Merrill Lynch Edge Select Moderately Conservative vs Credit Suisse Global Market Portfolio Comparison

Last Update: 29 February 2024

The Merrill Lynch Edge Select Moderately Conservative Portfolio obtained a 6.56% compound annual return, with a 6.85% standard deviation, in the last 30 Years.

The Credit Suisse Global Market Portfolio obtained a 6.89% compound annual return, with a 8.28% standard deviation, in the last 30 Years.

Summary

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Merrill Lynch Edge Select Moderately Conservative Portfolio Credit Suisse Global Market Portfolio
Portfolio Risk Medium Medium
Asset Allocation Stocks 37% 45%
Fixed Income 63% 55%
Commodities 0% 0%
30 Years Stats Return +6.56% +6.89%
Std Dev 6.85% 8.28%
Max Drawdown -20.48% -25.90%
All time Stats
(Since Jan 1985)
Return +8.25% +8.83%
Std Dev 7.13% 8.61%
Max Drawdown -20.48% -25.90%
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 Moderately Conservative Portfolio +0.97 +6.31 +12.49 +5.11 +4.92 +6.56 +8.25
Credit Suisse Global Market Portfolio +0.97 +5.73 +10.19 +4.35 +4.86 +6.89 +8.83
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Merrill Lynch Edge Select Moderately Conservative Portfolio: an investment of 1$, since March 1994, now would be worth 6.73$, with a total return of 572.74% (6.56% annualized).

Credit Suisse Global Market Portfolio: an investment of 1$, since March 1994, now would be worth 7.38$, with a total return of 638.23% (6.89% annualized).

Merrill Lynch Edge Select Moderately Conservative Portfolio: an investment of 1$, since January 1985, now would be worth 22.34$, with a total return of 2133.83% (8.25% annualized).

Credit Suisse Global Market Portfolio: an investment of 1$, since January 1985, now would be worth 27.49$, with a total return of 2648.75% (8.83% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Merrill Lynch Edge Select Moderately Conservative Portfolio
Credit Suisse Global Market Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-25.90% Nov 2007 Feb 2009 (16) Mar 2010 (29) 11.61
-23.10% Jan 2022 Sep 2022 (9) In progress (26) 14.49
-20.48% Nov 2007 Feb 2009 (16) Nov 2009 (25) 9.59
-18.53% Jan 2022 Sep 2022 (9) In progress (26) 10.42
-8.34% Feb 2020 Mar 2020 (2) Jun 2020 (5) 3.77
-7.78% Feb 2020 Mar 2020 (2) Jun 2020 (5) 3.56
-6.28% Feb 2001 Sep 2001 (8) Apr 2003 (27) 3.57
-6.14% Feb 2001 Sep 2002 (20) Apr 2003 (27) 3.29
-6.05% Mar 2015 Sep 2015 (7) May 2016 (15) 3.35
-6.00% Feb 2018 Dec 2018 (11) Mar 2019 (14) 3.08
-5.80% Jun 2011 Sep 2011 (4) Jan 2012 (8) 2.34
-5.62% Jul 1998 Aug 1998 (2) Oct 1998 (4) 2.67
-5.32% May 2013 Aug 2013 (4) Nov 2013 (7) 3.21
-5.01% Jul 1998 Aug 1998 (2) Oct 1998 (4) 2.36
-4.75% Sep 2018 Dec 2018 (4) Feb 2019 (6) 2.52
-4.41% Aug 2016 Nov 2016 (4) Mar 2017 (8) 2.12
-4.35% May 2015 Jan 2016 (9) May 2016 (13) 2.47
-4.15% Apr 2004 Apr 2004 (1) Sep 2004 (6) 2.55
-4.15% Mar 1994 Nov 1994 (9) Apr 1995 (14) 2.75
-3.97% Aug 1997 Aug 1997 (1) Jan 1998 (6) 1.83

Drawdown comparison chart since January 1985.

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Merrill Lynch Edge Select Moderately Conservative Portfolio
Credit Suisse Global Market Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-25.90% Nov 2007 Feb 2009 (16) Mar 2010 (29) 11.61
-23.10% Jan 2022 Sep 2022 (9) In progress (26) 14.49
-20.48% Nov 2007 Feb 2009 (16) Nov 2009 (25) 9.59
-18.53% Jan 2022 Sep 2022 (9) In progress (26) 10.42
-11.04% Sep 1987 Nov 1987 (3) Jun 1988 (10) 5.43
-10.69% Sep 1987 Nov 1987 (3) Sep 1988 (13) 4.76
-9.84% Aug 1990 Sep 1990 (2) Jan 1991 (6) 5.37
-8.34% Feb 2020 Mar 2020 (2) Jun 2020 (5) 3.77
-7.84% Jan 1990 Apr 1990 (4) Jul 1990 (7) 4.17
-7.78% Feb 2020 Mar 2020 (2) Jun 2020 (5) 3.56
-7.56% Aug 1990 Sep 1990 (2) Jan 1991 (6) 4.14
-6.85% Feb 1994 Nov 1994 (10) May 1995 (16) 4.92
-6.28% Feb 2001 Sep 2001 (8) Apr 2003 (27) 3.57
-6.14% Feb 2001 Sep 2002 (20) Apr 2003 (27) 3.29
-6.05% Mar 2015 Sep 2015 (7) May 2016 (15) 3.35
-6.00% Feb 2018 Dec 2018 (11) Mar 2019 (14) 3.08
-5.80% Jun 2011 Sep 2011 (4) Jan 2012 (8) 2.34
-5.62% Jul 1998 Aug 1998 (2) Oct 1998 (4) 2.67
-5.32% May 2013 Aug 2013 (4) Nov 2013 (7) 3.21
-5.18% Feb 1994 Mar 1994 (2) Mar 1995 (14) 3.41

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
+0.89%
-0.08%
+0.03%
-0.93%
2023
+13.70%
-6.23%
+12.57%
-8.81%
2022
-14.91%
-18.53%
-19.25%
-23.10%
2021
+6.44%
-2.24%
+7.49%
-2.99%
2020
+11.65%
-7.78%
+12.06%
-8.34%
2019
+16.41%
-1.82%
+19.24%
-1.07%
2018
-2.89%
-4.75%
-4.76%
-6.00%
2017
+11.44%
0.00%
+13.93%
0.00%
2016
+6.14%
-1.87%
+6.49%
-4.41%
2015
-0.48%
-4.33%
-1.54%
-6.05%
2014
+6.29%
-1.64%
+10.70%
-2.47%
2013
+8.82%
-3.06%
+5.77%
-5.32%
2012
+9.99%
-2.86%
+12.25%
-2.32%
2011
+3.41%
-5.80%
+6.64%
-3.80%
2010
+10.48%
-3.50%
+11.92%
-3.33%
2009
+17.30%
-8.37%
+17.08%
-12.90%
2008
-11.92%
-16.14%
-12.93%
-20.63%
2007
+6.98%
-1.47%
+7.60%
-2.29%
2006
+9.60%
-1.69%
+12.00%
-2.16%
2005
+5.47%
-1.53%
+7.92%
-2.32%
2004
+8.54%
-2.54%
+11.74%
-4.15%
2003
+16.19%
-1.02%
+19.38%
-1.62%
2002
-0.79%
-4.95%
-0.18%
-5.20%
2001
+0.35%
-5.56%
-0.30%
-6.28%
2000
+2.03%
-3.51%
+2.79%
-3.32%
1999
+9.63%
-2.17%
+9.76%
-2.51%
1998
+13.94%
-5.01%
+13.06%
-5.62%
1997
+12.19%
-3.09%
+10.21%
-3.97%
1996
+9.06%
-1.42%
+8.88%
-1.37%
1995
+21.86%
0.00%
+21.92%
0.00%
1994
-1.15%
-5.18%
-3.16%
-6.85%
1993
+15.17%
-1.67%
+20.70%
-2.78%
1992
+6.09%
-2.25%
+4.18%
-4.17%
1991
+24.65%
-2.13%
+25.49%
-2.87%
1990
+1.69%
-7.56%
-1.53%
-9.84%
1989
+19.80%
-0.51%
+21.42%
-0.61%
1988
+12.42%
-1.76%
+14.53%
-2.19%
1987
+3.90%
-10.69%
+3.66%
-11.04%
1986
+19.56%
-3.61%
+25.89%
-4.02%
1985
+27.56%
-0.71%
+31.49%
-1.25%