Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Merrill Edge Total Return Bond | -1.43% | 4.39% | 4.31% | 2.10% | 3.15% | 4.34% | 5.12% | … | … |
Data as of 03/31/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Merrill Edge Total Return Bond | 12/31/2000 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 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 (%) | 0.09 | 4.39 | 4.31 | 2.10 | 3.15 | 4.34 | 5.12 | … | … | -1.43 | 9.27 | 2.66 | 1.30 | -0.96 | -0.30 | 1.52 | 12.57 | -1.51 | 7.12 | 3.88 | -0.01 | 6.64 | 4.51 | 19.22 | 6.80 | 14.98 | 18.48 | -11.19 | 8.22 | 5.32 | 2.36 | 4.40 | 13.32 | 10.88 | 7.67 |
| Sharpe Ratio | NA | 0.56 | 0.21 | -0.14 | 0.33 | NA | NA | … | … | -0.50 | 1.50 | -0.20 | -0.49 | -1.03 | -0.15 | 0.15 | 2.97 | -1.20 | 2.74 | 1.08 | -0.01 | 3.22 | 1.38 | 6.86 | 1.44 | 3.36 | 3.44 | -1.59 | 1.21 | 0.55 | 0.03 | 0.84 | 3.07 | 3.52 | 1.11 |
| Standard Deviation(%) | NA | 3.99 | 4.58 | 4.03 | 4.35 | NA | NA | … | … | 4.39 | 4.25 | 4.85 | 4.83 | 2.32 | 2.23 | 8.44 | 3.73 | 2.40 | 2.36 | 3.40 | 3.46 | 2.06 | 3.25 | 2.79 | 4.68 | 4.43 | 5.35 | 7.64 | 4.18 | 3.48 | 2.95 | 4.07 | 4.10 | 2.77 | 4.70 |
| Draw Down(%) | NA | 4.28 | 5.08 | 5.90 | 16.36 | NA | NA | … | … | 4.28 | 2.80 | 5.08 | 3.90 | 3.78 | 2.04 | 16.36 | 2.37 | 3.44 | 0.92 | 4.07 | 3.37 | 1.18 | 5.09 | 1.40 | 4.29 | 3.35 | 3.11 | 18.20 | 2.45 | 1.72 | 2.22 | 4.41 | 3.41 | 1.05 | 4.22 |
| Yield(%) | NA | 6.17 | 5.98 | 4.56 | 4.21 | NA | NA | … | … | 0.87 | 6.36 | 6.12 | 5.30 | 1.65 | 3.05 | 3.09 | 4.16 | 3.83 | 4.62 | 3.34 | 3.81 | 4.04 | 4.88 | 6.99 | 5.93 | 6.18 | 10.30 | 5.46 | 5.69 | 5.36 | 4.89 | 6.57 | 6.75 | 7.56 | 8.48 |
Data as of 03/31/2026, 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 Total Return Bond |
-1.76%
Feb 2020 – Feb 2023 |
0.57%
Jan 2020 – Jan 2025 |
2.49%
Jan 2015 – Jan 2025 |
4.20%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Merrill Edge Total Return Bond |
14.04%
Feb 2009 – Feb 2012 |
13.05%
Nov 2008 – Nov 2013 |
8.00%
Jan 2003 – Jan 2013 |
7.26%
Jun 2001 – Jun 2016 |
Annualized Rolling Returns Comparison Chart