Merrill Lynch Edge Select Moderately Conservative vs Betterment Robo Advisor 50 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 Betterment Robo Advisor 50 Portfolio obtained a 7.19% compound annual return, with a 9.28% standard deviation, in the last 30 Years.

Summary

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Merrill Lynch Edge Select Moderately Conservative Portfolio Betterment Robo Advisor 50 Portfolio
Portfolio Risk Medium Medium
Asset Allocation Stocks 37% 49.9%
Fixed Income 63% 50.1%
Commodities 0% 0%
30 Years Stats Return +6.56% +7.19%
Std Dev 6.85% 9.28%
Max Drawdown -20.48% -30.72%
All time Stats
(Since Jan 1985)
Return +8.25% +9.17%
Std Dev 7.13% 9.51%
Max Drawdown -20.48% -30.72%
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
Betterment Robo Advisor 50 Portfolio +1.72 +6.53 +11.06 +4.75 +4.88 +7.19 +9.17
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).

Betterment Robo Advisor 50 Portfolio: an investment of 1$, since March 1994, now would be worth 8.03$, with a total return of 702.60% (7.19% 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).

Betterment Robo Advisor 50 Portfolio: an investment of 1$, since January 1985, now would be worth 31.10$, with a total return of 3009.72% (9.17% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Merrill Lynch Edge Select Moderately Conservative Portfolio
Betterment Robo Advisor 50 Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-30.72% Nov 2007 Feb 2009 (16) Apr 2010 (30) 14.13
-20.48% Nov 2007 Feb 2009 (16) Nov 2009 (25) 9.59
-20.25% Jan 2022 Sep 2022 (9) In progress (26) 10.95
-18.53% Jan 2022 Sep 2022 (9) In progress (26) 10.42
-13.31% Jan 2020 Mar 2020 (3) Aug 2020 (8) 5.81
-12.79% May 1998 Aug 1998 (4) Dec 1998 (8) 5.56
-10.86% May 2002 Sep 2002 (5) May 2003 (13) 5.87
-9.49% May 2011 Sep 2011 (5) Feb 2012 (10) 3.89
-8.54% Feb 2001 Sep 2001 (8) Mar 2002 (14) 3.79
-7.78% Feb 2020 Mar 2020 (2) Jun 2020 (5) 3.56
-7.45% Feb 2018 Dec 2018 (11) Apr 2019 (15) 3.24
-7.06% May 2015 Jan 2016 (9) Jul 2016 (15) 3.86
-6.14% Feb 2001 Sep 2002 (20) Apr 2003 (27) 3.29
-5.80% Jun 2011 Sep 2011 (4) Jan 2012 (8) 2.34
-5.51% May 2010 Jun 2010 (2) Sep 2010 (5) 3.01
-5.01% Jul 1998 Aug 1998 (2) Oct 1998 (4) 2.36
-4.79% Sep 2000 Nov 2000 (3) Jan 2001 (5) 2.40
-4.75% Sep 2018 Dec 2018 (4) Feb 2019 (6) 2.52
-4.36% Apr 2012 May 2012 (2) Aug 2012 (5) 1.89
-4.35% May 2015 Jan 2016 (9) May 2016 (13) 2.47

Drawdown comparison chart since January 1985.

