Ben Graham 50-50 · 50% equity
for period ending May 31, 2025
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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
For step-by-step instructions on buying the underlying funds, see the article "How to Invest"
Recipe ingredients, updated May 31, 2025 and used for June 2025 allocation:
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Compare: Total Return
for period ending May 31, 2025
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 |
5.7% |
1.9% |
9.0% |
6.0% |
7.2% |
5.3% |
6.6% |
|
| Peer Group* average |
|
|
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
1.3% |
3.5% |
10.0% |
8.9% |
8.7% |
8.0% |
9.2% |
7.7% |
| Global Equities (ACWI) |
5.2% |
5.7% |
13.2% |
12.3% |
13.3% |
9.4% |
10.1% |
|
| U.S. Equities (SPY) |
0.9% |
6.3% |
13.2% |
14.2% |
15.8% |
12.7% |
14.0% |
10.4% |
| U.S. Bonds (BND) |
2.5% |
-0.7% |
5.4% |
1.4% |
-1.0% |
1.5% |
2.2% |
3.0% |
| Ranking: Peer Group* |
Rank: Group |
Rank: Group |
Rank: Group |
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| Ranking: All Recipes |
Rank: All |
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| s.talg |
8.81444247229675% |
2.43909742253928% |
21.8425807522717% |
12.1237756878754% |
12.347751778157% |
9.82673597792365% |
9.98789646144083% |
10.0036510357331% |
| s.tals |
-1.11537623414458% |
2.03504198704125% |
6.4317974678709% |
3.36009644102959% |
6.331852069383% |
4.98950790792552% |
6.70564065728547% |
6.10069781893157% |
| s.talb |
1.49750478207713% |
2.23313351359254% |
10.2046666597009% |
5.41199740943081% |
7.16344004156977% |
6.59258902953965% |
8.25516882814819% |
7.19197774299289% |
| s.talc |
1.62180216756602% |
1.51192080209345% |
9.90161984011837% |
4.6807818898482% |
6.58031863896906% |
6.28536928414187% |
7.79578856354595% |
6.96771880943519% |
| s.wors |
6.59848811102972% |
-1.08874886609936% |
10.9290753253166% |
-0.705646294250883% |
0.690151360712332% |
0.828082474401604% |
-0.459273872335775% |
0% |
| s.talm |
9.50096525849742% |
1.28582377816079% |
19.2840381384304% |
9.4858852890203% |
11.2712124829407% |
8.8853879923525% |
9.13306899734323% |
0% |
| s.swan |
9.79984889738119% |
2.15756077746009% |
9.09132944132831% |
5.54371526713411% |
13.0200181932973% |
5.86825748649094% |
3.72503975245717% |
0% |
| s.plus |
8.32035713077515% |
1.87690911510855% |
18.9817853821616% |
11.4521887651383% |
7.07180780881662% |
8.83806225315489% |
8.88176557845597% |
9.2568402344726% |
| s.noeq |
8.64448094595578% |
-0.715507593791729% |
16.6780961951254% |
5.06301329759602% |
3.63477158662582% |
5.38022869207386% |
6.20136636101325% |
7.58041930411923% |
| s.ivyp |
3.41758371725942% |
2.45546502309433% |
7.79006864626139% |
3.60518351087691% |
9.20143868049679% |
5.89168887877345% |
6.69137207098964% |
0% |
| s.dali |
3.36461413085327% |
0.98453791040758% |
7.82182250691366% |
3.74653590225908% |
4.21218709011626% |
4.55821972462613% |
5.28312409811023% |
0% |
| s.brow |
6.85538637565266% |
0.682998184219988% |
14.2171433024028% |
7.88494168299931% |
5.06202843404406% |
6.11832182321848% |
6.3230442000026% |
6.95404821359269% |
| s.yale |
3.3965662533634% |
2.508% |
9.93617165600551% |
5.01091637762185% |
6.65904699010293% |
6.22722830160243% |
7.99682664254506% |
7.02217291106442% |
| s.seco |
3.40329069746577% |
5.106% |
12.078066603658% |
11.2918083497584% |
12.2046032595223% |
9.15614523244182% |
10.3836256569694% |
8.32632407653651% |
| s.nobr |
4.41766236770611% |
4.0025% |
9.57125142929265% |
8.89201786320633% |
9.82774508083504% |
7.34328852904831% |
8.90663753350001% |
7.38482750886122% |
| s.aron |
3.3168570014001% |
3.546% |
9.23564077051595% |
6.45510238495797% |
7.37598589249135% |
6.3044317650869% |
7.84276582310521% |
7.00621939467958% |
| s.lowv |
7.19142786577942% |
0.854617269344072% |
12.3831145717212% |
6.87717335230953% |
5.78796777286841% |
4.9450143423879% |
0% |
0% |
| s.bens |
5.08498245875537% |
3.99336703393809% |
10.5855013609742% |
9.45503274385591% |
10.9091523688891% |
7.58712607598269% |
8.4870736946512% |
7.29568529397748% |
| s.aggr |
4.40535252131253% |
4.09867278444682% |
8.88527791078322% |
8.29257284006986% |
9.60980842263675% |
6.93717759095982% |
0% |
0% |
| s.8020 |
0.88044832513372% |
4.86781948098412% |
11.4148424117885% |
11.3036326056657% |
11.96171285824% |
10.1208527749285% |
11.4132671999456% |
9.04679327415998% |
| s.7030 |
1.11777131515638% |
4.17512560004081% |
10.7053514682544% |
10.0898897085157% |
10.3309647152092% |
9.08738998749758% |
10.3035237934656% |
8.36139862744354% |
| s.smar |
2.33346078267356% |
2.802% |
7.9845793324911% |
6.36460821299547% |
8.03242506173703% |
6.02183004959125% |
7.17440997841239% |
6.3790562963741% |
| s.marg |
4.5901707144087% |
3.4523% |
10.0804409486779% |
7.24171483826506% |
8.65778991542652% |
6.62996356266863% |
7.66528241089985% |
6.5770257703804% |
| s.coff |
1.20065873835786% |
2.243% |
6.91382317161544% |
4.56120768820882% |
6.49005783548429% |
5.53643239943373% |
7.10738134655244% |
6.35342184664465% |
| s.buyh |
4.41416292781602% |
2.4582% |
7.89594733334564% |
4.81132732497338% |
6.58776692382106% |
4.89117630882463% |
6.13098256029689% |
5.78493266388729% |
| s.swen |
3.78089517076969% |
2.45091831769265% |
9.74388462150675% |
5.38933589351338% |
6.84188874575378% |
6.38489260461512% |
8.16262479632877% |
0% |
| s.mode |
2.79826067555229% |
2.84574494918119% |
9.04171075535722% |
6.40389596285242% |
7.06520891251829% |
6.08977805009654% |
7.28137988591211% |
0% |
| s.lazy |
3.95444821368724% |
2.17360473214283% |
7.13411415138945% |
4.71100281455124% |
9.26507662346578% |
5.55279605084051% |
6.74864342104762% |
0% |
| s.have |
13.6038745323314% |
1.97119054827196% |
17.4685366708723% |
8.73288791824221% |
8.70350615780968% |
6.75591992593061% |
7.28574891079601% |
0% |
| s.grah |
5.72541995275981% |
1.90627605508433% |
8.96375811740944% |
5.96111651531204% |
7.24560699461168% |
5.3312867674892% |
6.61198385407822% |
0% |
| s.couc |
2.18038480668559% |
2.81065144613875% |
9.2829945840678% |
7.26225607256703% |
8.32961619873347% |
7.39140211385458% |
8.30234052492416% |
7.02092744612055% |
| s.712 |
2.87414170316926% |
2.47305032740062% |
6.57731012193719% |
4.11569774064813% |
8.17066225974603% |
5.12587051652529% |
5.83341735558558% |
0% |
| s.6040 |
1.34499114189892% |
3.4824317190975% |
9.98446775190245% |
8.86972237990276% |
8.70266146233796% |
8.0398601241751% |
9.18155407634291% |
7.65473417292524% |
| s.5050 |
1.56203422136489% |
2.78973783815418% |
9.25243325856471% |
7.64354759478265% |
7.07725768276768% |
6.97887066803951% |
8.04794879351831% |
6.9273724286897% |
| |
|
|
|
|
|
| s.grah |
7.4% |
10.8% |
-10.5% |
10.7% |
6.2% |
| Peer Group* average |
|
|
|
|
|
| 60% Equity / 40% Bonds |
16.4% |
14.0% |
-16.7% |
17.5% |
14.4% |
| Global Equities (ACWI) |
16.3% |
18.7% |
-18.4% |
22.3% |
17.5% |
| U.S. Equities (SPY) |
18.4% |
28.7% |
-18.2% |
26.2% |
24.9% |
| U.S. Bonds (BND) |
7.7% |
-1.9% |
-13.1% |
5.4% |
1.4% |
| Ranking: Peer Group* |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
| Ranking: All Recipes |
Rank: All |
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Rank: All |
| s.talg |
13.9468785359063% |
19.6644640877491% |
-15.5982163184184% |
17.2147119882491% |
18.5409800625855% |
| s.tals |
7.05687582072052% |
17.3515132076102% |
-16.7670110360329% |
11.4607819566624% |
7.13368465491178% |
| s.talb |
8.32668393434759% |
20.4416057352521% |
-19.4447615934583% |
14.3933354422893% |
9.84078634469641% |
| s.talc |
4.84969497533336% |
18.657946666363% |
-14.2185045597003% |
11.0106934244197% |
7.2655424719815% |
| s.wors |
14.3702001164639% |
-0.875276067558028% |
-5.1937133824035% |
-5.58504538241322% |
4.92796652363263% |
| s.talm |
7.58465721431614% |
19.5784169354495% |
-8.85561496964616% |
10.1770538607038% |
13.328345401702% |
| s.swan |
4.85193934457004% |
13.7472558903354% |
12.5022458844257% |
3.87405837048487% |
6.33793371276901% |
| s.plus |
28.2349702712587% |
5.72167231574099% |
-20.9188513529395% |
18.717111310016% |
16.3547463663974% |
| s.noeq |
13.4769738395866% |
9.3602337913999% |
-19.9085070557827% |
9.53340406039849% |
7.33042397604708% |
| s.ivyp |
6.41636266476715% |
21.704938427612% |
-12.0141809514464% |
10.2221855824715% |
7.21213144275969% |
| s.dali |
12.3351852268746% |
7.2999802009639% |
-14.2419586214205% |
8.9022827283016% |
6.44816896157934% |
| s.brow |
17.7109084339359% |
3.78663530958809% |
-14.1843314422468% |
11.5363405910448% |
11.0375103098703% |
| s.yale |
12.7371401515751% |
16.9328407365336% |
-21.1163765409783% |
13.6292960934462% |
8.65687915389599% |
| s.seco |
16.9265476156061% |
17.451675362683% |
-17.8311299962618% |
20.463621090642% |
17.6298527032833% |
| s.nobr |
13.7179221627692% |
14.8634737757154% |
-16.2867479178065% |
16.9176842634148% |
11.3285355772194% |
| s.aron |
18.0494037838299% |
9.83431184775974% |
-18.9796488835045% |
14.4504409548533% |
9.89685748398825% |
| s.lowv |
2.90314534384484% |
6.18271147443223% |
-7.1921722805645% |
6.62410452368214% |
8.99804818875074% |
| s.bens |
10.9915395787553% |
15.7557592834701% |
-12.553306533105% |
16.4540999657777% |
12.2916817198867% |
| s.aggr |
17.9556465411554% |
11.4230042512206% |
-15.88527363279% |
15.5546454041855% |
10.3803462823992% |
| s.8020 |
18.8225112951776% |
19.7452364376917% |
-18.069856178937% |
21.7158548469084% |
19.0553240966601% |
| s.7030 |
17.6260388071938% |
16.863416355419% |
-17.3740226657332% |
19.5904932836454% |
16.7290565479814% |
| s.smar |
9.39470666808912% |
12.4376494447116% |
-11.2782733805696% |
11.5849600285105% |
9.63690400262172% |
| s.marg |
15.0514375454995% |
13.1713721596459% |
-16.8955652505738% |
14.2064095501135% |
11.4643164252935% |
| s.coff |
9.23922132592205% |
13.563426155565% |
-14.5671014495673% |
10.99447982111% |
7.85026456215501% |
| s.buyh |
9.8266263196966% |
10.2585271548169% |
-12.7137526420126% |
9.85714046337261% |
6.0655537940971% |
| s.swen |
12.6726389225104% |
16.9829231820075% |
-20.6371049951315% |
14.2715161326236% |
7.94820015492737% |
| s.mode |
14.0785814295956% |
10.5873850153413% |
-16.8777386877365% |
13.7946845931412% |
9.53448468713143% |
| s.lazy |
3.22183464964929% |
20.1424754111165% |
-8.04438839262481% |
10.6640610584107% |
6.00559042104059% |
| s.have |
7.93295904404396% |
6.90151128246674% |
-4.68831183100331% |
4.05321484237007% |
11.7652282217603% |
| s.grah |
7.37651790260052% |
10.8115534429923% |
-10.4724501569515% |
10.6870179030968% |
6.21947039912392% |
| s.couc |
16.6106546772378% |
15.4147651016417% |
-15.7071352139266% |
14.5906857415039% |
12.3364015298019% |
| s.712 |
7.70583757354628% |
14.4998415750287% |
-9.99646394712902% |
9.66178559111286% |
6.7960658962755% |
| s.6040 |
16.3697115808623% |
14.0345204547633% |
-16.6986542826282% |
17.4898007024777% |
14.4366761920685% |
| s.5050 |
15.0559930685074% |
11.2579446671262% |
-16.0443948028284% |
15.4136741697843% |
12.1778703016602% |
Compare: Risk vs. Return
for period ending May 31, 2025
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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 |
-1.6% |
-8.1% |
-6.7% |
-5.7% |
-4.3% |
|
| Peer Group* average |
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
-0.9% |
-4.2% |
-5.1% |
-2.1% |
-1.0% |
0.3% |
| Global Equities (ACWI) |
2.0% |
-1.7% |
-1.9% |
-3.1% |
-4.0% |
|
| U.S. Equities (SPY) |
0.0% |
0.0% |
0.0% |
0.0% |
0.0% |
0.0% |
| U.S. Bonds (BND) |
-6.5% |
-18.1% |
-23.9% |
-12.9% |
-10.3% |
-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 |
16.2245859436674% |
-0.793727819538169% |
-1.53991477116534% |
-0.93607927372288% |
-2.25603604963199% |
0.510577553449773% |
| s.tals |
-6.66341835768082% |
-11.2202664364108% |
-8.83705611245394% |
-7.03788877243347% |
-5.91336845217516% |
-3.62150068705172% |
| s.talb |
-1.52829342001785% |
-8.85515795661896% |
-7.77348434302146% |
-4.79763353503497% |
-3.46215971464661% |
-2.01852995643376% |
| s.talc |
-2.17137234896981% |
-9.77822601808605% |
-8.21262092741884% |
-4.77847457844482% |
-3.41745437471015% |
-1.72393594360842% |
| s.wors |
5.35844575496107% |
-25.8060393339372% |
-20.4941842641114% |
-14.4733371580826% |
-17.6634435147338% |
0% |
| s.talm |
8.21038132678238% |
-3.97580716899961% |
-2.65278267771474% |
-2.00452691349924% |
-3.07978878413282% |
0% |
| s.swan |
-2.25098260259759% |
-8.69455626617867% |
0.304335888993545% |
-6.29879221503428% |
-10.0676652817089% |
0% |
| s.plus |
21.7342589614745% |
-0.692185750469474% |
-7.59334085111321% |
-0.783771968207269% |
-1.57724158465038% |
2.85379909797297% |
| s.noeq |
5.78577399847128% |
-9.26431201514123% |
-12.1560561464213% |
-6.22902413896336% |
-6.26375244558951% |
-1.16132624215825% |
| s.ivyp |
-2.96669351129632% |
-11.2748188477355% |
-4.51095479243074% |
-5.44745900804506% |
-5.53462227005296% |
0% |
| s.dali |
-0.736787074693973% |
-11.8649767778075% |
-11.0111930517528% |
-5.73534936099468% |
-4.44630377395406% |
0% |
| s.brow |
13.0184385222244% |
-4.57450702845836% |
-9.52084804602412% |
-2.72706700511562% |
-2.77929952049132% |
2.00927293058409% |
| s.yale |
-1.12352381434729% |
-9.30377701211281% |
-8.52832248321215% |
-5.34158505365127% |
-3.88475016029747% |
-2.1247465075981% |
| s.seco |
1.22038042363259% |
-2.33017939801631% |
-2.55651359381047% |
-2.81971888159283% |
-2.78732056706035% |
-1.62721924000246% |
| s.nobr |
-1.94574220844404% |
-4.89106731733678% |
-4.88630055762497% |
-4.39500494743733% |
-3.73704624116747% |
-2.07468260109189% |
| s.aron |
-1.94140702362826% |
-7.62191916646045% |
-7.49163937732781% |
-5.29207912677381% |
-4.26532038361352% |
-2.07836063449122% |
| s.lowv |
9.14919843051418% |
-5.68716891986012% |
-7.0005130756777% |
-4.54398893947671% |
0% |
0% |
| s.bens |
1.33272706508567% |
-3.66231406208683% |
-2.54589215417881% |
-3.66584444156241% |
-3.85054090400148% |
-2.07633273270957% |
| s.aggr |
-2.38173596830623% |
-5.58681073823309% |
-5.09117333141113% |
-5.10305172985793% |
0% |
0% |
| s.8020 |
-0.792446320645815% |
-2.14542156663045% |
-2.55421429861302% |
-1.29614903691708% |
-0.777165677493089% |
0.00737779791848148% |
| s.7030 |
-0.792490038880969% |
-3.07687515949602% |
-3.69548503372141% |
-1.61753113707495% |
-0.83934133705433% |
0.158598553631444% |
| s.smar |
-2.94042658235545% |
-7.46946338035891% |
-5.25137662555157% |
-4.74345711308881% |
-3.8641591347404% |
-1.92587708625723% |
| s.marg |
1.31872073620874% |
-6.49968227587826% |
-5.34294817386908% |
-4.42257786392009% |
-4.05442040934073% |
-2.27856014210761% |
| s.coff |
-5.36204402591432% |
-9.96656395982816% |
-8.17752436390027% |
-5.74745850378013% |
-4.22769938562977% |
-2.13536901263318% |
| s.buyh |
-2.77308927615135% |
-9.74686837088795% |
-7.62503906369859% |
-6.36038917105815% |
-5.32772869159693% |
-2.71508832956942% |
| s.swen |
-1.74899151225818% |
-8.87654802991112% |
-8.29464249261813% |
-5.11378145362724% |
-3.6246942578976% |
0% |
| s.mode |
-1.51716867196614% |
-7.5481418270372% |
-7.31637611555707% |
-4.95511071394747% |
-4.12836571721155% |
0% |
| s.lazy |
-4.88818421016774% |
-9.69394398886376% |
-5.07309160929968% |
-6.4537072259163% |
-6.10023704269048% |
0% |
| s.have |
8.61685675229853% |
-4.31568433963384% |
-4.701048351125% |
-3.56767116429558% |
-3.87844776083414% |
0% |
| s.grah |
-1.57323649190986% |
-8.11129558789601% |
-6.69830722091064% |
-5.6849445977565% |
-4.33143453800826% |
0% |
| s.couc |
-0.53380986453997% |
-6.18704893611852% |
-4.97439581553193% |
-2.20609083112446% |
-1.19987978789132% |
0.0471895284516286% |
| s.712 |
-5.2430447612225% |
-10.637198337381% |
-5.62569573616366% |
-6.53290324568587% |
-6.66910214868838% |
0% |
| s.6040 |
-0.853001206508446% |
-4.20616273562911% |
-5.09236547195524% |
-2.06742593548967% |
-0.976024169102478% |
0.291687218313578% |
| s.5050 |
-1.0183022648509% |
-5.58463891996377% |
-6.82312908952755% |
-2.70541809565367% |
-1.23910151104947% |
0.381547925996372% |
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| s.grah |
1.4% |
-5.1% |
-3.5% |
-3.0% |
-1.9% |
|
| Peer Group* average |
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
-0.4% |
-3.0% |
-3.5% |
-1.3% |
-0.5% |
0.3% |
| Global Equities (ACWI) |
2.0% |
-1.4% |
-1.6% |
-2.7% |
-3.6% |
|
| U.S. Equities (SPY) |
0.0% |
0.0% |
0.0% |
0.0% |
0.0% |
0.0% |
| U.S. Bonds (BND) |
0.0% |
-6.6% |
-7.5% |
-2.3% |
-0.4% |
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 |
13.9136208770738% |
0.338333941975862% |
0.0648991589950203% |
0.499047470657506% |
0.12002536403604% |
1.92102788408533% |
| s.tals |
-3.98323160240358% |
-8.82755694822478% |
-6.01837362964545% |
-4.60751190552436% |
-3.487616480387% |
-2.16495951621305% |
| s.talb |
0.283720528253526% |
-6.98903115006101% |
-5.62857860015719% |
-2.96229228056728% |
-1.60311256091575% |
-0.866437453948157% |
| s.talc |
0.391393635839815% |
-7.12582597531074% |
-5.32688162127596% |
-2.6058257724925% |
-1.31735577553285% |
-0.506323602923795% |
| s.wors |
8.32785323846153% |
-7.57009678575752% |
-4.22543368337999% |
-1.58372857674457% |
-1.87296627682466% |
0% |
| s.talm |
12.6079593578272% |
-1.64268181106048% |
-0.0264388988943463% |
0.224999866123355% |
0.0989973947587721% |
0% |
| s.swan |
4.68975592355776% |
-3.498990725165% |
4.55516680050249% |
-1.84878578376109% |
-4.77166840891806% |
0% |
| s.plus |
11.8863067561567% |
0.79780134590733% |
-3.58424338273994% |
2.04113358826197% |
2.85596269589411% |
4.48706712328576% |
| s.noeq |
11.0588362577032% |
-5.44729609030607% |
-6.46712384834786% |
-0.833231923606189% |
0.919663293706369% |
2.68726245963354% |
| s.ivyp |
-0.324413954856433% |
-7.89871767924211% |
-2.44948368667353% |
-3.17424489899329% |
-3.14067804014181% |
0% |
| s.dali |
1.03540108630828% |
-6.09095688437468% |
-4.99193230175089% |
-1.79948779301333% |
-0.661771898977876% |
0% |
| s.brow |
8.14908563096382% |
-1.43230578385958% |
-3.55828430535017% |
0.572491277555395% |
1.51716271960458% |
2.97645485365158% |
| s.yale |
0.5641831361917% |
-7.6283681761853% |
-6.41442441389895% |
-3.45741504784387% |
-1.99056426185221% |
-1.08282381487046% |
| s.seco |
1.15775892742665% |
-1.92764488178147% |
-2.01989286772685% |
-2.3516493609425% |
-2.3129047171165% |
-1.35694306411703% |
| s.nobr |
-0.499401224204281% |
-3.9212998731014% |
-3.63127312135634% |
-3.30591043342585% |
-2.75633452502294% |
-1.52704414142675% |
| s.aron |
-0.607536952943459% |
-6.00691176725688% |
-5.3443079626312% |
-3.64694375943036% |
-2.68534428819015% |
-1.23940598478609% |
| s.lowv |
7.133788397884% |
-1.48970151567575% |
-1.81948534121167% |
-1.08325974072731% |
0% |
0% |
| s.bens |
1.40051080548328% |
-2.54195198057175% |
-1.5097346250651% |
-2.55074433957026% |
-2.70752491058635% |
-1.46060398938035% |
| s.aggr |
-0.507991335389129% |
-4.24760365456444% |
-3.35752877621681% |
-3.69942270520907% |
0% |
0% |
| s.8020 |
-0.609687666136526% |
-1.84557571500195% |
-2.13912119876308% |
-1.05307123344513% |
-0.596381585147162% |
0.0534178805160055% |
| s.7030 |
-0.490413385593309% |
-2.42369736119479% |
-2.81717762057988% |
-1.16003893865744% |
-0.538563645773358% |
0.187811066746025% |
| s.smar |
-0.924177486026188% |
-4.68008687180652% |
-2.86229994505457% |
-2.75455138904713% |
-2.167065044805% |
-1.06694061009072% |
| s.marg |
1.38423421643782% |
-4.66749259501744% |
-3.48246028258602% |
-2.83883586811205% |
-2.46644207055893% |
-1.3644604849908% |
| s.coff |
-2.50965513921704% |
-7.20287153581825% |
-5.2322688126125% |
-3.49033115653405% |
-2.33091454404043% |
-1.13839950395426% |
| s.buyh |
-0.0875222172082823% |
-6.19200642739951% |
-4.20994280802189% |
-3.50162087353533% |
-2.78824096295749% |
-1.40353457534289% |
| s.swen |
0.353288228111291% |
-7.18634406934617% |
-6.15525441644373% |
-3.23913778630913% |
-1.74828455909725% |
0% |
| s.mode |
-0.0319116932510068% |
-5.22222951318362% |
-4.61209164685413% |
-2.98018227391211% |
-2.29066093242054% |
0% |
| s.lazy |
-1.24135512311046% |
-7.47397953251564% |
-2.96314599441987% |
-4.42074230155115% |
-3.99186727605284% |
0% |
| s.have |
12.4574157931527% |
-0.840370532809795% |
-0.505053748291569% |
-0.150020707295531% |
0.173901163816399% |
0% |
| s.grah |
1.44636189770745% |
-5.06699117811831% |
-3.49921554072038% |
-2.96968069007358% |
-1.9116148067239% |
0% |
| s.couc |
-0.0146365015081225% |
-4.11973391874607% |
-3.059777874614% |
-1.17983489376012% |
-0.41378572413462% |
0.285920191455527% |
| s.712 |
-1.76417791468373% |
-7.28177011073706% |
-3.08264607482026% |
-4.03177254812885% |
-4.12557827736857% |
0% |
| s.6040 |
-0.382531877867921% |
-3.0082434388505% |
-3.49278915223718% |
-1.2810737197613% |
-0.492972017042214% |
0.300934445174185% |
| s.5050 |
-0.285801147128346% |
-3.59879697301342% |
-4.16550121059347% |
-1.41556809367828% |
-0.459015954013009% |
0.393360533885113% |
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| s.grah |
0.59 |
0.09 |
0.36 |
0.33 |
0.57 |
|
| Peer Group* average |
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
0.65 |
0.30 |
0.46 |
0.55 |
0.78 |
0.60 |
| Global Equities (ACWI) |
0.87 |
0.45 |
0.65 |
0.52 |
0.62 |
|
| U.S. Equities (SPY) |
0.72 |
0.54 |
0.75 |
0.70 |
0.86 |
0.61 |
| U.S. Bonds (BND) |
0.19 |
-0.47 |
-0.63 |
-0.13 |
0.15 |
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 |
1.90374436850905 |
0.484780025816708 |
0.657453983622947 |
0.629325629131978 |
0.715914168688376 |
0.635051828788898 |
| s.tals |
0.210143857514984 |
-0.0716546078835744 |
0.255981209131999 |
0.266491321814958 |
0.480419592430604 |
0.378182202183486 |
| s.talb |
0.603222780559278 |
0.0584007087356426 |
0.314678666898296 |
0.398080596750282 |
0.63216788680292 |
0.473578364774461 |
| s.talc |
0.554765166448266 |
0.00366823824730397 |
0.284983629578113 |
0.394246511455483 |
0.630885438327009 |
0.486548554365517 |
| s.wors |
1.11714281684215 |
-0.873074485906078 |
-0.428305181387808 |
-0.21970190977099 |
-0.326078417362631 |
0 |
| s.talm |
1.32270463945946 |
0.319291247105419 |
0.595738673247556 |
0.565918599187843 |
0.662888469850091 |
0 |
| s.swan |
0.539076834540489 |
0.0576213889810442 |
0.753643532513185 |
0.3192937992002 |
0.222550753572169 |
0 |
| s.plus |
2.33504162071064 |
0.481371816609849 |
0.32297082103677 |
0.629278272415787 |
0.748545275545484 |
0.759225337518894 |
| s.noeq |
1.14939387721459 |
0.0360348986534063 |
0.0662438009044546 |
0.309960085372645 |
0.455302184265314 |
0.523489816325504 |
| s.ivyp |
0.48228862733546 |
-0.0815255337432167 |
0.483900498797175 |
0.355619079149657 |
0.501017314896455 |
0 |
| s.dali |
0.65228785914413 |
-0.1254276875637 |
0.107842138563919 |
0.314527182423039 |
0.543875448018357 |
0 |
| s.brow |
1.70268132542508 |
0.261642599412289 |
0.195412919473118 |
0.498090917080836 |
0.658065938182494 |
0.696547345831944 |
| s.yale |
0.631185540744902 |
0.0366720527230818 |
0.274468344514715 |
0.365585264845228 |
0.604850012167158 |
0.465843666924066 |
| s.seco |
0.809131352265892 |
0.411598064295731 |
0.608139312577277 |
0.527273012024525 |
0.687243839701482 |
0.506713551665606 |
| s.nobr |
0.56712629943498 |
0.275128742526373 |
0.47900793158007 |
0.429273766554911 |
0.623260389461784 |
0.473351992892595 |
| s.aron |
0.566347805100621 |
0.12489991731784 |
0.32957738492784 |
0.369767589976751 |
0.58295468036475 |
0.468336080174951 |
| s.lowv |
1.41250875445279 |
0.188253990182109 |
0.318757584520906 |
0.386832614186733 |
0 |
0 |
| s.bens |
0.81450976036336 |
0.329673154905757 |
0.596190444596436 |
0.46820541234366 |
0.613931397886246 |
0.472871159896785 |
| s.aggr |
0.531387800039836 |
0.23760128221395 |
0.466024013424421 |
0.389316433646992 |
0 |
0 |
| s.8020 |
0.660395251578106 |
0.419780664890075 |
0.607120243782909 |
0.612878544344718 |
0.807682079415556 |
0.598988564507108 |
| s.7030 |
0.65768766242522 |
0.364349146495615 |
0.538949204291588 |
0.587511809034738 |
0.798345298625284 |
0.601655424352911 |
| s.smar |
0.485213700595449 |
0.118266959813998 |
0.437768140246525 |
0.393339110834178 |
0.601816259864588 |
0.470007402029746 |
| s.marg |
0.812912130416841 |
0.17844280384328 |
0.440792079963999 |
0.416418394021513 |
0.593482805333886 |
0.453070484104786 |
| s.coff |
0.301071687232902 |
-0.00866796509844545 |
0.284238932645604 |
0.335408866803872 |
0.57873422854488 |
0.457493731252753 |
| s.buyh |
0.49667554720524 |
-0.00266623001946172 |
0.308143260450519 |
0.293722634563886 |
0.506382948429102 |
0.420222954354679 |
| s.swen |
0.584293845744939 |
0.0597905591549634 |
0.287398010791688 |
0.379059073094932 |
0.621207725625338 |
0 |
| s.mode |
0.597513178352789 |
0.12052965858914 |
0.331020780568868 |
0.382838670827274 |
0.586283332859508 |
0 |
| s.lazy |
0.336732740221052 |
0.0117465169028376 |
0.460990837156221 |
0.303885333367859 |
0.470744530399057 |
0 |
| s.have |
1.35049932446239 |
0.290937880492895 |
0.474016283412311 |
0.463297349925923 |
0.603024254436827 |
0 |
| s.grah |
0.591704473819846 |
0.0875355526240202 |
0.360425339944346 |
0.334774125748022 |
0.568326527601048 |
0 |
| s.couc |
0.671774405907905 |
0.18676720837354 |
0.452429085654185 |
0.537351568888884 |
0.761917681243129 |
0.582652241238047 |
| s.712 |
0.304061168565935 |
-0.0479831599299473 |
0.421148935260589 |
0.291396011587926 |
0.428679838695489 |
0 |
| s.6040 |
0.650596336832857 |
0.298259992589756 |
0.455940485942144 |
0.554118490931357 |
0.783711655452557 |
0.603019110905145 |
| s.5050 |
0.635680136000956 |
0.218937671600958 |
0.353759822955315 |
0.509085347653439 |
0.760229692363363 |
0.601372532353223 |
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| s.grah |
0.89 |
0.12 |
0.52 |
0.47 |
0.84 |
|
| Peer Group* average |
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
1.05 |
0.42 |
0.66 |
0.81 |
1.20 |
0.88 |
| Global Equities (ACWI) |
1.51 |
0.67 |
1.01 |
0.76 |
0.95 |
|
| U.S. Equities (SPY) |
1.25 |
0.82 |
1.19 |
1.06 |
1.37 |
0.90 |
| U.S. Bonds (BND) |
1.05 |
0.42 |
0.66 |
0.81 |
1.20 |
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 |
3.40706597693885 |
0.698150640034841 |
0.996568377846117 |
0.960535151629142 |
1.12851608222197 |
0.942538677045851 |
| s.tals |
0.32930255280344 |
-0.100732541511261 |
0.377285045410227 |
0.375983365357266 |
0.708388653645925 |
0.534479859773236 |
| s.talb |
0.901853325632233 |
0.0803445938513125 |
0.450754560616549 |
0.565852688731595 |
0.943087374938792 |
0.670021651923554 |
| s.talc |
0.846548959948506 |
0.00498833868204532 |
0.410196734551179 |
0.562926850058126 |
0.948658086101624 |
0.694032948038063 |
| s.wors |
2.05984559057743 |
-0.966919741314396 |
-0.514821942151699 |
-0.298493843974572 |
-0.451621614185401 |
0 |
| s.talm |
2.21740588936614 |
0.450853113445576 |
0.904792910810378 |
0.854820268966338 |
1.0326591097623 |
0 |
| s.swan |
1.03083188423927 |
0.0831868321648756 |
1.26707254857193 |
0.481108349129862 |
0.323389906700326 |
0 |
| s.plus |
4.69391287527766 |
0.719524561368352 |
0.468442344180048 |
0.988423555900311 |
1.21991889382632 |
1.21930877569023 |
| s.noeq |
1.88391134368035 |
0.05042176234012 |
0.0935356849468496 |
0.462667328130789 |
0.701721107011109 |
0.790143916184228 |
| s.ivyp |
0.692974960287883 |
-0.105524459394277 |
0.709603808966588 |
0.495697256468917 |
0.730510015759744 |
0 |
| s.dali |
0.961749475122454 |
-0.159179966519233 |
0.144272714263343 |
0.433909580424707 |
0.781762952421142 |
0 |
| s.brow |
2.86722724936028 |
0.368853156297419 |
0.274939976673638 |
0.760568524831412 |
1.04851583669476 |
1.10001449376759 |
| s.yale |
0.909992289556541 |
0.0495933037462627 |
0.3880850064853 |
0.515726214584811 |
0.899046232683192 |
0.654792598801863 |
| s.seco |
1.3754248277786 |
0.602419734242792 |
0.938413619116314 |
0.774913598741829 |
1.05567454911675 |
0.727770074756574 |
| s.nobr |
0.911555900480928 |
0.400418106295298 |
0.734323605629355 |
0.622263341368808 |
0.950432541137723 |
0.680332673550263 |
| s.aron |
0.873474862843221 |
0.172890855609138 |
0.478073798108546 |
0.527055017665457 |
0.873612840949837 |
0.66566776240505 |
| s.lowv |
2.38519132202949 |
0.248662227914323 |
0.442110092354136 |
0.537511718122424 |
0 |
0 |
| s.bens |
1.33542279849432 |
0.470950841554006 |
0.913353247227711 |
0.680249433691502 |
0.931132282986155 |
0.676559032504291 |
| s.aggr |
0.863640400624544 |
0.346089329497923 |
0.714110390238095 |
0.570905124823297 |
0 |
0 |
| s.8020 |
1.09481277588761 |
0.618105570165163 |
0.92502415473185 |
0.914535686342899 |
1.26037278949687 |
0.874354833277446 |
| s.7030 |
1.07662330533704 |
0.52768568773944 |
0.8039033795335 |
0.869713527387728 |
1.23805812662285 |
0.876745160968799 |
| s.smar |
0.762387730857429 |
0.163859803133073 |
0.652049840845059 |
0.556670129066734 |
0.893456205767245 |
0.665620270086057 |
| s.marg |
1.31608472422362 |
0.240855562492716 |
0.635908622678331 |
0.591063314563681 |
0.885375239992614 |
0.637353598447398 |
| s.coff |
0.443376377145165 |
-0.0118558789261319 |
0.410217459008937 |
0.471203027626113 |
0.854038325328226 |
0.646918292701811 |
| s.buyh |
0.733191897127962 |
-0.00357330083472967 |
0.446454700128366 |
0.411854701117072 |
0.748321846487216 |
0.593937479703022 |
| s.swen |
0.834311172077426 |
0.0816902892715356 |
0.408727084449194 |
0.536508674457415 |
0.927958773412106 |
0 |
| s.mode |
