Lazy Portfolio: Margaritaville
for period ending October 31, 2024
Quick Links
Overview
s.marg is the Recipe ID for this portfolio recipe
This Recipe ID appears in the scatterplots and comparisons below.
Portfolio Recipe Provider VizMetrics (www.vizmetrics.com)
Description Lazy Portfolio: Margaritaville gives investors access to an easy-to-implement, fixed allocation portfolio that uses a balanced approach that combines equities and fixed income securities. This portfolio recipe uses mutual funds and implements a Strategic Asset Allocation based on a balanced approach which uses a 67% equity allocation..
Category Strategic: DIY. This recipe builds a strategic, do-it-yourself portfolio. This recipe uses a fixed, static allocation.
Ingredients Used This portfolio recipe invests in mutual funds.
Peer Group Strategic: DIY
- Strategic: This is a Strategic (i.e., static, passive) portfolio which means that the ingredients and allocation to each ingredient do not change every month. A portfolio using this recipe can be updated monthly to realign the portfolio with the recipe allocations. .
- DIY: This is a do-it-yourself (DIY) portfolio, which you can buy and update easily at your favorite brokerage. See How to Invest, below.
You can see how this recipe has performed compared to its peers by clicking on any "Rank: Group" link in the Compare sections, below.
Methodology This portfolio recipe uses a strategic (also called static, passive, or fixed) allocation for each of the three ETFs in this portfolio recipe. The three ETFs each represent an asset class. The steps to create this portfolio recipe are as follows:
- VizMetrics identifies the three asset classes corresponding to the Lazy Portfolio: Margaritaville methodology.
- VizMetrics chooses a mutual fund to represent each of the three asset classes.
- VizMetrics assigns a weighting (percent allocation) to each of the three mutual funds.
Cost Access to this portfolio recipe is included at no extra charge as part of your VizMetrics Investor subscription. You can invest in this portfolio recipe using the Recipe Ingredients listed below at your favorite brokerage. See How to Invest, below.
How to Invest
Note: Access to the monthly portfolio allocations is only available to paid subscribers. Subscribe to view the complete version of the portfolio allocation percentages.
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Compare: Total Return
for period ending October 31, 2024
5-year graph
●
s.marg
●
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.marg |
11.7% |
-1.5% |
24.6% |
2.3% |
7.5% |
6.5% |
7.5% |
6.7% |
| Peer Group* average |
|
|
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
12.4% |
-1.4% |
26.3% |
3.7% |
8.7% |
8.2% |
9.4% |
7.8% |
| Global Equities (ACWI) |
16.0% |
-2.1% |
32.4% |
5.5% |
11.1% |
9.1% |
9.6% |
|
| U.S. Equities (SPY) |
20.8% |
-0.9% |
37.8% |
9.0% |
15.2% |
12.9% |
14.1% |
10.5% |
| U.S. Bonds (BND) |
2.0% |
-2.5% |
10.4% |
-2.3% |
-0.3% |
1.5% |
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 |
20.6841423461768% |
0.0639318431052778% |
37.3032585155892% |
7.51469270942877% |
10.7093632184262% |
9.47369486143321% |
10.6951590651236% |
9.90341781323505% |
| s.tals |
7.75376848396747% |
-1.79907750310625% |
24.5237305062092% |
0.544722830122102% |
5.10801899016502% |
5.51978799937209% |
7.86366442522226% |
6.50388963050716% |
| s.talb |
10.4283156396744% |
-2.1885888251138% |
27.3217389529196% |
1.6504840052977% |
6.24904281677201% |
6.86049311400905% |
9.08027770584452% |
7.50075820561382% |
| s.talc |
8.09382856615826% |
-2.24405212097343% |
23.2012990848985% |
1.99153972244652% |
5.40474152860555% |
6.54156546290623% |
8.56532143031181% |
0% |
| s.wors |
7.81487302338821% |
1.13456415967352% |
9.22745393243831% |
-1.07133592164662% |
1.70770199857309% |
-0.00325124707436508% |
-0.708868962752596% |
0% |
