Lazy Portfolio: Aronson Family Taxable
for period ending February 28, 2025
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Overview
s.aron 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 Lazy Portfolio: Aronson Family Taxable gives investors access to an easy-to-implement, fixed allocation portfolio that uses a high equity approach. This portfolio recipe uses mutual funds and implements a Strategic Asset Allocation based on a high-equity approach which uses a 70% 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 mutual funds.
Peer Group Strategic: DIY
- Strategic: This is a Strategic (i.e., static, passive) portfolio which means that the ingredients and allocation to each ingredient do not change every month. A portfolio using this recipe can be updated monthly to realign the portfolio with the recipe allocations. .
- DIY: This is a do-it-yourself (DIY) portfolio, which you can buy and update easily at your favorite brokerage. See How to Invest, below.
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 eleven ETFs in this portfolio recipe. The eleven ETFs each represent an asset class. The steps to create this portfolio recipe are as follows:
- VizMetrics identifies the eleven asset classes corresponding to the Lazy Portfolio: Aronson Family Taxable methodology.
- VizMetrics chooses a mutual fund to represent each of the eleven asset classes.
- VizMetrics assigns a weighting (percent allocation) to each of the eleven mutual funds.
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
Note: Access to the monthly portfolio allocations is only available to paid subscribers. Subscribe to view the complete version of the portfolio allocation percentages.
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Compare: Total Return
for period ending February 28, 2025
5-year graph
●
s.aron
●
Global equities (ACWI)
●
U.S. equities (SPY)
●
U.S. bonds (BND)
●
60% Equity / 40% Bonds (s.6040)
| |
YTD |
|
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| s.aron |
2.3% |
-0.2% |
9.9% |
3.5% |
7.2% |
6.3% |
7.8% |
6.9% |
| Peer Group* average |
|
|
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
1.8% |
-0.3% |
12.8% |
6.8% |
9.4% |
8.1% |
9.3% |
7.7% |
| Global Equities (ACWI) |
2.8% |
-0.3% |
15.3% |
9.2% |
12.8% |
9.3% |
9.6% |
|
| U.S. Equities (SPY) |
1.4% |
-1.3% |
18.4% |
12.4% |
16.7% |
12.9% |
13.9% |
10.4% |
| U.S. Bonds (BND) |
2.8% |
2.2% |
5.8% |
-0.5% |
-0.6% |
1.5% |
2.4% |
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 |
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Rank: All |
| s.talg |
5.08040556437401% |
1.21086990884871% |
23.6440612005555% |
9.18983917716285% |
11.7144551585261% |
9.24448249354797% |
10.2264274635703% |
9.86649856628621% |
| s.tals |
1.24228675469782% |
-0.262484257490281% |
9.05881631814858% |
2.70398001075909% |
5.97193258798263% |
5.13954260376892% |
7.29665176556251% |
6.33688347948231% |
| s.talb |
3.10590655143075% |
1.32234795226644% |
12.6044330944886% |
4.19909573061747% |
7.11742449858028% |
6.61877143357386% |
8.70182162840805% |
7.43982244653789% |
| s.talc |
3.64913169415877% |
1.33028277186391% |
11.3738724825569% |
4.28873063208968% |
6.5787698820063% |
6.35510518680542% |
8.23214062179685% |
7.19998282729983% |
| s.wors |
3.03615271250099% |
1.13471200453998% |
8.78081405331095% |
-2.0143454465092% |
1.43554187256454% |
0.10628296009858% |
-0.526534972573311% |
0% |
| s.talm |
6.2923137875051% |
2.76941058163409% |
21.9077991835612% |
7.85249429714876% |
10.2887685422958% |
8.31738155293598% |
9.42041550745292% |
0% |
| s.swan |
5.05869382039714% |
-0.105689416233331% |
14.6355686265818% |
6.26486590745088% |
11.7767168726135% |
5.3456870336035% |
3.28874244902946% |
0% |
| s.plus |
4.4153203644536% |
1.30783086600336% |
20.0622051843369% |
6.15620721978538% |
8.13319377939874% |
8.22981725598184% |
8.95027042069423% |
9.11419093553214% |
| s.noeq |
6.82581918397251% |
3.7387432647918% |
18.0223736346074% |
1.69156713192251% |
3.69517314843704% |
4.8162862610956% |
6.7044262742604% |
7.66191756124837% |
| s.ivyp |
3.68976900183164% |
1.36379409822512% |
10.5989021369949% |
3.50693193118101% |
8.34232093604859% |
5.8408488444575% |
6.73768054516224% |
0% |
| s.dali |
3.53647898654368% |
1.49881449743646% |
10.1722484047539% |
2.0215449021979% |
4.29187078792936% |
4.502328319297% |
5.42893279658119% |
0% |
| s.brow |
4.30561810098906% |
1.59081713670698% |
15.5705154411058% |
4.44551099646677% |
5.65089017491056% |
5.71946994763806% |
6.43304541701921% |
6.86430111931935% |
| s.yale |
3.89800650499998% |
1.653% |
11.8111403373526% |
2.83990674205401% |
6.61039358016606% |
6.18508681031971% |
8.19604763743758% |
7.12776075023183% |
| s.seco |
2.50031887000002% |
-0.401% |
14.7937104819527% |
8.71239624556466% |
12.1260711159542% |
9.18949038083474% |
10.1882778929905% |
8.19607146570109% |
| s.nobr |
3.35833312500002% |
0.0250000000000001% |
11.7702815698799% |
6.45922709072482% |
9.46965478705462% |
7.33110219742972% |
8.77809509898397% |
7.27528414838015% |
| s.aron |
2.31602589500002% |
-0.179% |
9.87996357479812% |
3.46472904769% |
7.24982287744513% |
6.28687944754875% |
7.80778983003489% |
6.90323227635694% |
| s.lowv |
3.55712414251297% |
2.06692059064111% |
10.735678248693% |
5.04159640286599% |
4.90622809485208% |
4.63624837118672% |
0% |
0% |
| s.bens |
3.15556234004248% |
0.545141706070917% |
12.3804565095047% |
7.44269548522669% |
10.3573519435545% |
7.47362826439764% |
8.23615177200467% |
7.10946985839724% |
| s.aggr |
2.23054128860152% |
-0.414731131256735% |
10.4318386437803% |
5.26625805180865% |
9.10084964257545% |
6.80111313359515% |
0% |
0% |
| s.8020 |
1.43866544782913% |
-1.07985262760221% |
15.1695314266511% |
9.13977817471092% |
12.6975317123766% |
10.2413730007656% |
11.4999431117495% |
9.08534327793209% |
| s.7030 |
1.61158386763096% |
-0.675371707645764% |
13.9860226228579% |
7.95396417445466% |
11.0432533629131% |
9.1887830437146% |
10.4003072557167% |
8.40859884448562% |
| s.smar |
2.19445622249999% |
-0.0245% |
9.90648163622765% |
5.06678640437717% |
7.61738512987544% |
6.09443299574914% |
7.22817763895245% |
6.35737923016639% |
| s.marg |
3.24664458399999% |
0.6805% |
11.9249976627806% |
4.82114949837666% |
8.42109470179524% |
6.58115024744279% |
7.48643510768512% |
6.46211725920596% |
| s.coff |
2.68016599999998% |
0.46% |
9.79596485301861% |
3.4181662548264% |
6.41945144128941% |
5.70044650878878% |
7.37479621173436% |
6.47008021083155% |
| s.buyh |
3.22876796959999% |
0.9596% |
8.61830722495269% |
3.00322597364371% |
5.9569460880089% |
4.86388684168388% |
6.05713173176743% |
5.70112714318656% |
| s.swen |
4.00639646797023% |
1.7653704998834% |
11.3803687835518% |
3.04495915444765% |
6.71186208956183% |
6.29899532097156% |
8.35939455313963% |
0% |
| s.mode |
2.24726059230036% |
0.393851245266408% |
10.6883652564543% |
3.94589770217399% |
6.83629860379658% |
6.05192185174368% |
7.32287911339626% |
0% |
| s.lazy |
3.52429105602712% |
1.52390334232206% |
9.38150518484744% |
4.10440797356131% |
8.44275552143738% |
5.41414814022123% |
6.68251854963251% |
0% |
| s.have |
5.90475352120892% |
2.7828669187656% |
19.864591219829% |
5.92247062920244% |
7.063156556419% |
5.8704751699536% |
6.7610474724328% |
0% |
| s.grah |
4.39709581425403% |
1.90379874671056% |
10.6840065043006% |
4.25773157474509% |
6.43533984964049% |
5.1667378405259% |
6.50256872324839% |
0% |
| s.couc |
2.33878629094437% |
0.134196599220885% |
11.7596524726929% |
5.28091181750976% |
8.92627089449691% |
7.40462747799826% |
8.42516388355376% |
7.09621542428156% |
| s.712 |
2.43715642622768% |
0.326458962105404% |
8.97955125748633% |
3.26631920239921% |
7.39911807075484% |
5.03681917392607% |
5.81241972340962% |
0% |
| s.6040 |
1.78253242332658% |
-0.270890787689322% |
12.8056408335683% |
6.76230396814754% |
9.38700886401955% |
8.12328053558007% |
9.28785840282142% |
7.71078748444236% |
| s.5050 |
1.95151111491603% |
0.13359013226712% |
11.6285091840906% |
5.56518946732247% |
7.72954805495816% |
7.04545705153916% |
8.16320467037026% |
6.99247133089775% |
| |
|
|
|
|
|
| s.aron |
18.0% |
9.8% |
-19.0% |
14.5% |
9.9% |
| Peer Group* average |
|
|
|
|
|
| 60% Equity / 40% Bonds |
16.4% |
14.0% |
-16.7% |
17.5% |
14.4% |
| Global Equities (ACWI) |
16.3% |
18.7% |
-18.4% |
22.3% |
17.5% |
| U.S. Equities (SPY) |
18.4% |
28.7% |
-18.2% |
26.2% |
24.9% |
| U.S. Bonds (BND) |
7.7% |
-1.9% |
-13.1% |
5.4% |
1.4% |
| 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 |
| s.talg |
13.9468785359063% |
19.6644640877491% |
-15.5982163184184% |
17.2147119882491% |
18.5409800625855% |
| s.tals |
7.05687582072052% |
17.3515132076102% |
-16.7670110360329% |
11.4607819566624% |
7.13368465491178% |
| s.talb |
8.32668393434759% |
20.4416057352521% |
-19.4447615934583% |
14.3933354422893% |
9.84078634469641% |
| s.talc |
4.84969497533336% |
18.657946666363% |
-14.2185045597003% |
11.0106934244197% |
7.2655424719815% |
| s.wors |
14.3702001164639% |
-0.875276067558028% |
-5.1937133824035% |
-5.58504538241322% |
4.92796652363263% |
| s.talm |
7.58465721431614% |
19.5784169354495% |
-8.85561496964616% |
10.1770538607038% |
13.328345401702% |
| s.swan |
4.85193934457004% |
13.7472558903354% |
12.5022458844257% |
3.87405837048487% |
6.33793371276901% |
| s.plus |
28.2349702712587% |
5.72167231574099% |
-20.9188513529395% |
18.717111310016% |
16.3547463663974% |
| s.noeq |
13.4769738395866% |
9.3602337913999% |
-19.9085070557827% |
9.53340406039849% |
7.33042397604708% |
| s.ivyp |
6.41636266476715% |
21.704938427612% |
-12.0141809514464% |
10.2221855824715% |
7.21213144275969% |
| s.dali |
12.3351852268746% |
7.2999802009639% |
-14.2419586214205% |
8.9022827283016% |
6.44816896157934% |
| s.brow |
17.7109084339359% |
3.78663530958809% |
-14.1843314422468% |
11.5363405910448% |
11.0375103098703% |
| s.yale |
12.7371401515751% |
16.9328407365336% |
-21.1163765409783% |
13.6292960934462% |
8.65687915389599% |
| s.seco |
16.9265476156061% |
17.451675362683% |
-17.8311299962618% |
20.463621090642% |
17.6298527032833% |
| s.nobr |
13.7179221627692% |
14.8634737757154% |
-16.2867479178065% |
16.9176842634148% |
11.3285355772194% |
| s.aron |
18.0494037838299% |
9.83431184775974% |
-18.9796488835045% |
14.4504409548533% |
9.89685748398825% |
| s.lowv |
2.90314534384484% |
6.18271147443223% |
-7.1921722805645% |
6.62410452368214% |
8.99804818875074% |
| s.bens |
10.9915395787553% |
15.7557592834701% |
-12.553306533105% |
16.4540999657777% |
12.2916817198867% |
| s.aggr |
17.9556465411554% |
11.4230042512206% |
-15.88527363279% |
15.5546454041855% |
10.3803462823992% |
| s.8020 |
18.8225112951776% |
19.7452364376917% |
-18.069856178937% |
21.7158548469084% |
19.0553240966601% |
| s.7030 |
17.6260388071938% |
16.863416355419% |
-17.3740226657332% |
19.5904932836454% |
16.7290565479814% |
| s.smar |
9.39470666808912% |
12.4376494447116% |
-11.2782733805696% |
11.5849600285105% |
9.63690400262172% |
| s.marg |
15.0514375454995% |
13.1713721596459% |
-16.8955652505738% |
14.2064095501135% |
11.4643164252935% |
| s.coff |
9.23922132592205% |
13.563426155565% |
-14.5671014495673% |
10.99447982111% |
7.85026456215501% |
| s.buyh |
9.8266263196966% |
10.2585271548169% |
-12.7137526420126% |
9.85714046337261% |
6.0655537940971% |
| s.swen |
12.6726389225104% |
16.9829231820075% |
-20.6371049951315% |
14.2715161326236% |
7.94820015492737% |
| s.mode |
14.0785814295956% |
10.5873850153413% |
-16.8777386877365% |
13.7946845931412% |
9.53448468713143% |
| s.lazy |
3.22183464964929% |
20.1424754111165% |
-8.04438839262481% |
10.6640610584107% |
6.00559042104059% |
| s.have |
7.93295904404396% |
6.90151128246674% |
-4.68831183100331% |
4.05321484237007% |
11.7652282217603% |
| s.grah |
7.37651790260052% |
10.8115534429923% |
-10.4724501569515% |
10.6870179030968% |
6.21947039912392% |
| s.couc |
16.6106546772378% |
15.4147651016417% |
-15.7071352139266% |
14.5906857415039% |
12.3364015298019% |
| s.712 |
7.70583757354628% |
14.4998415750287% |
-9.99646394712902% |
9.66178559111286% |
6.7960658962755% |
| s.6040 |
16.3697115808623% |
14.0345204547633% |
-16.6986542826282% |
17.4898007024777% |
