Last Update: 31 August 2020

The Stocks/Bonds 40/60 Portfolio obtained a 8.18% compound annual return, with a 5.70% standard deviation, in the last 10 years.

The Merrill Lynch Edge Select Moderately Conservative Portfolio obtained a 7.11% compound annual return, with a 5.76% standard deviation, in the last 10 years.

Summary

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Stocks/Bonds 40/60 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 +8.18% +7.11%
Std Dev 5.70% 5.76%
Max Drawdown -8.09% -7.78%

Last Update: 31 August 2020

Historical Returns

The examinated historical serie starts from January 2008

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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) MAX(*)
Stocks/Bonds 40/60 Portfolio +2.17 +6.65 +9.02 +12.59 +8.80 +8.23 +8.18 +6.78
Merrill Lynch Edge Select Moderately Conservative Portfolio +2.05 +6.73 +7.93 +11.06 +7.46 +7.44 +7.11 +6.13
(*) 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 40/60 Portfolio Merrill Lynch Edge Select Moderately Conservative Portfolio
2020
+7.91% +6.36%
2019
+17.57% +16.41%
2018
-2.15% -2.89%
2017
+10.63% +11.44%
2016
+6.64% +6.14%
2015
+0.48% -0.48%
2014
+8.51% +6.29%
2013
+12.12% +8.82%
2012
+8.47% +9.99%
2011
+5.14% +3.41%
2010
+10.69% +10.48%
2009
+13.74% +17.30%
2008
-10.67% -11.92%
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