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

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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

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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
(*) Returns over 1 year are annualized

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.

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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.

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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.

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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%
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