Gold vs Merrill Lynch Edge Select Moderately Conservative Portfolio Comparison

Last Update: 29 February 2024

The Gold Portfolio obtained a 5.46% compound annual return, with a 15.44% standard deviation, in the last 30 Years.

The Merrill Lynch Edge Select Moderately Conservative Portfolio obtained a 6.56% compound annual return, with a 6.85% standard deviation, in the last 30 Years.

Summary

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Gold Portfolio Merrill Lynch Edge Select Moderately Conservative Portfolio
Portfolio Risk Very High Medium
Asset Allocation Stocks 0% 37%
Fixed Income 0% 63%
Commodities 100% 0%
30 Years Stats Return +5.46% +6.56%
Std Dev 15.44% 6.85%
Max Drawdown -42.91% -20.48%
All time Stats
(Since Jan 1985)
Return +4.73% +8.25%
Std Dev 15.06% 7.13%
Max Drawdown -48.26% -20.48%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1985

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1M 6M 1Y 5Y 10Y 30Y MAX
Gold Portfolio +0.46 +5.16 +11.50 +8.83 +4.02 +5.46 +4.73
Merrill Lynch Edge Select Moderately Conservative Portfolio +0.97 +6.31 +12.49 +5.11 +4.92 +6.56 +8.25
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Gold Portfolio: an investment of 1$, since March 1994, now would be worth 4.93$, with a total return of 393.44% (5.46% annualized).

Merrill Lynch Edge Select Moderately Conservative Portfolio: an investment of 1$, since March 1994, now would be worth 6.73$, with a total return of 572.74% (6.56% annualized).

Gold Portfolio: an investment of 1$, since January 1985, now would be worth 6.11$, with a total return of 510.68% (4.73% annualized).

Merrill Lynch Edge Select Moderately Conservative Portfolio: an investment of 1$, since January 1985, now would be worth 22.34$, with a total return of 2133.83% (8.25% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Gold Portfolio
Merrill Lynch Edge Select Moderately Conservative Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-42.91% Sep 2011 Dec 2015 (52) Jul 2020 (107) 28.29
-37.17% Feb 1996 Aug 1999 (43) Dec 2003 (95) 24.75
-25.83% Mar 2008 Oct 2008 (8) May 2009 (15) 10.74
-20.48% Nov 2007 Feb 2009 (16) Nov 2009 (25) 9.59
-18.53% Jan 2022 Sep 2022 (9) In progress (26) 10.42
-18.08% Aug 2020 Oct 2022 (27) Nov 2023 (40) 8.45
-8.64% Dec 2004 May 2005 (6) Sep 2005 (10) 5.30
-8.63% May 2006 Sep 2006 (5) Feb 2007 (10) 4.31
-8.37% Dec 2009 Jan 2010 (2) May 2010 (6) 5.13
-8.31% Apr 2004 Apr 2004 (1) Oct 2004 (7) 5.49
-7.78% Feb 2020 Mar 2020 (2) Jun 2020 (5) 3.56
-6.38% Jan 2011 Jan 2011 (1) Mar 2011 (3) 3.21
-6.14% Feb 2001 Sep 2002 (20) Apr 2003 (27) 3.29
-5.80% Jun 2011 Sep 2011 (4) Jan 2012 (8) 2.34
-5.22% Jun 2009 Jun 2009 (1) Sep 2009 (4) 2.98
-5.09% Jul 2010 Jul 2010 (1) Aug 2010 (2) 2.94
-5.05% Oct 1994 Jan 1995 (4) Jan 1996 (16) 2.75
-5.01% Jul 1998 Aug 1998 (2) Oct 1998 (4) 2.36
-4.90% Jan 2004 Feb 2004 (2) Mar 2004 (3) 3.15
-4.75% Sep 2018 Dec 2018 (4) Feb 2019 (6) 2.52

Drawdown comparison chart since January 1985.

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Gold Portfolio
Merrill Lynch Edge Select Moderately Conservative Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-48.26% Dec 1987 Aug 1999 (141) Dec 2005 (217) 29.64
-42.91% Sep 2011 Dec 2015 (52) Jul 2020 (107) 28.29
-25.83% Mar 2008 Oct 2008 (8) May 2009 (15) 10.74
-20.48% Nov 2007 Feb 2009 (16) Nov 2009 (25) 9.59
-18.53% Jan 2022 Sep 2022 (9) In progress (26) 10.42
-18.08% Aug 2020 Oct 2022 (27) Nov 2023 (40) 8.45
-10.69% Sep 1987 Nov 1987 (3) Sep 1988 (13) 4.76
-8.63% May 2006 Sep 2006 (5) Feb 2007 (10) 4.31
-8.37% Dec 2009 Jan 2010 (2) May 2010 (6) 5.13
-8.14% Oct 1986 Dec 1986 (3) Apr 1987 (7) 5.04
-7.78% Feb 2020 Mar 2020 (2) Jun 2020 (5) 3.56
-7.56% Aug 1990 Sep 1990 (2) Jan 1991 (6) 4.14
-6.67% Jan 1985 Feb 1985 (2) Mar 1985 (3) 3.34
-6.38% Jan 2011 Jan 2011 (1) Mar 2011 (3) 3.21
-6.14% Feb 2001 Sep 2002 (20) Apr 2003 (27) 3.29
-5.80% Jun 2011 Sep 2011 (4) Jan 2012 (8) 2.34
-5.22% Jun 2009 Jun 2009 (1) Sep 2009 (4) 2.98
-5.18% Feb 1994 Mar 1994 (2) Mar 1995 (14) 3.41
-5.15% Jan 1990 Apr 1990 (4) May 1990 (5) 3.28
-5.09% Jul 2010 Jul 2010 (1) Aug 2010 (2) 2.94

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
-0.97%
-1.42%
+0.89%
-0.08%
2023
+12.69%
-7.22%
+13.70%
-6.23%
2022
-0.77%
-15.91%
-14.91%
-18.53%
2021
-4.15%
-10.32%
+6.44%
-2.24%
2020
+24.81%
-10.12%
+11.65%
-7.78%
2019
+17.86%
-4.10%
+16.41%
-1.82%
2018
-1.94%
-11.66%
-2.89%
-4.75%
2017
+12.81%
-4.09%
+11.44%
0.00%
2016
+8.03%
-15.02%
+6.14%
-1.87%
2015
-10.67%
-17.81%
-0.48%
-4.33%
2014
-2.19%
-12.44%
+6.29%
-1.64%
2013
-28.33%
-28.33%
+8.82%
-3.06%
2012
+6.60%
-10.45%
+9.99%
-2.86%
2011
+9.57%
-14.48%
+3.41%
-5.80%
2010
+29.27%
-5.09%
+10.48%
-3.50%
2009
+24.03%
-7.20%
+17.30%
-8.37%
2008
+4.92%
-25.83%
-11.92%
-16.14%
2007
+30.45%
-4.20%
+6.98%
-1.47%
2006
+22.55%
-8.63%
+9.60%
-1.69%
2005
+17.76%
-4.91%
+5.47%
-1.53%
2004
+4.65%
-8.31%
+8.54%
-2.54%
2003
+19.89%
-8.88%
+16.19%
-1.02%
2002
+25.57%
-6.72%
-0.79%
-4.95%
2001
+0.75%
-6.10%
+0.35%
-5.56%
2000
-5.44%
-9.93%
+2.03%
-3.51%
1999
+0.85%
-11.47%
+9.63%
-2.17%
1998
-0.83%
-12.01%
+13.94%
-5.01%
1997
-21.41%
-21.41%
+12.19%
-3.09%
1996
-4.59%
-8.95%
+9.06%
-1.42%
1995
+0.98%
-2.46%
+21.86%
0.00%
1994
-2.17%
-3.91%
-1.15%
-5.18%
1993
+17.68%
-11.51%
+15.17%
-1.67%
1992
-5.73%
-6.97%
+6.09%
-2.25%
1991
-8.56%
-10.05%
+24.65%
-2.13%
1990
-3.11%
-15.14%
+1.69%
-7.56%
1989
-2.84%
-12.30%
+19.80%
-0.51%
1988
-15.26%
-18.05%
+12.42%
-1.76%
1987
+24.53%
-1.97%
+3.90%
-10.69%
1986
+18.96%
-8.14%
+19.56%
-3.61%
1985
+6.00%
-6.67%
+27.56%
-0.71%