Last Update: 31 August 2020

The Rob Arnott Portfolio obtained a 5.93% compound annual return, with a 5.97% standard deviation, in the last 10 years.

The Merrill Lynch Edge Select Moderately Conservative Portfolio obtained a 7.11% compound annual return, with a 5.76% standard deviation, in the last 10 years.

Summary

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Rob Arnott Portfolio Merrill Lynch Edge Select Moderately Conservative Portfolio
Risk Medium Medium
Asset Allocation Stocks 30% 37%
Fixed Income 60% 63%
Commodities 10% 0%
10 Years Stats Return +5.93% +7.11%
Std Dev 5.97% 5.76%
Max Drawdown -8.71% -7.78%

Last Update: 31 August 2020

Historical Returns

The examinated historical serie starts from January 2008

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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) MAX(*)
Rob Arnott Portfolio +0.51 +5.74 +4.25 +5.88 +6.07 +6.25 +5.93 +5.32
Merrill Lynch Edge Select Moderately Conservative Portfolio +2.05 +6.73 +7.93 +11.06 +7.46 +7.44 +7.11 +6.13
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

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

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Year Rob Arnott Portfolio Merrill Lynch Edge Select Moderately Conservative Portfolio
2020
+3.41% +6.36%
2019
+16.67% +16.41%
2018
-4.12% -2.89%
2017
+9.02% +11.44%
2016
+7.14% +6.14%
2015
-3.26% -0.48%
2014
+7.59% +6.29%
2013
+1.41% +8.82%
2012
+10.55% +9.99%
2011
+7.73% +3.41%
2010
+11.89% +10.48%
2009
+14.59% +17.30%
2008
-11.48% -11.92%
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