14.4366761920685% |
| s.5050 |
15.0559930685074% |
11.2579446671262% |
-16.0443948028284% |
15.4136741697843% |
12.1778703016602% |
Compare: Risk vs. Return
for period ending February 28, 2025
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Maximum Drawdown vs. Annual Return
●
s.aron
●
Peer group
●
All other recipes
●
S&P 500 (SPY)
●
U.S. Bonds (BND)
●
Balanced (60% Equity / 40% Bonds)
Downside Deviation vs. Annual Return
●
s.aron
●
Peer group
●
All other recipes
●
S&P 500 (SPY)
●
U.S. Bonds (BND)
●
Balanced (60% Equity / 40% Bonds)
Standard Deviation vs. Annual Return
●
s.aron
●
Peer group
●
All other recipes
●
S&P 500 (SPY)
●
U.S. Bonds (BND)
●
Balanced (60% Equity / 40% Bonds)
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| s.aron |
-7.7% |
-9.3% |
-8.6% |
-5.5% |
-4.3% |
-2.2% |
| Peer Group* average |
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
-3.7% |
-5.3% |
-5.0% |
-2.1% |
-0.7% |
0.4% |
| Global Equities (ACWI) |
-2.0% |
-3.1% |
-3.5% |
-3.4% |
-4.5% |
|
| U.S. Equities (SPY) |
0.0% |
0.0% |
0.0% |
0.0% |
0.0% |
0.0% |
| U.S. Bonds (BND) |
-11.9% |
-20.1% |
-24.0% |
-12.8% |
-9.6% |
-4.2% |
| 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 |
| s.talg |
5.77414981374133% |
-2.64840744710746% |
-3.42157049659742% |
-1.92375021909082% |
-2.00628108578865% |
0.305308884135915% |
| s.tals |
-10.0645498404514% |
-10.2063381399476% |
-10.2086142261746% |
-6.99725710098623% |
-5.17678563162499% |
-3.37113066752825% |
| s.talb |
-6.04070079014214% |
-8.4809367626611% |
-8.73545479934145% |
-4.92458668573529% |
-2.8654091826155% |
-1.74346088939949% |
| s.talc |
-7.42534487277628% |
-8.49692406636036% |
-9.03512017602597% |
-4.83866276650089% |
-2.78635730229191% |
-1.44525744691849% |
| s.wors |
-5.38194046254183% |
-28.793877842721% |
-19.1667549576731% |
-16.3366448714673% |
-17.7648445935215% |
0% |
| s.talm |
1.46482559266804% |
-4.15848170181105% |
-4.94445066337603% |
-2.97142278136611% |
-2.75324529435134% |
0% |
| s.swan |
-2.9328856039416% |
-5.92701682015487% |
-3.1720054056215% |
-7.10251481950945% |
-10.5074725934757% |
0% |
| s.plus |
7.52932268932206% |
-6.13848987090665% |
-6.64862990987202% |
-1.90658815649539% |
-1.38059141381119% |
2.57507037533842% |
| s.noeq |
-1.64192697609177% |
-11.3584936072044% |
-12.8846901216945% |
-7.16427276767285% |
-5.56503689093641% |
-1.10584364772733% |
| s.ivyp |
-5.86276333678205% |
-9.64030144611598% |
-6.72638715605554% |
-5.67105442564845% |
-5.49742184799053% |
0% |
| s.dali |
-4.2095215841576% |
-13.0164588930649% |
-11.5569674388814% |
-5.94122579024594% |
-4.03946657380767% |
0% |
| s.brow |
3.034660036902% |
-8.75998291038652% |
-8.94507676643953% |
-3.67964422438637% |
-2.45023064601906% |
1.77357909073968% |
| s.yale |
-6.23724966034494% |
-9.93740192826464% |
-9.41594745452576% |
-5.54855093453847% |
-3.62482551037779% |
-2.01841180198639% |
| s.seco |
-1.64684906481693% |
-3.41718690099621% |
-3.74548687977743% |
-2.9427272935703% |
-3.0305750257063% |
-1.78207260421173% |
| s.nobr |
-6.09025082783161% |
-5.87080305597558% |
-6.34932890097449% |
-4.5642714278556% |
-3.90257779216294% |
-2.2235799689214% |
| s.aron |
-7.67350937773966% |
-9.3398303095288% |
-8.57240329293641% |
-5.4594112033838% |
-4.31249997772838% |
-2.23127275551476% |
| s.lowv |
-2.71612778661489% |
-8.06046031234776% |
-9.86335023240567% |
-5.3183516718909% |
0% |
0% |
| s.bens |
-3.23626014940987% |
-4.49001718537334% |
-4.43964409331941% |
-3.97998029310946% |
-4.20346037342882% |
-2.32270348917542% |
| s.aggr |
-7.12174297779827% |
-7.22009199619102% |
-6.79924143568143% |
-5.43717539394091% |
0% |
0% |
| s.8020 |
-2.5430940202379% |
-2.84920929632772% |
-2.67986740288899% |
-1.28101475525356% |
-0.626433012918998% |
0.0494886555937359% |
| s.7030 |
-3.04886970751322% |
-3.96951721991134% |
-3.71854144368565% |
-1.60551607998602% |
-0.648131580539955% |
0.217337140020931% |
| s.smar |
-6.70320260100813% |
-7.63153336484978% |
-7.09683492049273% |
-4.75529274219033% |
-3.79091320864502% |
-1.97748016642443% |
| s.marg |
-3.24217411669095% |
-7.84150346193441% |
-6.60347726265139% |
-4.64535970908034% |
-4.31998267327695% |
-2.4484106549783% |
| s.coff |
-8.19861750976419% |
-9.65836168479155% |
-9.19288822287838% |
-5.63484525432286% |
-3.81740265996001% |
-1.98894989017487% |
| s.buyh |
-8.48704323602921% |
-10.5706045593504% |
-9.46519862572633% |
-6.52063125836441% |
-5.4441141872637% |
-2.85998220509188% |
| s.swen |
-7.07767162190277% |
-9.70531269990697% |
-9.27301733455255% |
-5.38496517669397% |
-3.37120540889929% |
0% |
| s.mode |
-6.19925473328349% |
-9.00862168061315% |
-8.58804388568025% |
-5.14837928155628% |
-4.06513859663675% |
0% |
| s.lazy |
-8.62091028537463% |
-8.61660970901987% |
-7.4663556251635% |
-6.7906024830553% |
-6.19591991425686% |
0% |
| s.have |
2.18780516953881% |
-6.39142403779654% |
-7.8253118515419% |
-5.08515059659481% |
-4.60897951260596% |
0% |
| s.grah |
-6.60208747654055% |
-8.69117438276671% |
-8.88563212726159% |
-6.08067767582344% |
-4.50923304368718% |
0% |
| s.couc |
-3.7312168368894% |
-7.29662217252131% |
-4.8866853293094% |
-2.3102956569224% |
-0.936164922995157% |
0.16084705690143% |
| s.712 |
-8.18052993672847% |
-10.0083257784725% |
-7.94846728182352% |
-6.8017113502994% |
-6.69897585326852% |
0% |
| s.6040 |
-3.67828208368707% |
-5.30008856109488% |
-5.00150911381566% |
-2.05778270050732% |
-0.735251946464736% |
0.371418008729012% |
| s.5050 |
-4.46511320694712% |
-6.88734714782269% |
-6.60910201390566% |
-2.69672216499509% |
-0.937017238216502% |
0.488211041402657% |
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| s.aron |
-5.4% |
-7.7% |
-6.4% |
-3.8% |
-2.8% |
-1.4% |
| Peer Group* average |
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
-2.7% |
-3.9% |
-3.5% |
-1.3% |
-0.3% |
0.4% |
| Global Equities (ACWI) |
-1.3% |
-2.8% |
-3.1% |
-3.0% |
-4.1% |
|
| U.S. Equities (SPY) |
0.0% |
0.0% |
0.0% |
0.0% |
0.0% |
0.0% |
| U.S. Bonds (BND) |
-3.8% |
-8.3% |
-7.1% |
-2.3% |
-0.2% |
0.7% |
| 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 |
