Last Update: 28 February 2021

The Developed World 20/80 Portfolio obtained a 4.92% compound annual return, with a 3.99% 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

Swipe left to see all data
Developed World 20/80 Portfolio Merrill Lynch Edge Select Conservative Portfolio
Risk Low Low
Asset Allocation Stocks 20% 21%
Fixed Income 80% 79%
Commodities 0% 0%
10 Years Stats Return +4.92% +4.61%
Std Dev 3.99% 3.49%
Max Drawdown -5.98% -4.57%

Last Update: 28 February 2021

Historical Returns

The examinated historical serie starts from January 2008

Swipe left to see all data
1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) MAX(*)
Developed World 20/80 Portfolio -0.84 -0.09 +2.76 +4.13 +4.76 +4.98 +4.92 +4.97
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.

Swipe left to see all data
Year Developed World 20/80 Portfolio Merrill Lynch Edge Select Conservative Portfolio
2021
-1.49% -0.25%
2020
+5.67% +6.74%
2019
+10.82% +11.07%
2018
-0.71% -1.01%
2017
+7.20% +6.67%
2016
+4.23% +4.67%
2015
+0.88% -0.16%
2014
+5.80% +4.82%
2013
+3.72% +5.12%
2012
+11.34% +6.74%
2011
+4.42% +3.69%
2010
+8.49% +7.47%
2009
+17.74% +10.64%
2008
-10.01% -5.32%
Share this page