| s.talm |
18.1728815266224% |
-0.591109133973246% |
33.3909874748597% |
7.68312698743421% |
9.09921395572546% |
8.54084131187616% |
9.98908388941122% |
0% |
| s.swan |
9.86134699778625% |
0.566510601152163% |
10.9945304345622% |
8.47910827459064% |
10.0441718260971% |
4.85045007838047% |
3.50637938781186% |
0% |
| s.plus |
16.9814882719696% |
-0.512571534931832% |
32.1642172320978% |
3.86429966259472% |
8.58663835064062% |
8.55030548383606% |
8.969999520375% |
9.06410601864593% |
| s.noeq |
12.2718677390015% |
-1.50524457365559% |
29.3004498427675% |
0.69049371340355% |
3.83626921613209% |
5.26152549418577% |
6.98041552200543% |
7.6681266129222% |
| s.ivyp |
8.34523294902345% |
-2.12001359687112% |
19.9156846748807% |
2.13956484312123% |
7.0042778422577% |
5.51881663137359% |
6.89641505128571% |
0% |
| s.dali |
7.08769948308774% |
-1.44258998379912% |
16.8606573607403% |
0.21736265751231% |
4.19034201425024% |
4.3333507224451% |
5.4343417652972% |
0% |
| s.brow |
12.4052196335757% |
-0.633540622171118% |
23.7001267611895% |
2.93328397242223% |
5.80633850825369% |
5.89665403090287% |
6.45561107399599% |
6.84361315055226% |
| s.yale |
9.98692685951366% |
-1.93395226445068% |
27.2202971306925% |
0.30762799810593% |
5.92008260930359% |
6.42740346497801% |
8.38524893341752% |
7.33211601297574% |
| s.seco |
16.3549080194703% |
-0.818734800559938% |
32.9797218084323% |
5.24275826612228% |
10.8132632530997% |
9.2171452335269% |
10.302118769624% |
8.48075425298307% |
| s.nobr |
11.0964075865845% |
-1.45022019013098% |
27.5132375578798% |
3.12265049145635% |
8.25139646600221% |
7.40203220609201% |
8.85358572815014% |
7.49948655405079% |
| s.aron |
9.87720951543185% |
-1.68662853507874% |
25.5352137474289% |
0.644665422089319% |
6.56745215686338% |
6.42661890721363% |
8.00529088372135% |
7.23118253742447% |
| s.lowv |
10.3326215723728% |
-1.86682321554947% |
16.2963375365763% |
3.63706034758309% |
3.82173789364073% |
4.65097624514721% |
0% |
0% |
| s.bens |
12.211280785431% |
-1.97558235325004% |
24.9064443678159% |
4.89642505868095% |
8.95611589341578% |
7.38649509270026% |
8.32221649875509% |
7.43175572542698% |
| s.aggr |
10.9052763075941% |
-2.35002821836988% |
25.9350872241247% |
2.55767645083604% |
8.39457979567753% |
6.73749195551203% |
0% |
0% |
| s.8020 |
15.9821154598022% |
-1.09315207396923% |
31.9859114473769% |
5.59760249470949% |
11.6266713930745% |
10.3055573371773% |
11.70715315405% |
9.19766851913115% |
| s.7030 |
14.165905687546% |
-1.26361566569321% |
29.1207581709851% |
4.64283425562946% |
10.1636527775568% |
9.243256042613% |
10.574153256657% |
8.49309495391184% |
| s.smar |
9.61413679298149% |
-1.07982472242108% |
21.8259828394112% |
3.11388946440994% |
6.65247023454654% |
6.15085507211748% |
7.47188215106658% |
6.56066082483355% |
| s.marg |
11.6566259529543% |
-1.52120179879332% |
24.6001079470735% |
2.29285212417507% |
7.54727692959247% |
6.54765814111575% |
7.49822163150695% |
6.70884094430964% |
| s.coff |
8.44177574083702% |
-1.51247873212534% |
23.2512887278473% |
1.43722989256161% |
5.5849296693502% |
5.86465179401172% |
7.65077779572134% |
6.64218544352635% |
| s.buyh |
7.22712356184765% |
-2.1322195450309% |
19.2907054290165% |
1.21872307078934% |
5.10862191927837% |
4.88713151377722% |
6.170955580205% |
5.95579907778196% |
| s.swen |
9.3689030351122% |
-2.90066641018345% |
26.2628192910076% |
0.504757668158606% |
6.02455316232191% |
6.54679799881637% |
8.54877030723384% |
0% |
| s.mode |
9.60286548661162% |
-2.19618975061611% |
23.7545656117756% |
1.44873887074739% |
6.29720851709925% |
6.14960584261484% |
7.52729105978485% |
0% |
| s.lazy |
7.73539076412313% |
-2.2598652620164% |
19.7724733015303% |
3.444074414706% |
7.00444567548157% |
5.22381093365518% |
6.82024430352066% |
0% |
| s.have |
15.3363736853763% |
-1.7955863598885% |
24.6832142658524% |
5.70427988903321% |
6.1509181113828% |
5.85123675931409% |
6.80319229574637% |
0% |
| s.grah |
7.46911417838674% |
-2.56889175671998% |
19.5881647010069% |
2.54258348492928% |
5.42686722247321% |
5.12868286125086% |
6.49930101040235% |
0% |
| s.couc |
11.0744408504638% |
-1.2999382103868% |
22.3938597115238% |
2.98054557819107% |
8.39832189498215% |
7.3801712257981% |
8.50762162970933% |
7.14045460656958% |
| s.712 |
7.90653151174936% |
-1.59805597423601% |
19.2414349510111% |
2.175193416791% |
6.40293487218062% |
4.84555793223598% |
6.03626804145463% |
0% |
| s.6040 |
12.3702302112758% |
-1.43407925741719% |
26.3059893301208% |
3.67901540682476% |
8.69205689462111% |
8.16796434332603% |
9.42883616045949% |
7.76779252654587% |
| s.5050 |
10.5949459797207% |
-1.60454284914116% |
23.5409241542848% |
2.70647846979168% |
7.21272270410367% |
7.0802829309162% |
8.27182562417514% |
7.02233850973746% |
| |
|
|
|
|
|
| s.marg |
20.1% |
15.1% |
13.2% |
-16.9% |
14.2% |
| 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 October 31, 2024
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Maximum Drawdown vs. Annual Return
●
s.marg
●
Peer group
●
All other recipes
●
S&P 500 (SPY)
●
U.S. Bonds (BND)
●
Balanced (60% Equity / 40% Bonds)
Downside Deviation vs. Annual Return
●
s.marg
●
Peer group
●
All other recipes
●
S&P 500 (SPY)
●
U.S. Bonds (BND)
●
Balanced (60% Equity / 40% Bonds)
Standard Deviation vs. Annual Return
●
s.marg
●
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.marg |
-7.4% |
-7.5% |
-6.1% |
-4.7% |
-4.5% |
-2.3% |
| Peer Group* average |
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
-7.4% |
-5.8% |
-4.2% |
-1.9% |
-0.6% |
0.4% |
| Global Equities (ACWI) |
-5.3% |
-3.4% |
-3.8% |
-3.5% |
-4.7% |
|
| U.S. Equities (SPY) |
0.0% |
0.0% |
0.0% |
0.0% |
0.0% |
0.0% |
| U.S. Bonds (BND) |
-24.6% |
-20.4% |
-21.6% |
-12.6% |
-9.7% |
-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 |
1.20649507198457% |
-1.06890922414822% |
-2.92070357984327% |
-1.56268176532157% |
-1.71991308637293% |
0.185610103272699% |
| s.tals |
-16.5900523692983% |
-9.23146393102619% |
-9.60783672683479% |
-6.41914947864655% |
-4.59245377598873% |
-3.30328979970007% |
| s.talb |
-12.5511809592227% |
-7.89623410990858% |
-8.14323076238653% |
-4.51052500338298% |
-2.50277246910166% |
-1.79715887279052% |
| s.talc |
-15.6018256569795% |
-7.8235615017542% |
-8.93452861069466% |
-4.42552265196178% |
-2.41421121242394% |
0% |
| s.wors |
-21.3790465387812% |
-22.2287916974255% |
-16.5630535958905% |
-16.3667056823339% |
-18.2730900385186% |
0% |
| s.talm |
-4.90629913250753% |
-0.77686413562725% |
-4.66406698780107% |
-2.58522062458899% |
-2.27384170872334% |
0% |
| s.swan |
-24.7123929910851% |
0.672221892834868% |
-3.85437939468215% |
-7.6604987505169% |
-10.4795123675226% |
0% |
| s.plus |
0.248789302486628% |
-5.44283146530605% |
-4.29425948905487% |
-1.47276139134157% |
-1.64821845376544% |
2.39343909499958% |
| s.noeq |
-11.2843998063765% |
-9.11417522623094% |
-11.0731998686177% |
-6.61866267520292% |
-5.35982153408444% |
-1.18696125569804% |
| s.ivyp |
-14.190080795261% |
-7.81374456317011% |
-6.89570819133065% |
-6.07327600254715% |
-5.49398344579896% |
0% |
| s.dali |
-14.0839773899998% |
-12.4818993419655% |
-10.0058305276184% |
-6.13068383153266% |
-4.10898599284653% |
0% |
| s.brow |
-4.71678818609648% |
-7.5781046013648% |
-6.81409494087363% |
-3.22197245827866% |
-2.60222549811271% |
1.68175186533915% |
| s.yale |
-12.1039454768838% |
-9.2761658751104% |
-8.61095058501038% |
-5.16382804832583% |
-3.51242549572819% |
-1.89950574387179% |
| s.seco |
-2.45173675742344% |
-3.71564866529526% |
-3.62960495621425% |
-2.91770279869867% |
-3.09105970717413% |
-1.63084780036109% |
| s.nobr |
-10.2094339565872% |
-6.1255388664336% |
-6.12789707144426% |
-4.44097707219559% |
-3.95846204453325% |
-2.09747081359422% |
| s.aron |
-11.2195150377157% |
-9.14598154021614% |
-7.76606323239417% |
-5.2204268082633% |
-4.18219254040014% |
-1.95779527830946% |
| s.lowv |
-9.33282968594399% |
-7.07926843802256% |
-10.5361408284019% |
-5.10566918145662% |
0% |
0% |
| s.bens |
-8.13922379957583% |
-4.13271085593083% |
-4.66517252790799% |
-4.07646931670451% |
-4.29380737957912% |
-2.09924744606553% |
| s.aggr |
-11.4022033358173% |
-6.7320566628817% |
-6.00346409937246% |
-5.51415814187639% |
0% |
0% |
| s.8020 |
-3.87532450469709% |
-3.30613487555573% |
-2.24706931351601% |
-1.14822844201925% |
-0.513158566817783% |
0.0697110458381029% |
| s.7030 |
-5.54123445350212% |
-4.43507018727007% |
-3.12855306200451% |
-1.44998751309994% |
-0.53037714754956% |
0.22552181059242% |
| s.smar |
-10.6227931650861% |
-6.86705205225262% |
-6.84521084687865% |
-4.56913759460301% |
-3.53310726238507% |
-1.80964656232321% |
| s.marg |
-7.42664810803034% |
-7.48916540234986% |
-6.14191904654945% |
-4.65289671647153% |
-4.46369513477172% |
-2.27033707179483% |
| s.coff |
-13.7101534962653% |
-8.69743883790533% |
-8.6562224195425% |
-5.27625104395761% |
-3.49287486597945% |
-1.85299633303636% |
| s.buyh |
-15.2731214693017% |
-9.50655468031177% |
-9.07594192889322% |
-6.40074130765909% |
-5.39588845472913% |
-2.62170696216386% |
| s.swen |
-13.6612835053798% |
-9.05931292744463% |
-8.45918611976139% |
-4.98440421571951% |
-3.25529305363102% |
0% |
| s.mode |
-11.8055535099233% |
-8.69855495695984% |
-7.66001419257839% |
-4.92508521450194% |
-3.91249450978307% |
0% |
| s.lazy |
-15.8413393906358% |
-5.90325281359315% |
-7.52731454165795% |
-6.97437524153779% |
-6.17961815512055% |
0% |
| s.have |
-9.1517403931358% |
-3.02374854967156% |
-7.54649349755191% |
-5.00386666637644% |
-4.69824311955544% |
0% |
| s.grah |
-15.6267287007165% |
-7.48735036045204% |
-8.67374183700541% |
-6.03206782404819% |
-4.59787435018539% |
0% |
| s.couc |
-8.06868056514976% |
-6.95932189495084% |
-3.93455059953043% |
-2.21096447832112% |
-0.889070532645089% |
0.134730545824066% |
| s.712 |
-14.4943133390795% |
-7.93153617317303% |
-7.65565640675306% |
-7.01006234484322% |
-6.56878574002765% |
0% |
| s.6040 |
-7.42678246156231% |
-5.77073523303513% |
-4.23721342096716% |
-1.87742252913623% |
-0.612652090165581% |
0.364276440747327% |
| s.5050 |
-9.5643000946398% |
-7.35733132885102% |
-5.65115638287334% |
-2.49057634178902% |
-0.810181264067722% |
0.460725669630284% |
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| s.marg |
-4.2% |
-5.7% |
-4.3% |
-3.0% |
-2.8% |
-1.4% |
| Peer Group* average |
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
-5.3% |
-4.3% |
-2.9% |
-1.1% |
-0.2% |
0.4% |
| Global Equities (ACWI) |
-4.6% |
-3.3% |
-3.4% |
-3.1% |
-4.4% |
|
| U.S. Equities (SPY) |
0.0% |
0.0% |
0.0% |
0.0% |
0.0% |
0.0% |
| U.S. Bonds (BND) |
-10.3% |
-8.6% |
-6.0% |
-2.1% |
-0.1% |
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 |
7.50429616715562% |
-0.585671670016471% |
-1.53679976765638% |
0.188676498251692% |
0.535159875838298% |
1.64212352534905% |
| s.tals |
-10.3116497582814% |
-7.48690145357868% |
-6.89914043785638% |
-3.9289551907248% |
-2.39472291597149% |
-1.88229023708427% |
| s.talb |
-9.43646754421323% |
-6.58722499622091% |
-6.04152515209146% |
-2.6096184861408% |
-0.888507208069536% |
-0.672283841639644% |
| s.talc |
-10.3188868084328% |
-5.90493917240566% |
-5.95670132844153% |
-2.25058362455258% |
-0.651602516217821% |
0% |
| s.wors |
4.95449363474245% |
-6.85486675163053% |
-2.36503172945933% |
-2.22896200912575% |
-2.10411458226966% |
0% |
| s.talm |
7.17821016652478% |
-0.105208711974476% |
-2.45459574595512% |
-0.0955167349288519% |
0.633304626698374% |
0% |
| s.swan |
5.60034539931266% |
1.84465888923807% |
-0.107095697286791% |
-3.04023185332635% |
-5.4450331309451% |
0% |
| s.plus |
3.19302517183971% |
-3.79044850861433% |
-0.877497680709603% |
