Merrill Lynch Edge Select Moderately Conservative vs Scott Burns Couch Potato 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 Scott Burns Couch Potato Portfolio obtained a 8.04% compound annual return, with a 8.75% standard deviation, in the last 30 Years.

Summary

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Merrill Lynch Edge Select Moderately Conservative Portfolio Scott Burns Couch Potato Portfolio
Portfolio Risk Medium Medium
Asset Allocation Stocks 37% 50%
Fixed Income 63% 50%
Commodities 0% 0%
30 Years Stats Return +6.56% +8.04%
Std Dev 6.85% 8.75%
Max Drawdown -20.48% -27.04%
All time Stats
(Since Jan 1985)
Return +8.25% +9.33%
Std Dev 7.13% 9.09%
Max Drawdown -20.48% -27.04%
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
Scott Burns Couch Potato Portfolio +2.14 +7.83 +15.05 +8.17 +6.96 +8.04 +9.33
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).

Scott Burns Couch Potato Portfolio: an investment of 1$, since March 1994, now would be worth 10.17$, with a total return of 917.34% (8.04% 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).

Scott Burns Couch Potato Portfolio: an investment of 1$, since January 1985, now would be worth 32.87$, with a total return of 3187.35% (9.33% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Merrill Lynch Edge Select Moderately Conservative Portfolio
Scott Burns Couch Potato Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-27.04% Nov 2007 Feb 2009 (16) Apr 2010 (30) 11.90
-20.48% Nov 2007 Feb 2009 (16) Nov 2009 (25) 9.59
-19.77% Jan 2022 Sep 2022 (9) In progress (26) 10.88
-18.53% Jan 2022 Sep 2022 (9) In progress (26) 10.42
-10.72% Feb 2020 Mar 2020 (2) Jun 2020 (5) 4.92
-10.30% Sep 2000 Sep 2002 (25) May 2003 (33) 5.99
-8.06% Sep 2018 Dec 2018 (4) Apr 2019 (8) 3.64
-8.06% Jul 1998 Aug 1998 (2) Nov 1998 (5) 3.72
-7.78% Feb 2020 Mar 2020 (2) Jun 2020 (5) 3.56
-6.25% May 2011 Sep 2011 (5) Dec 2011 (8) 2.31
-6.14% Feb 2001 Sep 2002 (20) Apr 2003 (27) 3.29
-6.09% May 2010 Jun 2010 (2) Sep 2010 (5) 3.68
-6.07% Mar 1994 Jun 1994 (4) Feb 1995 (12) 3.51
-5.80% Jun 2011 Sep 2011 (4) Jan 2012 (8) 2.34
-5.47% Mar 2015 Sep 2015 (7) Apr 2016 (14) 2.66
-5.01% Jul 1998 Aug 1998 (2) Oct 1998 (4) 2.36
-4.75% Sep 2018 Dec 2018 (4) Feb 2019 (6) 2.52
-4.60% Apr 2000 May 2000 (2) Aug 2000 (5) 2.40
-4.35% May 2015 Jan 2016 (9) May 2016 (13) 2.47
-3.54% Apr 2004 Apr 2004 (1) Oct 2004 (7) 1.70

Drawdown comparison chart since January 1985.

