Last Update: 31 January 2021

The Paul Boyer Permanent Portfolio obtained a 5.58% compound annual return, with a 6.63% standard deviation, in the last 10 years.

The Merrill Lynch Edge Select Moderately Conservative Portfolio obtained a 6.82% compound annual return, with a 5.87% standard deviation, in the last 10 years.

Summary

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Paul Boyer Permanent Portfolio Merrill Lynch Edge Select Moderately Conservative Portfolio
Risk Medium Medium
Asset Allocation Stocks 25% 37%
Fixed Income 50% 63%
Commodities 25% 0%
10 Years Stats Return +5.58% +6.82%
Std Dev 6.63% 5.87%
Max Drawdown -9.15% -7.78%

Last Update: 31 January 2021

Historical Returns

The examinated historical serie starts from January 2008

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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) MAX(*)
Paul Boyer Permanent Portfolio -0.54 +4.60 +1.39 +12.26 +7.51 +8.25 +5.58 +6.22
Merrill Lynch Edge Select Moderately Conservative Portfolio -0.34 +6.85 +6.77 +10.64 +7.39 +8.58 +6.82 +6.30
(*) 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 Paul Boyer Permanent Portfolio Merrill Lynch Edge Select Moderately Conservative Portfolio
2021
-0.54% -0.34%
2020
+15.04% +11.65%
2019
+13.97% +16.41%
2018
-3.50% -2.89%
2017
+11.87% +11.44%
2016
+7.19% +6.14%
2015
-5.29% -0.48%
2014
+6.63% +6.29%
2013
-5.67% +8.82%
2012
+6.80% +9.99%
2011
+8.99% +3.41%
2010
+15.54% +10.48%
2009
+12.50% +17.30%
2008
+1.32% -11.92%
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