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 Funds Strategic Asset Allocation - Equal Weight Moderate | NA | -36.67% | -11.68% | -5.53% | 1.51% | 3.01% | NA | 4.10% |
Data as of 06/30/2020, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Merrill Edge No Load No Transaction Fee Funds Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 09/24/2020 |
| 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 (%) | -0.44 | -36.67 | -11.68 | -5.53 | 1.51 | 3.01 | NA | 4.10 | -35.29 | 16.80 | -7.74 | 12.57 | 3.54 | -0.49 | 4.82 | 10.91 | 13.60 | 0.01 | 15.79 | 32.80 | -27.27 | 13.58 | 11.38 | 11.95 | 10.48 | 25.46 | -6.81 | 3.66 |
| Sharpe Ratio | NA | -0.60 | -0.37 | -0.17 | 0.04 | NA | NA | 0.22 | -0.54 | 2.74 | -1.04 | 2.53 | 0.41 | -0.07 | 0.83 | 1.87 | 2.35 | 0.00 | 1.74 | 2.50 | -1.73 | 1.27 | 1.14 | 1.89 | 1.48 | 4.46 | -1.01 | 0.17 |
| Standard Deviation(%) | NA | 56.75 | 33.35 | 26.21 | 19.27 | NA | NA | 15.23 | 66.33 | 5.61 | 8.73 | 4.72 | 8.21 | 7.49 | 5.81 | 5.80 | 5.77 | 10.91 | 9.03 | 13.09 | 16.26 | 8.33 | 7.09 | 5.17 | 6.46 | 5.56 | 7.83 | 8.11 |
| Draw Down(%) | NA | 53.86 | 53.86 | 53.86 | 53.86 | NA | NA | 53.86 | 53.86 | 2.77 | 13.26 | 3.02 | 7.37 | 8.34 | 5.22 | 5.22 | 4.83 | 11.86 | 6.84 | 13.84 | 36.05 | 6.35 | 9.93 | 4.33 | 7.64 | 3.98 | 17.65 | 13.01 |
| Yield(%) | NA | 0.82 | 2.35 | 2.91 | 3.08 | NA | NA | 3.76 | 0.36 | 0.96 | 5.73 | 0.19 | 1.96 | 5.76 | 4.29 | 3.08 | 3.97 | 2.89 | 3.70 | 3.08 | 4.23 | 5.50 | 7.82 | 3.59 | 2.44 | 3.29 | 2.87 | 5.71 |
Data as of 06/30/2020, 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 Funds Strategic Asset Allocation - Equal Weight Moderate |
-14.31%
Mar 2017 - Mar 2020 |
-7.82%
Mar 2015 - Mar 2020 |
0.04%
Mar 2010 - Mar 2020 |
2.42%
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 Funds Strategic Asset Allocation - Equal Weight Moderate |
21.69%
Feb 2009 - Feb 2012 |
16.65%
Feb 2009 - Feb 2014 |
10.04%
Mar 2003 - Mar 2013 |
8.80%
Sep 2002 - Sep 2017 |
Annualized Rolling Returns Comparison Chart