Last Update: 31 October 2021

The Developed World ex-US 60/40 Momentum Portfolio obtained a 8.41% compound annual return, with a 8.08% standard deviation, in the last 5 Years.

The Merrill Lynch Edge Select Moderately Aggressive Portfolio obtained a 12.53% compound annual return, with a 10.52% standard deviation, in the last 5 Years.

Summary

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Developed World ex-US 60/40 Momentum Portfolio Merrill Lynch Edge Select Moderately Aggressive Portfolio
Risk High High
Asset Allocation Stocks 60% 69%
Fixed Income 40% 31%
Commodities 0% 0%
5 Years Stats Return +8.41% +12.53%
Std Dev 8.08% 10.52%
Max Drawdown -10.53% -14.28%

Last Update: 31 October 2021

Historical Returns

Comparison period starts from February 2015

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1M 3M 6M 1Y 5Y(*) MAX(*)
Developed World ex-US 60/40 Momentum Portfolio +2.84 +0.53 +1.92 +13.11 +8.41 +6.37
Merrill Lynch Edge Select Moderately Aggressive Portfolio +3.77 +2.13 +5.10 +25.36 +12.53 +10.00
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from February 2015.

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Year Developed World ex-US 60/40 Momentum Portfolio Merrill Lynch Edge Select Moderately Aggressive Portfolio
2021
+3.15% +11.68%
2020
+15.15% +16.02%
2019
+17.85% +22.30%
2018
-7.45% -5.68%
2017
+16.24% +18.60%
2016
+2.13% +8.18%
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