Ecclesiastes inspired
for period ending August 31, 2026
Quick Links
Overview
s.eccl 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 Ecclesiastes inspired 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 exchange-traded funds and implements a Strategic Asset Allocation based on an "all weather" approach inspired by Ray Dalio which uses a 19% equity allocation..
Category Strategic: DIY. This recipe builds a strategic, do-it-yourself portfolio. This recipe uses a fixed, static allocation.
Ingredients Used This portfolio recipe invests in exchange-traded funds (ETFs).
Peer Group Strategic: DIY
- 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 Ecclesiastes inspired methodology.
- VizMetrics chooses an exchange-traded fund (ETF) to represent each of the seven asset classes.
- VizMetrics assigns a weighting (percent allocation) to each of the seven ETFs.
Cost Access to this portfolio recipe is included at no extra charge as part of your VizMetrics Investor subscription. You can invest in this portfolio recipe using the Recipe Ingredients listed below at your favorite brokerage. See How to Invest, below.
How to Invest
For step-by-step instructions on buying the underlying funds, see "How to Choose and Invest".
Since this Portfolio Recipe is "Strategic: DIY," the percentage allocations below are fixed and do not change month to month. RecipeInvesting calculates returns by rebalancing this Portfolio Recipe to the same target allocation every month.
Recipe ingredients, updated August 31, 2026 and used for September 2026 allocation:
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How to Rebalance
Rebalancing steps
You need to update this portfolio each month to adhere to this portfolio's recipe. See How to Choose and Invest
Compare: Total Return
for period ending August 31, 2026
5-year graph
●
s.eccl
●
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.eccl |
10.9% |
2.5% |
17.8% |
14.5% |
7.5% |
7.7% |
6.1% |
|
| Peer Group* average |
|
|
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
8.0% |
1.8% |
12.7% |
13.9% |
6.9% |
9.5% |
9.7% |
8.2% |
| Global Equities (ACWI) |
14.3% |
2.7% |
22.3% |
20.5% |
10.9% |
12.7% |
11.2% |
|
| U.S. Equities (SPY) |
13.1% |
2.7% |
20.2% |
20.9% |
12.7% |
15.3% |
15.0% |
11.3% |
| U.S. Bonds (BND) |
-0.2% |
0.4% |
1.8% |
4.1% |
-0.4% |
1.4% |
2.0% |
3.1% |
| Ranking: Peer Group* |
Rank: Group |
Rank: Group |
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| Ranking: All Recipes |
Rank: All |
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| s.talg |
9.886551003018052% |
3.36371121441987% |
19.844458459993362% |
21.025726173576984% |
11.205697263734105% |
11.283215746822961% |
9.899846502274023% |
9.80956433750768% |
| s.tals |
10.669325721378243% |
-0.475568734103852% |
12.285269237227947% |
10.67764593844327% |
3.8273025499839353% |
6.163273624720378% |
7.182271783008609% |
6.168946558129207% |
| s.talb |
8.200237754473694% |
0.175423696880193% |
10.239757296163443% |
11.511370047547542% |
4.452205602493264% |
7.214037982383803% |
8.32189004206969% |
7.200882083009019% |
| s.talc |
7.392940166153883% |
-0.336758666106852% |
9.167810219094852% |
10.277144166045925% |
4.22336702976418% |
6.759150726869789% |
7.654538684890966% |
6.922591231805542% |
| s.wors |
4.029179288075402% |
0.399756686014265% |
5.032607247964482% |
5.729078397647758% |
1.09037919055881% |
1.672448272388971% |
-0.601934041323493% |
0% |
| s.talm |
9.806719975893285% |
2.73059238114537% |
17.422324482427953% |
17.815921578632853% |
9.975002030624648% |
9.56032872371637% |
8.789690938217841% |
9.020937451019439% |
| s.swan |
20.957722484876705% |
8.89037300517583% |
34.60460058317243% |
19.285301409730373% |
15.367541691048835% |
10.298567402134173% |
4.465840647771735% |
0% |
| s.plus |
2.2057182854602786% |
4.78924493802033% |
13.358198238732989% |
17.18715521756158% |
7.746709904504856% |
9.647668264725917% |
8.34835414914712% |
9.403620937183788% |
| s.noeq |
4.342986109790381% |
2.70714920898104% |
12.555190789976178% |
13.24905716850071% |
4.2410358439045615% |
5.426448625621361% |
5.43213841894723% |
7.142569845629132% |
| s.ivyp |
16.112026098694% |
1.89151936753087% |
20.2110597463204% |
13.757091490001239% |
7.316359281140561% |
8.413521942689739% |
7.037196586326% |
0% |
| s.dali |
5.501338601999595% |
1.93930402483166% |
10.139982826491778% |
9.69363080417629% |
3.6739859055549884% |
5.424196897121258% |
5.071762214103304% |
0% |
| s.brow |
4.162472705246434% |
3.38261383105128% |
12.87007535829423% |
13.698470161557408% |
6.257472536402542% |
6.983135388986694% |
6.146062404768493% |
7.082223309828128% |
| s.yale |
9.014591074777556% |
1.04415% |
12.626350338081416% |
12.470762413538727% |
4.3065761508532585% |
7.401047785651338% |
8.100416020921596% |
7.0850707335368135% |
| s.seco |
12.850610390596229% |
2.5574% |
19.786920776676098% |
18.808486355566313% |
9.734897413194954% |
11.89418767134358% |
11.264462944915433% |
8.8338965993505% |
| s.nobr |
9.944160649731447% |
1.34475% |
14.835185893327862% |
14.765994472627897% |
7.136562732420981% |
9.445361613566238% |
9.404028874209214% |
7.694564673613669% |
| s.aron |
11.54020888707925% |
2.24045% |
16.499790899318747% |
14.541082077371591% |
5.725331407882295% |
8.510538511107747% |
8.413917110127645% |
7.366440394057339% |
| s.lowv |
6.743419495158265% |
2.33307824601966% |
7.7232398481164255% |
9.502052359210822% |
4.840736433424642% |
5.426595582560201% |
0% |
0% |
| s.bens |
13.368750195223921% |
2.20793885359719% |
19.47403801355847% |
16.719098118051612% |
9.4639944746006% |
10.262551851141023% |
9.34109354472108% |
7.640614042438676% |
| s.aggr |
10.81590128795984% |
1.56638268687496% |
16.31401459651334% |
14.994406776390079% |
6.9952176127516585% |
9.51537917984615% |
8.359134458030248% |
0% |
| s.8020 |
10.721326014442578% |
2.2322977497224% |
16.43830757999254% |
17.261719117986797% |
9.334315931443914% |
12.181252817224753% |
12.199518011498789% |
9.758115996614514% |
| s.7030 |
9.350583896520103% |
1.99867339734913% |
14.563909192460734% |
15.57820234589844% |
8.138622328386358% |
10.853098572623999% |
10.941800535405743% |
8.992146971956938% |
| s.eccl |
10.919650280880354% |
2.51692533881232% |
17.7620930358805% |
14.524888334982844% |
7.5136885169873935% |
7.6896833495715855% |
6.148727972302481% |
0% |
| s.smar |
9.625229146465998% |
1.19465% |
12.958932025365133% |
