62
-14.29% Jan 2020 Mar 2020 (3) Jul 2020 (7) 6.16
-14.02% May 2011 Sep 2011 (5) Feb 2012 (10) 5.89
-13.38% May 2011 Sep 2011 (5) Feb 2012 (10) 5.95
-13.01% May 1998 Aug 1998 (4) Mar 1999 (11) 4.90
-10.89% May 1998 Aug 1998 (4) Nov 1998 (7) 4.77
-9.57% Sep 2018 Dec 2018 (4) Mar 2019 (7) 4.30
-9.25% Oct 2018 Dec 2018 (3) Apr 2019 (7) 4.42
-9.24% May 2015 Feb 2016 (10) Jun 2016 (14) 5.24
-8.54% Jun 2015 Feb 2016 (9) Jul 2016 (14) 4.52
-7.06% Aug 2023 Oct 2023 (3) Dec 2023 (5) 3.54
-5.96% Apr 2012 May 2012 (2) Sep 2012 (6) 2.60
-5.25% May 2012 May 2012 (1) Aug 2012 (4) 2.49
-5.14% Aug 1997 Aug 1997 (1) Feb 1998 (7) 2.83

Drawdown comparison chart since January 1985.

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Merrill Lynch Edge Select Moderately Aggressive Portfolio
Scott Burns Seven Value Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-41.22% Nov 2007 Feb 2009 (16) Jan 2011 (39) 18.65
-38.23% Nov 2007 Feb 2009 (16) Dec 2010 (38) 17.26
-25.60% Sep 2000 Sep 2002 (25) Jan 2004 (41) 14.73
-22.31% Jan 2022 Sep 2022 (9) Feb 2024 (26) 11.50
-20.44% Jan 2020 Mar 2020 (3) Dec 2020 (12) 9.33
-19.36% Sep 1987 Nov 1987 (3) Jan 1989 (17) 9.38
-17.34% Sep 1987 Nov 1987 (3) Dec 1988 (16) 7.74
-15.04% Feb 2001 Sep 2002 (20) Sep 2003 (32) 7.83
-14.49% Apr 2022 Sep 2022 (6) Jul 2023 (16) 5.62
-14.29% Jan 2020 Mar 2020 (3) Jul 2020 (7) 6.16
-14.02% May 2011 Sep 2011 (5) Feb 2012 (10) 5.89
-13.38% May 2011 Sep 2011 (5) Feb 2012 (10) 5.95
-13.23% Aug 1990 Sep 1990 (2) Feb 1991 (7) 7.33
-13.01% May 1998 Aug 1998 (4) Mar 1999 (11) 4.90
-10.89% May 1998 Aug 1998 (4) Nov 1998 (7) 4.77
-9.72% Jan 1990 Sep 1990 (9) Feb 1991 (14) 5.24
-9.57% Sep 2018 Dec 2018 (4) Mar 2019 (7) 4.30
-9.25% Oct 2018 Dec 2018 (3) Apr 2019 (7) 4.42
-9.24% May 2015 Feb 2016 (10) Jun 2016 (14) 5.24
-8.54% Jun 2015 Feb 2016 (9) Jul 2016 (14) 4.52

Yearly Returns

For each year, the following table provides the return and intra-year drawdown.
The highlighted returns represent the highest values for that specific year.
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Year Return Drawdown Return Drawdown
2024
+2.76%
-0.11%
+1.43%
-0.78%
2023
+19.24%
-8.08%
+10.67%
-7.06%
2022
-17.08%
-22.31%
-3.63%
-14.49%
2021
+12.88%
-3.28%
+22.53%
-2.24%
2020
+16.02%
-14.29%
+1.86%
-20.44%
2019
+22.30%
-4.24%
+19.31%
-3.92%
2018
-5.68%
-9.25%
-6.81%
-9.57%
2017
+18.60%
0.00%
+10.75%
-0.38%
2016
+8.18%
-3.80%
+11.54%
-3.28%
2015
-1.40%
-7.75%
-3.57%
-9.07%
2014
+6.31%
-2.65%
+7.89%
-3.60%
2013
+16.88%
-2.57%
+14.33%
-3.26%
2012
+13.59%
-5.96%
+12.77%
-5.25%
2011
-0.71%
-13.38%
+3.05%
-14.02%
2010
+13.09%
-8.24%
+15.52%
-8.80%
2009
+26.40%
-13.32%
+23.22%
-16.01%
2008
-25.92%
-29.30%
-27.82%
-32.22%
2007
+9.49%
-3.81%
+8.29%
-3.44%
2006
+14.56%
-3.15%
+17.32%
-2.23%
2005
+8.32%
-3.32%
+12.65%
-3.52%
2004
+11.86%
-3.19%
+18.27%
-3.80%
2003
+25.92%
-2.76%
+25.26%
-1.84%
2002
-9.91%
-15.72%
-5.96%
-12.60%
2001
-6.23%
-15.50%
-4.35%
-10.12%
2000
-5.49%
-9.00%
+8.17%
-4.20%
1999
+18.91%
-2.47%
+10.89%
-3.22%
1998
+16.84%
-10.89%
+6.19%
-13.01%
1997
+16.20%
-5.14%
+14.55%
-2.60%
1996
+13.20%
-3.20%
+17.33%
-2.26%
1995
+23.22%
-0.43%
+22.68%
-1.40%
1994
+0.12%
-6.49%
-2.08%
-7.04%
1993
+19.47%
-2.68%
+19.57%
-4.28%
1992
+3.95%
-3.09%
+7.31%
-2.91%
1991
+31.55%
-3.84%
+20.27%
-3.54%
1990
-3.49%
-13.23%
-5.60%
-9.72%
1989
+26.95%
-1.61%
+21.02%
-1.39%
1988
+16.80%
-3.01%
+16.18%
-2.10%
1987
+4.39%
-19.36%
+5.84%
-17.34%
1986
+23.79%
-5.19%
+23.44%
-3.19%
1985
+32.17%
-2.00%
+28.48%
-1.76%