Last Update: 28 February 2023
The Vanguard LifeStrategy Moderate Growth Portfolio obtained a 7.07% compound annual return, with a 9.44% standard deviation, in the last 30 Years.
The Merrill Lynch Edge Select Moderate Portfolio obtained a 7.25% compound annual return, with a 8.84% standard deviation, in the last 30 Years.
Summary
| Vanguard LifeStrategy Moderate Growth Portfolio | Merrill Lynch Edge Select Moderate Portfolio | ||
|---|---|---|---|
| Risk | High | High | |
| Asset Allocation | Stocks | 60% | 53% |
| Fixed Income | 40% | 47% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +7.07% | +7.25% |
| Std Dev | 9.44% | 8.84% | |
| Max Drawdown | -33.52% | -29.58% | |
Last Update: 28 February 2023
Historical Returns as of Feb 28, 2023
Comparison period starts from January 1985
| 1M | 6M | 1Y | 5Y(*) | 10Y(*) | 30Y(*) | MAX(*) | |
|---|---|---|---|---|---|---|---|
| Vanguard LifeStrategy Moderate Growth Portfolio | -2.92 | +1.34 | -8.66 | +4.17 | +5.95 | +7.07 | +8.64 |
| Merrill Lynch Edge Select Moderate Portfolio | -3.03 | +0.92 | -8.78 | +4.23 | +5.80 | +7.25 | +8.92 |
Capital Growth as of Feb 28, 2023
Vanguard LifeStrategy Moderate Growth Portfolio: an investment of 1000$, since March 1993, now would be worth 7752.38$, with a total return of 675.24% (7.07% annualized).
Merrill Lynch Edge Select Moderate Portfolio: an investment of 1000$, since March 1993, now would be worth 8156.34$, with a total return of 715.63% (7.25% annualized).
Vanguard LifeStrategy Moderate Growth Portfolio: an investment of 1000$, since January 1985, now would be worth 23670.28$, with a total return of 2267.03% (8.64% annualized).
Merrill Lynch Edge Select Moderate Portfolio: an investment of 1000$, since January 1985, now would be worth 26060.86$, with a total return of 2506.09% (8.92% annualized).
Drawdowns
Drawdown comparison chart since February 1993.
Vanguard LifeStrategy Moderate Growth Portfolio |
Merrill Lynch Edge Select Moderate Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -33.52% | Nov 2007 | Feb 2009 | |||
| -29.58% | Nov 2007 | Feb 2009 | |||
| -20.87% | Apr 2000 | Sep 2002 | |||
| -20.84% | Jan 2022 | Sep 2022 | |||
| -20.56% | Jan 2022 | Sep 2022 | |||
| -15.42% | Sep 2000 | Sep 2002 | |||
| -12.56% | Jan 2020 | Mar 2020 | |||
| -11.06% | May 2011 | Sep 2011 | |||
| -10.96% | Feb 2020 | Mar 2020 | |||
| -9.65% | May 2011 | Sep 2011 | |||
| -8.89% | Jul 1998 | Aug 1998 | |||
| -7.97% | Jul 1998 | Aug 1998 | |||
| -7.60% | Feb 2018 | Dec 2018 | |||
| -7.17% | Sep 2018 | Dec 2018 | |||
| -7.06% | Jun 2015 | Feb 2016 | |||
| -6.44% | May 2015 | Feb 2016 | |||
| -5.89% | May 2010 | Jun 2010 | |||
| -5.84% | Feb 1994 | Mar 1994 | |||
| -5.08% | Apr 2012 | May 2012 | |||
| -4.62% | Feb 1994 | Mar 1994 | |||
Drawdown comparison chart since January 1985.
Vanguard LifeStrategy Moderate Growth Portfolio |
Merrill Lynch Edge Select Moderate Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -33.52% | Nov 2007 | Feb 2009 | |||
| -29.58% | Nov 2007 | Feb 2009 | |||
| -20.87% | Apr 2000 | Sep 2002 | |||
| -20.84% | Jan 2022 | Sep 2022 | |||
| -20.56% | Jan 2022 | Sep 2022 | |||
| -15.42% | Sep 2000 | Sep 2002 | |||
| -15.26% | Sep 1987 | Nov 1987 | |||
| -14.69% | Sep 1987 | Nov 1987 | |||
| -12.56% | Jan 2020 | Mar 2020 | |||
| -11.27% | Jan 1990 | Sep 1990 | |||
| -11.06% | May 2011 | Sep 2011 | |||
| -10.96% | Feb 2020 | Mar 2020 | |||
| -10.40% | Aug 1990 | Sep 1990 | |||
| -9.65% | May 2011 | Sep 2011 | |||
| -8.89% | Jul 1998 | Aug 1998 | |||
| -7.97% | Jul 1998 | Aug 1998 | |||
| -7.60% | Feb 2018 | Dec 2018 | |||
| -7.17% | Sep 2018 | Dec 2018 | |||
| -7.06% | Jun 2015 | Feb 2016 | |||
| -6.44% | May 2015 | Feb 2016 | |||
Yearly Returns
Yearly return comparison. Common historical serie start from January 1985.
| Year | Vanguard LifeStrategy Moderate Growth Portfolio | Merrill Lynch Edge Select Moderate Portfolio |
|---|---|---|
| 2023 |
+2.70% | +2.66% |
| 2022 |
-15.97% | -16.06% |
| 2021 |
+10.43% | +9.66% |
| 2020 |
+12.96% | +13.88% |
| 2019 |
+19.70% | +19.44% |
| 2018 |
-4.98% | -4.47% |
| 2017 |
+15.50% | +15.00% |
| 2016 |
+7.06% | +7.31% |
| 2015 |
-0.72% | -1.02% |
| 2014 |
+6.10% | +6.15% |
| 2013 |
+14.76% | +12.89% |
| 2012 |
+12.49% | +11.74% |
| 2011 |
+0.23% | +1.36% |
| 2010 |
+11.87% | +11.88% |
| 2009 |
+22.28% | +21.52% |
| 2008 |
-22.10% | -18.62% |
| 2007 |
+8.20% | +8.20% |
| 2006 |
+13.59% | +12.10% |
| 2005 |
+7.28% | +6.80% |
| 2004 |
+11.52% | +10.27% |
| 2003 |
+22.34% | +21.24% |
| 2002 |
-7.56% | -5.21% |
| 2001 |
-5.13% | -2.83% |
| 2000 |
-3.26% | -1.46% |
| 1999 |
+15.58% | +14.10% |
| 1998 |
+16.58% | +14.87% |
| 1997 |
+13.04% | +14.53% |
| 1996 |
+10.23% | +10.99% |
| 1995 |
+21.48% | +22.46% |
| 1994 |
+0.66% | -0.46% |
| 1993 |
+15.69% | +17.25% |
| 1992 |
+3.16% | +4.97% |
| 1991 |
+20.78% | +28.12% |
| 1990 |
-4.85% | -1.02% |
| 1989 |
+18.36% | +23.35% |
| 1988 |
+15.51% | +14.65% |
| 1987 |
+9.10% | +4.00% |
| 1986 |
+26.65% | +21.58% |
| 1985 |
+32.63% | +29.83% |
