Last Update: 28 February 2021
The Developed World 40/60 Portfolio obtained a 5.18% compound annual return, with a 6.33% standard deviation, in the last 10 years.
The Merrill Lynch Edge Select Moderately Conservative Portfolio obtained a 6.69% compound annual return, with a 5.86% standard deviation, in the last 10 years.
Summary
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| Developed World 40/60 Portfolio | Merrill Lynch Edge Select Moderately Conservative Portfolio | ||
|---|---|---|---|
| Risk | Medium | Medium | |
| Asset Allocation | Stocks | 40% | 37% |
| Fixed Income | 60% | 63% | |
| Commodities | 0% | 0% | |
| 10 Years Stats | Return | +5.18% | +6.69% |
| Std Dev | 6.33% | 5.86% | |
| Max Drawdown | -9.83% | -7.78% | |
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(*) | |
|---|---|---|---|---|---|---|---|---|
| Developed World 40/60 Portfolio | -0.02 | +1.76 | +5.99 | +8.81 | +5.06 | +6.46 | +5.18 | +4.69 |
| Merrill Lynch Edge Select Moderately Conservative Portfolio | +0.13 | +1.84 | +4.76 | +13.06 | +8.20 | +8.56 | +6.69 | +6.27 |
(*) annualized
Capital Growth
Drawdowns
Yearly Returns
Yearly return comparison. Common historical serie start from January 2008.
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| Year | Developed World 40/60 Portfolio | Merrill Lynch Edge Select Moderately Conservative Portfolio |
|---|---|---|
| 2021 |
-0.69% | -0.21% |
| 2020 |
+6.69% | +11.65% |
| 2019 |
+13.77% | +16.41% |
| 2018 |
-4.22% | -2.89% |
| 2017 |
+12.01% | +11.44% |
| 2016 |
+3.84% | +6.14% |
| 2015 |
+0.56% | -0.48% |
| 2014 |
+2.85% | +6.29% |
| 2013 |
+8.25% | +8.82% |
| 2012 |
+13.14% | +9.99% |
| 2011 |
+0.24% | +3.41% |
| 2010 |
+8.45% | +10.48% |
| 2009 |
+20.17% | +17.30% |
| 2008 |
-17.67% | -11.92% |