All-Weather 130 vs Global Conservative

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

Global Conservative

Low riskLow reward

2.6%

yield · $22/mo per $10k

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

Growth of $10,000 (dividends reinvested)

All-Weather 130Global ConservativeDistributions reinvested · hypothetical, fixed weights

Total Return2–0

31.1%

Total Ret.

29.6%

31.1%

CAGR

29.6%

Income2–1

18.3%

Yield

2.6%

$153

Income

$22

0.68

Steadiness

0.58

Principal / NAVeven

6.7%

NAV

24.8%

-5.9%

Max DD

-6.8%

Riskeven

6.1

Risk-Adj.

13.9

5.94

Sortino

4.08

9.4%

Volatility

10.8%

3.5

Safety

1.8

Holdings overlap

0% 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%BIL 5%

Shared

No shared holdings

Global Conservative only

SCHD 30%VYM 25%VYMI 25%IDV 20%

The risk-first read

Global Conservative wins the risk-adjusted call: 29.6% total return at a meaningfully lower risk tier (1.8 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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Run your own matchups

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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.