Merrill Lynch Edge Select Aggressive vs Warren Buffett Portfolio Comparison

Last Update: 29 February 2024

The Merrill Lynch Edge Select Aggressive Portfolio obtained a 8.37% compound annual return, with a 13.26% standard deviation, in the last 30 Years.

The Warren Buffett Portfolio obtained a 9.85% compound annual return, with a 13.66% standard deviation, in the last 30 Years.

Summary

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Merrill Lynch Edge Select Aggressive Portfolio Warren Buffett Portfolio
Portfolio Risk Very High Very High
Asset Allocation Stocks 84% 90%
Fixed Income 16% 10%
Commodities 0% 0%
30 Years Stats Return +8.37% +9.85%
Std Dev 13.26% 13.66%
Max Drawdown -45.65% -45.52%
All time Stats
(Since Jan 1985)
Return +10.47% +10.97%
Std Dev 13.38% 13.81%
Max Drawdown -45.65% -45.52%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1985

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1M 6M 1Y 5Y 10Y 30Y MAX
Merrill Lynch Edge Select Aggressive Portfolio +3.75 +10.09 +21.04 +9.83 +8.46 +8.37 +10.47
Warren Buffett Portfolio +4.68 +13.07 +28.34 +13.39 +11.45 +9.85 +10.97
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Merrill Lynch Edge Select Aggressive Portfolio: an investment of 1$, since March 1994, now would be worth 11.14$, with a total return of 1014.30% (8.37% annualized).

Warren Buffett Portfolio: an investment of 1$, since March 1994, now would be worth 16.76$, with a total return of 1576.23% (9.85% annualized).

Merrill Lynch Edge Select Aggressive Portfolio: an investment of 1$, since January 1985, now would be worth 49.45$, with a total return of 4844.96% (10.47% annualized).

Warren Buffett Portfolio: an investment of 1$, since January 1985, now would be worth 59.04$, with a total return of 5803.63% (10.97% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Merrill Lynch Edge Select Aggressive Portfolio
Warren Buffett 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
-45.52% Nov 2007 Feb 2009 (16) Apr 2011 (42) 22.14
-39.67% Sep 2000 Sep 2002 (25) Sep 2006 (73) 20.20
-33.96% Apr 2000 Sep 2002 (30) Nov 2004 (56) 18.03
-23.81% Jan 2022 Sep 2022 (9) Feb 2024 (26) 11.92
-23.08% Jan 2022 Sep 2022 (9) Dec 2023 (24) 12.17
-17.64% Jan 2020 Mar 2020 (3) Jul 2020 (7) 7.92
-17.49% Feb 2020 Mar 2020 (2) Jul 2020 (6) 7.96
-16.85% May 2011 Sep 2011 (5) Mar 2012 (11) 7.50
-15.04% May 2011 Sep 2011 (5) Feb 2012 (10) 6.55
-13.97% May 1998 Aug 1998 (4) Nov 1998 (7) 6.38
-13.83% Jul 1998 Aug 1998 (2) Nov 1998 (5) 6.74
-12.09% Oct 2018 Dec 2018 (3) Apr 2019 (7) 5.58
-11.27% Oct 2018 Dec 2018 (3) Apr 2019 (7) 5.43
-10.51% Jun 2015 Feb 2016 (9) Jul 2016 (14) 5.56
-7.73% Aug 2015 Sep 2015 (2) May 2016 (10) 4.19
-7.41% Apr 2012 May 2012 (2) Sep 2012 (6) 3.38
-6.20% Aug 1997 Oct 1997 (3) Feb 1998 (7) 3.62
-6.10% Jan 2000 Feb 2000 (2) Mar 2000 (3) 3.81
-6.10% Apr 2012 May 2012 (2) Aug 2012 (5) 2.85

Drawdown comparison chart since January 1985.

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Merrill Lynch Edge Select Aggressive Portfolio
Warren Buffett 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
-45.52% Nov 2007 Feb 2009 (16) Apr 2011 (42) 22.14
-39.67% Sep 2000 Sep 2002 (25) Sep 2006 (73) 20.20
-33.96% Apr 2000 Sep 2002 (30) Nov 2004 (56) 18.03
-27.35% Sep 1987 Nov 1987 (3) May 1989 (21) 14.38
-23.81% Jan 2022 Sep 2022 (9) Feb 2024 (26) 11.92
-23.08% Jan 2022 Sep 2022 (9) Dec 2023 (24) 12.17
-22.86% Sep 1987 Nov 1987 (3) Jan 1989 (17) 11.68
-17.64% Jan 2020 Mar 2020 (3) Jul 2020 (7) 7.92
-17.49% Feb 2020 Mar 2020 (2) Jul 2020 (6) 7.96
-16.85% May 2011 Sep 2011 (5) Mar 2012 (11) 7.50
-15.96% Aug 1990 Sep 1990 (2) Feb 1991 (7) 9.08
-15.04% May 2011 Sep 2011 (5) Feb 2012 (10) 6.55
-13.97% May 1998 Aug 1998 (4) Nov 1998 (7) 6.38
-13.83% Jul 1998 Aug 1998 (2) Nov 1998 (5) 6.74
-12.77% Jun 1990 Oct 1990 (5) Feb 1991 (9) 6.99
-12.09% Oct 2018 Dec 2018 (3) Apr 2019 (7) 5.58
-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
+3.53%
-0.21%
+6.38%
0.00%
2023
+21.48%
-8.85%
+24.87%
-7.55%
2022
-17.87%
-23.81%
-18.29%
-23.08%
2021
+15.74%
-3.70%
+24.59%
-4.32%
2020
+17.62%
-17.64%
+19.19%
-17.49%
2019
+24.61%
-5.32%
+28.46%
-5.73%
2018
-6.88%
-11.27%
-3.84%
-12.09%
2017
+21.70%
0.00%
+19.83%
0.00%
2016
+9.21%
-4.97%
+10.69%
-4.87%
2015
-1.81%
-9.34%
+0.96%
-7.73%
2014
+6.27%
-3.59%
+12.08%
-2.97%
2013
+20.62%
-2.29%
+29.44%
-2.62%
2012
+15.28%
-7.41%
+14.59%
-6.10%
2011
-2.72%
-16.85%
+1.43%
-15.04%
2010
+14.37%
-10.38%
+14.55%
-11.71%
2009
+30.72%
-15.46%
+24.66%
-16.03%
2008
-32.45%
-35.23%
-32.35%
-33.45%
2007
+10.67%
-4.82%
+6.30%
-4.37%
2006
+16.89%
-3.81%
+14.32%
-2.48%
2005
+9.86%
-4.16%
+5.58%
-3.97%
2004
+13.59%
-3.69%
+9.73%
-2.96%
2003
+30.43%
-3.69%
+25.87%
-3.66%
2002
-14.01%
-20.65%
-19.13%
-24.82%
2001
-9.00%
-19.93%
-10.04%
-20.31%
2000
-8.67%
-12.07%
-7.27%
-11.55%
1999
+23.19%
-2.88%
+19.15%
-5.59%
1998
+18.05%
-13.97%
+26.49%
-13.83%
1997
+17.27%
-6.20%
+30.52%
-5.15%
1996
+15.00%
-3.98%
+21.03%
-3.99%
1995
+23.68%
-0.91%
+34.91%
-0.25%
1994
+0.50%
-7.08%
+1.01%
-6.47%
1993
+21.88%
-3.14%
+9.53%
-2.10%
1992
+3.09%
-3.48%
+7.36%
-2.36%
1991
+34.86%
-4.62%
+28.35%
-4.14%
1990
-6.03%
-15.96%
-2.00%
-12.77%
1989
+30.19%
-2.36%
+29.38%
-2.30%
1988
+18.97%
-3.56%
+15.17%
-3.40%
1987
+4.52%
-22.86%
+4.71%
-27.35%
1986
+25.81%
-5.82%
+17.29%
-7.59%
1985
+34.45%
-2.58%
+29.49%
-3.46%