Stocks/Bonds 60/40 with Bitcoin vs Merrill Lynch Edge Select Moderately Aggressive Portfolio Comparison

Last Update: 31 May 2023

The Stocks/Bonds 60/40 with Bitcoin Portfolio obtained a 16.93% compound annual return, with a 37.56% standard deviation, in the last 10 Years.

The Merrill Lynch Edge Select Moderately Aggressive Portfolio obtained a 7.10% compound annual return, with a 10.82% standard deviation, in the last 10 Years.

Summary

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Stocks/Bonds 60/40 with Bitcoin Portfolio Merrill Lynch Edge Select Moderately Aggressive Portfolio
Risk High High
Asset Allocation Stocks 59% 69%
Fixed Income 39% 31%
Commodities 2% 0%
10 Years Stats Return +16.93% +7.10%
Std Dev 37.56% 10.82%
Max Drawdown -22.56% -22.31%

Last Update: 31 May 2023

Historical Returns as of May 31, 2023

Comparison period starts from January 2009

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1M 6M 1Y 5Y(*) 10Y(*) MAX(*)
Stocks/Bonds 60/40 with Bitcoin Portfolio -0.43 +3.31 +0.75 +7.87 +16.93 +19.47
Merrill Lynch Edge Select Moderately Aggressive Portfolio -0.32 +3.45 +0.93 +5.97 +7.10 +8.87
(*) Returns over 1 year are annualized

Capital Growth as of May 31, 2023

Stocks/Bonds 60/40 with Bitcoin Portfolio: an investment of 1000$, since June 2013, now would be worth 4779.74$, with a total return of 377.97% (16.93% annualized).

Merrill Lynch Edge Select Moderately Aggressive Portfolio: an investment of 1000$, since June 2013, now would be worth 1986.02$, with a total return of 98.60% (7.10% annualized).

Stocks/Bonds 60/40 with Bitcoin Portfolio: an investment of 1000$, since January 2009, now would be worth 13001.70$, with a total return of 1200.17% (19.47% annualized).

Merrill Lynch Edge Select Moderately Aggressive Portfolio: an investment of 1000$, since January 2009, now would be worth 3404.51$, with a total return of 240.45% (8.87% annualized).

Drawdowns

Drawdown comparison chart since May 2013.

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Stocks/Bonds 60/40 with Bitcoin Portfolio
Merrill Lynch Edge Select Moderately Aggressive Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-22.56% Dec 2013 Jan 2014
-22.31% Jan 2022 Sep 2022
-21.45% Jan 2022 Sep 2022
-14.29% Jan 2020 Mar 2020
-12.82% Feb 2020 Mar 2020
-9.25% Oct 2018 Dec 2018
-8.81% Sep 2018 Dec 2018
-8.54% Jun 2015 Feb 2016
-4.96% Jun 2013 Jun 2013
-4.24% May 2019 May 2019
-4.23% Feb 2018 Apr 2018
-4.00% Feb 2018 Mar 2018
-3.62% Sep 2020 Oct 2020
-3.35% Sep 2021 Sep 2021
-3.28% Sep 2021 Sep 2021
-2.88% Sep 2020 Oct 2020
-2.65% Jan 2014 Jan 2014
-2.52% Sep 2014 Sep 2014
-2.19% Jun 2013 Jun 2013
-1.98% Aug 2013 Aug 2013

Drawdown comparison chart since January 2009.

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Stocks/Bonds 60/40 with Bitcoin Portfolio
Merrill Lynch Edge Select Moderately Aggressive Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-42.67% Jul 2011 Nov 2011
-22.56% Dec 2013 Jan 2014
-22.31% Jan 2022 Sep 2022
-21.45% Jan 2022 Sep 2022
-14.29% Jan 2020 Mar 2020
-13.38% May 2011 Sep 2011
-13.32% Jan 2009 Feb 2009
-12.82% Feb 2020 Mar 2020
-11.49% Jan 2009 Feb 2009
-9.25% Oct 2018 Dec 2018
-8.81% Sep 2018 Dec 2018
-8.54% Jun 2015 Feb 2016
-8.24% May 2010 Jun 2010
-7.03% May 2010 Jun 2010
-5.96% Apr 2012 May 2012
-4.24% May 2019 May 2019
-4.23% Feb 2018 Apr 2018
-4.00% Feb 2018 Mar 2018
-3.62% Sep 2020 Oct 2020
-3.35% Sep 2021 Sep 2021

Yearly Returns

Yearly return comparison. Common historical serie start from January 2009.

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Year Stocks/Bonds 60/40 with Bitcoin Portfolio Merrill Lynch Edge Select Moderately Aggressive Portfolio
2023
 +7.40% +7.26%
2022
 -17.90% -17.08%
2021
 +15.60% +12.88%
2020
 +21.52% +16.02%
2019
 +23.43% +22.30%
2018
 -4.56% -5.68%
2017
 +39.33% +18.60%
2016
 +11.03% +8.18%
2015
 +1.17% -1.40%
2014
 +8.50% +6.31%
2013
 +142.67% +16.88%
2012
 +14.56% +13.59%
2011
 +33.12% -0.71%
2010
 +19.66% +13.09%
2009
 +18.47% +26.40%