Frank Armstrong Ideal Index vs Merrill Lynch Edge Select Moderately Aggressive 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 Moderately Aggressive Portfolio obtained a 7.77% compound annual return, with a 11.04% standard deviation, in the last 30 Years.

Summary

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Frank Armstrong Ideal Index Portfolio Merrill Lynch Edge Select Moderately Aggressive Portfolio
Risk High High
Asset Allocation Stocks 70% 69%
Fixed Income 30% 31%
Commodities 0% 0%
30 Years Stats Return +6.58% +7.77%
Std Dev 10.60% 11.04%
Max Drawdown -40.11% -38.23%

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 Moderately Aggressive Portfolio -0.32 +3.45 +0.93 +5.97 +7.10 +7.77 +9.67
(*) 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 Moderately Aggressive Portfolio: an investment of 1000$, since June 1993, now would be worth 9443.03$, with a total return of 844.30% (7.77% 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 Moderately Aggressive Portfolio: an investment of 1000$, since January 1985, now would be worth 34692.50$, with a total return of 3369.25% (9.67% annualized).

Drawdowns

Drawdown comparison chart since May 1993.

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Frank Armstrong Ideal Index Portfolio
Merrill Lynch Edge Select Moderately Aggressive Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-40.11% Nov 2007 Feb 2009
-38.23% Nov 2007 Feb 2009
-25.60% Sep 2000 Sep 2002
-22.31% 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
-14.29% Jan 2020 Mar 2020
-13.38% May 2011 Sep 2011
-12.21% May 1998 Aug 1998
-10.89% May 1998 Aug 1998
-9.48% Sep 2018 Dec 2018
-9.25% Oct 2018 Dec 2018
-8.72% Jun 2015 Feb 2016
-8.54% Jun 2015 Feb 2016
-6.49% Feb 1994 Mar 1994
-5.96% Apr 2012 May 2012
-5.59% Sep 2000 Nov 2000
-5.14% Aug 1997 Aug 1997

Drawdown comparison chart since January 1985.

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Frank Armstrong Ideal Index Portfolio
Merrill Lynch Edge Select Moderately Aggressive Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-40.11% Nov 2007 Feb 2009
-38.23% Nov 2007 Feb 2009
-25.60% Sep 2000 Sep 2002
-22.31% Jan 2022 Sep 2022
-19.36% Sep 1987 Nov 1987
-18.25% Jan 2022 Sep 2022
-17.16% Jan 2020 Mar 2020
-16.33% Feb 2001 Sep 2002
-15.51% May 2011 Sep 2011
-14.90% Sep 1987 Nov 1987
-14.74% Jan 1990 Sep 1990
-14.29% Jan 2020 Mar 2020
-13.38% May 2011 Sep 2011
-13.23% Aug 1990 Sep 1990
-12.21% May 1998 Aug 1998
-10.89% May 1998 Aug 1998
-9.48% Sep 2018 Dec 2018
-9.25% Oct 2018 Dec 2018
-8.72% Jun 2015 Feb 2016
-8.54% Jun 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 Moderately Aggressive Portfolio
2023
 +1.79% +7.26%
2022
 -11.91% -17.08%
2021
 +13.98% +12.88%
2020
 +6.95% +16.02%
2019
 +17.96% +22.30%
2018
 -6.68% -5.68%
2017
 +13.88% +18.60%
2016
 +9.05% +8.18%
2015
 -1.66% -1.40%
2014
 +4.16% +6.31%
2013
 +16.03% +16.88%
2012
 +12.36% +13.59%
2011
 -2.98% -0.71%
2010
 +13.00% +13.09%
2009
 +21.58% +26.40%
2008
 -24.86% -25.92%
2007
 +5.91% +9.49%
2006
 +17.74% +14.56%
2005
 +8.40% +8.32%
2004
 +14.62% +11.86%
2003
 +26.78% +25.92%
2002
 -7.53% -9.91%
2001
 -3.80% -6.23%
2000
 +2.04% -5.49%
1999
 +13.53% +18.91%
1998
 +8.85% +16.84%
1997
 +12.22% +16.20%
1996
 +11.54% +13.20%
1995
 +16.29% +23.22%
1994
 +1.99% +0.12%
1993
 +17.70% +19.47%
1992
 +3.75% +3.95%
1991
 +20.38% +31.55%
1990
 -9.45% -3.49%
1989
 +15.59% +26.95%
1988
 +17.45% +16.80%
1987
 +10.19% +4.39%
1986
 +28.89% +23.79%
1985
 +31.78% +32.17%