Stocks/Bonds 60/40 vs Merrill Lynch Edge Select Moderately Aggressive Portfolio Comparison

Last Update: 29 February 2024

The Stocks/Bonds 60/40 Portfolio obtained a 8.22% compound annual return, with a 9.62% standard deviation, in the last 30 Years.

The Merrill Lynch Edge Select Moderately Aggressive Portfolio obtained a 7.90% compound annual return, with a 11.14% standard deviation, in the last 30 Years.

Summary

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Stocks/Bonds 60/40 Portfolio Merrill Lynch Edge Select Moderately Aggressive Portfolio
Portfolio Risk High High
Asset Allocation Stocks 60% 69%
Fixed Income 40% 31%
Commodities 0% 0%
30 Years Stats Return +8.22% +7.90%
Std Dev 9.62% 11.14%
Max Drawdown -30.55% -38.23%
All time Stats
(Since Jan 1985)
Return +9.36% +9.85%
Std Dev 9.82% 11.32%
Max Drawdown -30.55% -38.23%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1985

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1M 6M 1Y 5Y 10Y 30Y MAX
Stocks/Bonds 60/40 Portfolio +2.65 +9.22 +18.40 +8.67 +7.85 +8.22 +9.36
Merrill Lynch Edge Select Moderately Aggressive Portfolio +2.88 +9.00 +18.64 +8.49 +7.43 +7.90 +9.85
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Stocks/Bonds 60/40 Portfolio: an investment of 1$, since March 1994, now would be worth 10.68$, with a total return of 968.39% (8.22% annualized).

Merrill Lynch Edge Select Moderately Aggressive Portfolio: an investment of 1$, since March 1994, now would be worth 9.79$, with a total return of 878.97% (7.90% annualized).

Stocks/Bonds 60/40 Portfolio: an investment of 1$, since January 1985, now would be worth 33.28$, with a total return of 3228.44% (9.36% annualized).

Merrill Lynch Edge Select Moderately Aggressive Portfolio: an investment of 1$, since January 1985, now would be worth 39.63$, with a total return of 3863.37% (9.85% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Stocks/Bonds 60/40 Portfolio
Merrill Lynch Edge Select Moderately Aggressive Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-38.23% Nov 2007 Feb 2009 (16) Dec 2010 (38) 17.26
-30.55% Nov 2007 Feb 2009 (16) Oct 2010 (36) 13.38
-25.60% Sep 2000 Sep 2002 (25) Jan 2004 (41) 14.73
-22.31% Jan 2022 Sep 2022 (9) Feb 2024 (26) 11.50
-21.56% Sep 2000 Sep 2002 (25) Jan 2004 (41) 11.96
-20.69% Jan 2022 Sep 2022 (9) Feb 2024 (26) 11.44
-14.29% Jan 2020 Mar 2020 (3) Jul 2020 (7) 6.16
-13.38% May 2011 Sep 2011 (5) Feb 2012 (10) 5.95
-12.29% Feb 2020 Mar 2020 (2) Jul 2020 (6) 5.29
-10.89% May 1998 Aug 1998 (4) Nov 1998 (7) 4.77
-10.18% Jul 1998 Aug 1998 (2) Nov 1998 (5) 4.93
-9.25% Oct 2018 Dec 2018 (3) Apr 2019 (7) 4.42
-9.00% May 2011 Sep 2011 (5) Jan 2012 (9) 3.76
-8.54% Jun 2015 Feb 2016 (9) Jul 2016 (14) 4.52
-8.38% Sep 2018 Dec 2018 (4) Mar 2019 (7) 3.89
-5.96% Apr 2012 May 2012 (2) Sep 2012 (6) 2.60
-5.35% Apr 2000 May 2000 (2) Aug 2000 (5) 2.94
-5.24% Jun 2015 Sep 2015 (4) Apr 2016 (11) 2.81
-5.14% Aug 1997 Aug 1997 (1) Feb 1998 (7) 2.83
-4.85% Apr 2000 May 2000 (2) Aug 2000 (5) 2.77

Drawdown comparison chart since January 1985.

