Balanced Blend 104 vs Sharpe Maximizer

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

WinnerSharpe Maximizer

Low riskLow reward

3.8%

yield · $31/mo per $10k

Sharpe Maximizer wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Balanced Blend 104Sharpe MaximizerDistributions reinvested · hypothetical, fixed weights

Total Return0–2

29.3%

Total Ret.

39.8%

7.9%

CAGR

10.5%

Income2–1

3.8%

Yield

3.8%

$32

Income

$31

0.96

Steadiness

0.54

Principal / NAV0–2

11.3%

NAV

23.1%

-13.1%

Max DD

-11.9%

Risk1–3

5.1

Risk-Adj.

11.3

1.07

Sortino

1.24

11.7%

Volatility

12.2%

2.5

Safety

1.9

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

Sharpe Maximizer only

SCHD 35%VIG 30%DGRO 20%HDV 15%

The risk-first read

Sharpe Maximizer wins. Balanced Blend 104 dangles a bigger 3.8% headline yield, but after NAV erosion its total return (29.3%) trails Sharpe Maximizer's 39.8% — and at a higher risk tier (2.5 vs 1.9). The classic yield trap.

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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.