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 Strategic Asset Allocation - Equal Weight Moderate | 1.28% | 1.53% | 4.31% | 9.20% | 4.87% | 5.85% | 5.69% | 6.06% |
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 Strategic Asset Allocation - Equal Weight 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 (%) | -1.76 | 1.53 | 4.31 | 9.20 | 4.87 | 5.85 | 5.69 | 6.06 | 1.28 | 5.58 | 10.18 | -9.61 | 7.83 | 20.56 | 18.01 | -9.07 | 7.54 | 1.72 | 2.13 | 2.51 | 14.94 | 11.15 | -0.25 | 12.60 | 25.92 | -24.27 | 9.89 | 11.17 | 5.77 | 9.79 | 18.75 | -0.83 | 5.50 |
| Sharpe Ratio | NA | 0.31 | 0.40 | 0.51 | 0.37 | NA | NA | 0.50 | 0.48 | 0.18 | 0.73 | -0.92 | 0.77 | 1.13 | 2.30 | -0.87 | 1.26 | 0.17 | 0.23 | 0.33 | 2.22 | 1.73 | -0.02 | 1.28 | 1.78 | -1.40 | 0.83 | 1.24 | 0.69 | 1.29 | 3.11 | -0.28 | 0.46 |
| Standard Deviation(%) | NA | 11.91 | 10.76 | 10.95 | 10.91 | NA | NA | 9.98 | 12.52 | 10.59 | 8.90 | 11.99 | 10.11 | 18.04 | 7.18 | 12.05 | 5.48 | 8.74 | 8.94 | 7.50 | 6.73 | 6.41 | 11.63 | 9.74 | 14.48 | 18.01 | 8.12 | 6.26 | 5.07 | 6.81 | 5.80 | 7.16 | 6.68 |
| Draw Down(%) | NA | 12.39 | 12.39 | 19.56 | 22.48 | NA | NA | 36.83 | 8.93 | 8.27 | 8.04 | 18.38 | 6.23 | 22.48 | 3.12 | 17.17 | 4.65 | 8.12 | 8.38 | 5.55 | 6.02 | 5.66 | 11.50 | 7.29 | 16.08 | 32.57 | 5.91 | 7.60 | 3.71 | 7.10 | 5.27 | 10.87 | 7.14 |
| Yield(%) | NA | 2.85 | 4.47 | 4.13 | 3.86 | NA | NA | 4.20 | NA | 0.47 | 3.10 | 3.48 | 6.22 | 5.75 | 1.53 | 2.41 | 0.48 | 1.36 | 6.90 | 7.25 | 2.28 | 2.85 | 2.90 | 2.62 | 3.03 | 8.21 | 5.77 | 7.29 | 5.32 | 3.80 | 3.53 | 3.48 | 6.60 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-6.92%
Feb 2006 - Feb 2009 |
-1.35%
Feb 2004 - Feb 2009 |
4.02%
Oct 2013 - Oct 2023 |
3.99%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MERRILL LYNCH IRA ANNUITY Strategic Asset Allocation - Equal Weight Moderate |
18.26%
Feb 2009 - Feb 2012 |
15.65%
Feb 2009 - Feb 2014 |
8.55%
Feb 2009 - Feb 2019 |
8.37%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart