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 - Optimal Moderate | -0.79% | 0.78% | 3.58% | 8.26% | 2.82% | 4.56% | 4.73% | 5.29% |
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 - Optimal 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 (%) | -2.07 | 0.78 | 3.58 | 8.26 | 2.82 | 4.56 | 4.73 | 5.29 | -0.79 | 7.34 | 10.61 | -10.44 | 5.42 | 19.85 | 16.67 | -23.37 | 7.41 | 3.10 | 2.59 | 2.84 | 18.99 | 10.81 | -2.58 | 14.26 | 26.35 | -24.73 | 9.14 | 12.42 | 4.79 | 12.73 | 21.53 | -3.52 | 4.24 |
| Sharpe Ratio | NA | 0.18 | 0.32 | 0.42 | 0.15 | NA | NA | 0.35 | 0.27 | 0.38 | 0.79 | -0.92 | 0.59 | 1.11 | 2.35 | -0.87 | 1.15 | 0.36 | 0.30 | 0.36 | 2.62 | 1.43 | -0.16 | 1.13 | 1.71 | -1.20 | 0.58 | 1.16 | 0.39 | 1.51 | 2.58 | -0.51 | 0.21 |
| Standard Deviation(%) | NA | 12.13 | 11.19 | 10.88 | 13.52 | NA | NA | 12.17 | 14.33 | 9.75 | 8.76 | 12.90 | 9.12 | 17.72 | 6.47 | 28.45 | 5.87 | 8.04 | 8.52 | 7.82 | 7.23 | 7.53 | 15.89 | 12.56 | 15.37 | 21.48 | 10.36 | 7.73 | 6.44 | 7.78 | 8.08 | 9.15 | 8.47 |
| Draw Down(%) | NA | 14.55 | 14.55 | 19.94 | 31.14 | NA | NA | 38.64 | 11.24 | 7.79 | 8.38 | 19.22 | 5.74 | 22.37 | 2.80 | 29.92 | 5.22 | 7.74 | 7.71 | 6.51 | 5.40 | 6.91 | 17.14 | 10.11 | 17.06 | 34.14 | 7.54 | 9.31 | 6.25 | 7.55 | 6.54 | 14.26 | 10.21 |
| Yield(%) | NA | 4.62 | 5.97 | 4.91 | 4.49 | NA | NA | 4.49 | NA | 0.59 | 4.69 | 4.05 | 8.46 | 4.90 | 1.91 | 3.47 | 0.52 | 1.59 | 7.75 | 7.69 | 5.67 | 2.46 | 2.82 | 3.00 | 2.90 | 4.32 | 7.54 | 8.51 | 5.49 | 4.34 | 2.58 | 2.65 | 5.36 |
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 - Optimal Moderate |
-7.43%
Feb 2006 - Feb 2009 |
-2.35%
Mar 2015 - Mar 2020 |
1.88%
Oct 2013 - Oct 2023 |
2.74%
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 - Optimal Moderate |
18.82%
Feb 2009 - Feb 2012 |
16.45%
Feb 2009 - Feb 2014 |
8.40%
Mar 2003 - Mar 2013 |
7.72%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart