Last Update: 28 February 2021

The Total Bond US Portfolio obtained a 3.44% compound annual return, with a 3.28% standard deviation, in the last 10 years.

The Merrill Lynch Edge Select Conservative Portfolio obtained a 4.61% compound annual return, with a 3.49% standard deviation, in the last 10 years.

Summary

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Total Bond US Portfolio Merrill Lynch Edge Select Conservative Portfolio
Risk Low Low
Asset Allocation Stocks 0% 21%
Fixed Income 100% 79%
Commodities 0% 0%
10 Years Stats Return +3.44% +4.61%
Std Dev 3.28% 3.49%
Max Drawdown -4.01% -4.57%

Last Update: 28 February 2021

Historical Returns

The examinated historical serie starts from January 2008

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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) MAX(*)
Total Bond US Portfolio -1.55 -2.25 -1.71 +1.40 +5.35 +3.52 +3.44 +3.90
Merrill Lynch Edge Select Conservative Portfolio -0.01 +0.97 +3.00 +7.01 +5.62 +5.53 +4.61 +4.53
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 2008.

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Year Total Bond US Portfolio Merrill Lynch Edge Select Conservative Portfolio
2021
-2.40% -0.25%
2020
+7.71% +6.74%
2019
+8.83% +11.07%
2018
-0.12% -1.01%
2017
+3.57% +6.67%
2016
+2.52% +4.67%
2015
+0.56% -0.16%
2014
+5.82% +4.82%
2013
-2.10% +5.12%
2012
+3.16% +6.74%
2011
+7.92% +3.69%
2010
+6.20% +7.47%
2009
+3.64% +10.64%
2008
+6.86% -5.32%
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