Last Update: 31 March 2024
The Stocks/Bonds 40/60 Portfolio obtained a 7.18% compound annual return, with a 6.96% standard deviation, in the last 30 Years.
The Merrill Lynch Edge Select Moderately Conservative Portfolio obtained a 6.74% compound annual return, with a 6.82% standard deviation, in the last 30 Years.
Summary
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| Stocks/Bonds 40/60 Portfolio | Merrill Lynch Edge Select Moderately Conservative Portfolio | ||
|---|---|---|---|
| Portfolio Risk | Medium | Medium | |
| Asset Allocation | Stocks | 40% | 37% |
| Fixed Income | 60% | 63% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +7.18% | +6.74% |
| Std Dev | 6.96% | 6.82% | |
| Max Drawdown | -19.17% | -20.48% | |
| All time Stats (Since Jan 1985) |
Return | +8.27% | +8.28% |
| Std Dev | 7.25% | 7.13% | |
| Max Drawdown | -19.17% | -20.48% | |
| Last Update: 31 March 2024 | |||
Historical Returns as of Mar 31, 2024
Comparison period starts from January 1985
Swipe left to see all data
| 1M | 6M | 1Y | 5Y | 10Y | 30Y | MAX | |
|---|---|---|---|---|---|---|---|
| Stocks/Bonds 40/60 Portfolio | +1.71 | +12.72 | +12.29 | +6.01 | +5.91 | +7.18 | +8.27 |
| Merrill Lynch Edge Select Moderately Conservative Portfolio | +1.72 | +11.69 | +11.02 | +5.12 | +5.10 | +6.74 | +8.28 |
| Return over 1 year are annualized. |
Capital Growth as of Mar 31, 2024
Stocks/Bonds 40/60 Portfolio: an investment of 1$, since April 1994,
now would be worth 8.00$, with a total return of 699.72%
(7.18% annualized).
Merrill Lynch Edge Select Moderately Conservative Portfolio: an investment of 1$, since April 1994, now would be worth 7.07$, with a total return of 606.75% (6.74% annualized).
Merrill Lynch Edge Select Moderately Conservative Portfolio: an investment of 1$, since April 1994, now would be worth 7.07$, with a total return of 606.75% (6.74% annualized).
Stocks/Bonds 40/60 Portfolio: an investment of 1$, since January 1985,
now would be worth 22.64$, with a total return of 2164.35%
(8.27% annualized).
Merrill Lynch Edge Select Moderately Conservative Portfolio: an investment of 1$, since January 1985, now would be worth 22.72$, with a total return of 2172.21% (8.28% annualized).
Merrill Lynch Edge Select Moderately Conservative Portfolio: an investment of 1$, since January 1985, now would be worth 22.72$, with a total return of 2172.21% (8.28% annualized).
Drawdowns
Drawdown comparison chart since April 1994.
Swipe left to see all data
|
Stocks/Bonds 40/60 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 |
| -20.48% | Nov 2007 | Feb 2009 (16) | Nov 2009 (25) | 9.59 | |||||
| -19.17% | Nov 2007 | Feb 2009 (16) | Nov 2009 (25) | 8.87 | |||||
| -18.63% | Jan 2022 | Sep 2022 (9) | In progress (27) | 10.80 | |||||
| -18.53% | Jan 2022 | Sep 2022 (9) | In progress (27) | 10.24 | |||||
| -8.59% | Sep 2000 | Sep 2002 (25) | May 2003 (33) | 4.25 | |||||
| -8.09% | Feb 2020 | Mar 2020 (2) | May 2020 (4) | 3.88 | |||||
| -7.78% | Feb 2020 | Mar 2020 (2) | Jun 2020 (5) | 3.56 | |||||
| -6.25% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 2.81 | |||||
| -6.14% | Feb 2001 | Sep 2002 (20) | Apr 2003 (27) | 3.29 | |||||
| -5.80% | Jun 2011 | Sep 2011 (4) | Jan 2012 (8) | 2.34 | |||||
| -5.36% | Sep 2018 | Dec 2018 (4) | Mar 2019 (7) | 2.59 | |||||
| -5.01% | Jul 1998 | Aug 1998 (2) | Oct 1998 (4) | 2.36 | |||||
| -4.76% | Jun 2011 | Sep 2011 (4) | Dec 2011 (7) | 1.98 | |||||
| -4.75% | Sep 2018 | Dec 2018 (4) | Feb 2019 (6) | 2.52 | |||||
| -4.35% | May 2015 | Jan 2016 (9) | May 2016 (13) | 2.47 | |||||
| -3.96% | May 2010 | Jun 2010 (2) | Sep 2010 (5) | 2.10 | |||||
| -3.79% | Apr 2000 | May 2000 (2) | Aug 2000 (5) | 1.92 | |||||
| -3.51% | Sep 2000 | Nov 2000 (3) | Jan 2001 (5) | 1.84 | |||||
| -3.50% | May 2010 | Jun 2010 (2) | Jul 2010 (3) | 2.37 | |||||
| -3.41% | Jun 2015 | Sep 2015 (4) | Mar 2016 (10) | 1.86 | |||||
Drawdown comparison chart since January 1985.
Swipe left to see all data
|
Stocks/Bonds 40/60 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 |
| -20.48% | Nov 2007 | Feb 2009 (16) | Nov 2009 (25) | 9.59 | |||||
| -19.17% | Nov 2007 | Feb 2009 (16) | Nov 2009 (25) | 8.87 | |||||
| -18.63% | Jan 2022 | Sep 2022 (9) | In progress (27) | 10.80 | |||||
| -18.53% | Jan 2022 | Sep 2022 (9) | In progress (27) | 10.24 | |||||
| -13.08% | Sep 1987 | Nov 1987 (3) | Oct 1988 (14) | 6.07 | |||||
| -10.69% | Sep 1987 | Nov 1987 (3) | Sep 1988 (13) | 4.76 | |||||
| -8.59% | Sep 2000 | Sep 2002 (25) | May 2003 (33) | 4.25 | |||||
| -8.09% | Feb 2020 | Mar 2020 (2) | May 2020 (4) | 3.88 | |||||
| -7.78% | Feb 2020 | Mar 2020 (2) | Jun 2020 (5) | 3.56 | |||||
| -7.56% | Aug 1990 | Sep 1990 (2) | Jan 1991 (6) | 4.14 | |||||
| -6.25% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 2.81 | |||||
| -6.14% | Feb 2001 | Sep 2002 (20) | Apr 2003 (27) | 3.29 | |||||
| -5.98% | Feb 1994 | Jun 1994 (5) | Feb 1995 (13) | 3.72 | |||||
| -5.80% | Jun 2011 | Sep 2011 (4) | Jan 2012 (8) | 2.34 | |||||
| -5.70% | Aug 1990 | Sep 1990 (2) | Dec 1990 (5) | 3.67 | |||||
| -5.36% | Sep 2018 | Dec 2018 (4) | Mar 2019 (7) | 2.59 | |||||
| -5.18% | Feb 1994 | Mar 1994 (2) | Mar 1995 (14) | 3.41 | |||||
| -5.15% | Jan 1990 | Apr 1990 (4) | May 1990 (5) | 3.28 | |||||
| -5.01% | Jul 1998 | Aug 1998 (2) | Oct 1998 (4) | 2.36 | |||||
| -4.76% | Jun 2011 | Sep 2011 (4) | Dec 2011 (7) | 1.98 | |||||
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 |
+3.41%
|
0.00% |
+2.62%
|
-0.08% |
| 2023 |
+13.66%
|
-6.58% |
+13.70%
|
-6.23% |
| 2022 |
-15.67%
|
-18.63% |
-14.91%
|
-18.53% |
| 2021 |
+9.15%
|
-2.56% |
+6.44%
|
-2.24% |
| 2020 |
+13.04%
|
-8.09% |
+11.65%
|
-7.78% |
| 2019 |
+17.57%
|
-1.77% |
+16.41%
|
-1.82% |
| 2018 |
-2.15%
|
-5.36% |
-2.89%
|
-4.75% |
| 2017 |
+10.63%
|
-0.00% |
+11.44%
|
0.00% |
| 2016 |
+6.64%
|
-1.57% |
+6.14%
|
-1.87% |
| 2015 |
+0.48%
|
-3.41% |
-0.48%
|
-4.33% |
| 2014 |
+8.51%
|
-1.20% |
+6.29%
|
-1.64% |
| 2013 |
+12.12%
|
-1.84% |
+8.82%
|
-3.06% |
| 2012 |
+8.47%
|
-2.11% |
+9.99%
|
-2.86% |
| 2011 |
+5.14%
|
-4.76% |
+3.41%
|
-5.80% |
| 2010 |
+10.69%
|
-3.96% |
+10.48%
|
-3.50% |
| 2009 |
+13.74%
|
-8.68% |
+17.30%
|
-8.37% |
| 2008 |
-10.67%
|
-14.39% |
-11.92%
|
-16.14% |
| 2007 |
+6.30%
|
-1.93% |
+6.98%
|
-1.47% |
| 2006 |
+8.84%
|
-1.40% |
+9.60%
|
-1.69% |
| 2005 |
+3.96%
|
-1.77% |
+5.47%
|
-1.53% |
| 2004 |
+7.66%
|
-2.46% |
+8.54%
|
-2.54% |
| 2003 |
+14.68%
|
-1.08% |
+16.19%
|
-1.02% |
| 2002 |
-3.23%
|
-6.97% |
-0.79%
|
-4.95% |
| 2001 |
+0.67%
|
-5.62% |
+0.35%
|
-5.56% |
| 2000 |
+2.61%
|
-4.51% |
+2.03%
|
-3.51% |
| 1999 |
+9.07%
|
-2.57% |
+9.63%
|
-2.17% |
| 1998 |
+14.45%
|
-6.25% |
+13.94%
|
-5.01% |
| 1997 |
+18.06%
|
-2.41% |
+12.19%
|
-3.09% |
| 1996 |
+10.53%
|
-2.15% |
+9.06%
|
-1.42% |
| 1995 |
+25.22%
|
0.00% |
+21.86%
|
0.00% |
| 1994 |
-1.66%
|
-5.98% |
-1.15%
|
-5.18% |
| 1993 |
+10.06%
|
-1.23% |
+15.17%
|
-1.67% |
| 1992 |
+7.93%
|
-1.27% |
+6.09%
|
-2.25% |
| 1991 |
+22.10%
|
-1.98% |
+24.65%
|
-2.13% |
| 1990 |
+2.76%
|
-5.70% |
+1.69%
|
-7.56% |
| 1989 |
+19.43%
|
-1.12% |
+19.80%
|
-0.51% |
| 1988 |
+11.34%
|
-1.71% |
+12.42%
|
-1.76% |
| 1987 |
+1.97%
|
-13.08% |
+3.90%
|
-10.69% |
| 1986 |
+14.89%
|
-4.37% |
+19.56%
|
-3.61% |
| 1985 |
+25.86%
|
-1.17% |
+27.56%
|
-0.71% |
