All-Weather 130 vs Capital Preservation Plus

How $10,000 would have grown in each — compared across total return, income, NAV, and risk.

Compared over their common history since Jun 2025.

Judge on

Window

WinnerAll-Weather 130

High riskHigh reward

18.3%

yield · $153/mo per $10k

Capital Preservation Plus

Low riskMedium reward

6.8%

yield · $57/mo per $10k

All-Weather 130 wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

All-Weather 130Capital Preservation PlusDistributions reinvested · hypothetical, fixed weights

Total Return2–0

31.1%

Total Ret.

-10.3%

31.1%

CAGR

-10.3%

Income2–1

18.3%

Yield

6.8%

$153

Income

$57

0.68

Steadiness

0.43

Principal / NAV2–0

6.7%

NAV

-25.4%

-5.9%

Max DD

-21.9%

Riskeven

6.1

Risk-Adj.

14.5

5.94

Sortino

-0.43

9.4%

Volatility

20.8%

3.5

Safety

1.2

Holdings overlap

5% overlap

All-Weather 130 only

KQQQ 11%QDVO 10%TSMY 10%IWMI 10%VRP 10%QQQI 10%TSLY 10%IAUI 10%FPE 8%AMLP 7%

Shared

BIL 5%

Capital Preservation Plus only

HDV 40%SCHD 12%VYM 8%NOBL 5%

The risk-first read

Capital Preservation Plus wins the risk-adjusted call: -10.3% total return at a meaningfully lower risk tier (1.2 vs 3.5). You're paid more per unit of risk — and All-Weather 130's extra tier exposure isn't buying enough return to justify it.

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Growth is a hypothetical, fixed-weight backtest with distributions reinvested at ex-date since Jun 2025 — no fees or taxes; past performance doesn't predict future results. How these numbers are computed. Not investment advice.