Merrill Lynch Edge Select Aggressive vs Dedalo Invest Dedalo Four 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 Dedalo Invest Dedalo Four Portfolio obtained a 8.71% compound annual return, with a 12.39% standard deviation, in the last 30 Years.

Summary

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Merrill Lynch Edge Select Aggressive Portfolio Dedalo Invest Dedalo Four Portfolio
Portfolio Risk Very High Very High
Asset Allocation Stocks 84% 80%
Fixed Income 16% 20%
Commodities 0% 0%
30 Years Stats Return +8.63% +8.71%
Std Dev 13.23% 12.39%
Max Drawdown -45.65% -43.94%
All time Stats
(Since Jan 1985)
Return +10.52% +9.95%
Std Dev 13.37% 12.50%
Max Drawdown -45.65% -43.94%
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
Dedalo Invest Dedalo Four Portfolio +2.63 +18.90 +22.49 +10.68 +9.45 +8.71 +9.95
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).

Dedalo Invest Dedalo Four Portfolio: an investment of 1$, since April 1994, now would be worth 12.24$, with a total return of 1123.95% (8.71% 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).

Dedalo Invest Dedalo Four Portfolio: an investment of 1$, since January 1985, now would be worth 41.38$, with a total return of 4038.32% (9.95% annualized).

Drawdowns

Drawdown comparison chart since April 1994.

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Merrill Lynch Edge Select Aggressive Portfolio
Dedalo Invest Dedalo Four 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
-43.94% Nov 2007 Feb 2009 (16) Apr 2011 (42) 20.64
-33.96% Apr 2000 Sep 2002 (30) Nov 2004 (56) 18.03
-33.87% Apr 2000 Sep 2002 (30) Jul 2005 (64) 17.15
-23.81% Jan 2022 Sep 2022 (9) Feb 2024 (26) 11.92
-22.61% Jan 2022 Sep 2022 (9) Jan 2024 (25) 11.91
-17.64% Jan 2020 Mar 2020 (3) Jul 2020 (7) 7.92
-17.08% Jan 2020 Mar 2020 (3) Jul 2020 (7) 7.46
-16.85% May 2011 Sep 2011 (5) Mar 2012 (11) 7.50
-14.59% May 2011 Sep 2011 (5) Feb 2012 (10) 6.53
-13.97% May 1998 Aug 1998 (4) Nov 1998 (7) 6.38
-13.02% Jul 1998 Aug 1998 (2) Nov 1998 (5) 6.38
-11.27% Oct 2018 Dec 2018 (3) Apr 2019 (7) 5.43
-10.89% Oct 2018 Dec 2018 (3) Apr 2019 (7) 5.05
-10.51% Jun 2015 Feb 2016 (9) Jul 2016 (14) 5.56
-7.84% Jun 2015 Sep 2015 (4) Jun 2016 (13) 4.16
-7.41% Apr 2012 May 2012 (2) Sep 2012 (6) 3.38
-6.20% Aug 1997 Oct 1997 (3) Feb 1998 (7) 3.62
-6.06% Apr 2012 May 2012 (2) Aug 2012 (5) 2.81
-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
Dedalo Invest Dedalo Four 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
-43.94% Nov 2007 Feb 2009 (16) Apr 2011 (42) 20.64
-33.96% Apr 2000 Sep 2002 (30) Nov 2004 (56) 18.03
-33.87% Apr 2000 Sep 2002 (30) Jul 2005 (64) 17.15
-23.81% Jan 2022 Sep 2022 (9) Feb 2024 (26) 11.92
-23.64% Sep 1987 Nov 1987 (3) Apr 1989 (20) 11.25
-22.86% Sep 1987 Nov 1987 (3) Jan 1989 (17) 11.68
-22.61% Jan 2022 Sep 2022 (9) Jan 2024 (25) 11.91
-17.64% Jan 2020 Mar 2020 (3) Jul 2020 (7) 7.92
-17.08% Jan 2020 Mar 2020 (3) Jul 2020 (7) 7.46
-16.85% May 2011 Sep 2011 (5) Mar 2012 (11) 7.50
-15.96% Aug 1990 Sep 1990 (2) Feb 1991 (7) 9.08
-14.59% May 2011 Sep 2011 (5) Feb 2012 (10) 6.53
-13.97% May 1998 Aug 1998 (4) Nov 1998 (7) 6.38
-13.47% Jan 1990 Sep 1990 (9) Feb 1991 (14) 6.79
-13.02% Jul 1998 Aug 1998 (2) Nov 1998 (5) 6.38
-11.27% Oct 2018 Dec 2018 (3) Apr 2019 (7) 5.43
-10.89% Oct 2018 Dec 2018 (3) Apr 2019 (7) 5.05
-10.51% Jun 2015 Feb 2016 (9) Jul 2016 (14) 5.56
-8.72% Jan 1990 Apr 1990 (4) Jun 1990 (6) 5.23

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%
+7.21%
0.00%
2023
+21.48%
-8.85%
+21.59%
-7.93%
2022
-17.87%
-23.81%
-17.79%
-22.61%
2021
+15.74%
-3.70%
+18.23%
-3.79%
2020
+17.62%
-17.64%
+16.65%
-17.08%
2019
+24.61%
-5.32%
+25.15%
-4.94%
2018
-6.88%
-11.27%
-4.75%
-10.89%
2017
+21.70%
0.00%
+18.27%
0.00%
2016
+9.21%
-4.97%
+10.11%
-4.36%
2015
-1.81%
-9.34%
-0.03%
-7.84%
2014
+6.27%
-3.59%
+9.57%
-2.57%
2013
+20.62%
-2.29%
+23.97%
-2.47%
2012
+15.28%
-7.41%
+15.24%
-6.06%
2011
-2.72%
-16.85%
+0.38%
-14.59%
2010
+14.37%
-10.38%
+14.56%
-9.97%
2009
+30.72%
-15.46%
+27.11%
-14.50%
2008
-32.45%
-35.23%
-31.69%
-33.57%
2007
+10.67%
-4.82%
+6.36%
-4.00%
2006
+16.89%
-3.81%
+13.92%
-2.83%
2005
+9.86%
-4.16%
+6.67%
-3.03%
2004
+13.59%
-3.69%
+11.58%
-2.89%
2003
+30.43%
-3.69%
+25.61%
-3.07%
2002
-14.01%
-20.65%
-14.53%
-20.29%
2001
-9.00%
-19.93%
-8.18%
-18.23%
2000
-8.67%
-12.07%
-7.75%
-11.63%
1999
+23.19%
-2.88%
+19.40%
-4.12%
1998
+18.05%
-13.97%
+21.20%
-13.02%
1997
+17.27%
-6.20%
+19.31%
-3.98%
1996
+15.00%
-3.98%
+15.19%
-3.83%
1995
+23.68%
-0.91%
+28.15%
-0.80%
1994
+0.50%
-7.08%
-0.84%
-6.74%
1993
+21.88%
-3.14%
+14.65%
-2.25%
1992
+3.09%
-3.48%
+5.71%
-3.01%
1991
+34.86%
-4.62%
+26.33%
-4.18%
1990
-6.03%
-15.96%
-6.56%
-13.47%
1989
+30.19%
-2.36%
+21.48%
-2.05%
1988
+18.97%
-3.56%
+16.58%
-2.92%
1987
+4.52%
-22.86%
+6.29%
-23.64%
1986
+25.81%
-5.82%
+21.95%
-6.19%
1985
+34.45%
-2.58%
+32.60%
-2.61%