Frank Armstrong Ideal Index vs Merrill Lynch Edge Select Moderate Portfolio Comparison

Last Update: 31 May 2023

The Frank Armstrong Ideal Index Portfolio obtained a 6.58% compound annual return, with a 10.60% standard deviation, in the last 30 Years.

The Merrill Lynch Edge Select Moderate Portfolio obtained a 7.18% compound annual return, with a 8.84% standard deviation, in the last 30 Years.

Summary

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Frank Armstrong Ideal Index Portfolio Merrill Lynch Edge Select Moderate Portfolio
Risk High High
Asset Allocation Stocks 70% 53%
Fixed Income 30% 47%
Commodities 0% 0%
30 Years Stats Return +6.58% +7.18%
Std Dev 10.60% 8.84%
Max Drawdown -40.11% -29.58%

Last Update: 31 May 2023

Historical Returns as of May 31, 2023

Comparison period starts from January 1985

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
Frank Armstrong Ideal Index Portfolio -2.17 -0.94 -2.80 +3.70 +5.25 +6.58 +8.39
Merrill Lynch Edge Select Moderate Portfolio -0.49 +2.94 +0.22 +4.87 +5.89 +7.18 +8.95
(*) Returns over 1 year are annualized

Capital Growth as of May 31, 2023

Frank Armstrong Ideal Index Portfolio: an investment of 1000$, since June 1993, now would be worth 6770.66$, with a total return of 577.07% (6.58% annualized).

Merrill Lynch Edge Select Moderate Portfolio: an investment of 1000$, since June 1993, now would be worth 8013.36$, with a total return of 701.34% (7.18% annualized).

Frank Armstrong Ideal Index Portfolio: an investment of 1000$, since January 1985, now would be worth 22110.33$, with a total return of 2111.03% (8.39% annualized).

Merrill Lynch Edge Select Moderate Portfolio: an investment of 1000$, since January 1985, now would be worth 26941.09$, with a total return of 2594.11% (8.95% annualized).

Drawdowns

Drawdown comparison chart since May 1993.

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Frank Armstrong Ideal Index Portfolio
Merrill Lynch Edge Select Moderate Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-40.11% Nov 2007 Feb 2009
-29.58% Nov 2007 Feb 2009
-20.56% Jan 2022 Sep 2022
-18.25% Jan 2022 Sep 2022
-17.16% Jan 2020 Mar 2020
-16.33% Feb 2001 Sep 2002
-15.51% May 2011 Sep 2011
-15.42% Sep 2000 Sep 2002
-12.21% May 1998 Aug 1998
-10.96% Feb 2020 Mar 2020
-9.65% May 2011 Sep 2011
-9.48% Sep 2018 Dec 2018
-8.72% Jun 2015 Feb 2016
-7.97% Jul 1998 Aug 1998
-7.17% Sep 2018 Dec 2018
-6.44% May 2015 Feb 2016
-5.89% May 2010 Jun 2010
-5.84% Feb 1994 Mar 1994
-5.59% Sep 2000 Nov 2000
-4.41% Nov 1993 Nov 1993

Drawdown comparison chart since January 1985.

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Frank Armstrong Ideal Index Portfolio
Merrill Lynch Edge Select Moderate Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-40.11% Nov 2007 Feb 2009
-29.58% Nov 2007 Feb 2009
-20.56% Jan 2022 Sep 2022
-18.25% Jan 2022 Sep 2022
-17.16% Jan 2020 Mar 2020
-16.33% Feb 2001 Sep 2002
-15.51% May 2011 Sep 2011
-15.42% Sep 2000 Sep 2002
-15.26% Sep 1987 Nov 1987
-14.90% Sep 1987 Nov 1987
-14.74% Jan 1990 Sep 1990
-12.21% May 1998 Aug 1998
-10.96% Feb 2020 Mar 2020
-10.40% Aug 1990 Sep 1990
-9.65% May 2011 Sep 2011
-9.48% Sep 2018 Dec 2018
-8.72% Jun 2015 Feb 2016
-7.97% Jul 1998 Aug 1998
-7.17% Sep 2018 Dec 2018
-6.44% May 2015 Feb 2016

Yearly Returns

Yearly return comparison. Common historical serie start from January 1985.

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Year Frank Armstrong Ideal Index Portfolio Merrill Lynch Edge Select Moderate Portfolio
2023
 +1.79% +6.13%
2022
 -11.91% -16.06%
2021
 +13.98% +9.66%
2020
 +6.95% +13.88%
2019
 +17.96% +19.44%
2018
 -6.68% -4.47%
2017
 +13.88% +15.00%
2016
 +9.05% +7.31%
2015
 -1.66% -1.02%
2014
 +4.16% +6.15%
2013
 +16.03% +12.89%
2012
 +12.36% +11.74%
2011
 -2.98% +1.36%
2010
 +13.00% +11.88%
2009
 +21.58% +21.52%
2008
 -24.86% -18.62%
2007
 +5.91% +8.20%
2006
 +17.74% +12.10%
2005
 +8.40% +6.80%
2004
 +14.62% +10.27%
2003
 +26.78% +21.24%
2002
 -7.53% -5.21%
2001
 -3.80% -2.83%
2000
 +2.04% -1.46%
1999
 +13.53% +14.10%
1998
 +8.85% +14.87%
1997
 +12.22% +14.53%
1996
 +11.54% +10.99%
1995
 +16.29% +22.46%
1994
 +1.99% -0.46%
1993
 +17.70% +17.25%
1992
 +3.75% +4.97%
1991
 +20.38% +28.12%
1990
 -9.45% -1.02%
1989
 +15.59% +23.35%
1988
 +17.45% +14.65%
1987
 +10.19% +4.00%
1986
 +28.89% +21.58%
1985
 +31.78% +29.83%