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
Drawdowns
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% |