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 Stocks/Bonds 40/60 Portfolio obtained a 8.18% compound annual return, with a 5.70% standard deviation, in the last 10 years.

Summary

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Merrill Lynch Edge Select Moderately Conservative Portfolio Stocks/Bonds 40/60 Portfolio
Risk Medium Medium
Asset Allocation Stocks 37% 40%
Fixed Income 63% 60%
Commodities 0% 0%
10 Years Stats Return +7.11% +8.18%
Std Dev 5.76% 5.70%
Max Drawdown -7.78% -8.09%

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
Stocks/Bonds 40/60 Portfolio +2.17 +6.65 +9.02 +12.59 +8.80 +8.23 +8.18 +6.78
(*) 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 Stocks/Bonds 40/60 Portfolio
2020
+6.36% +7.91%
2019
+16.41% +17.57%
2018
-2.89% -2.15%
2017
+11.44% +10.63%
2016
+6.14% +6.64%
2015
-0.48% +0.48%
2014
+6.29% +8.51%
2013
+8.82% +12.12%
2012
+9.99% +8.47%
2011
+3.41% +5.14%
2010
+10.48% +10.69%
2009
+17.30% +13.74%
2008
-11.92% -10.67%
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