Lazy Portfolio: Aronson Family Taxable
for period ending March 31, 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 March 31, 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 |
-0.5% |
-2.8% |
4.3% |
2.5% |
9.2% |
6.0% |
7.3% |
6.9% |
Peer Group* average |
|
|
|
|
|
|
|
|
60% Equity / 40% Bonds |
-1.8% |
-3.5% |
6.4% |
5.2% |
10.7% |
7.8% |
8.8% |
7.6% |
Global Equities (ACWI) |
-0.9% |
-3.7% |
7.5% |
7.2% |
15.2% |
9.0% |
8.9% |
|
U.S. Equities (SPY) |
-4.3% |
-5.6% |
8.3% |
9.0% |
18.5% |
12.4% |
13.0% |
10.1% |
U.S. Bonds (BND) |
2.8% |
0.0% |
4.9% |
0.4% |
-0.3% |
1.4% |
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 |
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s.talg |
5.43281262279605% |
0.335368955353095% |
18.5680054054723% |
8.02989745043139% |
14.4722440883744% |
9.33826479446129% |
9.86652154516421% |
9.98083422908977% |
s.tals |
-1.79501845951078% |
-3.00003616232787% |
3.78410346310258% |
0.995088997673377% |
8.3572024387194% |
4.68898583022483% |
6.66046834919563% |
6.25587480853032% |
s.talb |
0.208829922668907% |
-2.80980665963761% |
7.26942127504655% |
2.44781184044121% |
9.16385289056509% |
6.27528034313152% |
8.11216860242856% |
7.36007763426252% |
s.talc |
1.55207368789665% |
-2.02322776079784% |
7.45876964464944% |
2.9546212830037% |
8.44143584137063% |
6.11299921627175% |
7.73959676255151% |
7.16969390807842% |
s.wors |
5.38601626207145% |
2.28062043050774% |
9.03564090060598% |
-1.81385143983884% |
1.02711297739861% |
0.507011623858888% |
-0.329459988658942% |
0% |
s.talm |
8.26769548612898% |
1.85844265519798% |
18.0224589338938% |
7.26103642576446% |
13.4708773686752% |
8.56291202171446% |
9.18501499256132% |
0% |
s.swan |
9.54518571662815% |
4.27046228454056% |
11.502511029094% |
5.4226603717576% |
16.3405609983195% |
6.27200218526749% |
3.49307870230833% |
0% |
s.plus |
4.36218708906391% |
-0.0508864745175635% |
15.6203560339263% |
6.1633907415471% |
8.40471900841255% |
8.30492473247055% |
8.86800253199214% |
9.18891188766724% |
s.noeq |
8.83880725959749% |
1.88436474534143% |
15.8401315426097% |
2.08926704087167% |
5.02825517414667% |
4.98814003108801% |
6.65725399753025% |
7.83067440396659% |
s.ivyp |
2.56534000453332% |
-1.08441653224095% |
6.46921185040286% |
2.17593593704479% |
11.0106368061309% |
5.8536803615528% |
6.35726088077224% |
0% |
s.dali |
2.97516646486446% |
-0.542139859471338% |
7.20833806387493% |
1.86129583719339% |
5.60959628924014% |
4.53562863830139% |
5.29451195152939% |
0% |
s.brow |
5.04289801599362% |
0.706845832878088% |
12.7092790288558% |
4.89336428213083% |
6.14764285776033% |
5.84600585562489% |
6.41890915095489% |
6.95457917778299% |
s.yale |
1.06491348141218% |
-2.72680210033816% |
6.42997934782872% |
1.5222654939822% |
8.40727041632292% |
5.9081423499066% |
7.64435003339741% |
7.06795936349662% |
s.seco |
-1.34474432285016% |
-3.75126949383136% |
7.37351563121602% |
6.79418043164111% |
14.456632388931% |
8.88698634495555% |
9.497651270961% |
8.09726551572407% |
s.nobr |
0.0340606671048738% |
-3.21625974160672% |
5.04218194329713% |
5.14480031421363% |
11.8174417192417% |
7.04652108619581% |
8.18233213657156% |
7.19445002872994% |
s.aron |
-0.527174785370632% |
-2.77884198052065% |
4.33395423579441% |
2.54439351633127% |
9.24267480451353% |
6.0191659649153% |
7.27120450605296% |
6.86721948264608% |
s.lowv |
5.05467270990927% |
1.44610868619276% |
10.9390261194309% |
5.3172003101748% |
6.76919932573541% |
4.8048570247651% |
0% |
0% |
s.bens |
1.10462110975831% |
-1.988202268263% |
7.06693372697% |
6.21686138120108% |
12.7360351249949% |
7.35919149258704% |
7.72563856406585% |
7.12958523302289% |
s.aggr |
0.428316813435492% |
-1.76290221341807% |
5.09015837748068% |
4.65127046589104% |
11.8628990627464% |
6.72561088766965% |
0% |
0% |
s.8020 |
-3.31037022942005% |
-4.68168193684653% |
6.81022622764129% |
6.68136570708895% |
14.3606669692821% |
9.80390750556355% |
10.7780586125098% |
8.91163630442047% |
s.7030 |
-2.5492628902725% |
-4.09485473951846% |
6.61358490386619% |
5.94699279987778% |
12.505118320557% |
8.80361704632424% |
9.77667120692154% |
8.26156537673355% |
s.smar |
-0.123178766962073% |
-2.26786762719894% |
4.85761407302909% |
4.10654439228846% |
9.80852210422036% |
5.86361946232876% |
6.75472282464022% |
6.31355561924629% |
s.marg |
1.21356173435536% |
-1.96915149914681% |
7.2098186837092% |
3.98492055157864% |
10.397480603777% |
6.47635380156184% |
7.03899796258611% |
6.43761418612643% |
s.coff |
0.0217519884653461% |
-2.58902387393359% |
4.31011365666636% |
2.36199244738167% |
8.39667275287221% |
5.41254760924879% |
6.87486707693723% |
6.40545984070722% |
s.buyh |
1.6165825042922% |
-1.56175986308639% |
4.62223554193122% |
2.54551271845191% |
7.89914723714136% |
4.72034882729611% |
5.65792413370532% |
5.70968684439188% |
s.swen |
1.64366815258985% |
-2.27171442874478% |
6.44996650451715% |
1.90757014328273% |
8.57867279878781% |
6.07500732539699% |
7.84276821155692% |
0% |
s.mode |
0.13741065817523% |
-2.06347820166832% |
6.09354081827223% |
3.27218428191409% |
8.8433583126617% |
5.86545558904632% |
6.86533146970105% |
0% |
s.lazy |
3.05774459863475% |
-0.450663754982747% |
5.38214811248836% |
3.18559857233109% |
11.9010317371548% |
5.45605612201292% |
6.36221064726394% |
0% |
s.have |
9.07216516589129% |
2.9908115918971% |
18.3361191466282% |
6.26268925336175% |
9.59842905221753% |
6.39545228151825% |
6.78103771784773% |
0% |
s.grah |
3.93602542249161% |
-0.441650592065085% |
7.18716779091835% |
4.16290461049076% |
8.84090983403924% |
5.19091675902614% |
6.245941225326% |
0% |
s.couc |
-0.309546590911902% |
-2.58780954693676% |
6.78150840000113% |
4.12453562414807% |
10.1390315330147% |
7.21149528249667% |
8.00907167302498% |
7.00030863786258% |
s.712 |
1.51412874590391% |
-0.901067261651801% |
4.827363082253% |
2.40014185508666% |
10.2819950297204% |
5.0380557811343% |
5.47413874253861% |
0% |
s.6040 |
-1.78802684722259% |
-3.50802754219038% |
6.40538752620463% |
5.19913972898127% |
10.6565677530086% |
7.78917520011824% |
8.76081212125888% |
7.58994681439185% |
s.5050 |
-1.02669677936524% |
-2.92120034486231% |
6.18572324081939% |
4.43810724249738% |
8.81549242563613% |
6.76116966178844% |
7.73105944972456% |
6.89733329249078% |
|
|
|
|
|
|
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 March 31, 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 |
-4.1% |
-7.0% |
-7.8% |
-5.3% |
-4.1% |
-2.0% |
Peer Group* average |
|
|
|
|
|
|
60% Equity / 40% Bonds |
-1.4% |
-3.9% |
-5.0% |
-2.1% |
-0.7% |
0.4% |
Global Equities (ACWI) |
-0.2% |
-1.7% |
-2.5% |
-3.1% |
-4.3% |
|
U.S. Equities (SPY) |
0.0% |
0.0% |
0.0% |
0.0% |
0.0% |
0.0% |
U.S. Bonds (BND) |
-3.2% |
-15.0% |
-24.7% |
-12.6% |
-8.7% |
-3.8% |
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 |
13.9195861431664% |
-0.447295215248824% |
-1.61682994708226% |
-1.27272153939879% |
-1.48057946638977% |
0.687272514345707% |
s.tals |
-4.4761218854264% |
-8.78959382045274% |
-8.89772726149458% |
-7.09206398255179% |
-5.04969700399285% |
-3.23688841853876% |
s.talb |
-0.801560513603302% |
-7.10432397203579% |
-7.86200375252859% |
-4.89611685831477% |
-2.72154529703882% |
-1.60954077022344% |
s.talc |
-0.620085953805995% |
-6.75770480502151% |
-8.22609441696368% |
-4.69834014840222% |
-2.56019512363913% |
-1.24903370807425% |
s.wors |
6.84118968419607% |
-24.8723529556116% |
-22.2722695920434% |
-14.8766530895377% |
-16.3915623576545% |
0% |
s.talm |
11.0288930199585% |
-1.33091259935995% |
-2.47921817110146% |
-2.13920946096968% |
-2.09289890529675% |
0% |
s.swan |
6.98586326254572% |
-3.61062769626875% |
1.83445737129621% |
-5.53341755340137% |
-9.40708959118072% |
0% |
s.plus |
14.9019762282403% |
-2.63392742393508% |
-8.39751583484555% |
-1.26852676639276% |
-0.598480391337407% |
2.95530692311923% |
s.noeq |
8.60777089280828% |
-7.4958107089014% |
-12.9836189032141% |
-6.45088839946905% |
-4.72682662667357% |
-0.645864847825518% |
s.ivyp |
-0.783424582611524% |
-8.05630604447967% |
-4.37271159822411% |
-5.15858377635235% |
-5.0853388235393% |
0% |
s.dali |
1.63535019602959% |
-9.93401465834078% |
-10.8510349772067% |
-5.4012995327917% |
-3.44510756192803% |
0% |
s.brow |
11.8376329084644% |
-4.55114387086134% |
-10.0613131803928% |
-2.93103469291744% |
-1.58728791442689% |
2.21808104652737% |
s.yale |
-1.55912819239297% |
-8.00074372713358% |
-8.99971576000129% |
-5.42824011779533% |
-3.43379574334002% |
-1.86057654944297% |
s.seco |
-0.221054411401215% |
-2.0440316735126% |
-2.6639398220293% |
-2.78915352525717% |
-2.86554091893109% |
-1.65775246181238% |
s.nobr |
-3.18986420905585% |
-3.88827816571566% |
-5.15055616750507% |
-4.42098450533069% |
-3.69214594932889% |
-2.0882235148526% |
s.aron |
-4.08552264074205% |
-6.98248620568278% |
-7.78539087743645% |
-5.32360555569148% |
-4.09398128837419% |
-2.04311840391776% |
s.lowv |
9.88935366787827% |
-3.9629388315512% |
-7.1551539004497% |
-4.47941337759488% |
0% |
0% |
s.bens |
0.108345773851041% |
-2.5622386580415% |
-2.72524212373624% |
-3.6257473495358% |
-3.9020131476248% |
-2.05962328394051% |
s.aggr |
-3.06936573143023% |
-4.44969343424406% |
-5.05081688783634% |
-5.02407159574936% |
0% |
0% |
s.8020 |
-1.27756318072274% |
-2.14686189118353% |
-2.49878899036531% |
-1.33334320921333% |
-0.60097350318898% |
0.0582083307557522% |
s.7030 |
-1.30565150301981% |
-2.93966263216408% |
-3.6469050993063% |
-1.64836056593335% |
-0.59989767314371% |
0.236467569188681% |
s.smar |
-3.36481294481188% |
-5.60548525896334% |
-5.09615459947625% |
-4.63464377729298% |
-3.59063289131754% |
-1.80983437083241% |
s.marg |
0.496980450935864% |
-5.46560774611437% |
-5.55469891276266% |
-4.29877623509058% |
-4.01274604580159% |
-2.24701948830251% |
s.coff |
-4.08692097082831% |
-7.5927690161607% |
-8.09122074578226% |
-5.58180512103105% |
-3.6413481418867% |
-1.8516268475086% |
s.buyh |
-3.72887712723198% |
-7.81913476835879% |
-8.1379489112748% |
-6.27440893573036% |
-5.14438577784991% |
-2.6129248671647% |
s.swen |
-1.60976751539051% |
-7.56635298628091% |
-8.75571821991708% |
-5.19151612639712% |
-3.12976169290522% |
0% |
s.mode |
-1.61168799123297% |
-6.45574968307848% |
-7.41732564110443% |
-4.93708250876118% |
-3.80732552585511% |
0% |
s.lazy |
-2.6889288370697% |
-6.29178201225846% |
-4.54261197275364% |
-6.24764025177365% |
-5.66991337371414% |
0% |
s.have |
13.8466275185118% |
-2.42244817056339% |
-5.77961674131782% |
-3.78209290712438% |
-3.6869014094332% |
0% |
s.grah |
-0.0229237447999977% |
-5.37972933865624% |
-6.80929104153051% |
-5.55733529233324% |
-4.00432405002385% |
0% |
s.couc |
-0.409663810356898% |
-5.49883964488356% |
-4.86052369456249% |
-2.14834766858521% |
-0.746165751979648% |
0.225506120639865% |
s.712 |
-3.40437887993848% |
-7.79393559283963% |
-5.18928318871043% |
-6.31500098548865% |
-6.24259908138829% |
0% |
s.6040 |
-1.3634560359739% |
-3.89261864375801% |
-5.04869131406245% |
-2.08884828379149% |
-0.657275214977831% |
0.404044694767084% |
s.5050 |
-1.46224531732297% |
-5.04265931974398% |
-6.78490976651302% |
-2.7123548626396% |
-0.817885332507499% |
0.539099869911601% |
|
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
s.aron |
-2.8% |
-5.7% |
-5.5% |
-3.7% |
-2.6% |
-1.2% |
Peer Group* average |
|
|
|
|
|
|
60% Equity / 40% Bonds |
-1.0% |
-2.9% |
-3.5% |
-1.3% |
-0.3% |
0.4% |
Global Equities (ACWI) |
-0.1% |
-1.6% |
-2.0% |
-2.8% |
-3.9% |
|
U.S. Equities (SPY) |
0.0% |
0.0% |
0.0% |
0.0% |
0.0% |
0.0% |
U.S. Bonds (BND) |
-0.8% |
-6.2% |
-7.4% |
-2.3% |
-0.1% |
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 |
11.8947968911637% |
-0.00349094544684858% |
0.119032804159295% |
0.20438630648415% |
0.632090363624165% |
2.0535781541115% |
s.tals |
-3.91788966778511% |
-7.12803229111631% |
-5.83166140243418% |
-4.69790441088252% |
-2.87695022528507% |
-1.86273345064033% |
s.talb |
-0.263145539921473% |
-5.79371902295151% |
-5.58298316610349% |
-3.06965448898535% |
-1.1177141598301% |
-0.545193305627427% |
s.talc |
0.102362005352782% |
-5.00203864728745% |
-5.13173838211558% |
-2.58835919603005% |
-0.807524492940675% |
-0.16780558570891% |
s.wors |
4.66351743850837% |
-7.92618175558465% |
-4.27984181496449% |
-1.87690142803845% |
-1.71854837237481% |
0% |
s.talm |
11.8704976725122% |
-0.466138651445609% |
0.332871065130281% |
0.0703899999579942% |
0.713303519660856% |
0% |
s.swan |
7.06639720967305% |
-1.421487204908% |
6.25415486622492% |
-1.24716722251708% |
-4.54083527946427% |
0% |
s.plus |
9.24932714151464% |
-1.58199453193493% |
-3.94352625263409% |
1.65012090691895% |
3.25509559006601% |
4.49614184885613% |
s.noeq |
9.64830237858177% |
-5.524669268994% |
-6.53796928852741% |
-1.13460549622257% |
1.71725821278371% |
3.01152586928829% |
s.ivyp |
-0.00649093115953447% |
-5.64131656532856% |
-2.07734923086041% |
-2.99491740775092% |
-2.90697448732789% |
0% |
s.dali |
1.19649370602189% |
-5.42958712655352% |
-4.7082264024518% |
-1.67866682529373% |
-0.295832080995342% |
0% |
s.brow |
6.81248654027735% |
-2.27079632599011% |
-3.65344736957771% |
0.41005939286423% |
1.91680864427894% |
3.03161368639944% |
s.yale |
-0.853296240259175% |
-6.83026121540659% |
-6.64029858233261% |
-3.56349647465887% |
-1.73285681102707% |
-0.884989382148323% |
s.seco |
-0.0833938681740216% |
-1.78088961308507% |
-2.07624613270358% |
-2.32880447202515% |
-2.41351431193533% |
-1.39100479051066% |
s.nobr |
-2.29056432147609% |
-3.26218863853518% |
-3.76906703713535% |
-3.35034726136633% |
-2.76563695960282% |
-1.5506345985887% |
s.aron |
-2.83666100184876% |
-5.7487324693957% |
-5.49233955652649% |
-3.69617937396683% |
-2.61173744619458% |
-1.22632491953375% |
s.lowv |
5.5952532518105% |
-1.38558297559331% |
-1.78826409248918% |
-1.10222519132051% |
0% |
0% |
s.bens |
0.301487061013507% |
-1.86771160056584% |
-1.58800864498288% |
-2.52827098256549% |
-2.79879919251493% |
-1.45580480764259% |
s.aggr |
-1.79633576895406% |
-3.65306539068557% |
-3.16050632033708% |
-3.65027301454344% |
0% |
0% |
s.8020 |
-1.13214426557032% |
-1.88828641101877% |
-2.09368618709693% |
-1.08746442594676% |
-0.450290087430012% |
0.095596252601263% |
s.7030 |
-1.04576896505208% |
-2.38304238328127% |
-2.78473284513163% |
-1.18806797916462% |
-0.362999502562561% |
0.245235356285587% |
s.smar |
-1.87837005523068% |
-3.58963324638152% |
-2.71707797221433% |
-2.70299793942542% |
-2.02566624439078% |
-0.99705025799808% |
s.marg |
0.563222058590772% |
-4.06640207529902% |
-3.55706585076847% |
-2.76091410101546% |
-2.49145293101304% |
-1.35053248015293% |
s.coff |
-2.83822208568557% |
-5.62711067353105% |
-5.05617950173928% |
-3.40784029148578% |
-1.97704644924274% |
-0.95155851272177% |
s.buyh |
-1.84043678715951% |
-5.13718116645136% |
-4.38305479609001% |
-3.47864055513511% |
-2.74101398673696% |
-1.35003290058762% |
s.swen |
-0.849444928549615% |
-6.42852396063977% |
-6.34551086165815% |
-3.33695641933566% |
-1.45977527066012% |
0% |
s.mode |
-0.798077378405334% |
-4.70301483819269% |
-4.61258371106297% |
-2.99091541096664% |
-2.1192313758439% |
0% |
s.lazy |
-1.25361234781631% |
-4.94575183686197% |
-2.48535327716399% |
-4.29668620949962% |
-3.74954062957568% |
0% |
s.have |
12.9663370115118% |
-0.897973718856834% |
-0.807015410291299% |
-0.364115330945255% |
0.0425406568198046% |
0% |
s.grah |
0.825304812451432% |
-3.55312066138151% |
-3.41274253485593% |
-2.92638781733939% |
-1.79093240098405% |
0% |
s.couc |
-0.17226967645392% |
-3.74237473853324% |
-2.98647400894498% |
-1.15382002162606% |
-0.16079354644681% |
0.388691527364051% |
s.712 |
-1.636509218182% |
-5.41572998317087% |
-2.68215738870627% |
-3.90332634449086% |
-3.89339046641022% |
0% |
s.6040 |
-0.970949718420301% |
-2.89127851922911% |
-3.46878142198959% |
-1.30282291934917% |
-0.290180597769512% |
0.373326825315126% |
s.5050 |
-0.907597379512209% |
-3.41269407076433% |
-4.14535475867158% |
-1.43114155165753% |
-0.231255278848113% |
0.480423334785304% |
|
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
s.aron |
0.01 |
-0.12 |
0.45 |
0.35 |
0.54 |
0.46 |
Peer Group* average |
|
|
|
|
|
|
60% Equity / 40% Bonds |
0.21 |
0.03 |
0.59 |
0.54 |
0.74 |
0.60 |
Global Equities (ACWI) |
0.31 |
0.17 |
0.74 |
0.50 |
0.54 |
|
U.S. Equities (SPY) |
0.33 |
0.26 |
0.87 |
0.69 |
0.81 |
0.60 |
U.S. Bonds (BND) |
0.06 |
-0.57 |
-0.49 |
-0.12 |
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 |
1.32502359819756 |
0.220988385403873 |
0.775849854953612 |
0.598229761508134 |
0.705928276998139 |
0.634456452478874 |
s.tals |
-0.00912722917855557 |
-0.222679905383754 |
0.396823550792114 |
0.248742502373143 |
0.477881459431046 |
0.390066504984083 |
s.talb |
0.266376426925712 |
-0.129953534540168 |
0.450776092369468 |
0.37887232859527 |
0.620732934117428 |
0.487040903625166 |
s.talc |
0.280300605485987 |
-0.115752938399686 |
0.425653425989277 |
0.385856712527058 |
0.626823071613002 |
0.50414866580792 |
s.wors |
0.811322215645509 |
-1.06407380716148 |
-0.353977502984711 |
-0.262745190924927 |
-0.295468654741585 |
0 |
s.talm |
1.12182834208276 |
0.173760630284815 |
0.729986548199094 |
0.546329137534528 |
0.666588996164859 |
0 |
s.swan |
0.827093266184488 |
0.0445787327181676 |
0.947860084597187 |
0.351890737108479 |
0.2087057203049 |
0 |
s.plus |
1.4024743095981 |
0.102598947657525 |
0.421327301555847 |
0.589263242635961 |
0.750266773293811 |
0.754288207882276 |
s.noeq |
0.952419610365042 |
-0.151398134655306 |
0.175920016834625 |
0.282816300513765 |
0.495605991233594 |
0.54370666287609 |
s.ivyp |
0.251710376815443 |
-0.187739857090958 |
0.619568017943091 |
0.359122599177413 |
0.472359868821867 |
0 |
s.dali |
0.42773238704535 |
-0.295406465419523 |
0.263097266564315 |
0.320778369628488 |
0.549256024285424 |
0 |
s.brow |
1.18431166358489 |
-0.0138588846175655 |
0.312032981622859 |
0.473746055683818 |
0.674064289911033 |
0.69814001623642 |
s.yale |
0.204868718920062 |
-0.175554360956208 |
0.392347243893515 |
0.346632702510274 |
0.575557862478558 |
0.470305234043011 |
s.seco |
0.303304282789538 |
0.144524363157607 |
0.7271779712118 |
0.516163272251122 |
0.624973064223534 |
0.492982823365714 |
s.nobr |
0.0782385250122844 |
0.0447631146939322 |
0.597325897879428 |
0.414083293254403 |
0.568436214258213 |
0.460591715334727 |
s.aron |
0.00524427236685666 |
-0.122827535955448 |
0.454124280878878 |
0.353877615040773 |
0.536094916244881 |
0.458595071580073 |
s.lowv |
1.04455880979121 |
0.00476697268311466 |
0.446439065131331 |
0.377302705129548 |
0 |
0 |
s.bens |
0.320272694109342 |
0.105747711383405 |
0.711854500729072 |
0.457336833584437 |
0.553064072921621 |
0.461923716221885 |
s.aggr |
0.0819371224047796 |
0.0150322252507651 |
0.600579617156181 |
0.380185923096825 |
0 |
0 |
s.8020 |
0.22940120592095 |
0.137985008740401 |
0.734984137068407 |
0.598574680728206 |
0.760433241573314 |
0.590567205027255 |
s.7030 |
0.223180969625207 |
0.0903623514768944 |
0.670324218081032 |
0.573423880870131 |
0.754726018131865 |
0.594887994184508 |
s.smar |
0.0547925641417091 |
-0.0630134812648578 |
0.578893858321408 |
0.386177126900899 |
0.561133094610741 |
0.465282269003802 |
s.marg |
0.348426612471371 |
-0.0468823652936864 |
0.56249913706523 |
0.41027466071753 |
0.538536721058207 |
0.442992900054884 |
s.coff |
0.00781137046480837 |
-0.161938613658105 |
0.430457807105495 |
0.331385543155029 |
0.557966927447903 |
0.463203408509428 |
s.buyh |
0.0258514854529362 |
-0.178740717430353 |
0.420354892278699 |
0.284488801558213 |
0.460399231075954 |
0.41449536376237 |
s.swen |
0.202772608664274 |
-0.152163290525217 |
0.405037466172576 |
0.360782402871669 |
0.594562482852082 |
0 |
s.mode |
0.19255143002874 |
-0.101389868544693 |
0.464954942245162 |
0.370190821103974 |
0.548678045800791 |
0 |
s.lazy |
0.112482467896516 |
-0.0867897569530304 |
0.621789400311466 |
0.302121789563361 |
0.441026583173643 |
0 |
s.have |
1.31874457270382 |
0.107299906415641 |
0.54841946594256 |
0.43726485297483 |
0.556652352076866 |
0 |
s.grah |
0.312776091058714 |
-0.0472530118443648 |
0.491253452979198 |
0.328512245571311 |
0.531333238809148 |
0 |
s.couc |
0.281586466171208 |
-0.0548431505300257 |
0.590324537610619 |
0.528361652166652 |
0.731680243017294 |
0.582046692894362 |
s.712 |
0.0504530947139438 |
-0.174764184804383 |
0.577390823620279 |
0.290225633221666 |
0.398711052973501 |
0 |
s.6040 |
0.214859304317859 |
0.0345212935806154 |
0.591437956442785 |
0.540397104342059 |
0.744834872852217 |
0.598379420818508 |
s.5050 |
0.203608845228171 |
-0.0313107448249279 |
0.49399571098059 |
0.495988297548765 |
0.727690673781609 |
0.599538144220873 |
|
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
s.aron |
0.01 |
-0.16 |
0.69 |
0.50 |
0.80 |
0.65 |
Peer Group* average |
|
|
|
|
|
|
60% Equity / 40% Bonds |
0.31 |
0.05 |
0.90 |
0.79 |
1.14 |
0.87 |
Global Equities (ACWI) |
0.46 |
0.23 |
1.19 |
0.74 |
0.82 |
|
U.S. Equities (SPY) |
0.50 |
0.37 |
1.43 |
1.04 |
1.26 |
0.88 |
U.S. Bonds (BND) |
0.31 |
0.05 |
0.90 |
0.79 |
1.14 |
0.87 |
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 |
2.22990922571852 |
0.309981813641317 |
1.22757401765991 |
0.911981874739218 |
1.11407854664615 |
0.941465891247184 |
s.tals |
-0.0131655164622193 |
-0.306185303847949 |
0.603477236027692 |
0.350236114965456 |
0.704504087954676 |
0.55187416745768 |
s.talb |
0.369466410707961 |
-0.17405137725016 |
0.66828112856411 |
0.537878077894101 |
0.923999684866334 |
0.689433978010458 |
s.talc |
0.393293327250326 |
-0.155457218068653 |
0.629845002135257 |
0.550747187140792 |
0.940983893570259 |
0.719735089085315 |
s.wors |
1.48991117424697 |
-1.14345070126943 |
-0.428019388113444 |
-0.354401484503017 |
-0.411112485316345 |
0 |
s.talm |
1.82414801415054 |
0.242832012005611 |
1.14875997382842 |
0.824109637965291 |
1.04076333464133 |
0 |
s.swan |
1.70343133399576 |
0.0643451421929925 |
1.7003896472258 |
0.533939256845588 |
0.301760922235087 |
0 |
s.plus |
2.4952414583518 |
0.142867366812872 |
0.632240768359268 |
0.924909779646011 |
1.22535260035019 |
1.21098672475352 |
s.noeq |
1.46232789240609 |
-0.205646060941887 |
0.253118292799535 |
0.42063563921293 |
0.769116853781817 |
0.821844587251562 |
s.ivyp |
0.342637380101055 |
-0.239846334831166 |
0.928011285606846 |
0.500534030376896 |
0.68249695811759 |
0 |
s.dali |
0.597667399731578 |
-0.365630607958182 |
0.36232784788371 |
0.44270071686387 |
0.790667488615131 |
0 |
s.brow |
1.89179735051036 |
-0.0186805946030305 |
0.453540197768037 |
0.7233248354237 |
1.07813774048342 |
1.10253105509126 |
s.yale |
0.277127209364542 |
-0.230482899201603 |
0.571628189554823 |
0.488498500077477 |
0.850265177551225 |
0.661007125305456 |
s.seco |
0.443089208417761 |
0.200839220289665 |
1.1682398856168 |
0.75539347888553 |
0.944679710532551 |
0.706539151355963 |
s.nobr |
0.11279401634474 |
0.0625096186763154 |
0.950534582712923 |
0.598438614236909 |
0.855795839117865 |
0.661146457599668 |
s.aron |
0.00716621417339008 |
-0.16322918537816 |
0.685236885593343 |
0.503201019274872 |
0.795062561929546 |
0.651273866464367 |
s.lowv |
1.73596976901843 |
0.00620583667871381 |
0.643827489292674 |
0.52458089455866 |
0 |
0 |
s.bens |
0.46296000937332 |
0.145050474376965 |
1.13369505850961 |
0.662654837408862 |
0.826128355360407 |
0.659971182983684 |
s.aggr |
0.117877917377906 |
0.0209771184292176 |
0.957848833861451 |
0.556453794715733 |
0 |
0 |
s.8020 |
0.337420362904728 |
0.191730309415078 |
1.17401440708094 |
0.889347436889138 |
1.17276500691778 |
0.860695653656736 |
s.7030 |
0.325797368976426 |
0.123827770379663 |
1.0486101286736 |
0.845649854086554 |
1.15847484095631 |
0.865832431494308 |
s.smar |
0.0769110216464308 |
-0.084732401839388 |
0.901945017898672 |
0.54535959632338 |
0.824769177752336 |
0.658561418282878 |
s.marg |
0.507298186820481 |
-0.0612606805690599 |
0.841213926991276 |
0.581282101595576 |
0.792779854140634 |
0.622389679719003 |
s.coff |
0.0106430857993063 |
-0.215657264148859 |
0.644347796641995 |
0.465264157007729 |
0.819120761008098 |
0.655262540682509 |
s.buyh |
0.0351729642869541 |
-0.23368199332525 |
0.627473077837878 |
0.398385335364791 |
0.673411423391943 |
0.585612772674533 |
s.swen |
0.274018162981009 |
-0.201522124060286 |
0.592460672571161 |
0.510179540107582 |
0.883109923446361 |
0 |
s.mode |
0.27057527182127 |
-0.134818169891304 |
0.697158940235624 |
0.52485387218444 |
0.81143596778649 |
0 |
s.lazy |
0.148930767617906 |
-0.113523925351607 |
0.966218306215062 |
0.423370970445878 |
0.638854726979297 |
0 |
s.have |
2.36567100470925 |
0.146088248970442 |
0.817989360343829 |
0.628157532853069 |
0.827936668769966 |
0 |
s.grah |
0.448773569967244 |
-0.0628637964165365 |
0.737273925056639 |
0.458811894169405 |
0.775321331227622 |
0 |
s.couc |
0.409182727638624 |
-0.0716393749305223 |
0.879753444444654 |
0.75974202844908 |
1.10098736794333 |
0.82849085929614 |
s.712 |
0.0687744456614372 |
-0.226486882481566 |
0.878923981944225 |
0.402344178425608 |
0.571966194538353 |
0 |
s.6040 |
0.310198190713224 |
0.046586274032465 |
0.903520366243164 |
0.789430785050858 |
1.13536306451624 |
0.868992205243439 |
s.5050 |
0.289351932855846 |
-0.0415525744623654 |
0.734723768076187 |
0.715856939469141 |
1.09782537081877 |
0.867532476589075 |
|
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
s.aron |
5.8 |
2.7 |
11.8 |
7.7 |
9.6 |
8.6 |
Peer Group* average |
|
|
|
|
|
|
60% Equity / 40% Bonds |
8.2 |
6.5 |
14.5 |
11.1 |
12.9 |
11.2 |
Global Equities (ACWI) |
9.0 |
7.3 |
16.3 |
9.3 |
8.7 |
|
U.S. Equities (SPY) |
8.0 |
8.6 |
18.1 |
12.1 |
12.7 |
9.8 |
U.S. Bonds (BND) |
8.2 |
6.5 |
14.5 |
11.1 |
12.9 |
11.2 |
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 |
33.3385817801296 |
10.6056561475361 |
19.4583385039601 |
13.2869728353066 |
14.2336349214054 |
13.1204850961235 |
s.tals |
4.12994520448674 |
0.867762914988639 |
11.2050298561502 |
6.19145745271506 |
9.08487321001664 |
7.80584379140576 |
s.talb |
8.81241175278974 |
2.67831450490135 |
11.7256809785592 |
8.50155843074475 |
11.6183727822926 |
9.58693657925705 |
s.talc |
9.65597493826111 |
3.71826930634654 |
12.0090222959508 |
9.09463357130257 |
12.1361547941437 |
10.2818034047193 |
s.wors |
-92.3822224445936 |
-13.3207035649885 |
5.44202737384292 |
12.988776495368 |
58.5051145533861 |
0 |
s.talm |
44.0314734006562 |
10.8931779605037 |
20.3386305506692 |
13.390260801725 |
14.6652903551258 |
0 |
s.swan |
-146.307085924086 |
13.4963867725563 |
36.1199899904381 |
11.4443207318662 |
5.57552497096406 |
0 |
s.plus |
33.0305929659639 |
9.08837778509653 |
13.5936198293133 |
18.3884164074754 |
24.0195896473408 |
25.4719886998112 |
s.noeq |
37.5577494913094 |
2.90080228517414 |
8.65782833427793 |
12.2039047291934 |
21.2925509242654 |
20.6605109206016 |
s.ivyp |
12.4596013619163 |
2.77060150975041 |
16.6124039858751 |
8.49188388239319 |
8.95397761399447 |
0 |
s.dali |
18.9381592334395 |
2.99262735900064 |
11.492029823838 |
10.7602019745001 |
14.0280555263719 |
0 |
s.brow |
37.4205457850276 |
9.67880717480007 |
13.6908991772347 |
17.5803933060578 |
23.4990446399816 |
25.916611914691 |
s.yale |
8.49460050161811 |
1.44075524663503 |
10.4427883380377 |
7.83533790697232 |
10.7139714235438 |
9.11670920084738 |
s.seco |
9.19122476176593 |
7.30180765032429 |
16.2074370871094 |
9.68790336706614 |
10.157222752727 |
8.41499341036058 |
s.nobr |
6.43407010018364 |
5.75565764846386 |
14.2010813011953 |
8.36553846484317 |
9.58655550486913 |
8.22996898215164 |
s.aron |
5.82434752119968 |
2.74836046873706 |
11.8428180518498 |
7.73056703359072 |
9.5514745570712 |
8.64721486065289 |
s.lowv |
60.0429485147084 |
14.8504067712433 |
18.8218396178513 |
12.4147392199222 |
0 |
0 |
s.bens |
11.7475753938239 |
7.93980517334341 |
17.1128559090301 |
9.34019612464626 |
9.45276917749453 |
8.34369369944842 |
s.aggr |
7.83244402137535 |
5.35717896850961 |
14.9488865403171 |
7.98562702684327 |
0 |
0 |
s.8020 |
7.18496894025656 |
7.18702339366735 |
16.1941657628868 |
11.1306481670169 |
12.39235721704 |
10.1887812618667 |
s.7030 |
7.63499487389635 |
6.90385583275005 |
15.4282001965837 |
11.1114170903893 |
12.618340872186 |
10.6255916399534 |
s.smar |
8.00210784863348 |
6.01181137198924 |
15.6501330454456 |
8.88732634802949 |
10.182043198706 |
9.03611595325568 |
s.marg |
12.733514268311 |
4.98835521960126 |
14.3702732183313 |
8.92529009560431 |
9.63762829682258 |
8.48923189932514 |
s.coff |
5.84245250475705 |
2.83602065418287 |
12.0857823104618 |
7.84563127998112 |
10.2716348232022 |
9.09868917841205 |
s.buyh |
8.76767222121073 |
3.54035576089067 |
12.8359763731146 |
7.48261845912204 |
8.90832929477722 |
8.50900156609086 |
s.swen |
8.46938668438859 |
1.92295383205969 |
10.7790783600558 |
8.13758631594005 |
11.1107462457083 |
0 |
s.mode |
9.46578687682589 |
4.13845144423437 |
12.7522079686668 |
8.50000844651829 |
10.0743323119781 |
0 |
s.lazy |
9.39676914798873 |
3.77225904117926 |
15.8691339175394 |
6.92886291173545 |
8.0772025049357 |
0 |
s.have |
97.9408376503199 |
12.6191519767138 |
19.9433739446764 |
13.6530478774712 |
14.2254859655609 |
0 |
s.grah |
14.8791970951076 |
6.04568840589555 |
14.4824921038406 |
8.40255972586043 |
10.4437986090868 |
0 |
s.couc |
10.3046887519914 |
5.59358027439631 |
15.1960957148705 |
11.4216679536533 |
13.2920878102076 |
11.5369197071254 |
s.712 |
9.18170423164834 |
3.11147222516196 |
15.6783686644345 |
7.1345258870086 |
7.5385432672151 |
0 |
s.6040 |
8.16499228635075 |
6.54888819657887 |
14.50552966536 |
11.0660920601112 |
12.8875183598922 |
11.1580245578911 |
s.5050 |
8.803585407317 |
6.10004200783113 |
13.369563125713 |
10.9838149579573 |
13.2228278207849 |
11.8366858178904 |

Compare: Risk & Volatility
for period ending March 31, 2025
|
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
s.aron |
4.1% |
13.5% |
24.3% |
24.3% |
24.3% |
41.1% |
Peer Group* average |
|
|
|
|
|
|
60% Equity / 40% Bonds |
4.2% |
10.3% |
20.7% |
20.7% |
20.7% |
32.2% |
Global Equities (ACWI) |
4.0% |
14.7% |
25.7% |
25.7% |
25.7% |
|
U.S. Equities (SPY) |
6.8% |
12.9% |
23.9% |
23.9% |
23.9% |
50.8% |
U.S. Bonds (BND) |
3.1% |
7.9% |
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% |
15.4% |
21.2% |
21.2% |
21.2% |
38.5% |
s.tals |
7.2% |
11.2% |
19.9% |
19.9% |
19.9% |
41.7% |
s.talb |
4.4% |
13.2% |
22.9% |
22.9% |
22.9% |
41.1% |
s.talc |
4.8% |
12.6% |
19.9% |
19.9% |
19.9% |
37.9% |
s.wors |
2.7% |
14.9% |
15.5% |
15.5% |
29.7% |
0% |
s.talm |
5.8% |
13.9% |
16.7% |
16.7% |
16.7% |
0% |
s.swan |
3.2% |
14% |
14.1% |
23.8% |
40.6% |
0% |
s.plus |
2.3% |
13.4% |
24% |
24% |
24% |
24% |
s.noeq |
5.8% |
16.9% |
24.1% |
24.1% |
24.1% |
24.1% |
s.ivyp |
3.1% |
14.2% |
17% |
18.1% |
18.1% |
0% |
s.dali |
2.2% |
11.1% |
17.9% |
17.9% |
17.9% |
0% |
s.brow |
2.6% |
10% |
17.5% |
17.5% |
17.5% |
17.5% |
s.yale |
4.2% |
15.4% |
25.6% |
25.6% |
25.6% |
42.2% |
s.seco |
4.1% |
13.6% |
24.5% |
24.5% |
24.5% |
49.2% |
s.nobr |
3.5% |
13.1% |
23.4% |
23.4% |
23.4% |
43.3% |
s.aron |
4.1% |
13.5% |
24.3% |
24.3% |
24.3% |
41.1% |
s.lowv |
3.1% |
8.4% |
13.2% |
13.2% |
0% |
0% |
s.bens |
2.6% |
12.5% |
19.8% |
19.8% |
19.8% |
45% |
s.aggr |
3.3% |
13.3% |
23.5% |
23.5% |
0% |
0% |
s.8020 |
6% |
11.5% |
22.7% |
22.7% |
22.7% |
42.1% |
s.7030 |
5.1% |
10.9% |
21.7% |
21.7% |
21.7% |
37.3% |
s.smar |
3.2% |
10.2% |
17.1% |
17.1% |
17.1% |
37.6% |
s.marg |
2.4% |
14.1% |
23% |
23% |
23% |
40.5% |
s.coff |
4.2% |
11.4% |
19.8% |
19.8% |
19.8% |
36% |
s.buyh |
3.2% |
11.9% |
18.7% |
18.7% |
18.7% |
35.7% |
s.swen |
4.3% |
14.7% |
25.1% |
25.1% |
25.1% |
0% |
s.mode |
3.1% |
11.3% |
21.6% |
21.6% |
21.6% |
0% |
s.lazy |
4.7% |
14% |
17% |
21.4% |
21.4% |
0% |
s.have |
4.8% |
12.6% |
15.1% |
15.1% |
15.1% |
0% |
s.grah |
3.7% |
12.5% |
18.2% |
18.2% |
18.2% |
0% |
s.couc |
2.7% |
10.9% |
19.4% |
19.4% |
19.4% |
28.7% |
s.712 |
3.8% |
12.6% |
16% |
19.1% |
19.1% |
0% |
s.6040 |
4.2% |
10.3% |
20.7% |
20.7% |
20.7% |
32.2% |
s.5050 |
3.4% |
9.8% |
19.6% |
19.6% |
19.6% |
26.7% |
|
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
s.aron |
9.5% |
15.0% |
14.7% |
12.7% |
12.1% |
13.0% |
Peer Group* average |
|
|
|
|
|
|
60% Equity / 40% Bonds |
9.6% |
13.6% |
13.4% |
11.3% |
10.5% |
10.7% |
Global Equities (ACWI) |
10.6% |
17.7% |
18.2% |
16.1% |
16.2% |
|
U.S. Equities (SPY) |
12.9% |
18.8% |
19.9% |
17.3% |
16.5% |
16.7% |
U.S. Bonds (BND) |
5.9% |
7.6% |
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 |
11.1% |
15.5% |
15.8% |
13.4% |
13.3% |
15% |
s.tals |
13% |
14.8% |
14.6% |
12.8% |
12.3% |
14% |
s.talb |
11.7% |
14.9% |
14.7% |
12.5% |
11.8% |
13.4% |
s.talc |
11.8% |
13.8% |
13.4% |
11.5% |
10.9% |
12.2% |
s.wors |
5.3% |
5.8% |
5.6% |
5.7% |
5.5% |
0% |
s.talm |
12.7% |
15.1% |
15.2% |
13.1% |
12.9% |
0% |
s.swan |
8.5% |
12.5% |
14.9% |
14.2% |
14.1% |
0% |
s.plus |
8% |
14.1% |
13.6% |
11.3% |
10.6% |
10.7% |
s.noeq |
12.5% |
15% |
13.7% |
11.9% |
11.7% |
12.7% |
s.ivyp |
7.9% |
12.8% |
13.2% |
11.7% |
11.6% |
0% |
s.dali |
6.1% |
9.9% |
9.2% |
7.7% |
7.1% |
0% |
s.brow |
6.9% |
10.5% |
9.7% |
8% |
7.6% |
7.8% |
s.yale |
10.7% |
15.5% |
15% |
12.6% |
11.8% |
13.1% |
s.seco |
10.1% |
16.6% |
17.1% |
15.1% |
14.7% |
15.4% |
s.nobr |
10.4% |
15.8% |
15.9% |
13.7% |
13.4% |
14% |
s.aron |
9.5% |
15% |
14.7% |
12.7% |
12.1% |
13% |
s.lowv |
6.1% |
7.9% |
7.6% |
7.2% |
0% |
0% |
s.bens |
8.1% |
14.1% |
14.3% |
12.9% |
12.8% |
13.7% |
s.aggr |
9.1% |
15.8% |
15.9% |
14.3% |
0% |
0% |
s.8020 |
11.6% |
16.3% |
16.7% |
14.4% |
13.6% |
13.9% |
s.7030 |
10.6% |
14.9% |
15% |
12.8% |
12% |
12.3% |
s.smar |
8.1% |
11.8% |
11.8% |
10.6% |
10.2% |
11.1% |
s.marg |
7.8% |
13.7% |
13.6% |
11.8% |
11.4% |
12.2% |
s.coff |
10% |
13.5% |
13% |
11.1% |
10.5% |
11.4% |
s.buyh |
7.9% |
12.1% |
11.7% |
10.2% |
10% |
10.9% |
s.swen |
11.1% |
15.5% |
15% |
12.5% |
11.8% |
0% |
s.mode |
8.8% |
13.4% |
13% |
11.2% |
10.8% |
0% |
s.lazy |
9.3% |
14.7% |
15.2% |
13.3% |
12.8% |
0% |
s.have |
10.9% |
12.9% |
12.2% |
10.6% |
10.4% |
0% |
s.grah |
8.8% |
12.7% |
12% |
10.3% |
9.7% |
0% |
s.couc |
8.3% |
12.3% |
12.2% |
10.1% |
9.4% |
9.7% |
s.712 |
7.8% |
12.7% |
12.9% |
11.7% |
11.5% |
0% |
s.6040 |
9.6% |
13.6% |
13.4% |
11.3% |
10.5% |
10.7% |
s.5050 |
8.7% |
12.3% |
11.9% |
9.9% |
9.1% |
9.2% |
|
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
s.aron |
6.4% |
10.2% |
8.9% |
8.4% |
7.8% |
8.8% |
Peer Group* average |
|
|
|
|
|
|
60% Equity / 40% Bonds |
6.1% |
9.1% |
8.0% |
7.3% |
6.5% |
7.1% |
Global Equities (ACWI) |
6.6% |
11.6% |
10.4% |
10.5% |
10.4% |
|
U.S. Equities (SPY) |
8.1% |
12.2% |
11.3% |
10.9% |
10.2% |
11.0% |
U.S. Bonds (BND) |
4.0% |
5.2% |
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 |
6.2% |
9.9% |
9.1% |
8.2% |
8% |
9.8% |
s.tals |
8.6% |
9.7% |
8.8% |
8.6% |
8% |
9.6% |
s.talb |
8% |
10.1% |
9.1% |
8.3% |
7.5% |
9.1% |
s.talc |
8% |
9.2% |
8.2% |
7.6% |
6.8% |
8.3% |
s.wors |
2.3% |
4.5% |
4% |
3.7% |
3.6% |
0% |
s.talm |
7.5% |
9.7% |
8.8% |
8.2% |
7.9% |
0% |
s.swan |
3.5% |
7.8% |
7.6% |
9% |
9.5% |
0% |
s.plus |
4% |
9.1% |
8.4% |
6.6% |
6.1% |
6.3% |
s.noeq |
7.8% |
10% |
8.8% |
7.4% |
7.2% |
8.1% |
s.ivyp |
5.3% |
9% |
8% |
7.9% |
7.7% |
0% |
s.dali |
3.8% |
7% |
5.9% |
5% |
4.6% |
0% |
s.brow |
3.8% |
6.8% |
5.9% |
4.7% |
4.3% |
4.6% |
s.yale |
7.5% |
10.8% |
9.5% |
8.4% |
7.6% |
9% |
s.seco |
6.4% |
10.9% |
9.8% |
9.8% |
9.4% |
10.4% |
s.nobr |
6.7% |
10.3% |
9.2% |
9% |
8.6% |
9.4% |
s.aron |
6.4% |
10.2% |
8.9% |
8.4% |
7.8% |
8.8% |
s.lowv |
3.1% |
5% |
4.4% |
4.7% |
0% |
0% |
s.bens |
5% |
9.2% |
8.1% |
8.4% |
8.2% |
9.3% |
s.aggr |
5.8% |
10.2% |
9.1% |
9.3% |
0% |
0% |
s.8020 |
7.4% |
10.7% |
9.7% |
9.2% |
8.5% |
9.2% |
s.7030 |
6.7% |
9.9% |
8.8% |
8.2% |
7.5% |
8.1% |
s.smar |
5.3% |
7.7% |
6.7% |
7.1% |
6.6% |
7.5% |
s.marg |
4.8% |
9.5% |
8.3% |
7.8% |
7.4% |
8.4% |
s.coff |
6.9% |
9.1% |
7.9% |
7.5% |
6.8% |
7.7% |
s.buyh |
5.3% |
8.2% |
7% |
6.8% |
6.4% |
7.4% |
s.swen |
7.8% |
10.7% |
9.4% |
8.3% |
7.5% |
0% |
s.mode |
5.7% |
9% |
7.8% |
7.4% |
6.9% |
0% |
s.lazy |
6.6% |
10.2% |
8.9% |
9% |
8.5% |
0% |
s.have |
5.6% |
8.4% |
7.4% |
6.9% |
6.6% |
0% |
s.grah |
5.6% |
8.5% |
7.1% |
6.9% |
6.3% |
0% |
s.couc |
5.1% |
8.4% |
