Global Conservative 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

WinnerGlobal Conservative

Low riskLow reward

2.6%

yield · $22/mo per $10k

Growth Focused 703

Medium riskHigh reward

13.0%

yield · $109/mo per $10k

Global Conservative wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Global ConservativeGrowth Focused 703Distributions reinvested · hypothetical, fixed weights

Total Return2–0

39.5%

Total Ret.

39.2%

23.2%

CAGR

23.0%

Income1–2

2.6%

Yield

13.0%

$22

Income

$109

0.55

Steadiness

2.16

Principal / NAV2–0

31.9%

NAV

8.0%

-9.0%

Max DD

-11.8%

Risk3–1

13.9

Risk-Adj.

8.3

2.47

Sortino

2.71

12.4%

Volatility

12.6%

1.8

Safety

2.3

Holdings overlap

0% overlap

Global Conservative only

SCHD 30%VYM 25%VYMI 25%IDV 20%

Shared

No shared holdings

Growth Focused 703 only

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

The risk-first read

Global Conservative wins. Growth Focused 703 dangles a bigger 13.0% headline yield, but after NAV erosion its total return (39.2%) trails Global Conservative's 39.5% — and at a higher risk tier (2.3 vs 1.8). The classic yield trap.

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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.