Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Merrill Edge Select Funds Strategic Asset Allocation - Equal Weight Moderate | NA | 20.75% | 1.45% | -0.20% | 1.82% | 4.50% | 4.88% | 5.55% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Merrill Edge Select Funds Strategic Asset Allocation - Equal Weight 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 (%) | -0.96 | 20.75 | 1.45 | -0.20 | 1.82 | 4.50 | 4.88 | 5.55 | NA | 7.71 | 8.40 | -10.61 | 27.99 | -30.47 | 18.32 | -7.58 | 12.21 | 3.42 | -1.34 | 3.79 | 11.67 | 12.48 | 2.41 | 15.30 | 31.97 | -28.55 | 14.14 | 11.20 | 10.76 | 10.88 | 28.55 | -2.98 | 2.41 |
| Sharpe Ratio | NA | 0.21 | -0.28 | -0.11 | 0.00 | NA | NA | 0.21 | 0.02 | 0.15 | 0.56 | -1.03 | 0.58 | -0.48 | 2.68 | -0.95 | 2.21 | 0.41 | -0.16 | 0.52 | 2.03 | 2.27 | 0.26 | 1.89 | 2.51 | -1.78 | 1.52 | 1.12 | 1.73 | 1.60 | 5.09 | -0.59 | 0.01 |
| Standard Deviation(%) | NA | 7.60 | 9.11 | 36.79 | 26.54 | NA | NA | 18.33 | 9.33 | 7.58 | 7.44 | 11.63 | 48.60 | 64.37 | 6.30 | 9.33 | 5.24 | 7.84 | 8.33 | 7.22 | 5.74 | 5.47 | 9.30 | 8.04 | 12.69 | 16.58 | 7.32 | 7.06 | 4.95 | 6.20 | 5.47 | 6.92 | 7.76 |
| Draw Down(%) | NA | 5.96 | 17.47 | 57.38 | 57.38 | NA | NA | 57.38 | 0.89 | 5.95 | 6.37 | 17.47 | 23.51 | 57.38 | 3.26 | 13.98 | 3.18 | 7.41 | 9.43 | 5.61 | 4.91 | 4.66 | 10.04 | 6.74 | 10.51 | 35.21 | 5.68 | 10.02 | 4.21 | 8.33 | 3.63 | 13.95 | 12.92 |
| Yield(%) | NA | 3.61 | 4.39 | 4.10 | 3.64 | NA | NA | 3.70 | NA | 0.88 | 3.34 | 3.91 | 4.70 | 3.18 | 1.70 | 3.60 | 0.27 | 2.59 | 5.04 | 4.36 | 3.41 | 3.35 | 3.88 | 3.51 | 3.02 | 3.37 | 5.44 | 8.26 | 3.60 | 2.27 | 3.45 | 3.28 | 4.79 |
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 Edge Select Funds Strategic Asset Allocation - Equal Weight Moderate |
-15.65%
Mar 2017 - Mar 2020 |
-8.79%
Mar 2015 - Mar 2020 |
-0.48%
Mar 2010 - Mar 2020 |
1.82%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Merrill Edge Select Funds Strategic Asset Allocation - Equal Weight Moderate |
20.17%
Feb 2009 - Feb 2012 |
16.27%
Oct 2002 - Oct 2007 |
10.03%
Mar 2003 - Mar 2013 |
8.70%
Oct 2002 - Oct 2017 |
Annualized Rolling Returns Comparison Chart