Strategic 60-40 Portfolio · 60% equity

for period ending August 31, 2026


Quick Links



  Overview

s.6040 is the Recipe ID for this portfolio recipe

This Recipe ID appears in the scatterplots and comparisons below.

Portfolio Recipe Provider   VizMetrics (www.vizmetrics.com)

Description   Strategic 60-40 Portfolio · 60% equity gives investors access to an easy-to-implement, fixed allocation portfolio that uses a balanced approach. This portfolio recipe uses exchange-traded funds and implements a Strategic Asset Allocation based on a balanced approach which uses a 60% equity allocation..

Category   Strategic: DIY. This recipe builds a strategic, do-it-yourself portfolio. This recipe uses a fixed, static allocation.

Ingredients Used   This portfolio recipe invests in exchange-traded funds (ETFs).

Peer Group   Strategic: DIY


You can see how this recipe has performed compared to its peers by clicking on any "Rank: Group" link in the Compare sections, below.

Methodology   This portfolio recipe uses a strategic (also called static, passive, or fixed) allocation for each of the two ETFs in this portfolio recipe. The two ETFs each represent an asset class. The steps to create this portfolio recipe are as follows:

  1. VizMetrics identifies the two asset classes corresponding to the Strategic 60-40 Portfolio · 60% equity methodology.

  2. VizMetrics chooses an exchange-traded fund (ETF) to represent each of the two asset classes.

  3. VizMetrics assigns a weighting (percent allocation) to each of the two ETFs.

Cost   Access to this portfolio recipe is included at no extra charge as part of your VizMetrics Investor subscription. You can invest in this portfolio recipe using the Recipe Ingredients listed below at your favorite brokerage. See How to Invest, below.



  How to Invest

For step-by-step instructions on buying the underlying funds, see "How to Choose and Invest".

Since this Portfolio Recipe is "Strategic: DIY," the percentage allocations below are fixed and do not change month to month. RecipeInvesting calculates returns by rebalancing this Portfolio Recipe to the same target allocation every month.

Recipe ingredients, updated August 31, 2026 and used for September 2026 allocation:

🔒 Exact Portfolio Weights Locked

Upgrade to unlock fund tickers and allocation percentages—updated monthly.



  How to Rebalance

Rebalancing steps
You need to update this portfolio each month to adhere to this portfolio's recipe. See How to Choose and Invest



  Compare: Total Return

for period ending August 31, 2026

5-year graph

● s.6040 ● Global equities (ACWI) ● U.S. equities (SPY) ● U.S. bonds (BND) ● 60% Equity / 40% Bonds (s.6040)
Total Return (Compound Annual Growth Rate)
  YTD      1 year 3 year 5 year 10 year 15 year 20 year
s.6040 8.0% 1.8% 12.7% 13.9% 6.9% 9.5% 9.7% 8.2%
Peer Group* average
60% Equity / 40% Bonds 8.0% 1.8% 12.7% 13.9% 6.9% 9.5% 9.7% 8.2%
Global Equities (ACWI) 14.3% 2.7% 22.3% 20.5% 10.9% 12.7% 11.2%  
U.S. Equities (SPY) 13.1% 2.7% 20.2% 20.9% 12.7% 15.3% 15.0% 11.3%
U.S. Bonds (BND) -0.2% 0.4% 1.8% 4.1% -0.4% 1.4% 2.0% 3.1%
Ranking: Peer Group* Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group
Ranking: All Recipes Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All
* Peer Group is Strategic: DIY
s.talg 9.88655100301805% 3.36371121441987% 19.8444584599934% 21.025726173577% 11.2056972637341% 11.283215746823% 9.89984650227402% 9.80956433750768%
s.tals 10.6693257213782% -0.475568734103852% 12.2852692372279% 10.6776459384433% 3.82730254998394% 6.16327362472038% 7.18227178300861% 6.16894655812921%
s.talb 8.20023775447369% 0.175423696880193% 10.2397572961634% 11.5113700475475% 4.45220560249326% 7.2140379823838% 8.32189004206969% 7.20088208300902%
s.talc 7.39294016615388% -0.336758666106852% 9.16781021909485% 10.2771441660459% 4.22336702976418% 6.75915072686979% 7.65453868489097% 6.92259123180554%
s.wors 4.0291792880754% 0.399756686014265% 5.03260724796448% 5.72907839764776% 1.09037919055881% 1.67244827238897% -0.601934041323493% 0%
s.talm 9.80671997589329% 2.73059238114537% 17.422324482428% 17.8159215786329% 9.97500203062465% 9.56032872371637% 8.78969093821784% 9.02093745101944%
s.swan 20.9577224848767% 8.89037300517583% 34.6046005831724% 19.2853014097304% 15.3675416910488% 10.2985674021342% 4.46584064777174% 0%
s.plus 2.20571828546028% 4.78924493802033% 13.358198238733% 17.1871552175616% 7.74670990450486% 9.64766826472592% 8.34835414914712% 9.40362093718379%
s.noeq 4.34298610979038% 2.70714920898104% 12.5551907899762% 13.2490571685007% 4.24103584390456% 5.42644862562136% 5.43213841894723% 7.14256984562913%
s.ivyp 16.112026098694% 1.89151936753087% 20.2110597463204% 13.7570914900012% 7.31635928114056% 8.41352194268974% 7.037196586326% 0%
s.dali 5.5013386019996% 1.93930402483166% 10.1399828264918% 9.69363080417629% 3.67398590555499% 5.42419689712126% 5.0717622141033% 0%
s.brow 4.16247270524643% 3.38261383105128% 12.8700753582942% 13.6984701615574% 6.25747253640254% 6.98313538898669% 6.14606240476849% 7.08222330982813%
s.yale 9.01459107477756% 1.04415% 12.6263503380814% 12.4707624135387% 4.30657615085326% 7.40104778565134% 8.1004160209216% 7.08507073353681%
s.seco 12.8506103905962% 2.5574% 19.7869207766761% 18.8084863555663% 9.73489741319495% 11.8941876713436% 11.2644629449154% 8.8338965993505%
s.nobr 9.94416064973145% 1.34475% 14.8351858933279% 14.7659944726279% 7.13656273242098% 9.44536161356624% 9.40402887420921% 7.69456467361367%
s.aron 11.5402088870793% 2.24045% 16.4997908993187% 14.5410820773716% 5.7253314078823% 8.51053851110775% 8.41391711012765% 7.36644039405734%
s.lowv 6.74341949515827% 2.33307824601966% 7.72323984811643% 9.50205235921082% 4.84073643342464% 5.4265955825602% 0% 0%
s.bens 13.3687501952239% 2.20793885359719% 19.4740380135585% 16.7190981180516% 9.4639944746006% 10.262551851141% 9.34109354472108% 7.64061404243868%
s.aggr 10.8159012879598% 1.56638268687496% 16.3140145965133% 14.9944067763901% 6.99521761275166% 9.51537917984615% 8.35913445803025% 0%
s.8020 10.7213260144426% 2.2322977497224% 16.4383075799925% 17.2617191179868% 9.33431593144391% 12.1812528172248% 12.1995180114988% 9.75811599661451%
s.7030 9.3505838965201% 1.99867339734913% 14.5639091924607% 15.5782023458984% 8.13862232838636% 10.853098572624% 10.9418005354057% 8.99214697195694%
s.smar 9.625229146466% 1.19465% 12.9589320253651% 12.2111923881382% 6.10398856439638% 7.60386329227794% 7.73121212098591% 6.57744052051807%
s.marg 10.0652432218992% 1.92412% 15.444596031554% 14.6002694980662% 6.66482581376595% 8.79425886992531% 8.10377235012223% 6.89439394799811%
s.coff 8.64811095116485% 0.8504% 11.5534091543626% 10.8853370158191% 4.47302286963849% 6.75696045839964% 7.4527962494948% 6.53796138457401%
s.buyh 9.17606337755401% 0.92086% 13.0610872082735% 11.4682984745812% 5.01059437353459% 6.64998173538465% 6.52996828171426% 5.87552194140708%
s.swen 9.25939903464554% 0.988166603363024% 13.0005756776516% 12.512659183918% 4.60847761667067% 7.59255733887763% 8.28736139119333% 0%
s.mode 8.59616157173258% 1.37161432312791% 13.0167331809653% 12.8498821133282% 5.35100381802838% 7.76017108812459% 7.67710043188474% 0%
s.lazy 14.0725106257572% 1.79786551669864% 16.5037928713072% 12.5749329607625% 7.68372943834914% 7.46044420398966% 6.96295517999415% 0%
s.have 5.26841563748686% 1.16446854065246% 14.8279850530762% 16.7269406814921% 9.04841116379518% 7.99969310507387% 6.76241174078129% 0%
s.grah 7.96286294273092% 0.67519282979795% 11.9071282469973% 11.7832705642776% 5.89216850761571% 6.80002226253409% 6.87281978065608% 5.98419909650059%
s.couc 6.96368177940148% 1.33779332352294% 10.3087560488325% 12.1130528685614% 6.01099606409083% 8.64213484502141% 8.46100150047735% 7.49017466488939%
s.712 14.6008937930279% 2.30105744191502% 18.6918753788476% 13.2192208896435% 7.01314494742209% 7.59765582194147% 6.39708064712894% 0%
s.6040 7.98192132255615% 1.76504904497586% 12.7032697249794% 13.9035825414993% 6.93748452650713% 9.51715099277366% 9.67642806465059% 8.20540584658387%
s.5050 6.61548327217352% 1.53142469260259% 10.8564876512041% 12.238056671126% 5.73126881308395% 8.17406609064362% 8.40396486913642% 7.39851180434259%
Historical Return
 
s.6040 14.0% -16.7% 17.5% 14.4% 13.2%
Peer Group* average
60% Equity / 40% Bonds 14.0% -16.7% 17.5% 14.4% 13.2%
Global Equities (ACWI) 18.7% -18.4% 22.3% 17.5% 22.4%
U.S. Equities (SPY) 28.7% -18.2% 26.2% 24.9% 17.7%
U.S. Bonds (BND) -1.9% -13.1% 5.4% 1.4% 7.1%
Ranking: Peer Group* Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group
Ranking: All Recipes Rank: All Rank: All Rank: All Rank: All Rank: All
* Peer Group is Strategic: DIY
s.talg 19.6644640877491% -15.5982163184184% 17.2147119882491% 18.5409800625855% 26.2571972798678%
s.tals 17.3515132076102% -16.7670110360329% 11.4607819566625% 7.13368465491178% 7.14371166300687%
s.talb 20.4416057352521% -19.4447615934583% 14.3933354422893% 9.84078634469643% 9.18069913884678%
s.talc 18.657946666363% -14.2185045597003% 11.0106934244197% 7.26554247198152% 8.36399536825729%
s.wors -0.87527606755804% -5.1937133824035% -5.58504538241323% 4.92796652363263% 8.06502430294638%
s.talm 19.5784169354495% -8.85561496964616% 10.1770538607038% 13.328345401702% 22.8423530757314%
s.swan 13.7472558903353% 12.5022458844256% 3.87405837048482% 6.33793371276896% 32.1576576410515%
s.plus 5.72167231574099% -20.9188513529395% 18.7171113100161% 16.3547463663974% 27.3157256207188%
s.noeq 9.3602337913999% -19.9085070557827% 9.53340406039849% 7.33042397604709% 21.3396226247842%
s.ivyp 21.7049384276119% -12.0141809514464% 10.2221855824715% 7.2121314427597% 13.6194958536949%
s.dali 7.2999802009639% -14.2419586214205% 8.90228272830158% 6.44816896157932% 12.8445437082127%
s.brow 3.78663530958807% -14.1843314422468% 11.5363405910448% 11.0375103098703% 20.9122016038327%
s.yale 16.9328407365336% -21.1163765409783% 13.6292960934462% 8.65687915389601% 12.9838369287764%
s.seco 17.451675362683% -17.8311299962618% 20.463621090642% 17.6298527032833% 18.6869351286966%
s.nobr 14.8634737757153% -16.2867479178065% 16.9176842634147% 11.3285355772194% 16.2529882943361%
s.aron 9.83431184775971% -18.9796488835045% 14.4504409548533% 9.89685748398825% 15.9389135012907%
s.lowv 6.18271147443223% -7.19217228056449% 6.62410452368212% 8.9980481887507% 8.92971705292425%
s.bens 15.7557592834701% -12.553306533105% 16.4540999657777% 12.2916817198867% 18.6134845645847%
s.aggr 11.4230042512207% -15.88527363279% 15.5546454041855% 10.3803462823992% 17.966751564956%
s.8020 19.7452364376917% -18.069856178937% 21.7158548469083% 19.0553240966601% 15.1457976557528%
s.7030 16.863416355419% -17.3740226657332% 19.5904932836454% 16.7290565479814% 14.1590661718688%
s.smar 12.4376494447116% -11.2782733805696% 11.5849600285105% 9.63690400262169% 11.5716493179044%
s.marg 13.1713721596459% -16.8955652505738% 14.2064095501135% 11.4643164252935% 16.8207899657561%
s.coff 13.563426155565% -14.5671014495673% 10.99447982111% 7.85026456215501% 9.97219081156118%
s.buyh 10.2585271548169% -12.7137526420126% 9.85714046337263% 6.06555379409708% 14.1649307530395%
s.swen 16.9829231820075% -20.6371049951315% 14.2715161326236% 7.94820015492737% 13.6726999871202%
s.mode 10.5873850153413% -16.8777386877365% 13.7946845931412% 9.53448468713141% 14.3222043104154%
s.lazy 20.1424754111165% -8.04438839262484% 10.6640610584106% 6.00559042104056% 12.7988786634782%
s.have 6.90151128246674% -4.6883118310033% 4.05321484237005% 11.7652282217603% 29.7400335027194%
s.grah 10.8115534429923% -10.4724501569514% 10.6870179030968% 6.21947039912394% 15.411458087727%
s.couc 15.4147651016417% -15.7071352139266% 14.5906857415039% 12.3364015298019% 12.0162184513482%
s.712 14.4998415750288% -9.99646394712902% 9.66178559111288% 6.79606589627548% 13.8039866962265%
s.6040 14.0345204547633% -16.6986542826282% 17.4898007024777% 14.4366761920685% 13.1657461153593%
s.5050 11.2579446671262% -16.0443948028284% 15.4136741697843% 12.1778703016602% 12.1661372874028%


  Compare: Risk vs. Return

for period ending August 31, 2026

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.

Maximum Drawdown vs. Annual Return
● s.6040 ● Peer group ● All other recipes ● S&P 500 (SPY) ● U.S. Bonds (BND) ● Balanced (60% Equity / 40% Bonds)
Downside Deviation vs. Annual Return
● s.6040 ● Peer group ● All other recipes ● S&P 500 (SPY) ● U.S. Bonds (BND) ● Balanced (60% Equity / 40% Bonds)
Standard Deviation vs. Annual Return
● s.6040 ● Peer group ● All other recipes ● S&P 500 (SPY) ● U.S. Bonds (BND) ● Balanced (60% Equity / 40% Bonds)
Beta vs. Annual Return
● s.6040 ● Peer group ● All other recipes ● S&P 500 (SPY) ● U.S. Bonds (BND) ● Balanced (60% Equity / 40% Bonds)
 
Risk vs. Return Compass*
  1 year 3 year 5 year 10 year 15 year 20 year
s.6040 risk vs. 60/40 Same Same Same Same Same Same
s.6040 return vs. 60/40 Same Same Same Same Same Same
Risk-Return Quadrant
NW NW NW NW NW NW
Risk-Return Direction 0° 0° 0° 0° 0° 0°
Risk-Return Magnitude 0.0 0.0 0.0 0.0 0.0 0.0
Ranking: Peer Group* Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group
Ranking: All Recipes Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All
* compares s.6040 to s.6040 on the scatterplot "Downside Deviation vs. Annual Return"
M-squared
  1 year 3 year 5 year 10 year 15 year 20 year
s.6040 -2.3% -3.4% -4.8% -2.7% -1.6% 0.2%
Peer Group* average
60% Equity / 40% Bonds -2.3% -3.4% -4.8% -2.7% -1.6% 0.2%
Global Equities (ACWI) 2.8% 0.9% -1.4% -2.1% -3.8%  
U.S. Equities (SPY) 0.0% 0.0% 0.0% 0.0% 0.0% 0.0%
U.S. Bonds (BND) -24.2% -17.3% -20.4% -16.7% -12.9% -5.1%
Ranking: Peer Group* Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group
Ranking: All Recipes Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All
* Peer Group is Strategic: DIY
s.talg -0.795768682261116% 1.97433347445951% -0.391017118004448% -2.01329134032075% -3.77129461372937% -0.586458619020188%
s.tals -3.80111106791937% -9.57899609746415% -9.02036930350114% -8.20867388683384% -6.47585094943953% -4.3868324508312%
s.talb -6.24911644784068% -7.92972526098462% -8.25279636832668% -6.61256025807237% -4.59557629415254% -2.8511987929189%
s.talc -7.01423692587873% -8.95148498164605% -8.56503520169098% -6.76261534174338% -4.87331890849571% -2.62719122429098%
s.wors -13.6031442608225% -13.0647743870714% -17.8526066505815% -15.6833690065959% -19.7148387896759% 0%
s.talm -3.67503924832179% -2.37250080474196% -1.77553589746973% -4.01853505921364% -4.95361983791247% -1.3063714992819%
s.swan 7.36937400078627% -0.668420032536341% 4.88940730033193% -3.86502844851938% -10.5167991303408% 0%
s.plus -7.31789542030239% -1.42415157018292% -4.10155385887197% -2.84648846497898% -4.03802768641421% 1.91943005748229%
s.noeq -7.59173226854817% -7.31519338104493% -8.50229988099097% -8.94952278278593% -8.60211597066462% -2.66281386158622%
s.ivyp 11.1198824864124% -2.28265824296247% -4.2125704715245% -4.59802479415497% -6.19038988080266% 0%
s.dali -1.55459928523996% -5.89261132824075% -9.76611033672142% -6.97685247329127% -6.47103315153907% 0%
s.brow -4.32903378569878% -2.05746518447045% -5.2078131608337% -4.36980744107927% -4.92335659115004% 1.19259086717809%
s.yale -4.0946498292227% -6.93321668939777% -8.42522539258302% -6.4711075923078% -5.00186059934439% -2.92224973409159%
s.seco 1.5641460143469% -0.0355156255003486% -2.29607147154664% -2.3237066300677% -2.87312903592806% -1.98617683113517%
s.nobr -0.174230867764898% -3.82144070326816% -5.01442425411117% -4.44270227274441% -4.14231057410301% -2.57773352240942%
s.aron -0.725137877705556% -4.28393896715837% -6.68871184680917% -5.14249156280858% -4.80090271540943% -2.52272300814007%
s.lowv -6.68598120723672% -3.89469295055436% -7.40756887210018% -6.45068724870407% 0% 0%
s.bens 5.40871701480202% 0.845100422581044% -1.57308064262893% -2.77723750473878% -3.83735313134581% -2.51877537656024%
s.aggr 0.167094196451309% -3.41880159277318% -5.21598667181877% -4.56225701969529% -6.03356168138641% 0%
s.8020 -0.767637775835704% -1.80575781667262% -2.6056012844172% -1.49941244544504% -0.990824739020406% -0.0511466470779194%
s.7030 -1.45833730736823% -2.528712380975% -3.60091147370969% -2.01175654611665% -1.22077051661751% 0.0969613449145328%
s.smar -0.0430667448071844% -4.22156412440591% -5.65652609074847% -5.05217940993188% -4.19492372601953% -2.49414613152803%
s.marg -0.110735601371729% -1.82295982848789% -5.2632135610685% -4.11348009813442% -4.64827676468827% -2.7547265623362%
s.coff -2.63740023323309% -7.81202644585507% -8.23107045862261% -6.70439655775852% -4.94943082265613% -2.73392896034983%
s.buyh -1.02068015184382% -5.69703742620875% -7.4103384786045% -6.37461898352197% -5.9469897982145% -3.44796210643905%
s.swen -3.46697498665979% -6.95630117897443% -8.0632523215383% -6.1888328148336% -4.72528089698559% 0%
s.mode -1.8870675998653% -4.72925221788451% -7.00305059218663% -5.24657522903564% -4.81479234956697% 0%
s.lazy 6.06853847914687% -4.76454829937041% -3.99110972694996% -6.67353364205419% -6.92734792109393% 0%
s.have -4.61532979242865% -0.659389441341855% -1.92088643575732% -4.69455606274944% -6.09220775552585% 0%
