Capital Preservation Plus vs The Middle Path 269

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

Compared over their common history since Jan 2026.

Judge on

Window

Capital Preservation Plus

Low riskMedium reward

6.8%

yield · $57/mo per $10k

WinnerThe Middle Path 269

Medium riskLow reward

3.4%

yield · $29/mo per $10k

The Middle Path 269 wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Capital Preservation PlusThe Middle Path 269Distributions reinvested · hypothetical, fixed weights

Total Return0–2

-17.3%

Total Ret.

5.7%

-40.6%

CAGR

16.5%

Income3–0

6.8%

Yield

3.4%

$57

Income

$29

0.21

Steadiness

0.76

Principal / NAV0–2

-30.2%

NAV

4.5%

-21.9%

Max DD

-4.0%

Riskeven

14.8

Risk-Adj.

5.1

-1.41

Sortino

3.30

33.5%

Volatility

8.5%

1.2

Safety

2.5

Holdings overlap

0% overlap

Capital Preservation Plus only

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

Shared

No shared holdings

The Middle Path 269 only

FDL 13%SCHH 13%BKLN 13%CGCP 13%IDV 13%JAAA 13%VNQ 12%IYR 12%

The risk-first read

Capital Preservation Plus wins the risk-adjusted call: -17.3% total return at a meaningfully lower risk tier (1.2 vs 2.5). You're paid more per unit of risk — and The Middle Path 269'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 2026 — no fees or taxes; past performance doesn't predict future results. How these numbers are computed. Not investment advice.