All-Weather 692 vs Diversified Income 120

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

Diversified Income 120

Medium riskMedium reward

6.7%

yield · $56/mo per $10k

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

Growth of $10,000 (dividends reinvested)

All-Weather 692Diversified Income 120Distributions reinvested · hypothetical, fixed weights

Total Return2–0

16.2%

Total Ret.

5.1%

50.8%

CAGR

14.7%

Income0–3

2.7%

Yield

6.7%

$23

Income

$56

1.47

Steadiness

0.69

Principal / NAVeven

49.0%

NAV

2.6%

-12.2%

Max DD

-4.0%

Risk1–3

5.0

Risk-Adj.

4.5

2.30

Sortino

4.29

42.2%

Volatility

6.2%

3.9

Safety

2.2

Holdings overlap

8% overlap

All-Weather 692 only

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

Shared

BKLN 8%

Diversified Income 120 only

BIL 15%QDVO 13%VRP 12%FPE 10%AMLP 10%AMRFX 10%ANCFX 10%XPAY 10%

The risk-first read

All-Weather 692 wins. Diversified Income 120 dangles a bigger 6.7% headline yield, but after NAV erosion its total return (5.1%) trails All-Weather 692's 16.2% — and at a higher risk tier (2.2 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.