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% |