Lazy Portfolio: Aronson Family Taxable
for period ending August 31, 2026
Quick Links
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
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.
Discover High‑Return, Low‑Risk Portfolios
Investor subscribers ($25/mo) get the exact fund-allocation percentages for every strategic (s.) and tactical (t.) Portfolio Recipe—updated on the first trading day of each month—plus multi‑year performance tools.
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.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 |
11.5% |
2.2% |
16.5% |
14.5% |
5.7% |
8.5% |
8.4% |
7.4% |
| 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 |
| 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% |
| |
|
|
|
|
|
| s.aron |
9.8% |
-19.0% |
14.5% |
9.9% |
15.9% |
| 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 |
| 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.
Ready to invest in a portfolio recipe?
Paid subscribers get the investable percentage allocations for all 200+ recipes. Tactical allocations update at the start of each month.
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)
Beta 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 |
-0.7% |
-4.3% |
-6.7% |
-5.1% |
-4.8% |
-2.5% |
| 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 |
| 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% |
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| s.aron |
1.3% |
-2.2% |
-5.0% |
-3.4% |
-3.0% |
-1.5% |
| 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 |
| 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% |
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| s.aron |
1.14 |
0.92 |
0.15 |
0.50 |
0.61 |
0.49 |
| 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 |
| 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 |
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| s.aron |
1.94 |
1.53 |
0.20 |
0.72 |
0.90 |
0.71 |
| 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 |
| 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 |
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| s.aron |
1.8 |
1.4 |
0.2 |
0.8 |
0.9 |
0.7 |
| 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 |
| 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
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| s.aron |
5.5% |
5.5% |
24.3% |
24.3% |
24.3% |
41.1% |
| 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 |
| 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% |
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| s.aron |
11.9% |
12.1% |
13.6% |
12.9% |
12.0% |
13.2% |
| 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 |
| 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% |
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| s.aron |
6.9% |
6.7% |
9.1% |
8.5% |
7.7% |
8.9% |
| 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 |
| 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% |
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| s.aron |
0.70 |
0.74 |
0.75 |
0.73 |
0.73 |
0.75 |
| 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 |
| 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) |
0.95 |
0.96 |
0.97 |
0.97 |
0.97 |
|
| to S&P500 (SPY) |
0.86 |
0.90 |
0.93 |
0.93 |
0.93 |
0.94 |
| to U.S. Bonds (BND) |
0.69 |
0.75 |
0.79 |
0.61 |
0.53 |
0.44 |
| to Commodities (DBC) |
-0.33 |
-0.23 |
0.05 |
0.33 |
0.38 |
0.47 |
| to Gold (GLD) |
0.44 |
0.20 |
0.33 |
0.26 |
0.27 |
0.22 |
