Balanced Blend 104 vs Test Aaron

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

WinnerTest Aaron

High riskMedium reward

7.7%

yield · $64/mo per $10k

Test Aaron wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Balanced Blend 104Test AaronDistributions reinvested · hypothetical, fixed weights

Total Return0–2

29.3%

Total Ret.

52.0%

7.9%

CAGR

13.2%

Income0–3

3.8%

Yield

7.7%

$32

Income

$64

0.96

Steadiness

0.33

Principal / NAV0–2

11.3%

NAV

41.2%

-13.1%

Max DD

-11.4%

Riskeven

5.1

Risk-Adj.

4.0

1.07

Sortino

1.91

11.7%

Volatility

10.1%

2.5

Safety

3.6

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

Test Aaron only

JEPI 40%QQQH 40%SCHD 20%

The risk-first read

Balanced Blend 104 wins the risk-adjusted call: 29.3% total return at a meaningfully lower risk tier (2.5 vs 3.6). You're paid more per unit of risk — and Test Aaron'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.