All-Weather Conservative vs Conservative Boost 978

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

All-Weather Conservative

Low riskLow reward

4.6%

yield · $38/mo per $10k

WinnerConservative Boost 978

Medium riskLow reward

5.2%

yield · $43/mo per $10k

Conservative Boost 978 wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

All-Weather ConservativeConservative Boost 978Distributions reinvested · hypothetical, fixed weights

Total Return0–2

27.5%

Total Ret.

37.4%

7.6%

CAGR

10.0%

Income1–2

4.6%

Yield

5.2%

$38

Income

$43

0.59

Steadiness

0.72

Principal / NAV0–2

7.9%

NAV

12.9%

-9.1%

Max DD

-6.5%

Riskeven

11.0

Risk-Adj.

4.9

1.24

Sortino

1.95

8.3%

Volatility

7.7%

1.4

Safety

2.1

Holdings overlap

0% overlap

All-Weather Conservative only

SGOV 20%SCHD 20%BIL 15%HDV 15%XLU 15%VYMI 15%

Shared

No shared holdings

Conservative Boost 978 only

FPE 15%AMLP 14%BKLN 14%CGCP 14%DHS 14%DIV 14%DWX 14%

The risk-first read

All-Weather Conservative wins the risk-adjusted call: 27.5% total return at a meaningfully lower risk tier (1.4 vs 2.1). You're paid more per unit of risk — and Conservative Boost 978'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 Feb 2023 — no fees or taxes; past performance doesn't predict future results. How these numbers are computed. Not investment advice.