Merrill Lynch Edge Select Conservative vs DFA Dimensional Retirement Income Fund Portfolio Comparison

Last Update: 29 February 2024

The Merrill Lynch Edge Select Conservative Portfolio obtained a 5.18% compound annual return, with a 4.27% standard deviation, in the last 30 Years.

The DFA Dimensional Retirement Income Fund Portfolio obtained a 5.44% compound annual return, with a 4.76% standard deviation, in the last 30 Years.

Summary

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Merrill Lynch Edge Select Conservative Portfolio DFA Dimensional Retirement Income Fund Portfolio
Portfolio Risk Low Low
Asset Allocation Stocks 21% 20.4%
Fixed Income 79% 79.6%
Commodities 0% 0%
30 Years Stats Return +5.18% +5.44%
Std Dev 4.27% 4.76%
Max Drawdown -12.44% -12.91%
All time Stats
(Since Jan 1985)
Return +6.64% +6.98%
Std Dev 4.54% 5.15%
Max Drawdown -12.44% -12.91%
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 Conservative Portfolio +0.31 +4.56 +8.31 +3.30 +3.33 +5.18 +6.64
DFA Dimensional Retirement Income Fund Portfolio +0.54 +4.14 +7.57 +4.21 +3.38 +5.44 +6.98
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Merrill Lynch Edge Select Conservative Portfolio: an investment of 1$, since March 1994, now would be worth 4.55$, with a total return of 354.78% (5.18% annualized).

DFA Dimensional Retirement Income Fund Portfolio: an investment of 1$, since March 1994, now would be worth 4.90$, with a total return of 389.52% (5.44% annualized).

Merrill Lynch Edge Select Conservative Portfolio: an investment of 1$, since January 1985, now would be worth 12.38$, with a total return of 1138.31% (6.64% annualized).

DFA Dimensional Retirement Income Fund Portfolio: an investment of 1$, since January 1985, now would be worth 14.04$, with a total return of 1303.71% (6.98% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Merrill Lynch Edge Select Conservative Portfolio
DFA Dimensional Retirement Income Fund Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-12.91% Jun 2008 Feb 2009 (9) Sep 2009 (16) 7.08
-12.44% Jan 2022 Sep 2022 (9) In progress (26) 6.78
-12.16% Jan 2022 Sep 2022 (9) In progress (26) 6.33
-10.97% May 2008 Feb 2009 (10) Aug 2009 (16) 5.84
-4.64% Feb 2020 Mar 2020 (2) Jun 2020 (5) 2.06
-4.57% Feb 2020 Mar 2020 (2) Jun 2020 (5) 2.06
-4.34% May 2013 Jun 2013 (2) Feb 2014 (10) 2.22
-3.74% Mar 1994 Jun 1994 (4) Feb 1995 (12) 2.39
-3.41% May 2015 Sep 2015 (5) Jun 2016 (14) 1.95
-3.15% Sep 2018 Dec 2018 (4) Mar 2019 (7) 1.64
-3.06% Apr 2004 Apr 2004 (1) Sep 2004 (6) 1.65
-2.88% Aug 2011 Sep 2011 (2) Nov 2011 (4) 1.35
-2.88% Jun 2011 Sep 2011 (4) Dec 2011 (7) 1.14
-2.46% May 2015 Sep 2015 (5) Mar 2016 (11) 1.46
-2.43% Jul 1998 Aug 1998 (2) Sep 1998 (3) 1.21
-2.30% May 2013 Jun 2013 (2) Oct 2013 (6) 1.22
-2.27% Mar 1994 Jun 1994 (4) Jan 1995 (11) 1.37
-2.26% Sep 2018 Dec 2018 (4) Jan 2019 (5) 1.37
-2.13% Aug 1997 Aug 1997 (1) Sep 1997 (2) 1.23
-2.01% Aug 1998 Aug 1998 (1) Sep 1998 (2) 1.16

Drawdown comparison chart since January 1985.