0.908760318484201 |
0.166724858012895 |
0.476750750490857 |
0.543811069299385 |
0.874416851485644 |
0 |
| s.lazy |
0.464147491238177 |
0.0156275925978686 |
0.676611897821316 |
0.425927305333178 |
0.687908438140075 |
0 |
| s.have |
2.25030788752634 |
0.401831341298863 |
0.693575543923002 |
0.666563467764386 |
0.902691235236711 |
0 |
| s.grah |
0.885066560100702 |
0.119081400159607 |
0.524225767962575 |
0.467887312961779 |
0.836602553206079 |
0 |
| s.couc |
1.06747688989114 |
0.25272469913808 |
0.644113835524414 |
0.774396534633619 |
1.1537507719952 |
0.829670986444516 |
| s.712 |
0.441043962912263 |
-0.0634720881768895 |
0.614314910715025 |
0.404110879558958 |
0.620184371452945 |
0 |
| s.6040 |
1.04535022408989 |
0.424092714443985 |
0.664078745468953 |
0.812034624491689 |
1.20470104523906 |
0.876407615860874 |
| s.5050 |
0.994159179477932 |
0.30508034323664 |
0.5018196373284 |
0.736530387924804 |
1.15400429894889 |
0.870420516806195 |
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| s.grah |
25.0 |
8.9 |
11.8 |
8.7 |
11.2 |
|
| Peer Group* average |
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
14.3 |
11.7 |
11.9 |
11.5 |
13.5 |
11.3 |
| Global Equities (ACWI) |
16.6 |
12.8 |
14.0 |
9.6 |
10.0 |
|
| U.S. Equities (SPY) |
12.8 |
13.9 |
15.5 |
12.4 |
13.6 |
10.0 |
| U.S. Bonds (BND) |
14.3 |
11.7 |
11.9 |
11.5 |
13.5 |
11.3 |
| 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 |
54.799665199663 |
16.4035795647375 |
16.8518499566952 |
14.1130433774031 |
14.3872702229242 |
13.1618241769486 |
| s.tals |
8.94742467310201 |
3.94369415457014 |
8.33962214658903 |
6.65540043187642 |
9.13108750743941 |
7.61992447799487 |
| s.talb |
15.8265389634353 |
6.42409197568888 |
9.04427625389758 |
9.0058404590627 |
11.8150847917514 |
9.36559654607374 |
| s.talc |
16.6077271934814 |
6.0159273645364 |
9.14643953524562 |
9.42848187613494 |
12.2275720131449 |
9.99237417532821 |
| s.wors |
-47.1397602742856 |
-6.81367484335396 |
3.08417961186939 |
58.5275925592053 |
65.3485633925751 |
0 |
| s.talm |
76.5985557093053 |
14.2187329507415 |
17.2913747955952 |
14.0507165486405 |
14.5755711588427 |
0 |
| s.swan |
-544.054471432521 |
12.865505230496 |
31.6268984227436 |
10.6755102104725 |
6.03827212382252 |
0 |
| s.plus |
63.0034019861856 |
18.8721582277669 |
11.6056046787515 |
19.7968575254523 |
23.7103446364535 |
25.709119477146 |
| s.noeq |
130.766649609241 |
8.24533068501738 |
6.15387994534801 |
13.496082732323 |
19.5212352180638 |
20.0380925326114 |
| s.ivyp |
17.9896724938292 |
4.75136064888202 |
13.4038112870278 |
8.57516301625419 |
9.50873669463409 |
0 |
| s.dali |
28.7490801387057 |
6.86864016926554 |
8.38395373610198 |
10.8878409477019 |
13.9661489631522 |
0 |
| s.brow |
78.4330031441456 |
17.31449474176 |
11.4055970052361 |
18.6842436610543 |
22.8540601532298 |
26.0125089087189 |
| s.yale |
17.1446734058103 |
5.71754647433248 |
8.12743748471183 |
8.32946856987028 |
11.2538689626697 |
9.06573517836236 |
| s.seco |
15.8840982923976 |
12.4073371416496 |
13.6214497455959 |
10.000696052948 |
11.1712425570318 |
8.66626369281546 |
| s.nobr |
14.4086627578246 |
10.2258525407846 |
11.7325158899498 |
8.76192665482689 |
10.502546076316 |
8.47323591771188 |
| s.aron |
14.4800189017265 |
7.67914080913197 |
9.39926145289805 |
8.14363979374426 |
10.3618612053993 |
8.84662359911843 |
| s.lowv |
146.667281411541 |
19.9978143456973 |
16.4491775731817 |
12.9457749535454 |
0 |
0 |
| s.bens |
19.042662783429 |
12.2722761623585 |
14.6041315775116 |
9.66082652743838 |
10.4736076143062 |
8.55312729955821 |
| s.aggr |
15.198775159728 |
9.87815980512086 |
12.0614368995834 |
8.26582326783194 |
0 |
0 |
| s.8020 |
12.7749874743998 |
12.5350262454048 |
13.4988400903631 |
11.5146238264053 |
13.1274641302796 |
10.3554856941136 |
| s.7030 |
13.4448872912832 |
12.1587114297141 |
12.755544287682 |
11.5014471582374 |
13.2977136269663 |
10.7674197010566 |
| s.smar |
15.1033546712131 |
9.50438327406609 |
12.8323316132498 |
9.1704184524744 |
10.8783793673637 |
9.14915674195149 |
| s.marg |
20.2324969179095 |
9.41748103359923 |
11.8639783855789 |
9.16892104239937 |
10.5846891719911 |
8.68656653512902 |
| s.coff |
11.6170358319332 |
5.88974376370732 |
9.21796382075192 |
8.07263544403159 |
10.6390880429643 |
9.03687611121331 |
| s.buyh |
18.9398554000621 |
7.10413776993276 |
10.5596501801025 |
7.80753826804893 |
9.74504439540075 |
8.642473688644 |
| s.swen |
16.7364149732157 |
6.23715886786703 |
8.43045842204779 |
8.62384736923923 |
11.6031709860679 |
0 |
| s.mode |
16.5685800109848 |
8.65628721261641 |
10.1369021814669 |
8.87622730286538 |
10.7306059877206 |
0 |
| s.lazy |
15.2878514687829 |
5.71423914670321 |
12.6018353546357 |
7.09551586137014 |
8.64446030423069 |
0 |
| s.have |
314.22025324308 |
18.0471810949533 |
18.1123423309269 |
14.5865677373234 |
15.5010685993003 |
0 |
| s.grah |
25.0036532455374 |
8.89375238615912 |
11.7586131993011 |
8.69536562781957 |
11.1557392056325 |
0 |
| s.couc |
16.2265444189031 |
10.294303236797 |
12.487272798385 |
11.7576460461198 |
13.7843069104503 |
11.5823344985691 |
| s.712 |
14.1590811763326 |
5.59531921261178 |
12.4548855351539 |
7.29152151934541 |
8.09843979016299 |
0 |
| s.6040 |
14.2884670948822 |
11.6983973195217 |
11.8518556517473 |
11.4638166736782 |
13.4983146820663 |
11.2682536366118 |
| s.5050 |
15.3925468163082 |
11.1267539774492 |
10.7288901432073 |
11.3915751586141 |
13.7456396346772 |
11.9052469952454 |
Compare: Risk & Volatility
for period ending May 31, 2025
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| s.grah |
3.7% |
10.9% |
18.2% |
18.2% |
18.2% |
|
| Peer Group* average |
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
4.5% |
10.3% |
20.7% |
20.7% |
20.7% |
32.2% |
| Global Equities (ACWI) |
4.0% |
13.3% |
25.7% |
25.7% |
25.7% |
|
| U.S. Equities (SPY) |
7.6% |
12.9% |
23.9% |
23.9% |
23.9% |
