Last Update: 31 August 2021

The Merrill Lynch Edge Select Moderately Aggressive Portfolio obtained a 10.31% compound annual return, with a 9.81% standard deviation, in the last 10 years.

The Stocks/Bonds 60/40 Portfolio obtained a 11.06% compound annual return, with a 8.36% standard deviation, in the last 10 years.

Summary

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Merrill Lynch Edge Select Moderately Aggressive Portfolio Stocks/Bonds 60/40 Portfolio
Risk High High
Asset Allocation Stocks 69% 60%
Fixed Income 31% 40%
Commodities 0% 0%
10 Years Stats Return +10.31% +11.06%
Std Dev 9.81% 8.36%
Max Drawdown -14.28% -12.29%

Last Update: 31 August 2021

Historical Returns

The examinated historical serie starts from January 1999

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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) MAX(*)
Merrill Lynch Edge Select Moderately Aggressive Portfolio +1.75 +3.73 +9.83 +20.38 +12.75 +12.22 +10.31 +7.43
Stocks/Bonds 60/40 Portfolio +1.76 +5.28 +11.21 +19.56 +13.13 +12.13 +11.06 +7.33
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 1999.

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Year Merrill Lynch Edge Select Moderately Aggressive Portfolio Stocks/Bonds 60/40 Portfolio
2021
+11.27% +12.01%
2020
+16.02% +15.70%
2019
+22.30% +21.94%
2018
-5.68% -3.17%
2017
+18.60% +14.15%
2016
+8.18% +8.71%
2015
-1.40% +0.44%
2014
+6.31% +9.85%
2013
+16.88% +19.23%
2012
+13.59% +11.13%
2011
-0.71% +3.75%
2010
+13.09% +12.93%
2009
+26.40% +18.79%
2008
-25.92% -19.44%
2007
+9.49% +5.99%
2006
+14.56% +11.12%
2005
+8.32% +4.74%
2004
+11.86% +9.37%
2003
+25.92% +20.04%
2002
-9.91% -8.98%
2001
-6.23% -3.21%
2000
-5.49% -1.79%
1999
+18.91% +13.98%
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