All-Weather Conservative 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 Feb 2023.

Judge on

Window

WinnerAll-Weather Conservative

Low riskLow reward

4.6%

yield · $38/mo per $10k

Capital Preservation Plus

Low riskMedium reward

6.8%

yield · $57/mo per $10k

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

Growth of $10,000 (dividends reinvested)

All-Weather ConservativeCapital Preservation PlusDistributions reinvested · hypothetical, fixed weights

Total Return2–0

27.5%

Total Ret.

2.4%

7.6%

CAGR

0.7%

Income0–3

4.6%

Yield

6.8%

$38

Income

$57

0.59

Steadiness

0.41

Principal / NAV2–0

7.9%

NAV

-20.0%

-9.1%

Max DD

-21.9%

Riskeven

11.0

Risk-Adj.

14.5

1.24

Sortino

0.14

8.3%

Volatility

13.2%

1.4

Safety

1.2

Holdings overlap

42% overlap

All-Weather Conservative only

SGOV 20%XLU 15%VYMI 15%

Shared

SCHD 20%BIL 15%HDV 15%

Capital Preservation Plus only

VYM 8%NOBL 5%

The risk-first read

Capital Preservation Plus takes it on risk-adjusted return (14.5 vs 11.0), winning 6 of the 11 head-to-head stats. All-Weather Conservative's one edge is a lower 1.4 risk tier — worth it only if that's specifically what you're after.

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Growth is a hypothetical, fixed-weight backtest with distributions reinvested at ex-date since Feb 2023 — no fees or taxes; past performance doesn't predict future results. How these numbers are computed. Not investment advice.