Last Update: 31 March 2024
The Stocks/Bonds 40/60 2x Leveraged Portfolio obtained a 8.43% compound annual return, with a 14.64% standard deviation, in the last 10 Years.
The Merrill Lynch Edge Select Moderately Conservative Portfolio obtained a 5.10% compound annual return, with a 7.48% 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 | ||
|---|---|---|---|
| Portfolio Risk | Medium | Medium | |
| Asset Allocation | Stocks | 40% | 37% |
| Fixed Income | 60% | 63% | |
| Commodities | 0% | 0% | |
| 10 Years Stats | Return | +8.43% | +5.10% |
| Std Dev | 14.64% | 7.48% | |
| Max Drawdown | -36.46% | -18.53% | |
| All time Stats (Since Mar 2010) |
Return | +11.48% | +6.01% |
| Std Dev | 13.27% | 7.11% | |
| Max Drawdown | -36.46% | -18.53% | |
| Last Update: 31 March 2024 | |||
Historical Returns as of Mar 31, 2024
Comparison period starts from March 2010
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| 1M | 6M | 1Y | 5Y | 10Y | MAX | |
|---|---|---|---|---|---|---|
| Stocks/Bonds 40/60 2x Leveraged Portfolio | +3.56 | +22.47 | +14.99 | +6.83 | +8.43 | +11.48 |
| Merrill Lynch Edge Select Moderately Conservative Portfolio | +1.72 | +11.69 | +11.02 | +5.12 | +5.10 | +6.01 |
| Return over 1 year are annualized. |
Capital Growth as of Mar 31, 2024
Stocks/Bonds 40/60 2x Leveraged Portfolio: an investment of 1$, since April 2014,
now would be worth 2.25$, with a total return of 124.72%
(8.43% annualized).
Merrill Lynch Edge Select Moderately Conservative Portfolio: an investment of 1$, since April 2014, now would be worth 1.64$, with a total return of 64.40% (5.10% annualized).
Merrill Lynch Edge Select Moderately Conservative Portfolio: an investment of 1$, since April 2014, now would be worth 1.64$, with a total return of 64.40% (5.10% annualized).
Stocks/Bonds 40/60 2x Leveraged Portfolio: an investment of 1$, since March 2010,
now would be worth 4.62$, with a total return of 362.33%
(11.48% annualized).
Merrill Lynch Edge Select Moderately Conservative Portfolio: an investment of 1$, since March 2010, now would be worth 2.28$, with a total return of 127.53% (6.01% annualized).
Merrill Lynch Edge Select Moderately Conservative Portfolio: an investment of 1$, since March 2010, now would be worth 2.28$, with a total return of 127.53% (6.01% annualized).
Drawdowns
Drawdown comparison chart since April 2014.
Swipe left to see all data
|
Stocks/Bonds 40/60 2x Leveraged Portfolio
|
Merrill Lynch Edge Select Moderately Conservative Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -36.46% | Jan 2022 | Sep 2022 (9) | In progress (27) | 25.55 | |||||
| -18.53% | Jan 2022 | Sep 2022 (9) | In progress (27) | 10.24 | |||||
| -9.59% | Sep 2018 | Dec 2018 (4) | Mar 2019 (7) | 4.96 | |||||
| -7.78% | Feb 2020 | Mar 2020 (2) | Jun 2020 (5) | 3.56 | |||||
| -7.29% | Feb 2020 | Mar 2020 (2) | May 2020 (4) | 3.46 | |||||
| -7.11% | Feb 2018 | Apr 2018 (3) | Aug 2018 (7) | 4.21 | |||||
| -6.54% | Aug 2016 | Nov 2016 (4) | Feb 2017 (7) | 3.58 | |||||
| -6.16% | Sep 2021 | Sep 2021 (1) | Nov 2021 (3) | 3.08 | |||||
| -6.13% | Sep 2020 | Oct 2020 (2) | Nov 2020 (3) | 3.32 | |||||
| -5.62% | Mar 2015 | Sep 2015 (7) | Mar 2016 (13) | 2.68 | |||||
| -4.75% | Sep 2018 | Dec 2018 (4) | Feb 2019 (6) | 2.52 | |||||
| -4.35% | May 2015 | Jan 2016 (9) | May 2016 (13) | 2.47 | |||||
| -2.97% | Jan 2021 | Feb 2021 (2) | Apr 2021 (4) | 1.88 | |||||
| -2.86% | May 2019 | May 2019 (1) | Jun 2019 (2) | 1.65 | |||||
| -2.69% | Feb 2018 | Apr 2018 (3) | Aug 2018 (7) | 1.76 | |||||
| -2.54% | Sep 2014 | Sep 2014 (1) | Oct 2014 (2) | 1.47 | |||||
| -2.24% | Sep 2021 | Sep 2021 (1) | Dec 2021 (4) | 1.10 | |||||
| -2.08% | Sep 2020 | Oct 2020 (2) | Nov 2020 (3) | 1.22 | |||||
| -1.87% | Oct 2016 | Nov 2016 (2) | Jan 2017 (4) | 1.10 | |||||
| -1.82% | May 2019 | May 2019 (1) | Jun 2019 (2) | 1.05 | |||||
Drawdown comparison chart since March 2010.
