Last Update: 31 July 2022

The Roger Gibson Talmud 2x Leveraged Portfolio obtained a 12.86% compound annual return, with a 18.50% standard deviation, in the last 10 Years.

The Merrill Lynch Edge Select Moderately Aggressive Portfolio obtained a 8.22% compound annual return, with a 9.87% standard deviation, in the last 10 Years.

Summary

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Roger Gibson Talmud 2x Leveraged Portfolio Merrill Lynch Edge Select Moderately Aggressive Portfolio
Risk High High
Asset Allocation Stocks 66.67% 69%
Fixed Income 33.33% 31%
Commodities 0% 0%
10 Years Stats Return +12.86% +8.22%
Std Dev 18.50% 9.87%
Max Drawdown -32.60% -17.18%

Last Update: 31 July 2022

Historical Returns as of Jul 31, 2022

Comparison period starts from March 2010

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1M 6M 1Y 5Y(*) 10Y(*) MAX(*)
Roger Gibson Talmud 2x Leveraged Portfolio +13.47 -14.80 -13.50 +10.35 +12.86 +15.34
Merrill Lynch Edge Select Moderately Aggressive Portfolio +5.64 -8.99 -9.69 +7.05 +8.22 +8.25
(*) Returns over 1 year are annualized

Capital Growth as of Jul 31, 2022

Roger Gibson Talmud 2x Leveraged Portfolio: an investment of 1000$, since August 2012, now would be worth 3353.16$, with a total return of 235.32% (12.86% annualized).

Merrill Lynch Edge Select Moderately Aggressive Portfolio: an investment of 1000$, since August 2012, now would be worth 2202.97$, with a total return of 120.30% (8.22% annualized).

Roger Gibson Talmud 2x Leveraged Portfolio: an investment of 1000$, since March 2010, now would be worth 5881.21$, with a total return of 488.12% (15.34% annualized).

Merrill Lynch Edge Select Moderately Aggressive Portfolio: an investment of 1000$, since March 2010, now would be worth 2676.20$, with a total return of 167.62% (8.25% annualized).

Drawdowns

Drawdown comparison chart since July 2012.

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Roger Gibson Talmud 2x Leveraged Portfolio
Merrill Lynch Edge Select Moderately Aggressive Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-32.60% Jan 2022 Jun 2022
-25.50% Feb 2020 Mar 2020
-17.18% Jan 2022 Jun 2022
-14.56% Sep 2018 Dec 2018
-14.29% Jan 2020 Mar 2020
-12.34% May 2013 Aug 2013
-11.50% Aug 2016 Nov 2016
-11.02% Feb 2015 Aug 2015
-9.25% Oct 2018 Dec 2018
-8.54% Jun 2015 Feb 2016
-8.28% Sep 2021 Sep 2021
-7.81% Feb 2018 Apr 2018
-6.02% Sep 2014 Sep 2014
-4.24% May 2019 May 2019
-4.23% Feb 2018 Apr 2018
-3.62% Sep 2020 Oct 2020
-3.28% Sep 2021 Sep 2021
-3.27% May 2019 May 2019
-2.65% Jan 2014 Jan 2014
-2.57% May 2013 Jun 2013

Drawdown comparison chart since March 2010.

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Roger Gibson Talmud 2x Leveraged Portfolio
Merrill Lynch Edge Select Moderately Aggressive Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-32.60% Jan 2022 Jun 2022
-25.50% Feb 2020 Mar 2020
-17.18% Jan 2022 Jun 2022
-16.87% Jun 2011 Sep 2011
-14.56% Sep 2018 Dec 2018
-14.29% Jan 2020 Mar 2020
-13.38% May 2011 Sep 2011
-13.21% May 2010 Jun 2010
-12.34% May 2013 Aug 2013
-11.50% Aug 2016 Nov 2016
-11.02% Feb 2015 Aug 2015
-9.25% Oct 2018 Dec 2018
-8.54% Jun 2015 Feb 2016
-8.34% May 2010 Jun 2010
-8.28% Sep 2021 Sep 2021
-7.81% Feb 2018 Apr 2018
-6.02% Sep 2014 Sep 2014
-5.96% Apr 2012 May 2012
-5.45% May 2012 May 2012
-4.24% May 2019 May 2019

Yearly Returns

Yearly return comparison. Common historical serie start from March 2010.

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Year Roger Gibson Talmud 2x Leveraged Portfolio Merrill Lynch Edge Select Moderately Aggressive Portfolio
2022
-23.52% -12.51%
2021
+46.68% +12.88%
2020
+4.10% +16.02%
2019
+44.89% +22.30%
2018
-9.85% -5.68%
2017
+21.37% +18.60%
2016
+10.82% +8.18%
2015
+0.17% -1.40%
2014
+33.69% +6.31%
2013
+19.08% +16.88%
2012
+24.83% +13.59%
2011
+9.95% -0.71%
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