All-Weather 130 vs Diversified Income 120

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

Diversified Income 120

Medium riskMedium reward

6.7%

yield · $56/mo per $10k

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

Growth of $10,000 (dividends reinvested)

All-Weather 130Diversified Income 120Distributions reinvested · hypothetical, fixed weights

Total Return2–0

31.1%

Total Ret.

15.1%

31.1%

CAGR

15.1%

Income3–0

18.3%

Yield

6.7%

$153

Income

$56

0.68

Steadiness

1.23

Principal / NAVeven

6.7%

NAV

5.9%

-5.9%

Max DD

-4.0%

Riskeven

6.1

Risk-Adj.

4.5

5.94

Sortino

5.15

9.4%

Volatility

5.4%

3.5

Safety

2.2

Holdings overlap

40% overlap

All-Weather 130 only

KQQQ 11%TSMY 10%IWMI 10%QQQI 10%TSLY 10%IAUI 10%

Shared

QDVO 10%VRP 10%FPE 8%AMLP 7%BIL 5%

Diversified Income 120 only

AMRFX 10%ANCFX 10%XPAY 10%BKLN 10%

The risk-first read

All-Weather 130 takes it on risk-adjusted return (6.1 vs 4.5), winning 8 of the 11 head-to-head stats. Diversified Income 120's one edge is a lower 2.2 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.