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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
MER (MERRILL LYNCH & CO. INC.) NA 2.32% 0.77% 0.46% 0.23% 14.26% 13.37% 12.76%
Data as of 06/07/2019, AR inception is 12/31/1997
More Performance Analytics Comparison
Name Start Date End Date
MER (MERRILL LYNCH & CO. INC.) 12/31/1997 06/07/2019
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception 2019 2018 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997
Annualized Return (%) 0.99 2.32 0.77 0.46 0.23 14.26 13.37 12.76 2.32 3,164.60 -41.32 39.26 14.79 3.12 56.76 -26.03 -22.71 65.48 24.81 -8.48 0.00
Sharpe Ratio NA 8.16 0.56 0.26 0.11 NA NA 0.10 0.18 0.07 -1.24 1.83 0.74 0.10 1.92 -0.61 -0.51 1.19 0.43 -0.21 NA
Standard Deviation(%) NA 396.98 396.98 396.98 396.98 NA NA 113.89 20.61 597.35 36.09 19.71 16.96 20.66 29.26 44.20 50.53 51.46 50.16 56.26 0.00
Draw Down(%) NA 13.82 13.82 13.82 13.82 NA NA 91.29 10.80 13.82 46.54 18.30 14.74 25.57 26.24 50.71 54.65 24.14 36.27 65.03 0.00
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.56 0.55 0.53 0.00 0.00 1.50 1.46 1.28 1.10 1.61 1.23 0.97 1.30 0.00 0.00 0.00
Data as of 06/07/2019, AR inception is 12/31/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MER (MERRILL LYNCH & CO. INC.) -42.93%
Dec 2005 - Dec 2008
-26.12%
Dec 2003 - Dec 2008
-8.59%
Dec 1998 - Dec 2008
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MER (MERRILL LYNCH & CO. INC.) 78.11%
Jan 2016 - Jan 2019
53.46%
Apr 2014 - Apr 2019
29.58%
Apr 2009 - Apr 2019
0.00%
NA
Annualized Rolling Returns Comparison Chart