All-Weather 692 vs Sharpe Maximizer

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

Sharpe Maximizer

Low riskLow reward

3.8%

yield · $31/mo per $10k

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

Growth of $10,000 (dividends reinvested)

All-Weather 692Sharpe MaximizerDistributions reinvested · hypothetical, fixed weights

Total Return2–0

16.2%

Total Ret.

0.7%

50.8%

CAGR

2.0%

Income0–3

2.7%

Yield

3.8%

$23

Income

$31

1.47

Steadiness

0.84

Principal / NAVeven

49.0%

NAV

-4.6%

-12.2%

Max DD

-7.9%

Risk1–3

5.0

Risk-Adj.

11.6

2.30

Sortino

0.26

42.2%

Volatility

15.3%

3.9

Safety

1.9

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

Sharpe Maximizer only

SCHD 35%VIG 30%DGRO 20%HDV 15%

The risk-first read

Sharpe Maximizer wins the risk-adjusted call: 0.7% total return at a meaningfully lower risk tier (1.9 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.