Total Bond Developed World ex-US vs Merrill Lynch Edge Select Conservative Portfolio Comparison

Last Update: 29 February 2024

The Total Bond Developed World ex-US Portfolio obtained a 4.76% compound annual return, with a 4.56% standard deviation, in the last 30 Years.

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.

Summary

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Total Bond Developed World ex-US Portfolio Merrill Lynch Edge Select Conservative Portfolio
Portfolio Risk Low Low
Asset Allocation Stocks 0% 21%
Fixed Income 100% 79%
Commodities 0% 0%
30 Years Stats Return +4.76% +5.18%
Std Dev 4.56% 4.27%
Max Drawdown -14.88% -12.44%
All time Stats
(Since Jan 1985)
Return +6.58% +6.64%
Std Dev 5.09% 4.54%
Max Drawdown -14.88% -12.44%
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
Total Bond Developed World ex-US Portfolio -0.54 +3.57 +6.68 +0.45 +2.10 +4.76 +6.58
Merrill Lynch Edge Select Conservative Portfolio +0.31 +4.56 +8.31 +3.30 +3.33 +5.18 +6.64
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Total Bond Developed World ex-US Portfolio: an investment of 1$, since March 1994, now would be worth 4.04$, with a total return of 303.65% (4.76% annualized).

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).

Total Bond Developed World ex-US Portfolio: an investment of 1$, since January 1985, now would be worth 12.13$, with a total return of 1113.10% (6.58% 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).

Drawdowns

Drawdown comparison chart since March 1994.

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Total Bond Developed World ex-US Portfolio
Merrill Lynch Edge Select Conservative Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-14.88% Jan 2021 Sep 2022 (21) In progress (38) 9.21
-12.44% Jan 2022 Sep 2022 (9) In progress (26) 6.78
-10.97% May 2008 Feb 2009 (10) Aug 2009 (16) 5.84
-10.03% Mar 2008 Nov 2008 (9) Jul 2009 (17) 4.88
-8.31% Dec 1996 Apr 1997 (5) Sep 1998 (22) 4.42
-6.19% Mar 1994 Aug 1994 (6) May 1995 (15) 4.21
-4.57% Feb 2020 Mar 2020 (2) Jun 2020 (5) 2.06
-4.24% May 2013 Aug 2013 (4) May 2014 (13) 2.62
-3.17% May 1999 Aug 1999 (4) Mar 2000 (11) 2.19
-3.03% Oct 2016 Jan 2017 (4) Nov 2017 (14) 1.63
-2.91% Mar 2020 Mar 2020 (1) Jul 2020 (5) 1.29
-2.88% Jun 2011 Sep 2011 (4) Dec 2011 (7) 1.14
-2.88% Apr 2015 Jun 2015 (3) Jan 2016 (10) 1.48
-2.46% May 2015 Sep 2015 (5) Mar 2016 (11) 1.46
-2.43% Jul 1998 Aug 1998 (2) Sep 1998 (3) 1.21
-2.34% Jun 2003 Aug 2003 (3) Jan 2004 (8) 1.35
-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
-2.26% Nov 1998 Nov 1998 (1) Dec 1998 (2) 1.30

Drawdown comparison chart since January 1985.

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Total Bond Developed World ex-US Portfolio
Merrill Lynch Edge Select Conservative Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-14.88% Jan 2021 Sep 2022 (21) In progress (38) 9.21
-12.44% Jan 2022 Sep 2022 (9) In progress (26) 6.78
-10.97% May 2008 Feb 2009 (10) Aug 2009 (16) 5.84
-10.03% Mar 2008 Nov 2008 (9) Jul 2009 (17) 4.88
-8.68% Feb 1994 Aug 1994 (7) Jul 1995 (18) 5.98
-8.31% Dec 1996 Apr 1997 (5) Sep 1998 (22) 4.42
-5.44% Sep 1987 Nov 1987 (3) Feb 1988 (6) 3.15
-4.82% Apr 1987 Sep 1987 (6) Dec 1987 (9) 2.61
-4.57% Feb 2020 Mar 2020 (2) Jun 2020 (5) 2.06
-4.24% May 2013 Aug 2013 (4) May 2014 (13) 2.62
-4.06% Aug 1990 Sep 1990 (2) Dec 1990 (5) 2.30
-3.75% Feb 1994 Jun 1994 (5) Feb 1995 (13) 2.51
-3.70% Feb 1985 Feb 1985 (1) Apr 1985 (3) 1.85
-3.57% Dec 1989 Apr 1990 (5) Jun 1990 (7) 1.85
-3.35% May 1986 May 1986 (1) Jul 1986 (3) 1.72
-3.17% May 1999 Aug 1999 (4) Mar 2000 (11) 2.19
-3.03% Oct 2016 Jan 2017 (4) Nov 2017 (14) 1.63
-2.91% Mar 2020 Mar 2020 (1) Jul 2020 (5) 1.29
-2.89% Jan 1990 Apr 1990 (4) May 1990 (5) 1.85
-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
-1.12%
-1.12%
+0.29%
-0.02%
2023
+8.79%
-1.89%
+9.20%
-3.89%
2022
-12.76%
-12.90%
-9.59%
-12.44%
2021
-2.28%
-2.58%
+3.46%
-1.41%
2020
+4.65%
-2.91%
+6.74%
-4.57%
2019
+7.87%
-1.68%
+11.07%
-0.76%
2018
+2.81%
-0.57%
-1.01%
-2.26%
2017
+2.40%
-0.98%
+6.67%
0.00%
2016
+4.61%
-2.49%
+4.67%
-1.32%
2015
+1.19%
-2.88%
-0.16%
-2.46%
2014
+8.74%
-0.13%
+4.82%
-1.01%
2013
-0.81%
-4.24%
+5.12%
-2.30%
2012
+9.54%
0.00%
+6.74%
-1.52%
2011
+8.60%
-0.56%
+3.69%
-2.88%
2010
+8.53%
-1.97%
+7.47%
-1.66%
2009
+15.30%
-0.78%
+10.64%
-5.42%
2008
-2.35%
-10.03%
-5.32%
-9.24%
2007
+4.99%
-1.62%
+5.55%
-0.80%
2006
+2.94%
-0.81%
+7.57%
-0.79%
2005
+4.98%
-1.02%
+4.31%
-1.00%
2004
+6.11%
-0.89%
+6.35%
-1.82%
2003
+3.93%
-2.34%
+10.38%
-1.16%
2002
+9.29%
-1.02%
+2.13%
-1.95%
2001
+10.83%
-1.10%
+2.93%
-1.89%
2000
+9.20%
-0.42%
+5.85%
-1.16%
1999
+0.29%
-3.17%
+5.52%
-1.57%
1998
+17.11%
-2.26%
+10.67%
-2.43%
1997
-4.84%
-7.85%
+9.16%
-1.58%
1996
+4.66%
-1.82%
+7.09%
-0.68%
1995
+21.23%
-0.60%
+17.99%
0.00%
1994
-7.29%
-8.68%
-0.59%
-3.75%
1993
+16.41%
0.00%
+11.76%
-1.05%
1992
+11.90%
-2.20%
+6.62%
-1.08%
1991
+21.42%
-0.43%
+18.00%
-1.13%
1990
+7.20%
-3.40%
+3.99%
-4.06%
1989
+11.10%
-2.18%
+14.88%
-0.43%
1988
+8.79%
-1.14%
+10.13%
-0.73%
1987
+3.47%
-4.82%
+4.09%
-5.44%
1986
+16.37%
-3.35%
+15.59%
-2.24%
1985
+24.95%
-3.70%
+22.07%
-0.64%