Maximum Drawdown | Total Return, annualized | ||||||||||||||
Recipe Name | ID | Category | 1 year | 3 year | 5 year | 7 year | 10 year | 15 year | 1 year | 3 year | 5 year | 7 year | 10 year | 15 year | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Group average | -3.9% | * | * | * | * | * | 33.0% | * | * | * | * | * | |||
Strategic 50-50 | s.5050 | Balanced | -3.1% | * | * | * | * | * | 29.2% | * | * | * | * | * | |
Strategic 60-40 Portfolio | s.6040 | Balanced | -3.5% | * | * | * | * | * | 35.5% | * | * | * | * | * | |
Strategic 70-30 Portfolio | s.7030 | High Equity | -4.0% | * | * | * | * | * | 41.9% | * | * | * | * | * | |
7Twelve Israelson | s.712 | Balanced | -3.2% | * | * | * | * | * | 40.1% | * | * | * | * | * | |
Strategic 80-20 Portfolio | s.8020 | High Equity | -4.5% | * | * | * | * | * | 48.6% | * | * | * | * | * | |
ETF Aggressive | s.aggr | High Equity | -2.2% | * | * | * | * | * | 52.2% | * | * | * | * | * | |
Lazy: Aronson | s.aron | High Equity | -2.6% | * | * | * | * | * | 43.0% | * | * | * | * | * | |
Ben Stein inspired | s.bens | High Equity | -4.4% | * | * | * | * | * | 43.3% | * | * | * | * | * | |
Harry Browne inspired | s.brow | Low Equity | -4.7% | * | * | * | * | * | 10.9% | * | * | * | * | * | |
Lazy: Ultimate Buy & Hold | s.buyh | Balanced | -2.5% | * | * | * | * | * | 33.2% | * | * | * | * | * | |
Lazy: Coffeehouse | s.coff | Balanced | -2.4% | * | * | * | * | * | 34.1% | * | * | * | * | * | |
Couch Potato: Scott Burns | s.couc | Balanced | -3.2% | * | * | * | * | * | 32.9% | * | * | * | * | * | |
Ray Dalio inspired | s.dali | Low Equity | -2.9% | * | * | * | * | * | 17.4% | * | * | * | * | * | |
Ben Graham 50-50 | s.grah | Balanced | -2.8% | * | * | * | * | * | 29.8% | * | * | * | * | * | |
Safe Haven Portfolio | s.have | Balanced | -3.8% | * | * | * | * | * | 21.6% | * | * | * | * | * | |
Ivy Portfolio | s.ivyp | Low Equity | -4.5% | * | * | * | * | * | 36.8% | * | * | * | * | * | |
Six Ways from Sunday | s.lazy | Balanced | -5.8% | * | * | * | * | * | 40.5% | * | * | * | * | * | |
Low Volatility Portfolio | s.lowv | High Equity | -2.6% | * | * | * | * | * | 15.5% | * | * | * | * | * | |
Lazy: Margaritaville | s.marg | Balanced | -3.6% | * | * | * | * | * | 39.4% | * | * | * | * | * | |
ETF Moderate | s.mode | Balanced | -2.6% | * | * | * | * | * | 36.5% | * | * | * | * | * | |
Lazy: No Brainer | s.nobr | High Equity | -4.1% | * | * | * | * | * | 45.4% | * | * | * | * | * | |
No Equity Portfolio | s.noeq | Low Equity | -6.7% | * | * | * | * | * | 7.8% | * | * | * | * | * | |
Permanent Plus | s.plus | Low Equity | -7.9% | * | * | * | * | * | 14.4% | * | * | * | * | * | |
Lazy: Second Grader | s.seco | High Equity | -4.7% | * | * | * | * | * | 52.3% | * | * | * | * | * | |
Lazy: Smart Money | s.smar | Balanced | -2.1% | * | * | * | * | * | 37.4% | * | * | * | * | * | |
Black Swan Hyperinflation | s.swan | Low Equity | -6.2% | * | * | * | * | * | 45.3% | * | * | * | * | * | |
David Swensen inspired | s.swen | Balanced | -4.0% | * | * | * | * | * | 32.3% | * | * | * | * | * | |
Talmud Broad Market | s.talb | Low Equity | -3.9% | * | * | * | * | * | 31.7% | * | * | * | * | * | |
Talmud with Blue Chip | s.talc | Low Equity | -4.2% | * | * | * | * | * | 27.9% | * | * | * | * | * | |
Talmud Equities and Gold | s.talg | Low Equity | -5.2% | * | * | * | * | * | 34.8% | * | * | * | * | * | |
Talmud Dividend Equities | s.talm | Low Equity | -4.5% | * | * | * | * | * | 31.8% | * | * | * | * | * | |
Talmud with Small Cap | s.tals | Low Equity | -2.3% | * | * | * | * | * | 39.7% | * | * | * | * | * | |
Worst Case Scenario | s.wors | Low Equity | -3.5% | * | * | * | * | * | 6.2% | * | * | * | * | * | |
Lazy: Yale Unconventional | s.yale | High Equity | -4.2% | * | * | * | * | * | 32.8% | * | * | * | * | * |