Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 03/30/2015.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MER (MERRILL LYNCH & CO. INC.) | NA | -2.10% | 136.12% | 77.36% | NA | NA | NA | 44.92% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MER (MERRILL LYNCH & CO. INC.) | 01/16/2007 | 03/30/2015 |
The return data shown below all have the same latest date: 03/30/2015.
AR inception is since 01/16/2007.
AR inception is since 01/16/2007.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.37 | -2.10 | 136.12 | 77.36 | NA | NA | NA | 44.92 | 7.31 | 948.60 | 5.72 | 43.23 | -9.86 | 25.02 | 36.73 | -10.57 | -17.12 |
| Sharpe Ratio | NA | 0.00 | 2.88 | 2.40 | NA | NA | NA | 0.72 | 1.79 | 4.00 | 1.10 | 4.51 | -0.31 | 1.80 | 0.47 | -0.15 | -1.31 |
| Standard Deviation(%) | NA | 15.91 | 47.20 | 32.24 | NA | NA | NA | 59.59 | 19.28 | 237.15 | 5.15 | 9.66 | 32.23 | 13.83 | 78.70 | 77.02 | 15.84 |
| Draw Down(%) | NA | 13.05 | 13.05 | 25.95 | NA | NA | NA | 73.93 | 4.67 | 13.05 | 2.19 | 5.77 | 25.95 | 9.96 | 67.85 | 55.77 | 19.02 |
| Yield(%) | 0.00 | 2.50 | 13.99 | 12.82 | 7.32 | 4.88 | 3.66 | 9.16 | 1.43 | 13.96 | 6.43 | 8.44 | 7.29 | 8.29 | 9.48 | 7.93 | 6.44 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MER (MERRILL LYNCH & CO. INC.) |
2.44%
Feb 2007 - Feb 2010 |
7.46%
Feb 2007 - Feb 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MER (MERRILL LYNCH & CO. INC.) |
152.45%
Sep 2011 - Sep 2014 |
113.21%
Mar 2009 - Mar 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart