Ben Graham 50-50 · 50% equity
for period ending December 31, 2024
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Overview
s.grah 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 Ben Graham 50-50 · 50% equity gives investors access to an easy-to-implement, fixed allocation portfolio that uses a balanced approach. This portfolio recipe uses exchange-traded funds and implements a Strategic Asset Allocation based on a balanced approach inspired by Benjamin Graham which uses a 50% 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 Ben Graham 50-50 · 50% equity 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
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 December 31, 2024
5-year graph
●
s.grah
●
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.grah |
6.2% |
-3.5% |
6.2% |
1.7% |
4.6% |
5.0% |
6.2% |
|
| Peer Group* average |
|
|
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
14.4% |
-2.5% |
14.4% |
3.8% |
8.2% |
8.2% |
9.2% |
7.6% |
| Global Equities (ACWI) |
17.5% |
-2.7% |
17.5% |
5.4% |
10.1% |
9.4% |
9.2% |
|
| U.S. Equities (SPY) |
24.9% |
-2.4% |
24.9% |
8.8% |
14.5% |
13.0% |
13.8% |
10.3% |
| U.S. Bonds (BND) |
1.4% |
-1.7% |
1.4% |
-2.4% |
-0.4% |
1.3% |
2.3% |
3.0% |
| Ranking: Peer Group* |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
| Ranking: All Recipes |
Rank: All |
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| s.talg |
18.5409800625855% |
-4.27542197655112% |
18.5409800625855% |
5.45505949118013% |
9.84340302255173% |
9.01934848367709% |
9.90013307055262% |
9.46744767592591% |
| s.tals |
7.13368465491178% |
-5.49772841287227% |
7.13368465491178% |
-0.203677133776037% |
4.54165606078558% |
5.22522381700161% |
7.24341343450217% |
6.11882006302704% |
| s.talb |
9.84078634469641% |
-4.36622799360358% |
9.84078634469641% |
0.404392923281116% |
5.71923842432061% |
6.5489253426388% |
8.51179036464678% |
7.1661210369476% |
| s.talc |
7.2655424719815% |
-4.79038342721996% |
7.2655424719815% |
0.710067565884853% |
4.90991434049963% |
6.20577648420813% |
8.01133993576983% |
6.89985277948562% |
| s.wors |
4.92796652363263% |
-0.93487533179267% |
4.92796652363263% |
-2.06835253650273% |
1.26347125425066% |
-0.142810522775338% |
-0.879606210302641% |
0% |
| s.talm |
13.328345401702% |
-5.77838904881947% |
13.328345401702% |
4.40465775779568% |
7.92263800538031% |
7.88404911857246% |
9.05505720290554% |
0% |
| s.swan |
6.33793371276901% |
-2.67194179779304% |
6.33793371276901% |
7.51081888590868% |
8.18692600785649% |
5.09939090488061% |
2.83994686987477% |
0% |
| s.plus |
16.3547463663974% |
-2.29370569893925% |
16.3547463663974% |
2.98883158026% |
8.1703359621941% |
8.16171197150639% |
8.71610335903077% |
8.86233594589452% |
| s.noeq |
7.33042397604708% |
-5.3874710845608% |
7.33042397604708% |
-1.98664102560552% |
3.16315105338347% |
4.41143755277236% |
6.33696684195784% |
7.23385638889966% |
| s.ivyp |
7.21213144275969% |
-2.91135971848679% |
7.21213144275969% |
1.30756491945705% |
6.13251316806298% |
5.72143842813759% |
6.39297780582169% |
0% |
| s.dali |
6.44816896157934% |
-2.15135296462449% |
6.44816896157934% |
-0.195525852895739% |
3.6843229174349% |
4.35961674295235% |
5.23324485944245% |
0% |
| s.brow |
11.0375103098703% |
-2.64404755855629% |
11.0375103098703% |
2.05107073479409% |
5.36155418421644% |
5.52305897967802% |
6.22539947536163% |
6.65026527640977% |
| s.yale |
8.65687915389599% |
-4.15015361968475% |
8.65687915389599% |
-0.876156900509928% |
5.12538075454467% |
6.14852647340418% |
7.87743247276906% |
6.89965555444318% |
| s.seco |
17.6298527032833% |
-2.77541939125284% |
17.6298527032833% |
5.20270996798937% |
9.84255464547137% |
9.30005096912836% |
9.90125014252501% |
8.08904541215958% |
| s.nobr |
11.3285355772194% |
-3.5140186782228% |
11.3285355772194% |
2.90274775585273% |
7.31448738796581% |
7.34500013227226% |
8.45357900955383% |
7.11215550310864% |
| s.aron |
9.89685748398825% |
-3.55239436449317% |
9.89685748398825% |
0.631115842517027% |
5.73036690338546% |
6.45533463926269% |
7.62315473171029% |
6.82591552406331% |
| s.lowv |
8.99804818875074% |
-1.80885080102104% |
8.99804818875074% |
2.55407186460657% |
3.33994767060182% |
4.57027187094226% |
0% |
0% |
| s.bens |
12.2916817198867% |
-2.55104687563167% |
12.2916817198867% |
4.57196140556693% |
7.9979841261663% |
7.4711590917536% |
7.88599288431102% |
7.04032692925431% |
| s.aggr |
10.3803462823992% |
-3.2985482619752% |
10.3803462823992% |
2.37259981949001% |
7.11467130651247% |
6.92431760002965% |
0% |
0% |
| s.8020 |
19.0553240966601% |
-2.76996920508949% |
19.0553240966601% |
5.88795578910466% |
11.0553110978748% |
10.3616025321416% |
11.4048381602654% |
8.98827719767721% |
| s.7030 |
16.7290565479814% |
-2.63387502075358% |
16.7290565479814% |
4.87309396117481% |
9.65662080261427% |
9.2721646059651% |
10.3078406988362% |
8.30588270806787% |
| s.smar |
9.63690400262172% |
-3.04650444975584% |
9.63690400262172% |
2.76947473267994% |
5.94978879010744% |
6.10656919925356% |
7.09474267072756% |
6.24490403262665% |
| s.marg |
11.4643164252935% |
-2.4246848181406% |
11.4643164252935% |
1.89436763635913% |
6.61439167626283% |
6.60225483043166% |
7.14575314040238% |
6.32402932512337% |
| s.coff |
7.85026456215501% |
-4.16394882197905% |
7.85026456215501% |
0.750972164391794% |
4.87523903758591% |
5.66915442900402% |
7.22413921471929% |
6.30401938719869% |
| s.buyh |
6.0655537940971% |
-3.00892038659678% |
6.0655537940971% |
