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 Strategic Asset Allocation - Equal Weight Moderate | NA | -2.76% | -0.03% | 1.32% | 3.91% | 4.55% | NA | 6.42% |
Data as of 04/30/2020, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Merrill Edge No Load No Transaction Fee Mutual Funds Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 07/30/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.12 | -2.76 | -0.03 | 1.32 | 3.91 | 4.55 | NA | 6.42 | 5.91 | 11.74 | -7.16 | 8.61 | 2.63 | 1.54 | 1.25 | 8.09 | 15.93 | -1.10 | 13.71 | 27.47 | -28.59 | 9.72 | 14.65 | 9.75 | 15.12 | 27.05 | 4.52 | 9.24 |
| Sharpe Ratio | NA | 0.59 | 0.23 | 0.34 | 0.34 | NA | NA | 0.49 | 0.26 | 2.14 | -1.02 | 1.59 | 0.39 | 0.21 | 0.03 | 1.68 | 3.17 | -0.10 | 1.59 | 2.06 | -1.57 | 0.84 | 1.71 | 1.57 | 2.45 | 5.42 | 0.61 | 1.07 |
| Standard Deviation(%) | NA | 16.94 | 11.31 | 9.63 | 14.55 | NA | NA | 12.31 | 21.91 | 4.83 | 8.36 | 5.03 | 6.19 | 7.08 | 37.99 | 4.78 | 5.01 | 11.10 | 8.60 | 13.32 | 18.74 | 8.00 | 6.62 | 4.84 | 5.79 | 4.87 | 5.60 | 6.49 |
| Draw Down(%) | NA | 23.65 | 23.65 | 23.65 | 28.01 | NA | NA | 37.65 | 23.65 | 2.82 | 13.65 | 3.67 | 5.81 | 6.85 | 26.37 | 5.89 | 4.00 | 13.65 | 7.75 | 12.40 | 35.74 | 7.71 | 8.15 | 4.31 | 8.17 | 3.51 | 10.23 | 6.68 |
| Yield(%) | NA | 2.24 | 2.73 | 2.92 | 3.37 | NA | NA | 4.28 | 0.39 | 2.84 | 5.18 | 0.36 | 2.68 | 4.37 | 3.46 | 3.91 | 4.47 | 2.88 | 4.29 | 3.63 | 3.41 | 7.49 | 9.27 | 7.76 | 3.98 | 3.58 | 3.29 | 4.11 |
Data as of 04/30/2020, 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 Strategic Asset Allocation - Equal Weight Moderate |
-7.61%
Feb 2006 - Feb 2009 |
-0.64%
Mar 2015 - Mar 2020 |
3.21%
Mar 2010 - Mar 2020 |
3.96%
Mar 2005 - Mar 2020 |
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 Strategic Asset Allocation - Equal Weight Moderate |
19.27%
Mar 2003 - Mar 2006 |
16.32%
Oct 2002 - Oct 2007 |
9.44%
Sep 2002 - Sep 2012 |
7.94%
Sep 2001 - Sep 2016 |
Annualized Rolling Returns Comparison Chart