Risk Seeker 418 vs Risk Seeker 696

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

Risk Seeker 418

Medium riskHigh reward

13.5%

yield · $112/mo per $10k

WinnerRisk Seeker 696

Medium riskHigh reward

16.6%

yield · $138/mo per $10k

Risk Seeker 696 wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Risk Seeker 418Risk Seeker 696Distributions reinvested · hypothetical, fixed weights

Total Return0–2

37.9%

Total Ret.

42.7%

22.3%

CAGR

25.0%

Income0–3

13.5%

Yield

16.6%

$112

Income

$138

1.95

Steadiness

1.70

Principal / NAV2–0

7.7%

NAV

6.9%

-11.6%

Max DD

-13.2%

Riskeven

7.6

Risk-Adj.

8.8

2.72

Sortino

2.78

12.3%

Volatility

13.6%

2.6

Safety

2.6

Holdings overlap

72% overlap

Risk Seeker 418 only

AMEFX 15%DIVO 13%

Shared

XPAY 15%GOOY 15%AMECX 15%ANCFX 13%CAIBX 13%

Risk Seeker 696 only

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The risk-first read

Risk Seeker 696 takes it on risk-adjusted return (8.8 vs 7.6), winning 7 of the 11 head-to-head stats. Risk Seeker 418's one edge is a lower 2.6 risk tier — worth it only if that's specifically what you're after.

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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.