Last Update: 31 July 2022

The Merrill Lynch Edge Select Moderately Conservative Portfolio obtained a 6.89% compound annual return, with a 6.43% standard deviation, in the last 30 Years.

The Scott Burns Couch Potato Portfolio obtained a 8.34% compound annual return, with a 8.38% standard deviation, in the last 30 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%
30 Years Stats Return +6.89% +8.34%
Std Dev 6.43% 8.38%
Max Drawdown -20.48% -27.04%

Last Update: 31 July 2022

Historical Returns as of Jul 31, 2022

Comparison period starts from June 1991

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
Merrill Lynch Edge Select Moderately Conservative Portfolio +4.54 -7.28 -8.89 +4.64 +5.49 +6.89 +7.12
Scott Burns Couch Potato Portfolio +6.64 -5.72 -5.48 +8.16 +7.83 +8.34 +8.55
(*) Returns over 1 year are annualized

Capital Growth as of Jul 31, 2022

Merrill Lynch Edge Select Moderately Conservative Portfolio: an investment of 1000$, since August 1992, now would be worth 7382.06$, with a total return of 638.21% (6.89% annualized).

Scott Burns Couch Potato Portfolio: an investment of 1000$, since August 1992, now would be worth 11066.44$, with a total return of 1006.64% (8.34% annualized).

Merrill Lynch Edge Select Moderately Conservative Portfolio: an investment of 1000$, since June 1991, now would be worth 8540.43$, with a total return of 754.04% (7.12% annualized).

Scott Burns Couch Potato Portfolio: an investment of 1000$, since June 1991, now would be worth 12897.96$, with a total return of 1189.80% (8.55% annualized).

Drawdowns

Drawdown comparison chart since July 1992.

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Merrill Lynch Edge Select Moderately Conservative Portfolio
Scott Burns Couch Potato Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-27.04% Nov 2007 Feb 2009
-20.48% Nov 2007 Feb 2009
-15.18% Jan 2022 Jun 2022
-13.99% Jan 2022 Jun 2022
-10.72% Feb 2020 Mar 2020
-10.30% Sep 2000 Sep 2002
-8.78% Feb 1994 Jun 1994
-8.06% Sep 2018 Dec 2018
-8.06% Jul 1998 Aug 1998
-7.78% Feb 2020 Mar 2020
-6.25% May 2011 Sep 2011
-6.14% Feb 2001 Sep 2002
-6.09% May 2010 Jun 2010
-5.80% Jun 2011 Sep 2011
-5.47% Mar 2015 Sep 2015
-5.18% Feb 1994 Mar 1994
-5.01% Jul 1998 Aug 1998
-4.75% Sep 2018 Dec 2018
-4.60% Apr 2000 May 2000
-4.35% May 2015 Jan 2016

Drawdown comparison chart since June 1991.

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Merrill Lynch Edge Select Moderately Conservative Portfolio
Scott Burns Couch Potato Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-27.04% Nov 2007 Feb 2009
-20.48% Nov 2007 Feb 2009
-15.18% Jan 2022 Jun 2022
-13.99% Jan 2022 Jun 2022
-10.72% Feb 2020 Mar 2020
-10.30% Sep 2000 Sep 2002
-8.78% Feb 1994 Jun 1994
-8.06% Sep 2018 Dec 2018
-8.06% Jul 1998 Aug 1998
-7.78% Feb 2020 Mar 2020
-6.25% May 2011 Sep 2011
-6.14% Feb 2001 Sep 2002
-6.09% May 2010 Jun 2010
-5.80% Jun 2011 Sep 2011
-5.47% Mar 2015 Sep 2015
-5.18% Feb 1994 Mar 1994
-5.01% Jul 1998 Aug 1998
-4.75% Sep 2018 Dec 2018
-4.60% Apr 2000 May 2000
-4.35% May 2015 Jan 2016

Yearly Returns

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

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Year Merrill Lynch Edge Select Moderately Conservative Portfolio Scott Burns Couch Potato Portfolio
2022
-10.09% -9.54%
2021
+6.44% +15.67%
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%
1998
+13.94% +16.26%
1997
+12.19% +21.85%
1996
+9.06% +11.14%
1995
+21.86% +29.40%
1994
-1.15% -3.21%
1993
+15.17% +13.19%
1992
+6.09% +8.92%
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