Balanced Blend 104 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 Jan 2023.

Judge on

Window

Balanced Blend 104

Medium riskLow reward

3.8%

yield · $32/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)

Balanced Blend 104Quality Yield 813Distributions reinvested · hypothetical, fixed weights

Total Return0–2

29.3%

Total Ret.

57.2%

7.9%

CAGR

14.4%

Income1–2

3.8%

Yield

4.8%

$32

Income

$40

0.96

Steadiness

1.07

Principal / NAV0–2

11.3%

NAV

30.4%

-13.1%

Max DD

-12.5%

Risk1–3

5.1

Risk-Adj.

10.5

1.07

Sortino

1.37

11.7%

Volatility

15.9%

2.5

Safety

2.3

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

Quality Yield 813 only

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

The risk-first read

Quality Yield 813 takes it on risk-adjusted return (10.5 vs 5.1), winning 9 of the 11 head-to-head stats. Balanced Blend 104's one edge is a lower 2.5 risk tier — 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.