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 Asset Allocation Composite Moderate | 1.87% | 9.63% | 4.93% | 2.39% | 4.34% | 5.29% | 6.27% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Merrill Edge Total Return Bond Plan Asset Allocation Composite Moderate | 12/31/2000 | 05/01/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 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 (%) | 0.67 | 9.63 | 4.93 | 2.39 | 4.34 | 5.29 | 6.27 | … | … | 1.87 | 8.77 | 0.80 | 4.34 | -3.54 | 0.20 | 8.30 | 9.63 | -0.87 | 8.23 | 7.08 | 1.93 | 7.30 | 4.45 | 15.83 | 10.04 | 13.38 | 14.88 | 4.16 | 7.89 | 2.94 | 2.38 | 5.55 | 5.89 | 4.66 | 2.31 |
| Sharpe Ratio | NA | 1.13 | 0.06 | -0.17 | 0.64 | NA | NA | … | … | -0.35 | 1.77 | -0.51 | 0.11 | -2.05 | 0.06 | 2.97 | 2.25 | -0.94 | 3.90 | 2.29 | 0.56 | 2.89 | 1.35 | 5.37 | 3.75 | 3.19 | 3.04 | 1.67 | 1.13 | -0.15 | 0.05 | 1.24 | 1.42 | 2.93 | -2.43 |
| Standard Deviation(%) | NA | 3.56 | 5.07 | 4.47 | 3.74 | NA | NA | … | … | 4.45 | 3.32 | 5.54 | 6.32 | 2.42 | 2.96 | 2.71 | 3.62 | 2.40 | 1.94 | 3.00 | 3.40 | 2.52 | 3.28 | 2.94 | 2.67 | 4.16 | 4.87 | 1.91 | 4.20 | 3.22 | 2.65 | 3.67 | 3.65 | 1.20 | 0.05 |
| Draw Down(%) | NA | 3.69 | 7.05 | 8.64 | 8.64 | NA | NA | … | … | 3.69 | 1.91 | 5.78 | 7.55 | 4.11 | 3.17 | 1.45 | 2.37 | 2.27 | 0.49 | 1.41 | 2.08 | 1.69 | 5.09 | 1.40 | 1.56 | 3.33 | 1.93 | 1.09 | 2.25 | 1.80 | 2.10 | 4.41 | 5.08 | 0.40 | 0.00 |
| Yield(%) | NA | 5.19 | 4.05 | 3.65 | 4.39 | NA | NA | … | … | NA | NA | 1.40 | 5.41 | 3.12 | 3.48 | 2.29 | 3.73 | 3.96 | 5.21 | 4.14 | 6.34 | 6.78 | 5.31 | 6.45 | 7.15 | 5.32 | 7.23 | 1.16 | 5.72 | 4.66 | 4.55 | 5.22 | 3.57 | 2.83 | 2.31 |
Data as of 02/27/2026, 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 Asset Allocation Composite Moderate |
-0.80%
Oct 2020 – Oct 2023 |
1.51%
Jan 2020 – Jan 2025 |
3.24%
Jan 2015 – Jan 2025 |
4.95%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Merrill Edge Total Return Bond Plan Asset Allocation Composite Moderate |
14.81%
May 2009 – May 2012 |
12.87%
May 2009 – May 2014 |
9.04%
Jun 2007 – Jun 2017 |
7.74%
May 2006 – May 2021 |
Annualized Rolling Returns Comparison Chart