Last Update: 31 March 2024
The Stocks/Bonds 40/60 ESG Portfolio obtained a 5.16% compound annual return, with a 7.84% 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 ESG 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 | +5.16% | +5.10% |
| Std Dev | 7.84% | 7.48% | |
| Max Drawdown | -19.76% | -18.53% | |
| All time Stats (Since Sep 2005) |
Return | +6.23% | +5.72% |
| Std Dev | 8.06% | 7.38% | |
| Max Drawdown | -22.88% | -20.48% | |
| Last Update: 31 March 2024 | |||
Historical Returns as of Mar 31, 2024
Comparison period starts from September 2005
Swipe left to see all data
| 1M | 6M | 1Y | 5Y | 10Y | MAX | |
|---|---|---|---|---|---|---|
| Stocks/Bonds 40/60 ESG Portfolio | +1.63 | +13.46 | +13.29 | +6.34 | +5.16 | +6.23 |
| Merrill Lynch Edge Select Moderately Conservative Portfolio | +1.72 | +11.69 | +11.02 | +5.12 | +5.10 | +5.72 |
| Return over 1 year are annualized. |
Capital Growth as of Mar 31, 2024
Stocks/Bonds 40/60 ESG Portfolio: an investment of 1$, since April 2014,
now would be worth 1.65$, with a total return of 65.42%
(5.16% 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 ESG Portfolio: an investment of 1$, since September 2005,
now would be worth 3.07$, with a total return of 207.38%
(6.23% annualized).
Merrill Lynch Edge Select Moderately Conservative Portfolio: an investment of 1$, since September 2005, now would be worth 2.81$, with a total return of 181.28% (5.72% annualized).
Merrill Lynch Edge Select Moderately Conservative Portfolio: an investment of 1$, since September 2005, now would be worth 2.81$, with a total return of 181.28% (5.72% annualized).
Drawdowns
Drawdown comparison chart since April 2014.
Swipe left to see all data
|
Stocks/Bonds 40/60 ESG 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 |
| -19.76% | Jan 2022 | Sep 2022 (9) | In progress (27) | 11.75 | |||||
| -18.53% | Jan 2022 | Sep 2022 (9) | In progress (27) | 10.24 | |||||
| -7.78% | Feb 2020 | Mar 2020 (2) | Jun 2020 (5) | 3.56 | |||||
| -6.33% | Feb 2020 | Mar 2020 (2) | May 2020 (4) | 3.01 | |||||
| -6.32% | Feb 2018 | Dec 2018 (11) | Mar 2019 (14) | 3.03 | |||||
| -5.47% | Jun 2015 | Jan 2016 (8) | Apr 2016 (11) | 3.06 | |||||
| -4.75% | Sep 2018 | Dec 2018 (4) | Feb 2019 (6) | 2.52 | |||||
| -4.35% | May 2015 | Jan 2016 (9) | May 2016 (13) | 2.47 | |||||
| -2.92% | Sep 2021 | Sep 2021 (1) | Oct 2021 (2) | 1.69 | |||||
| -2.83% | Sep 2020 | Oct 2020 (2) | Nov 2020 (3) | 1.64 | |||||
| -2.69% | Feb 2018 | Apr 2018 (3) | Aug 2018 (7) | 1.76 | |||||
| -2.34% | Sep 2014 | Sep 2014 (1) | Nov 2014 (3) | 1.24 | |||||
| -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 | |||||
| -1.78% | Jul 2014 | Jul 2014 (1) | Aug 2014 (2) | 1.03 | |||||
| -1.73% | May 2019 | May 2019 (1) | Jun 2019 (2) | 1.00 | |||||
| -1.64% | Sep 2014 | Sep 2014 (1) | Nov 2014 (3) | 0.83 | |||||
| -1.33% | Sep 2016 | Oct 2016 (2) | Jan 2017 (5) | 0.77 | |||||
Drawdown comparison chart since September 2005.
Swipe left to see all data
|
Stocks/Bonds 40/60 ESG 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 |
| -22.88% | Jun 2008 | Feb 2009 (9) | Sep 2009 (16) | 13.06 | |||||
| -20.48% | Nov 2007 | Feb 2009 (16) | Nov 2009 (25) | 9.59 | |||||
| -19.76% | Jan 2022 | Sep 2022 (9) | In progress (27) | 11.75 | |||||
| -18.53% | Jan 2022 | Sep 2022 (9) | In progress (27) | 10.24 | |||||
| -10.14% | May 2011 | Sep 2011 (5) | Feb 2012 (10) | 4.68 | |||||
| -7.78% | Feb 2020 | Mar 2020 (2) | Jun 2020 (5) | 3.56 | |||||
| -6.33% | Feb 2020 | Mar 2020 (2) | May 2020 (4) | 3.01 | |||||
| -6.32% | Feb 2018 | Dec 2018 (11) | Mar 2019 (14) | 3.03 | |||||
| -5.80% | Jun 2011 | Sep 2011 (4) | Jan 2012 (8) | 2.34 | |||||
| -5.47% | Jun 2015 | Jan 2016 (8) | Apr 2016 (11) | 3.06 | |||||
| -4.75% | Sep 2018 | Dec 2018 (4) | Feb 2019 (6) | 2.52 | |||||
| -4.35% | May 2015 | Jan 2016 (9) | May 2016 (13) | 2.47 | |||||
| -4.31% | May 2010 | Jun 2010 (2) | Sep 2010 (5) | 2.40 | |||||
| -3.50% | May 2010 | Jun 2010 (2) | Jul 2010 (3) | 2.37 | |||||
| -3.06% | May 2013 | Jun 2013 (2) | Sep 2013 (5) | 1.63 | |||||
| -2.92% | Sep 2021 | Sep 2021 (1) | Oct 2021 (2) | 1.69 | |||||
| -2.86% | May 2012 | May 2012 (1) | Jul 2012 (3) | 1.50 | |||||
| -2.83% | Sep 2020 | Oct 2020 (2) | Nov 2020 (3) | 1.64 | |||||
| -2.80% | Apr 2012 | May 2012 (2) | Jul 2012 (4) | 1.33 | |||||
| -2.69% | Feb 2018 | Apr 2018 (3) | Aug 2018 (7) | 1.76 | |||||
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 |
+3.47%
|
0.00% |
+2.62%
|
-0.08% |
| 2023 |
+15.57%
|
-6.70% |
+13.70%
|
-6.23% |
| 2022 |
-17.35%
|
-19.76% |
-14.91%
|
-18.53% |
| 2021 |
+9.16%
|
-2.92% |
+6.44%
|
-2.24% |
| 2020 |
+14.57%
|
-6.33% |
+11.65%
|
-7.78% |
| 2019 |
+18.28%
|
-1.73% |
+16.41%
|
-1.82% |
| 2018 |
-6.08%
|
-6.32% |
-2.89%
|
-4.75% |
| 2017 |
+7.47%
|
-0.35% |
+11.44%
|
0.00% |
| 2016 |
+6.31%
|
-1.90% |
+6.14%
|
-1.87% |
| 2015 |
+0.50%
|
-4.93% |
-0.48%
|
-4.33% |
| 2014 |
+6.76%
|
-2.34% |
+6.29%
|
-1.64% |
| 2013 |
+14.40%
|
-1.89% |
+8.82%
|
-3.06% |
| 2012 |
+12.12%
|
-2.80% |
+9.99%
|
-2.86% |
| 2011 |
+0.56%
|
-10.14% |
+3.41%
|
-5.80% |
| 2010 |
+12.75%
|
-4.31% |
+10.48%
|
-3.50% |
| 2009 |
+25.96%
|
-6.89% |
+17.30%
|
-8.37% |
| 2008 |
-16.02%
|
-20.60% |
-11.92%
|
-16.14% |
| 2007 |
+7.63%
|
-0.87% |
+6.98%
|
-1.47% |
| 2006 |
+9.42%
|
-1.28% |
+9.60%
|
-1.69% |
