Sharpe Maximizer 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

Sharpe Maximizer

Low riskLow reward

3.8%

yield · $31/mo per $10k

WinnerThe Middle Path 269

Medium riskLow reward

3.4%

yield · $29/mo per $10k

The Middle Path 269 wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Sharpe MaximizerThe Middle Path 269Distributions reinvested · hypothetical, fixed weights

Total Return0–2

0.7%

Total Ret.

5.7%

2.0%

CAGR

16.5%

Income2–1

3.8%

Yield

3.4%

$31

Income

$29

0.84

Steadiness

0.76

Principal / NAV0–2

-4.6%

NAV

4.5%

-7.9%

Max DD

-4.0%

Riskeven

11.6

Risk-Adj.

5.1

0.26

Sortino

3.30

15.3%

Volatility

8.5%

1.9

Safety

2.5

Holdings overlap

0% overlap

Sharpe Maximizer only

SCHD 35%VIG 30%DGRO 20%HDV 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

Sharpe Maximizer wins the risk-adjusted call: 0.7% total return at a meaningfully lower risk tier (1.9 vs 2.5). You're paid more per unit of risk — and The Middle Path 269'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 Jan 2026 — no fees or taxes; past performance doesn't predict future results. How these numbers are computed. Not investment advice.