Balanced Blend 104 vs Conservative Boost 978

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

Balanced Blend 104

Medium riskLow reward

3.8%

yield · $32/mo per $10k

WinnerConservative Boost 978

Medium riskLow reward

5.2%

yield · $43/mo per $10k

Conservative Boost 978 wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Balanced Blend 104Conservative Boost 978Distributions reinvested · hypothetical, fixed weights

Total Return0–2

29.3%

Total Ret.

36.7%

7.9%

CAGR

9.7%

Income0–3

3.8%

Yield

5.2%

$32

Income

$43

0.96

Steadiness

0.71

Principal / NAV0–2

11.3%

NAV

11.9%

-13.1%

Max DD

-7.1%

Risk1–3

5.1

Risk-Adj.

4.9

1.07

Sortino

1.90

11.7%

Volatility

7.7%

2.5

Safety

2.1

Holdings overlap

50% overlap

Balanced Blend 104 only

BBRE 13%REZ 13%RWR 13%SCHH 13%

Shared

BKLN 13%CGCP 13%DHS 13%DIV 13%

Conservative Boost 978 only

FPE 15%AMLP 14%DWX 14%

The risk-first read

Balanced Blend 104 takes it on risk-adjusted return (5.1 vs 4.9), winning 10 of the 11 head-to-head stats. Conservative Boost 978's one edge is a higher 5.2% yield — worth it only if that's specifically what you're after.

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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.