All-Weather 692 vs Balanced Blend 104

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

Compared over their common history since Jan 2026.

Judge on

Window

WinnerAll-Weather 692

High riskLow reward

2.7%

yield · $23/mo per $10k

Balanced Blend 104

Medium riskLow reward

3.8%

yield · $32/mo per $10k

All-Weather 692 wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

All-Weather 692Balanced Blend 104Distributions reinvested · hypothetical, fixed weights

Total Return2–0

16.2%

Total Ret.

6.9%

50.8%

CAGR

20.2%

Income0–3

2.7%

Yield

3.8%

$23

Income

$32

1.47

Steadiness

0.78

Principal / NAVeven

49.0%

NAV

5.6%

-12.2%

Max DD

-4.8%

Risk0–4

5.0

Risk-Adj.

5.7

2.30

Sortino

3.25

42.2%

Volatility

10.6%

3.9

Safety

2.5

Holdings overlap

23% overlap

All-Weather 692 only

CSHI 10%TSLL 9%XMAG 9%FDL 9%VNQ 8%ORCX 8%CONL 8%MAGX 8%IRE 8%

Shared

SCHH 8%BKLN 8%CGCP 8%

Balanced Blend 104 only

DHS 13%DIV 13%BBRE 13%REZ 13%RWR 13%

The risk-first read

Balanced Blend 104 wins the risk-adjusted call: 6.9% total return at a meaningfully lower risk tier (2.5 vs 3.9). You're paid more per unit of risk — and All-Weather 692'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 Jan 2026 — no fees or taxes; past performance doesn't predict future results. How these numbers are computed. Not investment advice.