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Merrill Lynch Edge Select Conservative Portfolio
DFA Dimensional Retirement Income Fund Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-12.91% Jun 2008 Feb 2009 (9) Sep 2009 (16) 7.08
-12.44% Jan 2022 Sep 2022 (9) In progress (26) 6.78
-12.16% Jan 2022 Sep 2022 (9) In progress (26) 6.33
-10.97% May 2008 Feb 2009 (10) Aug 2009 (16) 5.84
-6.09% Feb 1994 Jun 1994 (5) Apr 1995 (15) 4.11
-5.44% Sep 1987 Nov 1987 (3) Feb 1988 (6) 3.15
-4.85% Sep 1987 Nov 1987 (3) Jan 1988 (5) 2.92
-4.64% Feb 2020 Mar 2020 (2) Jun 2020 (5) 2.06
-4.57% Feb 2020 Mar 2020 (2) Jun 2020 (5) 2.06
-4.34% May 2013 Jun 2013 (2) Feb 2014 (10) 2.22
-4.06% Aug 1990 Sep 1990 (2) Dec 1990 (5) 2.30
-3.95% Aug 1990 Sep 1990 (2) Nov 1990 (4) 2.41
-3.75% Feb 1994 Jun 1994 (5) Feb 1995 (13) 2.51
-3.41% May 2015 Sep 2015 (5) Jun 2016 (14) 1.95
-3.37% Jan 1990 Apr 1990 (4) May 1990 (5) 2.08
-3.15% Sep 2018 Dec 2018 (4) Mar 2019 (7) 1.64
-3.06% Apr 2004 Apr 2004 (1) Sep 2004 (6) 1.65
-2.89% Jan 1990 Apr 1990 (4) May 1990 (5) 1.85
-2.88% Aug 2011 Sep 2011 (2) Nov 2011 (4) 1.35
-2.88% Jun 2011 Sep 2011 (4) Dec 2011 (7) 1.14

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
+0.29%
-0.02%
+0.98%
0.00%
2023
+9.20%
-3.89%
+7.92%
-3.33%
2022
-9.59%
-12.44%
-9.39%
-12.16%
2021
+3.46%
-1.41%
+7.04%
-1.33%
2020
+6.74%
-4.57%
+8.69%
-4.64%
2019
+11.07%
-0.76%
+10.30%
-0.66%
2018
-1.01%
-2.26%
-1.96%
-3.15%
2017
+6.67%
0.00%
+6.78%
-0.31%
2016
+4.67%
-1.32%
+4.66%
-1.35%
2015
-0.16%
-2.46%
-0.87%
-3.41%
2014
+4.82%
-1.01%
+2.89%
-1.95%
2013
+5.12%
-2.30%
+1.29%
-4.34%
2012
+6.74%
-1.52%
+7.36%
-1.03%
2011
+3.69%
-2.88%
+6.06%
-2.88%
2010
+7.47%
-1.66%
+6.92%
-1.91%
2009
+10.64%
-5.42%
+12.97%
-4.37%
2008
-5.32%
-9.24%
-7.45%
-12.44%
2007
+5.55%
-0.80%
+9.18%
-0.27%
2006
+7.57%
-0.79%
+5.72%
-0.65%
2005
+4.31%
-1.00%
+4.07%
-1.13%
2004
+6.35%
-1.82%
+7.31%
-3.06%
2003
+10.38%
-1.16%
+11.38%
-1.65%
2002
+2.13%
-1.95%
+5.44%
-0.88%
2001
+2.93%
-1.89%
+2.76%
-1.59%
2000
+5.85%
-1.16%
+7.94%
-1.66%
1999
+5.52%
-1.57%
+4.99%
-1.82%
1998
+10.67%
-2.43%
+10.20%
-2.01%
1997
+9.16%
-1.58%
+11.97%
-2.13%
1996
+7.09%
-0.68%
+5.90%
-1.57%
1995
+17.99%
0.00%
+18.82%
0.00%
1994
-0.59%
-3.75%
-2.17%
-6.09%
1993
+11.76%
-1.05%
+13.67%
-1.44%
1992
+6.62%
-1.08%
+5.89%
-2.39%
1991
+18.00%
-1.13%
+18.32%
-1.25%
1990
+3.99%
-4.06%
+4.76%
-3.95%
1989
+14.88%
-0.43%
+16.98%
-0.62%
1988
+10.13%
-0.73%
+9.77%
-1.84%
1987
+4.09%
-5.44%
+3.26%
-4.85%
1986
+15.59%
-2.24%
+17.53%
-2.86%
1985
+22.07%
-0.64%
+23.48%
-1.24%