1.93648348202613% |
2.9678854356409% |
4.25348473692543% |
| s.noeq |
-2.03608310995021% |
-6.91893932893048% |
-5.43788777786063% |
-0.687497133464998% |
1.61941525774362% |
2.68704416603493% |
| s.ivyp |
-8.45080491560206% |
-5.63271423469144% |
-4.50346073648306% |
-3.6253582754008% |
-3.22961721503313% |
0% |
| s.dali |
-5.78352551553435% |
-6.89058182668452% |
-4.47343795893471% |
-1.92594496670216% |
-0.490245800542674% |
0% |
| s.brow |
1.0840400607265% |
-4.03626143646975% |
-1.95616496414213% |
0.541739091285343% |
1.69695304862867% |
2.84215479561718% |
| s.yale |
-9.14521623564118% |
-8.03574496669629% |
-6.49264991937256% |
-3.22886906920966% |
-1.74973646292832% |
-0.906179884406401% |
| s.seco |
-1.41980824001898% |
-3.31117120112646% |
-3.11250878881629% |
-2.44192633179068% |
-2.61762318773711% |
-1.36787217513359% |
| s.nobr |
-6.65633642573198% |
-5.22488778693905% |
-4.9049047480589% |
-3.34254391310813% |
-2.96798151619079% |
-1.5588139540904% |
| s.aron |
-7.57740313452562% |
-7.54662677730607% |
-5.72631349503533% |
-3.5415683708523% |
-2.63195389975383% |
-1.14605364470904% |
| s.lowv |
-0.150350768319852% |
-2.93657671972272% |
-4.04114798641088% |
-1.40405557795869% |
0% |
0% |
| s.bens |
-5.32392349557668% |
-3.12584613725138% |
-3.37685549149659% |
-2.90086912311165% |
-3.14677902867047% |
-1.50099204201928% |
| s.aggr |
-7.34384623021035% |
-5.71061817873441% |
-4.4543711687016% |
-4.07166953192987% |
0% |
0% |
| s.8020 |
-3.181568640693% |
-2.88437901713358% |
-1.88848006952938% |
-0.91754413600114% |
-0.368799017814647% |
0.107150940113237% |
| s.7030 |
-4.24545841125341% |
-3.57295720295263% |
-2.37823992075463% |
-1.01801993077354% |
-0.300695545472603% |
0.239644788546705% |
| s.smar |
-4.68890572338243% |
-4.41136299845421% |
-4.2106797548786% |
-2.62609670009821% |
-1.96538079929048% |
-0.995037435502727% |
| s.marg |
-4.18149523835804% |
-5.69179426596917% |
-4.27795225638741% |
-3.01853829098204% |
-2.82233094323344% |
-1.37472802685516% |
| s.coff |
-8.06957341584661% |
-6.40945327304365% |
-5.77479386594448% |
-3.11501143114896% |
-1.8402426526159% |
-0.945553466762528% |
| s.buyh |
-8.14385295768193% |
-6.32620686752282% |
-5.45907301643324% |
-3.53052695256525% |
-2.8974787705916% |
-1.36155054255397% |
| s.swen |
-11.2906696975035% |
-7.8271408892038% |
-6.30062676129335% |
-3.05569777497322% |
-1.5173136988553% |
0% |
| s.mode |
-7.25603470382969% |
-6.41607854014855% |
-5.07623253788712% |
-2.93230228131924% |
-2.17195793489571% |
0% |
| s.lazy |
-9.50920647756265% |
-4.56849781970369% |
-5.6843435695915% |
-4.85424295659757% |
-4.16965094764127% |
0% |
| s.have |
6.74347082196873% |
-1.41082114787723% |
-3.28928745719219% |
-1.07639614494254% |
-0.588037114334676% |
0% |
| s.grah |
-7.41804604583139% |
-5.0400154694691% |
-5.2556920007451% |
-3.2210392692605% |
-2.14602359435667% |
0% |
| s.couc |
-4.77799363491424% |
-4.72631525949118% |
-2.39264850075962% |
-1.15789510014302% |
-0.213017074281047% |
0.346060664732409% |
| s.712 |
-7.13046384902633% |
-5.49313982868786% |
-5.03548267314063% |
-4.38276159381333% |
-4.14194101710551% |
0% |
| s.6040 |
-5.25896374628618% |
-4.27058599849635% |
-2.87657703939798% |
-1.13148613026858% |
-0.24490927193504% |
0.351409774833516% |
| s.5050 |
-6.22276541629075% |
-4.97693288226845% |
-3.38265246562305% |
-1.25734204288647% |
-0.200816438484321% |
0.443023171677886% |
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| s.marg |
2.00 |
-0.13 |
0.36 |
0.43 |
0.59 |
0.47 |
| Peer Group* average |
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
1.99 |
-0.04 |
0.46 |
0.60 |
0.82 |
0.62 |
| Global Equities (ACWI) |
2.11 |
0.10 |
0.50 |
0.52 |
0.59 |
|
| U.S. Equities (SPY) |
2.46 |
0.29 |
0.69 |
0.73 |
0.88 |
0.62 |
| U.S. Bonds (BND) |
0.70 |
-0.85 |
-0.46 |
-0.09 |
0.21 |
0.28 |
