Dynamic 40/60 Income vs Merrill Lynch Edge Select Moderate Portfolio Comparison

Last Update: 30 June 2024

The Dynamic 40/60 Income Portfolio obtained a 7.20% compound annual return, with a 8.12% standard deviation, in the last 30 Years.

The Merrill Lynch Edge Select Moderate Portfolio obtained a 7.52% compound annual return, with a 8.96% standard deviation, in the last 30 Years.

Summary

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Dynamic 40/60 Income Portfolio Merrill Lynch Edge Select Moderate Portfolio
Portfolio Risk Medium High
Asset Allocation Stocks 40% 53%
Fixed Income 60% 47%
Commodities 0% 0%
30 Years Stats Return +7.20% +7.52%
Std Dev 8.12% 8.96%
Max Drawdown -29.84% -29.58%
All time Stats
(Since Jan 1992)		 Return +7.35% +7.54%
Std Dev 7.88% 8.78%
Max Drawdown -29.84% -29.58%
Last Update: 30 June 2024

Historical Returns as of Jun 30, 2024

Comparison period starts from January 1992

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1M 6M 1Y 5Y 10Y 30Y MAX
Dynamic 40/60 Income Portfolio +0.79 +4.44 +10.62 +3.95 +4.39 +7.20 +7.35
Merrill Lynch Edge Select Moderate Portfolio +1.75 +5.81 +12.28 +6.56 +6.16 +7.52 +7.54
Return over 1 year are annualized.

Capital Growth as of Jun 30, 2024

Dynamic 40/60 Income Portfolio: an investment of 1$, since July 1994, now would be worth 8.05$, with a total return of 705.36% (7.20% annualized).

Merrill Lynch Edge Select Moderate Portfolio: an investment of 1$, since July 1994, now would be worth 8.81$, with a total return of 780.98% (7.52% annualized).


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Dynamic 40/60 Income Portfolio: an investment of 1$, since January 1992, now would be worth 10.03$, with a total return of 902.69% (7.35% annualized).

Merrill Lynch Edge Select Moderate Portfolio: an investment of 1$, since January 1992, now would be worth 10.61$, with a total return of 961.22% (7.54% annualized).


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Drawdowns

Drawdown comparison chart since July 1994.


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Dynamic 40/60 Income Portfolio
Merrill Lynch Edge Select Moderate Portfolio
Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index		 Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index
-29.84% Nov 2007 Feb 2009 (16) Dec 2009 (26) 13.01
-29.58% Nov 2007 Feb 2009 (16) Apr 2010 (30) 13.63
-20.56% Jan 2022 Sep 2022 (9) Mar 2024 (27) 10.84
-17.33% Jan 2022 Sep 2022 (9) Jun 2024 (30) 9.75
-15.42% Sep 2000 Sep 2002 (25) Oct 2003 (38) 8.32
-12.42% Feb 2020 Mar 2020 (2) Jul 2020 (6) 5.88
-10.96% Feb 2020 Mar 2020 (2) Jul 2020 (6) 4.84
-9.65% May 2011 Sep 2011 (5) Feb 2012 (10) 3.99
-9.38% May 1998 Aug 1998 (4) Dec 1998 (8) 4.16
-7.97% Jul 1998 Aug 1998 (2) Nov 1998 (5) 3.78
-7.19% Jun 2011 Sep 2011 (4) Jan 2012 (8) 2.89
-7.17% Sep 2018 Dec 2018 (4) Mar 2019 (7) 3.46
-6.73% May 2002 Jul 2002 (3) Jan 2003 (9) 3.81
-6.44% May 2015 Feb 2016 (10) Jun 2016 (14) 3.46
-5.89% May 2010 Jun 2010 (2) Sep 2010 (5) 3.33
-5.09% Oct 2018 Dec 2018 (3) Feb 2019 (5) 2.70
-4.35% Apr 2012 May 2012 (2) Aug 2012 (5) 1.94
-4.13% Sep 2000 Nov 2000 (3) Jan 2001 (5) 2.13
-4.08% Aug 1997 Aug 1997 (1) Jan 1998 (6) 2.09
-4.06% Jun 2015 Sep 2015 (4) Apr 2016 (11) 2.27

Drawdown comparison chart since January 1992.


