Last Update: 31 January 2021

The Pinwheel Portfolio obtained a 6.69% compound annual return, with a 9.45% standard deviation, in the last 10 years.

The Merrill Lynch Edge Select Moderately Aggressive Portfolio obtained a 8.92% compound annual return, with a 10.00% standard deviation, in the last 10 years.

Summary

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Pinwheel Portfolio Merrill Lynch Edge Select Moderately Aggressive Portfolio
Risk High High
Asset Allocation Stocks 65% 69%
Fixed Income 25% 31%
Commodities 10% 0%
10 Years Stats Return +6.69% +8.92%
Std Dev 9.45% 10.00%
Max Drawdown -14.99% -14.28%

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(*)
Pinwheel Portfolio +0.42 +11.75 +10.82 +10.41 +6.26 +9.22 +6.69 +5.98
Merrill Lynch Edge Select Moderately Aggressive Portfolio -0.04 +12.20 +12.80 +16.37 +8.82 +12.22 +8.92 +7.29
(*) 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 Pinwheel Portfolio Merrill Lynch Edge Select Moderately Aggressive Portfolio
2021
+0.42% -0.04%
2020
+9.12% +16.02%
2019
+19.31% +22.30%
2018
-6.39% -5.68%
2017
+14.08% +18.60%
2016
+8.63% +8.18%
2015
-2.88% -1.40%
2014
+6.12% +6.31%
2013
+9.02% +16.88%
2012
+12.60% +13.59%
2011
-0.25% -0.71%
2010
+16.08% +13.09%
2009
+24.19% +26.40%
2008
-22.51% -25.92%
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