Gold vs Merrill Lynch Edge Select Moderate Portfolio Comparison

Last Update: 31 May 2023

The Gold Portfolio obtained a 5.37% compound annual return, with a 15.53% 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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Gold Portfolio Merrill Lynch Edge Select Moderate Portfolio
Risk Very High High
Asset Allocation Stocks 0% 53%
Fixed Income 0% 47%
Commodities 100% 0%
30 Years Stats Return +5.37% +7.18%
Std Dev 15.53% 8.84%
Max Drawdown -42.91% -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(*)
Gold Portfolio -1.34 +10.62 +6.53 +8.17 +3.13 +5.37 +4.72
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

Gold Portfolio: an investment of 1000$, since June 1993, now would be worth 4803.84$, with a total return of 380.38% (5.37% 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).

Gold Portfolio: an investment of 1000$, since January 1985, now would be worth 5881.31$, with a total return of 488.13% (4.72% 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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Gold Portfolio
Merrill Lynch Edge Select Moderate Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-42.91% Sep 2011 Dec 2015
-37.17% Feb 1996 Aug 1999
-29.58% Nov 2007 Feb 2009
-25.83% Mar 2008 Oct 2008
-20.56% Jan 2022 Sep 2022
-18.08% Aug 2020 Oct 2022
-15.42% Sep 2000 Sep 2002
-11.51% Aug 1993 Sep 1993
-10.96% Feb 2020 Mar 2020
-9.65% May 2011 Sep 2011
-8.64% Dec 2004 May 2005
-8.63% May 2006 Sep 2006
-8.37% Dec 2009 Jan 2010
-8.31% Apr 2004 Apr 2004
-7.97% Jul 1998 Aug 1998
-7.17% Sep 2018 Dec 2018
-6.44% May 2015 Feb 2016
-6.38% Jan 2011 Jan 2011
-5.89% May 2010 Jun 2010
-5.84% Feb 1994 Mar 1994

Drawdown comparison chart since January 1985.

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Gold Portfolio
Merrill Lynch Edge Select Moderate Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-48.26% Dec 1987 Aug 1999
-42.91% Sep 2011 Dec 2015
-29.58% Nov 2007 Feb 2009
-25.83% Mar 2008 Oct 2008
-20.56% Jan 2022 Sep 2022
-18.08% Aug 2020 Oct 2022
-15.42% Sep 2000 Sep 2002
-15.26% Sep 1987 Nov 1987
-10.96% Feb 2020 Mar 2020
-10.40% Aug 1990 Sep 1990
-9.65% May 2011 Sep 2011
-8.63% May 2006 Sep 2006
-8.37% Dec 2009 Jan 2010
-8.14% Oct 1986 Dec 1986
-7.97% Jul 1998 Aug 1998
-7.17% Sep 2018 Dec 2018
-6.67% Jan 1985 Feb 1985
-6.44% May 2015 Feb 2016
-6.38% Jan 2011 Jan 2011
-6.36% Jan 1990 Apr 1990

Yearly Returns

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

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Year Gold Portfolio Merrill Lynch Edge Select Moderate Portfolio
2023
 +7.47% +6.13%
2022
 -0.77% -16.06%
2021
 -4.15% +9.66%
2020
 +24.81% +13.88%
2019
 +17.86% +19.44%
2018
 -1.94% -4.47%
2017
 +12.81% +15.00%
2016
 +8.03% +7.31%
2015
 -10.67% -1.02%
2014
 -2.19% +6.15%
2013
 -28.33% +12.89%
2012
 +6.60% +11.74%
2011
 +9.57% +1.36%
2010
 +29.27% +11.88%
2009
 +24.03% +21.52%
2008
 +4.92% -18.62%
2007
 +30.45% +8.20%
2006
 +22.55% +12.10%
2005
 +17.76% +6.80%
2004
 +4.65% +10.27%
2003
 +19.89% +21.24%
2002
 +25.57% -5.21%
2001
 +0.75% -2.83%
2000
 -5.44% -1.46%
1999
 +0.85% +14.10%
1998
 -0.83% +14.87%
1997
 -21.41% +14.53%
1996
 -4.59% +10.99%
1995
 +0.98% +22.46%
1994
 -2.17% -0.46%
1993
 +17.68% +17.25%
1992
 -5.73% +4.97%
1991
 -8.56% +28.12%
1990
 -3.11% -1.02%
1989
 -2.84% +23.35%
1988
 -15.26% +14.65%
1987
 +24.53% +4.00%
1986
 +18.96% +21.58%
1985
 +6.00% +29.83%