Last Update: 31 July 2022

The Stocks/Bonds 40/60 with Bitcoin Portfolio obtained a 17.98% compound annual return, with a 38.19% standard deviation, in the last 10 Years.

The Merrill Lynch Edge Select Moderately Conservative Portfolio obtained a 5.49% compound annual return, with a 6.19% 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
Risk Medium Medium
Asset Allocation Stocks 39% 37%
Fixed Income 59% 63%
Commodities 2% 0%
10 Years Stats Return +17.98% +5.49%
Std Dev 38.19% 6.19%
Max Drawdown -22.55% -13.99%

Last Update: 31 July 2022

Historical Returns as of Jul 31, 2022

Comparison period starts from January 2009

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1M 6M 1Y 5Y(*) 10Y(*) MAX(*)
Stocks/Bonds 40/60 with Bitcoin Portfolio +5.13 -7.65 -8.88 +10.57 +17.98 +18.57
Merrill Lynch Edge Select Moderately Conservative Portfolio +4.54 -7.28 -8.89 +4.64 +5.49 +6.74
(*) Returns over 1 year are annualized

Capital Growth as of Jul 31, 2022

Stocks/Bonds 40/60 with Bitcoin Portfolio: an investment of 1000$, since August 2012, now would be worth 5223.13$, with a total return of 422.31% (17.98% annualized).

Merrill Lynch Edge Select Moderately Conservative Portfolio: an investment of 1000$, since August 2012, now would be worth 1707.14$, with a total return of 70.71% (5.49% annualized).

Stocks/Bonds 40/60 with Bitcoin Portfolio: an investment of 1000$, since January 2009, now would be worth 10106.51$, with a total return of 910.65% (18.57% annualized).

Merrill Lynch Edge Select Moderately Conservative Portfolio: an investment of 1000$, since January 2009, now would be worth 2423.94$, with a total return of 142.39% (6.74% annualized).

Drawdowns

Drawdown comparison chart since July 2012.

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Stocks/Bonds 40/60 with Bitcoin Portfolio
Merrill Lynch Edge Select Moderately Conservative Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-22.55% Dec 2013 Jan 2014
-15.61% Nov 2021 Jun 2022
-13.99% Jan 2022 Jun 2022
-8.64% Feb 2020 Mar 2020
-7.78% Feb 2020 Mar 2020
-6.33% May 2013 Jun 2013
-5.78% Sep 2018 Dec 2018
-4.75% Sep 2018 Dec 2018
-4.35% May 2015 Jan 2016
-3.06% May 2013 Jun 2013
-2.95% Feb 2018 Mar 2018
-2.69% Feb 2018 Apr 2018
-2.68% Sep 2021 Sep 2021
-2.24% Sep 2021 Sep 2021
-2.08% Sep 2020 Oct 2020
-1.94% Sep 2020 Oct 2020
-1.87% Oct 2016 Nov 2016
-1.82% May 2019 May 2019
-1.64% Sep 2014 Sep 2014
-1.23% Oct 2012 Oct 2012

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 Drawdown Start Bottom
-41.83% Jul 2011 Nov 2011
-22.55% Dec 2013 Jan 2014
-15.61% Nov 2021 Jun 2022
-13.99% Jan 2022 Jun 2022
-8.64% Feb 2020 Mar 2020
-8.48% Jan 2009 Feb 2009
-8.37% Jan 2009 Feb 2009
-7.78% Feb 2020 Mar 2020
-5.80% Jun 2011 Sep 2011
-5.78% Sep 2018 Dec 2018
-4.75% Sep 2018 Dec 2018
-4.35% May 2015 Jan 2016
-3.85% May 2010 Jun 2010
-3.50% May 2010 Jun 2010
-3.06% May 2013 Jun 2013
-2.95% Feb 2018 Mar 2018
-2.86% May 2012 May 2012
-2.69% Feb 2018 Apr 2018
-2.68% Sep 2021 Sep 2021
-2.24% Sep 2021 Sep 2021

Yearly Returns

Yearly return comparison. Common historical serie start from January 2009.

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Year Stocks/Bonds 40/60 with Bitcoin Portfolio Merrill Lynch Edge Select Moderately Conservative Portfolio
2022
-11.27% -10.09%
2021
+10.09% +6.44%
2020
+18.86% +11.65%
2019
+19.07% +16.41%
2018
-3.54% -2.89%
2017
+35.81% +11.44%
2016
+8.97% +6.14%
2015
+1.21% -0.48%
2014
+7.16% +6.29%
2013
+135.55% +8.82%
2012
+11.90% +9.99%
2011
+34.51% +3.41%
2010
+17.41% +10.48%
2009
+13.41% +17.30%
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