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
Drawdowns
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% |