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Merrill Edge Core Mutual Funds Strategic Asset Allocation - Optimal Moderate
0.63%November 11 | MyPlanIQ portfolio symbol P_63456

  • Portfolio Overview
  • Holdings
  • Performance
  • Calculators
  • Rolling Returns
  • Drawdowns

Holdings




Historical Performance


Merrill Edge Core Mutual Funds Strategic Asset Allocation - Optimal Moderate Historical Returns

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
Merrill Edge Core Mutual Funds Strategic Asset Allocation - Optimal Moderate NA -13.87% 0.72% 2.19% 5.23% 5.59% 7.61% 7.17%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA -11.38% 12.65% 11.76% 12.96% 8.89% 9.86% 7.52%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA -14.27% 4.26% 4.47% 5.86% 4.58% 6.36% 5.23%
Data as of 08/31/2022, AR inception is 12/31/2000

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Merrill Edge Core Mutual Funds Strategic Asset Allocation - Optimal Moderate Historical Return Chart


Calculators


Dollar Cost Average Calculator for Merrill Edge Core Mutual Funds Strategic Asset Allocation - Optimal Moderate

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Retirement Spending Calculator for Merrill Edge Core Mutual Funds Strategic Asset Allocation - Optimal Moderate

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Rolling Returns


From 12/31/2000 to 11/11/2022, the worst annualized return of 3-year rolling returns for Merrill Edge Core Mutual Funds Strategic Asset Allocation - Optimal Moderate is -8.21%.
From 12/31/2000 to 11/11/2022, the worst annualized return of 5-year rolling returns for Merrill Edge Core Mutual Funds Strategic Asset Allocation - Optimal Moderate is -0.53%.
From 12/31/2000 to 11/11/2022, the worst annualized return of 10-year rolling returns for Merrill Edge Core Mutual Funds Strategic Asset Allocation - Optimal Moderate is 4.21%.
From 12/31/2000 to 11/11/2022, the worst annualized return of 20-year rolling returns for Merrill Edge Core Mutual Funds Strategic Asset Allocation - Optimal Moderate is 7.26%.

Maximum Drawdown

Merrill Edge Core Mutual Funds Strategic Asset Allocation - Optimal Moderate Maximum Drawdown