| s.talg |
8.77252437424348% |
-1.61565212064192% |
-1.8522994108234% |
-0.31332353988135% |
0.280646766357968% |
1.72773573076276% |
| s.tals |
-8.73927462166113% |
-8.11560551086033% |
-7.47758097789509% |
-4.56939299364219% |
-2.91361767199062% |
-1.95923310275431% |
| s.talb |
-4.18976866081969% |
-6.87580224424719% |
-6.59969206917817% |
-3.06000470145007% |
-1.16313905199735% |
-0.636623543232687% |
| s.talc |
-5.09782766045473% |
-6.21995758602237% |
-6.0677188561699% |
-2.66387328319425% |
-0.903926947667165% |
-0.29977894805906% |
| s.wors |
3.99060577181356% |
-8.91895777030188% |
-3.05304507694197% |
-2.34240834124367% |
-1.92974356644809% |
0% |
| s.talm |
8.17912576530588% |
-2.39744000366219% |
-2.44483542535128% |
-0.603533260095809% |
0.262781547464524% |
0% |
| s.swan |
6.6141041924091% |
-2.34721794318215% |
0.977187350781289% |
-2.66537726693128% |
-5.40065630024865% |
0% |
| s.plus |
7.084878628799% |
-3.95590783656684% |
-2.58660288258512% |
1.32317637606319% |
3.02480679794496% |
4.32666584616072% |
| s.noeq |
4.2139186488121% |
-8.2911461807553% |
-6.87242914252053% |
-1.57549851106349% |
1.42158216550472% |
2.71976243870715% |
| s.ivyp |
-2.52327310019238% |
-6.78774482660675% |
-4.25374169657247% |
-3.38248178394621% |
-3.19570512643428% |
0% |
| s.dali |
-0.821284072064225% |
-7.1389597642622% |
-5.38776484492363% |
-1.92669508843361% |
-0.478421060809622% |
0% |
| s.brow |
4.25062199408064% |
-4.48744193379597% |
-3.09640512490428% |
0.0883460187266638% |
1.68695649904026% |
2.86445194843371% |
| s.yale |
-3.87176864869419% |
-8.45258934299527% |
-7.22312099622075% |
-3.63849767227348% |
-1.82438937898479% |
-1.00067831191603% |
| s.seco |
-0.93027710426645% |
-2.96749074452249% |
-3.18217866847818% |
-2.46874956408899% |
-2.56204665582223% |
-1.50868089650444% |
| s.nobr |
-4.03715848838024% |
-4.88437686504318% |
-5.07464110456741% |
-3.46787837551614% |
-2.93309382294354% |
-1.66683700802151% |
| s.aron |
-5.41405431986865% |
-7.66729720183608% |
-6.42941155405255% |
-3.79658324760064% |
-2.75662749106568% |
-1.37266776659769% |
| s.lowv |
1.96456886299325% |
-2.98915533504988% |
-3.54526872416936% |
-1.51787254187386% |
0% |
0% |
| s.bens |
-1.39273687787907% |
-3.30795849874997% |
-3.12341816288022% |
-2.82391197564636% |
-3.05233928167767% |
-1.68602991669712% |
| s.aggr |
-4.45654544136837% |
-5.93390926898334% |
-5.12081620405433% |
-4.02650406689083% |
0% |
0% |
| s.8020 |
-2.24986802437819% |
-2.49040219715452% |
-2.2815400072518% |
-1.0380826041958% |
-0.466855942012845% |
0.0898118417131295% |
| s.7030 |
-2.46092603506325% |
-3.19787951878338% |
-2.87731019849317% |
-1.14896402728042% |
-0.391685500786624% |
0.233176018155617% |
| s.smar |
-3.54644633145836% |
-4.84647166408813% |
-4.35622913695806% |
-2.77814350460404% |
-2.14906010570514% |
-1.11202128397922% |
| s.marg |
-1.09747209254531% |
-5.85198977068164% |
-4.57767344009094% |
-3.02581328206813% |
-2.70998222169276% |
-1.50509008081635% |
| s.coff |
-5.59197453563103% |
-7.10156732219196% |
-6.21586620399911% |
-3.43064074823847% |
-2.0716367791629% |
-1.04294156692013% |
| s.buyh |
-4.02251647128621% |
-6.91449978700766% |
-5.67178094690863% |
-3.64134051056618% |
-2.92367838383966% |
-1.51930189559506% |
| s.swen |
-4.82727689963569% |
-8.23395351951682% |
-7.03440643805413% |
-3.47525077800844% |
-1.59079997795068% |
0% |
| s.mode |
-3.59592398534032% |
-6.5550400023141% |
-5.78864595492537% |
-3.13848817502666% |
-2.2804596922836% |
0% |
| s.lazy |
-5.41522003199963% |
-6.86330784920583% |
-5.53874939213669% |
-4.78885036968533% |
-4.18307413354232% |
0% |
| s.have |
9.42711827336679% |
-3.17440872667175% |
-3.13439321649598% |
-1.26033177881219% |
-0.506340713402092% |
0% |
| s.grah |
-2.38373060133946% |
-5.78231658698176% |
-5.34565576238869% |
-3.29116820292424% |
-2.0948430387342% |
0% |
| s.couc |
-2.24362093220886% |
-4.97773316617202% |
-3.05549165472117% |
-1.25023279640314% |
-0.252424061527067% |
0.357412121176612% |
| s.712 |
-4.47374903008893% |
-7.00815061179125% |
-5.19858908211086% |
-4.28869652366313% |
-4.23379232360938% |
0% |
| s.6040 |
-2.66885703124474% |
-3.91120304646311% |
-3.47504653916458% |
-1.27275800144853% |
-0.32932805642287% |
0.355473268001323% |
| s.5050 |
-2.87353788761428% |
-4.62998086866078% |
-4.07399919000382% |
-1.40887295152302% |
-0.279175491615026% |
0.457265724345678% |
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| s.aron |
0.57 |
-0.07 |
0.32 |
0.38 |
0.58 |
0.46 |
| Peer Group* average |
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
0.92 |
0.14 |
0.49 |
0.58 |
0.80 |
0.61 |
| Global Equities (ACWI) |
1.06 |
0.28 |
0.59 |
0.52 |
0.59 |
|
| U.S. Equities (SPY) |
1.22 |
0.44 |
0.76 |
0.72 |
0.86 |
0.61 |
| U.S. Bonds (BND) |
0.19 |
-0.67 |
-0.52 |
-0.11 |
0.20 |
0.30 |
| 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 |
| s.talg |
1.68826790596682 |
0.290658620864862 |
0.58043998493457 |
0.593916408626128 |
0.731749780448505 |
0.626811126163143 |
| s.tals |
0.378357631381596 |
-0.114769586183974 |
0.235930297530098 |
0.286859591437635 |
0.52904945762786 |
0.39667092598155 |
| s.talb |
0.721107234546573 |
-0.0198974517037055 |
0.309601138042312 |
0.410071480662508 |
0.670553728738193 |
0.494004916663371 |
| s.talc |
0.602858287191133 |
-0.0257524669165987 |
0.28748292040726 |
0.41046082897298 |
0.671597532101157 |
0.50739014753972 |
| s.wors |
0.763575869439008 |
-1.10995823383356 |
-0.265543656477762 |
-0.324813590826644 |
-0.327764369404702 |
0 |
| s.talm |
1.33996440932761 |
0.209932552972282 |
0.503175446151589 |
0.530580552720269 |
0.68388040495316 |
0 |
| s.swan |
0.980921516402191 |
0.107867324997277 |
0.595376789831055 |
0.288753126397884 |
0.195863687111064 |
0 |
| s.plus |
1.85079059254009 |
0.101168293976023 |
0.406574175114168 |
0.585794507061662 |
0.760304362028668 |
0.747298425125102 |
| s.noeq |
1.08968876596964 |
-0.178474345916416 |
0.0866890314150822 |
0.271614789053924 |
0.501189098190583 |
0.530727197488862 |
| s.ivyp |
0.729216412687588 |
-0.090316452886442 |