50.8% |
| U.S. Bonds (BND) |
3.1% |
7.9% |
17.3% |
17.3% |
17.3% |
17.3% |
| Ranking: Peer Group* |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
| Ranking: All Recipes |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
| s.talg |
4.3% |
12.2% |
21.2% |
21.2% |
21.2% |
38.5% |
| s.tals |
8.4% |
10.6% |
19.9% |
19.9% |
19.9% |
41.7% |
| s.talb |
5.1% |
12.6% |
22.9% |
22.9% |
22.9% |
41.1% |
| s.talc |
4.8% |
12% |
19.9% |
19.9% |
19.9% |
37.9% |
| s.wors |
2.7% |
11.7% |
15.5% |
15.5% |
29.7% |
0% |
| s.talm |
5.8% |
11.6% |
16.7% |
16.7% |
16.7% |
0% |
| s.swan |
3.2% |
7.2% |
14.1% |
23.8% |
40.6% |
0% |
| s.plus |
2.3% |
11.3% |
24% |
24% |
24% |
24% |
| s.noeq |
5.8% |
13.4% |
24.1% |
24.1% |
24.1% |
24.1% |
| s.ivyp |
3.1% |
12.3% |
17% |
18.1% |
18.1% |
0% |
| s.dali |
2.2% |
9.5% |
17.9% |
17.9% |
17.9% |
0% |
| s.brow |
2.6% |
8.2% |
17.5% |
17.5% |
17.5% |
17.5% |
| s.yale |
4.2% |
13.7% |
25.6% |
25.6% |
25.6% |
42.2% |
| s.seco |
4.4% |
12.4% |
24.5% |
24.5% |
24.5% |
49.2% |
| s.nobr |
3.5% |
12.1% |
23.4% |
23.4% |
23.4% |
43.3% |
| s.aron |
4.1% |
12.1% |
24.3% |
24.3% |
24.3% |
41.1% |
| s.lowv |
3.1% |
7.4% |
13.2% |
13.2% |
0% |
0% |
| s.bens |
2.6% |
11% |
19.8% |
19.8% |
19.8% |
45% |
| s.aggr |
3.3% |
11.3% |
23.5% |
23.5% |
0% |
0% |
| s.8020 |
6.5% |
11.5% |
22.7% |
22.7% |
22.7% |
42.1% |
| s.7030 |
5.5% |
10.9% |
21.7% |
21.7% |
21.7% |
37.3% |
| s.smar |
3.5% |
9.2% |
17.1% |
17.1% |
17.1% |
37.6% |
| s.marg |
2.4% |
12.4% |
23% |
23% |
23% |
40.5% |
| s.coff |
5.1% |
10.9% |
19.8% |
19.8% |
19.8% |
36% |
| s.buyh |
3.2% |
10.3% |
18.7% |
18.7% |
18.7% |
35.7% |
| s.swen |
4.3% |
13.4% |
25.1% |
25.1% |
25.1% |
0% |
| s.mode |
3.1% |
10.9% |
21.6% |
21.6% |
21.6% |
0% |
| s.lazy |
4.7% |
12.1% |
17% |
21.4% |
21.4% |
0% |
| s.have |
4.8% |
10.2% |
15.1% |
15.1% |
15.1% |
0% |
| s.grah |
3.7% |
10.9% |
18.2% |
18.2% |
18.2% |
0% |
| s.couc |
3% |
10.9% |
19.4% |
19.4% |
19.4% |
28.7% |
| s.712 |
3.8% |
10.6% |
16% |
19.1% |
19.1% |
0% |
| s.6040 |
4.5% |
10.3% |
20.7% |
20.7% |
20.7% |
32.2% |
| s.5050 |
3.5% |
9.8% |
19.6% |
19.6% |
19.6% |
26.7% |
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| s.grah |
7.8% |
12.5% |
11.5% |
10.3% |
9.6% |
|
| Peer Group* average |
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
8.8% |
13.3% |
12.6% |
11.4% |
10.5% |
10.7% |
| Global Equities (ACWI) |
10.5% |
17.8% |
17.4% |
16.2% |
16.1% |
|
| U.S. Equities (SPY) |
13.0% |
18.9% |
18.7% |
17.5% |
16.5% |
16.7% |
| U.S. Bonds (BND) |
5.1% |
7.3% |
6.2% |
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 |
9.6% |
15.4% |
14.9% |
13.4% |
13.2% |
15% |
| s.tals |
11.7% |
14.9% |
14% |
12.8% |
12.2% |
14% |
| s.talb |
10.1% |
14.9% |
13.9% |
12.5% |
11.7% |
13.3% |
| s.talc |
10.4% |
13.8% |
12.9% |
11.5% |
10.8% |
12.2% |
| s.wors |
5.8% |
6% |
5.6% |
5.7% |
5.5% |
0% |
| s.talm |
11.9% |
15.1% |
14.4% |
13.1% |
12.8% |
0% |
| s.swan |
8.9% |
12.6% |
13.7% |
14.1% |
14% |
0% |
| s.plus |
6.4% |
13.5% |
13% |
11.3% |
10.6% |
10.7% |
| s.noeq |
11.2% |
14.8% |
13.3% |
11.9% |
11.6% |
12.7% |
| s.ivyp |
7.1% |
12.9% |
12.8% |
11.7% |
11.5% |
0% |
| s.dali |
5.1% |
9.6% |
8.9% |
7.7% |
7.1% |
0% |
| s.brow |
5.8% |
10.1% |
9.3% |
8% |
7.6% |
7.8% |
| s.yale |
9% |
15.4% |
14.4% |
12.6% |
11.8% |
13.1% |
| s.seco |
9.8% |
16.6% |
16.2% |
15.2% |
14.6% |
15.4% |
| s.nobr |
9.4% |
15.8% |
15.1% |
13.8% |
13.3% |
14% |
| s.aron |
8.8% |
14.9% |
13.9% |
12.7% |
12% |
13% |
| s.lowv |
5.6% |
7.8% |
7.2% |
7.2% |
0% |
0% |
| s.bens |
7.7% |
14% |
13.5% |
12.9% |
12.7% |
13.7% |
| s.aggr |
8.7% |
15.8% |
15% |
14.4% |
0% |
0% |
| s.8020 |
11.2% |
16.1% |
15.7% |
14.5% |
13.6% |
13.9% |
| s.7030 |
10% |
14.7% |
14.1% |
12.9% |
12% |
12.3% |
| s.smar |
7.5% |
11.8% |
11.1% |
10.6% |
10.2% |
11.1% |
| s.marg |
7% |
13.7% |
12.9% |
11.8% |
11.4% |
12.2% |
| s.coff |
8.9% |
13.4% |
12.4% |
11.2% |
10.5% |
11.4% |
| s.buyh |
7.1% |
12% |
11.2% |
10.2% |
9.9% |
10.9% |
| s.swen |
9.5% |
15.4% |
14.3% |
12.6% |
11.7% |
0% |
| s.mode |
7.9% |
13.2% |
12.3% |
11.3% |
10.7% |
0% |
| s.lazy |
8.5% |
14.5% |
14% |
13.3% |
12.7% |
0% |
| s.have |
10% |
13% |
11.9% |
10.6% |
10.4% |
0% |
| s.grah |
7.8% |
12.5% |
11.5% |
10.3% |
9.6% |
0% |
| s.couc |
7.3% |
12.1% |
11.4% |
10.2% |
9.4% |
9.8% |
| s.712 |
7.3% |
12.7% |
12.1% |
11.7% |
11.4% |
0% |
| s.6040 |
8.8% |
13.3% |
12.6% |
11.4% |
10.5% |
10.7% |
| s.5050 |
7.7% |
12% |
11.2% |
9.9% |
9% |
9.2% |
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| s.grah |
4.8% |
8.1% |
7.0% |
6.9% |
6.2% |
|
| Peer Group* average |
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
5.0% |
8.2% |
7.9% |
7.3% |
6.4% |
7.1% |
| Global Equities (ACWI) |
5.6% |
10.8% |
10.3% |
10.5% |
10.2% |
|
| U.S. Equities (SPY) |
7.1% |
11.4% |
11.0% |
11.0% |
10.0% |
11.0% |
| U.S. Bonds (BND) |
3.2% |
4.7% |
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 |
5.1% |
9.6% |
9% |
8.3% |
8% |
9.8% |
| s.tals |
7.1% |
9.4% |
8.6% |
8.6% |
7.9% |
9.6% |
| s.talb |
6.3% |
9.7% |
8.9% |
8.3% |
7.4% |
9.1% |
| s.talc |
6.4% |
9.1% |
8.1% |
7.6% |
6.8% |
8.2% |
| s.wors |
2.5% |
4.5% |
4% |
3.7% |
3.6% |
0% |
| s.talm |
6.9% |
9.6% |
8.6% |
8.2% |
7.8% |
0% |
| s.swan |
4% |
7.8% |
7.4% |
9% |
9.4% |
0% |
| s.plus |
2.8% |
7.9% |
8.3% |
6.7% |
6.1% |
6.3% |
| s.noeq |
6.5% |
9.5% |
8.7% |
7.4% |
7.1% |
8.1% |
| s.ivyp |
4.4% |
8.9% |
7.9% |
7.9% |
7.6% |
0% |
| s.dali |
2.9% |
6.6% |
5.9% |
5% |
4.5% |
0% |
| s.brow |
3.1% |
6% |
5.8% |
4.7% |
4.3% |
4.6% |
| s.yale |
5.8% |
10.3% |
9.4% |
8.4% |
7.5% |
9% |
| s.seco |
5.3% |
10.2% |
9.6% |
9.9% |
9.2% |
10.5% |
| s.nobr |
5.4% |
9.7% |
9% |
9.1% |
8.4% |
9.4% |
| s.aron |
5.2% |
9.7% |
8.8% |
8.4% |
7.6% |
8.8% |
| s.lowv |
2.9% |
4.9% |
4.4% |
4.7% |
0% |
0% |
| s.bens |
4.2% |
8.7% |
8% |
8.4% |
8% |
9.3% |
| s.aggr |
4.8% |
9.7% |
8.9% |
9.3% |
0% |
0% |
| s.8020 |
6.3% |
9.8% |
9.5% |
9.3% |
8.4% |
9.2% |
| s.7030 |
5.6% |
9% |
8.7% |
8.2% |
7.4% |
8.1% |
| s.smar |
4.3% |
7.4% |
6.6% |
7.1% |
6.5% |
7.5% |
| s.marg |
3.8% |
9.1% |
8.2% |
7.8% |
7.2% |
8.4% |
| s.coff |
5.6% |
8.7% |
7.8% |
7.5% |
6.7% |
7.7% |
| s.buyh |
4.3% |
7.9% |
6.9% |
6.8% |
6.3% |
7.4% |
| s.swen |
6.2% |
10.2% |
9.3% |
8.4% |
7.4% |
0% |
| s.mode |
4.7% |
8.4% |
7.7% |
7.4% |
6.8% |
0% |
| s.lazy |
5.8% |
9.9% |
8.7% |
9% |
8.4% |
0% |
| s.have |
5.5% |
8.4% |
7.3% |
6.9% |
6.6% |
0% |
| s.grah |
4.8% |
8.1% |
7% |
6.9% |
6.2% |
0% |
| s.couc |
4.1% |
7.9% |
7.2% |
6.6% |
5.8% |
6.6% |
| s.712 |
4.6% |
8.5% |
7.5% |
8% |
7.6% |
0% |
| s.6040 |
5% |
8.2% |
7.9% |
7.3% |
6.4% |
7.1% |
| s.5050 |
4.4% |
7.5% |
7.1% |
6.4% |
5.5% |
6.1% |
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| s.grah |
0.34 |
0.63 |
0.59 |
0.57 |
0.56 |
|
| Peer Group* average |
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
0.67 |
0.73 |
0.70 |
0.67 |
0.65 |
0.65 |
| Global Equities (ACWI) |
0.78 |
0.93 |
0.92 |
0.93 |
0.97 |
|
| U.S. Equities (SPY) |
1.00 |
1.00 |
1.00 |
1.00 |
1.00 |
1.00 |
| U.S. Bonds (BND) |
0.67 |
0.73 |
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 |
0.392253708451376 |
0.717926644339342 |
0.712120209542874 |
0.671685537174186 |
0.67008455782457 |
0.733670504187036 |
| s.tals |
0.680037981247552 |
0.763975974589215 |
0.717615631545212 |
0.697523627561294 |
0.696349892200131 |
0.755058528432486 |
| s.talb |
0.622843555793524 |
0.78840536106702 |
0.753651369596575 |
0.69348110285973 |
0.669310471462631 |
0.730841741207856 |
| s.talc |
0.575299128712713 |
0.720349959606281 |
0.681479362449161 |
0.629810875848663 |
0.609162612146426 |
0.662556249141626 |
| s.wors |
-0.224478580458096 |
0.154520897205406 |
0.111194076889183 |
0.008216186546629 |
-0.0123412464831244 |
0 |
| s.talm |
0.247221753821135 |
0.642720871463703 |
0.631760271017512 |
0.607668591632683 |
0.602779818765659 |
0 |
| s.swan |
-0.0160721417517157 |
0.403910015053774 |
0.400697190350286 |
0.517169533055649 |
0.559403555749118 |
0 |
| s.plus |
0.295770957422862 |
0.588431899272085 |
0.579426849280719 |
0.428899050590648 |
0.359950766363995 |
0.346555290879671 |
| s.noeq |
0.124885721153792 |
0.571936362765298 |
0.534226010258935 |
0.372924494913606 |
0.299886633187335 |
0.360973003619847 |
| s.ivyp |
0.413729588073622 |
0.685692982668749 |
0.660575535948931 |
0.646574299806759 |
0.667193068744838 |
0 |
| s.dali |
0.25999488035933 |
0.494905390685577 |
0.460997085141736 |
0.386762709801055 |
0.353419919501281 |
0 |
| s.brow |
0.176837987716756 |
0.435342349841105 |
0.413377710616068 |
0.308875920915 |
0.261478061409058 |
0.253987009902306 |
| s.yale |
0.559296906580079 |
0.815683360467351 |
0.776608635399015 |
0.705929723663502 |
0.679732260266191 |
0.736284915004555 |
| s.seco |
0.738528403180588 |
0.882107044323712 |
0.870494303115272 |
0.880832327069376 |
0.898415440352409 |
0.920709951087838 |
| s.nobr |
0.640173396276727 |
0.835608471109501 |
0.808056542514135 |
0.798463619800348 |
0.814986062950204 |
0.830570365489315 |
| s.aron |
0.613841181771253 |
0.795387619651984 |
0.747800991801767 |
0.731518468419123 |
0.723379402475434 |
0.752717741888903 |
| s.lowv |
0.0820626495567128 |
0.326533909337168 |
0.330761759537985 |
0.355158768252697 |
0 |
0 |
| s.bens |
0.537650255198213 |
0.74214626264534 |
0.723216129423472 |
0.749409711437217 |
0.777178708482704 |
0.812390157986578 |
| s.aggr |
0.561760336951122 |
0.804336449400311 |
0.767951583541976 |
0.79725497650015 |
0 |
0 |
| s.8020 |
0.866351812724452 |
0.874064683659687 |
0.860407555366304 |
0.848802710923611 |
0.842969992857244 |
0.84009429159803 |
| s.7030 |
0.770414982887944 |
0.801292218260556 |
0.782699321505272 |
0.759920122349799 |
0.748723819519258 |
0.744299933887321 |
| s.smar |
0.50567378194712 |
0.633118339577553 |
0.598894763442034 |
0.618796320275878 |
0.627593586512033 |
0.659279058244382 |
| s.marg |
0.48106924876149 |
0.732096614567855 |
0.700488553630396 |
0.685222904396879 |
0.69138294343632 |
0.717178287805262 |
| s.coff |
0.565257300640744 |
0.715480842879017 |
0.666399771047608 |
0.642816534897565 |
0.635409018464974 |
0.664633764690193 |
| s.buyh |
0.398563680560666 |
0.62838286836962 |
0.590981515634868 |
0.581997461557121 |
0.593509220667739 |
0.629186041401809 |
| s.swen |
0.561450930843597 |
0.80840125199947 |
0.770382767437469 |
0.700114866404189 |
0.673558628921595 |
0 |
| s.mode |
0.524758421891481 |
0.699686477386611 |
0.662727126734102 |
0.646960583403793 |
0.646204980225443 |
0 |
| s.lazy |
0.443941080238641 |
0.76367016617756 |
0.707664202609596 |
0.733644642156468 |
0.740524490823865 |
0 |
| s.have |
0.05448830124205 |
0.464653123294533 |
0.461359284697881 |
0.43935702939371 |
0.447616885928698 |
0 |
| s.grah |
0.344611612430565 |
0.631219244223461 |
0.586667664109543 |
0.573187847988046 |
0.561574171176848 |
0 |
| s.couc |
0.550689382629613 |
0.671735333387026 |
0.639243449855262 |
0.599115948074416 |
0.57711510058464 |
0.576198053262487 |
| s.712 |
0.440007454476702 |
0.673507398173803 |
0.628143340366661 |
0.655372359258183 |
0.677440178840311 |
0 |
| s.6040 |
0.674478153051435 |
0.728519752861424 |
0.704991087644239 |
0.671037533775987 |
0.654477646181272 |
0.648505576176612 |
| s.5050 |
0.578541323214927 |
0.655747287462292 |
0.627282853783207 |
0.582154945202175 |
0.560231472843286 |
0.552711218465903 |
Compare: Correlation
for period ending May 31, 2025
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| to Global Stocks (ACWI) |
0.71 |
0.94 |
0.94 |
0.95 |
0.94 |
|
| to S&P500 (SPY) |
0.55 |
0.88 |
0.88 |
0.90 |
0.90 |
|
| to U.S. Bonds (BND) |
0.81 |
0.84 |
0.77 |
0.59 |
0.51 |
|
| to Commodities (DBC) |
-0.18 |
0.39 |
0.34 |
0.44 |
0.49 |
|
| to Gold (GLD) |
0.08 |
0.34 |
0.26 |
0.21 |
0.22 |
|
