Last Update: 31 August 2021

The Merrill Lynch Edge Select Moderately Conservative Portfolio obtained a 7.34% compound annual return, with a 5.78% standard deviation, in the last 10 years.

The Scott Burns Couch Potato Portfolio obtained a 9.78% compound annual return, with a 7.52% standard deviation, in the last 10 years.

Summary

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Merrill Lynch Edge Select Moderately Conservative Portfolio Scott Burns Couch Potato Portfolio
Risk Medium Medium
Asset Allocation Stocks 37% 50%
Fixed Income 63% 50%
Commodities 0% 0%
10 Years Stats Return +7.34% +9.78%
Std Dev 5.78% 7.52%
Max Drawdown -7.78% -10.72%

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 Conservative Portfolio +0.92 +2.82 +6.21 +11.27 +9.48 +8.19 +7.34 +6.43
Scott Burns Couch Potato Portfolio +1.44 +5.35 +11.52 +18.98 +12.67 +11.29 +9.78 +7.42
(*) 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 Conservative Portfolio Scott Burns Couch Potato Portfolio
2021
+6.00% +12.29%
2020
+11.65% +15.93%
2019
+16.41% +19.51%
2018
-2.89% -3.32%
2017
+11.44% +12.07%
2016
+6.14% +8.75%
2015
-0.48% -0.70%
2014
+6.29% +8.07%
2013
+8.82% +12.48%
2012
+9.99% +11.42%
2011
+3.41% +7.12%
2010
+10.48% +11.78%
2009
+17.30% +18.92%
2008
-11.92% -18.47%
2007
+6.98% +8.64%
2006
+9.60% +7.99%
2005
+5.47% +4.40%
2004
+8.54% +10.53%
2003
+16.19% +19.38%
2002
-0.79% -1.93%
2001
+0.35% -1.68%
2000
+2.03% +3.54%
1999
+9.63% +9.67%
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