0.404713360243345 |
0.361175383913169 |
0.50532759053767 |
0 |
| s.dali |
0.869301227317685 |
-0.281962896093686 |
0.134716096056668 |
0.321111796349325 |
0.570638558687318 |
0 |
| s.brow |
1.48773092866602 |
-0.0548450677018431 |
0.269443088979935 |
0.462667747281492 |
0.678770323898727 |
0.686845584133542 |
| s.yale |
0.701987463209198 |
-0.0964210430318286 |
0.274909329405701 |
0.372066908239183 |
0.622346714604775 |
0.475748390909068 |
| s.seco |
1.08964345585846 |
0.255247662627848 |
0.570291407291573 |
0.54053320772806 |
0.673087693931885 |
0.500478486557166 |
| s.nobr |
0.713193417689815 |
0.123104000094143 |
0.437227590989313 |
0.438580881905993 |
0.613988457386805 |
0.467364168942482 |
| s.aron |
0.574358205488555 |
-0.066488500982527 |
0.317254592973089 |
0.378449209064678 |
0.581212104789202 |
0.462142990765788 |
| s.lowv |
1.00179807303769 |
-0.0285004047715048 |
0.214689223347889 |
0.359644818628241 |
0 |
0 |
| s.bens |
0.955626047340931 |
0.187313126733298 |
0.524150283374276 |
0.469621951744191 |
0.593060527753155 |
0.460851157046649 |
| s.aggr |
0.623185634094801 |
0.0511191286596268 |
0.414049471866486 |
0.388253901500453 |
0 |
0 |
| s.8020 |
1.0141988629102 |
0.283403581414623 |
0.61961551102258 |
0.635479272886823 |
0.816967131429275 |
0.605410639247101 |
| s.7030 |
0.971534113765563 |
0.218499621784849 |
0.561372178285547 |
0.60986311730556 |
0.810209585072987 |
0.609228363536065 |
| s.smar |
0.655521539861103 |
0.0110785716719315 |
0.380889281446786 |
0.412066263299369 |
0.607727515402517 |
0.470185855763356 |
| s.marg |
0.954439773792666 |
0.00898112606019681 |
0.410270128823257 |
0.422689539514619 |
0.578125851949547 |
0.445684877664627 |
| s.coff |
0.530910616955687 |
-0.0902671044226915 |
0.278662539300618 |
0.360912730050831 |
0.605934245794796 |
0.469951367583777 |
| s.buyh |
0.499080011090055 |
-0.144959263231271 |
0.257555562769432 |
0.302085094484156 |
0.500640119170258 |
0.414277731313629 |
| s.swen |
0.631441930614737 |
-0.0838028642715755 |
0.281978431863848 |
0.381944555514937 |
0.638208362686569 |
0 |
| s.mode |
0.701454489675914 |
-0.0555737629903586 |
0.308750344958616 |
0.390449064077171 |
0.591492494228768 |
0 |
| s.lazy |
0.494172401838532 |
-0.0277477123849765 |
0.37925630498891 |
0.301690090479815 |
0.466627615394808 |
0 |
| s.have |
1.40428552154854 |
0.0812305611445698 |
0.342373260526413 |
0.391947581354468 |
0.556898594656716 |
0 |
| s.grah |
0.667046946564561 |
-0.0412828927502643 |
0.289795817545268 |
0.329664124527637 |
0.558458942415535 |
0 |
| s.couc |
0.912049625911836 |
0.0309860842692912 |
0.485911035558309 |
0.552656866231103 |
0.778629292326808 |
0.593709141604789 |
| s.712 |
0.527457138344215 |
-0.111423878004846 |
0.343447576468923 |
0.29321904334851 |
0.428836083736779 |
0 |
| s.6040 |
0.917744471858272 |
0.142384054910766 |
0.490045359078517 |
0.576135447938269 |
0.798765429489775 |
0.612014103677642 |
| s.5050 |
0.849695689149006 |
0.0527154806644798 |
0.401484871178573 |
0.530667145689538 |
0.779252168188837 |
0.612150617283392 |
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| s.aron |
0.84 |
-0.09 |
0.45 |
0.54 |
0.87 |
0.66 |
| Peer Group* average |
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
1.47 |
0.19 |
0.72 |
0.85 |
1.23 |
0.89 |
| Global Equities (ACWI) |
1.79 |
0.39 |
0.88 |
0.77 |
0.89 |
|
| U.S. Equities (SPY) |
2.28 |
0.64 |
1.18 |
1.10 |
1.36 |
0.90 |
| U.S. Bonds (BND) |
1.47 |
0.19 |
0.72 |
0.85 |
1.23 |
0.89 |
| 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 |
| s.talg |
2.95330045206193 |
0.410258263727388 |
0.859482332986647 |
0.905488823581094 |
1.16019429585722 |
0.929904885543501 |
| s.tals |
0.56703036031744 |
-0.159490941336129 |
0.330796139882824 |
0.40521715328795 |
0.787593724430402 |
0.561758673034199 |
| s.talb |
1.02889405554117 |
-0.0268885407291614 |
0.432760553857311 |
0.583675043390598 |
1.00668604642713 |
0.699938510239797 |
| s.talc |
0.856853048462209 |
-0.0347954436672044 |
0.402873511195004 |
0.586791763406346 |
1.01547878261769 |
0.724658327356179 |
| s.wors |
1.37537356630769 |
-1.17918327444997 |
-0.334292205807315 |
-0.433711302889661 |
-0.453707997266226 |
0 |
| s.talm |
2.29524449046 |
0.294982234959568 |
0.735404135243344 |
0.800253214993286 |
1.07263672814067 |
0 |
| s.swan |
2.43668981293768 |
0.159962514119041 |
0.90190526683133 |
0.433967300148725 |
0.282541674623749 |
0 |
| s.plus |
3.42683068767927 |
0.140871408849504 |
0.609707410458686 |
0.919380945021372 |
1.24156551950494 |
1.19904110891827 |
| s.noeq |
1.71152065904961 |
-0.241927796473945 |
0.12333122651492 |
0.403728410053491 |
0.778444895614758 |
0.80194852747458 |
| s.ivyp |
1.03437403677383 |
-0.116320382678641 |
0.557829827048359 |
0.503471919754768 |
0.733252442943233 |
0 |
| s.dali |
1.25502876550355 |
-0.34926086848436 |
0.179065191898649 |
0.443171378091293 |
0.822117179633192 |
0 |
| s.brow |
2.50724918726027 |
-0.0738259594711112 |
0.390746708449852 |
0.706454258277069 |
1.08581608290955 |
1.08424425574357 |
| s.yale |
0.981612353073758 |
-0.127313069520617 |
0.383289798926757 |
0.525607437309147 |
0.926019367379287 |
0.669161540317904 |
| s.seco |
1.80025268805195 |
0.357875521611935 |
0.848575417357432 |
0.793895961632402 |
1.02487351437613 |
0.718188585439601 |
| s.nobr |
1.12394669892538 |
0.173210580254269 |
0.641514441574588 |
0.635825603053912 |
0.9305242529441 |
0.671620509038796 |
| s.aron |
0.835381062774811 |
-0.0888506908399631 |
0.450934385658294 |
0.539534144206467 |
0.867677630142423 |
0.656702883025058 |
| s.lowv |
1.65765731903813 |
-0.036997851153368 |
0.289178517281888 |
0.499694029676801 |
0 |
0 |
| s.bens |
1.48255312639308 |
0.257949595060033 |
0.766224948705466 |
0.681286116817328 |
0.891027608260186 |
0.65833715919546 |
| s.aggr |
0.957091452394722 |
0.0715172086363014 |
0.604207022626574 |
0.568696665690343 |
0 |
0 |
| s.8020 |
1.73008568450418 |
0.39979585835508 |
0.936033616533111 |
0.950595033740268 |
1.27192455828396 |
0.885085571890272 |
| s.7030 |
1.61154463677759 |
0.303231753582429 |
0.835524316517845 |
0.905075989058393 |
