Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Merrill Edge Total Return Bond Plan Strategic Asset Allocation – Optimal Moderate | NA | 11.86% | -0.81% | -0.69% | 1.11% | 3.80% | 4.22% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Merrill Edge Total Return Bond Plan Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 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 (%) | -0.08 | 11.86 | -0.81 | -0.69 | 1.11 | 3.80 | 4.22 | … | … | -0.19 | 4.01 | 3.99 | -10.59 | -0.35 | -0.54 | 8.59 | -1.01 | 4.66 | 4.95 | -0.69 | 6.91 | 4.55 | 14.38 | 4.05 | 17.56 | 14.88 | -0.95 | 6.23 | 5.16 | 1.45 | 3.51 | 9.10 | 11.34 | 9.09 |
| Sharpe Ratio | NA | -0.54 | -0.91 | -0.59 | -0.09 | NA | NA | … | … | -0.10 | -0.64 | -0.04 | -1.91 | -0.15 | -0.09 | 2.04 | -0.99 | 2.54 | 1.77 | -0.20 | 2.52 | 1.37 | 7.24 | 1.33 | 3.95 | 2.91 | -0.27 | 0.82 | 0.68 | -0.28 | 0.66 | 2.57 | 3.46 | 1.27 |
| Standard Deviation(%) | NA | 4.01 | 5.57 | 5.77 | 4.55 | NA | NA | … | … | 2.53 | 4.04 | 6.10 | 6.26 | 2.50 | 8.21 | 3.52 | 2.35 | 1.59 | 2.68 | 3.61 | 2.73 | 3.30 | 1.98 | 3.01 | 4.42 | 5.09 | 7.07 | 3.97 | 2.80 | 2.52 | 3.90 | 3.27 | 2.96 | 5.32 |
| Draw Down(%) | NA | 2.39 | 14.19 | 18.98 | 18.98 | NA | NA | … | … | 0.28 | 2.36 | 7.85 | 14.63 | 3.23 | 16.36 | 2.37 | 3.38 | 0.64 | 1.41 | 2.76 | 3.01 | 5.08 | 0.45 | 3.04 | 3.31 | 3.25 | 6.65 | 2.45 | 1.88 | 2.58 | 4.41 | 1.70 | 1.05 | 4.13 |
| Yield(%) | NA | 5.41 | 4.82 | 4.79 | 4.38 | NA | NA | … | … | NA | 1.96 | 4.99 | 4.88 | 2.92 | 6.12 | 3.62 | 3.25 | 1.73 | 3.90 | 5.18 | 6.46 | 5.42 | 7.69 | 6.17 | 7.17 | 8.43 | 5.57 | 5.04 | 4.47 | 4.75 | 5.26 | 6.41 | 7.38 | 8.36 |
Data as of 10/31/2024, Common starting date 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 Total Return Bond Plan Strategic Asset Allocation – Optimal Moderate |
-4.78%
Oct 2019 – Oct 2022 |
-1.55%
Sep 2017 – Sep 2022 |
0.76%
Oct 2013 – Oct 2023 |
3.16%
Oct 2010 – Oct 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Merrill Edge Total Return Bond Plan Strategic Asset Allocation – Optimal Moderate |
12.96%
Feb 2009 – Feb 2012 |
11.48%
Feb 2009 – Feb 2014 |
8.06%
May 2001 – May 2011 |
7.02%
Jun 2001 – Jun 2016 |
Annualized Rolling Returns Comparison Chart