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Merrill Lynch Edge Select Moderately Conservative Portfolio
Scott Burns Couch Potato Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-27.04% Nov 2007 Feb 2009 (16) Apr 2010 (30) 11.90
-20.48% Nov 2007 Feb 2009 (16) Nov 2009 (25) 9.59
-19.77% Jan 2022 Sep 2022 (9) In progress (26) 10.88
-18.53% Jan 2022 Sep 2022 (9) In progress (26) 10.42
-16.03% Sep 1987 Nov 1987 (3) Jan 1989 (17) 7.17
-10.72% Feb 2020 Mar 2020 (2) Jun 2020 (5) 4.92
-10.69% Sep 1987 Nov 1987 (3) Sep 1988 (13) 4.76
-10.30% Sep 2000 Sep 2002 (25) May 2003 (33) 5.99
-8.78% Feb 1994 Jun 1994 (5) Mar 1995 (14) 5.58
-8.06% Sep 2018 Dec 2018 (4) Apr 2019 (8) 3.64
-8.06% Jul 1998 Aug 1998 (2) Nov 1998 (5) 3.72
-7.78% Feb 2020 Mar 2020 (2) Jun 2020 (5) 3.56
-7.58% Aug 1990 Sep 1990 (2) Jan 1991 (6) 4.62
-7.56% Aug 1990 Sep 1990 (2) Jan 1991 (6) 4.14
-6.25% May 2011 Sep 2011 (5) Dec 2011 (8) 2.31
-6.14% Feb 2001 Sep 2002 (20) Apr 2003 (27) 3.29
-6.09% May 2010 Jun 2010 (2) Sep 2010 (5) 3.68
-5.80% Jun 2011 Sep 2011 (4) Jan 2012 (8) 2.34
-5.55% Sep 1986 Sep 1986 (1) Jan 1987 (5) 2.81
-5.47% Mar 2015 Sep 2015 (7) Apr 2016 (14) 2.66

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%
+2.88%
0.00%
2023
+13.70%
-6.23%
+14.66%
-6.50%
2022
-14.91%
-18.53%
-16.31%
-19.77%
2021
+6.44%
-2.24%
+15.67%
-2.76%
2020
+11.65%
-7.78%
+15.93%
-10.72%
2019
+16.41%
-1.82%
+19.51%
-2.63%
2018
-2.89%
-4.75%
-3.32%
-8.06%
2017
+11.44%
0.00%
+12.07%
0.00%
2016
+6.14%
-1.87%
+8.75%
-2.08%
2015
-0.48%
-4.33%
-0.70%
-5.47%
2014
+6.29%
-1.64%
+8.07%
-2.34%
2013
+8.82%
-3.06%
+12.48%
-3.18%
2012
+9.99%
-2.86%
+11.42%
-2.32%
2011
+3.41%
-5.80%
+7.12%
-6.25%
2010
+10.48%
-3.50%
+11.78%
-6.09%
2009
+17.30%
-8.37%
+18.92%
-9.98%
2008
-11.92%
-16.14%
-18.47%
-22.29%
2007
+6.98%
-1.47%
+8.64%
-1.70%
2006
+9.60%
-1.69%
+7.99%
-1.54%
2005
+5.47%
-1.53%
+4.40%
-1.83%
2004
+8.54%
-2.54%
+10.53%
-3.54%
2003
+16.19%
-1.02%
+19.38%
-1.09%
2002
-0.79%
-4.95%
-1.93%
-6.44%
2001
+0.35%
-5.56%
-1.68%
-8.57%
2000
+2.03%
-3.51%
+3.54%
-5.60%
1999
+9.63%
-2.17%
+9.67%
-3.30%
1998
+13.94%
-5.01%
+16.26%
-8.06%
1997
+12.19%
-3.09%
+21.85%
-3.41%
1996
+9.06%
-1.42%
+11.14%
-2.76%
1995
+21.86%
0.00%
+29.40%
0.00%
1994
-1.15%
-5.18%
-3.21%
-8.78%
1993
+15.17%
-1.67%
+13.19%
-1.53%
1992
+6.09%
-2.25%
+8.92%
-2.25%
1991
+24.65%
-2.13%
+25.50%
-2.55%
1990
+1.69%
-7.56%
+1.06%
-7.58%
1989
+19.80%
-0.51%
+21.95%
-1.62%
1988
+12.42%
-1.76%
+11.91%
-2.50%
1987
+3.90%
-10.69%
+1.19%
-16.03%
1986
+19.56%
-3.61%
+16.48%
-5.55%
1985
+27.56%
-0.71%
+28.66%
-1.87%