All-Weather 692 vs Compounding Machine 831

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

Compounding Machine 831

Medium riskLow reward

5.3%

yield · $44/mo per $10k

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

Growth of $10,000 (dividends reinvested)

All-Weather 692Compounding Machine 831Distributions reinvested · hypothetical, fixed weights

Total Return2–0

16.2%

Total Ret.

4.0%

50.8%

CAGR

11.2%

Income0–3

2.7%

Yield

5.3%

$23

Income

$44

1.47

Steadiness

0.36

Principal / NAVeven

49.0%

NAV

1.8%

-12.2%

Max DD

-3.4%

Risk1–3

5.0

Risk-Adj.

4.9

2.30

Sortino

3.13

42.2%

Volatility

5.8%

3.9

Safety

2.1

Holdings overlap

15% overlap

All-Weather 692 only

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

Shared

BKLN 8%CGCP 8%

Compounding Machine 831 only

AMRFX 10%AMLP 8%DHS 8%DIV 8%DWX 8%QDVO 8%SDIV 8%VRP 8%BIL 8%SGOV 8%

The risk-first read

All-Weather 692 wins. Compounding Machine 831 dangles a bigger 5.3% headline yield, but after NAV erosion its total return (4.0%) trails All-Weather 692's 16.2% — and at a higher risk tier (2.1 vs 3.9). The classic yield trap.

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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.