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 JL Collins Simple Path to Wealth Portfolio obtained a 9.08% compound annual return, with a 11.20% standard deviation, in the last 30 Years.

Summary

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Merrill Lynch Edge Select Moderately Aggressive Portfolio JL Collins Simple Path to Wealth Portfolio
Risk High High
Asset Allocation Stocks 69% 75%
Fixed Income 31% 25%
Commodities 0% 0%
30 Years Stats Return +8.26% +9.08%
Std Dev 10.66% 11.20%
Max Drawdown -38.23% -38.53%

Last Update: 30 April 2022

Historical Returns as of Apr 30, 2022

Comparison period starts from January 1991

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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 +8.78
JL Collins Simple Path to Wealth Portfolio -7.85 -11.39 -4.44 +10.15 +10.46 +9.08 +9.54
(*) 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).

JL Collins Simple Path to Wealth Portfolio: an investment of 1000$, since May 1992, now would be worth 13555.26$, with a total return of 1255.53% (9.08% 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).

JL Collins Simple Path to Wealth Portfolio: an investment of 1000$, since January 1991, now would be worth 17372.50$, with a total return of 1637.25% (9.54% annualized).

Drawdowns

Drawdown comparison chart since April 1992.

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Merrill Lynch Edge Select Moderately Aggressive Portfolio
JL Collins Simple Path to Wealth Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-38.53% Nov 2007 Feb 2009
-38.23% Nov 2007 Feb 2009
-30.50% Sep 2000 Sep 2002
-25.60% Sep 2000 Sep 2002
-15.46% Feb 2020 Mar 2020
-14.29% Jan 2020 Mar 2020
-13.38% May 2011 Sep 2011
-13.02% Jul 1998 Aug 1998
-12.93% Jan 2022 Apr 2022
-12.40% Jan 2022 Apr 2022
-12.27% May 2011 Sep 2011
-10.89% May 1998 Aug 1998
-10.58% Oct 2018 Dec 2018
-9.25% Oct 2018 Dec 2018
-8.54% Jun 2015 Feb 2016
-6.83% Feb 1994 Jun 1994
-6.60% Jun 2015 Sep 2015
-6.51% Apr 2000 May 2000
-6.49% Feb 1994 Mar 1994
-5.96% Apr 2012 May 2012

Drawdown comparison chart since January 1991.

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Merrill Lynch Edge Select Moderately Aggressive Portfolio
JL Collins Simple Path to Wealth Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-38.53% Nov 2007 Feb 2009
-38.23% Nov 2007 Feb 2009
-30.50% Sep 2000 Sep 2002
-25.60% Sep 2000 Sep 2002
-15.46% Feb 2020 Mar 2020
-14.29% Jan 2020 Mar 2020
-13.38% May 2011 Sep 2011
-13.02% Jul 1998 Aug 1998
-12.93% Jan 2022 Apr 2022
-12.40% Jan 2022 Apr 2022
-12.27% May 2011 Sep 2011
-10.89% May 1998 Aug 1998
-10.58% Oct 2018 Dec 2018
-9.25% Oct 2018 Dec 2018
-8.54% Jun 2015 Feb 2016
-6.83% Feb 1994 Jun 1994
-6.60% Jun 2015 Sep 2015
-6.51% Apr 2000 May 2000
-6.49% Feb 1994 Mar 1994
-5.96% Apr 2012 May 2012

Yearly Returns

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

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Year Merrill Lynch Edge Select Moderately Aggressive Portfolio JL Collins Simple Path to Wealth Portfolio
2022
-12.40% -12.93%
2021
+12.88% +18.79%
2020
+16.02% +17.70%
2019
+22.30% +25.21%
2018
-5.68% -3.94%
2017
+18.60% +16.80%
2016
+8.18% +10.25%
2015
-1.40% +0.41%
2014
+6.31% +10.86%
2013
+16.88% +24.56%
2012
+13.59% +13.13%
2011
-0.71% +2.71%
2010
+13.09% +14.62%
2009
+26.40% +22.58%
2008
-25.92% -26.02%
2007
+9.49% +5.76%
2006
+14.56% +12.84%
2005
+8.32% +5.33%
2004
+11.86% +10.65%
2003
+25.92% +24.06%
2002
-9.91% -13.29%
2001
-6.23% -6.12%
2000
-5.49% -5.08%
1999
+18.91% +17.67%
1998
+16.84% +19.59%
1997
+16.20% +25.61%
1996
+13.20% +16.62%
1995
+23.22% +31.38%
1994
+0.12% -0.79%
1993
+19.47% +10.39%
1992
+3.95% +8.62%
1991
+31.55% +28.11%
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