Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Merrill Edge Select Funds Tactical Asset Allocation Moderate | NA | -12.28% | 3.24% | 2.61% | 4.18% | 5.43% | 8.28% | … | … |
Data as of 10/31/2022, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Merrill Edge Select Funds Tactical Asset Allocation Moderate | 12/31/2000 | 01/30/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | 2.48 | -12.28 | 3.24 | 2.61 | 4.18 | 5.43 | 8.28 | … | … | 3.10 | -9.37 | 0.20 | 17.77 | 17.84 | -10.92 | 14.16 | -0.42 | 0.09 | 1.57 | 15.33 | 11.67 | -2.75 | 15.02 | 22.78 | 0.77 | 17.98 | 14.88 | 10.96 | 15.78 | 23.79 | -0.74 | 0.85 |
| Sharpe Ratio | NA | -0.14 | 0.11 | 0.10 | 0.35 | NA | NA | … | … | 0.25 | -0.81 | 0.01 | 1.01 | 2.15 | -1.14 | 2.23 | -0.07 | 0.01 | 0.17 | 1.93 | 1.40 | -0.18 | 1.40 | 2.35 | -0.03 | 1.42 | 1.10 | 1.25 | 1.57 | 3.50 | -0.40 | -0.28 |
| Standard Deviation(%) | NA | 13.13 | 14.58 | 12.73 | 10.76 | NA | NA | … | … | 11.36 | 13.20 | 12.40 | 17.36 | 7.64 | 10.73 | 6.08 | 8.97 | 9.28 | 8.91 | 7.94 | 8.27 | 15.43 | 10.65 | 9.64 | 4.52 | 10.57 | 10.56 | 7.04 | 9.44 | 6.60 | 4.64 | 5.22 |
| Draw Down(%) | NA | 12.40 | 23.07 | 23.07 | 23.07 | NA | NA | … | … | 1.42 | 16.38 | 9.38 | 23.07 | 3.66 | 18.18 | 3.59 | 7.42 | 9.44 | 8.90 | 5.54 | 5.91 | 18.26 | 9.69 | 4.47 | 4.83 | 8.95 | 13.90 | 5.96 | 11.14 | 4.59 | 6.44 | 7.82 |
| Yield(%) | NA | 5.89 | 5.71 | 5.91 | 5.40 | NA | NA | … | … | 1.45 | 4.19 | 5.54 | 5.96 | 5.68 | 7.23 | 1.38 | 2.86 | 4.82 | 10.12 | 5.37 | 2.06 | 6.06 | 4.33 | 5.88 | 4.19 | 6.32 | 9.85 | 3.97 | 2.91 | 4.51 | 4.03 | 4.89 |
Data as of 10/31/2022, 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 Select Funds Tactical Asset Allocation Moderate |
-0.38%
Feb 2014 – Feb 2017 |
0.12%
Mar 2015 – Mar 2020 |
3.38%
Sep 2012 – Sep 2022 |
5.35%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Merrill Edge Select Funds Tactical Asset Allocation Moderate |
20.54%
Apr 2003 – Apr 2006 |
17.30%
Oct 2002 – Oct 2007 |
13.49%
Apr 2001 – Apr 2011 |
10.76%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart