Last Update: 28 February 2021
The Stocks/Bonds 20/80 Portfolio obtained a 5.54% compound annual return, with a 3.78% standard deviation, in the last 10 years.
The Merrill Lynch Edge Select Conservative Portfolio obtained a 4.61% compound annual return, with a 3.49% standard deviation, in the last 10 years.
Summary
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| Stocks/Bonds 20/80 Portfolio | Merrill Lynch Edge Select Conservative Portfolio | ||
|---|---|---|---|
| Risk | Low | Low | |
| Asset Allocation | Stocks | 20% | 21% |
| Fixed Income | 80% | 79% | |
| Commodities | 0% | 0% | |
| 10 Years Stats | Return | +5.54% | +4.61% |
| Std Dev | 3.78% | 3.49% | |
| Max Drawdown | -3.91% | -4.57% | |
Last Update: 28 February 2021
Historical Returns
The examinated historical serie starts from January 2008
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| 1M | 3M | 6M | 1Y | 3Y(*) | 5Y(*) | 10Y(*) | MAX(*) | |
|---|---|---|---|---|---|---|---|---|
| Stocks/Bonds 20/80 Portfolio | -0.61 | -0.26 | +1.34 | +7.45 | +7.37 | +6.31 | +5.54 | +5.45 |
| Merrill Lynch Edge Select Conservative Portfolio | -0.01 | +0.97 | +3.00 | +7.01 | +5.62 | +5.53 | +4.61 | +4.53 |
(*) annualized
Capital Growth
Drawdowns
Yearly Returns
Yearly return comparison. Common historical serie start from January 2008.
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| Year | Stocks/Bonds 20/80 Portfolio | Merrill Lynch Edge Select Conservative Portfolio |
|---|---|---|
| 2021 |
-1.36% | -0.25% |
| 2020 |
+10.38% | +6.74% |
| 2019 |
+13.20% | +11.07% |
| 2018 |
-1.13% | -1.01% |
| 2017 |
+7.10% | +6.67% |
| 2016 |
+4.58% | +4.67% |
| 2015 |
+0.52% | -0.16% |
| 2014 |
+7.16% | +4.82% |
| 2013 |
+5.01% | +5.12% |
| 2012 |
+5.82% | +6.74% |
| 2011 |
+6.53% | +3.69% |
| 2010 |
+8.44% | +7.47% |
| 2009 |
+8.69% | +10.64% |
| 2008 |
-1.91% | -5.32% |