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
Drawdowns
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% |