All-Weather Conservative vs Global Conservative

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

WinnerGlobal Conservative

Low riskLow reward

2.6%

yield · $22/mo per $10k

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

Growth of $10,000 (dividends reinvested)

All-Weather ConservativeGlobal ConservativeDistributions reinvested · hypothetical, fixed weights

Total Return0–2

27.5%

Total Ret.

66.0%

7.6%

CAGR

16.5%

Income2–1

4.6%

Yield

2.6%

$38

Income

$22

0.59

Steadiness

0.45

Principal / NAVeven

7.9%

NAV

45.4%

-9.1%

Max DD

-9.7%

Riskeven

11.0

Risk-Adj.

13.9

1.24

Sortino

1.92

8.3%

Volatility

12.2%

1.4

Safety

1.8

Holdings overlap

35% overlap

All-Weather Conservative only

SGOV 20%BIL 15%HDV 15%XLU 15%

Shared

SCHD 20%VYMI 15%

Global Conservative only

VYM 25%IDV 20%

The risk-first read

Global Conservative wins. All-Weather Conservative dangles a bigger 4.6% headline yield, but after NAV erosion its total return (27.5%) trails Global Conservative's 66.0% — and at a higher risk tier (1.4 vs 1.8). The classic yield trap.

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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.