Last Update: 31 July 2022
The Ray Dalio All Weather with Bitcoin Portfolio obtained a 17.21% compound annual return, with a 39.81% standard deviation, in the last 10 Years.
The Merrill Lynch Edge Select Moderately Conservative Portfolio obtained a 5.49% compound annual return, with a 6.19% standard deviation, in the last 10 Years.
Summary
Ray Dalio All Weather with Bitcoin Portfolio | Merrill Lynch Edge Select Moderately Conservative Portfolio | ||
---|---|---|---|
Risk | Medium | Medium | |
Asset Allocation | Stocks | 30% | 37% |
Fixed Income | 55% | 63% | |
Commodities | 15% | 0% | |
10 Years Stats | Return | +17.21% | +5.49% |
Std Dev | 39.81% | 6.19% | |
Max Drawdown | -23.45% | -13.99% |
Last Update: 31 July 2022
Historical Returns as of Jul 31, 2022
Comparison period starts from January 2009
1M | 6M | 1Y | 5Y(*) | 10Y(*) | MAX(*) | |
---|---|---|---|---|---|---|
Ray Dalio All Weather with Bitcoin Portfolio | +3.75 | -9.02 | -9.55 | +10.55 | +17.21 | +17.91 |
Merrill Lynch Edge Select Moderately Conservative Portfolio | +4.54 | -7.28 | -8.89 | +4.64 | +5.49 | +6.74 |
Capital Growth as of Jul 31, 2022
Ray Dalio All Weather with Bitcoin Portfolio: an investment of 1000$, since August 2012, now would be worth 4893.28$, with a total return of 389.33% (17.21% annualized).
Merrill Lynch Edge Select Moderately Conservative Portfolio: an investment of 1000$, since August 2012, now would be worth 1707.14$, with a total return of 70.71% (5.49% annualized).
Ray Dalio All Weather with Bitcoin Portfolio: an investment of 1000$, since January 2009, now would be worth 9371.15$, with a total return of 837.11% (17.91% annualized).
Merrill Lynch Edge Select Moderately Conservative Portfolio: an investment of 1000$, since January 2009, now would be worth 2423.94$, with a total return of 142.39% (6.74% annualized).
Drawdowns
Drawdown comparison chart since July 2012.
Ray Dalio All Weather with Bitcoin Portfolio |
Merrill Lynch Edge Select Moderately Conservative Portfolio |
||||
---|---|---|---|---|---|
Drawdown | Start | Bottom | Drawdown | Start | Bottom |
-23.45% | Dec 2013 | Dec 2013 | |||
-15.32% | Nov 2021 | Jun 2022 | |||
-13.99% | Jan 2022 | Jun 2022 | |||
-9.24% | May 2013 | Jun 2013 | |||
-7.78% | Feb 2020 | Mar 2020 | |||
-5.16% | Sep 2018 | Dec 2018 | |||
-4.75% | Sep 2018 | Dec 2018 | |||
-4.35% | May 2015 | Jan 2016 | |||
-3.06% | May 2013 | Jun 2013 | |||
-3.01% | Aug 2020 | Oct 2020 | |||
-2.69% | Feb 2018 | Apr 2018 | |||
-2.68% | Feb 2018 | Apr 2018 | |||
-2.68% | Mar 2020 | Mar 2020 | |||
-2.58% | Sep 2021 | Sep 2021 | |||
-2.24% | Sep 2021 | Sep 2021 | |||
-2.08% | Sep 2020 | Oct 2020 | |||
-1.87% | Oct 2016 | Nov 2016 | |||
-1.82% | May 2019 | May 2019 | |||
-1.71% | Jan 2021 | Mar 2021 | |||
-1.68% | Oct 2012 | Oct 2012 |
Drawdown comparison chart since January 2009.
Ray Dalio All Weather with Bitcoin Portfolio |
Merrill Lynch Edge Select Moderately Conservative Portfolio |
||||
---|---|---|---|---|---|
Drawdown | Start | Bottom | Drawdown | Start | Bottom |
-36.70% | Jul 2011 | Nov 2011 | |||
-23.45% | Dec 2013 | Dec 2013 | |||
-15.32% | Nov 2021 | Jun 2022 | |||
-13.99% | Jan 2022 | Jun 2022 | |||
-11.94% | Jan 2009 | Feb 2009 | |||
-8.37% | Jan 2009 | Feb 2009 | |||
-7.78% | Feb 2020 | Mar 2020 | |||
-5.80% | Jun 2011 | Sep 2011 | |||
-5.16% | Sep 2018 | Dec 2018 | |||
-4.75% | Sep 2018 | Dec 2018 | |||
-4.35% | May 2015 | Jan 2016 | |||
-3.50% | May 2010 | Jun 2010 | |||
-3.06% | May 2013 | Jun 2013 | |||
-3.01% | Aug 2020 | Oct 2020 | |||
-2.86% | May 2012 | May 2012 | |||
-2.69% | Feb 2018 | Apr 2018 | |||
-2.68% | Feb 2018 | Apr 2018 | |||
-2.68% | Mar 2020 | Mar 2020 | |||
-2.58% | Sep 2021 | Sep 2021 | |||
-2.24% | Dec 2009 | Jan 2010 |
Yearly Returns
Yearly return comparison. Common historical serie start from January 2009.
Year | Ray Dalio All Weather with Bitcoin Portfolio | Merrill Lynch Edge Select Moderately Conservative Portfolio |
---|---|---|
2022 |
-12.01% | -10.09% |
2021 |
+8.91% | +6.44% |
2020 |
+20.78% | +11.65% |
2019 |
+19.77% | +16.41% |
2018 |
-4.47% | -2.89% |
2017 |
+36.73% | +11.44% |
2016 |
+8.17% | +6.14% |
2015 |
-2.53% | -0.48% |
2014 |
+11.71% | +6.29% |
2013 |
+126.20% | +8.82% |
2012 |
+10.28% | +9.99% |
2011 |
+44.99% | +3.41% |
2010 |
+19.12% | +10.48% |
2009 |
+1.98% | +17.30% |