Lazy Portfolio: Coffeehouse
for period ending November 30, 2024
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Overview
s.coff 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: Coffeehouse gives investors access to an easy-to-implement, fixed allocation portfolio that uses a balanced approach that combines equities and fixed income securities. This portfolio recipe uses mutual funds and implements a Strategic Asset Allocation based on a balanced approach which uses a 60% equity allocation..
Category Strategic: DIY. This recipe builds a strategic, do-it-yourself portfolio. This recipe uses a fixed, static allocation.
Ingredients Used This portfolio recipe invests in 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 seven ETFs in this portfolio recipe. The seven ETFs each represent an asset class. The steps to create this portfolio recipe are as follows:
- VizMetrics identifies the seven asset classes corresponding to the Lazy Portfolio: Coffeehouse methodology.
- VizMetrics chooses a mutual fund to represent each of the seven asset classes.
- VizMetrics assigns a weighting (percent allocation) to each of the seven 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 November 30, 2024
5-year graph
●
s.coff
●
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.coff |
12.5% |
3.8% |
19.4% |
3.3% |
6.1% |
6.1% |
7.7% |
6.7% |
| Peer Group* average |
|
|
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
17.4% |
4.4% |
22.8% |
5.5% |
9.2% |
8.4% |
9.5% |
7.9% |
| Global Equities (ACWI) |
20.7% |
4.0% |
26.5% |
7.8% |
11.5% |
9.4% |
9.5% |
|
| U.S. Equities (SPY) |
28.0% |
6.0% |
33.8% |
11.4% |
15.7% |
13.3% |
14.1% |
10.6% |
| U.S. Bonds (BND) |
3.1% |
1.1% |
6.8% |
-2.0% |
-0.1% |
1.5% |
2.3% |
3.1% |
| Ranking: Peer Group* |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
| Ranking: All Recipes |
Rank: All |
Rank: All |
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Rank: All |
| s.talg |
23.8354689153579% |
2.61121843178173% |
30.4415644828216% |
8.96064176609268% |
11.3355322142016% |
9.61126722246013% |
10.2943942318813% |
9.81179472357681% |
| s.tals |
13.3662533774528% |
5.20862051736071% |
21.9322038450312% |
3.01011429635472% |
5.98979190064373% |
5.97889953492514% |
7.98643724299872% |
6.55762211638202% |
| s.talb |
14.8556456994604% |
4.00923443787038% |
21.8520744826933% |
3.37918354055835% |
6.91414634720273% |
7.09328846030863% |
9.0446331515021% |
7.57561035767174% |
| s.talc |
12.6625086132824% |
4.22658731560049% |
18.9218837361468% |
4.03136723405686% |
6.11274040241274% |
6.78529193245325% |
8.50167040954597% |
0% |
| s.wors |
5.91816936087384% |
-1.75922264649233% |
7.12526090116901% |
-1.77956323171891% |
1.61246272740332% |
-0.0225544818744372% |
-0.957018801253617% |
0% |
| s.talm |
20.2785053849497% |
1.78181646340996% |
26.6886957669347% |
8.9054453667442% |
9.67640788943036% |
8.57268225431043% |
9.55362771077246% |
0% |
| s.swan |
9.25722312454165% |
-0.549896655879134% |
9.64057107439773% |
9.89426229553299% |
10.0232914670781% |
5.09618945441153% |
2.94511069591572% |
0% |
| s.plus |
19.0862341047092% |
1.79921273342527% |
24.8006293656525% |
4.17033078367506% |
8.91470874297855% |
8.53714505359411% |
8.62594698524126% |
9.0599311442233% |
| s.noeq |
13.4420834179103% |
1.04230534547558% |
20.7729899974305% |
1.04203459694767% |
4.39647732842263% |
5.21465805679715% |
6.58223550722041% |
7.62069026814833% |
| s.ivyp |
10.427060397481% |
1.92147581558765% |
14.9059678362759% |
3.87649409287525% |
7.29621204791551% |
5.7849400131214% |
6.70236097915946% |
0% |
| s.dali |
8.788595639033% |
1.58832075406932% |
12.8448411298645% |
1.04645462941682% |
4.42659409403232% |
4.48754868401564% |
5.30933940477401% |
0% |
| s.brow |
14.0531292903282% |
1.4660437140948% |
18.7129255162357% |
3.38521130389966% |
6.10814978924985% |
5.9175540591399% |
6.2080319840454% |
6.83835896119986% |
| s.yale |
13.3615579546833% |
3.06821109701526% |
20.7325740775009% |
1.7350087781719% |
6.33604566040586% |
6.58490534325014% |
8.28283868295188% |
7.31534860249818% |
| s.seco |
20.9877707538296% |
3.98166507388244% |
27.330587704997% |
7.40966325163228% |
11.1123266559148% |
9.48800286127587% |
10.253661874995% |
8.4331487209117% |
| s.nobr |
15.3831199642804% |
3.85855174871872% |
22.5688163521784% |
5.28326642043677% |
8.58095838048774% |
7.63723127449103% |
8.86691651559972% |
7.46472972038013% |
| s.aron |
13.9446197340643% |
3.70177786328041% |
20.8982143454409% |
2.57293177988858% |
6.94974456052684% |
6.75485757427619% |
8.01423525349747% |
7.20274869427411% |
| s.lowv |
11.005980760926% |
0.610299274101352% |
12.8998894848456% |
4.25286106289893% |
4.03070501449745% |
4.6844405734241% |
0% |
0% |
| s.bens |
15.2312858369812% |
2.69135601199052% |
19.9284938866774% |
6.597256875316% |
9.16809863422654% |
7.60488364917167% |
8.1898210682585% |
7.3346184173313% |
| s.aggr |
14.1454903711602% |
2.92160496907238% |
20.3759751693022% |
4.60402921654326% |
8.62057077946086% |
7.02350487900172% |
0% |
0% |
| s.8020 |
22.4470702346955% |
5.57409627274302% |
28.4978489854014% |
7.93145769479724% |
12.1743147383817% |
10.6698032511769% |
11.7609488597507% |
9.29906674733065% |
| s.7030 |
19.8867229982319% |
5.01096827133564% |
25.602810781108% |
6.7052291950862% |
10.6681478537608% |
9.56309708922309% |
10.6188946561263% |
8.59389802638628% |
| s.smar |
13.0819506613917% |
3.16365568335367% |
18.5766898057561% |
4.85351137240204% |
7.011547509052% |
6.39304287790645% |
7.46654970031793% |
6.5417280471475% |
| s.marg |
14.2341341327445% |
2.30842384658497% |
19.2871135618924% |
3.64600690459853% |
7.67071022826393% |
6.70215167350425% |
7.37416563929874% |
6.62787511425711% |
| s.coff |
12.5362149592505% |
3.77570285108455% |
19.4101271511972% |
3.26425971738218% |
6.09022162967363% |
6.13662032802142% |
7.66898414494237% |
6.66935958173343% |
| s.buyh |
9.35598842374352% |
1.98537906378506% |
14.7003818477039% |
2.58363174335066% |
5.31040983925175% |
5.0246415320675% |
6.0697446957682% |
5.8765629893899% |
| s.swen |
12.8238181730437% |
3.1589556464897% |
19.7280528519004% |
1.95242659100432% |
6.45975464334574% |
6.71460098841061% |
8.44889021280222% |
0% |
| s.mode |
13.0385702237016% |
3.13468513969613% |
18.9163683017878% |
3.00167616440499% |
6.63381058028656% |
6.38032680230642% |
7.46215141447111% |
0% |
| s.lazy |
11.2591949827995% |
3.27079541242993% |
16.3715254688824% |
5.33930053905709% |
7.58341841803247% |
5.66189296068207% |
6.75369498413143% |
0% |
| s.have |
16.1715951979039% |
0.724161412258301% |
19.4003832602468% |
6.64258562190603% |
6.4504920250573% |
5.84927024023714% |
6.46874966542428% |
0% |
| s.grah |
10.0741858536009% |
2.42401893337471% |
15.2250950006801% |
3.96550573258696% |
5.70091578541114% |
5.29849453446334% |
6.42043397153325% |
0% |
| s.couc |
15.0724457730321% |
3.59939234621101% |
19.5159963941273% |
4.3051475921442% |
8.72756332588913% |
7.619360845316% |
8.46266967308731% |
7.21318268695459% |
| s.712 |
10.9582849023444% |
2.82814519922062% |
15.8067554577726% |
4.07331909623552% |
6.79846514902125% |
5.23217815539221% |
5.94485309781563% |
0% |
| s.6040 |
17.368278562024% |
4.44784026992826% |
22.7604920316764% |
5.47403084762401% |
9.15401014273332% |
8.44389435643376% |
9.46461330627566% |
7.86798103850666% |
| s.5050 |
14.8912414145589% |
3.88471226852087% |
19.9701570419369% |
4.23826830096303% |
7.63276088529627% |
7.31281680391616% |
8.29873296805064% |
7.12189355660373% |
| |
|
|
|
|
|
| s.coff |
19.2% |
9.2% |
13.6% |
-14.6% |
11.0% |
| Peer Group* average |
|
|
|
|
|
| 60% Equity / 40% Bonds |
21.8% |
16.4% |
14.0% |
-16.7% |
17.5% |
| Global Equities (ACWI) |
26.6% |
16.3% |
18.7% |
-18.4% |
22.3% |
| U.S. Equities (SPY) |
31.2% |
18.4% |
28.7% |
-18.2% |
26.2% |
| U.S. Bonds (BND) |
8.8% |
7.7% |
-1.9% |
-13.1% |
5.4% |
| 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 |
26.1597755176016% |
13.9468785359063% |
19.6644640877491% |
-15.5982163184184% |
17.2147119882491% |
| s.tals |
19.1606182913751% |
7.05687582072052% |
17.3515132076102% |
-16.7670110360329% |
11.4607819566624% |
| s.talb |
22.7420658614687% |
8.32668393434759% |
20.4416057352521% |
-19.4447615934583% |
14.3933354422893% |
| s.talc |
19.7772313636666% |
4.84969497533336% |
18.657946666363% |
-14.2185045597003% |
11.0106934244197% |
| s.wors |
2.15927637078546% |
14.3702001164639% |
-0.875276067558028% |
-5.1937133824035% |
-5.58504538241322% |
| s.talm |
23.7053213834483% |
7.58465721431614% |
19.5784169354495% |
-8.85561496964616% |
10.1770538607038% |
| s.swan |
14.6075538806763% |
4.85193934457004% |
13.7472558903354% |
12.5022458844257% |
3.87405837048487% |
| s.plus |
22.9801183207561% |
28.2349702712587% |
5.72167231574099% |
-20.9188513529395% |
18.717111310016% |
| s.noeq |
20.5719988160759% |
13.4769738395866% |
9.3602337913999% |
-19.9085070557827% |
9.53340406039849% |
| s.ivyp |
20.2971777419614% |
6.41636266476715% |
21.704938427612% |
-12.0141809514464% |
10.2221855824715% |
| s.dali |
15.1783791853549% |
12.3351852268746% |
7.2999802009639% |
-14.2419586214205% |
8.9022827283016% |
| s.brow |
16.7061548536913% |
17.7109084339359% |
3.78663530958809% |
-14.1843314422468% |
11.5363405910448% |
| s.yale |
22.8406419203823% |
12.7371401515751% |
16.9328407365336% |
-21.1163765409783% |
13.6292960934462% |
| s.seco |
25.6343124637372% |
16.9265476156061% |
17.451675362683% |
-17.8311299962618% |
20.463621090642% |
| s.nobr |
22.8370523469289% |
13.7179221627692% |
14.8634737757154% |
-16.2867479178065% |
16.9176842634148% |
| s.aron |
21.2398472188226% |
18.0494037838299% |
9.83431184775974% |
-18.9796488835045% |
14.4504409548533% |
| s.lowv |
12.5167403701034% |
2.90314534384484% |
6.18271147443223% |
-7.1921722805645% |
6.62410452368214% |
| s.bens |
20.9786651903187% |
10.9915395787553% |
15.7557592834701% |
-12.553306533105% |
16.4540999657777% |
| s.aggr |
22.3107453689897% |
17.9556465411554% |
11.4230042512206% |
-15.88527363279% |
15.5546454041855% |
| s.8020 |
26.217255898958% |
18.8225112951776% |
19.7452364376917% |
-18.069856178937% |
21.7158548469084% |
| s.7030 |
24.0041206234541% |
17.6260388071938% |
16.863416355419% |
-17.3740226657332% |
19.5904932836454% |
| s.smar |
17.5141638637717% |
9.39470666808912% |
12.4376494447116% |
-11.2782733805696% |
11.5849600285105% |
| s.marg |
20.0553135182485% |
15.0514375454995% |
13.1713721596459% |
-16.8955652505738% |
14.2064095501135% |
| s.coff |
19.2385369450611% |
9.23922132592205% |
13.563426155565% |
-14.5671014495673% |
10.99447982111% |
| s.buyh |
16.7641826913438% |
9.8266263196966% |
10.2585271548169% |
-12.7137526420126% |
9.85714046337261% |
| s.swen |
22.9923416395939% |
12.6726389225104% |
16.9829231820075% |
-20.6371049951315% |
14.2715161326236% |
| s.mode |
20.4205780028759% |
14.0785814295956% |
10.5873850153413% |
