iShares Lifepath Fund vs Merrill Lynch Edge Select Moderately Conservative Portfolio Comparison

Last Update: 30 April 2023

The iShares Lifepath Fund Portfolio obtained a 6.45% compound annual return, with a 6.88% standard deviation, in the last 30 Years.

The Merrill Lynch Edge Select Moderately Conservative Portfolio obtained a 6.57% compound annual return, with a 6.73% standard deviation, in the last 30 Years.

Summary

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iShares Lifepath Fund Portfolio Merrill Lynch Edge Select Moderately Conservative Portfolio
Risk Medium Medium
Asset Allocation Stocks 40.42% 37%
Fixed Income 59.58% 63%
Commodities 0% 0%
30 Years Stats Return +6.45% +6.57%
Std Dev 6.88% 6.73%
Max Drawdown -21.23% -20.48%

Last Update: 30 April 2023

Historical Returns as of Apr 30, 2023

Comparison period starts from January 1985

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
iShares Lifepath Fund Portfolio +0.78 +8.10 +0.14 +4.14 +4.61 +6.45 +8.04
Merrill Lynch Edge Select Moderately Conservative Portfolio +0.70 +8.50 +1.02 +4.12 +4.66 +6.57 +8.21
(*) Returns over 1 year are annualized

Capital Growth as of Apr 30, 2023

iShares Lifepath Fund Portfolio: an investment of 1000$, since May 1993, now would be worth 6520.41$, with a total return of 552.04% (6.45% annualized).

Merrill Lynch Edge Select Moderately Conservative Portfolio: an investment of 1000$, since May 1993, now would be worth 6751.89$, with a total return of 575.19% (6.57% annualized).

iShares Lifepath Fund Portfolio: an investment of 1000$, since January 1985, now would be worth 19360.79$, with a total return of 1836.08% (8.04% annualized).

Merrill Lynch Edge Select Moderately Conservative Portfolio: an investment of 1000$, since January 1985, now would be worth 20610.67$, with a total return of 1961.07% (8.21% annualized).

Drawdowns

Drawdown comparison chart since April 1993.

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iShares Lifepath Fund Portfolio
Merrill Lynch Edge Select Moderately Conservative Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-21.23% Nov 2007 Feb 2009
-20.48% Nov 2007 Feb 2009
-18.92% Jan 2022 Sep 2022
-18.53% Jan 2022 Sep 2022
-8.33% Feb 2020 Mar 2020
-7.78% Feb 2020 Mar 2020
-7.15% Feb 2001 Sep 2002
-6.14% Feb 2001 Sep 2002
-5.80% Jun 2011 Sep 2011
-5.64% May 2011 Sep 2011
-5.36% Jul 1998 Aug 1998
-5.27% Sep 2018 Dec 2018
-5.18% Feb 1994 Mar 1994
-5.01% Jul 1998 Aug 1998
-4.89% Feb 1994 Jun 1994
-4.75% Sep 2018 Dec 2018
-4.45% May 2015 Sep 2015
-4.35% May 2015 Jan 2016
-3.83% May 2010 Jun 2010
-3.51% Sep 2000 Nov 2000

Drawdown comparison chart since January 1985.

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iShares Lifepath Fund Portfolio
Merrill Lynch Edge Select Moderately Conservative Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-21.23% Nov 2007 Feb 2009
-20.48% Nov 2007 Feb 2009
-18.92% Jan 2022 Sep 2022
-18.53% Jan 2022 Sep 2022
-10.86% Sep 1987 Nov 1987
-10.69% Sep 1987 Nov 1987
-8.33% Feb 2020 Mar 2020
-7.78% Feb 2020 Mar 2020
-7.56% Aug 1990 Sep 1990
-7.15% Feb 2001 Sep 2002
-7.10% Aug 1990 Sep 1990
-6.14% Feb 2001 Sep 2002
-5.80% Jun 2011 Sep 2011
-5.78% Jan 1990 Apr 1990
-5.64% May 2011 Sep 2011
-5.36% Jul 1998 Aug 1998
-5.27% Sep 2018 Dec 2018
-5.18% Feb 1994 Mar 1994
-5.15% Jan 1990 Apr 1990
-5.01% Jul 1998 Aug 1998

Yearly Returns

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

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Year iShares Lifepath Fund Portfolio Merrill Lynch Edge Select Moderately Conservative Portfolio
2023
 +5.41% +5.84%
2022
 -15.14% -14.91%
2021
 +8.05% +6.44%
2020
 +11.47% +11.65%
2019
 +16.20% +16.41%
2018
 -3.49% -2.89%
2017
 +11.24% +11.44%
2016
 +6.11% +6.14%
2015
 -0.37% -0.48%
2014
 +6.00% +6.29%
2013
 +9.07% +8.82%
2012
 +9.09% +9.99%
2011
 +3.66% +3.41%
2010
 +10.07% +10.48%
2009
 +15.04% +17.30%
2008
 -12.05% -11.92%
2007
 +7.94% +6.98%
2006
 +10.06% +9.60%
2005
 +5.27% +5.47%
2004
 +9.19% +8.54%
2003
 +16.31% +16.19%
2002
 -1.88% -0.79%
2001
 -0.13% +0.35%
2000
 +3.22% +2.03%
1999
 +8.91% +9.63%
1998
 +13.44% +13.94%
1997
 +14.26% +12.19%
1996
 +8.55% +9.06%
1995
 +21.33% +21.86%
1994
 -0.37% -1.15%
1993
 +13.45% +15.17%
1992
 +4.84% +6.09%
1991
 +19.41% +24.65%
1990
 +0.16% +1.69%
1989
 +17.85% +19.80%
1988
 +12.45% +12.42%
1987
 +5.68% +3.90%
1986
 +22.44% +19.56%
1985
 +28.90% +27.56%