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 Strategic Asset Allocation - Equal Weight Moderate | NA | 5.72% | 6.37% | 5.49% | 3.17% | 6.98% | NA | 6.40% |
Data as of 09/29/2017, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Merrill Lynch Investor Choice IRA Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 12/29/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.20 | 5.72 | 6.37 | 5.49 | 3.17 | 6.98 | NA | 6.40 | 9.58 | 5.27 | 6.15 | 2.81 | 4.90 | 10.45 | -8.67 | 14.40 | 30.38 | -28.42 | 7.68 | 13.04 | 9.82 | 15.31 | 23.76 | -1.71 | 3.72 |
| Sharpe Ratio | NA | 2.14 | 0.74 | 0.73 | 0.32 | NA | NA | 0.57 | 2.08 | 0.65 | 0.49 | 0.53 | 0.77 | 1.60 | -0.76 | 1.53 | 1.99 | -1.58 | 0.51 | 1.43 | 1.49 | 2.30 | 4.54 | -0.44 | 0.27 |
| Standard Deviation(%) | NA | 4.30 | 8.89 | 7.81 | 10.72 | NA | NA | 9.21 | 4.30 | 7.81 | 12.58 | 5.26 | 6.29 | 6.51 | 11.47 | 9.37 | 15.24 | 18.54 | 9.15 | 6.80 | 5.13 | 6.24 | 5.08 | 6.40 | 5.24 |
| Draw Down(%) | NA | 2.39 | 11.32 | 11.32 | 39.26 | NA | NA | 40.75 | 2.39 | 7.15 | 6.04 | 5.55 | 7.65 | 5.89 | 14.35 | 7.48 | 15.64 | 37.85 | 7.24 | 8.13 | 4.38 | 8.17 | 4.11 | 12.64 | 6.71 |
| Yield(%) | NA | 3.31 | 4.08 | 4.56 | 4.92 | NA | NA | 5.55 | 3.15 | 2.62 | 6.38 | 6.35 | 4.13 | 2.70 | 6.22 | 4.06 | 4.72 | 8.48 | 7.27 | 6.53 | 6.31 | 5.78 | 4.32 | 4.34 | 5.40 |
Data as of 09/29/2017, 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 Strategic Asset Allocation - Equal Weight Moderate |
-8.92%
Feb 2006 - Feb 2009 |
-0.79%
Feb 2004 - Feb 2009 |
2.98%
Oct 2007 - Oct 2017 |
5.59%
Feb 2001 - Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Merrill Lynch Investor Choice IRA Strategic Asset Allocation - Equal Weight Moderate |
18.19%
Mar 2003 - Mar 2006 |
15.51%
Oct 2002 - Oct 2007 |
8.16%
Apr 2001 - Apr 2011 |
7.00%
Oct 2002 - Oct 2017 |
Annualized Rolling Returns Comparison Chart