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 Moderately Conservative Portfolio obtained a 6.51% compound annual return, with a 6.73% standard deviation, in the last 30 Years.
Summary
| Gold Portfolio | Merrill Lynch Edge Select Moderately Conservative Portfolio | ||
|---|---|---|---|
| Risk | Very High | Medium | |
| Asset Allocation | Stocks | 0% | 37% |
| Fixed Income | 0% | 63% | |
| Commodities | 100% | 0% | |
| 30 Years Stats | Return | +5.37% | +6.51% |
| Std Dev | 15.53% | 6.73% | |
| Max Drawdown | -42.91% | -20.48% | |
Last Update: 31 May 2023
Historical Returns as of May 31, 2023
Comparison period starts from January 1985
| 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 Moderately Conservative Portfolio | -0.52 | +2.64 | -0.21 | +3.84 | +4.72 | +6.51 | +8.18 |
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 Moderately Conservative Portfolio: an investment of 1000$, since June 1993, now would be worth 6641.89$, with a total return of 564.19% (6.51% 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 Moderately Conservative Portfolio: an investment of 1000$, since January 1985, now would be worth 20503.92$, with a total return of 1950.39% (8.18% annualized).
Drawdowns
Drawdown comparison chart since May 1993.
Gold Portfolio |
Merrill Lynch Edge Select Moderately Conservative Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -42.91% | Sep 2011 | Dec 2015 | |||
| -37.17% | Feb 1996 | Aug 1999 | |||
| -25.83% | Mar 2008 | Oct 2008 | |||
| -20.48% | Nov 2007 | Feb 2009 | |||
| -18.53% | Jan 2022 | Sep 2022 | |||
| -18.08% | Aug 2020 | Oct 2022 | |||
| -11.51% | Aug 1993 | Sep 1993 | |||
| -8.64% | Dec 2004 | May 2005 | |||
| -8.63% | May 2006 | Sep 2006 | |||
| -8.37% | Dec 2009 | Jan 2010 | |||
| -8.31% | Apr 2004 | Apr 2004 | |||
| -7.78% | Feb 2020 | Mar 2020 | |||
| -6.38% | Jan 2011 | Jan 2011 | |||
| -6.14% | Feb 2001 | Sep 2002 | |||
| -5.80% | Jun 2011 | Sep 2011 | |||
| -5.22% | Jun 2009 | Jun 2009 | |||
| -5.18% | Feb 1994 | Mar 1994 | |||
| -5.09% | Jul 2010 | Jul 2010 | |||
| -5.01% | Jul 1998 | Aug 1998 | |||
| -4.90% | Jan 2004 | Feb 2004 | |||
Drawdown comparison chart since January 1985.
Gold Portfolio |
Merrill Lynch Edge Select Moderately Conservative Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -48.26% | Dec 1987 | Aug 1999 | |||
| -42.91% | Sep 2011 | Dec 2015 | |||
| -25.83% | Mar 2008 | Oct 2008 | |||
| -20.48% | Nov 2007 | Feb 2009 | |||
| -18.53% | Jan 2022 | Sep 2022 | |||
| -18.08% | Aug 2020 | Oct 2022 | |||
| -10.69% | Sep 1987 | Nov 1987 | |||
| -8.63% | May 2006 | Sep 2006 | |||
| -8.37% | Dec 2009 | Jan 2010 | |||
| -8.14% | Oct 1986 | Dec 1986 | |||
| -7.78% | Feb 2020 | Mar 2020 | |||
| -7.56% | Aug 1990 | Sep 1990 | |||
| -6.67% | Jan 1985 | Feb 1985 | |||
| -6.38% | Jan 2011 | Jan 2011 | |||
| -6.14% | Feb 2001 | Sep 2002 | |||
| -5.80% | Jun 2011 | Sep 2011 | |||
| -5.22% | Jun 2009 | Jun 2009 | |||
| -5.18% | Feb 1994 | Mar 1994 | |||
| -5.15% | Jan 1990 | Apr 1990 | |||
| -5.09% | Jul 2010 | Jul 2010 | |||
Yearly Returns
Yearly return comparison. Common historical serie start from January 1985.
| Year | Gold Portfolio | Merrill Lynch Edge Select Moderately Conservative Portfolio |
|---|---|---|
| 2023 |
+7.47% | +5.29% |
| 2022 |
-0.77% | -14.91% |
| 2021 |
-4.15% | +6.44% |
| 2020 |
+24.81% | +11.65% |
| 2019 |
+17.86% | +16.41% |
| 2018 |
-1.94% | -2.89% |
| 2017 |
+12.81% | +11.44% |
| 2016 |
+8.03% | +6.14% |
| 2015 |
-10.67% | -0.48% |
| 2014 |
-2.19% | +6.29% |
| 2013 |
-28.33% | +8.82% |
| 2012 |
+6.60% | +9.99% |
| 2011 |
+9.57% | +3.41% |
| 2010 |
+29.27% | +10.48% |
| 2009 |
+24.03% | +17.30% |
| 2008 |
+4.92% | -11.92% |
| 2007 |
+30.45% | +6.98% |
| 2006 |
+22.55% | +9.60% |
| 2005 |
+17.76% | +5.47% |
| 2004 |
+4.65% | +8.54% |
| 2003 |
+19.89% | +16.19% |
| 2002 |
+25.57% | -0.79% |
| 2001 |
+0.75% | +0.35% |
| 2000 |
-5.44% | +2.03% |
| 1999 |
+0.85% | +9.63% |
| 1998 |
-0.83% | +13.94% |
| 1997 |
-21.41% | +12.19% |
| 1996 |
-4.59% | +9.06% |
| 1995 |
+0.98% | +21.86% |
| 1994 |
-2.17% | -1.15% |
| 1993 |
+17.68% | +15.17% |
| 1992 |
-5.73% | +6.09% |
| 1991 |
-8.56% | +24.65% |
| 1990 |
-3.11% | +1.69% |
| 1989 |
-2.84% | +19.80% |
| 1988 |
-15.26% | +12.42% |
| 1987 |
+24.53% | +3.90% |
| 1986 |
+18.96% | +19.56% |
| 1985 |
+6.00% | +27.56% |
