Balanced Blend 104 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

Balanced Blend 104

Medium riskLow reward

3.8%

yield · $32/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)

Balanced Blend 104Safe High Income 755Distributions reinvested · hypothetical, fixed weights

Total Return0–2

12.0%

Total Ret.

36.0%

18.9%

CAGR

60.1%

Income0–3

3.8%

Yield

4.2%

$32

Income

$35

0.93

Steadiness

0.83

Principal / NAVeven

9.2%

NAV

31.9%

-4.8%

Max DD

-8.2%

Risk1–3

5.7

Risk-Adj.

7.9

3.22

Sortino

4.42

9.8%

Volatility

21.8%

2.5

Safety

2.0

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

Safe High Income 755 only

SGOV 15%BIL 14%NBIL 11%ING 8%DEO 8%NVS 8%VALE 8%UBS 8%MPW 8%PFE 8%AMLP 6%

The risk-first read

Safe High Income 755 wins the risk-adjusted call: 36.0% total return at a meaningfully lower risk tier (2.0 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 Oct 2025 — no fees or taxes; past performance doesn't predict future results. How these numbers are computed. Not investment advice.