Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Merril Edge No Load (Load Waived) NTF High Yield Bond Funds Plan Tactical Asset Allocation Moderate | NA | 10.59% | 4.12% | -0.15% | 1.31% | 1.54% | 0.29% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Merril Edge No Load (Load Waived) NTF High Yield Bond Funds Plan 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 (%) | 0.28 | 10.59 | 4.12 | -0.15 | 1.31 | 1.54 | 0.29 | … | … | 0.11 | 6.94 | 5.82 | -0.14 | 1.99 | -15.76 | 9.98 | -1.19 | 3.59 | 5.09 | 0.13 | 1.33 | 2.76 | 7.32 | -1.89 | 0.09 | 3.12 | -29.49 | 4.89 | 5.23 | 4.82 | 0.95 | 0.69 | 0.03 | 7.05 |
| Sharpe Ratio | NA | 0.61 | 0.16 | -0.62 | -0.05 | NA | NA | … | … | 0.14 | 0.24 | 0.77 | -1.82 | 1.62 | -1.50 | 3.16 | -1.98 | 2.68 | 3.10 | 0.12 | 1.02 | 1.86 | 5.08 | -0.95 | 0.56 | 0.80 | -2.92 | 1.07 | 1.07 | 1.22 | 0.31 | -0.13 | -0.40 | 1.46 |
| Standard Deviation(%) | NA | 1.40 | 1.53 | 4.97 | 3.70 | NA | NA | … | … | 0.39 | 1.43 | 2.06 | 0.84 | 1.22 | 10.65 | 2.72 | 1.26 | 1.10 | 1.57 | 0.85 | 1.29 | 1.46 | 1.43 | 2.02 | 0.00 | 3.76 | 10.42 | 1.79 | 1.84 | 2.17 | 0.02 | 0.00 | 2.70 | 3.25 |
| Draw Down(%) | NA | 0.62 | 1.67 | 25.81 | 25.81 | NA | NA | … | … | 0.00 | 0.62 | 1.54 | 1.97 | 0.87 | 25.81 | 1.33 | 2.12 | 0.58 | 1.14 | 1.05 | 2.30 | 2.50 | 1.29 | 4.75 | 0.00 | 2.10 | 34.37 | 1.89 | 1.82 | 2.49 | 0.00 | 0.00 | 5.07 | 2.36 |
| Yield(%) | NA | 5.42 | 3.74 | 3.67 | 3.29 | NA | NA | … | … | NA | 3.12 | 5.28 | 1.73 | 2.46 | 2.64 | 6.27 | 2.91 | 2.82 | 2.38 | 1.16 | 3.26 | 3.31 | 3.07 | 2.44 | 0.09 | 0.69 | 6.00 | 5.92 | 5.16 | 4.35 | 0.95 | 0.69 | 6.23 | 6.92 |
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 |
|---|---|---|---|---|
| Merril Edge No Load (Load Waived) NTF High Yield Bond Funds Plan Tactical Asset Allocation Moderate |
-10.06%
Oct 2007 – Oct 2010 |
-5.74%
May 2007 – May 2012 |
-1.76%
Nov 2001 – Nov 2011 |
-1.42%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Merril Edge No Load (Load Waived) NTF High Yield Bond Funds Plan Tactical Asset Allocation Moderate |
5.07%
Oct 2004 – Oct 2007 |
3.63%
Oct 2002 – Oct 2007 |
2.71%
Jan 2010 – Jan 2020 |
1.57%
Nov 2009 – Nov 2024 |
Annualized Rolling Returns Comparison Chart