| 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 |
2.54985659398309 |
0.216558673456073 |
0.532368667534188 |
0.625326995720721 |
0.767088956316704 |
0.630843417976568 |
| s.tals |
1.30732994516547 |
-0.225136283215692 |
0.194370581420607 |
0.331325162259453 |
0.583450036973667 |
0.411803897921576 |
| s.talb |
1.59843409052952 |
-0.14976237254126 |
0.267551704662223 |
0.444555162199466 |
0.7104075732769 |
0.501713400190011 |
| s.talc |
1.38324298577127 |
-0.150577856255845 |
0.220357149228398 |
0.444476213146811 |
0.711895959446087 |
0 |
| s.wors |
0.941076082521855 |
-0.89435609070379 |
-0.198819723729257 |
-0.317321456760858 |
-0.342772166383086 |
0 |
| s.talm |
2.13062153021819 |
0.228499351595839 |
0.444191033056134 |
0.563431163054806 |
0.731247810643402 |
0 |
| s.swan |
0.688086668645201 |
0.297590932056359 |
0.491393940118538 |
0.264577451353805 |
0.217196486947817 |
0 |
| s.plus |
2.51891196384194 |
-0.0217913256364551 |
0.451732222300751 |
0.622340756732818 |
0.761633161840438 |
0.747569009741167 |
| s.noeq |
1.68360183864211 |
-0.218554423055885 |
0.109164914987287 |
0.316482939322477 |
0.532021808742836 |
0.536551005234599 |
| s.ivyp |
1.49958398289389 |
-0.1513110144896 |
0.325546477197163 |
0.347085567119053 |
0.523791858106675 |
0 |
| s.dali |
1.5176408842153 |
-0.411845285044509 |
0.14314674159479 |
0.319503478997392 |
0.583712959926888 |
0 |
| s.brow |
2.20592536881338 |
-0.151135068796566 |
0.304644872678494 |
0.500381472527119 |
0.687238041056031 |
0.692364345312125 |
| s.yale |
1.63172216147403 |
-0.223433083638275 |
0.244166146416417 |
0.404954275425902 |
0.6467370633976 |
0.494176800470334 |
| s.seco |
2.31537665830207 |
0.081405387482637 |
0.504892665138937 |
0.552465650525659 |
0.68674293934039 |
0.520952008055978 |
| s.nobr |
1.77149031357676 |
-0.051707303362291 |
0.376568712681146 |
0.456029917613864 |
0.627856560913256 |
0.486223454489943 |
| s.aron |
1.70407600926462 |
-0.219195308025065 |
0.286493989537256 |
0.402761373494756 |
0.606793748415917 |
0.490211044327981 |
| s.lowv |
1.8986521532079 |
-0.131283742755425 |
0.111420470830411 |
0.382515373744758 |
0 |
0 |
| s.bens |
1.94047507435232 |
0.0480592742583409 |
0.44202736730782 |
0.474323337655569 |
0.605227140173809 |
0.486015803946111 |
| s.aggr |
1.68898946943549 |
-0.0839144330225007 |
0.382700833674727 |
0.39411721007904 |
0 |
0 |
| s.8020 |
2.21730003856224 |
0.100730304968463 |
0.568408162568069 |
0.65339942267345 |
0.840743856425355 |
0.617648290549842 |
| s.7030 |
2.11130993827955 |
0.0347176756632639 |
0.517804913746311 |
0.629098763965874 |
0.834356562560052 |
0.620773858411518 |
| s.smar |
1.76532878027882 |
-0.107508074163463 |
0.322037982228707 |
0.433314496403704 |
0.641459639199747 |
0.491817858900231 |
| s.marg |
1.9956304347805 |
-0.132023035394977 |
0.362353274501936 |
0.43255296513233 |
0.586785087622925 |
0.467994454774908 |
| s.coff |
1.52500479222468 |
-0.200353385801943 |
0.234129329702818 |
0.392076649229874 |
0.643526169485928 |
0.489366260814225 |
| s.buyh |
1.41820976187795 |
-0.248128208987137 |
0.206579127336315 |
0.319388788112424 |
0.521502964287897 |
0.440397956073364 |
| s.swen |
1.51998941366203 |
-0.211757060988567 |
0.251465032566138 |
0.41571611028012 |
0.662776085575751 |
0 |
| s.mode |
1.66734041295047 |
-0.20037818420192 |
0.284249968191046 |
0.413897456237026 |
0.618745384735532 |
0 |
| s.lazy |
1.37384779291122 |
-0.0435913149102287 |
0.304923282730129 |
0.300149660138608 |
0.485433029693025 |
0 |
| s.have |
1.86242192493511 |
0.0999478737639066 |
0.285598193803449 |
0.406692226876924 |
0.569092428183014 |
0 |
| s.grah |
1.39062790145285 |
-0.137298177732055 |
0.228944536426428 |
0.342236024023067 |
0.570166218750033 |
0 |
| s.couc |
1.95920636420164 |
-0.10971577637946 |
0.460550656632397 |
0.568339577394869 |
0.798505317272578 |
0.603189514197341 |
| s.712 |
1.4780110187675 |
-0.16004054734843 |
0.28736141397201 |
0.290533381432111 |
0.455356251125952 |
0 |
| s.6040 |
1.98613351618803 |
-0.0422519733124261 |
0.455289509851711 |
0.596778305004353 |
0.82327251202227 |
0.622640893664925 |
| s.5050 |
1.8386902512187 |
-0.132391029971885 |
0.376921321955574 |
0.552730585432436 |
0.804030154732017 |
0.621511777814424 |
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| s.marg |
4.70 |
-0.17 |
0.51 |
0.62 |
0.87 |
0.66 |
| Peer Group* average |
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
4.33 |
-0.06 |
0.66 |
0.88 |
1.27 |
0.91 |
| Global Equities (ACWI) |
5.12 |
0.14 |
0.74 |
0.77 |
0.89 |
|
| U.S. Equities (SPY) |
6.06 |
0.41 |
1.05 |
1.12 |
1.39 |
0.92 |
| U.S. Bonds (BND) |
4.33 |
-0.06 |
0.66 |
0.88 |
1.27 |
0.91 |
| 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 |
6.62537484586568 |
0.307037668514809 |
0.78397875672102 |
0.961176036582172 |
1.23540494530062 |
0.936041302234545 |
| s.tals |
2.65473412930982 |
-0.308239388036579 |
0.270857882599278 |
0.469819921878023 |
0.877883740344262 |
0.584022904150049 |
| s.talb |
3.25854664448973 |
-0.200891481270186 |
0.372212433893944 |
0.635405681060809 |
1.07614943951498 |
0.711675879543809 |
| s.talc |
2.73744315474186 |
-0.203821875808116 |
0.306355371503439 |
0.638817677056773 |
1.08965262591183 |
0 |
| s.wors |
2.30321324389548 |
-0.979526587950909 |
-0.251927683212524 |
-0.425857349320361 |
-0.473918303787082 |
0 |
| s.talm |
5.61496289399111 |
0.333252282836248 |
0.648562392771709 |
0.862089234660367 |
1.17215692989087 |
0 |
| s.swan |
1.58919397160374 |
0.44975384785796 |
0.728605936753748 |
0.394974784452015 |
0.315164981270934 |
0 |
| s.plus |
7.32427431114736 |
-0.0297861508266642 |
0.684798048568652 |
0.988514436713364 |
1.25474633825829 |
1.20023747906382 |
| s.noeq |
3.80237633144247 |
-0.296772279984699 |
0.157897085268693 |
0.481481772059024 |
0.841834179700916 |
0.813295218011247 |
| s.ivyp |
2.95603408955236 |
-0.196894501180709 |
0.445682020267047 |
0.484311187956687 |
0.763228496976578 |
0 |
| s.dali |
3.23484831246731 |
-0.505223818405946 |
0.19063649501783 |
0.442126654925328 |
0.847544986710444 |
0 |
| s.brow |
5.85192865428442 |
-0.201146317177552 |
0.446843939603761 |
0.775024264762979 |
1.11242752730669 |
1.09627505706928 |
| s.yale |
3.49590082842997 |
-0.293257102590446 |
0.339678335129914 |
0.574924979622883 |
0.968936323532272 |
0.69753480938591 |
| s.seco |
5.77986815636215 |
0.11231992554514 |
0.740037265041285 |
0.814260482749247 |
1.04635695676922 |
0.749264932236742 |
| s.nobr |
4.19589938029694 |
-0.0714785279408172 |
0.546165067177227 |
0.663468358414174 |
0.952623021272098 |
0.700400494949958 |
| s.aron |
3.82696023902414 |
-0.288093226496794 |
0.405018807133599 |
0.575794451816314 |
0.908810147468895 |
0.699230357642055 |
| s.lowv |
3.86117917959522 |
-0.171612265363 |
0.147851070445782 |
0.533097496407371 |
0 |
0 |
| s.bens |
4.41261701756603 |
0.0658402815485309 |
0.637629644362452 |
0.690918684189992 |
0.910947220680367 |
0.696992308126173 |
| s.aggr |
3.82225486740158 |
-0.116211883102713 |
0.556574154384573 |
0.579637582663188 |
0 |
0 |
| s.8020 |
5.10450156957656 |
0.138303820689424 |
0.843463060282678 |
0.977245578966604 |
1.30976032055433 |
0.902194771528821 |
| s.7030 |
4.73525917100581 |
0.0469340705231577 |
0.759228933025385 |
0.93345197780732 |
1.29369140032776 |
0.905452653904976 |
| s.smar |
3.949196564352 |
-0.144497920350465 |
0.449865725804892 |
0.615447098071379 |
0.954092757628823 |
0.698552787504815 |
| s.marg |
4.69792147466209 |
-0.171635765028629 |
0.508043112483223 |
0.615451125973068 |
0.870712509404773 |
0.659989627415219 |
| s.coff |
3.2377470522351 |
-0.267175948727987 |
0.325303987854288 |
0.553976951984728 |
0.958524632641439 |
0.695179498569719 |
| s.buyh |
2.92230992684941 |
-0.325088331349261 |
0.286384243837248 |
0.449697248629919 |
