Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Merrill Edge No Load No Transaction Fee Mutual Funds Tactical Asset Allocation Moderate | NA | -0.39% | 7.40% | 6.75% | 10.54% | NA | NA | 11.43% |
Data as of 06/30/2015, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Merrill Edge No Load No Transaction Fee Mutual Funds Tactical Asset Allocation Moderate | 12/31/2000 | 09/18/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.56 | -0.39 | 7.40 | 6.75 | 10.54 | NA | NA | 11.43 | -3.43 | -1.47 | 16.80 | 18.32 | -5.62 | 14.80 | 18.62 | 6.93 | 15.50 | 14.50 | 10.84 | 16.36 | 26.43 | 7.98 | 4.87 |
| Sharpe Ratio | NA | -0.28 | 0.61 | 0.55 | 0.87 | NA | NA | 1.06 | -0.37 | -0.17 | 2.28 | 2.39 | -0.43 | 1.33 | 1.54 | 0.72 | 1.07 | 1.14 | 1.21 | 1.62 | 4.45 | 1.60 | 0.46 |
| Standard Deviation(%) | NA | 8.96 | 8.22 | 9.59 | 10.07 | NA | NA | 9.13 | 9.40 | 8.92 | 7.37 | 7.64 | 13.27 | 11.02 | 12.05 | 8.35 | 11.68 | 9.88 | 7.19 | 9.51 | 5.79 | 4.31 | 5.57 |
| Draw Down(%) | NA | 10.20 | 10.88 | 14.49 | 14.49 | NA | NA | 14.49 | 10.20 | 10.13 | 7.14 | 6.29 | 14.49 | 7.74 | 6.97 | 5.68 | 11.03 | 12.78 | 6.01 | 12.80 | 3.36 | 2.74 | 5.13 |
| Yield(%) | NA | 3.67 | 3.23 | 2.98 | 5.02 | NA | NA | 0.00 | 0.46 | 3.45 | 2.51 | 4.99 | 2.38 | 3.18 | 3.40 | 3.45 | 9.25 | 8.08 | 12.33 | 6.16 | 6.42 | 5.43 | 4.68 |
Data as of 06/30/2015, 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 Edge No Load No Transaction Fee Mutual Funds Tactical Asset Allocation Moderate |
5.02%
Apr 2011 - Apr 2014 |
5.43%
Aug 2010 - Aug 2015 |
9.68%
Aug 2005 - Aug 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Merrill Edge No Load No Transaction Fee Mutual Funds Tactical Asset Allocation Moderate |
21.47%
Apr 2003 - Apr 2006 |
17.67%
Oct 2002 - Oct 2007 |
14.14%
Apr 2001 - Apr 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart