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Beacon

IPBMerrill Lynch Depositor Inc.

Annual Cost

Fund Size

Dividend Yield

Track Record

Performance

1 Year

+9.0%

3 Years

+7.0%

5 Years

+2.2%

Risk profile

Volatility (1Y)

14.0%

Moderate

Max drawdown

-24.4%

Worst peak-to-trough loss

Sharpe (3Y)

0.28

Below average

Sortino (3Y)

0.40

Moderate downside risk

Data updated on 2026-05-15