Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Merrill Lynch Investor Choice IRA Tactical Asset Allocation Moderate | NA | -12.00% | 5.74% | 11.69% | 8.22% | 7.38% | 9.95% | 9.89% |
Data as of 02/28/2023, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Merrill Lynch Investor Choice IRA Tactical Asset Allocation Moderate | 12/31/2000 | 05/18/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 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 (%) | -0.46 | -12.00 | 5.74 | 11.69 | 8.22 | 7.38 | 9.95 | 9.89 | -335,014.92 | -13.02 | 11.15 | 23.30 | 22.47 | 19.58 | 10.57 | 5.47 | -5.64 | 1.54 | 15.17 | 10.78 | -0.65 | 11.70 | 27.30 | -18.70 | 22.94 | 18.15 | 12.41 | 11.35 | 31.56 | 11.94 | 4.72 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | NA | NA | -1.02 | 0.95 | 2.53 | 2.30 | 1.94 | 1.75 | 0.82 | -0.87 | 0.23 | 2.07 | 1.86 | -0.07 | 0.83 | 2.49 | -2.20 | 1.50 | 1.54 | 1.52 | 1.18 | 5.95 | 2.01 | 0.48 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | NA | NA | 14.18 | 11.72 | 9.11 | 9.17 | 9.41 | 5.67 | 6.45 | 6.50 | 6.67 | 7.30 | 5.77 | 9.54 | 13.95 | 10.94 | 8.90 | 13.30 | 9.69 | 6.71 | 8.79 | 5.19 | 5.39 | 4.97 |
| Draw Down(%) | NA | 200,825.45 | 200,825.45 | 200,825.45 | 200,825.45 | NA | NA | 200,825.45 | 200,825.45 | 19.77 | 7.68 | 4.28 | 0.48 | 5.58 | 3.42 | 4.55 | 9.62 | 7.96 | 5.38 | 4.17 | 9.22 | 10.21 | 5.36 | 21.45 | 11.14 | 13.89 | 6.01 | 12.35 | 1.81 | 4.71 | 3.83 |
| Yield(%) | NA | 40.46 | 18.16 | 19.31 | 12.77 | NA | NA | 8.80 | 31.79 | 14.97 | 2.34 | 14.42 | 21.51 | 19.90 | 1.29 | 3.00 | 7.17 | 9.13 | 6.98 | 4.97 | 6.44 | 3.33 | 4.36 | 2.60 | 6.88 | 7.17 | 3.20 | 3.64 | 5.58 | 4.88 | 8.15 |
Data as of 02/28/2023, 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 Investor Choice IRA Tactical Asset Allocation Moderate |
0.03%
Feb 2014 - Feb 2017 |
2.69%
Apr 2011 - Apr 2016 |
4.72%
Oct 2007 - Oct 2017 |
6.98%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Merrill Lynch Investor Choice IRA Tactical Asset Allocation Moderate |
23.36%
May 2018 - May 2021 |
22.51%
Mar 2018 - Mar 2023 |
13.62%
Mar 2013 - Mar 2023 |
11.22%
Mar 2008 - Mar 2023 |
Annualized Rolling Returns Comparison Chart