1.2548125918848 |
0.889363938417271 |
| s.smar |
0.989704783073146 |
0.0149918713766943 |
0.5373029239406 |
0.583306875028381 |
0.899751851719703 |
0.665985511647939 |
| s.marg |
1.47570089170566 |
0.0117733697899331 |
0.579045801533922 |
0.599640690691636 |
0.855463816909294 |
0.626376007444627 |
| s.coff |
0.761386156769931 |
-0.120990823539261 |
0.389360381306702 |
0.508104537627676 |
0.896157906419701 |
0.665496833872578 |
| s.buyh |
0.707822251064539 |
-0.190058061444005 |
0.358715633098654 |
0.423571248898877 |
0.736670056169097 |
0.585287946108355 |
| s.swen |
0.87362985893112 |
-0.111467138253022 |
0.394366900345006 |
0.541018129711567 |
0.954102517249823 |
0 |
| s.mode |
1.0286575781352 |
-0.0741932604218669 |
0.433145506316097 |
0.554574078046002 |
0.880186970820451 |
0 |
| s.lazy |
0.683456584985725 |
-0.0364124481310859 |
0.530519301222339 |
0.422759657991431 |
0.677934091345046 |
0 |
| s.have |
2.59663572212026 |
0.110121825659557 |
0.485215004395921 |
0.56093700134033 |
0.828354867519127 |
0 |
| s.grah |
0.985065830155007 |
-0.0549351692227529 |
0.401575958828304 |
0.460441401561292 |
0.817274079795638 |
0 |
| s.couc |
1.42997730844499 |
0.0407369704144122 |
0.697371083312936 |
0.797394230807905 |
1.17846777027723 |
0.846545041740437 |
| s.712 |
0.761110505353494 |
-0.144878617595315 |
0.47252193724313 |
0.406567063154277 |
0.617419097722685 |
0 |
| s.6040 |
1.47144945945918 |
0.194148377873287 |
0.716941249265565 |
0.846457424461499 |
1.2276386791703 |
0.891295507752711 |
| s.5050 |
1.30853304934551 |
0.0705530032008799 |
0.575883474065891 |
0.769714410290193 |
1.18416966103019 |
0.888034397592996 |
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| s.aron |
12.4 |
3.9 |
8.9 |
8.1 |
10.2 |
8.7 |
| Peer Group* average |
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
15.9 |
8.7 |
12.7 |
11.6 |
13.7 |
11.3 |
| Global Equities (ACWI) |
17.4 |
9.4 |
13.3 |
9.5 |
9.4 |
|
| U.S. Equities (SPY) |
18.1 |
12.1 |
16.4 |
12.5 |
13.6 |
10.0 |
| U.S. Bonds (BND) |
15.9 |
8.7 |
12.7 |
11.6 |
13.7 |
11.3 |
| 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 |
| s.talg |
31.5634631586725 |
11.6232998084817 |
14.8526255132942 |
12.9331501085248 |
14.543449469209 |
12.8493298156202 |
| s.tals |
9.14763649535889 |
3.09190224553075 |
7.43627844292874 |
6.82717367718321 |
9.92085708007451 |
7.89074007911189 |
| s.talb |
13.9465540160186 |
4.81693226710018 |
8.71906049729917 |
8.96954564634258 |
12.4184167009468 |
9.66944840308619 |
| s.talc |
12.8932544475561 |
5.49443915191665 |
8.94968338835752 |
9.42659036964799 |
12.8391452507366 |
10.2855922162267 |
| s.wors |
-17474.5870953276 |
-12.1846359114252 |
12.7676000057338 |
-11.172494536261 |
112.704868316577 |
0 |
| s.talm |
32.9490453537354 |
11.0379368626132 |
14.1433454387873 |
12.6872424779769 |
14.7318299058336 |
0 |
| s.swan |
60.4849453981222 |
13.395165289172 |
20.4800022830393 |
9.20879986905412 |
5.08993078939842 |
0 |
| s.plus |
32.8961266658356 |
8.8034788478479 |
14.103648001731 |
17.9421310603778 |
24.1692214754135 |
25.0489081946869 |
| s.noeq |
26.7728397507434 |
2.10006950098307 |
6.19496460381996 |
11.4308016877927 |
20.895316770814 |
19.8765158211849 |
| s.ivyp |
16.8101113181809 |
4.60498178360501 |
11.5440879067939 |
8.36846578532268 |
9.42266861066521 |
0 |
| s.dali |
21.6448602346021 |
3.21391249737889 |
8.32182847209074 |
10.5341555275181 |
14.337927217426 |
0 |
| s.brow |
31.8566785243499 |
8.39238112717044 |
13.1189313993603 |
16.8045213505391 |
23.3106606788261 |
25.2493421337034 |
| s.yale |
14.3756947532929 |
2.99964349013703 |
7.97676831999333 |
8.19049568026207 |
11.4539727357511 |
9.16837130479252 |
| s.seco |
18.0469245075536 |
9.42136983442701 |
13.1493657956325 |
9.99247702727381 |
10.8760470876691 |
8.49975475279775 |
| s.nobr |
14.1624583459088 |
7.28567764383716 |
10.879405225337 |
8.68357616291064 |
10.2661127465031 |
8.30255435196945 |
| s.aron |
12.3974056873669 |
3.85908497435186 |
8.92210540285707 |
8.05780771403786 |
10.2342134353259 |
8.66344481398851 |
| s.lowv |
35.6834775189465 |
13.1414340380614 |
11.931497617161 |
11.6334867193691 |
0 |
0 |
| s.bens |
18.2997236422804 |
9.42617377314266 |
13.1907862780126 |
9.41086159841038 |
10.0211952541172 |
8.27343762643223 |
| s.aggr |
13.6420976094372 |
6.01368461956571 |
10.7494444692699 |
7.99813105762818 |
0 |
0 |
| s.8020 |
16.0292989848295 |
9.98384119343956 |
14.177390461274 |
11.6483995492673 |
13.2478897928445 |
10.3933777742453 |
| s.7030 |
15.9807950009968 |
9.37840459206632 |
13.5081052785338 |
11.6172186910522 |
13.4516967785599 |
10.8194898348342 |
| s.smar |
15.0760462143687 |
7.48093141454367 |
11.2552318638503 |
9.2162373720375 |
10.8618628827777 |
9.06954149443098 |
| s.marg |
19.2141576093854 |
6.0350690422813 |
11.1713319905524 |
9.00244873310805 |
10.2079249393154 |
8.48433521989715 |
| s.coff |
12.1792219011077 |
4.27206943567306 |
8.7314517635251 |
8.26354471821906 |
10.996635638359 |
9.16916160925321 |
| s.buyh |
14.3955334122485 |
4.20736718177308 |
9.04725701493774 |
7.66721795676557 |
9.49160756529039 |
8.44982405002763 |
| s.swen |
13.1993827980691 |
3.25388554031252 |
8.17396153020711 |
8.40478696045927 |
11.7894588479173 |
0 |
| s.mode |
14.8797535831663 |
5.0247195988559 |
9.34104139955135 |
8.73089893088568 |
10.7040862483548 |
0 |
| s.lazy |
12.3336123805626 |
4.79195536037216 |
10.1660672813474 |
6.77138871810129 |
8.41163672437185 |
0 |
| s.have |
47.2302721203496 |
10.8839820810526 |
13.0935934204566 |
11.9994534450848 |
13.8281745676901 |
0 |
| s.grah |
17.0611872297443 |
6.0232012813358 |
9.64117677560618 |
8.24311427619363 |
10.7844019482664 |
0 |
| s.couc |
16.9220773385631 |
7.24367361613624 |
13.2683545085875 |
11.6993156400822 |
13.9934611479844 |
11.6864107392975 |
| s.712 |
13.6139594505885 |
4.27287042733728 |
10.1808076979232 |
7.04147137843329 |
7.95251831261702 |
0 |
| s.6040 |
15.9274531491418 |
8.65151889522584 |
12.6871332189868 |
11.55866514572 |
13.6948720245785 |
11.3386768363642 |
| s.5050 |
15.8679923365496 |
7.76605828492592 |
11.6586902453932 |