s.grah 1.54188118361385% -4.49012977879002% -6.04250203849937% -6.10631659964647% -5.16237305762717% -2.98611162690084%
s.couc -4.7651530940153% -4.0232058976844% -5.88065610241847% -3.0099756883176% -2.33348110546654% -0.072518451858528%
s.712 9.15619653068974% -3.05645065256356% -4.51870073979959% -5.74537801640046% -7.05853148992068% 0%
s.6040 -2.34626565024256% -3.43644375897458% -4.81467968472251% -2.69314298153044% -1.56115337752544% 0.224824219016075%
s.5050 -3.53163155154901% -4.59482322594237% -6.30831824578637% -3.61728829938701% -2.07441169331358% 0.305651968814361%
Alpha
  1 year 3 year 5 year 10 year 15 year 20 year
s.6040 -1.3% -2.2% -3.4% -1.7% -0.9% 0.3%
Peer Group* average
60% Equity / 40% Bonds -1.3% -2.2% -3.4% -1.7% -0.9% 0.3%
Global Equities (ACWI) 3.2% 1.3% -1.1% -1.7% -3.3%  
U.S. Equities (SPY) -0.0% 0.0% -0.0% -0.0% -0.0% -0.0%
U.S. Bonds (BND) -3.3% -4.1% -6.9% -3.3% -1.4% 0.6%
Ranking: Peer Group* Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group
Ranking: All Recipes Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All
* Peer Group is Strategic: DIY
s.talg 4.79467897388861% 5.95943424014603% 0.800802546763912% -0.0247566283759522% -0.98482373913602% 1.11292986134765%
s.tals 0.0563896303789271% -5.5313373354655% -6.46815696126057% -5.24392976870294% -3.699290701697% -2.66968800840407%
s.talb -2.37633228619992% -4.61655368930544% -6.13251924886556% -4.15771639925097% -2.34790334057552% -1.44063999135116%
s.talc -1.42377451689829% -4.16587965600802% -5.65147846152952% -3.7333553991433% -2.19091719589446% -1.05188305684027%
s.wors 2.86858229291479% 2.33573978220056% -4.16449859511639% -1.48265704568992% -2.45126819960649% 0%
s.talm 6.61368598701124% 5.40868250532957% 0.479058960209135% -0.767250659344061% -1.09846398748187% 0.974668018672651%
s.swan 28.366044964862% 13.1146069696585% 8.1228666612217% 1.12568367918195% -4.63656530967269% 0%
s.plus -1.35982731854637% 2.75653304132155% -1.84459490551564% 1.0687571825835% 1.02194393181106% 4.22965797609492%
s.noeq 1.9905730236587% 0.667474445336461% -4.80434202459834% -2.27358183182187% -0.953535702061593% 1.93962398718231%
s.ivyp 9.44839696182069% 0.578298736647154% -2.27386327099685% -2.316230614599% -3.42345319830048% 0%
s.dali 1.18669324715921% -1.19543185194711% -4.56007941344892% -2.28594417716631% -1.70915202488003% 0%
s.brow 2.16251261143403% 2.42038577739718% -1.84947134086633% 0.0589540163948934% 0.353018071309052% 2.83194672129823%
s.yale -1.26510314809784% -3.96930775120154% -6.49120778273399% -4.14278013481121% -2.77325855541356% -1.6458066964384%
s.seco 2.00724840964947% 0.426421797043965% -1.85475845771051% -1.8347151560064% -2.33577250007927% -1.67672569398676%
s.nobr 1.21017317078847% -1.75425332391749% -3.75229528298121% -3.1712625214299% -2.94975030297983% -1.89936423955441%
s.aron 1.2810737582719% -2.15203201072378% -4.95411111181079% -3.37253821161427% -3.03114972368228% -1.547310112557%
s.lowv 0.89008764206217% 1.84327960175793% -2.19720963921107% -1.54937284892072% 0% 0%
s.bens 4.8220542615795% 1.41217444246971% -0.875975461755504% -1.72758486941334% -2.58975616918594% -1.79975750284895%
s.aggr 1.92721392105048% -1.17539170984213% -3.72529965413302% -2.96183615182493% -4.38193126733084% 0%
s.8020 -0.532859296176516% -1.44565335119581% -2.20833530452762% -1.21458097591193% -0.768785983884888% 0.00854650308764704%
s.7030 -0.921977678697195% -1.81016101375613% -2.78161588188541% -1.44650494272554% -0.818656856338789% 0.148142925695852%
s.smar 1.58991864681385% -1.38195014211208% -3.18159422121268% -2.78728623953355% -2.25379699307325% -1.39879179349595%
s.marg 0.923539835995808% -0.352386302471126% -3.54049002526647% -2.5023019826502% -2.84955589914298% -1.69355674576171%
s.coff 0.707621943069261% -3.75635938989148% -5.33351315609717% -3.94292605851593% -2.67709292019119% -1.47783875120953%
s.buyh 1.77681707620008% -1.67955095816631% -4.19322017938067% -3.27945515040936% -3.03732704124088% -1.82244258334984%
s.swen -0.787093455211405% -3.92075025157919% -6.15749138866571% -3.8694936747898% -2.51503441911707% 0%
s.mode -0.284569208333284% -2.21123997721878% -4.6054024519489% -3.05904685360583% -2.71694682123765% 0%
s.lazy 7.47781339161151% -0.317529959667441% -2.14373159905068% -4.18040166524073% -4.365064763219% 0%
s.have 7.13571615033591% 7.7259898593716% 0.980130676681764% -0.164134605425126% -0.946530096862741% 0%
s.grah 3.6432275199935% 0.121864278348157% -3.09218644125269% -2.91050118578249% -2.25835469062521% -1.28080549832086%
s.couc -2.53452917278013% -2.15296571995229% -3.71077553864239% -1.64777189199125% -1.11620751740221% 0.227411875137552%
s.712 7.82534388474989% 0.0496883422734538% -2.44141000486335% -3.22610573078009% -4.20233372074478% 0%
s.6040 -1.29733714116744% -2.16577170862721% -3.36034065806488% -1.68622224478873% -0.876182723454804% 0.266967247588564%
s.5050 -1.65883920993165% -2.51228846947249% -3.9441433457883% -1.93307686913163% -0.940799315329834% 0.365638652613073%
Sharpe
  1 year 3 year 5 year 10 year 15 year 20 year
s.6040 1.04 0.98 0.25 0.64 0.81 0.65
Peer Group* average
60% Equity / 40% Bonds 1.04 0.98 0.25 0.64 0.81 0.65
Global Equities (ACWI) 1.36 1.27 0.46 0.70 0.68  
U.S. Equities (SPY) 1.19 1.21 0.54 0.82 0.92 0.66
U.S. Bonds (BND) -0.55 -0.04 -0.68 -0.23 0.04 0.29
Ranking: Peer Group* Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group
Ranking: All Recipes Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All
* Peer Group is Strategic: DIY
s.talg 1.13899818157438 1.34000261385094 0.51091418609404 0.691695474498292 0.679831322944513 0.61875573795946
s.tals 0.93704454010658 0.557944906854437 0.0120619348343018 0.322190562961343 0.499603950243586 0.38471626611837
s.talb 0.769293865629127 0.671002911271681 0.0567415721208299 0.414481167465297 0.616988891381664 0.474794928569903
s.talc 0.714539016701779 0.596985555551251 0.0336336569559097 0.400318477372834 0.595112234958435 0.483213672432132
s.wors 0.241455817746959 0.278149564719888 -0.517867000722865 -0.168153968898901 -0.42001861201758 0
s.talm 0.952744816916407 1.05350981947949 0.432548816005609 0.573746629238249 0.603076775885288 0.573820603059916
s.swan 1.6231909572604 1.1601587766386 0.799739548985482 0.591127108505834 0.249748982876374 0
s.plus 0.711444965446636 1.11734024546696 0.297278928768283 0.635990750590038 0.653637118326666 0.752159916269903
s.noeq 0.690596550181476 0.719038183289072 0.0447770206740766 0.273658859952314 0.360050102406394 0.484064985259949
s.ivyp 1.92082056119096 1.05459547028831 0.280058751616533 0.5301200234743 0.514662909230127 0
s.dali 1.09219004885107 0.802551779335146 -0.0520817434612188 0.365749618428721 0.472541768717613 0
s.brow 0.90478322876623 1.07378818124727 0.215364941093087 0.529370016821534 0.582107773064869 0.696992328376278
s.yale 0.918814240664471 0.740629707530935 0.049067721572228 0.423047718996047 0.590828308248253 0.469626525741217
s.seco 1.29028677781161 1.20752154215469 0.406673214959854 0.678437633796202 0.738672531527603 0.536867781155048
s.nobr 1.18164595701605 0.953708678750087 0.247284027817714 0.550115609224331 0.653332708895245 0.494970504804198
s.aron 1.14367458116272 0.921845681769843 0.148837951939388 0.503513285737077 0.606301654206672 0.493874747980883
s.lowv 0.732310347033962 0.945889582766202 0.0750799821771332 0.396816347178078 0 0
s.bens 1.54441506793442 1.26802530325516 0.4345195031665 0.643317937715008 0.671333596728765 0.498093245060874
s.aggr 1.20306593196086 0.980514604500838 0.235916077950538 0.543966702242492 0.537072189398554 0
s.8020 1.14027935330387 1.0905398962485 0.387770368495796 0.72323051422464 0.852666853916794 0.645646542048994
s.7030 1.09548347898613 1.04184062226472 0.325059358475106 0.687576406634229 0.833285129699558 0.64823677500052
s.smar 1.19209446821476 0.923139918332139 0.192850951936326 0.499648252362779 0.637551459159252 0.487591251257095
s.marg 1.18532089221598 1.08853418986794 0.223942139463494 0.558477411302596 0.612574707673615 0.476865293144186
s.coff 1.01616315327004 0.675581169794424 0.0509804150213014 0.403523244309989 0.58927701300648 0.473381707517978
s.buyh 1.12595079452273 0.820001680034194 0.093433794744976 0.418235624072663 0.522785847557556 0.428414785762485
s.swen 0.961152893909835 0.739212917754442 0.0701665923587194 0.439718632683374 0.608595061951613 0
s.mode 1.06729817567446 0.889540065898645 0.122299010085924 0.490098364985003 0.599660606342677 0
s.lazy 1.59765985163016 0.885482891317074 0.297259917458822 0.415418561478269 0.472262542208315 0
s.have 0.888152523565539 1.16745448139708 0.412918201966194 0.523642979438344 0.519579028067049 0
s.grah 1.30288621591281 0.904013274290398 0.171399182957 0.434204715063948 0.571833645432086 0.453743112457825
s.couc 0.870034055756985 0.937652201632718 0.180942518987809 0.613530573738493 0.749661130415772 0.626119195645316
s.712 1.79686338152894 1.00174595670428 0.261157402886139 0.463317353259066 0.458787121269826 0
s.6040 1.0362566267407 0.979499303195432 0.249494137971284 0.641321450741939 0.806162631363189 0.649409941825876
s.5050 0.955206935767947 0.898538308725655 0.157624687176266 0.5799738920673 0.767042619245731 0.647363608024384
Sortino
  1 year 3 year 5 year 10 year 15 year 20 year
s.6040 2.08 1.72 0.35 0.95 1.23 0.95
Peer Group* average
60% Equity / 40% Bonds 2.08 1.72 0.35 0.95 1.23 0.95
Global Equities (ACWI) 2.68 2.39 0.68 1.04 1.04  
U.S. Equities (SPY) 2.84 2.35 0.83 1.26 1.47 0.98
U.S. Bonds (BND) 2.08 1.72 0.35 0.95 1.23 0.95
Ranking: Peer Group* Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group
Ranking: All Recipes Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All
* Peer Group is Strategic: DIY
s.talg 1.79311088825515 2.20452795754168 0.738740215391194 1.03707745513018 1.04705346643778 0.912263744879905
s.tals 1.87053109677892 0.915629709478727 0.0169780989198028 0.456411922760873 0.736770879529593 0.543949785809887
s.talb 1.3533965600044 1.08261373473328 0.0776921232856978 0.584469695498411 0.91146412711608 0.672152674071943
