Last Update: 31 July 2022

The Stocks/Bonds 40/60 2x Leveraged Portfolio obtained a 10.81% compound annual return, with a 11.89% standard deviation, in the last 10 Years.

The Merrill Lynch Edge Select Moderately Conservative Portfolio obtained a 5.49% compound annual return, with a 6.19% standard deviation, in the last 10 Years.

Summary

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Stocks/Bonds 40/60 2x Leveraged Portfolio Merrill Lynch Edge Select Moderately Conservative Portfolio
Risk Medium Medium
Asset Allocation Stocks 40% 37%
Fixed Income 60% 63%
Commodities 0% 0%
10 Years Stats Return +10.81% +5.49%
Std Dev 11.89% 6.19%
Max Drawdown -27.71% -13.99%

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(*)
Stocks/Bonds 40/60 2x Leveraged Portfolio +10.37 -14.63 -15.63 +8.84 +10.81 +12.78
Merrill Lynch Edge Select Moderately Conservative Portfolio +4.54 -7.28 -8.89 +4.64 +5.49 +6.00
(*) Returns over 1 year are annualized

Capital Growth as of Jul 31, 2022

Stocks/Bonds 40/60 2x Leveraged Portfolio: an investment of 1000$, since August 2012, now would be worth 2790.89$, with a total return of 179.09% (10.81% annualized).

Merrill Lynch Edge Select Moderately Conservative Portfolio: an investment of 1000$, since August 2012, now would be worth 1707.14$, with a total return of 70.71% (5.49% annualized).

Stocks/Bonds 40/60 2x Leveraged Portfolio: an investment of 1000$, since March 2010, now would be worth 4453.03$, with a total return of 345.30% (12.78% annualized).

Merrill Lynch Edge Select Moderately Conservative Portfolio: an investment of 1000$, since March 2010, now would be worth 2060.55$, with a total return of 106.05% (6.00% annualized).

Drawdowns

Drawdown comparison chart since July 2012.

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Stocks/Bonds 40/60 2x Leveraged Portfolio
Merrill Lynch Edge Select Moderately Conservative Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-27.71% Jan 2022 Jun 2022
-13.99% Jan 2022 Jun 2022
-9.59% Sep 2018 Dec 2018
-7.78% Feb 2020 Mar 2020
-7.29% Feb 2020 Mar 2020
-7.11% Feb 2018 Apr 2018
-6.54% Aug 2016 Nov 2016
-6.16% Sep 2021 Sep 2021
-6.13% Sep 2020 Oct 2020
-5.62% Mar 2015 Sep 2015
-5.58% May 2013 Aug 2013
-4.75% Sep 2018 Dec 2018
-4.35% May 2015 Jan 2016
-3.06% May 2013 Jun 2013
-2.97% Jan 2021 Feb 2021
-2.86% May 2019 May 2019
-2.69% Feb 2018 Apr 2018
-2.54% Sep 2014 Sep 2014
-2.46% Oct 2012 Oct 2012
-2.24% Sep 2021 Sep 2021

Drawdown comparison chart since March 2010.

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Stocks/Bonds 40/60 2x Leveraged Portfolio
Merrill Lynch Edge Select Moderately Conservative Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-27.71% Jan 2022 Jun 2022
-13.99% Jan 2022 Jun 2022
-9.59% Sep 2018 Dec 2018
-7.78% Feb 2020 Mar 2020
-7.29% Feb 2020 Mar 2020
-7.11% Feb 2018 Apr 2018
-6.54% Aug 2016 Nov 2016
-6.16% Sep 2021 Sep 2021
-6.13% Sep 2020 Oct 2020
-5.80% Jun 2011 Sep 2011
-5.62% Mar 2015 Sep 2015
-5.58% May 2013 Aug 2013
-4.75% Sep 2018 Dec 2018
-4.35% May 2015 Jan 2016
-4.27% May 2010 Jun 2010
-3.62% May 2010 Jun 2010
-3.06% May 2013 Jun 2013
-2.97% Jan 2021 Feb 2021
-2.86% May 2012 May 2012
-2.86% May 2019 May 2019

Yearly Returns

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

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Year Stocks/Bonds 40/60 2x Leveraged Portfolio Merrill Lynch Edge Select Moderately Conservative Portfolio
2022
-20.22% -10.09%
2021
+19.46% +6.44%
2020
+19.91% +11.65%
2019
+33.39% +16.41%
2018
-6.50% -2.89%
2017
+19.66% +11.44%
2016
+8.94% +6.14%
2015
+0.67% -0.48%
2014
+20.80% +6.29%
2013
+20.66% +8.82%
2012
+16.43% +9.99%
2011
+17.29% +3.41%
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