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

Time Range:

Drawdowns

Time Range:

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%
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