Last Update: 31 July 2022

The Stocks/Bonds 60/40 with Bitcoin Portfolio obtained a 20.12% compound annual return, with a 37.47% standard deviation, in the last 10 Years.

The Merrill Lynch Edge Select Moderately Aggressive Portfolio obtained a 8.22% compound annual return, with a 9.87% standard deviation, in the last 10 Years.

Summary

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Stocks/Bonds 60/40 with Bitcoin Portfolio Merrill Lynch Edge Select Moderately Aggressive Portfolio
Risk High High
Asset Allocation Stocks 59% 69%
Fixed Income 39% 31%
Commodities 2% 0%
10 Years Stats Return +20.12% +8.22%
Std Dev 37.47% 9.87%
Max Drawdown -22.56% -17.18%

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 60/40 with Bitcoin Portfolio +6.54 -8.09 -8.61 +12.67 +20.12 +20.72
Merrill Lynch Edge Select Moderately Aggressive Portfolio +5.64 -8.99 -9.69 +7.05 +8.22 +9.31
(*) Returns over 1 year are annualized

Capital Growth as of Jul 31, 2022

Stocks/Bonds 60/40 with Bitcoin Portfolio: an investment of 1000$, since August 2012, now would be worth 6255.85$, with a total return of 525.59% (20.12% annualized).

Merrill Lynch Edge Select Moderately Aggressive Portfolio: an investment of 1000$, since August 2012, now would be worth 2202.97$, with a total return of 120.30% (8.22% annualized).

Stocks/Bonds 60/40 with Bitcoin Portfolio: an investment of 1000$, since January 2009, now would be worth 12913.78$, with a total return of 1191.38% (20.72% annualized).

Merrill Lynch Edge Select Moderately Aggressive Portfolio: an investment of 1000$, since January 2009, now would be worth 3349.22$, with a total return of 234.92% (9.31% annualized).

Drawdowns

Drawdown comparison chart since July 2012.

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Stocks/Bonds 60/40 with Bitcoin Portfolio
Merrill Lynch Edge Select Moderately Aggressive Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-22.56% Dec 2013 Jan 2014
-17.79% Jan 2022 Jun 2022
-17.18% Jan 2022 Jun 2022
-14.29% Jan 2020 Mar 2020
-12.82% Feb 2020 Mar 2020
-9.25% Oct 2018 Dec 2018
-8.81% Sep 2018 Dec 2018
-8.54% Jun 2015 Feb 2016
-5.47% May 2013 Jun 2013
-4.24% May 2019 May 2019
-4.23% Feb 2018 Apr 2018
-4.00% Feb 2018 Mar 2018
-3.62% Sep 2020 Oct 2020
-3.35% Sep 2021 Sep 2021
-3.28% Sep 2021 Sep 2021
-2.88% Sep 2020 Oct 2020
-2.65% Jan 2014 Jan 2014
-2.57% May 2013 Jun 2013
-2.52% Sep 2014 Sep 2014
-1.98% Aug 2013 Aug 2013

Drawdown comparison chart since January 2009.

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Stocks/Bonds 60/40 with Bitcoin Portfolio
Merrill Lynch Edge Select Moderately Aggressive Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-42.67% Jul 2011 Nov 2011
-22.56% Dec 2013 Jan 2014
-17.79% Jan 2022 Jun 2022
-17.18% Jan 2022 Jun 2022
-14.29% Jan 2020 Mar 2020
-13.38% May 2011 Sep 2011
-13.32% Jan 2009 Feb 2009
-12.82% Feb 2020 Mar 2020
-11.49% Jan 2009 Feb 2009
-9.25% Oct 2018 Dec 2018
-8.81% Sep 2018 Dec 2018
-8.54% Jun 2015 Feb 2016
-8.24% May 2010 Jun 2010
-7.03% May 2010 Jun 2010
-5.96% Apr 2012 May 2012
-4.24% May 2019 May 2019
-4.23% Feb 2018 Apr 2018
-4.00% Feb 2018 Mar 2018
-3.62% Sep 2020 Oct 2020
-3.35% Sep 2021 Sep 2021

Yearly Returns

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

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Year Stocks/Bonds 60/40 with Bitcoin Portfolio Merrill Lynch Edge Select Moderately Aggressive Portfolio
2022
-12.42% -12.51%
2021
+15.60% +12.88%
2020
+21.52% +16.02%
2019
+23.43% +22.30%
2018
-4.56% -5.68%
2017
+39.33% +18.60%
2016
+11.03% +8.18%
2015
+1.17% -1.40%
2014
+8.50% +6.31%
2013
+142.67% +16.88%
2012
+14.56% +13.59%
2011
+33.12% -0.71%
2010
+19.66% +13.09%
2009
+18.47% +26.40%
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