Last Update: 31 August 2020

The Rick Ferri Core Four Portfolio obtained a 10.09% compound annual return, with a 10.85% standard deviation, in the last 10 years.

The Merrill Lynch Edge Select Aggressive Portfolio obtained a 10.6% compound annual return, with a 11.87% standard deviation, in the last 10 years.

Summary

Swipe left to see all data
Rick Ferri Core Four Portfolio Merrill Lynch Edge Select Aggressive Portfolio
Risk Very High Very High
Asset Allocation Stocks 80% 84%
Fixed Income 20% 16%
Commodities 0% 0%
10 Years Stats Return +10.09% +10.60%
Std Dev 10.85% 11.87%
Max Drawdown -17.12% -17.65%

Last Update: 31 August 2020

Historical Returns

The examinated historical serie starts from January 2008

Swipe left to see all data
1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) MAX(*)
Rick Ferri Core Four Portfolio +4.29 +11.31 +10.91 +12.91 +8.73 +9.58 +10.09 +6.79
Merrill Lynch Edge Select Aggressive Portfolio +5.33 +14.04 +14.69 +17.52 +9.91 +10.83 +10.60 +6.99
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 2008.

Swipe left to see all data
Year Rick Ferri Core Four Portfolio Merrill Lynch Edge Select Aggressive Portfolio
2020
+4.31% +7.09%
2019
+24.04% +24.61%
2018
-6.41% -6.88%
2017
+17.86% +21.70%
2016
+8.53% +9.21%
2015
-0.67% -1.81%
2014
+8.52% +6.27%
2013
+19.22% +20.62%
2012
+14.47% +15.28%
2011
-0.63% -2.72%
2010
+14.71% +14.37%
2009
+26.02% +30.72%
2008
-29.77% -32.45%
Share this page