Capital Preservation Plus vs Growth Focused 703

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

Compared over their common history since Oct 2024.

Judge on

Window

Capital Preservation Plus

Low riskMedium reward

6.8%

yield · $57/mo per $10k

WinnerGrowth Focused 703

Medium riskHigh reward

13.0%

yield · $109/mo per $10k

Growth Focused 703 wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Capital Preservation PlusGrowth Focused 703Distributions reinvested · hypothetical, fixed weights

Total Return0–2

-9.6%

Total Ret.

39.2%

-6.1%

CAGR

23.0%

Income1–2

6.8%

Yield

13.0%

$57

Income

$109

0.46

Steadiness

2.16

Principal / NAV0–2

-25.9%

NAV

8.0%

-21.9%

Max DD

-11.8%

Riskeven

14.5

Risk-Adj.

8.3

-0.28

Sortino

2.71

17.4%

Volatility

12.6%

1.2

Safety

2.3

Holdings overlap

0% overlap

Capital Preservation Plus only

HDV 40%BIL 35%SCHD 12%VYM 8%NOBL 5%

Shared

No shared holdings

Growth Focused 703 only

ANCFX 20%CAIBX 20%XPAY 15%GOOY 15%AMECX 15%AMEFX 15%

The risk-first read

Capital Preservation Plus wins the risk-adjusted call: -9.6% total return at a meaningfully lower risk tier (1.2 vs 2.3). You're paid more per unit of risk — and Growth Focused 703'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 2024 — no fees or taxes; past performance doesn't predict future results. How these numbers are computed. Not investment advice.