Last Update: 31 August 2020

The Merrill Lynch Edge Select Moderately Conservative Portfolio obtained a 7.11% compound annual return, with a 5.76% standard deviation, in the last 10 years.

The Scott Burns Couch Potato Portfolio obtained a 9.41% compound annual return, with a 7.45% 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 +7.11% +9.41%
Std Dev 5.76% 7.45%
Max Drawdown -7.78% -10.72%

Last Update: 31 August 2020

Historical Returns

The examinated historical serie starts from January 2008

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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) MAX(*)
Merrill Lynch Edge Select Moderately Conservative Portfolio +2.05 +6.73 +7.93 +11.06 +7.46 +7.44 +7.11 +6.13
Scott Burns Couch Potato Portfolio +3.90 +9.74 +12.20 +15.34 +9.90 +9.22 +9.41 +7.18
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 2008.

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Year Merrill Lynch Edge Select Moderately Conservative Portfolio Scott Burns Couch Potato Portfolio
2020
+6.36% +9.41%
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%
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