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Stocks/Bonds 60/40 Portfolio
Merrill Lynch Edge Select Moderately Aggressive Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-38.23% Nov 2007 Feb 2009 (16) Dec 2010 (38) 17.26
-30.55% Nov 2007 Feb 2009 (16) Oct 2010 (36) 13.38
-25.60% Sep 2000 Sep 2002 (25) Jan 2004 (41) 14.73
-22.31% Jan 2022 Sep 2022 (9) Feb 2024 (26) 11.50
-21.56% Sep 2000 Sep 2002 (25) Jan 2004 (41) 11.96
-20.69% Jan 2022 Sep 2022 (9) Feb 2024 (26) 11.44
-19.36% Sep 1987 Nov 1987 (3) Jan 1989 (17) 9.38
-19.17% Sep 1987 Nov 1987 (3) Jan 1989 (17) 9.40
-14.29% Jan 2020 Mar 2020 (3) Jul 2020 (7) 6.16
-13.38% May 2011 Sep 2011 (5) Feb 2012 (10) 5.95
-13.23% Aug 1990 Sep 1990 (2) Feb 1991 (7) 7.33
-12.29% Feb 2020 Mar 2020 (2) Jul 2020 (6) 5.29
-10.89% May 1998 Aug 1998 (4) Nov 1998 (7) 4.77
-10.18% Jul 1998 Aug 1998 (2) Nov 1998 (5) 4.93
-9.25% Oct 2018 Dec 2018 (3) Apr 2019 (7) 4.42
-9.00% May 2011 Sep 2011 (5) Jan 2012 (9) 3.76
-8.54% Jun 2015 Feb 2016 (9) Jul 2016 (14) 4.52
-8.52% Jul 1990 Oct 1990 (4) Jan 1991 (7) 5.05
-8.38% Sep 2018 Dec 2018 (4) Mar 2019 (7) 3.89
-7.54% Jan 1990 Apr 1990 (4) Jun 1990 (6) 4.52

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
+3.27%
0.00%
+2.76%
-0.11%
2023
+17.79%
-7.47%
+19.24%
-8.08%
2022
-16.95%
-20.69%
-17.08%
-22.31%
2021
+14.66%
-3.24%
+12.88%
-3.28%
2020
+15.70%
-12.29%
+16.02%
-14.29%
2019
+21.94%
-3.41%
+22.30%
-4.24%
2018
-3.17%
-8.38%
-5.68%
-9.25%
2017
+14.15%
0.00%
+18.60%
0.00%
2016
+8.71%
-2.95%
+8.18%
-3.80%
2015
+0.44%
-5.24%
-1.40%
-7.75%
2014
+9.85%
-1.50%
+6.31%
-2.65%
2013
+19.23%
-2.27%
+16.88%
-2.57%
2012
+11.13%
-3.54%
+13.59%
-5.96%
2011
+3.75%
-9.00%
-0.71%
-13.38%
2010
+12.93%
-7.13%
+13.09%
-8.24%
2009
+18.79%
-11.70%
+26.40%
-13.32%
2008
-19.44%
-22.19%
-25.92%
-29.30%
2007
+5.99%
-3.07%
+9.49%
-3.81%
2006
+11.12%
-2.03%
+14.56%
-3.15%
2005
+4.74%
-2.34%
+8.32%
-3.32%
2004
+9.37%
-2.68%
+11.86%
-3.19%
2003
+20.04%
-1.99%
+25.92%
-2.76%
2002
-8.98%
-13.74%
-9.91%
-15.72%
2001
-3.21%
-11.68%
-6.23%
-15.50%
2000
-1.79%
-8.27%
-5.49%
-9.00%
1999
+13.98%
-3.76%
+18.91%
-2.47%
1998
+17.39%
-10.18%
+16.84%
-10.89%
1997
+22.37%
-3.12%
+16.20%
-5.14%
1996
+14.01%
-3.33%
+13.20%
-3.20%
1995
+28.74%
-0.20%
+23.22%
-0.43%
1994
-1.16%
-6.47%
+0.12%
-6.49%
1993
+10.25%
-1.36%
+19.47%
-2.68%
1992
+8.32%
-1.65%
+3.95%
-3.09%
1991
+25.53%
-2.86%
+31.55%
-3.84%
1990
-0.19%
-8.52%
-3.49%
-13.23%
1989
+22.33%
-1.36%
+26.95%
-1.61%
1988
+13.33%
-2.24%
+16.80%
-3.01%
1987
+2.18%
-19.17%
+4.39%
-19.36%
1986
+14.79%
-5.58%
+23.79%
-5.19%
1985
+27.66%
-2.15%
+32.17%
-2.00%