Last Update: 30 June 2024
The Merrill Lynch Edge Select Aggressive Portfolio obtained a 8.68% compound annual return, with a 13.26% standard deviation, in the last 30 Years.
The Stocks/Bonds 80/20 Portfolio obtained a 9.67% compound annual return, with a 12.52% standard deviation, in the last 30 Years.
Summary
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| Merrill Lynch Edge Select Aggressive Portfolio | Stocks/Bonds 80/20 Portfolio | ||
|---|---|---|---|
| Portfolio Risk | Very High | Very High | |
| Asset Allocation | Stocks | 84% | 80% |
| Fixed Income | 16% | 20% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +8.68% | +9.67% |
| Std Dev | 13.26% | 12.52% | |
| Max Drawdown | -45.65% | -41.09% | |
| All time Stats (Since Jan 1985) |
Return | +10.53% | +10.43% |
| Std Dev | 13.36% | 12.59% | |
| Max Drawdown | -45.65% | -41.09% | |
| Last Update: 30 June 2024 | |||
Historical Returns as of Jun 30, 2024
Comparison period starts from January 1985
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| 1M | 6M | 1Y | 5Y | 10Y | 30Y | MAX | |
|---|---|---|---|---|---|---|---|
| Merrill Lynch Edge Select Aggressive Portfolio | +2.20 | +9.34 | +17.09 | +10.00 | +8.51 | +8.68 | +10.53 |
| Stocks/Bonds 80/20 Portfolio | +2.68 | +10.74 | +19.13 | +11.29 | +10.02 | +9.67 | +10.43 |
| Return over 1 year are annualized. |
Capital Growth as of Jun 30, 2024
Merrill Lynch Edge Select Aggressive Portfolio: an investment of 1$, since July 1994,
now would be worth 12.15$, with a total return of 1115.19%
(8.68% annualized).
Stocks/Bonds 80/20 Portfolio: an investment of 1$, since July 1994, now would be worth 15.97$, with a total return of 1496.63% (9.67% annualized).
Stocks/Bonds 80/20 Portfolio: an investment of 1$, since July 1994, now would be worth 15.97$, with a total return of 1496.63% (9.67% annualized).
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Merrill Lynch Edge Select Aggressive Portfolio: an investment of 1$, since January 1985,
now would be worth 52.22$, with a total return of 5122.31%
(10.53% annualized).
Stocks/Bonds 80/20 Portfolio: an investment of 1$, since January 1985, now would be worth 50.26$, with a total return of 4926.42% (10.43% annualized).
Stocks/Bonds 80/20 Portfolio: an investment of 1$, since January 1985, now would be worth 50.26$, with a total return of 4926.42% (10.43% annualized).
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Drawdowns
Drawdown comparison chart since July 1994.
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|
Merrill Lynch Edge Select Aggressive Portfolio
|
Stocks/Bonds 80/20 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 | |||||
| -41.09% | Nov 2007 | Feb 2009 (16) | Jan 2011 (39) | 19.37 | |||||
| -33.96% | Apr 2000 | Sep 2002 (30) | Nov 2004 (56) | 18.03 | |||||
| -33.33% | Sep 2000 | Sep 2002 (25) | Jul 2005 (59) | 17.37 | |||||
| -23.81% | Jan 2022 | Sep 2022 (9) | Feb 2024 (26) | 11.92 | |||||
| -22.75% | Jan 2022 | Sep 2022 (9) | Jan 2024 (25) | 12.23 | |||||
| -17.64% | Jan 2020 | Mar 2020 (3) | Jul 2020 (7) | 7.92 | |||||
| -16.85% | May 2011 | Sep 2011 (5) | Mar 2012 (11) | 7.50 | |||||
| -16.53% | Feb 2020 | Mar 2020 (2) | Jul 2020 (6) | 7.42 | |||||
| -13.97% | May 1998 | Aug 1998 (4) | Nov 1998 (7) | 6.38 | |||||
| -13.95% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 7.01 | |||||
| -13.35% | May 2011 | Sep 2011 (5) | Feb 2012 (10) | 5.69 | |||||
| -11.32% | Oct 2018 | Dec 2018 (3) | Apr 2019 (7) | 5.24 | |||||
| -11.27% | Oct 2018 | Dec 2018 (3) | Apr 2019 (7) | 5.43 | |||||
| -10.51% | Jun 2015 | Feb 2016 (9) | Jul 2016 (14) | 5.56 | |||||
| -7.41% | Apr 2012 | May 2012 (2) | Sep 2012 (6) | 3.38 | |||||
| -7.05% | Jun 2015 | Sep 2015 (4) | May 2016 (12) | 3.70 | |||||
| -6.90% | Apr 2000 | May 2000 (2) | Aug 2000 (5) | 4.02 | |||||
| -6.20% | Aug 1997 | Oct 1997 (3) | Feb 1998 (7) | 3.62 | |||||
| -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
|
Stocks/Bonds 80/20 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 | |||||
| -41.09% | Nov 2007 | Feb 2009 (16) | Jan 2011 (39) | 19.37 | |||||
| -33.96% | Apr 2000 | Sep 2002 (30) | Nov 2004 (56) | 18.03 | |||||
| -33.33% | Sep 2000 | Sep 2002 (25) | Jul 2005 (59) | 17.37 | |||||
| -24.55% | Sep 1987 | Nov 1987 (3) | Apr 1989 (20) | 12.14 | |||||
| -23.81% | Jan 2022 | Sep 2022 (9) | Feb 2024 (26) | 11.92 | |||||
| -22.86% | Sep 1987 | Nov 1987 (3) | Jan 1989 (17) | 11.68 | |||||
| -22.75% | Jan 2022 | Sep 2022 (9) | Jan 2024 (25) | 12.23 | |||||
| -17.64% | Jan 2020 | Mar 2020 (3) | Jul 2020 (7) | 7.92 | |||||
| -16.85% | May 2011 | Sep 2011 (5) | Mar 2012 (11) | 7.50 | |||||
| -16.53% | Feb 2020 | Mar 2020 (2) | Jul 2020 (6) | 7.42 | |||||
| -15.96% | Aug 1990 | Sep 1990 (2) | Feb 1991 (7) | 9.08 | |||||
| -13.97% | May 1998 | Aug 1998 (4) | Nov 1998 (7) | 6.38 | |||||
| -13.95% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 7.01 | |||||
| -13.35% | May 2011 | Sep 2011 (5) | Feb 2012 (10) | 5.69 | |||||
| -12.23% | Jun 1990 | Oct 1990 (5) | Feb 1991 (9) | 6.59 | |||||
| -11.32% | Oct 2018 | Dec 2018 (3) | Apr 2019 (7) | 5.24 | |||||
| -11.27% | Oct 2018 | Dec 2018 (3) | Apr 2019 (7) | 5.43 | |||||
| -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.
