Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Merrill Edge Core Mutual Funds Asset Allocation Composite Moderate | NA | 15.39% | 0.19% | 3.41% | 4.62% | 7.59% | 7.97% | 9.16% |
Data as of 11/29/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Merrill Edge Core Mutual Funds Asset Allocation Composite Moderate | 12/31/2000 | 02/28/2025 |
| 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 (%) | 1.28 | 15.39 | 0.19 | 3.41 | 4.62 | 7.59 | 7.97 | 9.16 | NA | 4.89 | 9.06 | -17.02 | 8.59 | 8.31 | 18.82 | -4.83 | 11.17 | 9.46 | -2.47 | 9.43 | 12.11 | 21.35 | 2.31 | 22.21 | 22.32 | -5.10 | 5.73 | 14.42 | 9.31 | 14.35 | 21.93 | 10.89 | 7.92 |
| Sharpe Ratio | NA | 0.06 | -0.29 | 0.14 | 0.32 | NA | NA | 0.91 | 0.43 | -0.23 | 0.57 | -1.80 | 1.01 | 0.93 | 3.04 | -0.80 | 2.25 | 1.55 | -0.35 | 1.41 | 1.44 | 2.80 | 0.15 | 2.08 | 2.33 | -0.78 | 0.28 | 1.52 | 1.00 | 1.70 | 3.60 | 3.44 | 1.15 |
| Standard Deviation(%) | NA | 7.33 | 8.55 | 8.63 | 7.62 | NA | NA | 8.10 | 6.77 | 7.50 | 8.38 | 10.21 | 8.50 | 8.65 | 5.73 | 7.70 | 4.68 | 5.96 | 7.14 | 6.68 | 8.41 | 7.61 | 15.12 | 10.65 | 9.52 | 7.75 | 9.84 | 7.31 | 7.14 | 7.90 | 5.90 | 2.84 | 4.87 |
| Draw Down(%) | NA | 7.62 | 15.46 | 21.60 | 21.60 | NA | NA | 21.60 | 1.88 | 6.13 | 9.40 | 18.14 | 5.51 | 14.76 | 2.36 | 10.48 | 2.14 | 4.84 | 8.30 | 4.99 | 10.13 | 4.83 | 15.01 | 7.44 | 7.59 | 6.42 | 5.93 | 6.49 | 4.45 | 8.13 | 2.65 | 1.05 | 4.14 |
| Yield(%) | NA | 5.54 | 5.13 | 4.70 | 4.53 | NA | NA | 6.18 | NA | 1.89 | 4.40 | 3.58 | 8.35 | 2.59 | 3.22 | 3.85 | 4.25 | 3.83 | 2.84 | 7.31 | 4.84 | 8.79 | 5.71 | 12.80 | 16.71 | 5.01 | 5.56 | 4.92 | 7.37 | 4.20 | 4.08 | 7.56 | 8.42 |
Data as of 11/29/2024, 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 Core Mutual Funds Asset Allocation Composite Moderate |
-3.06%
Apr 2021 - Apr 2024 |
1.68%
Sep 2018 - Sep 2023 |
3.57%
Oct 2013 - Oct 2023 |
7.08%
Dec 2009 - Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Merrill Edge Core Mutual Funds Asset Allocation Composite Moderate |
19.18%
Feb 2009 - Feb 2012 |
17.27%
Feb 2009 - Feb 2014 |
13.14%
Apr 2003 - Apr 2013 |
11.09%
Nov 2002 - Nov 2017 |
Annualized Rolling Returns Comparison Chart