Balanced Blend 104 vs The Middle Path 859

How $10,000 would have grown in each — compared across total return, income, NAV, and risk.

Compared over their common history since Jan 2024.

Judge on

Window

Balanced Blend 104

Medium riskLow reward

3.8%

yield · $32/mo per $10k

WinnerThe Middle Path 859

High riskHigh reward

15.1%

yield · $126/mo per $10k

The Middle Path 859 wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Balanced Blend 104The Middle Path 859Distributions reinvested · hypothetical, fixed weights

Total Return0–2

29.5%

Total Ret.

74.9%

11.6%

CAGR

26.9%

Income0–3

3.8%

Yield

15.1%

$32

Income

$126

1.02

Steadiness

0.73

Principal / NAVeven

17.2%

NAV

23.6%

-8.9%

Max DD

-19.4%

Riskeven

5.7

Risk-Adj.

5.7

1.65

Sortino

2.31

10.3%

Volatility

17.7%

2.5

Safety

3.5

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

The Middle Path 859 only

GPIQ 10%BIZD 10%QQQI 10%NVDL 10%TSLY 10%SRLN 10%SPYI 10%JEPQ 10%AMLP 8%FPE 8%BIL 5%

The risk-first read

The Middle Path 859 takes it on risk-adjusted return (5.7 vs 5.7), winning 8 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 2024 — no fees or taxes; past performance doesn't predict future results. How these numbers are computed. Not investment advice.