Growth Focused 703 vs Retirement Fortress

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

WinnerGrowth Focused 703

Medium riskHigh reward

13.0%

yield · $109/mo per $10k

Retirement Fortress

Low riskLow reward

2.4%

yield · $20/mo per $10k

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

Growth of $10,000 (dividends reinvested)

Growth Focused 703Retirement FortressDistributions reinvested · hypothetical, fixed weights

Total Return2–0

39.2%

Total Ret.

25.8%

23.0%

CAGR

15.5%

Income2–1

13.0%

Yield

2.4%

$109

Income

$20

2.16

Steadiness

0.48

Principal / NAVeven

8.0%

NAV

20.6%

-11.8%

Max DD

-12.5%

Riskeven

8.3

Risk-Adj.

10.5

2.71

Sortino

1.69

12.6%

Volatility

12.9%

2.3

Safety

1.9

Holdings overlap

0% overlap

Growth Focused 703 only

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

Shared

No shared holdings

Retirement Fortress only

SCHD 30%VYM 25%DGRO 20%VIG 15%DVY 10%

The risk-first read

Retirement Fortress wins the risk-adjusted call: 25.8% total return at a meaningfully lower risk tier (1.9 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.