All-Weather 692 vs Capital Preservation Plus

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

Capital Preservation Plus

Low riskMedium reward

6.8%

yield · $57/mo per $10k

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

Growth of $10,000 (dividends reinvested)

All-Weather 692Capital Preservation PlusDistributions reinvested · hypothetical, fixed weights

Total Return2–0

16.2%

Total Ret.

-17.3%

50.8%

CAGR

-40.6%

Income0–3

2.7%

Yield

6.8%

$23

Income

$57

1.47

Steadiness

0.21

Principal / NAV2–0

49.0%

NAV

-30.2%

-12.2%

Max DD

-21.9%

Risk1–3

5.0

Risk-Adj.

14.8

2.30

Sortino

-1.41

42.2%

Volatility

33.5%

3.9

Safety

1.2

Holdings overlap

0% overlap

All-Weather 692 only

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

Shared

No shared holdings

Capital Preservation Plus only

HDV 40%BIL 35%SCHD 12%VYM 8%NOBL 5%

The risk-first read

Capital Preservation Plus wins the risk-adjusted call: -17.3% total return at a meaningfully lower risk tier (1.2 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.