Swipe left to see all data
|
Stocks/Bonds 40/60 2x Leveraged Portfolio
|
Merrill Lynch Edge Select Moderately Conservative Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -36.46% | Jan 2022 | Sep 2022 (9) | In progress (27) | 25.55 | |||||
| -18.53% | Jan 2022 | Sep 2022 (9) | In progress (27) | 10.24 | |||||
| -9.59% | Sep 2018 | Dec 2018 (4) | Mar 2019 (7) | 4.96 | |||||
| -7.78% | Feb 2020 | Mar 2020 (2) | Jun 2020 (5) | 3.56 | |||||
| -7.29% | Feb 2020 | Mar 2020 (2) | May 2020 (4) | 3.46 | |||||
| -7.11% | Feb 2018 | Apr 2018 (3) | Aug 2018 (7) | 4.21 | |||||
| -6.54% | Aug 2016 | Nov 2016 (4) | Feb 2017 (7) | 3.58 | |||||
| -6.16% | Sep 2021 | Sep 2021 (1) | Nov 2021 (3) | 3.08 | |||||
| -6.13% | Sep 2020 | Oct 2020 (2) | Nov 2020 (3) | 3.32 | |||||
| -5.80% | Jun 2011 | Sep 2011 (4) | Jan 2012 (8) | 2.34 | |||||
| -5.62% | Mar 2015 | Sep 2015 (7) | Mar 2016 (13) | 2.68 | |||||
| -5.58% | May 2013 | Aug 2013 (4) | Oct 2013 (6) | 3.04 | |||||
| -4.75% | Sep 2018 | Dec 2018 (4) | Feb 2019 (6) | 2.52 | |||||
| -4.35% | May 2015 | Jan 2016 (9) | May 2016 (13) | 2.47 | |||||
| -4.27% | May 2010 | Jun 2010 (2) | Jul 2010 (3) | 2.87 | |||||
| -3.62% | May 2010 | Jun 2010 (2) | Jul 2010 (3) | 2.45 | |||||
| -3.06% | May 2013 | Jun 2013 (2) | Sep 2013 (5) | 1.63 | |||||
| -2.97% | Jan 2021 | Feb 2021 (2) | Apr 2021 (4) | 1.88 | |||||
| -2.86% | May 2012 | May 2012 (1) | Jul 2012 (3) | 1.50 | |||||
| -2.86% | May 2019 | May 2019 (1) | Jun 2019 (2) | 1.65 | |||||
Yearly Returns
For each year, the following table provides the return and intra-year drawdown.
The highlighted returns represent the highest values for that specific year.
The highlighted returns represent the highest values for that specific year.
Swipe left to see all data
| Year | Return | Drawdown | Return | Drawdown |
|---|---|---|---|---|
| 2024 |
+5.22%
|
0.00% |
+2.62%
|
-0.08% |
| 2023 |
+18.74%
|
-14.99% |
+13.70%
|
-6.23% |
| 2022 |
-33.70%
|
-36.46% |
-14.91%
|
-18.53% |
| 2021 |
+19.46%
|
-6.16% |
+6.44%
|
-2.24% |
| 2020 |
+19.91%
|
-7.29% |
+11.65%
|
-7.78% |
| 2019 |
+33.39%
|
-2.86% |
+16.41%
|
-1.82% |
| 2018 |
-6.50%
|
-9.59% |
-2.89%
|
-4.75% |
| 2017 |
+19.66%
|
-0.19% |
+11.44%
|
0.00% |
| 2016 |
+8.94%
|
-6.54% |
+6.14%
|
-1.87% |
| 2015 |
+0.67%
|
-5.62% |
-0.48%
|
-4.33% |
| 2014 |
+20.80%
|
-2.54% |
+6.29%
|
-1.64% |
| 2013 |
+20.66%
|
-5.58% |
+8.82%
|
-3.06% |
| 2012 |
+16.43%
|
-2.46% |
+9.99%
|
-2.86% |
| 2011 |
+17.29%
|
-1.97% |
+3.41%
|
-5.80% |