-16.8777386877365% |
13.7946845931412% |
| s.lazy |
17.2035449022131% |
3.22183464964929% |
20.1424754111165% |
-8.04438839262481% |
10.6640610584107% |
| s.have |
19.6951695990005% |
7.93295904404396% |
6.90151128246674% |
-4.68831183100331% |
4.05321484237007% |
| s.grah |
17.5302167632976% |
7.37651790260052% |
10.8115534429923% |
-10.4724501569515% |
10.6870179030968% |
| s.couc |
19.3315088286683% |
16.6106546772378% |
15.4147651016417% |
-15.7071352139266% |
14.5906857415039% |
| s.712 |
17.344217906346% |
7.70583757354628% |
14.4998415750287% |
-9.99646394712902% |
9.66178559111286% |
| s.6040 |
21.8008892236144% |
16.3697115808623% |
14.0345204547633% |
-16.6986542826282% |
17.4898007024777% |
| s.5050 |
19.6084299618187% |
15.0559930685074% |
11.2579446671262% |
-16.0443948028284% |
15.4136741697843% |
Compare: Risk vs. Return
for period ending November 30, 2024
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Maximum Drawdown vs. Annual Return
●
s.coff
●
Peer group
●
All other recipes
●
S&P 500 (SPY)
●
U.S. Bonds (BND)
●
Balanced (60% Equity / 40% Bonds)
Downside Deviation vs. Annual Return
●
s.coff
●
Peer group
●
All other recipes
●
S&P 500 (SPY)
●
U.S. Bonds (BND)
●
Balanced (60% Equity / 40% Bonds)
Standard Deviation vs. Annual Return
●
s.coff
●
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.coff |
-14.0% |
-8.8% |
-8.5% |
-5.2% |
-3.5% |
-1.9% |
| Peer Group* average |
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
-7.2% |
-5.8% |
-4.1% |
-1.9% |
-0.6% |
0.4% |
| Global Equities (ACWI) |
-5.9% |
-3.5% |
-3.9% |
-3.6% |
-4.8% |
|
| U.S. Equities (SPY) |
0.0% |
0.0% |
0.0% |
0.0% |
0.0% |
0.0% |
| U.S. Bonds (BND) |
-26.1% |
-22.5% |
-21.6% |
-13.0% |
-9.8% |
-4.3% |
| 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 |
-1.63061710838845% |
-1.7740110091222% |
-2.64908305396024% |
-1.71523657470343% |
-2.06288090476812% |
0.0284327567123288% |
| s.tals |
-15.9462529758532% |
-8.7708900599409% |
-9.06607077116564% |
-6.20605952766429% |
-4.45918457545353% |
-3.32163611191618% |
| s.talb |
-13.2562369634686% |
-8.33177481314243% |
-7.84178301100849% |
-4.55902944956788% |
-2.53693123186152% |
-1.78667632364288% |
| s.talc |
-15.7489033253834% |
-7.69239130442913% |
-8.51001617178899% |
-4.44485356583575% |
-2.48083913848122% |
0% |
| s.wors |
-24.5379010103062% |
-27.0075244992243% |
-17.4813198934077% |
-16.8474359176935% |
-18.9573760871992% |
0% |
| s.talm |
-8.40561964334913% |
-1.68724570959378% |
-4.42974367448012% |
-2.86763053546575% |
-2.67780597662866% |
0% |
| s.swan |
-23.4742371696495% |
0.359447731652616% |
-4.36442654561576% |
-7.70848917475576% |
-11.0483165685588% |
0% |
| s.plus |
-2.12042741462049% |
-7.52631453698001% |
-4.32762613263746% |
-1.81356614723666% |
-2.02481088391015% |
2.31920380966105% |
| s.noeq |
-14.9358265931885% |
-11.2039238130313% |
-10.8203309079722% |
-7.02133017059546% |
-5.80647043491229% |
-1.31678054630609% |
| s.ivyp |
-15.8914760729969% |
-8.00650290817922% |
-7.01688977565237% |
-6.04680161459071% |
-5.71532634018525% |
0% |
| s.dali |
-15.7151072728207% |
-13.6160511996623% |
-10.09971065784% |
-6.18183732504944% |
-4.34666072325925% |
0% |
| s.brow |
-7.35334780213296% |
-9.35051950078135% |
-6.75968913865751% |
-3.53327541081147% |
-2.98852068603474% |
1.59745269995399% |
| s.yale |
-13.5264894600659% |
-10.1379239290744% |
-8.61764438134083% |
-5.30334332901403% |
-3.62101397561088% |
-1.98989527470005% |
| s.seco |
-2.63783099479184% |
-3.74608257108243% |
-3.80015139175854% |
-2.95420153531436% |
-3.1258327444253% |
-1.7449369859061% |
| s.nobr |
-10.8793152313252% |
-6.10401648578428% |
-6.25829996048809% |
-4.50405554003884% |
-3.93771836564731% |
-2.20432174149486% |
| s.aron |
-11.7901225518154% |
-9.33234403385365% |
-7.81243118125652% |
-5.15031163317557% |
-4.16783373093792% |
-2.06068938801863% |
| s.lowv |
-12.8370619022258% |
-8.34244672674831% |
-10.6345633692975% |
-5.39898973700322% |
0% |
0% |
| s.bens |
-9.22495621743826% |
-4.39057319070983% |
-4.89802265230701% |
-4.13587785098747% |
-4.42703238638089% |
-2.27328158138199% |
| s.aggr |
-12.7466385705936% |
-6.88109429873793% |
-6.24497621459794% |
-5.52454056838572% |
0% |
0% |
| s.8020 |
-3.5974688297232% |
-3.09954464294764% |
-2.15812959795674% |
-1.09043960206164% |
-0.460819518737644% |
0.100788748498527% |
| s.7030 |
-5.23966028842409% |
-4.35430728389649% |
-3.0356039222238% |
-1.40615011999318% |
-0.484903597639656% |
0.267142051255108% |
| s.smar |
-11.0411832470577% |
-6.73639432877172% |
-6.8474136457643% |
-4.55831983480534% |
-3.54087183021945% |
-1.90736177896119% |
| s.marg |
-8.74096355458904% |
-8.23118996150197% |
-6.48440173479117% |
-4.78106197463754% |
-4.60706817702509% |
-2.43966279258149% |
| s.coff |
-14.015843819517% |
-8.76435830995591% |
-8.49536774283909% |
-5.24446566300955% |
-3.47112596399148% |
-1.89283392923399% |
| s.buyh |
-16.7682457640716% |
-10.0632897316644% |
-9.30115685031511% |
-6.53878684562268% |
-5.53507557983366% |
-2.80237946451445% |
| s.swen |
-14.9940043911509% |
-9.89333557759207% |
-8.43963266190403% |
-5.1103887176296% |
-3.36064159003922% |
0% |
| s.mode |
-12.6132814070214% |
-9.13130231845256% |
-7.72020533791675% |
-4.94620561076962% |
-3.98929875707721% |
0% |
| s.lazy |
-16.0525674203701% |
-6.02923946217083% |
-7.36533661790527% |
-6.78299417786393% |
-6.24365718121396% |
0% |
| s.have |
-12.7968361934496% |
-4.14019733433444% |
-7.60967002220798% |
-5.34929773813556% |
-5.12853524315767% |
0% |
| s.grah |
-16.6865126636254% |
-7.97368552715536% |
-8.79906272001878% |
-6.12212915034399% |
-4.70818090900384% |
0% |
| s.couc |
-7.95838321882099% |
-7.51140043980167% |
-3.96715555589932% |
-2.19583874544519% |
-0.94793224183546% |
0.164420114065306% |
| s.712 |
-14.9811676172022% |
-7.79484594474466% |
-7.6461470634561% |
-6.82664358277092% |
-6.67236134879252% |
0% |
| s.6040 |
-7.16791563794352% |
-5.83909571327562% |
-4.13948704705861% |
-1.85107955319781% |
-0.575636995219414% |
0.419249688618356% |
| s.5050 |
-9.43277738088028% |
-7.60579725828598% |
-5.54823778733213% |
-2.48697592588968% |
-0.783812677847262% |
0.533057487090764% |
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| s.coff |
-7.6% |
-6.3% |
-5.7% |
-3.1% |
-1.8% |
-1.0% |
| Peer Group* average |
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
-4.7% |
-4.3% |
-2.8% |
-1.1% |
-0.2% |
0.4% |
| Global Equities (ACWI) |
-4.3% |
-3.3% |
-3.5% |
-3.2% |
-4.4% |
|
| U.S. Equities (SPY) |
0.0% |
0.0% |
0.0% |
0.0% |
0.0% |
0.0% |
| U.S. Bonds (BND) |
-9.2% |
-9.2% |
-5.9% |
-2.1% |
-0.2% |
0.7% |
| Ranking: Peer Group* |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
| Ranking: All Recipes |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
| s.talg |
7.55134454461966% |
-0.964409485683917% |
-1.29837348183902% |
0.110840068457109% |
0.247434620329441% |
1.51463577723747% |
| s.tals |
-10.2578425105163% |
-6.91422857161791% |
-6.47864540290075% |
-3.75801186764022% |
-2.30681187711747% |
-1.89289831590603% |
| s.talb |
-8.80158391424525% |
-6.83311331809291% |
-5.80309919830451% |
-2.62807650341955% |
-0.91489729239173% |
-0.659551289627481% |
| s.talc |
-9.34229385788191% |
-5.64912974434685% |
-5.65834814033209% |
-2.24959071595799% |
-0.699394303295359% |
0% |
| s.wors |
4.66059080482689% |
-8.01422344971121% |
-2.49152401756052% |
-2.25887704634481% |
-2.30255283396993% |
0% |
| s.talm |
7.43000325661178% |
-0.503632943424427% |
-2.2290950687548% |
-0.247113249634418% |
0.318409038092782% |
0% |
| s.swan |
5.42005316363953% |
2.39485527908237% |
-0.347880082864329% |
-2.94701101369513% |
-5.84394790971062% |
0% |
| s.plus |
3.71760070505837% |
-5.07838697992168% |
-0.823113013254957% |
1.78231989610774% |
2.71053532535523% |
4.221629457462% |
| s.noeq |
-1.3112908254134% |
-8.1103938834383% |
-5.15920231403149% |
-0.851961924038607% |
1.32327009139626% |
2.61871106535155% |
| s.ivyp |
-7.84686328366232% |
-5.51486448804012% |
-4.5453484487519% |
-3.57584242157078% |
-3.36945612712586% |
0% |
| s.dali |
-4.992029720562% |
-7.33831390846708% |
-4.48434272437959% |
-1.92048684598819% |
-0.591102600295587% |
0% |
| s.brow |
1.68093325786232% |
-4.78288289690433% |
-1.87630312552862% |
0.445421186698133% |
1.50621844642522% |
2.81390078650181% |
| s.yale |
-8.5382718271102% |
-8.61297056741357% |
-6.46933806156572% |
-3.30662860077533% |
-1.82398020259402% |
-0.970429659622138% |
| s.seco |
-1.02757713187397% |
-3.26526965092435% |
-3.24796829518498% |
-2.46397074437869% |
-2.64633653217422% |
-1.46939889547681% |
| s.nobr |
-6.19429877786554% |
-5.07232915693427% |
-4.99245944859793% |
-3.38047977767351% |
-2.95510906353497% |
-1.6450711464907% |
| s.aron |
-7.08502026056285% |
-7.54905769018566% |
-5.74105907909907% |
-3.47707631397894% |
-2.62513356739654% |
-1.22300416444779% |
| s.lowv |
0.211572486797847% |
-3.25225400920528% |
-4.03701489247176% |
-1.49084861014398% |
0% |
0% |
| s.bens |
-4.99528729406655% |
-3.21040886399552% |
-3.52660543953076% |
-2.92735152549517% |
-3.23952326664464% |
-1.63720569129504% |
| s.aggr |
-6.9674991770712% |
-5.59077114270348% |
-4.61076433333216% |
-4.04991195238511% |
0% |
0% |
| s.8020 |
-2.83476603457478% |
-2.69877254010124% |
-1.81184101845747% |
-0.867901049277648% |
-0.325045073848019% |
0.134015957335554% |
| s.7030 |
-3.80746270537271% |
-3.49843228393672% |
-2.3058997943388% |
-0.983617893145795% |
-0.266756225313792% |
0.271698759559781% |
| s.smar |
-4.31227608585995% |
-4.2091698045448% |
-4.1962108410547% |
-2.61025841779069% |
-1.97198599568321% |
-1.05819872872872% |
| s.marg |
-3.64927511263982% |
-6.10633766217182% |
-4.48979471298836% |
-3.08543605738907% |
-2.9120097499013% |
-1.49167899461305% |
| s.coff |
-7.58293494989639% |
-6.32767799380752% |
-5.65350329910979% |
-3.08545808320952% |
-1.82950231583329% |
-0.970774103600513% |
| s.buyh |
-7.61385631307077% |
-6.47444035361233% |
-5.56131929634643% |
-3.58800560396767% |
-2.97384086734422% |
-1.47232418926768% |
| s.swen |
-10.6027132077301% |
-8.38054435285222% |
-6.25868419930281% |
-3.12412119637011% |
-1.58988121984973% |
0% |
| s.mode |
-6.54895560897318% |
-6.59865184444616% |
-5.0968809726782% |
-2.93254167715849% |
-2.22046929332807% |
0% |
| s.lazy |
-9.14781044626631% |
-4.47760984875023% |
-5.52093464583954% |
-4.68494114777757% |
-4.21577639775448% |
0% |
| s.have |
7.50309041299365% |
-1.68871446721971% |
-3.24478686254102% |
-1.21306105779787% |
-0.835035161497719% |
0% |
| s.grah |
-6.59055326745454% |
-5.16480128151066% |
-5.30247177590348% |
-3.25377095089278% |
-2.20722752703448% |
0% |
| s.couc |
-4.45843945412463% |
-5.07517323580091% |
-2.40867197928283% |
-1.14533696550826% |
-0.249287444754634% |
0.364995563267961% |
| s.712 |
-6.59219870073469% |
-5.192982778942% |
-4.99802864116354% |
-4.23834665625286% |
-4.20778979209423% |
0% |
| s.6040 |
-4.72743992130881% |
-4.30306187552335% |
-2.80792939662684% |
-1.11183130784945% |
-0.220694523005831% |
0.388633294848753% |
| s.5050 |
-5.59543337755288% |
-5.11225566630876% |
-3.31707054532438% |
-1.25191954228137% |
-0.186231809072218% |
0.485397336114427% |
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| s.coff |
1.39 |
-0.08 |
0.27 |
0.41 |
0.64 |
0.49 |
| Peer Group* average |
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
1.99 |
0.08 |
0.48 |
0.62 |
0.82 |
0.63 |
| Global Equities (ACWI) |
2.09 |
0.22 |
0.52 |
0.54 |
0.59 |
|
| U.S. Equities (SPY) |
2.54 |
0.40 |
0.71 |
0.75 |
0.88 |
0.63 |
| U.S. Bonds (BND) |
0.29 |
-0.82 |
-0.43 |
-0.09 |
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 |
2.42604895321783 |
0.295839549533175 |
0.566105310662956 |
0.632325276618927 |
0.743364296182581 |
0.624675128518205 |
| s.tals |
1.22082990996093 |
-0.0699055233369869 |
0.246210053221245 |
0.362688073936578 |
0.590074318457186 |
0.414674256564139 |
| s.talb |
1.45595223670079 |
-0.0456710842365483 |
0.305904528098968 |
0.45906236037924 |
0.706350726811504 |
0.506188698447398 |
| s.talc |
1.24196600354694 |
-0.0173216083011566 |
0.265453803742366 |
0.460860963288633 |
0.705861294081932 |
0 |
| s.wors |
0.429542938230861 |
-1.01347088454155 |
-0.219277551727669 |
-0.325613871091187 |
-0.391065115792933 |
0 |
| s.talm |
1.86151801903675 |
0.296448663276587 |
0.476798615659836 |
0.562952100217245 |
0.703489889484435 |
0 |
| s.swan |
0.542840502025649 |
0.391511312397839 |
0.486990896156836 |
0.279646689343106 |
0.176264410106785 |
0 |
| s.plus |
2.42685751622089 |
-0.00905210136678783 |
0.471210390790417 |
0.618158704371422 |
0.735596592180883 |
0.746320641689954 |
| s.noeq |
1.31162201979081 |
-0.20306442143233 |
0.145795657162213 |
0.309746412823939 |
0.500780156035478 |
0.532117257912817 |
| s.ivyp |
1.23704798273336 |
-0.0372156223887515 |
0.341608737369948 |
0.366237206643443 |
0.507278356485581 |
0 |
| s.dali |
1.25630996055074 |
-0.343150195305515 |
0.161481815179767 |
0.33394950199768 |
0.566460336994005 |
0 |
| s.brow |
1.99833796128032 |
-0.120596410837656 |
0.329330225249596 |
0.498484936150151 |
0.660308816946939 |
0.690569144307405 |
| s.yale |
1.43561728303069 |
-0.140496382557754 |
0.266878529284145 |
0.413992839877511 |
0.637776772484977 |
0.49230735823114 |
| s.seco |
2.36097371202842 |
0.19991813106944 |
0.517624595846017 |
0.566894675861866 |
0.682496250756678 |
0.51757790019424 |
| s.nobr |
1.66283117257648 |
0.0738163518370916 |
0.39226137830184 |
0.46953038443955 |
0.627104048000932 |
0.483336195823037 |
| s.aron |
1.58796304215778 |
-0.100133839013033 |
0.307011099245615 |
0.424537110420491 |
0.605671062303445 |
0.487570572105202 |
| s.lowv |
1.53035873065215 |
-0.076193802952656 |
0.129631214064964 |
0.381985337715471 |
0 |
0 |
| s.bens |
1.82379932152999 |
0.154188877268482 |
0.451937813144521 |
0.487732130841577 |
0.594552215664998 |
0.478864801482702 |
| s.aggr |
1.50585643592902 |
0.0329959297063427 |
0.392603051051602 |
0.410973351708462 |
0 |
0 |
| s.8020 |
2.26725436692925 |
0.23197487991236 |
0.593745472485904 |
0.673121095314688 |
0.842295169465537 |
0.623270302843561 |
| s.7030 |
2.14245642410436 |
0.160884762532531 |
0.543778378005788 |
0.648226452353092 |
0.83555573877003 |
0.627077037817408 |
| s.smar |
1.66332916578744 |
0.022426234016007 |
0.344459963693558 |
0.451385128380573 |
0.638994456322121 |
0.489496806595832 |
| s.marg |
1.87047592223961 |
-0.0465113582860735 |
0.367203018056207 |
0.441998843619419 |
0.575451579891165 |
0.461151754841891 |
| s.coff |
1.39443893567259 |
-0.0763767861735658 |
0.265626847376598 |
0.41175470964524 |
0.643022446567568 |
0.490731965696708 |
| s.buyh |
1.15748069422462 |
-0.15050627013559 |
0.218248602978271 |
0.328833331144569 |
0.510341908811132 |
0.432837478469712 |
| s.swen |
1.30881370276191 |
-0.127536525748835 |
0.275471576504114 |
0.425531963072699 |
0.654052091965684 |
0 |
| s.mode |
1.52191122494737 |
-0.0961503461903964 |
0.303973874678302 |
0.430084815758964 |
0.611808529363597 |
0 |
| s.lazy |
1.21934459652381 |
0.0721060099387423 |
0.335704702926929 |
0.32990115544382 |
0.479083897697667 |
0 |
| s.have |
1.50506481968168 |
0.159402300314957 |
0.304638517311536 |
0.402993704945447 |
0.539040690076665 |
0 |
| s.grah |
1.16430364262863 |
-0.0387234762353333 |
0.24562719419241 |
0.354553171262161 |
0.560992532127155 |
0 |
| s.couc |
1.93645817948412 |
-0.015248961159272 |
0.480408232076962 |
0.585961486409574 |
0.79314493257996 |
0.608770727171203 |
| s.712 |
1.3163712747083 |
-0.028264765585178 |
0.310505750296231 |
0.319789727604937 |
0.446397666023091 |
0 |
| s.6040 |
1.98912541930435 |
0.0776297757200833 |
0.481974858536189 |
0.615116601145772 |
0.824024922546884 |
0.629809395714442 |
| s.5050 |
1.80176132426182 |
-0.0204072944157086 |
0.40438053704986 |
0.569983465620661 |
0.804198700732973 |
0.629805008286452 |
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| s.coff |
2.60 |
-0.10 |
0.37 |
0.58 |
0.96 |
0.70 |
| Peer Group* average |
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
3.66 |
0.10 |
0.70 |
0.91 |
1.27 |
0.92 |
| Global Equities (ACWI) |
4.10 |
0.30 |
0.76 |
0.79 |
0.88 |
|
| U.S. Equities (SPY) |
5.39 |
0.58 |
1.08 |
1.14 |
1.39 |
0.92 |
| U.S. Bonds (BND) |
3.66 |
0.10 |
0.70 |
0.91 |
1.27 |
0.92 |
| Ranking: Peer Group* |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
| Ranking: All Recipes |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
| s.talg |
5.34844803094693 |
0.420831741782124 |
0.834205409243135 |
0.97260212821039 |
1.18285353018468 |
0.925717395807018 |
| s.tals |
2.33481074673446 |
-0.0978497064053035 |
0.346262423283617 |
0.517804996975861 |
0.890031484703453 |
0.588674061775278 |
| s.talb |
2.51328140960217 |
-0.061950250564716 |
0.427665351190744 |
0.658155439932031 |
1.06828536240081 |
0.718739260660162 |
| s.talc |
2.13409426312929 |
-0.0238190806759348 |
0.371615885039023 |
0.665111306692156 |
1.07703100527661 |
0 |
| s.wors |
0.765403404733028 |
-1.09514932306256 |
-0.276777258921474 |
-0.43591588010804 |
-0.535515946881597 |
0 |
| s.talm |
4.40967548660624 |
0.433281969568812 |
0.696275266456647 |
0.861324875142388 |
1.11401333158056 |
0 |
| s.swan |
1.23280651820196 |
0.603641996090436 |
0.722030585831204 |
0.418365326471581 |
0.253062349686972 |
0 |
| s.plus |
5.48190334844959 |
-0.0123867883250659 |
0.714640287024289 |
0.98141099690198 |
1.19720141601772 |
1.19807838166989 |
| s.noeq |
2.56553234338058 |
-0.275911930115692 |
0.211244882206572 |
0.471016914408522 |
0.783783656845644 |
0.80635673277058 |
| s.ivyp |
2.01036904300031 |
-0.0488716118257992 |
0.468000838171557 |
0.511301614494113 |
0.735854326603662 |
0 |
| s.dali |
2.18376464714949 |
-0.423112564784461 |
0.215321185995176 |
0.462523029327611 |
0.81773263205194 |
0 |
| s.brow |
4.38365794649102 |
-0.160849737632028 |
0.483377985861715 |
0.771918401991479 |
1.05514659278678 |
1.0931975905094 |
| s.yale |
2.53944188526208 |
-0.185679696978532 |
0.372147801441306 |
0.588573283269097 |
0.952718630974622 |
0.694608490047766 |
| s.seco |
4.70057278504373 |
0.278543230840581 |
0.760152891457098 |
0.837290675709534 |
1.03856132190688 |
0.74368959837335 |
| s.nobr |
3.33699979371095 |
0.103270241050278 |
0.570317532798935 |
0.684704401189406 |
0.951284086261934 |
0.695639420529252 |
| s.aron |
3.01779466989207 |
-0.133203192819947 |
0.435395638522375 |
0.608704253066537 |
0.906824995040912 |
0.694907653700837 |
| s.lowv |
2.75510251374589 |
-0.0998764642722922 |
0.172047764424814 |
0.532357650146377 |
0 |
0 |
| s.bens |
3.37455231087125 |
0.212747374668081 |
0.652583362485621 |
0.711258293446857 |
0.892239192487131 |
0.685519945701376 |
| s.aggr |
2.87202241340681 |
0.046162103647597 |
0.571576589633367 |
0.605147019002337 |
0 |
0 |
| s.8020 |
4.49906330550351 |
0.324131782830882 |
0.886320819546325 |
1.01200623449158 |
1.31312235088154 |
0.912207644614275 |
| s.7030 |
4.09630416541543 |
0.221174678540025 |
0.80203246647579 |
0.966727174622737 |
1.29627993421508 |
0.916608678084898 |
| s.smar |
3.2344531327147 |
0.0305369757499167 |
0.482743127797337 |
0.642883530316267 |
0.949707639666215 |
0.694789163386704 |
| s.marg |
3.49608226248361 |
-0.0607996968988987 |
0.515096083619014 |
0.629428900967326 |
0.851341989462846 |
0.649328129491719 |
| s.coff |
2.60091764615595 |
-0.103274040718592 |
0.370912005774227 |
0.584022243074265 |
0.957600473842605 |
0.697404972618554 |
| s.buyh |
2.03107498956308 |
-0.198704791236503 |
0.302865493505777 |
0.46339238777536 |
0.752630154156398 |
0.613278982259552 |
| s.swen |
2.19396402949405 |
-0.169827091777202 |
0.385579557017687 |
0.606947031574168 |
0.982043199011923 |
0 |
| s.mode |
2.74857946596177 |
-0.128019121614274 |
0.426285121122345 |
0.614033311995191 |
0.912838826846284 |
0 |
| s.lazy |
2.0861246720469 |
0.0963922323096421 |
0.46803505474699 |
0.465318833033169 |
0.698566296087973 |
0 |
| s.have |
3.41231653473348 |
0.222043987204793 |
0.427120551492685 |
0.580324607014295 |
0.802609357020478 |
0 |
| s.grah |
2.09761731707989 |
-0.0520336377773403 |
0.339226003712855 |
0.497745214097591 |
0.824022018311171 |
0 |
| s.couc |
3.46012206264287 |
-0.0199260321526369 |
0.686521748575631 |
0.848351052139005 |
1.20258963381045 |
0.86949729241556 |
| s.712 |
2.37847156611088 |
-0.0373021041344904 |
0.42601974395656 |
0.445975978975592 |
0.644042753752944 |
0 |
| s.6040 |
3.66083889328831 |
0.10487595990076 |
0.700955054983656 |
0.907951862118966 |
1.26926903173723 |
0.918670699026089 |
| s.5050 |
3.1929615121786 |
-0.027067104233813 |
0.578555262858258 |
0.830344001813846 |
1.22565592583469 |
0.91551815000004 |
Compare: Risk & Volatility
for period ending November 30, 2024
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| s.coff |
4.2% |
19.8% |
19.8% |
19.8% |
19.8% |
36.0% |
| Peer Group* average |
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
3.6% |
20.7% |
20.7% |
20.7% |
20.7% |
32.2% |
| Global Equities (ACWI) |
3.6% |
25.7% |
25.7% |
25.7% |
25.7% |
|
| U.S. Equities (SPY) |
4.0% |
23.9% |
23.9% |
23.9% |
23.9% |
50.8% |
| U.S. Bonds (BND) |
3.1% |
15.5% |
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 |
3.1% |
21.2% |
21.2% |
21.2% |
21.2% |
38.5% |
| s.tals |
5.1% |
19.9% |
19.9% |
19.9% |
19.9% |
41.7% |
| s.talb |
4.9% |
22.9% |
22.9% |
22.9% |
22.9% |
41.1% |
| s.talc |
4.9% |
19.9% |
19.9% |
19.9% |
19.9% |
0% |
| s.wors |
1.8% |
15.5% |
15.5% |
15.6% |
29.7% |
0% |
| s.talm |
2.7% |
16.7% |
16.7% |
16.7% |
16.7% |
0% |
| s.swan |
2.5% |
14.1% |
23.8% |
23.8% |
40.6% |
0% |
| s.plus |
2.6% |
24% |
24% |
24% |
24% |
24% |
| s.noeq |
3.8% |
24.1% |
24.1% |
24.1% |
24.1% |
24.1% |
| s.ivyp |
3.3% |
17% |
18.1% |
18.1% |
18.1% |
0% |
| s.dali |
2.3% |
17.9% |
17.9% |
17.9% |
17.9% |
0% |
| s.brow |
2.1% |
17.5% |
17.5% |
17.5% |
17.5% |
17.5% |
| s.yale |
4.6% |
25.6% |
25.6% |
25.6% |
25.6% |
42.2% |
| s.seco |
3.6% |
24.5% |
24.5% |
24.5% |
24.5% |
49.2% |
| s.nobr |
4% |
23.4% |
23.4% |
23.4% |
23.4% |
43.3% |
| s.aron |
3.8% |
24.3% |
24.3% |
24.3% |
24.3% |
41.1% |
| s.lowv |
1.9% |
13.2% |
13.2% |
13.2% |
0% |
0% |
| s.bens |
2.8% |
19.8% |
19.8% |
19.8% |
19.8% |
45% |
| s.aggr |
3.2% |
23.5% |
23.5% |
23.5% |
0% |
0% |
| s.8020 |
4% |
22.7% |
22.7% |
22.7% |
22.7% |
42.1% |
| s.7030 |
3.8% |
21.7% |
21.7% |
21.7% |
21.7% |
37.3% |
| s.smar |
3.1% |
17.1% |
17.1% |
17.1% |
17.1% |
37.6% |
| s.marg |
2.8% |
23% |
23% |
23% |
23% |
40.5% |
| s.coff |
4.2% |
19.8% |
19.8% |
19.8% |
19.8% |
36% |
| s.buyh |
3.1% |
18.7% |
18.7% |
18.7% |
18.7% |
35.7% |
| s.swen |
4.6% |
25.1% |
25.1% |
25.1% |
25.1% |
0% |
| s.mode |
3.3% |
21.6% |
21.6% |
21.6% |
21.6% |
0% |
| s.lazy |
3.5% |
17% |
21.4% |
21.4% |
21.4% |
0% |
| s.have |
2.3% |
15.1% |
15.1% |
15.1% |
15.1% |
0% |
| s.grah |
2.9% |
18.2% |
18.2% |
18.2% |
18.2% |
0% |
| s.couc |
3% |
19.4% |
19.4% |
19.4% |
19.4% |
28.7% |
| s.712 |
2.8% |
16% |
19.1% |
19.1% |
19.1% |
0% |
| s.6040 |
3.6% |
20.7% |
20.7% |
20.7% |
20.7% |
32.2% |
| s.5050 |
3.4% |
19.6% |
19.6% |
19.6% |
19.6% |
26.7% |
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| s.coff |
10.9% |
13.6% |
13.9% |
11.1% |
10.6% |
11.3% |
| Peer Group* average |
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
9.4% |
13.7% |
14.0% |
11.3% |
10.5% |
10.7% |
| Global Equities (ACWI) |
11.0% |
18.0% |
19.4% |
16.2% |
16.4% |
|
| U.S. Equities (SPY) |
12.4% |
19.4% |
21.0% |
17.3% |
16.6% |
16.6% |
| U.S. Bonds (BND) |
6.5% |
7.5% |
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 |
11.3% |
16% |
16.6% |
13.3% |
13.4% |
15% |
| s.tals |
15% |
15.3% |
15.7% |
12.7% |
12.5% |
14% |
| s.talb |
12.3% |
15.4% |
15.5% |
12.4% |
11.9% |
13.4% |
| s.talc |
11.8% |
14.2% |
14.1% |
11.4% |
10.9% |
0% |
| s.wors |
4.9% |
5.7% |
5.8% |
5.7% |
5.5% |
0% |
| s.talm |
12.5% |
15.5% |
15.9% |
12.9% |
12.9% |
0% |
| s.swan |
8.9% |
13.6% |
16.7% |
14% |
14% |
0% |
| s.plus |
8.6% |
14.1% |
13.8% |
11.4% |
10.6% |
10.7% |
| s.noeq |
12.8% |
14.6% |
13.6% |
12.1% |
11.6% |
12.6% |
| s.ivyp |
8.2% |
13.2% |
14.5% |
11.7% |
11.7% |
0% |
| s.dali |
6.3% |
9.8% |
9.6% |
7.6% |
7.1% |
0% |
| s.brow |
7.1% |
10.3% |
9.7% |
8.1% |
7.6% |
7.8% |
| s.yale |
11.6% |
15.6% |
15.6% |
12.5% |
11.9% |
13.1% |
| s.seco |
10.1% |
16.8% |
18.4% |
15.1% |
14.8% |
15.4% |
| s.nobr |
11.2% |
15.9% |
17% |
13.7% |
13.5% |
13.9% |
| s.aron |
10.5% |
15% |
15.5% |
12.6% |
12.1% |
13% |
| s.lowv |
5.2% |
8% |
8.3% |
7.1% |
0% |
0% |
| s.bens |
8.5% |
14.2% |
15.5% |
12.9% |
12.9% |
13.7% |
| s.aggr |
10.7% |
15.9% |
17.1% |
14.3% |
0% |
0% |
| s.8020 |
11.1% |
16.5% |
17.6% |
14.4% |
13.7% |
13.9% |
| s.7030 |
10.2% |
15.1% |
15.8% |
12.8% |
12.1% |
12.2% |
| s.smar |
8.4% |
11.9% |
13% |
10.5% |
10.3% |
11% |
| s.marg |
7.9% |
13.8% |
14.5% |
11.8% |
11.5% |
12.2% |
| s.coff |
10.9% |
13.6% |
13.9% |
11.1% |
10.6% |
11.3% |
| s.buyh |
8.6% |
12.1% |
12.6% |
10.1% |
10% |
10.9% |
| s.swen |
11.9% |
15.6% |
15.5% |
12.4% |
11.9% |
0% |
| s.mode |
9.5% |
13.4% |
13.9% |
11.2% |
10.8% |
0% |
| s.lazy |
9.7% |
14.7% |
16.7% |
13.2% |
12.9% |
0% |
| s.have |
10% |
12.9% |
12.8% |
10.4% |
10.3% |
0% |
| s.grah |
9.1% |
12.6% |
12.9% |
10.2% |
9.7% |
0% |
| s.couc |
7.7% |
12.4% |
12.7% |
10.1% |
9.4% |
9.7% |
| s.712 |
8.4% |
12.8% |
14.4% |
11.6% |
11.6% |
0% |
| s.6040 |
9.4% |
13.7% |
14% |
11.3% |
10.5% |
10.7% |
| s.5050 |
8.6% |
12.4% |
12.4% |
9.8% |
9% |
9.2% |
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| s.coff |
5.3% |
9.0% |
9.3% |
7.3% |
6.7% |
7.7% |
| Peer Group* average |
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
4.7% |
9.2% |
9.0% |
7.1% |
6.5% |
7.0% |
| Global Equities (ACWI) |
5.1% |
11.8% |
12.6% |
10.5% |
10.5% |
|
| U.S. Equities (SPY) |
5.4% |
12.5% |
13.1% |
10.8% |
10.2% |
11.0% |
| U.S. Bonds (BND) |
3.9% |
5.4% |
4.5% |
3.4% |
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 |
4.6% |
10.2% |
10.6% |
8.1% |
8% |
9.8% |
| s.tals |
7.4% |
9.9% |
10.5% |
8.4% |
7.9% |
9.6% |
| s.talb |
6.7% |
10.3% |
10.4% |
8.2% |
7.5% |
9.1% |
| s.talc |
6.4% |
9.3% |
9.4% |
7.4% |
6.8% |
0% |
| s.wors |
2.1% |
4.5% |
4% |
3.8% |
3.7% |
0% |
| s.talm |
4.7% |
9.5% |
10.3% |
8% |
7.8% |
0% |
| s.swan |
3.2% |
7.9% |
10.9% |
9% |
9.5% |
0% |
| s.plus |
3.2% |
9.3% |
8.3% |
6.6% |
6.1% |
6.3% |
| s.noeq |
6% |
9.8% |
8.6% |
7.4% |
7% |
8% |
| s.ivyp |
4.5% |
9.1% |
10% |
7.9% |
7.8% |
0% |
| s.dali |
3.1% |
7% |
6.6% |
5% |
4.5% |
0% |
| s.brow |
2.6% |
6.7% |
5.8% |
4.6% |
4.3% |
4.6% |
| s.yale |
6.1% |
10.8% |
10.5% |
8.3% |
7.6% |
9% |
| s.seco |
4.6% |
11.1% |
11.9% |
9.8% |
9.4% |
10.4% |
| s.nobr |
5.1% |
10.4% |
11.1% |
9% |
8.5% |
9.4% |
| s.aron |
5% |
10.3% |
10.3% |
8.3% |
7.7% |
8.8% |
| s.lowv |
2.4% |
5.1% |
5.7% |
4.7% |
0% |
0% |
| s.bens |
4.1% |
9.3% |
10.1% |
8.4% |
8.3% |
9.3% |
| s.aggr |
5% |
10.3% |
11.1% |
9.3% |
0% |
0% |
| s.8020 |
5.2% |
10.9% |
11.2% |
9.1% |
8.4% |
9.2% |
| s.7030 |
4.9% |
10% |
10.1% |
8.1% |
7.4% |
8.1% |
| s.smar |
3.8% |
7.7% |
8.7% |
7% |
6.6% |
7.5% |
| s.marg |
3.7% |
9.6% |
9.7% |
7.8% |
7.4% |
8.4% |
| s.coff |
5.3% |
9% |
9.3% |
7.3% |
6.7% |
7.7% |
| s.buyh |
4.4% |
8.1% |
8.4% |
6.7% |
6.4% |
7.4% |
| s.swen |
6.6% |
10.8% |
10.4% |
8.2% |
7.5% |
0% |
| s.mode |
4.7% |
9.1% |
9.3% |
7.4% |