11.4613444924801 |
13.998488331012 |
12.0001753222441 |
Compare: Risk & Volatility
for period ending February 28, 2025
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| s.aron |
3.8% |
19.5% |
24.3% |
24.3% |
24.3% |
41.1% |
| Peer Group* average |
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
3.6% |
16.0% |
20.7% |
20.7% |
20.7% |
32.2% |
| Global Equities (ACWI) |
3.6% |
21.3% |
25.7% |
25.7% |
25.7% |
|
| U.S. Equities (SPY) |
4.0% |
20.2% |
23.9% |
23.9% |
23.9% |
50.8% |
| U.S. Bonds (BND) |
3.1% |
10.3% |
17.3% |
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 |
| s.talg |
4.3% |
19.7% |
21.2% |
21.2% |
21.2% |
38.5% |
| s.tals |
5.5% |
15.4% |
19.9% |
19.9% |
19.9% |
41.7% |
| s.talb |
4.9% |
18.2% |
22.9% |
22.9% |
22.9% |
41.1% |
| s.talc |
4.9% |
15.8% |
19.9% |
19.9% |
19.9% |
37.9% |
| s.wors |
2.7% |
15.5% |
15.5% |
15.5% |
29.7% |
0% |
| s.talm |
5.8% |
16.6% |
16.7% |
16.7% |
16.7% |
0% |
| s.swan |
3.2% |
14.1% |
14.1% |
23.8% |
40.6% |
0% |
| s.plus |
2.6% |
20.3% |
24% |
24% |
24% |
24% |
| s.noeq |
5.8% |
21.2% |
24.1% |
24.1% |
24.1% |
24.1% |
| s.ivyp |
3.3% |
17% |
17% |
18.1% |
18.1% |
0% |
| s.dali |
2.3% |
15.2% |
17.9% |
17.9% |
17.9% |
0% |
| s.brow |
2.6% |
14.7% |
17.5% |
17.5% |
17.5% |
17.5% |
| s.yale |
4.6% |
20.9% |
25.6% |
25.6% |
25.6% |
42.2% |
| s.seco |
3.6% |
19.9% |
24.5% |
24.5% |
24.5% |
49.2% |
| s.nobr |
4% |
18.4% |
23.4% |
23.4% |
23.4% |
43.3% |
| s.aron |
3.8% |
19.5% |
24.3% |
24.3% |
24.3% |
41.1% |
| s.lowv |
3.1% |
10.5% |
13.2% |
13.2% |
0% |
0% |
| s.bens |
2.8% |
16.9% |
19.8% |
19.8% |
19.8% |
45% |
| s.aggr |
3.3% |
18.6% |
23.5% |
23.5% |
0% |
0% |
| s.8020 |
4% |
18.3% |
22.7% |
22.7% |
22.7% |
42.1% |
| s.7030 |
3.8% |
17.1% |
21.7% |
21.7% |
21.7% |
37.3% |
| s.smar |
3.1% |
13.7% |
17.1% |
17.1% |
17.1% |
37.6% |
| s.marg |
2.8% |
19.1% |
23% |
23% |
23% |
40.5% |
| s.coff |
4.2% |
15.9% |
19.8% |
19.8% |
19.8% |
36% |
| s.buyh |
3.2% |
15.2% |
18.7% |
18.7% |
18.7% |
35.7% |
| s.swen |
4.6% |
20.3% |
25.1% |
25.1% |
25.1% |
0% |
| s.mode |
3.3% |
16.7% |
21.6% |
21.6% |
21.6% |
0% |
| s.lazy |
4.7% |
17% |
17% |
21.4% |
21.4% |
0% |
| s.have |
4.8% |
15.1% |
15.1% |
15.1% |
15.1% |
0% |
| s.grah |
3.7% |
15.5% |
18.2% |
18.2% |
18.2% |
0% |
| s.couc |
3% |
15.9% |
19.4% |
19.4% |
19.4% |
28.7% |
| s.712 |
3.8% |
15.8% |
16% |
19.1% |
19.1% |
0% |
| s.6040 |
3.6% |
16% |
20.7% |
20.7% |
20.7% |
32.2% |
| s.5050 |
3.4% |
14.9% |
19.6% |
19.6% |
19.6% |
26.7% |
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| s.aron |
9.4% |
15.0% |
15.5% |
12.7% |
12.2% |
13.0% |
| Peer Group* average |
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
9.1% |
13.5% |
14.0% |
11.3% |
10.5% |
10.7% |
| Global Equities (ACWI) |
10.3% |
17.8% |
19.2% |
16.1% |
16.3% |
|
| U.S. Equities (SPY) |
11.9% |
19.0% |
20.7% |
17.2% |
16.5% |
16.6% |
| U.S. Bonds (BND) |
5.9% |
7.7% |
6.4% |
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 |
| s.talg |
12% |
15.7% |
16.7% |
13.4% |
13.4% |
15% |
| s.tals |
13.1% |
15% |
15.7% |
12.8% |
12.4% |
14% |
| s.talb |
11.6% |
15.1% |
15.5% |
12.4% |
11.9% |
13.4% |
| s.talc |
11.9% |
13.9% |
14.1% |
11.5% |
10.9% |
12.2% |
| s.wors |
5.3% |
5.7% |
5.9% |
5.7% |
5.5% |
0% |
| s.talm |
13.8% |
15.2% |
16.1% |
13.1% |
13% |
0% |
| s.swan |
10.6% |
13% |
16.4% |
14.1% |
14% |
0% |
| s.plus |
8.6% |
14.1% |
13.6% |
11.3% |
10.6% |
10.7% |
| s.noeq |
13% |
14.9% |
13.8% |
11.9% |
11.7% |
12.7% |
| s.ivyp |
8.3% |
13% |
14.4% |
11.7% |
11.7% |
0% |
| s.dali |
6.3% |
9.9% |
9.7% |
7.7% |
7.1% |
0% |
| s.brow |
7.5% |
10.5% |
9.7% |
8% |
7.6% |
7.8% |
| s.yale |
10.6% |
15.6% |
15.7% |
12.5% |
11.9% |
13.1% |
| s.seco |
9.6% |
16.6% |
18.2% |
15% |
14.8% |
15.4% |
| s.nobr |
10.4% |
15.8% |
17% |
13.7% |
13.5% |
13.9% |
| s.aron |
9.4% |
15% |
15.5% |
12.7% |
12.2% |
13% |
| s.lowv |
6% |
7.9% |
8.2% |
7.2% |
0% |
0% |
| s.bens |
8.2% |
14.2% |
15.3% |
12.9% |
12.9% |
13.7% |
| s.aggr |
9.6% |
15.9% |
17% |
14.3% |
0% |
0% |
| s.8020 |
10.8% |
16.3% |
17.5% |
14.3% |
13.7% |
13.9% |
| s.7030 |
9.9% |
14.9% |
15.7% |
12.8% |
12.1% |
12.2% |
| s.smar |
8.1% |
11.8% |
13% |
10.6% |
10.3% |
11% |
| s.marg |
7.7% |
13.8% |
14.4% |
11.8% |
11.5% |
12.2% |
| s.coff |
10.1% |
13.5% |
13.9% |
11.1% |
10.6% |
11.4% |
| s.buyh |
8.1% |
12.1% |
12.6% |
10.2% |
10% |
10.9% |
| s.swen |
11.2% |
15.6% |
15.6% |
12.5% |
11.9% |
0% |
| s.mode |
8.8% |
13.4% |
13.8% |
11.2% |
10.8% |
0% |
| s.lazy |
10% |
14.8% |
16.7% |
13.3% |
12.9% |
0% |
| s.have |
11.4% |
12.8% |
12.7% |
10.5% |
10.4% |
0% |
| s.grah |
9.3% |
12.7% |
13% |
10.3% |
9.7% |
0% |
| s.couc |
7.9% |
12.3% |
12.7% |
10.1% |
9.4% |
9.7% |
| s.712 |
8.4% |
12.8% |
14.3% |
11.7% |
11.6% |
0% |
| s.6040 |
9.1% |
13.5% |
14% |
11.3% |
10.5% |
10.7% |
| s.5050 |
8.3% |
12.3% |
12.3% |
9.8% |
9.1% |
9.2% |
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| s.aron |
6.0% |
10.2% |
10.3% |
8.4% |
7.8% |
8.8% |
| Peer Group* average |
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
5.1% |
8.9% |
8.9% |
7.2% |
6.5% |
7.0% |
| Global Equities (ACWI) |
5.6% |
11.5% |
12.2% |
10.5% |
10.5% |
|
| U.S. Equities (SPY) |
5.8% |
12.1% |
12.6% |
10.8% |
10.1% |
11.0% |
| U.S. Bonds (BND) |
4.0% |
5.4% |
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 |
| s.talg |
6.4% |
10% |
10.6% |
8.2% |
8.1% |
9.8% |
| s.tals |
8.4% |
9.7% |
10.6% |
8.6% |
8% |
9.6% |
| s.talb |
7.8% |
10.1% |
10.5% |
8.3% |
7.5% |
9.1% |
| s.talc |
8% |
9.2% |
9.4% |
7.5% |
6.8% |
8.2% |
| s.wors |
2.3% |
4.5% |
4% |
3.8% |
3.6% |
0% |
| s.talm |
7.7% |
9.7% |
10.4% |
8.2% |
7.9% |
0% |
| s.swan |
3.6% |
7.8% |
10.4% |
9.1% |
9.5% |
0% |
| s.plus |
4.1% |
9.1% |
8.4% |
6.6% |
6.1% |
6.3% |
| s.noeq |
7.9% |
9.9% |
8.9% |
7.4% |
7.2% |
8.1% |
| s.ivyp |
5.3% |
9.1% |
9.9% |
7.9% |
7.7% |
0% |
| s.dali |
3.8% |
7% |
6.6% |
5% |
4.6% |
0% |
| s.brow |
3.9% |
6.7% |
5.9% |
4.7% |
4.3% |
4.6% |
| s.yale |
7.2% |
10.8% |
10.6% |
8.4% |
7.6% |
9% |
| s.seco |
5.3% |
10.8% |
11.6% |
9.8% |
9.4% |
10.4% |
| s.nobr |
6.1% |
10.2% |
10.9% |
9% |
8.6% |
9.4% |
