The Middle Path 269 vs The Middle Path 859

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

The Middle Path 269

Medium riskLow reward

3.4%

yield · $29/mo per $10k

WinnerThe Middle Path 859

High riskHigh reward

15.1%

yield · $126/mo per $10k

The Middle Path 859 wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

The Middle Path 269The Middle Path 859Distributions reinvested · hypothetical, fixed weights

Total Return0–2

5.7%

Total Ret.

7.2%

16.5%

CAGR

20.9%

Income1–2

3.4%

Yield

15.1%

$29

Income

$126

0.76

Steadiness

0.89

Principal / NAV2–0

4.5%

NAV

2.2%

-4.0%

Max DD

-7.6%

Risk3–1

5.1

Risk-Adj.

5.7

3.30

Sortino

3.04

8.5%

Volatility

13.2%

2.5

Safety

3.5

Holdings overlap

0% overlap

The Middle Path 269 only

FDL 13%SCHH 13%BKLN 13%CGCP 13%IDV 13%JAAA 13%VNQ 12%IYR 12%

Shared

No shared holdings

The Middle Path 859 only

GPIQ 10%BIZD 10%QQQI 10%NVDL 10%TSLY 10%SRLN 10%SPYI 10%JEPQ 10%AMLP 8%FPE 8%BIL 5%

The risk-first read

The Middle Path 859 takes it on risk-adjusted return (5.7 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.