Battle Arena

Risk Seeker 696 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
WinnerRisk Seeker 696
Medium riskHigh reward

16.5%

yield · $138/mo per $10k

The Middle Path 269
Medium riskLow reward

3.4%

yield · $29/mo per $10k

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

Growth of $10,000 (dividends reinvested)

Risk Seeker 696The Middle Path 269Distributions reinvested · hypothetical, fixed weights
Total Return2–0
7.8%
Total Ret.
5.7%
22.7%
CAGR
16.5%
Income3–0
16.5%
Yield
3.4%
$138
Income
$29
0.71
Steadiness
0.76
Principal / NAV0–2
2.4%
NAV
4.5%
-8.7%
Max DD
-4.0%
Risk1–3
8.7
Risk-Adj.
5.1
2.53
Sortino
3.30
14.4%
Volatility
8.5%
2.6
Safety
2.5

Holdings overlap

0% overlap

Risk Seeker 696 only

XPAY 20%ANCFX 20%CAIBX 20%GOOY 20%AMECX 20%

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

Risk Seeker 696 takes it on risk-adjusted return (8.7 vs 5.1), winning 6 of the 11 head-to-head stats. The Middle Path 269's one edge is a lower 2.5 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 Jan 2026 — no fees or taxes; past performance doesn't predict future results. How these numbers are computed. Not investment advice.