Alexander Green Gone Fishin' vs Merrill Lynch Edge Select Moderately Aggressive Portfolio Comparison

Last Update: 29 February 2024

The Alexander Green Gone Fishin' Portfolio obtained a 7.31% compound annual return, with a 12.06% standard deviation, in the last 30 Years.

The Merrill Lynch Edge Select Moderately Aggressive Portfolio obtained a 7.90% compound annual return, with a 11.14% standard deviation, in the last 30 Years.

Summary

Swipe left to see all data
Alexander Green Gone Fishin' Portfolio Merrill Lynch Edge Select Moderately Aggressive Portfolio
Portfolio Risk High High
Asset Allocation Stocks 65% 69%
Fixed Income 30% 31%
Commodities 5% 0%
30 Years Stats Return +7.31% +7.90%
Std Dev 12.06% 11.14%
Max Drawdown -43.02% -38.23%
All time Stats
(Since Jan 1985)
Return +9.48% +9.85%
Std Dev 12.07% 11.32%
Max Drawdown -43.02% -38.23%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1985

Swipe left to see all data
1M 6M 1Y 5Y 10Y 30Y MAX
Alexander Green Gone Fishin' Portfolio +2.17 +6.60 +10.83 +5.93 +5.52 +7.31 +9.48
Merrill Lynch Edge Select Moderately Aggressive Portfolio +2.88 +9.00 +18.64 +8.49 +7.43 +7.90 +9.85
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Alexander Green Gone Fishin' Portfolio: an investment of 1$, since March 1994, now would be worth 8.31$, with a total return of 731.37% (7.31% annualized).

Merrill Lynch Edge Select Moderately Aggressive Portfolio: an investment of 1$, since March 1994, now would be worth 9.79$, with a total return of 878.97% (7.90% annualized).

Alexander Green Gone Fishin' Portfolio: an investment of 1$, since January 1985, now would be worth 34.68$, with a total return of 3368.00% (9.48% annualized).

Merrill Lynch Edge Select Moderately Aggressive Portfolio: an investment of 1$, since January 1985, now would be worth 39.63$, with a total return of 3863.37% (9.85% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

Swipe left to see all data
Alexander Green Gone Fishin' Portfolio
Merrill Lynch Edge Select Moderately Aggressive Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-43.02% Nov 2007 Feb 2009 (16) Dec 2010 (38) 19.52
-38.23% Nov 2007 Feb 2009 (16) Dec 2010 (38) 17.26
-25.60% Sep 2000 Sep 2002 (25) Jan 2004 (41) 14.73
-22.31% Jan 2022 Sep 2022 (9) Feb 2024 (26) 11.50
-21.98% Jan 2022 Sep 2022 (9) In progress (26) 11.62
-17.18% Jan 2020 Mar 2020 (3) Aug 2020 (8) 7.88
-16.22% May 1998 Aug 1998 (4) Apr 1999 (12) 6.69
-15.69% Sep 2000 Sep 2002 (25) Aug 2003 (36) 8.92
-15.05% May 2011 Sep 2011 (5) Sep 2012 (17) 5.61
-14.29% Jan 2020 Mar 2020 (3) Jul 2020 (7) 6.16
-13.38% May 2011 Sep 2011 (5) Feb 2012 (10) 5.95
-10.89% May 1998 Aug 1998 (4) Nov 1998 (7) 4.77
-9.95% May 2015 Jan 2016 (9) Jul 2016 (15) 5.34
-9.79% Feb 2018 Dec 2018 (11) Apr 2019 (15) 3.82
-9.25% Oct 2018 Dec 2018 (3) Apr 2019 (7) 4.42
-8.54% Jun 2015 Feb 2016 (9) Jul 2016 (14) 4.52
-6.10% Apr 2000 May 2000 (2) Aug 2000 (5) 3.24
-5.96% Apr 2012 May 2012 (2) Sep 2012 (6) 2.60
-5.84% Sep 1994 Jan 1995 (5) Apr 1995 (8) 3.25
-5.14% Aug 1997 Aug 1997 (1) Feb 1998 (7) 2.83

Drawdown comparison chart since January 1985.

