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

Time Range:

Drawdowns

Time Range:

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%
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