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
| 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
| 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 |
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.
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.
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.
| 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% |