7.4% |
6.5% |
5.9% |
6.6% |
s.712 |
5.3% |
8.8% |
7.6% |
8% |
7.7% |
0% |
s.6040 |
6.1% |
9.1% |
8% |
7.3% |
6.5% |
7.1% |
s.5050 |
5.6% |
8.3% |
7.2% |
6.3% |
5.6% |
6.1% |
|
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
s.aron |
0.69 |
0.80 |
0.75 |
0.73 |
0.73 |
0.75 |
Peer Group* average |
|
|
|
|
|
|
60% Equity / 40% Bonds |
0.74 |
0.74 |
0.71 |
0.67 |
0.65 |
0.65 |
Global Equities (ACWI) |
0.80 |
0.93 |
0.91 |
0.94 |
0.98 |
|
U.S. Equities (SPY) |
1.00 |
1.00 |
1.00 |
1.00 |
1.00 |
1.00 |
U.S. Bonds (BND) |
0.74 |
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 |
0.546653359344561 |
0.724758531100977 |
0.726109601080168 |
0.676971890164376 |
0.669060568025503 |
0.734536602793455 |
s.tals |
0.833121412793452 |
0.751047673085755 |
0.71520066095493 |
0.701874830576144 |
0.695343845046684 |
0.757447533789871 |
s.talb |
0.785944164861898 |
0.785738253296608 |
0.752237352108812 |
0.697745326562535 |
0.668666005853061 |
0.731904284196823 |
s.talc |
0.736892132649815 |
0.702279310152604 |
0.674332844274933 |
0.634400659625955 |
0.609438426620888 |
0.663924017975692 |
s.wors |
-0.0940904320226561 |
0.161944082675168 |
0.125643487407659 |
0.0125996428020917 |
-0.0115001512838 |
0 |
s.talm |
0.401510553449916 |
0.635046886341656 |
0.645447571132671 |
0.613845724429396 |
0.602896846831944 |
0 |
s.swan |
-0.0762721318590343 |
0.376345371377833 |
0.442890580063099 |
0.51804249851006 |
0.564919185032842 |
0 |
s.plus |
0.46251056921949 |
0.64038194709621 |
0.593025362637254 |
0.432966432588122 |
0.354903850464191 |
0.347265944262599 |
s.noeq |
0.412611886306301 |
0.601871203085394 |
0.541116930676166 |
0.380598050753053 |
0.296530760471437 |
0.362397462151798 |
s.ivyp |
0.491657316545131 |
0.661436966310191 |
0.642127360713104 |
0.648892843836064 |
0.671645994713217 |
0 |
s.dali |
0.362494596210399 |
0.507225917402306 |
0.458251387299333 |
0.389608946807443 |
0.352946583554684 |
0 |
s.brow |
0.330458070288822 |
0.470099932809517 |
0.423952079628975 |
0.31299915082945 |
0.258544615938846 |
0.255095902194466 |
s.yale |
0.716528301370765 |
0.81825682547717 |
0.772199193903908 |
0.710216296526752 |
0.681445942423603 |
0.737612831095955 |
s.seco |
0.764877166411961 |
0.883455585381458 |
0.870790035062049 |
0.881886239123567 |
0.901259509044654 |
0.921439561271239 |
s.nobr |
0.730303554445571 |
0.834212687391865 |
0.807972561828432 |
0.801282958028982 |
0.817705009167161 |
0.832456642790134 |
s.aron |
0.68515770078764 |
0.800854131685881 |
0.751452659828918 |
0.734203359297168 |
0.725316995305511 |
0.754446594446303 |
s.lowv |
0.176468156577193 |
0.334929723287123 |
0.341403485345815 |
0.359371168910627 |
0 |
0 |
s.bens |
0.572337339577642 |
0.739754134186989 |
0.724173540132156 |
0.751144164360007 |
0.780964894611072 |
0.813336131201756 |
s.aggr |
0.606043360788184 |
0.804138299585029 |
0.770595278256823 |
0.799217542546752 |
0 |
0 |
s.8020 |
0.900055184905132 |
0.881868289602684 |
0.865577733051581 |
0.849954978724121 |
0.842027126088703 |
0.840952259610058 |
s.7030 |
0.821248386914145 |
0.811667458887914 |
0.788281230863786 |
0.761402375405453 |
0.747587469929099 |
0.74520158175279 |
s.smar |
0.56413341070115 |
0.62596553348982 |
0.604797697064549 |
0.621138637940495 |
0.629673732465995 |
0.660703998327312 |
s.marg |
0.539243201793572 |
0.730012742013324 |
0.69964730464349 |
0.68714809897342 |
0.694739418951501 |
0.717880790490581 |
s.coff |
0.678953910854302 |
0.711784226544091 |
0.666346196416263 |
0.646116258688101 |
0.635878271548597 |
0.666261045108495 |
s.buyh |
0.488028949348577 |
0.622015183670936 |
0.588641591253329 |
0.584954474376424 |
0.596583969705756 |
0.630664963818569 |
s.swen |
0.721021374096929 |
0.8134425474096 |
0.764009207848837 |
0.704342715798748 |
0.674969112436768 |
0 |
s.mode |
0.607470167405602 |
0.707710756498894 |
0.666551286958766 |
0.649657932013843 |
0.647385215034605 |
0 |
s.lazy |
0.536225840344903 |
0.753458567326152 |
0.728311583835061 |
0.73788419652126 |
0.745165540173715 |
0 |
s.have |
0.183710512373675 |
0.469075226663702 |
0.464067484183487 |
0.443277915396732 |
0.452545526659119 |
0 |
s.grah |
0.459958293958457 |
0.631780315900008 |
0.586746541515788 |
0.576914563847233 |
0.565175925607118 |
0 |
s.couc |
0.62477876579978 |
0.675985282963534 |
0.644617804285604 |
0.601325273224984 |
0.576712560351663 |
0.57701285328094 |
s.712 |
0.488363084841708 |
0.661032471661723 |
0.633907619016808 |
0.658025238944317 |
0.680606435632091 |
0 |
s.6040 |
0.742441588923158 |
0.741466628173143 |
0.710984728675991 |
0.672849772086786 |
0.653147813769494 |
0.649450903895523 |
s.5050 |
0.663634790932172 |
0.671265797458372 |
0.633688226488196 |
0.584297168768119 |
0.55870815760989 |
0.553700226038255 |

Compare: Correlation
for period ending March 31, 2025
|
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
to Global Stocks (ACWI) |
0.96 |
0.98 |
0.98 |
0.98 |
0.97 |
|
to S&P500 (SPY) |
0.90 |
0.95 |
0.94 |
0.94 |
0.94 |
0.94 |
to U.S. Bonds (BND) |
0.79 |
0.85 |
0.78 |
0.58 |
0.46 |
0.42 |
to Commodities (DBC) |
-0.62 |
0.21 |
0.25 |
0.40 |
0.49 |
0.52 |
to Gold (GLD) |
-0.13 |
0.32 |
0.28 |
0.19 |
0.21 |
0.21 |