Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Merrill Edge No Load No Transaction Fee Funds Tactical Asset Allocation Moderate | NA | 28.82% | 5.02% | 8.81% | 6.24% | 7.25% | 9.01% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Merrill Edge No Load No Transaction Fee Funds Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | -0.42 | 28.82 | 5.02 | 8.81 | 6.24 | 7.25 | 9.01 | … | … | 0.69 | 16.46 | 11.04 | -9.15 | 3.19 | 19.66 | 19.04 | -10.64 | 14.52 | 2.11 | -0.49 | 1.44 | 14.00 | 14.61 | 1.25 | 11.70 | 25.64 | -4.06 | 18.00 | 16.49 | 13.31 | 14.41 | 28.87 | 1.51 | -4.55 |
| Sharpe Ratio | NA | 0.88 | 0.19 | 0.39 | 0.40 | NA | NA | … | … | 0.04 | 0.80 | 0.77 | -0.78 | 0.28 | 1.10 | 2.24 | -1.11 | 2.44 | 0.20 | -0.06 | 0.16 | 1.94 | 1.83 | 0.09 | 1.20 | 2.53 | -1.01 | 1.27 | 1.29 | 1.54 | 1.41 | 3.85 | 0.07 | -0.88 |
| Standard Deviation(%) | NA | 12.40 | 11.80 | 13.12 | 11.14 | NA | NA | … | … | 16.77 | 12.37 | 8.87 | 13.55 | 11.42 | 17.63 | 7.88 | 10.75 | 5.69 | 9.56 | 8.96 | 9.02 | 7.18 | 7.94 | 14.23 | 9.66 | 10.09 | 4.94 | 11.85 | 10.26 | 7.26 | 9.56 | 7.31 | 5.74 | 7.81 |
| Draw Down(%) | NA | 7.68 | 15.22 | 21.91 | 21.91 | NA | NA | … | … | 1.59 | 7.68 | 7.59 | 16.81 | 6.95 | 21.91 | 3.76 | 18.26 | 3.20 | 7.96 | 9.18 | 8.96 | 6.28 | 6.38 | 15.51 | 8.25 | 4.44 | 7.29 | 9.81 | 13.88 | 6.42 | 10.98 | 6.23 | 2.99 | 8.93 |
| Yield(%) | NA | 6.83 | 5.99 | 7.02 | 5.67 | NA | NA | … | … | NA | 0.92 | 6.90 | 4.86 | 12.12 | 5.67 | 5.70 | 6.88 | 1.48 | 3.33 | 3.62 | 8.56 | 3.11 | 5.67 | 7.35 | 2.85 | 3.86 | 4.45 | 9.10 | 7.39 | 3.07 | 2.99 | 3.90 | 1.68 | 2.49 |
Data as of 10/31/2024, 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 No Load No Transaction Fee Funds Tactical Asset Allocation Moderate |
0.55%
Feb 2014 – Feb 2017 |
1.07%
Dec 2013 – Dec 2018 |
3.84%
Oct 2013 – Oct 2023 |
5.85%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Merrill Edge No Load No Transaction Fee Funds Tactical Asset Allocation Moderate |
22.34%
Apr 2003 – Apr 2006 |
18.90%
Oct 2002 – Oct 2007 |
14.08%
Apr 2003 – Apr 2013 |
11.40%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart