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Strategic: DIY, ranked by Downside Deviation

for period ending September 30, 2021
 
Use the table below to compare the performance of all the portfolios in this peer group. You may sort by any column by clicking on the column headings in the gray row.
   Downside Deviation Total Return, annualized
Recipe NameIDCategory1 year3 year5 year7 year10 year15 year 1 year3 year5 year7 year10 year15 year
  Group average4.2%***** 18.0%*****
 
Strategic 50-50s.5050Balanced3.5%***** 14.7%*****
Strategic 60-40 Portfolios.6040Balanced4.0%***** 18.0%*****
Strategic 70-30 Portfolios.7030High Equity4.5%***** 21.4%*****
7Twelve Israelsons.712Balanced2.2%***** 23.8%*****
Strategic 80-20 Portfolios.8020High Equity5.1%***** 24.9%*****
ETF Aggressives.aggrHigh Equity4.3%***** 25.0%*****
Lazy: Aronsons.aronHigh Equity3.5%***** 20.6%*****
Ben Stein inspireds.bensHigh Equity4.0%***** 23.5%*****
Harry Browne inspireds.browLow Equity4.4%***** 3.0%*****
Lazy: Ultimate Buy & Holds.buyhBalanced3.1%***** 18.9%*****
Lazy: Coffeehouses.coffBalanced3.3%***** 20.4%*****
Couch Potato: Scott Burnss.coucBalanced3.4%***** 18.0%*****
Ray Dalio inspireds.daliLow Equity2.5%***** 9.9%*****
Ben Graham 50-50s.grahBalanced2.9%***** 17.5%*****
Safe Haven Portfolios.haveBalanced5.7%***** 8.3%*****
Ivy Portfolios.ivypLow Equity3.8%***** 26.8%*****
Six Ways from Sundays.lazyBalanced2.7%***** 28.6%*****
Low Volatility Portfolios.lowvHigh Equity3.4%***** 7.1%*****
Lazy: Margaritavilles.margBalanced4.0%***** 20.2%*****
ETF Moderates.modeBalanced3.4%***** 18.0%*****
Lazy: No Brainers.nobrHigh Equity4.8%***** 24.6%*****
No Equity Portfolios.noeqLow Equity6.1%***** 4.3%*****
Permanent Pluss.plusLow Equity7.0%***** 2.5%*****
Lazy: Second Graders.secoHigh Equity5.4%***** 26.1%*****
Lazy: Smart Moneys.smarBalanced2.9%***** 20.5%*****
Black Swan Hyperinflations.swanLow Equity3.9%***** 23.2%*****
David Swensen inspireds.swenBalanced5.1%***** 19.5%*****
Talmud Broad Markets.talbLow Equity5.0%***** 20.7%*****
Talmud with Blue Chips.talcLow Equity5.2%***** 17.9%*****
Talmud Equities and Golds.talgLow Equity5.9%***** 18.6%*****
Talmud Dividend Equitiess.talmLow Equity6.3%***** 18.3%*****
Talmud with Small Caps.talsLow Equity3.6%***** 26.0%*****
Worst Case Scenarios.worsLow Equity3.4%***** 1.4%*****
Lazy: Yale Unconventionals.yaleHigh Equity5.2%***** 19.7%*****