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Merrill Lynch Edge Select Moderately Conservative Portfolio
Betterment Robo Advisor 50 Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-30.72% Nov 2007 Feb 2009 (16) Apr 2010 (30) 14.13
-20.48% Nov 2007 Feb 2009 (16) Nov 2009 (25) 9.59
-20.25% Jan 2022 Sep 2022 (9) In progress (26) 10.95
-18.53% Jan 2022 Sep 2022 (9) In progress (26) 10.42
-14.26% Sep 1987 Nov 1987 (3) Oct 1988 (14) 6.63
-13.31% Jan 2020 Mar 2020 (3) Aug 2020 (8) 5.81
-12.79% May 1998 Aug 1998 (4) Dec 1998 (8) 5.56
-11.61% Aug 1990 Sep 1990 (2) Feb 1991 (7) 6.17
-10.86% May 2002 Sep 2002 (5) May 2003 (13) 5.87
-10.69% Sep 1987 Nov 1987 (3) Sep 1988 (13) 4.76
-9.49% May 2011 Sep 2011 (5) Feb 2012 (10) 3.89
-8.54% Feb 2001 Sep 2001 (8) Mar 2002 (14) 3.79
-7.78% Feb 2020 Mar 2020 (2) Jun 2020 (5) 3.56
-7.56% Aug 1990 Sep 1990 (2) Jan 1991 (6) 4.14
-7.55% Jan 1990 Apr 1990 (4) Jul 1990 (7) 4.01
-7.45% Feb 2018 Dec 2018 (11) Apr 2019 (15) 3.24
-7.31% Feb 1994 Jun 1994 (5) May 1995 (16) 5.36
-7.06% May 2015 Jan 2016 (9) Jul 2016 (15) 3.86
-6.14% Feb 2001 Sep 2002 (20) Apr 2003 (27) 3.29
-5.80% Jun 2011 Sep 2011 (4) Jan 2012 (8) 2.34

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%
+1.00%
-0.71%
2023
+13.70%
-6.23%
+12.47%
-7.29%
2022
-14.91%
-18.53%
-14.79%
-20.25%
2021
+6.44%
-2.24%
+7.95%
-2.64%
2020
+11.65%
-7.78%
+9.50%
-13.31%
2019
+16.41%
-1.82%
+17.41%
-2.78%
2018
-2.89%
-4.75%
-5.36%
-7.45%
2017
+11.44%
0.00%
+14.19%
0.00%
2016
+6.14%
-1.87%
+8.00%
-2.25%
2015
-0.48%
-4.33%
-1.55%
-6.85%
2014
+6.29%
-1.64%
+5.47%
-2.43%
2013
+8.82%
-3.06%
+10.19%
-3.88%
2012
+9.99%
-2.86%
+13.19%
-4.36%
2011
+3.41%
-5.80%
+1.17%
-9.49%
2010
+10.48%
-3.50%
+11.61%
-5.51%
2009
+17.30%
-8.37%
+23.06%
-11.58%
2008
-11.92%
-16.14%
-19.44%
-24.47%
2007
+6.98%
-1.47%
+8.19%
-2.74%
2006
+9.60%
-1.69%
+13.22%
-2.76%
2005
+5.47%
-1.53%
+9.54%
-2.36%
2004
+8.54%
-2.54%
+12.75%
-3.66%
2003
+16.19%
-1.02%
+24.96%
-1.03%
2002
-0.79%
-4.95%
-2.56%
-10.86%
2001
+0.35%
-5.56%
+1.49%
-8.54%
2000
+2.03%
-3.51%
+1.53%
-4.79%
1999
+9.63%
-2.17%
+17.87%
-2.47%
1998
+13.94%
-5.01%
+8.83%
-12.79%
1997
+12.19%
-3.09%
+10.06%
-3.98%
1996
+9.06%
-1.42%
+13.19%
-1.81%
1995
+21.86%
0.00%
+20.93%
-0.56%
1994
-1.15%
-5.18%
-3.66%
-7.31%
1993
+15.17%
-1.67%
+24.85%
-2.42%
1992
+6.09%
-2.25%
+5.53%
-2.73%
1991
+24.65%
-2.13%
+30.42%
-3.25%
1990
+1.69%
-7.56%
-2.59%
-11.61%
1989
+19.80%
-0.51%
+24.37%
-1.05%
1988
+12.42%
-1.76%
+16.22%
-2.20%
1987
+3.90%
-10.69%
+0.64%
-14.26%
1986
+19.56%
-3.61%
+21.70%
-4.04%
1985
+27.56%
-0.71%
+30.70%
-1.22%