Last Update: 31 August 2021

The Stocks/Bonds 60/40 Portfolio obtained a 11.06% compound annual return, with a 8.36% standard deviation, in the last 10 years.

The Merrill Lynch Edge Select Moderately Aggressive Portfolio obtained a 10.31% compound annual return, with a 9.81% standard deviation, in the last 10 years.

Summary

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Stocks/Bonds 60/40 Portfolio Merrill Lynch Edge Select Moderately Aggressive Portfolio
Risk High High
Asset Allocation Stocks 60% 69%
Fixed Income 40% 31%
Commodities 0% 0%
10 Years Stats Return +11.06% +10.31%
Std Dev 8.36% 9.81%
Max Drawdown -12.29% -14.28%

Last Update: 31 August 2021

Historical Returns

The examinated historical serie starts from January 1999

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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) MAX(*)
Stocks/Bonds 60/40 Portfolio +1.76 +5.28 +11.21 +19.56 +13.13 +12.13 +11.06 +7.33
Merrill Lynch Edge Select Moderately Aggressive Portfolio +1.75 +3.73 +9.83 +20.38 +12.75 +12.22 +10.31 +7.43
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 1999.

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Year Stocks/Bonds 60/40 Portfolio Merrill Lynch Edge Select Moderately Aggressive Portfolio
2021
+12.01% +11.27%
2020
+15.70% +16.02%
2019
+21.94% +22.30%
2018
-3.17% -5.68%
2017
+14.15% +18.60%
2016
+8.71% +8.18%
2015
+0.44% -1.40%
2014
+9.85% +6.31%
2013
+19.23% +16.88%
2012
+11.13% +13.59%
2011
+3.75% -0.71%
2010
+12.93% +13.09%
2009
+18.79% +26.40%
2008
-19.44% -25.92%
2007
+5.99% +9.49%
2006
+11.12% +14.56%
2005
+4.74% +8.32%
2004
+9.37% +11.86%
2003
+20.04% +25.92%
2002
-8.98% -9.91%
2001
-3.21% -6.23%
2000
-1.79% -5.49%
1999
+13.98% +18.91%
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