0.565610000147965% |
4.25422431091762% |
4.83229952908393% |
5.78455839748624% |
5.56824635782922% |
| s.swen |
7.94820015492737% |
-4.32144390880156% |
7.94820015492737% |
-0.705856889479672% |
5.23067749193875% |
6.25452714387988% |
8.0337388125556% |
0% |
| s.mode |
9.53448468713143% |
-3.09990256390861% |
9.53448468713143% |
1.18824535350766% |
5.50182669773362% |
6.11482307917515% |
7.13096729829912% |
0% |
| s.lazy |
6.00559042104059% |
-4.72195090263877% |
6.00559042104059% |
2.55839209169553% |
5.99279681795561% |
5.22943270412188% |
6.34684813149706% |
0% |
| s.have |
11.7652282217603% |
-3.79298138123793% |
11.7652282217603% |
3.49104954082164% |
5.04351855002658% |
5.48737327742532% |
6.23255201476203% |
0% |
| s.grah |
6.21947039912392% |
-3.50192501955344% |
6.21947039912392% |
1.72300298416204% |
4.60450180643461% |
5.0137802121796% |
6.18266542431058% |
0% |
| s.couc |
12.3364015298019% |
-2.37767106178199% |
12.3364015298019% |
2.75908144357246% |
7.86785662107912% |
7.41946249010614% |
8.2610650484662% |
6.946987008234% |
| s.712 |
6.7960658962755% |
-3.75115658081059% |
6.7960658962755% |
1.77084489508639% |
5.38598368525902% |
4.96931775515967% |
5.55628029212689% |
0% |
| s.6040 |
14.4366761920685% |
-2.49778083641768% |
14.4366761920685% |
3.84983398141203% |
8.24771650870073% |
8.16995588071723% |
9.19792294131068% |
7.60254675206598% |
| s.5050 |
12.1778703016602% |
-2.36168665208178% |
12.1778703016602% |
2.81852864491876% |
6.82942391245911% |
7.05559241464417% |
8.07569507320876% |
6.87883355601002% |
| |
|
|
|
|
|
| s.grah |
17.5% |
7.4% |
10.8% |
-10.5% |
10.7% |
| 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 December 31, 2024
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Maximum Drawdown vs. Annual Return
●
s.grah
●
Peer group
●
All other recipes
●
S&P 500 (SPY)
●
U.S. Bonds (BND)
●
Balanced (60% Equity / 40% Bonds)
Downside Deviation vs. Annual Return
●
s.grah
●
Peer group
●
All other recipes
●
S&P 500 (SPY)
●
U.S. Bonds (BND)
●
Balanced (60% Equity / 40% Bonds)
Standard Deviation vs. Annual Return
●
s.grah
●
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.grah |
-18.4% |
-8.6% |
-9.2% |
-6.4% |
-4.8% |
|
| Peer Group* average |
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
-8.0% |
-5.5% |
-4.2% |
-2.0% |
-0.7% |
0.3% |
| Global Equities (ACWI) |
-6.2% |
-3.4% |
-4.1% |
-3.3% |
-4.8% |
|
| U.S. Equities (SPY) |
0.0% |
0.0% |
0.0% |
0.0% |
0.0% |
0.0% |
| U.S. Bonds (BND) |
-26.5% |
-20.9% |
-21.3% |
-13.3% |
-9.6% |
-4.5% |
| Ranking: Peer Group* |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
| Ranking: All Recipes |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
| s.talg |
-6.28363032323617% |
-3.36535974286556% |
-3.30392005669953% |
-2.27662179505422% |
-2.2513288356595% |
-0.0738450884897386% |
| s.tals |
-18.1569602505915% |
-9.90619892870562% |
-9.65211332212348% |
-6.96963194275502% |
-5.09092493090059% |
-3.54628606006065% |
| s.talb |
-15.2258525963251% |
-9.25163993325396% |
-8.15266891685296% |
-5.08304235125223% |
-2.96348739953838% |
-1.99932950190562% |
| s.talc |
-17.7273311451711% |
-9.3733583949063% |
-8.97765677236835% |
-5.10325900600458% |
-2.93952119378288% |
-1.7685427974184% |
| s.wors |
-20.0004835664756% |
-25.4497808227997% |
-17.4597219116767% |
-16.9868939981285% |
-18.4976374406828% |
0% |
| s.talm |
-12.6997702451857% |
-4.63773961957987% |
-5.49466392534447% |
-3.60301933002145% |
-3.04589672456087% |
0% |
| s.swan |
-18.3312179106866% |
-0.475408029631957% |
-5.2837579666831% |
-7.45520628548742% |
-10.8332329235624% |
0% |
| s.plus |
-4.0120074855586% |
-6.4998493363732% |
-4.20594517863235% |
-2.14277394690788% |
-1.51952952655462% |
2.29499429674344% |
| s.noeq |
-17.7916678336255% |
-12.1873768042992% |
-11.3361546226979% |
-7.88087945839959% |
-5.85178550602791% |
-1.55487375138146% |
| s.ivyp |
-16.8668437156996% |
-9.03471177153196% |
-7.37168903956807% |
-5.89782259821351% |
-5.81042822938284% |
0% |
| s.dali |
-17.2241195967839% |
-13.3037962053012% |
-10.3754145800401% |
-6.25023293920484% |
-4.21817465434868% |
0% |
| s.brow |
-10.3736568155427% |
-9.10846266599505% |
-7.09031419560846% |
-4.14990029336658% |
-2.61946501453116% |
1.4612292239423% |
| s.yale |
-16.0297367884345% |
-10.5245369229494% |
-8.91673335804411% |
-5.66624324996467% |
-3.8726348285365% |
-2.21390546049893% |
| s.seco |
-4.71511494993075% |
-3.65201975555188% |
-3.97920199818926% |
-2.92118664275718% |
-3.18298860003174% |
-1.80962306960589% |
| s.nobr |
-12.8591595256407% |
-6.28666415771118% |
-6.52496444662124% |
-4.63033433924509% |
-4.11190623224567% |
-2.32152091174331% |
| s.aron |
-14.1534032997144% |
-9.0588646698087% |
-8.13490088096729% |
-5.31763717770453% |
-4.37054226667368% |
-2.2367556701246% |
| s.lowv |
-12.147315358756% |
-9.78495763673548% |
-11.0222542656584% |
-5.45911165756117% |
0% |
0% |
| s.bens |
-10.106640072511% |
-4.49424712904342% |
-5.17758122590618% |
-4.06880896862855% |
-4.47678032758757% |
-2.32125263608352% |
| s.aggr |
-13.8755252253973% |
-6.87411398442294% |
-6.76376378639772% |
-5.39325272978953% |
0% |
0% |
| s.8020 |
-4.60518982233818% |
-2.88218334070676% |
-2.24864065557353% |
-1.22575607914539% |
-0.56823169863643% |
0.0260328300950121% |
| s.7030 |
-6.14745387710394% |
-4.07010723459358% |
-3.12487519451915% |
-1.56704674762791% |
-0.592333433825047% |
0.174034797003166% |
| s.smar |
-13.4896662736182% |
-7.38405712195488% |
-7.23786031719657% |
-4.79412846133388% |
-3.80475325219847% |
-2.05005390888483% |
| s.marg |
-10.3151948370145% |
-7.98306565515698% |
-6.69791538736949% |
-4.68403318222725% |
-4.60261226820409% |
-2.53866465649143% |
| s.coff |
-16.7534835854852% |
-9.49949435979664% |
-8.99085747475696% |
-5.73873221254902% |
-3.85526435033284% |
-2.13337276508466% |
| s.buyh |
-18.4170436521403% |
-10.5053186630035% |
-9.70533041460971% |
-6.62749999363439% |
-5.67526022867532% |
-2.96285917808843% |
| s.swen |
-16.9510786797268% |
-10.3262165709583% |
-8.77480785265692% |
-5.51145785898021% |
-3.63381400098003% |
0% |
| s.mode |
-14.2088978532257% |
-8.98134353830207% |
-8.09877644070095% |
-5.11839775263392% |
-4.16703753607508% |
0% |
| s.lazy |
-18.7905365856227% |
-6.89435427493541% |
-8.03313143913451% |
-7.09780130778723% |
-6.43805928121599% |
0% |
| s.have |
-12.7796102247763% |
-6.16193268738235% |
-8.54045080838009% |
-5.71746997549086% |
-5.19599994533578% |
0% |
| s.grah |
-18.3619130577731% |
-8.63012658186627% |
-9.23104801577395% |
-6.36722426040398% |
-4.80613188812785% |
0% |
| s.couc |
-9.19285309561453% |
-7.23785973307616% |
-4.11888125974879% |
-2.3135243608977% |
-0.995533803056095% |
0.0130596655461641% |
| s.712 |
-17.579641556877% |
-8.47400120417782% |
-8.35378287306566% |
-6.97121133938965% |
-6.8829944524854% |
0% |
| s.6040 |
-7.95406509265038% |
-5.47366936989889% |
-4.22604188865687% |
-2.0424039718704% |
-0.682008540325494% |
0.303551181306307% |
| s.5050 |
-10.0803746424468% |
-7.13970421654482% |
-5.62845344364672% |
-2.71414441700357% |
-0.886253299599618% |
0.389560439037369% |
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| s.grah |
-10.7% |
-5.9% |
-5.7% |
-3.4% |
-2.3% |
|
| Peer Group* average |
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
-5.8% |
-4.1% |
-2.9% |
-1.2% |
-0.3% |
0.3% |
| Global Equities (ACWI) |
-5.1% |
-3.2% |
-3.7% |
-2.9% |
-4.5% |
|
| U.S. Equities (SPY) |
0.0% |
0.0% |
0.0% |
0.0% |
0.0% |
0.0% |
| U.S. Bonds (BND) |
-10.3% |
-8.9% |
-6.1% |
-2.3% |
-0.2% |
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 |
-0.771478748349169% |
-2.55257925844019% |
-1.93860294633404% |
-0.381849897225198% |
0.0303948104090761% |
1.37101070590238% |
| s.tals |
-16.8123125039987% |
-8.23840229480872% |
-7.12173574830999% |
-4.42551837295988% |
-2.86786852657007% |
-2.12764639236919% |
| s.talb |
-12.9756743130419% |
-7.77334086158223% |
-6.1407757869448% |
-3.06343329102439% |
-1.26722307545471% |
-0.864091627632195% |
| s.talc |
-14.4899424561056% |
-7.16386972146423% |
-6.11796753388953% |
-2.746564758665% |
-1.04119425783452% |
-0.558886044957195% |
| s.wors |
0.509921408935905% |
-7.99621421231744% |
-2.81039402027719% |
-2.42807611293041% |
-2.26902406004246% |
0% |
| s.talm |
-4.77090557639348% |
-3.30872912479776% |
-3.24586369599093% |
-0.876599317695009% |
-0.0488746633391175% |
0% |
| s.swan |
-1.22861129175431% |
0.875113728591891% |
-1.49288359898302% |
-2.83410084175201% |
-5.78602355277201% |
0% |
| s.plus |
-0.0151531047779514% |
-4.66575382699561% |
-0.984202427017104% |
1.457278991595% |
2.86463764122233% |
4.11011690588495% |
| s.noeq |
-11.0035500571245% |
-9.5811293235968% |
-5.9024407569906% |
-1.68007622082375% |
1.08470206698078% |
2.30679483026164% |
| s.ivyp |
-10.0975330904477% |
-6.38175762063665% |
-4.89458630000187% |
-3.49705316737378% |
-3.47577642234902% |
0% |
| s.dali |
-7.29381075211337% |
-7.34307517787093% |
-4.71156364770753% |
-1.98912657023239% |
-0.590057271794976% |
0% |
| s.brow |
-3.02801327980836% |
-4.98995382387196% |
-2.23120347816422% |
0.060215893757904% |
1.54958702089794% |
2.68020237167277% |
| s.yale |
-12.8499299864332% |
-9.13603907175312% |
-6.80242733689359% |
-3.62004909099077% |
-2.04461992931191% |
-1.17625121604007% |
| s.seco |
-3.42867847071211% |
-3.2402780198721% |
-3.43545888327277% |
-2.44131684287505% |
-2.70779046162762% |
-1.53723984620603% |
| s.nobr |
-9.65901699770162% |
-5.36551547056668% |
-5.28010358951837% |
-3.50205150297128% |
-3.1194462511389% |
-1.75619151352116% |
| s.aron |
-10.567861057775% |
-7.51673709162703% |
-6.07451640554029% |
-3.62952262639575% |
-2.80469778884104% |
-1.38140469500701% |
| s.lowv |
-2.45625154840718% |
-4.07240172617024% |
-4.2921158489549% |
-1.54852379755185% |
0% |
0% |
| s.bens |
-6.46835927408005% |
-3.37694467003046% |
-3.78322752062466% |
-2.88586977678639% |
-3.2938007438877% |
-1.6892185405879% |
| s.aggr |
-9.77825368418264% |
-5.80274497627735% |
-5.15385683314584% |
-3.9629190018794% |
0% |
0% |
| s.8020 |
-4.01138965967011% |
-2.5381399112763% |
-1.89971306755912% |
-0.985435884126801% |
-0.417571517433695% |
0.0695017457139961% |
| s.7030 |
-4.91937575174912% |
-3.3121374650646% |
-2.39033441334647% |
-1.11024714525356% |
-0.349802672217752% |
0.199894844230687% |
| s.smar |
-7.81059869817078% |
-4.76208490426157% |
-4.52086770555227% |
-2.78008727041497% |
-2.16135758017128% |
-1.16657171475702% |
| s.marg |
-5.78242031461244% |
-6.0228666905712% |
-4.68622971355678% |
-3.02830848477315% |
-2.92655616198232% |
-1.58128462113965% |
| s.coff |
-12.3976615874827% |
-7.08909897470251% |
-6.10406681014047% |
-3.45157051062092% |
-2.10634938519143% |
-1.15288053782726% |
| s.buyh |
-10.6283590063364% |
-6.95823281165067% |
-5.90957176310033% |
-3.66836148389143% |
-3.08994814572603% |
-1.59932717360777% |
| s.swen |
-14.4271692367934% |
-8.96072437934917% |
-6.62533318379511% |
-3.465976901119% |
-1.82516703090269% |
0% |
| s.mode |
-9.3401643051302% |
-6.65712202392427% |
-5.43258497293232% |
-3.07148505861116% |
-2.3641422302475% |
0% |
| s.lazy |
-14.3044654951548% |
-5.42068680081699% |
-6.20731666678991% |
-4.98580387198041% |
-4.4182059908554% |
0% |
| s.have |
-0.972674105252763% |
-3.60449732974595% |
-4.08455515396809% |
-1.52769528457659% |
-0.972986753381289% |
0% |
| s.grah |
-10.7471178015204% |
-5.85025933639293% |
-5.69437326790384% |
-3.43895085220512% |
-2.29980300751275% |
0% |
| s.couc |
-5.78737478285271% |
-4.95635335509789% |
-2.53049391695762% |
-1.22465583004024% |
-0.288265174888356% |
0.26404809002388% |
| s.712 |
-10.9277856927546% |
-5.88449433105321% |
-5.61684707550482% |
-4.37553269964982% |
-4.40061408697849% |
0% |
| s.6040 |
-5.79347465106232% |
-4.09453317068583% |
-2.8911697577868% |
-1.24782920545169% |
-0.294954123098219% |
0.30934647635482% |
| s.5050 |
-6.63399908487085% |
-4.88497423303755% |
-3.4013934045552% |
-1.39756600647502% |
-0.252415684555047% |
0.398420868424897% |
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| s.grah |
0.18 |
-0.22 |
0.16 |
0.32 |
0.53 |
|
| Peer Group* average |
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
1.07 |
-0.04 |
0.41 |
0.59 |
0.79 |
0.60 |
| Global Equities (ACWI) |
1.21 |
0.08 |
0.45 |
0.53 |
0.56 |
|
| U.S. Equities (SPY) |
1.70 |
0.26 |
0.65 |
0.73 |
0.85 |
0.61 |
| U.S. Bonds (BND) |
-0.57 |
-0.89 |
-0.48 |
-0.13 |
0.19 |
0.27 |
| 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 |
1.2077998407759 |
0.075532189258636 |
0.471371943263665 |
0.581399628242179 |
0.708365016905801 |
0.599330403573201 |
| s.tals |
0.217010430750073 |
-0.278276777618158 |
0.152230297271596 |
0.298997128592172 |
0.526889643655359 |
0.381343151297438 |
| s.talb |
0.464265347286621 |
-0.241390904502738 |
0.226339288971604 |
0.410059358123917 |
0.656445933356969 |
0.473721176078638 |
| s.talc |
0.2466508918267 |
-0.252150370985545 |
0.17804485135374 |
0.403919619741625 |
0.653895610349647 |
0.482903516486703 |
| s.wors |
0.0155362780021996 |
-1.07378905174192 |
-0.27913400988188 |
-0.350760057879703 |
-0.382584261833066 |
0 |
| s.talm |
0.683263003328579 |
0.00569329087052803 |
0.361470104614655 |
0.501782674833591 |
0.657355570708824 |
0 |
| s.swan |
0.183363394732233 |
0.21404334207196 |
0.376411241663686 |
0.277134392474365 |
0.166944357103874 |
0 |
| s.plus |
1.40090439566485 |
-0.0971214725294089 |
0.413547508229776 |
0.58054744307575 |
0.742945161332298 |
0.725461817947166 |
| s.noeq |
0.243956613154226 |
-0.406864109771422 |
0.0552870912777217 |
0.239947772219755 |
0.474588824123556 |
0.498191426524144 |
| s.ivyp |
0.30849134931553 |
-0.235105125798636 |
0.259919819920398 |
0.357186046033503 |
0.477869948772077 |
0 |
| s.dali |
0.26847386349899 |
-0.470631438636059 |
0.0842776729839484 |
0.312121939067991 |
0.55086217778013 |
0 |
| s.brow |
0.869660129328987 |
-0.249761658613189 |
0.249533502367218 |
0.443715301796285 |
0.659057567044631 |
0.662541060143728 |
| s.yale |
0.391123773930274 |
-0.309362262633031 |
0.18773552486732 |
0.374634083613232 |
0.598800772782362 |
0.459076585467493 |
| s.seco |
1.33800090964185 |
0.065100053914904 |
0.445469053657381 |
0.550812278318766 |
0.655731368225661 |
0.494255236278998 |
| s.nobr |
0.662009211320191 |
-0.0786179179387033 |
0.314907494850011 |
0.444070871935562 |
0.592873405677245 |
0.456673473753129 |
| s.aron |
0.549626000415615 |
-0.230600474502198 |
0.226650810007964 |
0.396716385724734 |
0.56962475618142 |
0.457228919339679 |
| s.lowv |
0.717529336221031 |
-0.28840884161603 |
0.0461190287126247 |
0.360280707817725 |
0 |
0 |
| s.bens |
0.893424693588843 |
0.00934779425163194 |
0.374219932664362 |
0.473630597766711 |
0.568026825850203 |
0.456416194277965 |
| s.aggr |
0.575022285323892 |
-0.109904305892313 |
0.302511868976621 |
0.400864965008329 |
0 |
0 |
| s.8020 |
1.34250192291148 |
0.104382229065253 |
0.526412574699599 |
0.647121982524559 |
0.812396946319423 |
0.599457786099854 |
| s.7030 |
1.21984442918644 |
0.0358618119370429 |
0.476107741616016 |
0.620606972641883 |
0.805436439533576 |
0.602025298875818 |
| s.smar |
0.602646053901809 |
-0.152577869938543 |
0.260792557456686 |
0.419267393375718 |
0.598793398349871 |
0.46108217214767 |
| s.marg |
0.875051899307446 |
-0.176164937996609 |
0.292676817396814 |
0.429754292266998 |
0.552336164483018 |
0.435451279906003 |
| s.coff |
0.32588322894656 |
-0.260536846389589 |
0.176490402187314 |
0.364399705400976 |
0.59548996716947 |
0.456383501613441 |
| s.buyh |
0.170635364982257 |
-0.318702608379992 |
0.133399486593687 |
0.305660281905297 |
0.477988368714298 |
0.403208056734242 |
| s.swen |
0.313161989133219 |
-0.29867859599758 |
0.194597497030315 |
0.383908693648996 |
0.613742039353236 |
0 |
| s.mode |
0.543041326823719 |
-0.232292813129311 |
0.220740041864559 |
0.401870358765996 |
0.577166818280849 |
0 |
| s.lazy |
0.146576711889789 |
-0.114164770505897 |
0.238201929615763 |
0.29325940707951 |
0.443513806695602 |
0 |
| s.have |
0.670736597786799 |
-0.0850174959884885 |
0.193577312673611 |
0.363023187860934 |
0.51123443839421 |
0 |
| s.grah |
0.178988145395215 |
-0.215895569476767 |
0.159581803340807 |
0.322021231511395 |
0.531309831378761 |
0 |
| s.couc |
0.968978580072253 |
-0.141688516779344 |
0.409930027715387 |
0.560856564856341 |
0.766523842475574 |
0.579983977402246 |
| s.712 |
0.24736006823807 |
-0.206114922051837 |
0.210715387881749 |
0.293289175571095 |
0.409558558152967 |
0 |
| s.6040 |
1.0721565432879 |
-0.0440387757572892 |
0.414117059557606 |
0.585617463450391 |
0.793773420586194 |
0.60325851266399 |
| s.5050 |
0.893933344606158 |
-0.137667243752838 |
0.336620759056213 |
0.538334723235846 |
0.774035351178479 |
0.60144578420681 |
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| s.grah |
0.26 |
-0.28 |
0.22 |
0.45 |
0.78 |
|
| Peer Group* average |
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
1.73 |
-0.06 |
0.60 |
0.86 |
1.22 |
0.88 |
| Global Equities (ACWI) |
2.12 |
0.12 |
0.65 |
0.78 |
0.85 |
|
| U.S. Equities (SPY) |
3.35 |
0.38 |
0.99 |
1.12 |
1.35 |
0.90 |
| U.S. Bonds (BND) |
1.73 |
-0.06 |
0.60 |
0.86 |
1.22 |
0.88 |
| 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 |
2.05322523571964 |
0.103958160147022 |
0.688787235327526 |
0.887799254972928 |
1.12103239234103 |
0.885885595441029 |
| s.tals |
0.317813120716467 |
-0.376261893603556 |
0.211400149074568 |
0.42243037252252 |
0.784567922508304 |
0.538823041215236 |
| s.talb |
0.660898571735652 |
-0.318439170321854 |
0.313957225403142 |
0.58402679771245 |
0.985665914877315 |
0.670130964534763 |
| s.talc |
0.345374233870393 |
-0.333124832129852 |
0.246429279027478 |
0.577303660433681 |
0.98855512356704 |
0.688007135216475 |
| s.wors |
0.0258809410836492 |
-1.15304938250056 |
-0.350714802086061 |
-0.468365693884691 |
-0.525345492400618 |
0 |
| s.talm |
1.11521551089168 |
0.00783155678001127 |
0.519626228237954 |
0.757160345394635 |
1.02987835386755 |
0 |
| s.swan |
0.349504673267332 |
0.322629057798772 |
0.550203323660492 |
0.414374240465921 |
0.239360782922357 |
0 |
| s.plus |
2.55598486274223 |
-0.132066288122367 |
0.624904727392684 |
0.918661297707565 |
1.21227472302234 |
1.1623681989029 |
| s.noeq |
0.35628128191034 |
-0.534633659671729 |
0.0786811001925807 |
0.359437714398506 |
0.735378647090999 |
0.750032869305122 |
| s.ivyp |
0.426019092157466 |
-0.299871657187075 |
0.354152601877401 |
0.497842473138966 |
0.691494280081131 |
0 |
| s.dali |
0.372979633157779 |
-0.573031471645958 |
0.111735370830375 |
0.430766246597181 |
0.792821468415042 |
0 |
| s.brow |
1.41866313037592 |
-0.328593657863858 |
0.362862760271979 |
0.681249694563143 |
1.05257823682018 |
1.04381406155397 |
| s.yale |
0.542618193542448 |
-0.40034287369867 |
0.259885680039798 |
0.529562243049526 |
0.889889590456841 |
0.645221705216479 |
| s.seco |
2.26053391403482 |
0.089649943042597 |
0.651680715343515 |
0.812023010708666 |
0.996223561058709 |
0.70894181449509 |
| s.nobr |
1.0304165740522 |
-0.108163390523477 |
0.455172546100996 |
0.64513909235035 |
0.896297386648511 |
0.65561722236551 |
| s.aron |
0.80537436638034 |
-0.302802164681804 |
0.319307590623623 |
0.566413855568343 |
0.849502506164701 |
0.649541024561684 |
| s.lowv |
1.14373870462676 |
-0.365442229929947 |
0.0607972216584227 |
0.500538981385391 |
0 |
0 |
| s.bens |
1.42430305586923 |
0.0127192539919427 |
0.537711975788821 |
0.689352123053879 |
0.850914888695067 |
0.652327908437476 |
| s.aggr |
0.893443415965725 |
-0.151442095565286 |
0.436985550764144 |
0.589063756936103 |
0 |
0 |
| s.8020 |
2.35947340233847 |
0.144419033171229 |
0.783361341528581 |
0.970833293527453 |
1.26408488112214 |
0.875897859134417 |
| s.7030 |
2.05585669538935 |
0.048821529214525 |
0.699829016777689 |
0.923290128236553 |
1.24691109658216 |
0.878330187106197 |
| s.smar |
0.905550306022206 |
-0.203326392472695 |
0.363093232587662 |
0.594509393755071 |
0.886062899189033 |
0.652645584771041 |
| s.marg |
1.351118024802 |
-0.227582292569566 |
0.408686608000741 |
0.610935687883729 |
0.815779697312871 |
0.6117532901257 |
| s.coff |
0.462264814149791 |
-0.343560988444996 |
0.244128126204394 |
0.513107769878931 |
0.88061055981515 |
0.645732058586445 |
| s.buyh |
0.236223335667244 |
-0.412000878904886 |
0.183737041683305 |
0.428939530654759 |
0.70226403665983 |
0.569474635263894 |
| s.swen |
0.429051814978946 |
-0.389172023504325 |
0.270221412759829 |
0.54411339172048 |
0.916258602487064 |
0 |
| s.mode |
0.795521611759687 |
-0.305030828781127 |
0.307506113463958 |
0.571416999367219 |
0.858039697866635 |
0 |
| s.lazy |
0.199260571181138 |
-0.149227163150812 |
0.329025761739757 |
0.410924074164682 |
0.643311474543861 |
0 |
| s.have |
1.19417651361276 |
-0.113484120184992 |
0.268049581099358 |
0.518894238170449 |
0.756814982751332 |
0 |
| s.grah |
0.255398174488736 |
-0.283702452685435 |
0.218647766220825 |
0.449454717682829 |
0.776339950445463 |
0 |
| s.couc |
1.50661158108232 |
-0.183193446897637 |
0.583567101166312 |
0.809592485037887 |
1.15930962493571 |
0.826276926812102 |
| s.712 |
0.348435222450368 |
-0.266271537230374 |
0.286496470611048 |
0.407066778516841 |
0.588327414691528 |
0 |
| s.6040 |
1.72802704547893 |
-0.0589234184243358 |
0.600004042275457 |
0.862015290546331 |
1.21974645186175 |
0.878027860236281 |
| s.5050 |
1.37526009995264 |
-0.180859117834141 |
0.479602295551004 |
0.781748822675981 |
1.17639948011902 |
0.872064292958331 |
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| s.grah |
9.74 |
2.15 |
6.77 |
8.04 |
10.23 |
|
| Peer Group* average |
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
18.38 |
4.71 |
11.23 |
11.68 |
13.57 |
11.17 |
| Global Equities (ACWI) |
19.39 |
5.42 |
10.39 |
9.63 |
8.94 |
|
| U.S. Equities (SPY) |
24.54 |
8.49 |
14.11 |
12.66 |
13.43 |
9.92 |
| U.S. Bonds (BND) |
18.38 |
4.71 |
11.23 |
11.68 |
13.57 |
11.17 |
| 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 |
25.2584706853655 |
6.70169324613011 |
12.4816007871263 |
12.9809314523948 |
13.9869648305198 |
12.2550302310508 |
| s.tals |
7.12030912336702 |
-0.718213553445333 |
5.58949148971299 |
7.05752640496881 |
9.81466171435562 |
7.57480339713749 |
| s.talb |
10.5917097903862 |
0.0682246771800328 |
6.99578700369902 |
9.01956443406739 |
12.0840816064506 |
9.25900740841095 |
| s.talc |
8.20574916851034 |
0.498842329608347 |
6.57777618041764 |
9.34720701788131 |
12.4276759075476 |
9.79144666161842 |
| s.wors |
-166.332790188774 |
-14.5051070409968 |
12.558441688056 |
-39.8267706097383 |
235.436511639802 |
0 |
| s.talm |
19.6857749659993 |
5.98450707402961 |
10.7286637171254 |
12.3744923618506 |
14.0256500745463 |
0 |
| s.swan |
45.8779503318503 |
19.3955517447283 |
13.676923751961 |
8.91728760663083 |
4.28028419902984 |
0 |
| s.plus |
27.9574136267952 |
3.99446984837771 |
14.8637436471896 |
18.6246734889372 |
23.4487962402391 |
24.2802614929296 |
| s.noeq |
10.4027349051299 |
-3.62889311946498 |
5.42983447600789 |
11.1907170269728 |
19.4283564694399 |
18.5476590318973 |
| s.ivyp |
11.0751147751004 |
1.42887137028046 |
8.3418905511466 |
8.2513085324258 |
8.85196743192157 |
0 |
| s.dali |
13.8436224723432 |
-1.05600242076981 |
7.2742864364855 |
10.3709339568372 |
13.7762072470401 |
0 |
| s.brow |
23.3978182316878 |
3.50744172795296 |
12.9578974321946 |
16.958677984961 |
22.477473277665 |
24.3656976708496 |
| s.yale |
10.004631447732 |
-1.4689751318451 |
6.17350376306407 |
8.26403411487312 |
10.9567257410979 |
8.83260023756858 |
| s.seco |
21.3900230196716 |
5.47510379384708 |
10.6171334713542 |
10.1310666554879 |
10.5535519797388 |
8.37632861148571 |
| s.nobr |
13.6504992141364 |
3.05284966344237 |
8.36003762826462 |
8.73260455987377 |
9.87084004355646 |
8.10083219712658 |
| s.aron |
12.2709758026954 |
0.351641525049084 |
7.05550323209703 |
8.35434574548206 |
9.98996453446905 |
8.55483890607764 |
| s.lowv |
26.5534289228476 |
6.0146133798832 |
7.66229158771839 |
11.5483066660166 |
0 |
0 |
| s.bens |
17.2457248263344 |
5.66765039736787 |
10.0564765059069 |
9.42096573637834 |
9.55068594969882 |
8.17468507007403 |
| s.aggr |
13.1521422474853 |
2.49849880649226 |
8.41405708317678 |
8.16973617055715 |
0 |
0 |
| s.8020 |
20.5855390452726 |
6.28235397291682 |
12.3722452030311 |
11.8185301544486 |
13.1414546705073 |
10.2750450440006 |
| s.7030 |
19.5580693452912 |
5.5665018042381 |
11.8671870779286 |
11.7669110277056 |
13.3355562909293 |
10.6777673457654 |
| s.smar |
14.8225267520388 |
3.86865914588098 |
8.70155675548202 |
9.27848395603916 |
10.6555593552145 |
8.88634544877127 |
| s.marg |
18.028920726985 |
2.0995067442812 |
8.72960638841622 |
9.0750062207827 |
9.71938649249068 |
8.28051830847374 |
| s.coff |
9.77742199642552 |
0.562909289646062 |
6.56883327504448 |
8.28562703134195 |
10.757394744176 |
8.90373136235572 |
| s.buyh |
9.70919283361409 |
0.347301413047621 |
6.33682957705368 |
7.6641468233084 |
9.02747820632524 |
8.22205210545434 |
| s.swen |
8.69463942877207 |
-1.26697912742391 |
6.36229096048609 |
8.46852507468119 |
11.2682385950297 |
0 |
| s.mode |
13.1548874441636 |
1.17290271704355 |
7.52193963460085 |
8.89601346596067 |
10.3943703536842 |
0 |
| s.lazy |
7.34312223770333 |
2.93120130247986 |
7.07253019817701 |
6.56915452200212 |
7.93882530300267 |
0 |
| s.have |
29.2600764784006 |
6.27322343028691 |
8.96166053609062 |
11.4669491644166 |
12.6068764619296 |
0 |
| s.grah |
9.74405653982533 |
2.15490467870278 |
6.77274666295383 |
8.0350461001912 |
10.2290735384805 |
0 |
| s.couc |
18.1473930829996 |
3.55317533279889 |
11.7998658225723 |
11.8199069852432 |
13.7427822804231 |
11.4197657818843 |
| s.712 |
10.0659272495955 |
2.15070305063907 |
7.28787679951117 |
6.97149137740032 |
7.54747412591942 |
0 |
| s.6040 |
18.383880284223 |
4.70666570331439 |
11.2312163048122 |
11.6825106632545 |
13.5660954596294 |
11.1668174136205 |
| s.5050 |
17.0174337785546 |
3.65924497402043 |
10.4145140010631 |
11.5513369121034 |
13.8526876511666 |
11.7879190654448 |
Compare: Risk & Volatility
for period ending December 31, 2024
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| s.grah |
3.7% |
16.6% |
18.2% |
18.2% |
18.2% |
|
| Peer Group* average |
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
3.6% |
16.9% |
20.7% |
20.7% |
20.7% |
32.2% |
| Global Equities (ACWI) |
3.6% |
22.2% |
25.7% |
25.7% |
25.7% |
|
| U.S. Equities (SPY) |
4.0% |
20.2% |
23.9% |
23.9% |
23.9% |
50.8% |
| U.S. Bonds (BND) |
3.1% |
13.7% |
17.3% |
17.3% |
17.3% |
17.3% |
| Ranking: Peer Group* |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
| Ranking: All Recipes |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
| s.talg |
4.3% |
19.7% |
21.2% |
21.2% |
21.2% |
38.5% |
| s.tals |
5.5% |
15.4% |
19.9% |
19.9% |
19.9% |
41.7% |
| s.talb |
4.9% |
18.4% |
22.9% |
22.9% |
22.9% |
41.1% |
| s.talc |
4.9% |
16.3% |
19.9% |
19.9% |
19.9% |
37.9% |
| s.wors |
2.7% |
15.5% |
15.5% |
15.6% |
29.7% |
0% |
| s.talm |
5.8% |
16.6% |
16.7% |
16.7% |
16.7% |
0% |
| s.swan |
3.2% |
14.1% |
20.3% |
23.8% |
40.6% |
0% |
| s.plus |
2.6% |
20.3% |
24% |
24% |
24% |
24% |
| s.noeq |
5.8% |
21.2% |
24.1% |
24.1% |
24.1% |
24.1% |
| s.ivyp |
3.3% |
17% |
17% |
18.1% |
18.1% |
0% |
| s.dali |
2.3% |
15.8% |
17.9% |
17.9% |
17.9% |
0% |
| s.brow |
2.6% |
15.2% |
17.5% |
17.5% |
17.5% |
17.5% |
| s.yale |
4.6% |
21.8% |
25.6% |
25.6% |
25.6% |
42.2% |
| s.seco |
3.6% |
20.8% |
24.5% |
24.5% |
24.5% |
49.2% |
| s.nobr |
4% |
19.6% |
23.4% |
23.4% |
23.4% |
43.3% |
| s.aron |
3.8% |
20.6% |
24.3% |
24.3% |
24.3% |
41.1% |
| s.lowv |
3.1% |
11.3% |
13.2% |
13.2% |
0% |
0% |
| s.bens |
2.8% |
17.6% |
19.8% |
19.8% |
19.8% |
45% |
| s.aggr |
3.3% |
20.7% |
23.5% |
23.5% |
0% |
0% |
| s.8020 |
4% |
18.4% |
22.7% |
22.7% |
22.7% |
42.1% |
| s.7030 |
3.8% |
17.7% |
21.7% |
21.7% |
21.7% |
37.3% |
| s.smar |
3.1% |
14.4% |
17.1% |
17.1% |
17.1% |
37.6% |
| s.marg |
2.8% |
20.1% |
23% |
23% |
23% |
40.5% |
| s.coff |
4.2% |
16.6% |
19.8% |
19.8% |
19.8% |
36% |
| s.buyh |
3.2% |
16.6% |
18.7% |
18.7% |
18.7% |
35.7% |
| s.swen |
4.6% |
21.2% |
25.1% |
25.1% |
25.1% |
0% |
| s.mode |
3.3% |
18.3% |
21.6% |
21.6% |
21.6% |
0% |
| s.lazy |
4.7% |
17% |
20% |
21.4% |
21.4% |
0% |
| s.have |
4.8% |
15.1% |
15.1% |
15.1% |
15.1% |
0% |
| s.grah |
3.7% |
16.6% |
18.2% |
18.2% |
18.2% |
0% |
| s.couc |
3% |
16% |
19.4% |
19.4% |
19.4% |
28.7% |
| s.712 |
3.8% |
15.8% |
17.5% |
19.1% |
19.1% |
0% |
| s.6040 |
3.6% |
16.9% |
20.7% |
20.7% |
20.7% |
32.2% |
| s.5050 |
3.4% |
16.2% |
19.6% |
19.6% |
19.6% |
26.7% |
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| s.grah |
8.7% |
12.4% |
12.9% |
10.2% |
9.7% |
|
| Peer Group* average |
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
9.2% |
13.6% |
14.0% |
11.3% |
10.5% |
10.7% |
| Global Equities (ACWI) |
10.9% |
17.6% |
19.3% |
16.2% |
16.3% |
|
| U.S. Equities (SPY) |
12.6% |
18.9% |
20.9% |
17.3% |
16.6% |
16.6% |
| U.S. Bonds (BND) |
5.7% |
7.5% |
6.5% |
5.2% |
4.6% |
4.6% |
| Ranking: Peer Group* |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
| Ranking: All Recipes |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
| s.talg |
12% |
15.6% |
16.6% |
13.4% |
13.4% |
15% |
| s.tals |
13.5% |
15.1% |
15.8% |
12.8% |
12.5% |
14% |
| s.talb |
11.7% |
15% |
15.5% |
12.4% |
11.9% |
13.4% |
| s.talc |
11.5% |
13.8% |
14.1% |
11.5% |
11% |
12.2% |
| s.wors |
5% |
5.7% |
5.8% |
5.7% |
5.5% |
0% |
| s.talm |
13.4% |
14.9% |
16% |
13.1% |
13% |
0% |
| s.swan |
9.4% |
13.3% |
16.4% |
14% |
14% |
0% |
| s.plus |
8.4% |
14% |
13.7% |
11.4% |
10.6% |
10.7% |
| s.noeq |
12.2% |
14.4% |
13.7% |
12.2% |
11.7% |
12.7% |
| s.ivyp |
8% |
12.8% |
14.5% |
11.7% |
11.7% |
0% |
| s.dali |
6% |
9.7% |
9.6% |
7.6% |
7.1% |
0% |
| s.brow |
7.2% |
10.3% |
9.7% |
8.1% |
7.6% |
7.8% |
| s.yale |
10.5% |
15.3% |
15.6% |
12.5% |
11.9% |
13.1% |
| s.seco |
9.9% |
16.5% |
18.2% |
15.1% |
14.8% |
15.4% |
| s.nobr |
10.2% |
15.7% |
16.9% |
13.7% |
13.5% |
13.9% |
| s.aron |
9.6% |
14.9% |
15.5% |
12.7% |
12.1% |
12.9% |
| s.lowv |
5.7% |
7.8% |
8.3% |
7.2% |
0% |
0% |
| s.bens |
8.5% |
14% |
15.4% |
12.9% |
12.9% |
13.7% |
| s.aggr |
10.1% |
15.7% |
17% |
14.4% |
0% |
0% |
| s.8020 |
11.1% |
16.3% |
17.6% |
14.4% |
13.7% |
13.8% |
| s.7030 |
10.1% |
14.9% |
15.8% |
12.8% |
12.1% |
12.2% |
| s.smar |
8.1% |
11.8% |
13% |
10.6% |
10.3% |
11% |
| s.marg |
7.7% |
13.6% |
14.4% |
11.8% |
11.5% |
12.2% |
| s.coff |
10% |
13.4% |
13.9% |
11.1% |
10.6% |
11.3% |
| s.buyh |
7.9% |
11.9% |
12.6% |
10.2% |
10% |
10.9% |
| s.swen |
11.1% |
15.4% |
15.6% |
12.5% |
11.9% |
0% |
| s.mode |
8.9% |
13.3% |
13.8% |
11.2% |
10.8% |
0% |
| s.lazy |
10% |
14.6% |
16.7% |
13.2% |
12.9% |
0% |
| s.have |
10.8% |
12.4% |
12.8% |
10.5% |
10.4% |
0% |
| s.grah |
8.7% |
12.4% |
12.9% |
10.2% |
9.7% |
0% |
| s.couc |
7.8% |
12.3% |
12.7% |
10.1% |
9.4% |
9.7% |
| s.712 |
8.5% |
12.7% |
14.3% |
11.7% |
11.6% |
0% |
| s.6040 |
9.2% |
13.6% |
14% |
11.3% |
10.5% |
10.7% |
| s.5050 |
8.4% |
12.3% |
12.4% |
9.8% |
9.1% |
9.2% |
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| s.grah |
5.6% |
8.4% |
8.8% |
6.9% |
6.3% |
|
| Peer Group* average |
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
5.2% |
9.2% |
9.0% |
7.2% |
6.5% |
7.0% |
| Global Equities (ACWI) |
5.7% |
11.7% |
12.5% |
10.5% |
10.5% |
|
| U.S. Equities (SPY) |
5.9% |
12.3% |
13.0% |
10.8% |
10.2% |
11.0% |
| U.S. Bonds (BND) |
4.1% |
5.5% |
4.5% |
3.5% |
3.0% |
2.8% |
| Ranking: Peer Group* |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
| Ranking: All Recipes |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
| s.talg |
6.6% |
10.3% |
10.7% |
8.2% |
8.1% |
9.9% |
| s.tals |
8.8% |
10.1% |
10.7% |
8.6% |
8% |
9.6% |
| s.talb |
7.7% |
10.4% |
10.5% |
8.2% |
7.5% |
9.1% |
| s.talc |
7.8% |
9.4% |
9.6% |
7.5% |
6.9% |
8.3% |
| s.wors |
2.2% |
4.5% |
4% |
3.8% |
3.6% |
0% |
| s.talm |
7.8% |
9.8% |
10.5% |
8.2% |
7.9% |
0% |
| s.swan |
4.2% |
7.9% |
10.8% |
9% |
9.6% |
0% |
| s.plus |
4% |
9.3% |
8.4% |
6.7% |
6.1% |
6.3% |
| s.noeq |
7.9% |
10% |
8.9% |
7.6% |
7.1% |
8.1% |
| s.ivyp |
5.3% |
9% |
10% |
7.9% |
7.8% |
0% |
| s.dali |
3.7% |
7.1% |
6.6% |
5% |
4.6% |
0% |
| s.brow |
3.8% |
6.8% |
5.9% |
4.7% |
4.3% |
4.6% |
| s.yale |
7.1% |
10.9% |
10.6% |
8.4% |
7.6% |
9% |
| s.seco |
5.4% |
11% |
11.8% |
9.8% |
9.4% |
10.4% |
| s.nobr |
6.1% |
10.4% |
11.1% |
9% |
8.6% |
9.4% |
| s.aron |
6% |
10.3% |
10.3% |
8.4% |
7.8% |
8.8% |
| s.lowv |
3% |
5.1% |
5.7% |
4.7% |
0% |
0% |
| s.bens |
4.8% |
9.3% |
10.1% |
8.4% |
8.3% |
9.3% |
| s.aggr |
5.9% |
10.3% |
11.1% |
9.3% |
0% |
0% |
| s.8020 |
5.8% |
10.8% |
11.2% |
9.1% |
8.5% |
9.2% |
| s.7030 |
5.5% |
10% |
10.1% |
8.1% |
7.4% |
8.1% |
| s.smar |
4.9% |
7.8% |
8.8% |
7% |
6.6% |
7.5% |
| s.marg |
4.4% |
9.6% |
9.7% |
7.8% |
7.4% |
8.4% |
| s.coff |
6.6% |
9.2% |
9.4% |
7.4% |
6.8% |
7.7% |
| s.buyh |
5.2% |
8.2% |