6.9% |
0% |
| s.lazy |
5.1% |
10% |
11.4% |
8.9% |
8.5% |
0% |
| s.have |
3.7% |
8.2% |
8.5% |
6.8% |
6.6% |
0% |
| s.grah |
4.5% |
8.3% |
8.7% |
6.8% |
6.2% |
0% |
| s.couc |
3.9% |
8.5% |
8.2% |
6.5% |
5.8% |
6.5% |
| s.712 |
4.1% |
8.7% |
9.9% |
7.9% |
7.7% |
0% |
| s.6040 |
4.7% |
9.2% |
9% |
7.1% |
6.5% |
7% |
| s.5050 |
4.4% |
8.4% |
8% |
6.2% |
5.5% |
6% |
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| s.coff |
0.76 |
0.71 |
0.68 |
0.64 |
0.64 |
0.67 |
| Peer Group* average |
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
0.78 |
0.74 |
0.70 |
0.67 |
0.65 |
0.65 |
| Global Equities (ACWI) |
0.90 |
0.94 |
0.94 |
0.94 |
0.99 |
|
| U.S. Equities (SPY) |
1.00 |
1.00 |
1.00 |
1.00 |
1.00 |
1.00 |
| U.S. Bonds (BND) |
0.78 |
0.74 |
0.70 |
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 |
0.620289656736043 |
0.761625643615501 |
0.755431992302431 |
0.663073766320872 |
0.679703095661861 |
0.741854184522926 |
| s.tals |
0.943593823735198 |
0.761510851896889 |
0.74216468474615 |
0.684308144827238 |
0.699131375734382 |
0.759266812413716 |
| s.talb |
0.890182006475992 |
0.80817303316913 |
0.762114207545407 |
0.682912199986507 |
0.672806340839993 |
0.734815025429354 |
| s.talc |
0.80711281078602 |
0.721996271547647 |
0.686251042606081 |
0.621271623880553 |
0.612975596387287 |
0 |
| s.wors |
-0.0897951427829424 |
0.163607554065626 |
0.0715004181394581 |
0.0108157520907885 |
-0.00669939935805917 |
0 |
| s.talm |
0.494041284205654 |
0.678013595468014 |
0.697028432551937 |
0.601958532775253 |
0.615669794370762 |
0 |
| s.swan |
-0.0287539050714208 |
0.368556421883238 |
0.574005259489465 |
0.532226561037584 |
0.580474942627325 |
0 |
| s.plus |
0.55746348725772 |
0.652027593761913 |
0.523223074583426 |
0.416540847632635 |
0.353790428062242 |
0.349136325695393 |
| s.noeq |
0.592271555897422 |
0.636424170530424 |
0.508618862830303 |
0.354745572472111 |
0.302007379906721 |
0.367720233272864 |
| s.ivyp |
0.615513397970515 |
0.675142160289908 |
0.691901505952455 |
0.650534796625053 |
0.681663952104341 |
0 |
| s.dali |
0.444612311368396 |
0.512026910718013 |
0.456923181182377 |
0.3854019356044 |
0.352609563119769 |
0 |
| s.brow |
0.416631079132295 |
0.476915408460177 |
0.382637411495352 |
0.301365424096329 |
0.258057059831074 |
0.256732720258044 |
| s.yale |
0.84210916931915 |
0.830160020694018 |
0.769181154150509 |
0.698192002170551 |
0.684425029401035 |
0.740562024250597 |
| s.seco |
0.810380233842326 |
0.883141978356898 |
0.893854423699815 |
0.883202868351039 |
0.90476195871341 |
0.924129645397137 |
| s.nobr |
0.824458143615582 |
0.83139421087611 |
0.830762369505794 |
0.799313624962801 |
0.819727244341288 |
0.834121361533739 |
| s.aron |
0.797345957659788 |
0.79353896011436 |
0.759994087246842 |
0.728757172169233 |
0.726434651966187 |
0.756454707799592 |
| s.lowv |
0.265625216363165 |
0.369481397178743 |
0.389313785019117 |
0.364503190566472 |
0 |
0 |
| s.bens |
0.690985473416616 |
0.742603632326575 |
0.760306825277613 |
0.755721806052381 |
0.788751011384281 |
0.818455512092946 |
| s.aggr |
0.775104987932314 |
0.805337771796578 |
0.803334070129228 |
0.804315554724251 |
0 |
0 |
| s.8020 |
0.913785619660675 |
0.875898029499994 |
0.863855825875572 |
0.846004825421483 |
0.840550100948962 |
0.840394425115553 |
| s.7030 |
0.846956304759117 |
0.806773692779291 |
0.782704680594651 |
0.757021976018516 |
0.745862344509887 |
0.744697256759817 |
| s.smar |
0.620246060386108 |
0.621880857788336 |
0.641083051253021 |
0.618435873079596 |
0.631708236672368 |
0.662690604027745 |
| s.marg |
0.621894691515277 |
0.733638982886483 |
0.717474571453616 |
0.688858470455988 |
0.698573372162903 |
0.721688972068679 |
| s.coff |
0.762923068186459 |
0.707645476928207 |
0.684057019464858 |
0.638080293830736 |
0.636437387562273 |
0.667255687292914 |
| s.buyh |
0.600265916463807 |
0.621133968588441 |
0.614140123546241 |
0.583358279786266 |
0.600553024900788 |
0.634187625817925 |
| s.swen |
0.878956803611012 |
0.827727948957726 |
0.76220988648409 |
0.693449932065639 |
0.679057180073016 |
0 |
| s.mode |
0.709811956123437 |
0.709005102434642 |
0.683011999307991 |
0.646232509824905 |
0.650962617414606 |
0 |
| s.lazy |
0.711689658491512 |
0.744101703122164 |
0.793152609659663 |
0.739074285385525 |
0.752474433542717 |
0 |
| s.have |
0.238125627373864 |
0.503362490258276 |
0.519811974046369 |
0.444152419317166 |
0.463310735653005 |
0 |
| s.grah |
0.582932669295502 |
0.632839445527927 |
0.624696537372506 |
0.577936494474336 |
0.567743307337185 |
0 |
| s.couc |
0.657981921721994 |
0.673353521664957 |
0.635348311099955 |
0.597011204242115 |
0.57439287560216 |
0.577338256576533 |
| s.712 |
0.603211028969064 |
0.654877052455505 |
0.688288043306001 |
0.660388777110319 |
0.688039806157126 |
0 |
| s.6040 |
0.780126989857558 |
0.737649356058587 |
0.70155353531373 |
0.668039126615548 |
0.651174588070812 |
0.649000088404082 |
| s.5050 |
0.713297674956 |
0.668525019337883 |
0.620402390032809 |
0.57905627721258 |
0.556486831631737 |
0.553302920048346 |
Compare: Correlation
for period ending November 30, 2024
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| to Global Stocks (ACWI) |
0.87 |
0.96 |
0.97 |
0.95 |
0.94 |
|
| to S&P500 (SPY) |
0.78 |
0.94 |
0.95 |
0.94 |
0.94 |
0.94 |
| to U.S. Bonds (BND) |
0.87 |
0.84 |
0.70 |
0.57 |
0.45 |
0.42 |
| to Commodities (DBC) |
-0.58 |
0.15 |
0.42 |
0.39 |
0.47 |
0.45 |
| to Gold (GLD) |
-0.03 |
0.33 |
0.28 |
0.16 |
0.18 |
0.16 |
