Strategic: DIY, ranked by Total Return

for period ending May 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
Sort by any column by clicking on the gray column heading.

      Total Return   Downside Deviation
Recipe Name ID Category YTD May 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 2.5% -0.7% 5.4% * * * * *   3.2% * * * * *
S&P 500 SPY Benchmark 0.9% 6.3% 13.2% * * * * *   7.1% * * * * *
Strategic 50-50 s.5050 Balanced 1.6% 2.8% 9.3% * * * * *   4.4% * * * * *
Strategic 60-40 Portfolio s.6040 Benchmark 1.3% 3.5% 10.0% * * * * *   5.0% * * * * *
7Twelve Israelson s.712 Balanced 2.9% 2.5% 6.6% * * * * *   4.6% * * * * *
Couch Potato: Scott Burns s.couc Balanced 2.2% 2.8% 9.3% * * * * *   4.1% * * * * *
Ben Graham 50-50 s.grah Balanced 5.7% 1.9% 9.0% * * * * *   4.8% * * * * *
Safe Haven Portfolio s.have Balanced 13.6% 2.0% 17.5% * * * * *   5.5% * * * * *
Six Ways from Sunday s.lazy Balanced 4.0% 2.2% 7.1% * * * * *   5.8% * * * * *
ETF Moderate s.mode Balanced 2.8% 2.8% 9.0% * * * * *   4.7% * * * * *
David Swensen inspired s.swen Balanced 3.8% 2.5% 9.7% * * * * *   6.2% * * * * *
Lazy: Ultimate Buy & Hold s.buyh Balanced 4.4% 2.5% 7.9% * * * * *   4.3% * * * * *
Lazy: Coffeehouse s.coff Balanced 1.2% 2.2% 6.9% * * * * *   5.6% * * * * *
Lazy: Margaritaville s.marg Balanced 4.6% 3.5% 10.1% * * * * *   3.8% * * * * *
Lazy: Smart Money s.smar Balanced 2.3% 2.8% 8.0% * * * * *   4.3% * * * * *
Strategic 70-30 Portfolio s.7030 High Equity 1.1% 4.2% 10.7% * * * * *   5.6% * * * * *
Strategic 80-20 Portfolio s.8020 High Equity 0.9% 4.9% 11.4% * * * * *   6.3% * * * * *
ETF Aggressive s.aggr High Equity 4.4% 4.1% 8.9% * * * * *   4.8% * * * * *
Ben Stein inspired s.bens High Equity 5.1% 4.0% 10.6% * * * * *   4.2% * * * * *
Low Volatility Portfolio s.lowv High Equity 7.2% 0.9% 12.4% * * * * *   2.9% * * * * *
Lazy: Aronson s.aron High Equity 3.3% 3.5% 9.2% * * * * *   5.2% * * * * *
Lazy: No Brainer s.nobr High Equity 4.4% 4.0% 9.6% * * * * *   5.4% * * * * *
Lazy: Second Grader s.seco High Equity 3.4% 5.1% 12.1% * * * * *   5.3% * * * * *
Lazy: Yale Unconventional s.yale High Equity 3.4% 2.5% 9.9% * * * * *   5.8% * * * * *
Harry Browne inspired s.brow Low Equity 6.9% 0.7% 14.2% * * * * *   3.1% * * * * *
Ray Dalio inspired s.dali Low Equity 3.4% 1.0% 7.8% * * * * *   2.9% * * * * *
Ivy Portfolio s.ivyp Low Equity 3.4% 2.5% 7.8% * * * * *   4.4% * * * * *
No Equity Portfolio s.noeq Low Equity 8.6% -0.7% 16.7% * * * * *   6.5% * * * * *
Permanent Plus s.plus Low Equity 8.3% 1.9% 19.0% * * * * *   2.8% * * * * *
Black Swan Hyperinflation s.swan Low Equity 9.8% 2.2% 9.1% * * * * *   4.0% * * * * *
Talmud Dividend Equities s.talm Low Equity 9.5% 1.3% 19.3% * * * * *   6.9% * * * * *
Worst Case Scenario s.wors Low Equity 6.6% -1.1% 10.9% * * * * *   2.5% * * * * *
Talmud with Blue Chip s.talc Low Equity 1.6% 1.5% 9.9% * * * * *   6.4% * * * * *
Talmud Broad Market s.talb Low Equity 1.5% 2.2% 10.2% * * * * *   6.3% * * * * *
Talmud with Small Cap s.tals Low Equity -1.1% 2.0% 6.4% * * * * *   7.1% * * * * *
Talmud Equities and Gold s.talg Low Equity 8.8% 2.4% 21.8% * * * * *   5.1% * * * * *