s.talc 1.14894672765613 0.948587918921827 0.0460879534513373 0.564666423368004 0.880025604950882 0.688825926909126
s.wors 0.368327665448339 0.439890260209138 -0.614181799503907 -0.225085720269457 -0.552084914738541 0
s.talm 1.56331463389336 1.72928328361427 0.634711460397897 0.850829405816438 0.92241319529514 0.847818232978616
s.swan 3.29580593895609 2.41598989040531 1.35300500011377 0.936236604253602 0.367185042788727 0
s.plus 1.08287189592889 1.77263495776686 0.417695235577981 0.974517860535154 1.0293469211021 1.19473528556983
s.noeq 1.08761039947651 1.12898768765939 0.0619814691422244 0.4001060812959 0.541215420851298 0.726178932798146
s.ivyp 6.15422866452438 1.88573162625875 0.389875576623688 0.748184646703052 0.738612451905003 0
s.dali 1.90435885746697 1.29945025688269 -0.0665281983113129 0.501927916999357 0.671306720297616 0
s.brow 1.40698309615687 1.70983529700591 0.296723724585133 0.793237509767547 0.902305822540704 1.09240794123079
s.yale 1.52191169196032 1.18327310097892 0.0660432827297192 0.593561248104025 0.864753991941493 0.661244191740363
s.seco 2.45736648455486 2.20426840354649 0.591094104190594 1.00672326263957 1.12451165055571 0.775749229553658
s.nobr 1.9357330700358 1.60959086366396 0.351041346768671 0.799811385196794 0.980114327631749 0.712265473863112
s.aron 1.93875098312722 1.53373149503566 0.204456945621657 0.721709619528128 0.897790405021021 0.705154837910431
s.lowv 1.06521801802328 1.47356740529117 0.0987558293905243 0.539809209881947 0 0
s.bens 2.98487969124182 2.32654060093694 0.628427268669223 0.941926184065208 1.00797098886823 0.715817940726728
s.aggr 1.99928392607292 1.67193074870088 0.336715108927215 0.800708513271363 0.801946768502768 0
s.8020 2.53842655895458 2.00729602274946 0.566245721050528 1.09223107606681 1.33234604741048 0.95065211674299
s.7030 2.32875643786876 1.87613974639168 0.465189211865057 1.02784828045099 1.29076638509508 0.952455293068033
s.smar 1.98513059275594 1.53863526219053 0.267292100220359 0.706241263754031 0.935555709982962 0.691748630004633
s.marg 2.07390266177719 1.88217568333051 0.305064528837448 0.796882048579517 0.900594682481914 0.674155381074023
s.coff 1.62519436071836 1.07008498263446 0.0692602513843555 0.564718665094694 0.85799625405039 0.670203168170262
s.buyh 1.75128120877533 1.30122959405926 0.125980889134589 0.586107484305395 0.75777162672612 0.606047830987771
s.swen 1.60867518696405 1.17735705652685 0.0952219398995009 0.619320397277606 0.895391115375917 0
s.mode 1.88810117199119 1.50347257717398 0.167518951103828 0.697981392163957 0.884073152552124 0
s.lazy 3.85098793968539 1.46715917150314 0.410799444461172 0.581323542183173 0.680988680507675 0
s.have 1.46303301527523 1.94723982841842 0.590280897727072 0.754195130522625 0.756509393425945 0
s.grah 1.9789540031964 1.47297363177678 0.232464688212935 0.604275700017425 0.826853241763956 0.640392467995269
s.couc 1.74384281577051 1.62127914399344 0.245874689363394 0.889194625687075 1.12857854366176 0.898487501191361
s.712 4.58889041526907 1.76283783938183 0.362300663503167 0.648329677882222 0.656917153419477 0
s.6040 2.07982133640235 1.71814649308585 0.349097127980435 0.946548996055935 1.23447060721459 0.951085487625855
s.5050 1.78707744213331 1.52822669048114 0.215162151921061 0.842487843489992 1.15682490731028 0.943340774843007
Treynor
  1 year 3 year 5 year 10 year 15 year 20 year
s.6040 1.4 1.3 0.3 1.0 1.2 1.0
Peer Group* average
60% Equity / 40% Bonds 1.4 1.3 0.3 1.0 1.2 1.0
Global Equities (ACWI) 2.0 1.8 0.7 1.1 1.0 n/m
U.S. Equities (SPY) 1.7 1.7 0.8 1.2 1.3 0.9
U.S. Bonds (BND) n/m -0.2 -1.9 n/m n/m n/m
Ranking: Peer Group* Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group
Ranking: All Recipes Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All
* Peer Group is Strategic: DIY
Treynor ratio is shown as n/m ("not meaningful") when a portfolio recipe's beta is between -0.20 and +0.20. The Treynor ratio divides excess return by beta, so near-zero beta creates extreme results that are not meaningful for comparison.
s.talg 2.4 2.6 0.9 1.2 1.2 1.1
s.tals 1.7 0.9 -0.1 0.5 0.8 0.6
s.talb 1.2 1 -0 0.6 1 0.8
s.talc 1.3 1 -0 0.6 1 0.8
s.wors 0 0 0 0 0 0
s.talm 3.2 2.8 0.9 1.1 1.1 1.1
s.swan 0 0 3.2 1.5 0.5 0
s.plus 1.5 2.1 0.5 1.5 1.6 2.1
s.noeq 2.1 1.8 -0 0.7 1 1.5
s.ivyp 3.9 1.8 0.5 0.9 0.8 0
s.dali 2 1.3 -0.2 0.7 0.9 0
s.brow 2.2 2.2 0.4 1.3 1.4 2
s.yale 1.4 1.1 -0 0.7 0.9 0.7
s.seco 1.9 1.7 0.6 1 1.1 0.8
s.nobr 1.9 1.4 0.3 0.8 0.9 0.7
s.aron 1.8 1.4 0.2 0.8 0.9 0.7
s.lowv 0 0 0.1 0.8 0 0
s.bens 2.4 1.9 0.7 1 1 0.7
s.aggr 2 1.5 0.3 0.9 0.8 0
s.8020 1.6 1.5 0.6 1.1 1.2 1
s.7030 1.5 1.4 0.5 1.1 1.2 1
s.smar 2 1.4 0.3 0.8 1 0.7
s.marg 1.8 1.6 0.3 0.9 0.9 0.7
s.coff 1.8 1 -0 0.6 0.9 0.7
s.buyh 2 1.3 0.1 0.7 0.8 0.7
s.swen 1.5 1.1 0 0.7 0.9 0
s.mode 1.6 1.3 0.1 0.8 0.9 0
s.lazy 4 1.6 0.5 0.7 0.7 0
s.have 4.6 4.4 1 1.2 1.1 0
s.grah 3 1.7 0.3 0.7 0.9 0.7
s.couc 1.2 1.3 0.2 1 1.1 1
s.712 3.5 1.7 0.4 0.7 0.7 0
s.6040 1.4 1.3 0.3 1 1.2 1
s.5050 1.3 1.3 0.2 0.9 1.2 1