8.5% |
6.8% |
6.5% |
7.4% |
| s.swen |
7.6% |
10.8% |
10.5% |
8.3% |
7.6% |
0% |
| s.mode |
5.5% |
9.1% |
9.3% |
7.4% |
6.9% |
0% |
| s.lazy |
6.9% |
10.2% |
11.5% |
9% |
8.6% |
0% |
| s.have |
5.5% |
8.3% |
8.6% |
6.9% |
6.6% |
0% |
| s.grah |
5.6% |
8.4% |
8.8% |
6.9% |
6.3% |
0% |
| s.couc |
4.5% |
8.5% |
8.2% |
6.5% |
5.8% |
6.5% |
| s.712 |
5.5% |
8.8% |
9.9% |
8% |
7.8% |
0% |
| s.6040 |
5.2% |
9.2% |
9% |
7.2% |
6.5% |
7% |
| s.5050 |
4.9% |
8.4% |
8% |
6.3% |
5.6% |
6% |
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| s.grah |
0.60 |
0.64 |
0.63 |
0.58 |
0.57 |
|
| Peer Group* average |
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
0.77 |
0.74 |
0.70 |
0.67 |
0.65 |
0.65 |
| Global Equities (ACWI) |
0.88 |
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) |
0.77 |
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 |
0.720229204050921 |
0.761892178339761 |
0.760664546091165 |
0.667922536233433 |
0.68285302501018 |
0.744050049546295 |
| s.tals |
0.952850882179441 |
0.769644288172434 |
0.750079724279117 |
0.690912327050935 |
0.70245127237517 |
0.76170006470217 |
| s.talb |
0.896143748952654 |
0.810573244839186 |
0.767625800522508 |
0.68737615465116 |
0.675491841677756 |
0.736259181025579 |
| s.talc |
0.842878633580743 |
0.723626924056491 |
0.693368456159429 |
0.626570551789752 |
0.616547145858156 |
0.669028916824192 |
| s.wors |
-0.0275283946906367 |
0.166661600978975 |
0.0728099434342326 |
0.012351047814463 |
-0.00521880836182128 |
0 |
| s.talm |
0.659321443976589 |
0.677677523362625 |
0.705917006977299 |
0.608910416113781 |
0.620717423528476 |
0 |
| s.swan |
0.130538566874251 |
0.369245853628992 |
0.573069962564608 |
0.532706725308168 |
0.581936836137691 |
0 |
| s.plus |
0.572501260479112 |
0.660848586956013 |
0.526196113342667 |
0.419476891813744 |
0.356820514280876 |
0.350624070628415 |
| s.noeq |
0.67110545586269 |
0.643648841129572 |
0.518258749966763 |
0.363010316288023 |
0.308202859364628 |
0.371193181400326 |
| s.ivyp |
0.619681128078988 |
0.670790327297079 |
0.693298636236225 |
0.651090258194113 |
0.682773183135006 |
0 |
| s.dali |
0.440569449827376 |
0.51573525543617 |
0.458495980497174 |
0.386708172506216 |
0.354535391819882 |
0 |
| s.brow |
0.456812612984304 |
0.485247950353326 |
0.386826827818648 |
0.305092599726531 |
0.26143097035197 |
0.258608373797034 |
| s.yale |
0.830394140151775 |
0.834084048987373 |
0.773675551604893 |
0.701767994597882 |
0.68709766269038 |
0.741634802089177 |
| s.seco |
0.807888839673974 |
0.886488790974643 |
0.894164403769082 |
0.883515966105954 |
0.905113115995684 |
0.924026974804365 |
| s.nobr |
0.804325437455644 |
0.836482700445871 |
0.833177537275091 |
0.801125054842996 |
0.821053441092193 |
0.834860359184622 |
| s.aron |
0.778077131940057 |
0.802021368655108 |
0.76270606093463 |
0.730906165482042 |
0.728137010025502 |
0.757094758866911 |
| s.lowv |
0.325719001811764 |
0.366603786481151 |
0.390334381175804 |
0.36552372288855 |
0 |
0 |
| s.bens |
0.692495677324567 |
0.745082932815844 |
0.760593662835322 |
0.75598059325607 |
0.789147617111995 |
0.81853123962273 |
| s.aggr |
0.762708786775479 |
0.809889518022104 |
0.80408053027338 |
0.804827186268862 |
0 |
0 |
| s.8020 |
0.908707429530964 |
0.881654231465064 |
0.865341665709207 |
0.847187473905254 |
0.84128786440637 |
0.840792944007604 |
| s.7030 |
0.837504174541842 |
0.812719063956691 |
0.784307933815575 |
0.758319049037954 |
0.746781660716235 |
0.745173651484569 |
| s.smar |
0.626601141132904 |
0.625638707389296 |
0.643643099984124 |
0.620519192705502 |
0.633063982896895 |
0.663468716278713 |
| s.marg |
0.616521907677779 |
0.736018503035098 |
0.717707027347235 |
0.689053302331637 |
0.699289129034263 |
0.721565640847364 |
| s.coff |
0.767193309195014 |
0.713934458824248 |
0.689033656777363 |
0.64208328272063 |
0.639099666126897 |
0.668812581998427 |
| s.buyh |
0.588767992019379 |
0.623430158048581 |
0.616259667095565 |
0.584958483588583 |
0.602102430815796 |
0.634775171157788 |
| s.swen |
0.873999248831344 |
0.832648851087109 |
0.767268535333473 |
0.697339296569422 |
0.681974110010774 |
0 |
| s.mode |
0.698249445371387 |
0.715450238108119 |
0.685027416161372 |
0.648125283973063 |
0.65245659354192 |
0 |
| s.lazy |
0.770312465544432 |
0.753718369497591 |
0.797975382853667 |
0.742917655910655 |
0.755496698473433 |
0 |
| s.have |
0.390160852958342 |
0.500852193520031 |
0.523834473064437 |
0.448094901131057 |
0.466686590227785 |
0 |
| s.grah |
0.602457359500087 |
0.637573982932702 |
0.628313768827357 |
0.580542828092474 |
0.57029344613119 |
0 |
| s.couc |
0.660552711326369 |
0.67826363534751 |
0.637190702742999 |
0.598174814202185 |
0.575718443449096 |
0.577760989930229 |
| s.712 |
0.6404749320251 |
0.661064329333019 |
0.69113295936557 |
0.662731355419301 |
0.689924652927693 |
0 |
| s.6040 |
0.766300919552721 |
0.743783896448318 |
0.703274201921943 |
0.669450624170653 |
0.6522754570261 |
0.649554358961534 |
| s.5050 |
0.6950976645636 |
0.674848728939946 |
0.622240470028311 |
0.580582199303353 |
0.557769253335965 |
0.553935066438498 |
Compare: Correlation
for period ending December 31, 2024
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| to Global Stocks (ACWI) |
0.85 |
0.95 |
0.96 |
0.95 |
0.94 |
|
| to S&P500 (SPY) |
0.75 |
0.90 |
0.92 |
0.91 |
0.91 |
|
| to U.S. Bonds (BND) |
0.90 |
0.85 |
0.70 |
0.58 |
0.49 |
|
| to Commodities (DBC) |
-0.41 |
0.19 |
0.46 |
0.44 |
0.50 |
|
| to Gold (GLD) |
0.29 |
0.37 |
0.30 |
0.21 |
0.21 |
|
