Balanced Blend 104 vs Capital Preservation Plus

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

Compared over their common history since Jan 2023.

Judge on

Window

WinnerBalanced Blend 104

Medium riskLow reward

3.8%

yield · $32/mo per $10k

Capital Preservation Plus

Low riskMedium reward

6.8%

yield · $57/mo per $10k

Balanced Blend 104 wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Balanced Blend 104Capital Preservation PlusDistributions reinvested · hypothetical, fixed weights

Total Return2–0

29.3%

Total Ret.

2.5%

7.9%

CAGR

0.7%

Income0–3

3.8%

Yield

6.8%

$32

Income

$57

0.96

Steadiness

0.41

Principal / NAV2–0

11.3%

NAV

-20.1%

-13.1%

Max DD

-21.9%

Riskeven

5.1

Risk-Adj.

14.5

1.07

Sortino

0.14

11.7%

Volatility

13.1%

2.5

Safety

1.2

Holdings overlap

0% overlap

Balanced Blend 104 only

BKLN 13%CGCP 13%DHS 13%DIV 13%BBRE 13%REZ 13%RWR 13%SCHH 13%

Shared

No shared holdings

Capital Preservation Plus only

HDV 40%BIL 35%SCHD 12%VYM 8%NOBL 5%

The risk-first read

Capital Preservation Plus wins the risk-adjusted call: 2.5% total return at a meaningfully lower risk tier (1.2 vs 2.5). You're paid more per unit of risk — and Balanced Blend 104'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 Jan 2023 — no fees or taxes; past performance doesn't predict future results. How these numbers are computed. Not investment advice.