  Compare: Risk & Volatility

for period ending August 31, 2026

Maximum Drawdown
  1 year 3 year 5 year 10 year 15 year 20 year
s.6040 3.7% 4.5% 20.7% 20.7% 20.7% 32.2%
Peer Group* average
60% Equity / 40% Bonds 3.7% 4.5% 20.7% 20.7% 20.7% 32.2%
Global Equities (ACWI) 6.1% 6.1% 25.7% 25.7% 25.7%  
U.S. Equities (SPY) 5.8% 7.6% 23.9% 23.9% 23.9% 50.8%
U.S. Bonds (BND) 2.3% 3.1% 15.8% 17.3% 17.3% 17.3%
Ranking: Peer Group* Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group
Ranking: All Recipes Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All
* Peer Group is Strategic: DIY
s.talg 7.5% 7.5% 21.2% 21.2% 21.2% 38.5%
s.tals 3.9% 8.4% 19.9% 19.9% 19.9% 41.7%
s.talb 4.4% 5.1% 22.9% 22.9% 22.9% 41.1%
s.talc 4.3% 4.9% 19.9% 19.9% 19.9% 37.9%
s.wors 4.5% 4.5% 15.5% 15.5% 29.7% 0%
s.talm 7.9% 7.9% 16.7% 16.7% 16.7% 36%
s.swan 9.9% 9.9% 14.1% 23.8% 37.2% 0%
s.plus 8.8% 8.8% 24% 24% 24% 24%
s.noeq 8.9% 8.9% 24.1% 24.1% 24.1% 24.1%
s.ivyp 1.6% 3.3% 17% 18.1% 18.1% 0%
s.dali 2.3% 2.3% 17.9% 17.9% 17.9% 0%
s.brow 5.8% 5.8% 17.5% 17.5% 17.5% 17.5%
s.yale 5.3% 5.3% 25.6% 25.6% 25.6% 42.2%
s.seco 5.8% 5.8% 24.5% 24.5% 24.5% 49.2%
s.nobr 5.2% 5.2% 23.4% 23.4% 23.4% 43.3%
s.aron 5.5% 5.5% 24.3% 24.3% 24.3% 41.1%
s.lowv 3.2% 3.2% 13.2% 13.2% 0% 0%
s.bens 4.6% 4.6% 19.8% 19.8% 19.8% 45%
s.aggr 5.6% 5.6% 23.5% 23.5% 23.5% 0%
s.8020 4.4% 6.5% 22.7% 22.7% 22.7% 42.1%
s.7030 4% 5.5% 21.7% 21.7% 21.7% 37.3%
s.smar 4.1% 4.1% 17.1% 17.1% 17.1% 37.6%
s.marg 5% 5% 23% 23% 23% 40.5%
s.coff 4.3% 5.1% 19.8% 19.8% 19.8% 36%
s.buyh 4.8% 4.8% 18.7% 18.7% 18.7% 35.7%
s.swen 5.2% 5.2% 25.1% 25.1% 25.1% 0%
s.mode 4.3% 4.3% 21.6% 21.6% 21.6% 0%
s.lazy 2.5% 4.7% 17% 21.4% 21.4% 0%
s.have 8.9% 8.9% 15.1% 15.1% 15.1% 0%
s.grah 3.7% 3.7% 18.2% 18.2% 18.2% 32.4%
s.couc 3.2% 3.2% 19.4% 19.4% 19.4% 28.7%
s.712 2.5% 3.8% 16% 19.1% 19.1% 0%
s.6040 3.7% 4.5% 20.7% 20.7% 20.7% 32.2%
s.5050 3.4% 3.5% 19.6% 19.6% 19.6% 26.7%
Standard Deviation
  1 year 3 year 5 year 10 year 15 year 20 year
s.6040 9.0% 10.5% 12.2% 11.5% 10.4% 10.9%
Peer Group* average
60% Equity / 40% Bonds 9.0% 10.5% 12.2% 11.5% 10.4% 10.9%
Global Equities (ACWI) 14.8% 14.1% 16.7% 16.4% 15.7%  
U.S. Equities (SPY) 15.2% 15.4% 17.9% 17.7% 16.3% 17.1%
U.S. Bonds (BND) 3.1% 5.6% 6.3% 5.2% 4.6% 4.6%
Ranking: Peer Group* Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group
Ranking: All Recipes Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All
* Peer Group is Strategic: DIY
s.talg 15.5% 13.8% 15.1% 13.8% 13.3% 15.2%
s.tals 9.6% 12.8% 13.4% 12.8% 12.1% 14%
s.talb 8.9% 11.8% 13.3% 12.4% 11.6% 13.4%
s.talc 7.9% 10.9% 12.3% 11.3% 10.6% 12.2%
s.wors 6.1% 5.2% 5.6% 5.4% 5.3% 0%
s.talm 15.9% 14.2% 14.8% 13.4% 13% 14.8%
s.swan 21.9% 14.2% 15.1% 14.7% 14.6% 0%
s.plus 15.1% 12.6% 13.5% 11.9% 10.9% 11.1%
s.noeq 14.2% 13.9% 13.9% 12% 11.7% 12.9%
s.ivyp 9% 9.5% 12% 11.8% 11.2% 0%
s.dali 6% 6.9% 8.6% 7.7% 7.1% 0%
s.brow 10.7% 9.3% 9.9% 8.4% 7.8% 8.1%
s.yale 10.2% 12.1% 13.8% 12.6% 11.7% 13.2%
s.seco 13.4% 13.2% 15.4% 15.3% 14.4% 15.7%
s.nobr 9.9% 11.9% 14.1% 13.9% 13% 14.1%
s.aron 11.9% 12.1% 13.6% 12.9% 12% 13.2%
s.lowv 5.6% 5.6% 7.2% 7% 0% 0%
s.bens 10.8% 10.5% 12.9% 13% 12.4% 13.8%
s.aggr 11.1% 11.8% 14.2% 14.2% 14% 0%
s.8020 11.9% 13% 15% 14.7% 13.5% 14.2%
s.7030 10.4% 11.7% 13.5% 13% 11.9% 12.5%
s.smar 8% 9% 10.6% 10.6% 10% 11.1%
s.marg 10.4% 10.1% 12.4% 11.9% 11.2% 12.4%
s.coff 8% 10.5% 11.8% 11.2% 10.3% 11.4%
s.buyh 8.6% 9.2% 10.8% 10.3% 9.7% 10.9%
s.swen 10.2% 12.2% 13.8% 12.6% 11.7% 0%
s.mode 9.1% 10.3% 11.9% 11.3% 10.6% 0%
s.lazy 8.3% 9.9% 12.9% 13.2% 12.4% 0%
s.have 13.6% 11.5% 12.5% 11% 10.5% 0%
s.grah 6.4% 8.7% 10.8% 10.3% 9.5% 10.4%
s.couc 7.8% 8.8% 10.9% 10.2% 9.3% 9.9%
s.712 8.7% 9.4% 11.5% 11.7% 11.2% 0%
s.6040 9% 10.5% 12.2% 11.5% 10.4% 10.9%
s.5050 7.7% 9.4% 10.9% 10% 9% 9.4%
Downside Deviation
  1 year 3 year 5 year 10 year 15 year 20 year
s.6040 4.2% 5.4% 7.9% 7.2% 6.4% 7.1%
Peer Group* average
60% Equity / 40% Bonds 4.2% 5.4% 7.9% 7.2% 6.4% 7.1%
Global Equities (ACWI) 7.4% 6.9% 10.4% 10.5% 10.0%  
U.S. Equities (SPY) 6.1% 7.3% 10.8% 10.9% 9.8% 11.2%
U.S. Bonds (BND) 2.2% 3.3% 4.5% 3.5% 3.0% 2.8%
Ranking: Peer Group* Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group
Ranking: All Recipes Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All
* Peer Group is Strategic: DIY
s.talg 9.8% 7.9% 9.6% 8.6% 8.2% 10%
s.tals 4.5% 7.2% 8.6% 8.5% 7.8% 9.6%
s.talb 4.9% 6.7% 8.9% 8.2% 7.4% 9.2%
s.talc 4.8% 6.3% 8.1% 7.5% 6.8% 8.3%
s.wors 3.6% 2.6% 3.9% 3.4% 3.6% 0%
s.talm 9.6% 8.1% 9.2% 8.5% 8.1% 9.7%
s.swan 10.7% 6.3% 8.1% 8.8% 9.7% 0%
s.plus 9.8% 7.5% 8.8% 7.2% 6.5% 6.6%
s.noeq 8.8% 8.3% 9.2% 7.6% 7.3% 8.2%
s.ivyp 2.4% 4.6% 7.7% 7.9% 7.5% 0%
s.dali 3% 3.7% 5.9% 5.1% 4.6% 0%
s.brow 6.7% 5.3% 6.3% 5% 4.6% 4.8%
s.yale 6% 7% 9.4% 8.4% 7.6% 9.1%
s.seco 6.9% 6.6% 9.7% 9.8% 9.1% 10.6%
s.nobr 5.9% 6.5% 9.1% 9% 8.3% 9.5%
s.aron 6.9% 6.7% 9.1% 8.5% 7.7% 8.9%
s.lowv 3.5% 3% 4.6% 4.7% 0% 0%
s.bens 5.4% 5.1% 8% 8.3% 7.9% 9.3%
s.aggr 6.6% 6.3% 9% 9.1% 9% 0%
s.8020 5.1% 6.4% 9.4% 9.2% 8.2% 9.3%
s.7030 4.7% 5.9% 8.6% 8.2% 7.3% 8.2%
s.smar 4.7% 4.8% 6.8% 7% 6.4% 7.6%
s.marg 5.8% 5.3% 8.3% 7.8% 7.2% 8.5%
s.coff 4.8% 6% 7.8% 7.5% 6.7% 7.8%
s.buyh 5.4% 5.3% 7.2% 6.8% 6.3% 7.5%
s.swen 5.9% 7% 9.3% 8.4% 7.5% 0%
s.mode 4.9% 5.5% 7.8% 7.4% 6.8% 0%
s.lazy 3.1% 5.4% 8.4% 9% 8.2% 0%
s.have 8.1% 6.4% 7.8% 7.1% 6.8% 0%
s.grah 4.1% 4.8% 7.1% 6.9% 6.1% 7.1%
s.couc 3.6% 4.5% 7.2% 6.5% 5.8% 6.6%
s.712 3.1% 4.7% 7.4% 7.9% 7.4% 0%
s.6040 4.2% 5.4% 7.9% 7.2% 6.4% 7.1%
s.5050 3.8% 4.9% 7.1% 6.4% 5.6% 6.1%
Beta
  1 year 3 year 5 year 10 year 15 year 20 year
s.6040 0.62 0.71 0.71 0.67 0.66 0.65
Peer Group* average
60% Equity / 40% Bonds 0.62 0.71 0.71 0.67 0.66 0.65
Global Equities (ACWI) 0.93 0.89 0.92 0.93 0.96  
U.S. Equities (SPY) 1.00 1.00 1.00 1.00 1.00 1.00
U.S. Bonds (BND) 0.62 0.71 0.71 0.67 0.66 0.65
Ranking: Peer Group* Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group
Ranking: All Recipes Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All
* Peer Group is Strategic: DIY
s.talg 0.686887729702072 0.64562378014703 0.720693049212541 0.682320791639635 0.684558008819922 0.7277351441977
s.tals 0.516407189669403 0.714824895946795 0.707337028722377 0.690259617248376 0.684321938856719 0.742684511850852
s.talb 0.53980814984426 0.709915949662029 0.742640419290721 0.687423573361826 0.668235633239685 0.721933066504731
s.talc 0.417457589994184 0.607878811561142 0.656003187554347 0.617080663523042 0.605617692957179 0.651708163375063
s.wors -0.0918603596353908 -0.0612874964758211 0.0921591948377295 0.0300631514796424 -0.00177997047761822 0
s.talm 0.430575192073849 0.484592171371165 0.609760038802867 0.603885952091604 0.608861177862974 0.659266552923095
s.swan 0.154383114994994 0.106908511692612 0.335004014180238 0.511506294593396 0.549174481746097 0
s.plus 0.666838245011026 0.607127770840279 0.621398463016501 0.463986423326042 0.414267122872828 0.356878256278365
s.noeq 0.415827846383941 0.495150381340567 0.55477080541134 0.393672925236065 0.342807366925152 0.359929493690389
s.ivyp 0.427796658853597 0.531317278727456 0.621266378845176 0.636061200837837 0.652348764934338 0
s.dali 0.318447538239319 0.392651768632305 0.455754159322172 0.394481809649027 0.37283041215692 0
s.brow 0.424466698708013 0.416210831956654 0.440239622027765 0.331602307665583 0.297790299810433 0.259635169014863
s.yale 0.616884521345283 0.728819463093468 0.76864321655316 0.70119005324963 0.683722761245388 0.731340145467541
s.seco 0.851868279346284 0.846426181693798 0.8652872329853 0.876003624028334 0.890836504421158 0.918706647990709
s.nobr 0.600782225192885 0.733675001406007 0.779758353540176 0.78701747106005 0.796153775604233 0.822199763175781
s.aron 0.697097444289312 0.744143742907474 0.754200237821368 0.728331134005463 0.727126593020261 0.750592505443902
s.lowv 0.190317445073696 0.197026180666234 0.309773777074641 0.335745451983427 0 0
s.bens 0.662847021247596 0.660196381219445 0.712769303883504 0.73689630513513 0.764027405257429 0.806033678053854
s.aggr 0.646820733173905 0.712451874524877 0.759213205645401 0.775864283299566 0.82557265548164 0
s.8020 0.803006405972336 0.86612675139162 0.859550551968005 0.849356946148727 0.842834022810037 0.838585163011921
s.7030 0.713243795389776 0.786247873433879 0.783588149654545 0.76165472200453 0.751084143268625 0.743249795480928
s.smar 0.464441340036084 0.556410202666666 0.584086616291703 0.60897178446425 0.616218370480221 0.651893243310603
s.marg 0.654934439632095 0.638742002966395 0.696335443582207 0.681407830252576 0.68977337634365 0.716293223162542
s.coff 0.432820267551621 0.619910375974775 0.647666358326355 0.633671814027254 0.627223681594782 0.656058831609259
s.buyh 0.459319898282727 0.529443358591133 0.574107211729333 0.572033171481424 0.584488190587253 0.622597997957589
s.swen 0.610612333973301 0.728416090914702 0.764760363400065 0.694647617089189 0.678308316913692 0
s.mode 0.581218853649333 0.645310695691582 0.66595727339051 0.643218741875008 0.647289534545114 0
s.lazy 0.322840538345402 0.513977212146726 0.650220151529283 0.708951825626528 0.718235531787324 0
s.have 0.242237996908651 0.278308165036689 0.435520948290998 0.430778314011742 0.44332481114077 0
s.grah 0.276784455936477 0.439424715157889 0.547323262734343 0.554519337252563 0.551359782156898 0.577017201813899
s.couc 0.553538674474757 0.597159416717159 0.637321283695661 0.600872009752357 0.585241250050587 0.576781190920496
s.712 0.434073944281195 0.530756482855528 0.604708825620336 0.64358224651235 0.662889535392432 0
s.6040 0.623481184807218 0.706368995476137 0.707625747341086 0.673952497860334 0.659334263727212 0.647914427949935
s.5050 0.533718574224659 0.626490117518396 0.631663345027626 0.586250273716137 0.5675843841858 0.552579060418941


  Compare: Correlation

for period ending August 31, 2026

  1 year 3 year 5 year 10 year 15 year 20 year
to Global Stocks (ACWI) 0.98 0.97 0.98 0.97 0.96
to S&P500 (SPY) 0.98 0.97 0.98 0.98 0.98 0.98
to U.S. Bonds (BND) 0.52 0.71 0.76 0.59 0.50 0.42
to Commodities (DBC) -0.26 -0.20 0.04 0.30 0.33 0.41
to Gold (GLD) 0.31 0.07 0.23 0.19 0.19 0.15


Disclaimer: This report is provided "as is" for informational purposes only. VizMetrics Inc. is a publisher and none of our content constitutes a recommendation that any particular investment is suitable for any specific person. Neither VizMetrics nor any of its information providers is liable for errors, omissions, or for any actions taken based on this information. This report is subject to the VizMetrics Terms of Service. Contact us if you wish to learn more about this or other VizMetrics reports, please visit www.vizmetrics.com Copyright © , VizMetrics Inc. All rights reserved. Unauthorized reproduction or distribution prohibited.