Last Update: 28 February 2021

The Total Bond Developed World Portfolio obtained a 4.57% compound annual return, with a 3.11% 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 Developed World 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 +4.57% +4.61%
Std Dev 3.11% 3.49%
Max Drawdown -4.25% -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 Developed World Portfolio -1.66 -1.93 -0.36 -0.30 +4.39 +3.44 +4.57 +5.11
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 Developed World Portfolio Merrill Lynch Edge Select Conservative Portfolio
2021
-2.28% -0.25%
2020
+4.65% +6.74%
2019
+7.87% +11.07%
2018
+2.81% -1.01%
2017
+2.40% +6.67%
2016
+4.61% +4.67%
2015
+1.19% -0.16%
2014
+8.74% +4.82%
2013
-0.81% +5.12%
2012
+9.54% +6.74%
2011
+8.60% +3.69%
2010
+8.53% +7.47%
2009
+15.30% +10.64%
2008
-2.35% -5.32%
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