Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Merrill Edge Conservative Total Return Dividend Portfolio | 2.20% | -1.83% | 0.69% | 3.28% | 4.71% | 6.98% | 6.71% | 6.98% |
Data as of 06/04/2025, AR inception is 01/02/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Merrill Edge Conservative Total Return Dividend Portfolio | 01/02/2001 | 06/04/2025 |
| 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 (%) | 1.10 | -1.83 | 0.69 | 3.28 | 4.71 | 6.98 | 6.71 | 6.98 | 2.20 | -2.86 | 3.31 | -5.27 | 12.04 | 8.93 | 16.22 | -1.36 | 9.71 | 5.37 | 0.76 | 10.77 | 8.05 | 17.30 | 9.76 | 18.20 | 22.90 | -10.08 | 4.25 | 9.53 | 2.58 | 8.20 | 17.56 | 3.27 | 2.92 |
| Sharpe Ratio | NA | -0.65 | -0.38 | 0.20 | 0.53 | NA | NA | 0.95 | 0.12 | -0.92 | -0.06 | -0.90 | 2.60 | 0.77 | 3.63 | -0.65 | 3.10 | 1.17 | 0.14 | 3.22 | 1.74 | 4.55 | 1.61 | 3.23 | 2.39 | -0.96 | 0.23 | 1.66 | 0.08 | 1.59 | 3.80 | 0.47 | 0.11 |
| Standard Deviation(%) | NA | 7.91 | 6.84 | 6.49 | 6.26 | NA | NA | 5.99 | 7.73 | 7.08 | 5.92 | 7.41 | 4.62 | 11.30 | 4.06 | 4.22 | 2.91 | 4.40 | 5.10 | 3.34 | 4.61 | 3.79 | 6.04 | 5.61 | 9.55 | 11.47 | 4.89 | 3.67 | 3.93 | 4.53 | 4.43 | 4.52 | 4.40 |
| Draw Down(%) | NA | 10.04 | 10.04 | 10.04 | 15.63 | NA | NA | 20.12 | 4.96 | 8.04 | 6.20 | 9.03 | 2.46 | 15.63 | 1.91 | 4.05 | 1.29 | 4.52 | 5.45 | 1.98 | 6.02 | 2.45 | 4.19 | 3.76 | 8.65 | 17.75 | 3.09 | 1.84 | 2.93 | 5.73 | 2.47 | 5.12 | 3.10 |
| Yield(%) | NA | 1.30 | 1.56 | 1.49 | 1.45 | NA | NA | 1.22 | NA | 0.47 | 0.92 | 1.66 | 1.86 | 1.09 | 1.61 | 1.85 | 0.96 | 1.48 | 1.50 | 1.37 | 0.99 | 0.87 | 0.80 | 0.83 | 1.07 | 0.84 | 0.92 | 0.96 | 1.03 | 1.04 | 1.09 | 1.16 | 1.76 |
Data as of 06/04/2025, AR inception is 01/02/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Merrill Edge Conservative Total Return Dividend Portfolio |
-1.67%
Dec 2021 - Dec 2024 |
0.92%
Feb 2004 - Feb 2009 |
4.42%
Mar 2015 - Mar 2025 |
6.66%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Merrill Edge Conservative Total Return Dividend Portfolio |
20.48%
Feb 2009 - Feb 2012 |
17.08%
Feb 2009 - Feb 2014 |
10.92%
Feb 2009 - Feb 2019 |
9.33%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart