Strategic: DIY, ranked by Historical Return

for period ending March 31, 2025

More ways to view this list of Portfolio Recipes:
Recipe Summary Page (Total Return with Maximum Drawdown Scatterplots)
by Return: Total Return (1, 3, 5, 10, 15, 20 years), Historical Return (past 5 years)
by Risk vs. Return: Risk vs. Return Compass, M-Squared, Alpha, Sharpe Ratio, Sortino Ratio, Treynor Ratio
by Volatility / Risk: Maximum Drawdown, Standard Deviation, Downside Deviation, Beta
by Peer Group: Strategic: DIY, Tactical: DIY, Tactical: Managed

Historical Return is the annual return for the last 5 calendar years.

Note: Access to the sortable list for all years (including 3-, 5-, 10-, 15-, and 20-year metrics) is only available to paid subscribers. Subscribe to view the complete version of this Recipe Summary page.

Portfolio Recipes: Strategic: DIY Peer Group
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    Historical Return   Total Return, annualized
Recipe Name ID Category   1 year 3 year 5 year 10 year 15 year 20 year
    Group Average  
   
U.S. Total Bond Market BND Benchmark * * * * 1.4%   4.9% * * * * *
S&P 500 SPY Benchmark * * * * 24.9%   8.3% * * * * *
Strategic 50-50 s.5050 Balanced * * * * 12.2%   6.2% * * * * *
Strategic 60-40 Portfolio s.6040 Benchmark * * * * 14.4%   6.4% * * * * *
7Twelve Israelson s.712 Balanced * * * * 6.8%   4.8% * * * * *
Couch Potato: Scott Burns s.couc Balanced * * * * 12.3%   6.8% * * * * *
Ben Graham 50-50 s.grah Balanced * * * * 6.2%   7.2% * * * * *
Safe Haven Portfolio s.have Balanced * * * * 11.8%   18.3% * * * * *
Six Ways from Sunday s.lazy Balanced * * * * 6.0%   5.4% * * * * *
ETF Moderate s.mode Balanced * * * * 9.5%   6.1% * * * * *
David Swensen inspired s.swen Balanced * * * * 7.9%   6.4% * * * * *
Lazy: Ultimate Buy & Hold s.buyh Balanced * * * * 6.1%   4.6% * * * * *
Lazy: Coffeehouse s.coff Balanced * * * * 7.9%   4.3% * * * * *
Lazy: Margaritaville s.marg Balanced * * * * 11.5%   7.2% * * * * *
Lazy: Smart Money s.smar Balanced * * * * 9.6%   4.9% * * * * *
Strategic 70-30 Portfolio s.7030 High Equity * * * * 16.7%   6.6% * * * * *
Strategic 80-20 Portfolio s.8020 High Equity * * * * 19.1%   6.8% * * * * *
ETF Aggressive s.aggr High Equity * * * * 10.4%   5.1% * * * * *
Ben Stein inspired s.bens High Equity * * * * 12.3%   7.1% * * * * *
Low Volatility Portfolio s.lowv High Equity * * * * 9.0%   10.9% * * * * *
Lazy: Aronson s.aron High Equity * * * * 9.9%   4.3% * * * * *
Lazy: No Brainer s.nobr High Equity * * * * 11.3%   5.0% * * * * *
Lazy: Second Grader s.seco High Equity * * * * 17.6%   7.4% * * * * *
Lazy: Yale Unconventional s.yale High Equity * * * * 8.7%   6.4% * * * * *
Harry Browne inspired s.brow Low Equity * * * * 11.0%   12.7% * * * * *
Ray Dalio inspired s.dali Low Equity * * * * 6.4%   7.2% * * * * *
Ivy Portfolio s.ivyp Low Equity * * * * 7.2%   6.5% * * * * *
No Equity Portfolio s.noeq Low Equity * * * * 7.3%   15.8% * * * * *
Permanent Plus s.plus Low Equity * * * * 16.4%   15.6% * * * * *
Black Swan Hyperinflation s.swan Low Equity * * * * 6.3%   11.5% * * * * *
Talmud Dividend Equities s.talm Low Equity * * * * 13.3%   18.0% * * * * *
Worst Case Scenario s.wors Low Equity * * * * 4.9%   9.0% * * * * *
Talmud with Blue Chip s.talc Low Equity * * * * 7.3%   7.5% * * * * *
Talmud Broad Market s.talb Low Equity * * * * 9.8%   7.3% * * * * *
Talmud with Small Cap s.tals Low Equity * * * * 7.1%   3.8% * * * * *
Talmud Equities and Gold s.talg Low Equity * * * * 18.5%   18.6% * * * * *