All-Weather Conservative vs Core Portfolio 701

How $10,000 would have grown in each — compared across total return, income, NAV, and risk.

Compared over their common history since Oct 2024.

Judge on

Window

All-Weather Conservative

Low riskLow reward

4.6%

yield · $38/mo per $10k

WinnerCore Portfolio 701

Medium riskMedium reward

7.4%

yield · $62/mo per $10k

Core Portfolio 701 wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

All-Weather ConservativeCore Portfolio 701Distributions reinvested · hypothetical, fixed weights

Total Return0–2

10.3%

Total Ret.

20.1%

6.3%

CAGR

12.2%

Income1–2

4.6%

Yield

7.4%

$38

Income

$62

0.52

Steadiness

1.20

Principal / NAV0–2

-0.4%

NAV

4.5%

-9.1%

Max DD

-8.1%

Riskeven

11.3

Risk-Adj.

3.7

0.88

Sortino

2.21

9.3%

Volatility

7.9%

1.4

Safety

2.3

Holdings overlap

15% overlap

All-Weather Conservative only

SCHD 20%HDV 15%XLU 15%VYMI 15%

Shared

SGOV 20%BIL 15%

Core Portfolio 701 only

FPE 10%AMLP 10%ANCFX 10%CAIBX 10%XPAY 10%BKLN 10%QDVO 9%VRP 8%BIZD 8%

The risk-first read

All-Weather Conservative wins the risk-adjusted call: 10.3% total return at a meaningfully lower risk tier (1.4 vs 2.3). You're paid more per unit of risk — and Core Portfolio 701's extra tier exposure isn't buying enough return to justify it.

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Run your own matchups

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Growth is a hypothetical, fixed-weight backtest with distributions reinvested at ex-date since Oct 2024 — no fees or taxes; past performance doesn't predict future results. How these numbers are computed. Not investment advice.