All-Weather 130 vs Rising Income 177

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

18.4%

yield · $153/mo per $10k

Rising Income 177

Medium riskMedium reward

6.0%

yield · $50/mo per $10k

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

Growth of $10,000 (dividends reinvested)

All-Weather 130Rising Income 177Distributions reinvested · hypothetical, fixed weights

Total Return2–0

31.1%

Total Ret.

15.1%

31.1%

CAGR

15.1%

Income3–0

18.4%

Yield

6.0%

$153

Income

$50

0.68

Steadiness

0.73

Principal / NAV0–2

6.7%

NAV

7.6%

-5.9%

Max DD

-3.0%

Riskeven

5.8

Risk-Adj.

5.0

5.94

Sortino

4.75

9.4%

Volatility

5.2%

3.5

Safety

2.2

Holdings overlap

23% overlap

All-Weather 130 only

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

Shared

QDVO 10%AMLP 7%BIL 5%

Rising Income 177 only

SDIV 13%BKLN 10%CGCP 10%DHS 10%DIV 10%AMRFX 10%

The risk-first read

All-Weather 130 takes it on risk-adjusted return (5.8 vs 5.0), winning 7 of the 11 head-to-head stats. Rising Income 177'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.