Swipe left to see all data
Alexander Green Gone Fishin' Portfolio
Merrill Lynch Edge Select Moderately Aggressive Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-43.02% Nov 2007 Feb 2009 (16) Dec 2010 (38) 19.52
-38.23% Nov 2007 Feb 2009 (16) Dec 2010 (38) 17.26
-25.60% Sep 2000 Sep 2002 (25) Jan 2004 (41) 14.73
-22.31% Jan 2022 Sep 2022 (9) Feb 2024 (26) 11.50
-21.98% Jan 2022 Sep 2022 (9) In progress (26) 11.62
-19.36% Sep 1987 Nov 1987 (3) Jan 1989 (17) 9.38
-18.93% Sep 1987 Nov 1987 (3) Jan 1989 (17) 9.48
-17.18% Jan 2020 Mar 2020 (3) Aug 2020 (8) 7.88
-16.22% May 1998 Aug 1998 (4) Apr 1999 (12) 6.69
-15.69% Sep 2000 Sep 2002 (25) Aug 2003 (36) 8.92
-15.45% Aug 1990 Sep 1990 (2) Feb 1991 (7) 9.51
-15.05% May 2011 Sep 2011 (5) Sep 2012 (17) 5.61
-14.29% Jan 2020 Mar 2020 (3) Jul 2020 (7) 6.16
-13.38% May 2011 Sep 2011 (5) Feb 2012 (10) 5.95
-13.23% Aug 1990 Sep 1990 (2) Feb 1991 (7) 7.33
-10.89% May 1998 Aug 1998 (4) Nov 1998 (7) 4.77
-9.95% May 2015 Jan 2016 (9) Jul 2016 (15) 5.34
-9.79% Feb 2018 Dec 2018 (11) Apr 2019 (15) 3.82
-9.25% Oct 2018 Dec 2018 (3) Apr 2019 (7) 4.42
-8.54% Jun 2015 Feb 2016 (9) Jul 2016 (14) 4.52

Yearly Returns

For each year, the following table provides the return and intra-year drawdown.
The highlighted returns represent the highest values for that specific year.
Swipe left to see all data
Year Return Drawdown Return Drawdown
2024
+0.68%
-1.46%
+2.76%
-0.11%
2023
+13.45%
-9.00%
+19.24%
-8.08%
2022
-15.58%
-21.98%
-17.08%
-22.31%
2021
+11.58%
-2.98%
+12.88%
-3.28%
2020
+12.37%
-17.18%
+16.02%
-14.29%
2019
+19.76%
-4.09%
+22.30%
-4.24%
2018
-7.32%
-9.79%
-5.68%
-9.25%
2017
+16.62%
0.00%
+18.60%
0.00%
2016
+10.50%
-3.34%
+8.18%
-3.80%
2015
-3.07%
-8.79%
-1.40%
-7.75%
2014
+3.43%
-4.02%
+6.31%
-2.65%
2013
+13.26%
-3.99%
+16.88%
-2.57%
2012
+13.95%
-6.38%
+13.59%
-5.96%
2011
-1.05%
-15.05%
-0.71%
-13.38%
2010
+16.13%
-8.77%
+13.09%
-8.24%
2009
+29.72%
-15.87%
+26.40%
-13.32%
2008
-28.75%
-34.82%
-25.92%
-29.30%
2007
+8.90%
-4.95%
+9.49%
-3.81%
2006
+16.96%
-3.73%
+14.56%
-3.15%
2005
+12.08%
-4.01%
+8.32%
-3.32%
2004
+15.76%
-5.09%
+11.86%
-3.19%
2003
+31.54%
-3.02%
+25.92%
-2.76%
2002
-4.17%
-14.14%
-9.91%
-15.72%
2001
-2.20%
-12.57%
-6.23%
-15.50%
2000
-4.37%
-9.26%
-5.49%
-9.00%
1999
+21.54%
-2.85%
+18.91%
-2.47%
1998
+5.75%
-16.22%
+16.84%
-10.89%
1997
+8.91%
-5.14%
+16.20%
-5.14%
1996
+11.89%
-4.35%
+13.20%
-3.20%
1995
+18.66%
-1.90%
+23.22%
-0.43%
1994
-2.38%
-7.67%
+0.12%
-6.49%
1993
+30.92%
-3.31%
+19.47%
-2.68%
1992
+3.63%
-2.99%
+3.95%
-3.09%
1991
+33.42%
-3.66%
+31.55%
-3.84%
1990
-8.26%
-15.45%
-3.49%
-13.23%
1989
+25.58%
-2.55%
+26.95%
-1.61%
1988
+16.97%
-2.94%
+16.80%
-3.01%
1987
+1.97%
-18.93%
+4.39%
-19.36%
1986
+25.77%
-3.25%
+23.79%
-5.19%
1985
+31.99%
-1.97%
+32.17%
-2.00%