Merrill Lynch Edge Select Aggressive vs Aim Ways Aim Bold Strategy Portfolio Comparison

Last Update: 31 March 2024

The Merrill Lynch Edge Select Aggressive Portfolio obtained a 8.63% compound annual return, with a 13.23% standard deviation, in the last 30 Years.

The Aim Ways Aim Bold Strategy Portfolio obtained a 8.53% compound annual return, with a 9.90% standard deviation, in the last 30 Years.

Summary

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Merrill Lynch Edge Select Aggressive Portfolio Aim Ways Aim Bold Strategy Portfolio
Portfolio Risk Very High High
Asset Allocation Stocks 84% 45%
Fixed Income 16% 40%
Commodities 0% 15%
30 Years Stats Return +8.63% +8.53%
Std Dev 13.23% 9.90%
Max Drawdown -45.65% -30.09%
All time Stats
(Since Jan 1985)
Return +10.52% +9.57%
Std Dev 13.37% 9.65%
Max Drawdown -45.65% -30.09%
Last Update: 31 March 2024

Historical Returns as of Mar 31, 2024

Comparison period starts from January 1985

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1M 6M 1Y 5Y 10Y 30Y MAX
Merrill Lynch Edge Select Aggressive Portfolio +2.65 +17.85 +20.37 +10.10 +8.69 +8.63 +10.52
Aim Ways Aim Bold Strategy Portfolio +2.87 +15.50 +16.67 +8.84 +7.47 +8.53 +9.57
Return over 1 year are annualized.

Capital Growth as of Mar 31, 2024

Merrill Lynch Edge Select Aggressive Portfolio: an investment of 1$, since April 1994, now would be worth 11.99$, with a total return of 1098.96% (8.63% annualized).

Aim Ways Aim Bold Strategy Portfolio: an investment of 1$, since April 1994, now would be worth 11.67$, with a total return of 1066.80% (8.53% annualized).

Merrill Lynch Edge Select Aggressive Portfolio: an investment of 1$, since January 1985, now would be worth 50.76$, with a total return of 4976.06% (10.52% annualized).

Aim Ways Aim Bold Strategy Portfolio: an investment of 1$, since January 1985, now would be worth 36.18$, with a total return of 3518.24% (9.57% annualized).

Drawdowns

Drawdown comparison chart since April 1994.

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Merrill Lynch Edge Select Aggressive Portfolio
Aim Ways Aim Bold Strategy Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-45.65% Nov 2007 Feb 2009 (16) Mar 2011 (41) 21.44
-33.96% Apr 2000 Sep 2002 (30) Nov 2004 (56) 18.03
-30.09% Nov 2007 Feb 2009 (16) Mar 2010 (29) 14.63
-25.79% Apr 2000 Sep 2002 (30) Feb 2004 (47) 15.19
-23.81% Jan 2022 Sep 2022 (9) Feb 2024 (26) 11.92
-20.16% Jan 2022 Sep 2022 (9) Dec 2023 (24) 10.23
-17.64% Jan 2020 Mar 2020 (3) Jul 2020 (7) 7.92
-16.85% May 2011 Sep 2011 (5) Mar 2012 (11) 7.50
-13.97% May 1998 Aug 1998 (4) Nov 1998 (7) 6.38
-11.27% Oct 2018 Dec 2018 (3) Apr 2019 (7) 5.43
-10.73% Feb 2020 Mar 2020 (2) Jun 2020 (5) 4.87
-10.51% Jun 2015 Feb 2016 (9) Jul 2016 (14) 5.56
-8.84% May 2011 Sep 2011 (5) Jan 2012 (9) 3.45
-8.31% Jul 1998 Aug 1998 (2) Oct 1998 (4) 3.88
-7.41% Apr 2012 May 2012 (2) Sep 2012 (6) 3.38
-7.04% Jun 2015 Jan 2016 (8) Jun 2016 (13) 3.88
-6.43% Sep 2018 Dec 2018 (4) Feb 2019 (6) 3.23
-6.20% Aug 1997 Oct 1997 (3) Feb 1998 (7) 3.62
-5.44% Apr 2012 May 2012 (2) Aug 2012 (5) 2.42
-5.32% May 2019 May 2019 (1) Jun 2019 (2) 3.07

Drawdown comparison chart since January 1985.

