All-Weather Conservative vs Safe High Income 755

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

Compared over their common history since Oct 2025.

Judge on

Window

All-Weather Conservative

Low riskLow reward

4.6%

yield · $38/mo per $10k

WinnerSafe High Income 755

Low riskLow reward

4.2%

yield · $35/mo per $10k

Safe High Income 755 wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

All-Weather ConservativeSafe High Income 755Distributions reinvested · hypothetical, fixed weights

Total Return0–2

2.3%

Total Ret.

36.0%

3.5%

CAGR

60.1%

Income3–0

4.6%

Yield

4.2%

$38

Income

$35

0.59

Steadiness

0.83

Principal / NAV0–2

-4.5%

NAV

31.9%

-9.1%

Max DD

-8.2%

Risk3–1

11.3

Risk-Adj.

7.9

0.44

Sortino

4.42

11.1%

Volatility

21.8%

1.4

Safety

2.0

Holdings overlap

29% overlap

All-Weather Conservative only

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

Shared

SGOV 20%BIL 15%

Safe High Income 755 only

NBIL 11%ING 8%DEO 8%NVS 8%VALE 8%UBS 8%MPW 8%PFE 8%AMLP 6%

The risk-first read

All-Weather Conservative wins the risk-adjusted call: 2.3% total return at a meaningfully lower risk tier (1.4 vs 2.0). You're paid more per unit of risk — and Safe High Income 755'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 Oct 2025 — no fees or taxes; past performance doesn't predict future results. How these numbers are computed. Not investment advice.