All-Weather Conservative vs Rising Income 177

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

Compared over their common history since Aug 2024.

Judge on

Window

All-Weather Conservative

Low riskLow reward

4.6%

yield · $38/mo per $10k

WinnerRising Income 177

Medium riskMedium reward

6.0%

yield · $50/mo per $10k

Rising Income 177 wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

All-Weather ConservativeRising Income 177Distributions reinvested · hypothetical, fixed weights

Total Return0–2

11.7%

Total Ret.

22.4%

6.4%

CAGR

12.0%

Income1–2

4.6%

Yield

6.0%

$38

Income

$50

0.51

Steadiness

0.67

Principal / NAV0–2

0.0%

NAV

8.5%

-9.1%

Max DD

-6.7%

Riskeven

11.3

Risk-Adj.

5.0

0.92

Sortino

2.20

9.0%

Volatility

7.6%

1.4

Safety

2.2

Holdings overlap

15% overlap

All-Weather Conservative only

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

Shared

BIL 15%

Rising Income 177 only

QDVO 13%SDIV 13%AMLP 10%BKLN 10%CGCP 10%DHS 10%DIV 10%AMRFX 10%

The risk-first read

All-Weather Conservative wins the risk-adjusted call: 11.7% total return at a meaningfully lower risk tier (1.4 vs 2.2). You're paid more per unit of risk — and Rising Income 177'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 Aug 2024 — no fees or taxes; past performance doesn't predict future results. How these numbers are computed. Not investment advice.