Stocks/Bonds 40/60 with Bitcoin vs Merrill Lynch Edge Select Moderately Conservative Portfolio Comparison

Last Update: 29 February 2024

The Stocks/Bonds 40/60 with Bitcoin Portfolio obtained a 9.01% compound annual return, with a 8.96% standard deviation, in the last 10 Years.

The Merrill Lynch Edge Select Moderately Conservative Portfolio obtained a 4.92% compound annual return, with a 7.47% standard deviation, in the last 10 Years.

Summary

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Stocks/Bonds 40/60 with Bitcoin Portfolio Merrill Lynch Edge Select Moderately Conservative Portfolio
Portfolio Risk Medium Medium
Asset Allocation Stocks 39% 37%
Fixed Income 59% 63%
Commodities 2% 0%
10 Years Stats Return +9.01% +4.92%
Std Dev 8.96% 7.47%
Max Drawdown -19.39% -18.53%
All time Stats
(Since Jan 2009)
Return +17.36% +6.59%
Std Dev 34.21% 7.42%
Max Drawdown -41.83% -18.53%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 2009

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1M 6M 1Y 5Y 10Y MAX
Stocks/Bonds 40/60 with Bitcoin Portfolio +2.13 +9.47 +16.18 +8.00 +9.01 +17.36
Merrill Lynch Edge Select Moderately Conservative Portfolio +0.97 +6.31 +12.49 +5.11 +4.92 +6.59
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Stocks/Bonds 40/60 with Bitcoin Portfolio: an investment of 1$, since March 2014, now would be worth 2.37$, with a total return of 136.86% (9.01% annualized).

Merrill Lynch Edge Select Moderately Conservative Portfolio: an investment of 1$, since March 2014, now would be worth 1.62$, with a total return of 61.65% (4.92% annualized).

Stocks/Bonds 40/60 with Bitcoin Portfolio: an investment of 1$, since January 2009, now would be worth 11.33$, with a total return of 1033.08% (17.36% annualized).

Merrill Lynch Edge Select Moderately Conservative Portfolio: an investment of 1$, since January 2009, now would be worth 2.63$, with a total return of 163.13% (6.59% annualized).

Drawdowns

Drawdown comparison chart since March 2014.

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Stocks/Bonds 40/60 with Bitcoin 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
-19.39% Nov 2021 Sep 2022 (11) In progress (28) 10.86
-18.53% Jan 2022 Sep 2022 (9) In progress (26) 10.42
-8.64% Feb 2020 Mar 2020 (2) May 2020 (4) 4.14
-7.78% Feb 2020 Mar 2020 (2) Jun 2020 (5) 3.56
-5.78% Sep 2018 Dec 2018 (4) Mar 2019 (7) 2.83
-4.75% Sep 2018 Dec 2018 (4) Feb 2019 (6) 2.52
-4.35% May 2015 Jan 2016 (9) May 2016 (13) 2.47
-3.50% Aug 2015 Sep 2015 (2) Nov 2015 (4) 2.04
-2.95% Feb 2018 Mar 2018 (2) Aug 2018 (7) 1.84
-2.69% Feb 2018 Apr 2018 (3) Aug 2018 (7) 1.76
-2.68% Sep 2021 Sep 2021 (1) Oct 2021 (2) 1.55
-2.36% Dec 2015 Jan 2016 (2) Mar 2016 (4) 1.30
-2.24% Sep 2021 Sep 2021 (1) Dec 2021 (4) 1.10
-2.08% Sep 2020 Oct 2020 (2) Nov 2020 (3) 1.22
-1.94% Sep 2020 Oct 2020 (2) Nov 2020 (3) 1.28
-1.87% Oct 2016 Nov 2016 (2) Jan 2017 (4) 1.10
-1.82% May 2019 May 2019 (1) Jun 2019 (2) 1.05
-1.64% Sep 2014 Sep 2014 (1) Nov 2014 (3) 0.83
-1.50% Sep 2014 Sep 2014 (1) Nov 2014 (3) 0.75
-1.16% Jun 2015 Jun 2015 (1) Jul 2015 (2) 0.67

Drawdown comparison chart since January 2009.

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Stocks/Bonds 40/60 with Bitcoin 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
-41.83% Jul 2011 Nov 2011 (5) Oct 2013 (28) 26.75
-22.55% Dec 2013 Jan 2014 (2) Jul 2017 (44) 15.16
-19.39% Nov 2021 Sep 2022 (11) In progress (28) 10.86
-18.53% Jan 2022 Sep 2022 (9) In progress (26) 10.42
-8.64% Feb 2020 Mar 2020 (2) May 2020 (4) 4.14
-8.48% Jan 2009 Feb 2009 (2) May 2009 (5) 4.46
-8.37% Jan 2009 Feb 2009 (2) Apr 2009 (4) 4.66
-7.78% Feb 2020 Mar 2020 (2) Jun 2020 (5) 3.56
-5.80% Jun 2011 Sep 2011 (4) Jan 2012 (8) 2.34
-5.78% Sep 2018 Dec 2018 (4) Mar 2019 (7) 2.83
-4.75% Sep 2018 Dec 2018 (4) Feb 2019 (6) 2.52
-4.35% May 2015 Jan 2016 (9) May 2016 (13) 2.47
-3.85% May 2010 Jun 2010 (2) Sep 2010 (5) 2.04
-3.50% May 2010 Jun 2010 (2) Jul 2010 (3) 2.37
-3.06% May 2013 Jun 2013 (2) Sep 2013 (5) 1.63
-2.95% Feb 2018 Mar 2018 (2) Aug 2018 (7) 1.84
-2.86% May 2012 May 2012 (1) Jul 2012 (3) 1.50
-2.69% Feb 2018 Apr 2018 (3) Aug 2018 (7) 1.76
-2.68% Sep 2021 Sep 2021 (1) Oct 2021 (2) 1.55
-2.24% Sep 2021 Sep 2021 (1) Dec 2021 (4) 1.10

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.
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Year Return Drawdown Return Drawdown
2024
+2.48%
0.00%
+0.89%
-0.08%
2023
+16.42%
-5.79%
+13.70%
-6.23%
2022
-16.62%
-19.39%
-14.91%
-18.53%
2021
+10.09%
-2.68%
+6.44%
-2.24%
2020
+18.86%
-8.64%
+11.65%
-7.78%
2019
+19.07%
-0.26%
+16.41%
-1.82%
2018
-3.54%
-5.78%
-2.89%
-4.75%
2017
+35.81%
-0.29%
+11.44%
0.00%
2016
+8.97%
-1.74%
+6.14%
-1.87%
2015
+1.21%
-3.50%
-0.48%
-4.33%
2014
+7.16%
-1.50%
+6.29%
-1.64%
2013
+135.55%
-22.50%
+8.82%
-3.06%
2012
+11.90%
-1.96%
+9.99%
-2.86%
2011
+34.51%
-41.83%
+3.41%
-5.80%
2010
+17.41%
-3.85%
+10.48%
-3.50%
2009
+13.41%
-8.48%
+17.30%
-8.37%