Strategic: DIY, ranked by Total 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

Total Return is the total annual return over the last 1, 3, 5, 10, 15, and 20-year periods.

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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      Total Return   Downside Deviation
Recipe Name ID Category YTD Mar 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  
   
U.S. Total Bond Market BND Benchmark 2.8% 0.0% 4.9% * * * * *   4.0% * * * * *
S&P 500 SPY Benchmark -4.3% -5.6% 8.3% * * * * *   8.1% * * * * *
Strategic 50-50 s.5050 Balanced -1.0% -2.9% 6.2% * * * * *   5.6% * * * * *
Strategic 60-40 Portfolio s.6040 Benchmark -1.8% -3.5% 6.4% * * * * *   6.1% * * * * *
7Twelve Israelson s.712 Balanced 1.5% -0.9% 4.8% * * * * *   5.3% * * * * *
Couch Potato: Scott Burns s.couc Balanced -0.3% -2.6% 6.8% * * * * *   5.1% * * * * *
Ben Graham 50-50 s.grah Balanced 3.9% -0.4% 7.2% * * * * *   5.6% * * * * *
Safe Haven Portfolio s.have Balanced 9.1% 3.0% 18.3% * * * * *   5.6% * * * * *
Six Ways from Sunday s.lazy Balanced 3.1% -0.5% 5.4% * * * * *   6.6% * * * * *
ETF Moderate s.mode Balanced 0.1% -2.1% 6.1% * * * * *   5.7% * * * * *
David Swensen inspired s.swen Balanced 1.6% -2.3% 6.4% * * * * *   7.8% * * * * *
Lazy: Ultimate Buy & Hold s.buyh Balanced 1.6% -1.6% 4.6% * * * * *   5.3% * * * * *
Lazy: Coffeehouse s.coff Balanced 0.0% -2.6% 4.3% * * * * *   6.9% * * * * *
Lazy: Margaritaville s.marg Balanced 1.2% -2.0% 7.2% * * * * *   4.8% * * * * *
Lazy: Smart Money s.smar Balanced -0.1% -2.3% 4.9% * * * * *   5.3% * * * * *
Strategic 70-30 Portfolio s.7030 High Equity -2.5% -4.1% 6.6% * * * * *   6.7% * * * * *
Strategic 80-20 Portfolio s.8020 High Equity -3.3% -4.7% 6.8% * * * * *   7.4% * * * * *
ETF Aggressive s.aggr High Equity 0.4% -1.8% 5.1% * * * * *   5.8% * * * * *
Ben Stein inspired s.bens High Equity 1.1% -2.0% 7.1% * * * * *   5.0% * * * * *
Low Volatility Portfolio s.lowv High Equity 5.1% 1.4% 10.9% * * * * *   3.1% * * * * *
Lazy: Aronson s.aron High Equity -0.5% -2.8% 4.3% * * * * *   6.4% * * * * *
Lazy: No Brainer s.nobr High Equity 0.0% -3.2% 5.0% * * * * *   6.7% * * * * *
Lazy: Second Grader s.seco High Equity -1.3% -3.8% 7.4% * * * * *   6.4% * * * * *
Lazy: Yale Unconventional s.yale High Equity 1.1% -2.7% 6.4% * * * * *   7.5% * * * * *
Harry Browne inspired s.brow Low Equity 5.0% 0.7% 12.7% * * * * *   3.8% * * * * *
Ray Dalio inspired s.dali Low Equity 3.0% -0.5% 7.2% * * * * *   3.8% * * * * *
Ivy Portfolio s.ivyp Low Equity 2.6% -1.1% 6.5% * * * * *   5.3% * * * * *
No Equity Portfolio s.noeq Low Equity 8.8% 1.9% 15.8% * * * * *   7.8% * * * * *
Permanent Plus s.plus Low Equity 4.4% -0.1% 15.6% * * * * *   4.0% * * * * *
Black Swan Hyperinflation s.swan Low Equity 9.5% 4.3% 11.5% * * * * *   3.5% * * * * *
Talmud Dividend Equities s.talm Low Equity 8.3% 1.9% 18.0% * * * * *   7.5% * * * * *
Worst Case Scenario s.wors Low Equity 5.4% 2.3% 9.0% * * * * *   2.3% * * * * *
Talmud with Blue Chip s.talc Low Equity 1.6% -2.0% 7.5% * * * * *   8.0% * * * * *
Talmud Broad Market s.talb Low Equity 0.2% -2.8% 7.3% * * * * *   8.0% * * * * *
Talmud with Small Cap s.tals Low Equity -1.8% -3.0% 3.8% * * * * *   8.6% * * * * *
Talmud Equities and Gold s.talg Low Equity 5.4% 0.3% 18.6% * * * * *   6.2% * * * * *