Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Merrill Lynch Life Insurance Co PORTFOLIO PLUS (QUALIFIED) X B SHARES Tactical Asset Allocation Moderate | NA | 19.31% | 3.12% | 6.38% | 5.53% | 7.62% | 7.78% | 7.36% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Merrill Lynch Life Insurance Co PORTFOLIO PLUS (QUALIFIED) X B SHARES Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| 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 (%) | -0.58 | 19.31 | 3.12 | 6.38 | 5.53 | 7.62 | 7.78 | 7.36 | NA | 2.67 | 12.13 | -6.35 | 8.80 | 7.90 | 14.74 | -3.72 | 6.64 | 12.95 | -4.37 | 7.90 | 19.50 | 11.70 | 4.27 | 14.04 | 14.37 | 0.23 | 9.70 | 10.76 | 6.47 | 7.29 | 12.86 | -5.86 | 5.40 |
| Sharpe Ratio | NA | -0.37 | -0.11 | 0.24 | 0.38 | NA | NA | 0.66 | -0.01 | -0.41 | 0.98 | -0.90 | 0.94 | 0.60 | 3.61 | -0.61 | 1.03 | 1.52 | -0.54 | 1.04 | 2.45 | 1.41 | 0.28 | 1.42 | 1.77 | -0.13 | 0.68 | 1.09 | 0.62 | 0.79 | 1.50 | -1.04 | 0.45 |
| Standard Deviation(%) | NA | 9.49 | 8.75 | 9.79 | 8.54 | NA | NA | 8.52 | 3.82 | 9.55 | 8.03 | 8.63 | 9.31 | 12.74 | 3.70 | 8.19 | 5.82 | 8.40 | 8.19 | 7.59 | 7.94 | 8.24 | 14.96 | 9.80 | 8.08 | 5.20 | 9.79 | 6.89 | 6.93 | 8.02 | 8.09 | 6.73 | 6.92 |
| Draw Down(%) | NA | 8.57 | 8.94 | 18.77 | 18.77 | NA | NA | 18.77 | 0.35 | 8.57 | 7.21 | 10.13 | 5.14 | 18.77 | 1.43 | 9.19 | 3.35 | 4.64 | 8.65 | 5.25 | 4.76 | 6.66 | 13.82 | 8.74 | 4.30 | 6.06 | 6.66 | 8.08 | 4.60 | 7.29 | 6.65 | 8.24 | 6.52 |
| Yield(%) | NA | 3.75 | 4.23 | 7.36 | 6.68 | NA | NA | 0.00 | NA | 1.18 | 3.63 | 3.91 | 17.38 | 5.02 | 6.73 | 10.21 | 3.45 | 3.48 | 4.01 | 8.86 | 3.47 | 4.92 | 2.08 | 2.34 | 4.59 | 3.87 | 6.76 | 3.94 | 8.56 | 2.33 | 2.31 | 3.67 | 4.88 |
Data as of 10/31/2024, 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 Life Insurance Co PORTFOLIO PLUS (QUALIFIED) X B SHARES Tactical Asset Allocation Moderate |
1.47%
Mar 2017 - Mar 2020 |
2.30%
Mar 2015 - Mar 2020 |
4.62%
Oct 2013 - Oct 2023 |
6.67%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Merrill Lynch Life Insurance Co PORTFOLIO PLUS (QUALIFIED) X B SHARES Tactical Asset Allocation Moderate |
14.72%
Sep 2011 - Sep 2014 |
13.65%
Mar 2009 - Mar 2014 |
10.31%
Aug 2004 - Aug 2014 |
9.11%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart