All-Weather Conservative vs Quality Yield 813

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

WinnerQuality Yield 813

Medium riskLow reward

4.8%

yield · $40/mo per $10k

Quality Yield 813 wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

All-Weather ConservativeQuality Yield 813Distributions reinvested · hypothetical, fixed weights

Total Return0–2

27.5%

Total Ret.

61.6%

7.6%

CAGR

15.5%

Income1–2

4.6%

Yield

4.8%

$38

Income

$40

0.59

Steadiness

1.07

Principal / NAVeven

7.9%

NAV

34.3%

-9.1%

Max DD

-12.5%

Risk3–1

11.0

Risk-Adj.

10.5

1.24

Sortino

1.47

8.3%

Volatility

16.0%

1.4

Safety

2.3

Holdings overlap

0% overlap

All-Weather Conservative only

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

Shared

No shared holdings

Quality Yield 813 only

ING 16%DEO 15%NVS 15%VALE 15%UBS 15%FPE 12%AMLP 11%

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 2.3). You're paid more per unit of risk — and Quality Yield 813'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.