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Dynamic 40/60 Income Portfolio
Merrill Lynch Edge Select Moderate Portfolio
Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index		 Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index
-29.84% Nov 2007 Feb 2009 (16) Dec 2009 (26) 13.01
-29.58% Nov 2007 Feb 2009 (16) Apr 2010 (30) 13.63
-20.56% Jan 2022 Sep 2022 (9) Mar 2024 (27) 10.84
-17.33% Jan 2022 Sep 2022 (9) Jun 2024 (30) 9.75
-15.42% Sep 2000 Sep 2002 (25) Oct 2003 (38) 8.32
-12.42% Feb 2020 Mar 2020 (2) Jul 2020 (6) 5.88
-10.96% Feb 2020 Mar 2020 (2) Jul 2020 (6) 4.84
-9.65% May 2011 Sep 2011 (5) Feb 2012 (10) 3.99
-9.38% May 1998 Aug 1998 (4) Dec 1998 (8) 4.16
-7.97% Jul 1998 Aug 1998 (2) Nov 1998 (5) 3.78
-7.19% Jun 2011 Sep 2011 (4) Jan 2012 (8) 2.89
-7.17% Sep 2018 Dec 2018 (4) Mar 2019 (7) 3.46
-6.73% May 2002 Jul 2002 (3) Jan 2003 (9) 3.81
-6.44% May 2015 Feb 2016 (10) Jun 2016 (14) 3.46
-5.89% May 2010 Jun 2010 (2) Sep 2010 (5) 3.33
-5.84% Feb 1994 Mar 1994 (2) Mar 1995 (14) 3.45
-5.36% Feb 1994 Jun 1994 (5) Apr 1995 (15) 3.57
-5.09% Oct 2018 Dec 2018 (3) Feb 2019 (5) 2.70
-4.35% Apr 2012 May 2012 (2) Aug 2012 (5) 1.94
-4.13% Sep 2000 Nov 2000 (3) Jan 2001 (5) 2.13

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.
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Year Return Drawdown Return Drawdown
2024
+4.44%
 -2.45%
+5.81%
 -2.94%
2023
+11.97%
 -5.00%
+16.31%
 -7.35%
2022
-14.37%
 -17.33%
-16.06%
 -20.56%
2021
+6.72%
 -1.83%
+9.66%
 -2.75%
2020
+8.28%
 -12.42%
+13.88%
 -10.96%
2019
+15.91%
 -1.51%
+19.44%
 -3.06%
2018
-3.18%
 -5.09%
-4.47%
 -7.17%
2017
+9.18%
 0.00%
+15.00%
 0.00%
2016
+7.53%
 -1.95%
+7.31%
 -2.51%
2015
+0.21%
 -4.06%
-1.02%
 -6.05%
2014
+7.01%
 -1.44%
+6.15%
 -2.15%
2013
+6.13%
 -3.06%
+12.89%
 -2.80%
2012
+12.70%
 -2.72%
+11.74%
 -4.35%
2011
+2.96%
 -7.19%
+1.36%
 -9.65%
2010
+11.25%
 -3.72%
+11.88%
 -5.89%
2009
+22.37%
 -15.04%
+21.52%
 -11.06%
2008
-14.80%
 -23.51%
-18.62%
 -22.60%
2007
+0.88%
 -3.23%
+8.20%
 -2.71%
2006
+9.18%
 -1.29%
+12.10%
 -2.46%
2005
+5.23%
 -1.76%
+6.80%
 -2.45%
2004
+8.41%
 -3.31%
+10.27%
 -2.82%
2003
+21.64%
 -1.30%
+21.24%
 -1.84%
2002
+1.03%
 -6.73%
-5.21%
 -10.16%
2001
+8.71%
 -3.24%
-2.83%
 -10.45%
2000
+3.43%
 -4.13%
-1.46%
 -6.21%
1999
+11.02%
 -2.15%
+14.10%
 -2.41%
1998
+6.04%
 -9.38%
+14.87%
 -7.97%
1997
+16.36%
 -2.49%
+14.53%
 -4.08%
1996
+16.81%
 -1.12%
+10.99%
 -2.45%
1995
+23.17%
 0.00%
+22.46%
 -0.02%
1994
-3.19%
 -5.36%
-0.46%
 -5.84%
1993
+14.73%
 -0.57%
+17.25%
 -2.24%
1992
+12.95%
 -0.70%
+4.97%
 -2.63%