Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MERRILL LYNCH IRA ANNUITY Asset Allocation Composite Moderate | 4.46% | 20.99% | 12.42% | 3.47% | 7.40% | 6.36% | 7.69% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MERRILL LYNCH IRA ANNUITY Asset Allocation Composite Moderate | 12/31/2000 | 05/01/2026 |
| 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 (%) | 0.27 | 20.99 | 12.42 | 3.47 | 7.40 | 6.36 | 7.69 | … | … | 4.46 | 17.78 | 6.17 | 5.08 | -16.90 | 9.32 | 16.23 | 18.63 | -3.47 | 12.84 | 9.10 | -2.50 | 3.32 | 23.39 | 11.43 | -6.69 | 13.37 | 29.17 | -6.50 | 10.60 | 15.66 | 7.95 | 14.56 | 26.74 | 7.70 | 7.68 |
| Sharpe Ratio | NA | 2.25 | 0.83 | 0.03 | 0.58 | NA | NA | … | … | 0.21 | 1.45 | 0.26 | 0.16 | -2.03 | 0.94 | 1.83 | 2.40 | -0.46 | 1.79 | 1.14 | -0.32 | 0.41 | 2.78 | 1.35 | -0.43 | 1.18 | 2.99 | -0.98 | 0.73 | 1.55 | 0.81 | 1.60 | 3.29 | 1.64 | 0.99 |
| Standard Deviation(%) | NA | 9.14 | 10.01 | 9.60 | 9.22 | NA | NA | … | … | 11.04 | 10.27 | 9.83 | 9.01 | 9.02 | 9.92 | 8.73 | 7.13 | 10.64 | 6.82 | 7.81 | 7.90 | 8.09 | 8.39 | 8.42 | 15.48 | 11.23 | 9.71 | 7.62 | 10.23 | 7.88 | 7.07 | 8.47 | 7.91 | 3.99 | 5.31 |
| Draw Down(%) | NA | 7.42 | 13.55 | 24.65 | 24.65 | NA | NA | … | … | 7.42 | 12.81 | 4.99 | 9.23 | 17.51 | 4.76 | 10.10 | 3.76 | 11.92 | 3.00 | 5.23 | 8.42 | 7.22 | 5.98 | 6.93 | 18.03 | 10.80 | 5.00 | 12.39 | 7.80 | 9.13 | 6.24 | 8.39 | 3.32 | 2.44 | 4.14 |
| Yield(%) | NA | 4.76 | 5.60 | 5.11 | 5.33 | NA | NA | … | … | NA | NA | 0.66 | 4.61 | 4.65 | 6.99 | 6.19 | 2.62 | 5.41 | 7.20 | 4.05 | 2.66 | 9.30 | 5.90 | 2.66 | 3.16 | 4.02 | 5.96 | 7.58 | 4.68 | 9.20 | 7.12 | 5.99 | 2.98 | 7.53 | 8.47 |
Data as of 02/27/2026, 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 LYNCH IRA ANNUITY Asset Allocation Composite Moderate |
-3.70%
Apr 2021 – Apr 2024 |
1.73%
Sep 2018 – Sep 2023 |
3.86%
Oct 2013 – Oct 2023 |
5.55%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MERRILL LYNCH IRA ANNUITY Asset Allocation Composite Moderate |
18.30%
Apr 2003 – Apr 2006 |
16.01%
Oct 2002 – Oct 2007 |
13.04%
Apr 2001 – Apr 2011 |
10.63%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart