Last Update: 28 February 2021

The Developed World 60/40 Portfolio obtained a 5.35% compound annual return, with a 9.11% standard deviation, in the last 10 years.

The Merrill Lynch Edge Select Moderately Aggressive Portfolio obtained a 8.84% compound annual return, with a 9.99% standard deviation, in the last 10 years.

Summary

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Developed World 60/40 Portfolio Merrill Lynch Edge Select Moderately Aggressive Portfolio
Risk High High
Asset Allocation Stocks 60% 69%
Fixed Income 40% 31%
Commodities 0% 0%
10 Years Stats Return +5.35% +8.84%
Std Dev 9.11% 9.99%
Max Drawdown -14.55% -14.28%

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 60/40 Portfolio +0.79 +3.63 +9.33 +13.76 +5.28 +7.89 +5.35 +4.28
Merrill Lynch Edge Select Moderately Aggressive Portfolio +1.36 +4.89 +9.61 +23.63 +10.53 +12.58 +8.84 +7.35
(*) 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 60/40 Portfolio Merrill Lynch Edge Select Moderately Aggressive Portfolio
2021
+0.10% +1.31%
2020
+7.71% +16.02%
2019
+16.72% +22.30%
2018
-7.73% -5.68%
2017
+16.81% +18.60%
2016
+3.45% +8.18%
2015
+0.25% -1.40%
2014
-0.09% +6.31%
2013
+12.77% +16.88%
2012
+14.95% +13.59%
2011
-3.94% -0.71%
2010
+8.42% +13.09%
2009
+22.61% +26.40%
2008
-25.33% -25.92%
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