Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MERRILL LYNCH IRA ANNUITY Tactical Asset Allocation Moderate | -5.64% | -6.93% | 3.67% | 9.45% | 7.58% | 8.46% | 9.45% | 10.08% |
Data as of 03/31/2025, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MERRILL LYNCH IRA ANNUITY Tactical Asset Allocation Moderate | 12/31/2000 | 06/04/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.28 | -6.93 | 3.67 | 9.45 | 7.58 | 8.46 | 9.45 | 10.08 | -5.64 | 7.10 | 14.51 | -6.73 | 11.64 | 20.88 | 17.39 | -3.72 | 11.41 | 11.66 | 5.35 | 4.97 | 26.56 | 10.14 | -1.82 | 13.77 | 17.58 | 4.67 | 10.41 | 16.15 | 7.99 | 14.13 | 28.75 | 7.85 | 5.21 |
| Sharpe Ratio | NA | -0.48 | 0.20 | 0.56 | 0.57 | NA | NA | 0.85 | -0.17 | 0.26 | 1.19 | -0.72 | 0.99 | 1.06 | 2.00 | -0.43 | 1.60 | 1.34 | 0.57 | 0.55 | 3.12 | 1.21 | -0.12 | 1.04 | 1.57 | 0.42 | 0.70 | 1.60 | 0.84 | 1.52 | 3.09 | 1.12 | 0.42 |
| Standard Deviation(%) | NA | 14.81 | 11.99 | 12.08 | 11.75 | NA | NA | 10.51 | 14.62 | 13.41 | 9.13 | 11.38 | 11.70 | 19.46 | 7.96 | 11.77 | 6.71 | 8.52 | 9.41 | 8.95 | 8.51 | 8.30 | 15.53 | 13.17 | 11.10 | 8.84 | 10.38 | 7.94 | 6.82 | 8.64 | 9.08 | 6.01 | 6.59 |
| Draw Down(%) | NA | 21.62 | 21.62 | 21.62 | 21.62 | NA | NA | 21.62 | 14.30 | 11.36 | 6.95 | 13.37 | 6.56 | 20.49 | 4.05 | 13.58 | 3.79 | 5.06 | 7.55 | 6.05 | 4.76 | 6.85 | 16.68 | 10.64 | 7.74 | 7.63 | 7.96 | 9.27 | 6.11 | 8.71 | 4.14 | 3.83 | 4.97 |
| Yield(%) | NA | 8.43 | 6.32 | 6.26 | 6.96 | NA | NA | 0.00 | NA | 4.63 | 5.31 | 3.62 | 6.16 | 6.81 | 6.36 | 5.84 | 8.41 | 4.49 | 8.84 | 12.36 | 6.07 | 2.81 | 2.68 | 2.16 | 4.88 | 4.42 | 5.12 | 10.50 | 7.32 | 5.19 | 3.69 | 5.36 | 7.55 |
Data as of 03/31/2025, AR inception is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MERRILL LYNCH IRA ANNUITY Tactical Asset Allocation Moderate |
3.53%
Apr 2021 - Apr 2024 |
5.74%
Mar 2015 - Mar 2020 |
7.58%
Mar 2015 - Mar 2025 |
8.37%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MERRILL LYNCH IRA ANNUITY Tactical Asset Allocation Moderate |
18.59%
Apr 2003 - Apr 2006 |
16.12%
May 2002 - May 2007 |
13.57%
Apr 2001 - Apr 2011 |
12.12%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart