All-Weather 692 vs Safe High Income 755

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

All-Weather 692

High riskLow reward

2.7%

yield · $23/mo per $10k

WinnerSafe High Income 755

Low riskLow reward

4.2%

yield · $35/mo per $10k

Safe High Income 755 wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

All-Weather 692Safe High Income 755Distributions reinvested · hypothetical, fixed weights

Total Return0–2

16.2%

Total Ret.

31.0%

50.8%

CAGR

109.5%

Income0–3

2.7%

Yield

4.2%

$23

Income

$35

1.47

Steadiness

0.89

Principal / NAVeven

49.0%

NAV

28.8%

-12.2%

Max DD

-6.5%

Risk0–4

5.0

Risk-Adj.

7.9

2.30

Sortino

7.42

42.2%

Volatility

23.5%

3.9

Safety

2.0

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

Safe High Income 755 only

SGOV 15%BIL 14%NBIL 11%ING 8%DEO 8%NVS 8%VALE 8%UBS 8%MPW 8%PFE 8%AMLP 6%

The risk-first read

Safe High Income 755 wins the risk-adjusted call: 31.0% total return at a meaningfully lower risk tier (2.0 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.