All-Weather 130 vs Conservative Boost 978

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

Conservative Boost 978

Medium riskLow reward

5.2%

yield · $43/mo per $10k

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

Growth of $10,000 (dividends reinvested)

All-Weather 130Conservative Boost 978Distributions reinvested · hypothetical, fixed weights

Total Return2–0

31.1%

Total Ret.

12.9%

31.1%

CAGR

12.9%

Income3–0

18.3%

Yield

5.2%

$153

Income

$43

0.68

Steadiness

0.78

Principal / NAVeven

6.7%

NAV

6.6%

-5.9%

Max DD

-3.1%

Riskeven

6.1

Risk-Adj.

4.9

5.94

Sortino

3.75

9.4%

Volatility

5.5%

3.5

Safety

2.1

Holdings overlap

15% overlap

All-Weather 130 only

KQQQ 11%QDVO 10%TSMY 10%IWMI 10%VRP 10%QQQI 10%TSLY 10%IAUI 10%BIL 5%

Shared

FPE 8%AMLP 7%

Conservative Boost 978 only

BKLN 14%CGCP 14%DHS 14%DIV 14%DWX 14%

The risk-first read

All-Weather 130 takes it on risk-adjusted return (6.1 vs 4.9), winning 8 of the 11 head-to-head stats. Conservative Boost 978's one edge is a lower 2.1 risk tier — worth it only if that's specifically what you're after.

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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.