Growth Focused 703 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

WinnerGrowth Focused 703

Medium riskHigh reward

13.0%

yield · $108/mo per $10k

The Middle Path 269

Medium riskLow reward

3.4%

yield · $29/mo per $10k

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

Growth of $10,000 (dividends reinvested)

Growth Focused 703The Middle Path 269Distributions reinvested · hypothetical, fixed weights

Total Return2–0

6.9%

Total Ret.

5.7%

19.9%

CAGR

16.5%

Income2–1

13.0%

Yield

3.4%

$108

Income

$29

0.78

Steadiness

0.76

Principal / NAV0–2

2.6%

NAV

4.5%

-8.6%

Max DD

-4.0%

Riskeven

8.2

Risk-Adj.

5.1

2.36

Sortino

3.30

13.2%

Volatility

8.5%

2.3

Safety

2.5

Holdings overlap

0% overlap

Growth Focused 703 only

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

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

Growth Focused 703 wins on both fronts: more monthly income ($108 vs $29 per $10k) and a better risk-adjusted return — without taking on more tier risk. A clean pick.

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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.