| s.aron |
6% |
10.2% |
10.3% |
8.4% |
7.8% |
8.8% |
| s.lowv |
3.1% |
5% |
5.5% |
4.7% |
0% |
0% |
| s.bens |
4.8% |
9.2% |
9.8% |
8.4% |
8.2% |
9.3% |
| s.aggr |
5.7% |
10.2% |
11% |
9.3% |
0% |
0% |
| s.8020 |
5.8% |
10.5% |
10.9% |
9.1% |
8.4% |
9.2% |
| s.7030 |
5.4% |
9.7% |
9.9% |
8.1% |
7.4% |
8.1% |
| s.smar |
4.9% |
7.7% |
8.6% |
7% |
6.6% |
7.5% |
| s.marg |
4.4% |
9.5% |
9.6% |
7.8% |
7.4% |
8.4% |
| s.coff |
6.7% |
9.1% |
9.3% |
7.4% |
6.8% |
7.7% |
| s.buyh |
5.2% |
8.2% |
8.4% |
6.8% |
6.5% |
7.4% |
| s.swen |
7.7% |
10.7% |
10.5% |
8.3% |
7.6% |
0% |
| s.mode |
5.5% |
9% |
9.2% |
7.4% |
6.9% |
0% |
| s.lazy |
6.9% |
10.3% |
11.3% |
9% |
8.5% |
0% |
| s.have |
5.7% |
8.4% |
8.3% |
6.9% |
6.6% |
0% |
| s.grah |
5.8% |
8.5% |
8.7% |
6.9% |
6.3% |
0% |
| s.couc |
4.5% |
8.4% |
8.1% |
6.5% |
5.8% |
6.5% |
| s.712 |
5.4% |
8.8% |
9.8% |
8% |
7.7% |
0% |
| s.6040 |
5.1% |
8.9% |
8.9% |
7.2% |
6.5% |
7% |
| s.5050 |
4.9% |
8.2% |
7.9% |
6.3% |
5.6% |
6% |
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| s.aron |
0.77 |
0.81 |
0.77 |
0.74 |
0.73 |
0.76 |
| Peer Group* average |
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
0.78 |
0.74 |
0.71 |
0.67 |
0.65 |
0.65 |
| Global Equities (ACWI) |
0.86 |
0.94 |
0.94 |
0.94 |
0.99 |
|
| U.S. Equities (SPY) |
1.00 |
1.00 |
1.00 |
1.00 |
1.00 |
1.00 |
| U.S. Bonds (BND) |
0.78 |
0.74 |
0.71 |
0.67 |
0.65 |
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 |
| s.talg |
0.738172670342075 |
0.760977003727795 |
0.765499664209189 |
0.688131437692604 |
0.679457247678199 |
0.741028784181152 |
| s.tals |
0.952600270801658 |
0.763026935503759 |
0.756716859877538 |
0.702306329824116 |
0.700733454174076 |
0.759384811048315 |
| s.talb |
0.879045659948178 |
0.800160808045414 |
0.776763641587717 |
0.699477583979694 |
0.672955861780377 |
0.733759242026547 |
| s.talc |
0.855416079155471 |
0.71780853469627 |
0.696560346999696 |
0.637593194956587 |
0.614321682034849 |
0.666486417866185 |
| s.wors |
-0.000482760404684586 |
0.193614382828762 |
0.0854323879664243 |
0.0213463837106337 |
-0.00773090196601314 |
0 |
| s.talm |
0.654435466539004 |
0.680174119051519 |
0.703086357457579 |
0.628395512366113 |
0.616056542194024 |
0 |
| s.swan |
0.23627025232548 |
0.441957263249438 |
0.558200209118454 |
0.543057921687964 |
0.578390405560473 |
0 |
| s.plus |
0.599384543632 |
0.660129024531192 |
0.552227229647837 |
0.439470758182125 |
0.356051812176646 |
0.350091730621522 |
| s.noeq |
0.660281034201536 |
0.641308211855605 |
0.540825984848491 |
0.391180869701929 |
0.304357719413414 |
0.368130023974071 |
| s.ivyp |
0.609997556079835 |
0.686681677431296 |
0.692782806675208 |
0.65675999280805 |
0.678460157502701 |
0 |
| s.dali |
0.454032642519396 |
0.521722227375769 |
0.474306276041658 |
0.394673592293351 |
0.354595012515299 |
0 |
| s.brow |
0.477944997121823 |
0.488626007190739 |
0.404462428982191 |
0.319836222647965 |
0.261179645889437 |
0.258205769058132 |
| s.yale |
0.797621625852314 |
0.831809324935965 |
0.785483295156896 |
0.71305959038834 |
0.685462808677462 |
0.739824469282962 |
| s.seco |
0.800631440577615 |
0.888153323470397 |
0.895959241197225 |
0.885137392982652 |
0.905062519329853 |
0.923708551431113 |
| s.nobr |
0.80674597413421 |
0.839242699740136 |
0.838729625616768 |
0.804544896121854 |
0.821471572712075 |
0.834744168975129 |
| s.aron |
0.769127711053293 |
0.808469819387542 |
0.773925800042601 |
0.737434342311518 |
0.729222090366014 |
0.75702646022431 |
| s.lowv |
0.291196476792412 |
0.357405521633945 |
0.382303456425855 |
0.368889668182378 |
0 |
0 |
| s.bens |
0.657697429168955 |
0.753001200760348 |
0.759058362181913 |
0.757513313140981 |
0.787468585974104 |
0.817640121116116 |
| s.aggr |
0.739407063128457 |
0.818380584894971 |
0.814560636331708 |
0.807230810748329 |
0 |
0 |
| s.8020 |
0.924853677332183 |
0.88092375357649 |
0.871299724067278 |
0.849610081061617 |
0.842033559359779 |
0.840974719894875 |
| s.7030 |
0.853602546464834 |
0.81135216382295 |
0.792004343084288 |
0.761284431621474 |
0.747528888420171 |
0.745305338062145 |
| s.smar |
0.634231693429011 |
0.631206306707016 |
0.646153708992804 |
0.623861717984751 |
0.633722078594089 |
0.662944639305502 |
| s.marg |
0.60269217015528 |
0.741727087385565 |
0.72295044074877 |
0.692742065726282 |
0.699619152243642 |
0.721016059029024 |
| s.coff |
0.776009306200789 |
0.719415024879536 |
0.69572349367963 |
0.648108212146089 |
0.639288335764928 |
0.66803325717103 |
| s.buyh |
0.574729096348631 |
0.631856109370709 |
0.620317380535138 |
0.589406946782 |
0.601832342624681 |
0.633900989653681 |
| s.swen |
0.836068900864936 |
0.829833688223015 |
0.778947484711973 |
0.708431996374079 |
0.679812308694806 |
0 |
| s.mode |
0.695145244386411 |
0.716681262675709 |
0.694946420924095 |
0.653672271486273 |
0.651910273891356 |
0 |
| s.lazy |
0.732691249776465 |
0.784571719757163 |
0.796569605713798 |
0.748645962562334 |
0.75344947027907 |
0 |
| s.have |
0.41329035442809 |
0.512468255845242 |
0.513104464542793 |
0.460495961734198 |
0.463999939077283 |
0 |
| s.grah |
0.606008893144357 |
0.649647268371335 |
0.631724184290043 |
0.584968540224817 |
0.570990717641392 |
0 |
| s.couc |
0.674555311906379 |
0.681441042710607 |
0.64676411633924 |
0.60344146441664 |
0.577440311773267 |
0.577717167350975 |
| s.712 |
0.634258973177603 |
0.683742682257105 |
0.69290600162493 |
0.666344234931119 |
0.687536223495442 |
0 |
| s.6040 |
0.782351415597485 |
0.74178057406941 |
0.712708962101299 |
0.672958782181331 |
0.653024217480563 |
0.649635956229415 |
| s.5050 |
0.711100284730137 |
0.672208984315871 |
0.63341358111831 |
0.584633132741187 |
0.558519546540956 |
0.553966574396686 |
Compare: Correlation
for period ending February 28, 2025
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| to Global Stocks (ACWI) |
0.95 |
0.98 |
0.98 |
0.98 |
0.97 |
|
| to S&P500 (SPY) |
0.90 |
0.94 |
0.95 |
0.94 |
0.94 |
0.94 |
| to U.S. Bonds (BND) |
0.82 |
0.84 |
0.76 |
0.58 |
0.45 |
0.42 |
| to Commodities (DBC) |
-0.33 |
0.20 |
0.39 |
0.40 |
0.49 |
0.51 |
| to Gold (GLD) |
0.19 |
0.39 |
0.31 |
0.22 |
0.22 |
0.22 |
