Strategic: DIY, ranked by Standard Deviation

for period ending October 31, 2024

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
by Volatility / Risk: Maximum Drawdown, Standard Deviation, Downside Deviation, Beta

Standard Deviation shows the 1-, 3-, 5-, 10-, 15-, and 20-year standard deviation from the mean. This is calculated using monthly returns, then annualized.

Note: This Free subscription only includes access to the 1-year data. Subscribe for full access to 3-, 5-, 10-, 15-, and 20-year metrics. For each Portfolio Recipe, get access to investable allocations, sortable lists, and clickable scatterplots.

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.

      Standard Deviation   Total Return, annualized
Recipe Name ID Category 1 year 3 year 5 year 10 year 15 year 20 year   1 year 3 year 5 year 10 year 15 year 20 year
    Group average  
 
Strategic 50-50 s.5050 Balanced 10.6% * * * * *   23.5% * * * * *
Strategic 60-40 Portfolio s.6040 Balanced 11.4% * * * * *   26.3% * * * * *
7Twelve Israelson s.712 Balanced 10.0% * * * * *   19.2% * * * * *
Couch Potato: Scott Burns s.couc Balanced 9.3% * * * * *   22.4% * * * * *
Ben Graham 50-50 s.grah Balanced 11.0% * * * * *   19.6% * * * * *
Safe Haven Portfolio s.have Balanced 11.2% * * * * *   24.7% * * * * *
Six Ways from Sunday s.lazy Balanced 11.3% * * * * *   19.8% * * * * *
ETF Moderate s.mode Balanced 12.0% * * * * *   23.8% * * * * *
David Swensen inspired s.swen Balanced 15.2% * * * * *   26.3% * * * * *
Lazy: Ultimate Buy & Hold s.buyh Balanced 10.5% * * * * *   19.3% * * * * *
Lazy: Coffeehouse s.coff Balanced 12.8% * * * * *   23.3% * * * * *
Lazy: Margaritaville s.marg Balanced 10.4% * * * * *   24.6% * * * * *
Lazy: Smart Money s.smar Balanced 10.0% * * * * *   21.8% * * * * *
Strategic 70-30 Portfolio s.7030 High Equity 12.3% * * * * *   29.1% * * * * *
Strategic 80-20 Portfolio s.8020 High Equity 13.3% * * * * *   32.0% * * * * *
ETF Aggressive s.aggr High Equity 13.3% * * * * *   25.9% * * * * *
Ben Stein inspired s.bens High Equity 10.9% * * * * *   24.9% * * * * *
Low Volatility Portfolio s.lowv High Equity 6.0% * * * * *   16.3% * * * * *
Lazy: Aronson s.aron High Equity 12.9% * * * * *   25.5% * * * * *
Lazy: No Brainer s.nobr High Equity 13.7% * * * * *   27.5% * * * * *
Lazy: Second Grader s.seco High Equity 13.2% * * * * *   33.0% * * * * *
Lazy: Yale Unconventional s.yale High Equity 14.8% * * * * *   27.2% * * * * *
Harry Browne inspired s.brow Low Equity 8.9% * * * * *   23.7% * * * * *
Ray Dalio inspired s.dali Low Equity 8.0% * * * * *   16.9% * * * * *
Ivy Portfolio s.ivyp Low Equity 10.4% * * * * *   19.9% * * * * *
No Equity Portfolio s.noeq Low Equity 15.8% * * * * *   29.3% * * * * *
Permanent Plus s.plus Low Equity 11.7% * * * * *   32.2% * * * * *
Black Swan Hyperinflation s.swan Low Equity 8.9% * * * * *   11.0% * * * * *
Talmud Dividend Equities s.talm Low Equity 14.6% * * * * *   33.4% * * * * *
Worst Case Scenario s.wors Low Equity 4.3% * * * * *   9.2% * * * * *
Talmud with Blue Chip s.talc Low Equity 14.1% * * * * *   23.2% * * * * *
Talmud Broad Market s.talb Low Equity 15.2% * * * * *   27.3% * * * * *
Talmud with Small Cap s.tals Low Equity 16.3% * * * * *   24.5% * * * * *
Talmud Equities and Gold s.talg Low Equity 14.0% * * * * *   37.3% * * * * *