The highlighted returns represent the highest values for that specific year.
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| Year | Return | Drawdown | Return | Drawdown |
|---|---|---|---|---|
| 2024 |
+9.34%
|
-3.19% |
+10.74%
|
-3.99% |
| 2023 |
+21.47%
|
-8.85% |
+21.92%
|
-8.32% |
| 2022 |
-17.87%
|
-23.81% |
-18.23%
|
-22.75% |
| 2021 |
+15.74%
|
-3.70% |
+20.16%
|
-3.88% |
| 2020 |
+17.62%
|
-17.64% |
+18.36%
|
-16.53% |
| 2019 |
+24.61%
|
-5.32% |
+26.30%
|
-4.97% |
| 2018 |
-6.88%
|
-11.27% |
-4.19%
|
-11.32% |
| 2017 |
+21.70%
|
0.00% |
+17.68%
|
0.00% |
| 2016 |
+9.21%
|
-4.97% |
+10.77%
|
-4.34% |
| 2015 |
-1.81%
|
-9.34% |
+0.40%
|
-7.05% |
| 2014 |
+6.27%
|
-3.59% |
+11.20%
|
-2.23% |
| 2013 |
+20.62%
|
-2.29% |
+26.34%
|
-2.66% |
| 2012 |
+15.28%
|
-7.41% |
+13.79%
|
-5.21% |
| 2011 |
-2.72%
|
-16.85% |
+2.36%
|
-13.35% |
| 2010 |
+14.37%
|
-10.38% |
+15.18%
|
-10.23% |
| 2009 |
+30.72%
|
-15.46% |
+23.84%
|
-14.71% |
| 2008 |
-32.45%
|
-35.23% |
-28.21%
|
-30.13% |
| 2007 |
+10.67%
|
-4.82% |
+5.68%
|
-4.17% |
| 2006 |
+16.89%
|
-3.81% |
+13.41%
|
-2.63% |
| 2005 |
+9.86%
|
-4.16% |
+5.53%
|
-3.41% |
| 2004 |
+13.59%
|
-3.69% |
+11.08%
|
-2.95% |
| 2003 |
+30.43%
|
-3.69% |
+25.40%
|
-3.13% |
| 2002 |
-14.01%
|
-20.65% |
-14.73%
|
-20.47% |
| 2001 |
-9.00%
|
-19.93% |
-7.09%
|
-17.69% |
| 2000 |
-8.67%
|
-12.07% |
-6.18%
|
-12.05% |
| 1999 |
+23.19%
|
-2.88% |
+18.90%
|
-5.12% |
| 1998 |
+18.05%
|
-13.97% |
+20.33%
|
-13.95% |
| 1997 |
+17.27%
|
-6.20% |
+26.68%
|
-3.85% |
| 1996 |
+15.00%
|
-3.98% |
+17.49%
|
-4.78% |
| 1995 |
+23.68%
|
-0.91% |
+32.26%
|
-0.70% |
| 1994 |
+0.50%
|
-7.08% |
-0.67%
|
-6.95% |
| 1993 |
+21.88%
|
-3.14% |
+10.44%
|
-2.06% |
| 1992 |
+3.09%
|
-3.48% |
+8.71%
|
-2.02% |
| 1991 |
+34.86%
|
-4.62% |
+28.96%
|
-3.69% |
| 1990 |
-6.03%
|
-15.96% |
-3.13%
|
-12.23% |
| 1989 |
+30.19%
|
-2.36% |
+25.22%
|
-2.00% |
| 1988 |
+18.97%
|
-3.56% |
+15.32%
|
-2.84% |
| 1987 |
+4.52%
|
-22.86% |
+2.40%
|
-24.55% |
| 1986 |
+25.81%
|
-5.82% |
+14.68%
|
-6.76% |
| 1985 |
+34.45%
|
-2.58% |
+29.47%
|
-3.45% |
