Merrill Lynch Edge Select Aggressive vs US Stocks Quality 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 US Stocks Quality Portfolio obtained a 12.01% compound annual return, with a 15.06% standard deviation, in the last 30 Years.

Summary

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Merrill Lynch Edge Select Aggressive Portfolio US Stocks Quality Portfolio
Portfolio Risk Very High Very High
Asset Allocation Stocks 84% 100%
Fixed Income 16% 0%
Commodities 0% 0%
30 Years Stats Return +8.63% +12.01%
Std Dev 13.23% 15.06%
Max Drawdown -45.65% -46.25%
All time Stats
(Since Jan 1985)
Return +10.52% +12.95%
Std Dev 13.37% 15.21%
Max Drawdown -45.65% -46.25%
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
US Stocks Quality Portfolio +2.77 +25.46 +34.18 +14.88 +13.13 +12.01 +12.95
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).

US Stocks Quality Portfolio: an investment of 1$, since April 1994, now would be worth 30.06$, with a total return of 2905.58% (12.01% 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).

US Stocks Quality Portfolio: an investment of 1$, since January 1985, now would be worth 119.17$, with a total return of 11816.69% (12.95% annualized).

Drawdowns

Drawdown comparison chart since April 1994.

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Merrill Lynch Edge Select Aggressive Portfolio
US Stocks Quality Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-46.25% Nov 2007 Feb 2009 (16) Feb 2011 (40) 22.18
-45.65% Nov 2007 Feb 2009 (16) Mar 2011 (41) 21.44
-43.01% Sep 2000 Sep 2002 (25) Jan 2007 (77) 22.99
-33.96% Apr 2000 Sep 2002 (30) Nov 2004 (56) 18.03
-27.78% Jan 2022 Sep 2022 (9) Dec 2023 (24) 13.93
-23.81% Jan 2022 Sep 2022 (9) Feb 2024 (26) 11.92
-19.34% Jan 2020 Mar 2020 (3) Jul 2020 (7) 8.52
-17.64% Jan 2020 Mar 2020 (3) Jul 2020 (7) 7.92
-16.85% May 2011 Sep 2011 (5) Mar 2012 (11) 7.50
-14.61% Oct 2018 Dec 2018 (3) Apr 2019 (7) 6.95
-13.97% May 1998 Aug 1998 (4) Nov 1998 (7) 6.38
-13.90% May 2011 Sep 2011 (5) Jan 2012 (9) 5.71
-12.07% Jul 1998 Aug 1998 (2) Oct 1998 (4) 6.02
-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
-7.19% Apr 2012 May 2012 (2) Sep 2012 (6) 3.24
-6.64% Aug 2015 Sep 2015 (2) Oct 2015 (3) 4.28
-6.58% May 2019 May 2019 (1) Jun 2019 (2) 3.80
-6.45% Sep 2021 Sep 2021 (1) Oct 2021 (2) 3.73

Drawdown comparison chart since January 1985.

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Merrill Lynch Edge Select Aggressive Portfolio
US Stocks Quality Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-46.25% Nov 2007 Feb 2009 (16) Feb 2011 (40) 22.18
-45.65% Nov 2007 Feb 2009 (16) Mar 2011 (41) 21.44
-43.01% Sep 2000 Sep 2002 (25) Jan 2007 (77) 22.99
-33.96% Apr 2000 Sep 2002 (30) Nov 2004 (56) 18.03
-29.94% Sep 1987 Nov 1987 (3) May 1989 (21) 16.21
-27.78% Jan 2022 Sep 2022 (9) Dec 2023 (24) 13.93
-23.81% Jan 2022 Sep 2022 (9) Feb 2024 (26) 11.92
-22.86% Sep 1987 Nov 1987 (3) Jan 1989 (17) 11.68
-19.34% Jan 2020 Mar 2020 (3) Jul 2020 (7) 8.52
-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
-14.61% Oct 2018 Dec 2018 (3) Apr 2019 (7) 6.95
-13.97% May 1998 Aug 1998 (4) Nov 1998 (7) 6.38
-13.90% May 2011 Sep 2011 (5) Jan 2012 (9) 5.71
-12.07% Jul 1998 Aug 1998 (2) Oct 1998 (4) 6.02
-11.84% Aug 1990 Sep 1990 (2) Jan 1991 (6) 7.39
-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.
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Year Return Drawdown Return Drawdown
2024
+6.27%
-0.21%
+11.95%
0.00%
2023
+21.48%
-8.85%
+30.89%
-6.88%
2022
-17.87%
-23.81%
-20.49%
-27.78%
2021
+15.74%
-3.70%
+26.93%
-6.45%
2020
+17.62%
-17.64%
+17.03%
-19.34%
2019
+24.61%
-5.32%
+33.89%
-6.58%
2018
-6.88%
-11.27%
-5.68%
-14.61%
2017
+21.70%
0.00%
+22.27%
-0.04%
2016
+9.21%
-4.97%
+9.21%
-4.62%
2015
-1.81%
-9.34%
+5.46%
-6.64%
2014
+6.27%
-3.59%
+11.62%
-4.19%
2013
+20.62%
-2.29%
+34.11%
-2.85%
2012
+15.28%
-7.41%
+12.59%
-7.19%
2011
-2.72%
-16.85%
+7.32%
-13.90%
2010
+14.37%
-10.38%
+14.04%
-12.90%
2009
+30.72%
-15.46%
+24.74%
-18.35%
2008
-32.45%
-35.23%
-31.36%
-32.42%
2007
+10.67%
-4.82%
+9.91%
-4.10%
2006
+16.89%
-3.81%
+12.62%
-3.30%
2005
+9.86%
-4.16%
+5.28%
-3.71%
2004
+13.59%
-3.69%
+8.51%
-3.83%
2003
+30.43%
-3.69%
+23.58%
-4.72%
2002
-14.01%
-20.65%
-21.34%
-27.87%
2001
-9.00%
-19.93%
-10.47%
-22.22%
2000
-8.67%
-12.07%
-6.78%
-12.22%
1999
+23.19%
-2.88%
+26.24%
-4.34%
1998
+18.05%
-13.97%
+45.30%
-12.07%
1997
+17.27%
-6.20%
+32.95%
-5.23%
1996
+15.00%
-3.98%
+30.34%
-3.76%
1995
+23.68%
-0.91%
+39.91%
-0.17%
1994
+0.50%
-7.08%
+5.81%
-6.09%
1993
+21.88%
-3.14%
-1.84%
-3.85%
1992
+3.09%
-3.48%
+2.36%
-3.83%
1991
+34.86%
-4.62%
+42.31%
-3.57%
1990
-6.03%
-15.96%
+3.83%
-11.84%
1989
+30.19%
-2.36%
+36.63%
-2.05%
1988
+18.97%
-3.56%
+15.66%
-3.85%
1987
+4.52%
-22.86%
+4.18%
-29.94%
1986
+25.81%
-5.82%
+24.86%
-7.56%
1985
+34.45%
-2.58%
+33.09%
-3.58%