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Merrill Lynch Edge Select Aggressive Portfolio
Aim Ways Aim Bold Strategy Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-45.65% Nov 2007 Feb 2009 (16) Mar 2011 (41) 21.44
-33.96% Apr 2000 Sep 2002 (30) Nov 2004 (56) 18.03
-30.09% Nov 2007 Feb 2009 (16) Mar 2010 (29) 14.63
-25.79% Apr 2000 Sep 2002 (30) Feb 2004 (47) 15.19
-23.81% Jan 2022 Sep 2022 (9) Feb 2024 (26) 11.92
-22.86% Sep 1987 Nov 1987 (3) Jan 1989 (17) 11.68
-20.16% Jan 2022 Sep 2022 (9) Dec 2023 (24) 10.23
-17.64% Jan 2020 Mar 2020 (3) Jul 2020 (7) 7.92
-16.85% May 2011 Sep 2011 (5) Mar 2012 (11) 7.50
-15.96% Aug 1990 Sep 1990 (2) Feb 1991 (7) 9.08
-14.07% Sep 1987 Nov 1987 (3) Jan 1989 (17) 6.65
-13.97% May 1998 Aug 1998 (4) Nov 1998 (7) 6.38
-11.27% Oct 2018 Dec 2018 (3) Apr 2019 (7) 5.43
-10.73% Feb 2020 Mar 2020 (2) Jun 2020 (5) 4.87
-10.72% Aug 1990 Oct 1990 (3) Feb 1991 (7) 6.70
-10.51% Jun 2015 Feb 2016 (9) Jul 2016 (14) 5.56
-8.84% May 2011 Sep 2011 (5) Jan 2012 (9) 3.45
-8.72% Jan 1990 Apr 1990 (4) Jun 1990 (6) 5.23
-8.31% Jul 1998 Aug 1998 (2) Oct 1998 (4) 3.88
-7.41% Apr 2012 May 2012 (2) Sep 2012 (6) 3.38

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
+6.27%
-0.21%
+4.75%
-0.25%
2023
+21.48%
-8.85%
+20.27%
-5.40%
2022
-17.87%
-23.81%
-15.30%
-20.16%
2021
+15.74%
-3.70%
+9.04%
-3.19%
2020
+17.62%
-17.64%
+17.74%
-10.73%
2019
+24.61%
-5.32%
+20.90%
-3.36%
2018
-6.88%
-11.27%
-3.18%
-6.43%
2017
+21.70%
0.00%
+16.48%
-0.61%
2016
+9.21%
-4.97%
+8.00%
-3.18%
2015
-1.81%
-9.34%
-1.61%
-6.91%
2014
+6.27%
-3.59%
+5.99%
-2.49%
2013
+20.62%
-2.29%
+9.77%
-4.32%
2012
+15.28%
-7.41%
+13.75%
-5.44%
2011
-2.72%
-16.85%
+3.00%
-8.84%
2010
+14.37%
-10.38%
+15.52%
-5.03%
2009
+30.72%
-15.46%
+31.47%
-7.78%
2008
-32.45%
-35.23%
-22.24%
-27.48%
2007
+10.67%
-4.82%
+12.22%
-3.27%
2006
+16.89%
-3.81%
+14.03%
-3.25%
2005
+9.86%
-4.16%
+7.49%
-2.58%
2004
+13.59%
-3.69%
+9.98%
-2.74%
2003
+30.43%
-3.69%
+24.97%
-1.29%
2002
-14.01%
-20.65%
-5.10%
-12.15%
2001
-9.00%
-19.93%
-5.85%
-14.68%
2000
-8.67%
-12.07%
-8.48%
-12.35%
1999
+23.19%
-2.88%
+25.84%
-2.85%
1998
+18.05%
-13.97%
+23.03%
-8.31%
1997
+17.27%
-6.20%
+6.95%
-3.92%
1996
+15.00%
-3.98%
+15.50%
-2.32%
1995
+23.68%
-0.91%
+21.99%
-0.16%
1994
+0.50%
-7.08%
-2.69%
-7.21%
1993
+21.88%
-3.14%
+20.47%
-0.27%
1992
+3.09%
-3.48%
+6.50%
-2.28%
1991
+34.86%
-4.62%
+25.47%
-2.70%
1990
-6.03%
-15.96%
-3.46%
-10.72%
1989
+30.19%
-2.36%
+13.97%
-1.45%
1988
+18.97%
-3.56%
+9.96%
-2.65%
1987
+4.52%
-22.86%
+8.85%
-14.07%
1986
+25.81%
-5.82%
+18.12%
-2.25%
1985
+34.45%
-2.58%
+28.86%
-1.35%