12.211192388138237% |
6.103988564396379% |
7.603863292277935% |
7.731212120985909% |
6.577440520518074% |
| s.marg |
10.065243221899234% |
1.92412% |
15.444596031554036% |
14.60026949806621% |
6.664825813765951% |
8.794258869925308% |
8.10377235012223% |
6.894393947998112% |
| s.coff |
8.648110951164846% |
0.8504% |
11.553409154362605% |
10.885337015819086% |
4.473022869638488% |
6.756960458399641% |
7.4527962494947975% |
6.537961384574009% |
| s.buyh |
9.176063377554012% |
0.92086% |
13.061087208273548% |
11.468298474581218% |
5.010594373534594% |
6.649981735384647% |
6.52996828171426% |
5.87552194140708% |
| s.swen |
9.259399034645543% |
0.988166603363024% |
13.000575677651604% |
12.51265918391795% |
4.60847761667067% |
7.592557338877626% |
8.287361391193325% |
0% |
| s.mode |
8.596161571732575% |
1.37161432312791% |
13.016733180965346% |
12.849882113328226% |
5.351003818028377% |
7.76017108812459% |
7.6771004318847424% |
0% |
| s.lazy |
14.072510625757184% |
1.79786551669864% |
16.503792871307166% |
12.574932960762531% |
7.683729438349141% |
7.460444203989658% |
6.962955179994146% |
0% |
| s.have |
5.268415637486856% |
1.16446854065246% |
14.827985053076187% |
16.72694068149214% |
9.048411163795178% |
7.999693105073868% |
6.762411740781293% |
0% |
| s.grah |
7.962862942730919% |
0.67519282979795% |
11.907128246997312% |
11.78327056427757% |
5.892168507615714% |
6.800022262534089% |
6.872819780656081% |
5.9841990965005865% |
| s.couc |
6.963681779401476% |
1.33779332352294% |
10.308756048832524% |
12.113052868561436% |
6.010996064090834% |
8.64213484502141% |
8.46100150047735% |
7.490174664889393% |
| s.712 |
14.600893793027936% |
2.30105744191502% |
18.691875378847623% |
13.219220889643534% |
7.01314494742209% |
7.597655821941474% |
6.397080647128939% |
0% |
| s.6040 |
7.981921322556151% |
1.76504904497586% |
12.703269724979393% |
13.903582541499325% |
6.937484526507132% |
9.51715099277366% |
9.676428064650588% |
8.205405846583869% |
| s.5050 |
6.615483272173517% |
1.53142469260259% |
10.856487651204061% |
12.238056671126007% |
5.731268813083945% |
8.174066090643617% |
8.403964869136416% |
7.398511804342589% |
| |
|
|
|
|
|
| s.eccl |
10.6% |
-10.8% |
10.6% |
8.7% |
19.0% |
| Peer Group* average |
|
|
|
|
|
| 60% Equity / 40% Bonds |
14.0% |
-16.7% |
17.5% |
14.4% |
13.2% |
| Global Equities (ACWI) |
18.7% |
-18.4% |
22.3% |
17.5% |
22.4% |
| U.S. Equities (SPY) |
28.7% |
-18.2% |
26.2% |
24.9% |
17.7% |
| U.S. Bonds (BND) |
-1.9% |
-13.1% |
5.4% |
1.4% |
7.1% |
| Ranking: Peer Group* |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
| Ranking: All Recipes |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
| s.talg |
19.664464087749135% |
-15.598216318418368% |
17.214711988249064% |
18.54098006258551% |
26.257197279867796% |
| s.tals |
17.351513207610193% |
-16.76701103603291% |
11.46078195666249% |
7.133684654911776% |
7.143711663006869% |
| s.talb |
20.441605735252068% |
-19.444761593458328% |
14.393335442289334% |
9.84078634469643% |
9.180699138846782% |
| s.talc |
18.657946666363003% |
-14.218504559700262% |
11.01069342441965% |
7.265542471981523% |
8.363995368257292% |
| s.wors |
-0.8752760675580395% |
-5.193713382403498% |
-5.5850453824132344% |
4.927966523632632% |
8.065024302946377% |
| s.talm |
19.57841693544953% |
-8.855614969646163% |
10.177053860703822% |
13.328345401702023% |
22.842353075731438% |
| s.swan |
13.747255890335342% |
12.502245884425633% |
3.874058370484823% |
6.337933712768962% |
32.157657641051514% |
| s.plus |
5.721672315740989% |
-20.918851352939516% |
18.717111310016055% |
16.3547463663974% |
27.315725620718823% |
| s.noeq |
9.360233791399896% |
-19.908507055782675% |
9.533404060398487% |
7.330423976047085% |
21.33962262478417% |
| s.ivyp |
21.704938427611943% |
-12.014180951446384% |
10.2221855824715% |
7.212131442759695% |
13.619495853694886% |
| s.dali |
7.299980200963896% |
-14.241958621420537% |
8.90228272830158% |
6.448168961579315% |
12.844543708212708% |
| s.brow |
3.786635309588071% |
-14.184331442246778% |
11.53634059104478% |
11.03751030987028% |
20.91220160383267% |
| s.yale |
16.932840736533606% |
-21.116376540978255% |
13.629296093446165% |
8.656879153896014% |
12.983836928776405% |
| s.seco |
17.451675362682995% |
-17.83112999626182% |
20.463621090641972% |
17.629852703283277% |
18.686935128696568% |
| s.nobr |
14.863473775715331% |
-16.286747917806476% |
16.917684263414735% |
11.328535577219355% |
16.252988294336102% |
| s.aron |
9.834311847759714% |
-18.979648883504485% |
14.450440954853349% |
9.896857483988253% |
15.938913501290731% |
| s.lowv |
6.182711474432234% |
-7.19217228056449% |
6.624104523682117% |
8.998048188750696% |
8.929717052924246% |
| s.bens |
15.755759283470127% |
-12.55330653310497% |
16.454099965777736% |
12.291681719886727% |
18.613484564584716% |
| s.aggr |
11.42300425122067% |
-15.885273632790021% |
15.554645404185518% |
10.380346282399234% |
17.96675156495602% |
| s.8020 |
19.745236437691748% |
-18.069856178937048% |
21.715854846908343% |
19.055324096660087% |
15.145797655752812% |
| s.7030 |
16.863416355419012% |
-17.374022665733214% |
19.590493283645394% |
16.72905654798138% |
14.159066171868817% |
| s.eccl |
10.58812493668615% |
-10.803516352631382% |
10.611106706808249% |
8.693796574289214% |
19.02947421188457% |
| s.smar |
12.437649444711596% |
-11.278273380569582% |
11.584960028510505% |
9.636904002621694% |
11.571649317904376% |
| s.marg |
13.1713721596459% |
-16.895565250573785% |
14.206409550113497% |
11.464316425293486% |
16.820789965756067% |
| s.coff |
13.563426155564962% |
-14.567101449567343% |
10.994479821109993% |
7.850264562155007% |
9.972190811561177% |
| s.buyh |
10.258527154816921% |
-12.713752642012565% |
9.857140463372627% |
6.065553794097078% |
14.164930753039528% |
| s.swen |
16.982923182007536% |
-20.637104995131484% |
14.271516132623606% |
7.948200154927365% |
13.672699987120197% |
| s.mode |
10.587385015341289% |
-16.87773868773651% |
13.79468459314117% |
9.534484687131407% |
14.32220431041542% |
| s.lazy |
20.14247541111649% |
-8.044388392624835% |
10.664061058410645% |
6.005590421040563% |
12.798878663478174% |
| s.have |
6.9015112824667435% |
-4.6883118310033005% |
4.053214842370045% |
11.765228221760271% |
29.74003350271939% |
| s.grah |
10.811553442992317% |
-10.47245015695144% |
10.687017903096784% |
6.219470399123939% |
15.411458087727015% |
| s.couc |
15.414765101641702% |
-15.707135213926593% |
14.590685741503883% |
12.336401529801911% |
12.016218451348193% |
| s.712 |
14.499841575028771% |
-9.996463947129019% |
9.661785591112881% |
6.796065896275483% |
13.803986696226467% |
| s.6040 |
14.0345204547633% |
-16.698654282628166% |
17.48980070247772% |
14.436676192068454% |
13.165746115359344% |
| s.5050 |
11.257944667126175% |
-16.04439480282839% |
15.413674169784318% |
12.17787030166022% |
12.166137287402833% |
Compare: Risk vs. Return
for period ending August 31, 2026
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Maximum Drawdown vs. Annual Return
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s.eccl
●
Peer group
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All other recipes
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S&P 500 (SPY)
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U.S. Bonds (BND)
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Balanced (60% Equity / 40% Bonds)
Downside Deviation vs. Annual Return
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s.eccl
●
Peer group
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All other recipes
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S&P 500 (SPY)
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U.S. Bonds (BND)
●
Balanced (60% Equity / 40% Bonds)
Standard Deviation vs. Annual Return
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s.eccl
●
Peer group
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All other recipes
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S&P 500 (SPY)
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U.S. Bonds (BND)
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Balanced (60% Equity / 40% Bonds)
Beta vs. Annual Return
●
s.eccl
●
Peer group
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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.eccl |
4.4% |
0.6% |
-3.3% |
-4.3% |
-6.5% |
|
| Peer Group* average |
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
-2.3% |
-3.4% |
-4.8% |
-2.7% |
-1.6% |
0.2% |
| Global Equities (ACWI) |
2.8% |
0.9% |
-1.4% |
-2.1% |
-3.8% |
|
| U.S. Equities (SPY) |
0.0% |
0.0% |
0.0% |
0.0% |
0.0% |
0.0% |
| U.S. Bonds (BND) |
-24.2% |
-17.3% |
-20.4% |
-16.7% |
-12.9% |
-5.1% |
| Ranking: Peer Group* |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
| Ranking: All Recipes |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
| s.talg |
-0.7957686822611159% |
1.9743334744595096% |
-0.3910171180044477% |
-2.0132913403207535% |
-3.7712946137293706% |
-0.5864586190201884% |
| s.tals |
-3.801111067919365% |
-9.578996097464152% |
-9.020369303501141% |
-8.20867388683384% |
-6.475850949439525% |
-4.386832450831203% |
| s.talb |
-6.2491164478406755% |
-7.92972526098462% |
-8.252796368326678% |
-6.61256025807237% |
-4.59557629415254% |
-2.851198792918904% |
| s.talc |
-7.014236925878727% |
-8.95148498164605% |
-8.565035201690975% |
-6.762615341743379% |
-4.87331890849571% |
-2.6271912242909794% |
| s.wors |
-13.60314426082248% |
-13.064774387071399% |
-17.852606650581464% |
-15.68336900659589% |
-19.714838789675913% |
0% |
| s.talm |
-3.675039248321788% |
-2.3725008047419625% |
-1.7755358974697257% |
-4.018535059213642% |
-4.95361983791247% |
-1.3063714992818962% |
| s.swan |
7.369374000786269% |
-0.668420032536341% |
4.8894073003319285% |
-3.865028448519375% |
-10.516799130340837% |
0% |
| s.plus |
-7.31789542030239% |
-1.4241515701829197% |
-4.101553858871965% |
-2.846488464978979% |
-4.038027686414212% |
1.9194300574822911% |
| s.noeq |
-7.591732268548165% |
-7.315193381044926% |
-8.502299880990972% |
-8.949522782785927% |
-8.602115970664617% |
-2.6628138615862227% |
| s.ivyp |
11.119882486412397% |
-2.2826582429624747% |
-4.212570471524497% |
-4.598024794154972% |
-6.190389880802655% |
0% |
| s.dali |
-1.5545992852399575% |
-5.892611328240745% |
-9.76611033672142% |
-6.976852473291271% |
-6.471033151539072% |
0% |
| s.brow |
-4.329033785698776% |
-2.0574651844704483% |
-5.207813160833696% |
-4.369807441079271% |
-4.923356591150037% |
1.1925908671780938% |
| s.yale |
-4.094649829222698% |
-6.933216689397767% |
-8.42522539258302% |
-6.471107592307804% |
-5.001860599344393% |
-2.9222497340915936% |
| s.seco |
1.5641460143468997% |
-0.03551562550034859% |
-2.296071471546635% |
-2.3237066300676954% |
-2.8731290359280592% |
-1.98617683113517% |
| s.nobr |
-0.17423086776489782% |
-3.8214407032681628% |
-5.014424254111171% |
-4.442702272744405% |
-4.142310574103014% |
-2.577733522409418% |
| s.aron |
-0.7251378777055564% |
-4.28393896715837% |
-6.688711846809174% |
-5.142491562808578% |
-4.800902715409428% |
-2.5227230081400664% |
| s.lowv |
-6.685981207236715% |
-3.8946929505543615% |
-7.407568872100184% |
-6.450687248704068% |
0% |
0% |
| s.bens |
5.408717014802022% |
0.8451004225810443% |
-1.5730806426289279% |
-2.7772375047387765% |
-3.8373531313458056% |
-2.518775376560243% |
| s.aggr |
0.16709419645130907% |
-3.4188015927731783% |
-5.215986671818769% |
-4.562257019695286% |
-6.0335616813864075% |
0% |
| s.8020 |
-0.7676377758357038% |
-1.8057578166726156% |
-2.6056012844171965% |
-1.4994124454450422% |
-0.9908247390204057% |
-0.05114664707791938% |
| s.7030 |
-1.4583373073682306% |
-2.5287123809750014% |
-3.6009114737096946% |
-2.011756546116654% |
-1.2207705166175096% |
0.09696134491453279% |
| s.eccl |
4.357469383107382% |
0.6060033661129012% |
-3.2555032682784395% |
-4.253572358411782% |
-6.46557412314934% |
0% |
| s.smar |
-0.04306674480718442% |
-4.221564124405912% |
-5.656526090748473% |
-5.052179409931879% |
-4.194923726019528% |
-2.494146131528028% |
| s.marg |
-0.11073560137172933% |
-1.822959828487889% |
-5.263213561068495% |
-4.113480098134415% |
-4.648276764688271% |
-2.754726562336195% |
| s.coff |
-2.637400233233093% |
-7.812026445855066% |
-8.231070458622609% |
-6.704396557758521% |
-4.949430822656131% |
-2.7339289603498296% |
| s.buyh |
-1.0206801518438162% |
-5.697037426208745% |
-7.410338478604502% |
-6.3746189835219695% |
-5.9469897982145% |
-3.4479621064390527% |
| s.swen |
-3.4669749866597943% |
-6.95630117897443% |
-8.063252321538297% |
-6.188832814833602% |
-4.725280896985591% |
0% |
| s.mode |
-1.8870675998652953% |
-4.729252217884508% |
-7.003050592186631% |
-5.246575229035639% |
-4.8147923495669716% |
0% |
| s.lazy |
6.0685384791468735% |
-4.764548299370411% |
-3.9911097269499622% |
-6.673533642054191% |
-6.927347921093927% |
0% |
| s.have |
-4.615329792428653% |
-0.6593894413418546% |
-1.920886435757315% |
-4.6945560627494425% |
-6.092207755525847% |
0% |
| s.grah |
1.5418811836138495% |
-4.490129778790022% |
-6.0425020384993715% |
-6.106316599646471% |
-5.162373057627166% |
-2.986111626900838% |
| s.couc |
-4.7651530940153% |
-4.023205897684399% |
-5.880656102418469% |
-3.0099756883176028% |
-2.333481105466543% |
-0.07251845185852801% |
| s.712 |
9.15619653068974% |
-3.0564506525635586% |
-4.518700739799586% |
-5.7453780164004575% |
-7.0585314899206795% |
0% |
| s.6040 |
-2.3462656502425627% |
-3.4364437589745815% |
-4.814679684722512% |
-2.6931429815304373% |
-1.5611533775254394% |
0.22482421901607452% |
| s.5050 |
-3.53163155154901% |
-4.594823225942374% |
-6.30831824578637% |
-3.6172882993870115% |
-2.074411693313575% |
0.3056519688143613% |
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| s.eccl |
5.9% |
2.8% |
-1.2% |
-1.5% |
-2.8% |
|
| Peer Group* average |
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
-1.3% |
-2.2% |
-3.4% |
-1.7% |
-0.9% |
0.3% |
| Global Equities (ACWI) |
3.2% |
1.3% |
-1.1% |
-1.7% |
-3.3% |
|
| U.S. Equities (SPY) |
-0.0% |
0.0% |
-0.0% |
-0.0% |
-0.0% |
-0.0% |
| U.S. Bonds (BND) |
-3.3% |
-4.1% |
-6.9% |
-3.3% |
-1.4% |
0.6% |
| Ranking: Peer Group* |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
| Ranking: All Recipes |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
| s.talg |
4.7946789738886135% |
5.959434240146029% |
0.8008025467639124% |
-0.02475662837595216% |
-0.9848237391360168% |
1.112929861347653% |
| s.tals |
0.05638963037892708% |
-5.5313373354655% |
-6.468156961260568% |
-5.243929768702936% |
-3.6992907016970022% |
-2.6696880084040675% |
| s.talb |
-2.3763322861999203% |
-4.616553689305435% |
-6.132519248865556% |
-4.157716399250974% |
-2.3479033405755096% |
-1.4406399913511638% |
| s.talc |
-1.4237745168982894% |
-4.165879656008019% |
-5.6514784615295195% |
-3.7333553991433046% |
-2.190917195894457% |
-1.051883056840266% |
| s.wors |
2.868582292914791% |
2.335739782200564% |
-4.164498595116389% |
-1.4826570456899226% |
-2.451268199606485% |
0% |
| s.talm |
6.613685987011236% |
5.408682505329569% |
0.47905896020913463% |
-0.7672506593440609% |
-1.0984639874818711% |
0.974668018672654% |
| s.swan |
28.366044964861985% |
13.114606969658508% |
8.122866661221703% |
1.1256836791819484% |
-4.636565309672694% |
0% |
| s.plus |
-1.3598273185463672% |
2.75653304132155% |
-1.8445949055156392% |
1.0687571825834956% |
1.0219439318110597% |
4.229657976094918% |
| s.noeq |
1.9905730236586958% |
0.6674744453364614% |
-4.804342024598339% |
-2.273581831821865% |
-0.9535357020615933% |
1.9396239871823142% |
| s.ivyp |
9.44839696182069% |
0.5782987366471541% |
-2.2738632709968503% |
-2.3162306145990037% |
-3.423453198300476% |
0% |
| s.dali |
1.1866932471592095% |
-1.1954318519471094% |
-4.560079413448922% |
-2.285944177166308% |
-1.7091520248800212% |
0% |
| s.brow |
2.16251261143403% |
2.4203857773971755% |
-1.8494713408663275% |
0.058954016394893394% |
0.35301807130905116% |
2.831946721298225% |
| s.yale |
-1.2651031480978396% |
-3.969307751201537% |
-6.491207782733986% |
-4.142780134811205% |
-2.7732585554135643% |
-1.6458066964383935% |
| s.seco |
2.0072484096494705% |
0.42642179704396455% |
-1.854758457710509% |
-1.8347151560064% |
-2.335772500079278% |
-1.6767256939867714% |
| s.nobr |
1.2101731707884706% |
-1.7542533239174851% |
-3.7522952829812075% |
-3.171262521429896% |
-2.9497503029798313% |
-1.899364239554405% |
| s.aron |
1.2810737582718996% |
-2.1520320107237794% |
-4.954111111810788% |
-3.3725382116142653% |
-3.0311497236822778% |
-1.5473101125570015% |
| s.lowv |
0.89008764206217% |
1.8432796017579278% |
-2.197209639211068% |
-1.549372848920716% |
0% |
0% |
| s.bens |
4.8220542615794955% |
1.412174442469711% |
-0.8759754617555044% |
-1.727584869413337% |
-2.5897561691859394% |
-1.7997575028489479% |
| s.aggr |
1.9272139210504786% |
-1.1753917098421347% |
-3.725299654133024% |
-2.9618361518249303% |
-4.381931267330835% |
0% |
| s.8020 |
-0.5328592961765164% |
-1.4456533511958085% |
-2.2083353045276164% |
-1.2145809759119341% |
-0.7687859838848787% |
0.00854650308764704% |
| s.7030 |
-0.9219776786971945% |
-1.8101610137561313% |
-2.7816158818854086% |
-1.4465049427255376% |
-0.8186568563387855% |
0.14814292569585596% |
| s.eccl |
5.895169587760563% |
2.7951862701276706% |
-1.1850272399999797% |
-1.4897318382705969% |
-2.7936505072527575% |
0% |
| s.smar |
1.589918646813845% |
-1.3819501421120757% |
-3.1815942212126753% |
-2.7872862395335494% |
-2.253796993073248% |
-1.3987917934959535% |
| s.marg |
0.9235398359958076% |
-0.35238630247112646% |
-3.5404900252664735% |
-2.502301982650203% |
-2.849555899142983% |
-1.6935567457617093% |
| s.coff |
0.7076219430692605% |
-3.756359389891478% |
-5.333513156097174% |
-3.9429260585159343% |
-2.677092920191189% |
-1.4778387512095232% |
| s.buyh |
1.776817076200075% |
-1.6795509581663088% |
-4.193220179380668% |
-3.2794551504093645% |
-3.037327041240882% |
-1.822442583349848% |
| s.swen |
-0.7870934552114051% |
-3.920750251579186% |
-6.157491388665709% |
-3.869493674789804% |
-2.515034419117068% |
0% |
| s.mode |
-0.28456920833328425% |
-2.211239977218778% |
-4.605402451948903% |
-3.059046853605829% |
-2.7169468212376486% |
0% |
| s.lazy |
7.477813391611513% |
-0.317529959667441% |
-2.1437315990506765% |
-4.180401665240731% |
-4.365064763218995% |
0% |
| s.have |
7.135716150335911% |
7.725989859371597% |
0.9801306766817643% |
-0.1641346054251258% |
-0.9465300968627366% |
0% |
| s.grah |
3.6432275199934976% |
0.12186427834815738% |
-3.0921864412526867% |
-2.9105011857824907% |
-2.2583546906252074% |
-1.28080549832086% |
| s.couc |
-2.5345291727801342% |
-2.1529657199522907% |
-3.7107755386423857% |
-1.647771891991253% |
-1.1162075174022101% |
0.22741187513754824% |
| s.712 |
7.825343884749892% |
0.049688342273453756% |
-2.4414100048633456% |
-3.226105730780093% |
-4.202333720744778% |
0% |
| s.6040 |
-1.2973371411674357% |
-2.165771708627208% |
-3.3603406580648763% |
-1.6862222447887314% |
-0.8761827234548019% |
0.26696724758856405% |
| s.5050 |
-1.6588392099316493% |
-2.512288469472492% |
-3.9441433457883015% |
-1.9330768691316287% |
-0.9407993153298371% |
0.36563865261306905% |
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| s.eccl |
1.48 |
1.25 |
0.33 |
0.54 |
0.49 |
|
| Peer Group* average |
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
1.04 |
0.98 |
0.25 |
0.64 |
0.81 |
0.65 |
| Global Equities (ACWI) |
1.36 |
1.27 |
0.46 |
0.70 |
0.68 |
|
| U.S. Equities (SPY) |
1.19 |
1.21 |
0.54 |
0.82 |
0.92 |
0.66 |
| U.S. Bonds (BND) |
-0.55 |
-0.04 |
-0.68 |
-0.23 |
0.04 |
0.29 |
| Ranking: Peer Group* |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
| Ranking: All Recipes |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
| s.talg |
1.1389981815743755 |
1.3400026138509389 |
0.5109141860940399 |
0.6916954744982915 |
0.6798313229445128 |
0.6187557379594599 |
| s.tals |
0.9370445401065798 |
0.5579449068544365 |
0.012061934834301792 |
0.3221905629613433 |
0.49960395024358606 |
0.3847162661183703 |
| s.talb |
0.7692938656291265 |
0.6710029112716805 |
0.05674157212082993 |
0.41448116746529656 |
0.6169888913816644 |
0.47479492856990263 |
| s.talc |
0.7145390167017794 |
0.5969855555512512 |
0.033633656955909724 |
0.4003184773728339 |
0.5951122349584346 |
0.4832136724321315 |
| s.wors |
0.2414558177469585 |
0.2781495647198877 |
-0.5178670007228645 |
-0.1681539688989006 |
-0.42001861201758023 |
0 |
| s.talm |
0.9527448169164068 |
1.0535098194794883 |
0.43254881600560874 |
0.5737466292382485 |
0.6030767758852883 |
0.5738206030599156 |
| s.swan |
1.623190957260397 |
1.1601587766385977 |
0.7997395489854822 |
0.5911271085058337 |
0.24974898287637443 |
0 |
| s.plus |
0.7114449654466356 |
1.1173402454669563 |
0.2972789287682829 |
0.6359907505900384 |
0.6536371183266658 |
0.7521599162699031 |
| s.noeq |
0.6905965501814761 |
0.7190381832890721 |
0.04477702067407664 |
0.273658859952314 |
0.3600501024063937 |
0.4840649852599491 |
| s.ivyp |
1.9208205611909581 |
1.054595470288312 |
0.28005875161653315 |
0.5301200234743002 |
0.5146629092301271 |
0 |
| s.dali |
1.0921900488510696 |
0.8025517793351457 |
-0.052081743461218834 |
0.3657496184287211 |
0.47254176871761283 |
0 |
| s.brow |
0.9047832287662303 |
1.0737881812472654 |
0.2153649410930867 |
0.5293700168215336 |
0.5821077730648693 |
0.6969923283762782 |
| s.yale |
0.9188142406644706 |
0.7406297075309353 |
0.04906772157222803 |
0.4230477189960467 |
0.5908283082482528 |
0.4696265257412172 |
| s.seco |
1.2902867778116083 |
1.2075215421546939 |
0.40667321495985403 |
0.6784376337962018 |
0.7386725315276027 |
0.5368677811550484 |
| s.nobr |
1.1816459570160516 |
0.9537086787500866 |
0.24728402781771405 |
0.550115609224331 |
0.6533327088952454 |
0.4949705048041977 |
| s.aron |
1.143674581162718 |
0.9218456817698433 |
0.14883795193938815 |
0.5035132857370773 |
0.6063016542066724 |
0.4938747479808834 |
| s.lowv |
0.732310347033962 |
0.9458895827662017 |
0.0750799821771332 |
0.3968163471780778 |
0 |
0 |
| s.bens |
1.544415067934415 |
1.2680253032551614 |
0.4345195031665003 |
0.643317937715008 |
0.6713335967287646 |
0.49809324506087443 |
| s.aggr |
1.2030659319608625 |
0.980514604500838 |
0.23591607795053846 |
0.5439667022424924 |
0.5370721893985538 |
0 |
| s.8020 |
1.1402793533038733 |
1.0905398962485022 |
0.38777036849579627 |
0.7232305142246397 |
0.8526668539167936 |
0.6456465420489944 |
| s.7030 |
1.095483478986125 |
1.041840622264719 |
0.3250593584751062 |
0.6875764066342291 |
0.8332851296995578 |
0.6482367750005199 |
| s.eccl |
1.4802219716204688 |
1.253578137430151 |
0.3264149364278303 |
0.5421485507939983 |
0.4908717924716063 |
0 |
| s.smar |
1.1920944682147567 |
0.9231399183321389 |
0.19285095193632587 |
0.49964825236277915 |
0.6375514591592519 |
0.48759125125709474 |
| s.marg |
1.185320892215982 |
1.088534189867944 |
0.22394213946349434 |
0.5584774113025956 |
0.6125747076736145 |
0.4768652931441863 |
| s.coff |
1.0161631532700368 |
0.6755811697944242 |
0.05098041502130135 |
0.40352324430998865 |
0.5892770130064799 |
0.47338170751797837 |
| s.buyh |
1.1259507945227252 |
0.8200016800341944 |
0.093433794744976 |
0.41823562407266307 |
0.5227858475575559 |
0.4284147857624852 |
| s.swen |
0.9611528939098353 |
0.7392129177544421 |
0.07016659235871944 |
0.4397186326833739 |
0.6085950619516126 |
0 |
| s.mode |
1.067298175674463 |
0.8895400658986449 |
0.1222990100859237 |
0.49009836498500314 |
0.5996606063426769 |
0 |
| s.lazy |
1.5976598516301614 |
0.8854828913170736 |
0.29725991745882163 |
0.415418561478269 |
0.47226254220831515 |
0 |
| s.have |
0.8881525235655389 |
1.167454481397077 |
0.41291820196619355 |
0.5236429794383438 |
0.5195790280670491 |
0 |
| s.grah |
1.3028862159128054 |
0.9040132742903979 |
0.17139918295699977 |
0.4342047150639482 |
0.5718336454320857 |
0.45374311245782467 |
| s.couc |
0.8700340557569853 |
0.9376522016327181 |
0.18094251898780853 |
0.6135305737384932 |
0.7496611304157718 |
0.6261191956453163 |
| s.712 |
1.7968633815289383 |
1.0017459567042837 |
0.26115740288613914 |
0.46331735325906565 |
0.4587871212698256 |
0 |
| s.6040 |
1.0362566267406972 |
0.9794993031954318 |
0.2494941379712835 |
0.6413214507419388 |
0.8061626313631892 |
0.6494099418258761 |
| s.5050 |
0.9552069357679465 |
0.8985383087256551 |
0.15762468717626557 |
0.5799738920672998 |
0.7670426192457308 |
0.647363608024384 |
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| s.eccl |
2.68 |
2.22 |
0.46 |
0.78 |
0.72 |
|
| Peer Group* average |
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
2.08 |
1.72 |
0.35 |
0.95 |
1.23 |
0.95 |
| Global Equities (ACWI) |
2.68 |
2.39 |
0.68 |
1.04 |
1.04 |
|
| U.S. Equities (SPY) |
2.84 |
2.35 |
0.83 |
1.26 |
1.47 |
0.98 |
| U.S. Bonds (BND) |
2.08 |
1.72 |
0.35 |
0.95 |
1.23 |
0.95 |
| Ranking: Peer Group* |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
| Ranking: All Recipes |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
| s.talg |
1.7931108882551487 |
2.2045279575416843 |
0.7387402153911935 |
1.0370774551301802 |
1.0470534664377817 |
0.9122637448799054 |
| s.tals |
1.870531096778915 |
0.9156297094787271 |
0.01697809891980275 |
0.45641192276087283 |
0.7367708795295925 |
0.5439497858098865 |
| s.talb |
1.3533965600043962 |
1.082613734733281 |
0.07769212328569777 |
0.5844696954984105 |
0.9114641271160799 |
0.6721526740719429 |
| s.talc |
1.1489467276561312 |
0.9485879189218271 |
0.046087953451337316 |
0.5646664233680043 |
0.8800256049508819 |
0.6888259269091255 |
| s.wors |
0.36832766544833856 |
0.43989026020913763 |
-0.6141817995039068 |
-0.22508572026945742 |
-0.5520849147385409 |
0 |
| s.talm |
1.5633146338933557 |
1.7292832836142706 |
0.6347114603978972 |
0.8508294058164376 |
0.9224131952951398 |
0.8478182329786155 |
| s.swan |
3.2958059389560908 |
2.4159898904053114 |
1.3530050001137668 |
0.9362366042536016 |
0.36718504278872727 |
0 |
| s.plus |
1.082871895928891 |
1.7726349577668628 |
0.4176952355779807 |
0.9745178605351544 |
1.029346921102103 |
1.1947352855698274 |
| s.noeq |
1.0876103994765136 |
1.128987687659394 |
0.06198146914222441 |
0.4001060812959 |
0.5412154208512976 |
0.7261789327981458 |
| s.ivyp |
6.154228664524377 |
1.8857316262587476 |
0.38987557662368755 |
0.7481846467030515 |
0.7386124519050029 |
0 |
| s.dali |
1.9043588574669745 |
1.2994502568826898 |
-0.0665281983113129 |
0.5019279169993568 |
0.671306720297616 |
0 |
| s.brow |
1.4069830961568748 |
1.7098352970059105 |
0.2967237245851334 |
0.7932375097675469 |
0.9023058225407043 |
1.0924079412307892 |
| s.yale |
1.5219116919603186 |
1.1832731009789166 |
0.06604328272971915 |
0.5935612481040246 |
0.8647539919414929 |
0.6612441917403634 |
| s.seco |
2.457366484554862 |
2.2042684035464895 |
0.5910941041905944 |
1.006723262639566 |
1.1245116505557091 |
0.7757492295536578 |
| s.nobr |
1.9357330700357975 |
1.6095908636639618 |
0.351041346768671 |
0.7998113851967937 |
0.9801143276317489 |
0.7122654738631123 |
| s.aron |
1.9387509831272218 |
1.533731495035656 |
0.20445694562165745 |
0.7217096195281278 |
0.8977904050210214 |
0.7051548379104312 |
| s.lowv |
1.0652180180232849 |
1.4735674052911738 |
0.09875582939052426 |
0.5398092098819469 |
0 |
0 |
| s.bens |
2.9848796912418187 |
2.326540600936939 |
0.6284272686692232 |
0.9419261840652079 |
1.0079709888682313 |
0.7158179407267282 |
| s.aggr |
1.9992839260729243 |
1.6719307487008819 |
0.3367151089272154 |
0.8007085132713626 |
0.8019467685027678 |
0 |
| s.8020 |
2.538426558954581 |
2.007296022749464 |
0.566245721050528 |
1.092231076066808 |
1.3323460474104838 |
0.9506521167429903 |
| s.7030 |
2.32875643786876 |
1.8761397463916833 |
0.4651892118650565 |
1.027848280450992 |
1.290766385095078 |
0.9524552930680329 |
| s.eccl |
2.6813271744537257 |
2.2158886902491095 |
0.4601677606004797 |
0.7812655203144823 |
0.7164822275367977 |
0 |
| s.smar |
1.9851305927559386 |
1.538635262190532 |
0.267292100220359 |
0.7062412637540311 |
0.9355557099829622 |
0.6917486300046333 |
| s.marg |
2.07390266177719 |
1.8821756833305108 |
0.30506452883744783 |
0.7968820485795173 |
0.9005946824819137 |
0.6741553810740231 |
| s.coff |
1.625194360718357 |
1.0700849826344572 |
0.06926025138435546 |
0.564718665094694 |
0.8579962540503904 |
0.6702031681702615 |
| s.buyh |
1.7512812087753284 |
1.3012295940592575 |
0.12598088913458902 |
0.5861074843053954 |
0.7577716267261199 |
0.6060478309877706 |
| s.swen |
1.6086751869640483 |
1.1773570565268487 |
0.09522193989950088 |
0.6193203972776056 |
0.8953911153759166 |
0 |
| s.mode |
1.8881011719911889 |
1.5034725771739832 |
0.16751895110382758 |
0.6979813921639573 |
0.8840731525521238 |
0 |
| s.lazy |
3.8509879396853925 |
1.467159171503135 |
0.41079944446117245 |
0.5813235421831732 |
0.6809886805076754 |
0 |
| s.have |
1.4630330152752258 |
1.9472398284184191 |
0.5902808977270722 |
0.7541951305226247 |
0.7565093934259445 |
0 |
| s.grah |
1.9789540031964004 |
1.47297363177678 |
0.23246468821293548 |
0.6042757000174253 |
0.8268532417639561 |
0.6403924679952685 |
| s.couc |
1.7438428157705148 |
1.6212791439934404 |
0.2458746893633944 |
0.8891946256870752 |
1.1285785436617564 |
0.8984875011913611 |
| s.712 |
4.588890415269069 |
1.7628378393818263 |
0.36230066350316653 |
0.6483296778822224 |
0.6569171534194771 |
0 |
| s.6040 |
2.079821336402354 |
1.7181464930858537 |
0.3490971279804354 |
0.9465489960559349 |
1.2344706072145881 |
0.9510854876258548 |
| s.5050 |
1.7870774421333095 |
1.5282266904811408 |
0.21516215192106095 |
0.8424878434899917 |
1.1568249073102834 |
0.9433407748430068 |
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| s.eccl |
2.8 |
2.3 |
0.6 |
1.0 |
0.8 |
n/m |
| Peer Group* average |
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
1.4 |
1.3 |
0.3 |
1.0 |
1.2 |
1.0 |
| Global Equities (ACWI) |
2.0 |
1.8 |
0.7 |
1.1 |
1.0 |
n/m |
| U.S. Equities (SPY) |
1.7 |
1.7 |
0.8 |
1.2 |
1.3 |
0.9 |
| U.S. Bonds (BND) |
n/m |
-0.2 |
-1.9 |
n/m |
n/m |
n/m |
| Ranking: Peer Group* |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
| Ranking: All Recipes |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
| Treynor ratio is shown as n/m ("not meaningful") when a portfolio recipe's beta is between -0.20 and +0.20. The Treynor ratio divides excess return by beta, so near-zero beta creates extreme results that are not meaningful for comparison. |
| s.talg |
2.4 |
2.6 |
0.9 |
1.2 |
1.2 |
1.1 |
| s.tals |
1.7 |
0.9 |
-0.1 |
0.5 |
0.8 |
0.6 |
| s.talb |
1.2 |
1 |
-0 |
0.6 |
1 |
0.8 |
| s.talc |
1.3 |
1 |
-0 |
0.6 |
1 |
0.8 |
| s.wors |
0 |
0 |
0 |
0 |
0 |
0 |
| s.talm |
3.2 |
2.8 |
0.9 |
1.1 |
1.1 |
1.1 |
| s.swan |
0 |
0 |
3.2 |
1.5 |
0.5 |
0 |
| s.plus |
1.5 |
2.1 |
0.5 |
1.5 |
1.6 |
2.1 |
| s.noeq |
2.1 |
1.8 |
-0 |
0.7 |
1 |
1.5 |
| s.ivyp |
3.9 |
1.8 |
0.5 |
0.9 |
0.8 |
0 |
| s.dali |
2 |
1.3 |
-0.2 |
0.7 |
0.9 |
0 |
| s.brow |
2.2 |
2.2 |
0.4 |
1.3 |
1.4 |
2 |
| s.yale |
1.4 |
1.1 |
-0 |
0.7 |
0.9 |
0.7 |
| s.seco |
1.9 |
1.7 |
0.6 |
1 |
1.1 |
0.8 |
| s.nobr |
1.9 |
1.4 |
0.3 |
0.8 |
0.9 |
0.7 |
| s.aron |
1.8 |
1.4 |
0.2 |
0.8 |
0.9 |
0.7 |
| s.lowv |
0 |
0 |
0.1 |
0.8 |
0 |
0 |
| s.bens |
2.4 |
1.9 |
0.7 |
1 |
1 |
0.7 |
| s.aggr |
2 |
1.5 |
0.3 |
0.9 |
0.8 |
0 |
| s.8020 |
1.6 |
1.5 |
0.6 |
1.1 |
1.2 |
1 |
| s.7030 |
1.5 |
1.4 |
0.5 |
1.1 |
1.2 |
1 |
| s.eccl |
2.8 |
2.3 |
0.6 |
1 |
0.8 |
0 |
| s.smar |
2 |
1.4 |
0.3 |
0.8 |
1 |
0.7 |
| s.marg |
1.8 |
1.6 |
0.3 |
0.9 |
0.9 |
0.7 |
| s.coff |
1.8 |
1 |
-0 |
0.6 |
0.9 |
0.7 |
| s.buyh |
2 |
1.3 |
0.1 |
0.7 |
0.8 |
0.7 |
| s.swen |
1.5 |
1.1 |
0 |
0.7 |
0.9 |
0 |
| s.mode |
1.6 |
1.3 |
0.1 |
0.8 |
0.9 |
0 |
| s.lazy |
4 |
1.6 |
0.5 |
0.7 |
0.7 |
0 |
| s.have |
4.6 |
4.4 |
1 |
1.2 |
1.1 |
0 |
| s.grah |
3 |
1.7 |
0.3 |
0.7 |
0.9 |
0.7 |
| s.couc |
1.2 |
1.3 |
0.2 |
1 |
1.1 |
1 |
| s.712 |
3.5 |
1.7 |
0.4 |
0.7 |
0.7 |
0 |
| s.6040 |
1.4 |
1.3 |
0.3 |
1 |
1.2 |
1 |
| s.5050 |
1.3 |
1.3 |
0.2 |
0.9 |
1.2 |
1 |
Compare: Risk & Volatility
for period ending August 31, 2026
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| s.eccl |
4.2% |
4.2% |
16.6% |
16.6% |
16.6% |
|
| Peer Group* average |
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
3.7% |
4.5% |
20.7% |
20.7% |
20.7% |
32.2% |
| Global Equities (ACWI) |
6.1% |
6.1% |
25.7% |
25.7% |
25.7% |
|
| U.S. Equities (SPY) |
5.8% |
7.6% |
23.9% |
23.9% |
23.9% |
50.8% |
| U.S. Bonds (BND) |
2.3% |
3.1% |
15.8% |
17.3% |
17.3% |
17.3% |
| Ranking: Peer Group* |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
| Ranking: All Recipes |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
| s.talg |
7.5% |
7.5% |
21.2% |
21.2% |
21.2% |
38.5% |
| s.tals |
3.9% |
8.4% |
19.9% |
19.9% |
19.9% |
41.7% |
| s.talb |
4.4% |
5.1% |
22.9% |
22.9% |
22.9% |
41.1% |
| s.talc |
4.3% |
4.9% |
19.9% |
19.9% |
19.9% |
37.9% |
| s.wors |
4.5% |
4.5% |
15.5% |
15.5% |
29.7% |
0% |
| s.talm |
7.9% |
7.9% |
16.7% |
16.7% |
16.7% |
36% |
| s.swan |
9.9% |
9.9% |
14.1% |
23.8% |
37.2% |
0% |
| s.plus |
8.8% |
8.8% |
24% |
24% |
24% |
24% |
| s.noeq |
8.9% |
8.9% |
24.1% |
24.1% |
24.1% |
24.1% |
| s.ivyp |
1.6% |
3.3% |
17% |
18.1% |
18.1% |
0% |
| s.dali |
2.3% |
2.3% |
17.9% |
17.9% |
17.9% |
0% |
| s.brow |
5.8% |
5.8% |
17.5% |
17.5% |
17.5% |
17.5% |
| s.yale |
5.3% |
5.3% |
25.6% |
25.6% |
25.6% |
42.2% |
| s.seco |
5.8% |
5.8% |
24.5% |
24.5% |
24.5% |
49.2% |
| s.nobr |
5.2% |
5.2% |
23.4% |
23.4% |
23.4% |
43.3% |
| s.aron |
5.5% |
5.5% |
24.3% |
24.3% |
24.3% |
41.1% |
| s.lowv |
3.2% |
3.2% |
13.2% |
13.2% |
0% |
0% |
| s.bens |
4.6% |
4.6% |
19.8% |
19.8% |
19.8% |
45% |
| s.aggr |
5.6% |
5.6% |
23.5% |
23.5% |
23.5% |
0% |
| s.8020 |
4.4% |
6.5% |
22.7% |
22.7% |
22.7% |
42.1% |
| s.7030 |
4% |
5.5% |
21.7% |
21.7% |
21.7% |
37.3% |
| s.eccl |
4.2% |
4.2% |
16.6% |
16.6% |
16.6% |
0% |
| s.smar |
4.1% |
4.1% |
17.1% |
17.1% |
17.1% |
37.6% |
| s.marg |
5% |
5% |
23% |
23% |
23% |
40.5% |
| s.coff |
4.3% |
5.1% |
19.8% |
19.8% |
19.8% |
36% |
| s.buyh |
4.8% |
4.8% |
18.7% |
18.7% |
18.7% |
35.7% |
| s.swen |
5.2% |
5.2% |
25.1% |
25.1% |
25.1% |
0% |
| s.mode |
4.3% |
4.3% |
21.6% |
21.6% |
21.6% |
0% |
| s.lazy |
2.5% |
4.7% |
17% |
21.4% |
21.4% |
0% |
| s.have |
8.9% |
8.9% |
15.1% |
15.1% |
15.1% |
0% |
| s.grah |
3.7% |
3.7% |
18.2% |
18.2% |
18.2% |
32.4% |
| s.couc |
3.2% |
3.2% |
19.4% |
19.4% |
19.4% |
28.7% |
| s.712 |
2.5% |
3.8% |
16% |
19.1% |
19.1% |
0% |
| s.6040 |
3.7% |
4.5% |
20.7% |
20.7% |
20.7% |
32.2% |
| s.5050 |
3.4% |
3.5% |
19.6% |
19.6% |
19.6% |
26.7% |
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| s.eccl |
10.0% |
8.6% |
10.3% |
9.8% |
9.6% |
|
| Peer Group* average |
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
9.0% |
10.5% |
12.2% |
11.5% |
10.4% |
10.9% |
| Global Equities (ACWI) |
14.8% |
14.1% |
16.7% |
16.4% |
15.7% |
|
| U.S. Equities (SPY) |
15.2% |
15.4% |
17.9% |
17.7% |
16.3% |
17.1% |
| U.S. Bonds (BND) |
3.1% |
5.6% |
6.3% |
5.2% |
4.6% |
4.6% |
| Ranking: Peer Group* |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
| Ranking: All Recipes |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
| s.talg |
15.5% |
13.8% |
15.1% |
13.8% |
13.3% |
15.2% |
| s.tals |
9.6% |
12.8% |
13.4% |
12.8% |
12.1% |
14% |
| s.talb |
8.9% |
11.8% |
13.3% |
12.4% |
11.6% |
13.4% |
| s.talc |
7.9% |
10.9% |
12.3% |
11.3% |
10.6% |
12.2% |
| s.wors |
6.1% |
5.2% |
5.6% |
5.4% |
5.3% |
0% |
| s.talm |
15.9% |
14.2% |
14.8% |
13.4% |
13% |
14.8% |
| s.swan |
21.9% |
14.2% |
15.1% |
14.7% |
14.6% |
0% |
| s.plus |
15.1% |
12.6% |
13.5% |
11.9% |
10.9% |
11.1% |
| s.noeq |
14.2% |
13.9% |
13.9% |
12% |
11.7% |
12.9% |
| s.ivyp |
9% |
9.5% |
12% |
11.8% |
11.2% |
0% |
| s.dali |
6% |
6.9% |
8.6% |
7.7% |
7.1% |
0% |
| s.brow |
10.7% |
9.3% |
9.9% |
8.4% |
7.8% |
8.1% |
| s.yale |
10.2% |
12.1% |
13.8% |
12.6% |
11.7% |
13.2% |
| s.seco |
13.4% |
13.2% |
15.4% |
15.3% |
14.4% |
15.7% |
| s.nobr |
9.9% |
11.9% |
14.1% |
13.9% |
13% |
14.1% |
| s.aron |
11.9% |
12.1% |
13.6% |
12.9% |
12% |
13.2% |
| s.lowv |
5.6% |
5.6% |
7.2% |
7% |
0% |
0% |
| s.bens |
10.8% |
10.5% |
12.9% |
13% |
12.4% |
13.8% |
| s.aggr |
11.1% |
11.8% |
14.2% |
14.2% |
14% |
0% |
| s.8020 |
11.9% |
13% |
15% |
14.7% |
13.5% |
14.2% |
| s.7030 |
10.4% |
11.7% |
13.5% |
13% |
11.9% |
12.5% |
| s.eccl |
10% |
8.6% |
10.3% |
9.8% |
9.6% |
0% |
| s.smar |
8% |
9% |
10.6% |
10.6% |
10% |
11.1% |
| s.marg |
10.4% |
10.1% |
12.4% |
11.9% |
11.2% |
12.4% |
| s.coff |
8% |
10.5% |
11.8% |
11.2% |
10.3% |
11.4% |
| s.buyh |
8.6% |
9.2% |
10.8% |
10.3% |
9.7% |
10.9% |
| s.swen |
10.2% |
12.2% |
13.8% |
12.6% |
11.7% |
0% |
| s.mode |
9.1% |
10.3% |
11.9% |
11.3% |
10.6% |
0% |
| s.lazy |
8.3% |
9.9% |
12.9% |
13.2% |
12.4% |
0% |
| s.have |
13.6% |
11.5% |
12.5% |
11% |
10.5% |
0% |
| s.grah |
6.4% |
8.7% |
10.8% |
10.3% |
9.5% |
10.4% |
| s.couc |
7.8% |
8.8% |
10.9% |
10.2% |
9.3% |
9.9% |
| s.712 |
8.7% |
9.4% |
11.5% |
11.7% |
11.2% |
0% |
| s.6040 |
9% |
10.5% |
12.2% |
11.5% |
10.4% |
10.9% |
| s.5050 |
7.7% |
9.4% |
10.9% |
10% |
9% |
9.4% |
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| s.eccl |
5.3% |
4.3% |
6.4% |
6.3% |
6.2% |
|
| Peer Group* average |
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
4.2% |
5.4% |
7.9% |
7.2% |
6.4% |
7.1% |
| Global Equities (ACWI) |
7.4% |
6.9% |
10.4% |
10.5% |
10.0% |
|
| U.S. Equities (SPY) |
6.1% |
7.3% |
10.8% |
10.9% |
9.8% |
11.2% |
| U.S. Bonds (BND) |
2.2% |
3.3% |
4.5% |
3.5% |
3.0% |
2.8% |
| Ranking: Peer Group* |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
| Ranking: All Recipes |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
| s.talg |
9.8% |
7.9% |
9.6% |
8.6% |
8.2% |
10% |
| s.tals |
4.5% |
7.2% |
8.6% |
8.5% |
7.8% |
9.6% |
| s.talb |
4.9% |
6.7% |
8.9% |
8.2% |
7.4% |
9.2% |
| s.talc |
4.8% |
6.3% |
8.1% |
7.5% |
6.8% |
8.3% |
| s.wors |
3.6% |
2.6% |
3.9% |
3.4% |
3.6% |
0% |
| s.talm |
9.6% |
8.1% |
9.2% |
8.5% |
8.1% |
9.7% |
| s.swan |
10.7% |
6.3% |
8.1% |
8.8% |
9.7% |
0% |
| s.plus |
9.8% |
7.5% |
8.8% |
7.2% |
6.5% |
6.6% |
| s.noeq |
8.8% |
8.3% |
9.2% |
7.6% |
7.3% |
8.2% |
| s.ivyp |
2.4% |
4.6% |
7.7% |
7.9% |
7.5% |
0% |
| s.dali |
3% |
3.7% |
5.9% |
5.1% |
4.6% |
0% |
| s.brow |
6.7% |
5.3% |
6.3% |
5% |
4.6% |
4.8% |
| s.yale |
6% |
7% |
9.4% |
8.4% |
7.6% |
9.1% |
| s.seco |
6.9% |
6.6% |
9.7% |
9.8% |
9.1% |
10.6% |
| s.nobr |
5.9% |
6.5% |
9.1% |
9% |
8.3% |
9.5% |
| s.aron |
6.9% |
6.7% |
9.1% |
8.5% |
7.7% |
8.9% |
| s.lowv |
3.5% |
3% |
4.6% |
4.7% |
0% |
0% |
| s.bens |
5.4% |
5.1% |
8% |
8.3% |
7.9% |
9.3% |
| s.aggr |
6.6% |
6.3% |
9% |
9.1% |
9% |
0% |
| s.8020 |
5.1% |
6.4% |
9.4% |
9.2% |
8.2% |
9.3% |
| s.7030 |
4.7% |
5.9% |
8.6% |
8.2% |
7.3% |
8.2% |
| s.eccl |
5.3% |
4.3% |
6.4% |
6.3% |
6.2% |
0% |
| s.smar |
4.7% |
4.8% |
6.8% |
7% |
6.4% |
7.6% |
| s.marg |
5.8% |
5.3% |
8.3% |
7.8% |
7.2% |
8.5% |
| s.coff |
4.8% |
6% |
7.8% |
7.5% |
6.7% |
7.8% |
| s.buyh |
5.4% |
5.3% |
7.2% |
6.8% |
6.3% |
7.5% |
| s.swen |
5.9% |
7% |
9.3% |
8.4% |
7.5% |
0% |
| s.mode |
4.9% |
5.5% |
7.8% |
7.4% |
6.8% |
0% |
| s.lazy |
3.1% |
5.4% |
8.4% |
9% |
8.2% |
0% |
| s.have |
8.1% |
6.4% |
7.8% |
7.1% |
6.8% |
0% |
| s.grah |
4.1% |
4.8% |
7.1% |
6.9% |
6.1% |
7.1% |
| s.couc |
3.6% |
4.5% |
7.2% |
6.5% |
5.8% |
6.6% |
| s.712 |
3.1% |
4.7% |
7.4% |
7.9% |
7.4% |
0% |
| s.6040 |
4.2% |
5.4% |
7.9% |
7.2% |
6.4% |
7.1% |
| s.5050 |
3.8% |
4.9% |
7.1% |
6.4% |
5.6% |
6.1% |
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| s.eccl |
0.49 |
0.44 |
0.51 |
0.51 |
0.54 |
|
| Peer Group* average |
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
0.62 |
0.71 |
0.71 |
0.67 |
0.66 |
0.65 |
| Global Equities (ACWI) |
0.93 |
0.89 |
0.92 |
0.93 |
0.96 |
|
| U.S. Equities (SPY) |
1.00 |
1.00 |
1.00 |
1.00 |
1.00 |
1.00 |
| U.S. Bonds (BND) |
0.62 |
0.71 |
0.71 |
0.67 |
0.66 |
0.65 |
| Ranking: Peer Group* |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
| Ranking: All Recipes |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
| s.talg |
0.6868877297020721 |
0.6456237801470297 |
0.7206930492125414 |
0.6823207916396351 |
0.6845580088199217 |
0.7277351441977 |
| s.tals |
0.516407189669403 |
0.7148248959467951 |
0.7073370287223771 |
0.6902596172483755 |
0.6843219388567191 |
0.7426845118508526 |
| s.talb |
0.5398081498442598 |
0.7099159496620286 |
0.7426404192907214 |
0.6874235733618261 |
0.668235633239685 |
0.7219330665047314 |
| s.talc |
0.4174575899941835 |
0.6078788115611417 |
0.6560031875543472 |
0.6170806635230417 |
0.605617692957179 |
0.6517081633750623 |
| s.wors |
-0.09186035963539078 |
-0.06128749647582113 |
0.09215919483772951 |
0.030063151479642353 |
-0.0017799704776182068 |
0 |
| s.talm |
0.4305751920738487 |
0.48459217137116484 |
0.6097600388028674 |
0.6038859520916036 |
0.6088611778629741 |
0.6592665529230949 |
| s.swan |
0.15438311499499352 |
0.10690851169261206 |
0.3350040141802379 |
0.5115062945933964 |
0.5491744817460971 |
0 |
| s.plus |
0.6668382450110255 |
0.6071277708402785 |
0.621398463016501 |
0.4639864233260415 |
0.41426712287282824 |
0.3568782562783652 |
| s.noeq |
0.415827846383941 |
0.49515038134056716 |
0.5547708054113396 |
0.3936729252360654 |
0.34280736692515196 |
0.3599294936903885 |
| s.ivyp |
0.4277966588535968 |
0.5313172787274564 |
0.6212663788451755 |
0.6360612008378373 |
0.6523487649343381 |
0 |
| s.dali |
0.31844753823931904 |
0.392651768632305 |
0.45575415932217245 |
0.3944818096490269 |
0.3728304121569191 |
0 |
| s.brow |
0.4244666987080126 |
0.41621083195665365 |
0.4402396220277645 |
0.33160230766558313 |
0.297790299810433 |
0.25963516901486305 |
| s.yale |
0.6168845213452832 |
0.7288194630934676 |
0.7686432165531604 |
0.7011900532496295 |
0.6837227612453882 |
0.7313401454675407 |
| s.seco |
0.8518682793462838 |
0.8464261816937981 |
0.8652872329852996 |
0.8760036240283336 |
0.890836504421158 |
0.91870664799071 |
| s.nobr |
0.6007822251928847 |
0.7336750014060068 |
0.779758353540176 |
0.78701747106005 |
0.7961537756042332 |
0.8221997631757809 |
| s.aron |
0.6970974442893123 |
0.7441437429074735 |
0.7542002378213684 |
0.7283311340054626 |
0.7271265930202615 |
0.7505925054439017 |
| s.lowv |
0.19031744507369602 |
0.19702618066623448 |
0.3097737770746413 |
0.3357454519834267 |
0 |
0 |
| s.bens |
0.6628470212475959 |
0.6601963812194451 |
0.712769303883504 |
0.7368963051351299 |
0.7640274052574295 |
0.8060336780538538 |
| s.aggr |
0.6468207331739051 |
0.7124518745248766 |
0.7592132056454013 |
0.7758642832995655 |
0.8255726554816402 |
0 |
| s.8020 |
0.8030064059723363 |
0.8661267513916195 |
0.8595505519680051 |
0.8493569461487274 |
0.8428340228100366 |
0.8385851630119207 |
| s.7030 |
0.7132437953897763 |
0.7862478734338786 |
0.783588149654545 |
0.7616547220045304 |
0.7510841432686243 |
0.7432497954809274 |
| s.eccl |
0.49453243904033595 |
0.4435606912860538 |
0.5124624254538828 |
0.5120288344368727 |
0.5370185492167411 |
0 |
| s.smar |
0.4644413400360837 |
0.5564102026666655 |
0.584086616291703 |
0.6089717844642497 |
0.6162183704802208 |
0.6518932433106033 |
| s.marg |
0.6549344396320953 |
0.6387420029663954 |
0.6963354435822074 |
0.6814078302525763 |
0.6897733763436501 |
0.7162932231625426 |
| s.coff |
0.4328202675516209 |
0.6199103759747754 |
0.6476663583263546 |
0.6336718140272536 |
0.6272236815947819 |
0.6560588316092583 |
| s.buyh |
0.4593198982827269 |
0.529443358591133 |
0.5741072117293333 |
0.5720331714814243 |
0.584488190587253 |
0.6225979979575899 |
| s.swen |
0.6106123339733005 |
0.7284160909147024 |
0.7647603634000646 |
0.6946476170891892 |
0.6783083169136918 |
0 |
| s.mode |
0.5812188536493329 |
0.6453106956915816 |
0.6659572733905099 |
0.6432187418750082 |
0.6472895345451135 |
0 |
| s.lazy |
0.3228405383454019 |
0.5139772121467263 |
0.6502201515292834 |
0.7089518256265277 |
0.7182355317873236 |
0 |
| s.have |
0.24223799690865108 |
0.2783081650366885 |
0.4355209482909978 |
0.43077831401174177 |
0.44332481114076927 |
0 |
| s.grah |
0.2767844559364772 |
0.4394247151578892 |
0.5473232627343427 |
0.5545193372525633 |
0.5513597821568982 |
0.5770172018138987 |
| s.couc |
0.553538674474757 |
0.5971594167171593 |
0.6373212836956611 |
0.6008720097523572 |
0.5852412500505865 |
0.5767811909204965 |
| s.712 |
0.43407394428119533 |
0.5307564828555275 |
0.6047088256203359 |
0.6435822465123495 |
0.6628895353924322 |
0 |
| s.6040 |
0.623481184807218 |
0.7063689954761374 |
0.7076257473410855 |
0.6739524978603337 |
0.6593342637272119 |
0.647914427949935 |
| s.5050 |
0.5337185742246586 |
0.6264901175183964 |
0.6316633450276258 |
0.586250273716137 |
0.5675843841857997 |
0.5525790604189418 |
Compare: Correlation
for period ending August 31, 2026
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| to Global Stocks (ACWI) |
0.85 |
0.86 |
0.92 |
0.93 |
0.92 |
|
| to S&P500 (SPY) |
0.73 |
0.75 |
0.84 |
0.86 |
0.84 |
|
| to U.S. Bonds (BND) |
0.64 |
0.73 |
0.78 |
0.61 |
0.51 |
|
| to Commodities (DBC) |
0.01 |
-0.03 |
0.22 |
0.45 |
0.52 |
|
| to Gold (GLD) |
0.76 |
0.54 |
0.56 |
0.47 |
0.51 |
|