0.771231785958886 |
0.625046002124201 |
| s.swen |
3.08397605879484 |
-0.279958110708814 |
0.351075872163825 |
0.59202974096155 |
0.998083563855925 |
0 |
| s.mode |
3.63199261493005 |
-0.264204783533383 |
0.397546819618016 |
0.589535468914592 |
0.925379597682741 |
0 |
| s.lazy |
2.66255677939054 |
-0.057733238890321 |
0.424070784336606 |
0.422464015260193 |
0.709123342054032 |
0 |
| s.have |
4.53955070118659 |
0.138833935317572 |
0.400418317637756 |
0.585696136857335 |
0.854921702559566 |
0 |
| s.grah |
2.9270673432133 |
-0.183117957742493 |
0.315639192771475 |
0.479748805166198 |
0.839798598099678 |
0 |
| s.couc |
4.09409841498164 |
-0.141670629791069 |
0.655677201420883 |
0.819788094457553 |
1.21390413421825 |
0.860211627015749 |
| s.712 |
3.08054608643885 |
-0.20867235690827 |
0.393379464859988 |
0.404396742917053 |
0.658717118503796 |
0 |
| s.6040 |
4.33342304305359 |
-0.0561843649716451 |
0.658309787864629 |
0.876610732460745 |
1.26765951186443 |
0.906107951923653 |
| s.5050 |
3.89886925233795 |
-0.173039272201986 |
0.536231653714871 |
0.801564931082231 |
1.22530233061982 |
0.901211774126962 |
Compare: Risk & Volatility
for period ending October 31, 2024
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| s.marg |
2.8% |
23.0% |
23.0% |
23.0% |
23.0% |
40.5% |
| Peer Group* average |
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
3.6% |
20.7% |
20.7% |
20.7% |
20.7% |
32.2% |
| Global Equities (ACWI) |
3.6% |
25.7% |
25.7% |
25.7% |
25.7% |
|
| U.S. Equities (SPY) |
4.0% |
23.9% |
23.9% |
23.9% |
23.9% |
50.8% |
| U.S. Bonds (BND) |
3.1% |
15.8% |
17.3% |
17.3% |
17.3% |
17.3% |
| Ranking: Peer Group* |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
| Ranking: All Recipes |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
| s.talg |
3.1% |
21.2% |
21.2% |
21.2% |
21.2% |
38.5% |
| s.tals |
5.1% |
19.9% |
19.9% |
19.9% |
19.9% |
41.7% |
| s.talb |
4.9% |
22.9% |
22.9% |
22.9% |
22.9% |
41.1% |
| s.talc |
4.9% |
19.9% |
19.9% |
19.9% |
19.9% |
0% |
| s.wors |
0.9% |
15.5% |
15.5% |
15.6% |
29.7% |
0% |
| s.talm |
2.7% |
16.7% |
16.7% |
16.7% |
16.7% |
0% |
| s.swan |
2.5% |
14.1% |
23.8% |
23.8% |
40.6% |
0% |
| s.plus |
2.6% |
24% |
24% |
24% |
24% |
24% |
| s.noeq |
3.8% |
24.1% |
24.1% |
24.1% |
24.1% |
24.1% |
| s.ivyp |
3.3% |
17% |
18.1% |
18.1% |
18.1% |
0% |
| s.dali |
2.3% |
17.9% |
17.9% |
17.9% |
17.9% |
0% |
| s.brow |
2.1% |
17.5% |
17.5% |
17.5% |
17.5% |
17.5% |
| s.yale |
4.6% |
25.6% |
25.6% |
25.6% |
25.6% |
42.2% |
| s.seco |
3.6% |
24.5% |
24.5% |
24.5% |
24.5% |
49.2% |
| s.nobr |
4% |
23.4% |
23.4% |
23.4% |
23.4% |
43.3% |
| s.aron |
3.8% |
24.3% |
24.3% |
24.3% |
24.3% |
41.1% |
| s.lowv |
1.9% |
13.2% |
13.2% |
13.2% |
0% |
0% |
| s.bens |
2.8% |
19.8% |
19.8% |
19.8% |
19.8% |
45% |
| s.aggr |
3.2% |
23.5% |
23.5% |
23.5% |
0% |
0% |
| s.8020 |
4% |
22.7% |
22.7% |
22.7% |
22.7% |
42.1% |
| s.7030 |
3.8% |
21.7% |
21.7% |
21.7% |
21.7% |
37.3% |
| s.smar |
3.1% |
17.1% |
17.1% |
17.1% |
17.1% |
37.6% |
| s.marg |
2.8% |
23% |
23% |
23% |
23% |
40.5% |
| s.coff |
4.2% |
19.8% |
19.8% |
19.8% |
19.8% |
36% |
| s.buyh |
3.1% |
18.7% |
18.7% |
18.7% |
18.7% |
35.7% |
| s.swen |
4.6% |
25.1% |
25.1% |
25.1% |
25.1% |
0% |
| s.mode |
3.3% |
21.6% |
21.6% |
21.6% |
21.6% |
0% |
| s.lazy |
3.5% |
17% |
21.4% |
21.4% |
21.4% |
0% |
| s.have |
2.3% |
15.1% |
15.1% |
15.1% |
15.1% |
0% |
| s.grah |
2.9% |
18.2% |
18.2% |
18.2% |
18.2% |
0% |
| s.couc |
3% |
19.4% |
19.4% |
19.4% |
19.4% |
28.7% |
| s.712 |
2.8% |
16% |
19.1% |
19.1% |
19.1% |
0% |
| s.6040 |
3.6% |
20.7% |
20.7% |
20.7% |
20.7% |
32.2% |
| s.5050 |
3.4% |
19.6% |
19.6% |
19.6% |
19.6% |
26.7% |
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| s.marg |
10.4% |
13.6% |
14.5% |
11.7% |
11.5% |
12.2% |
| Peer Group* average |
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
11.4% |
13.3% |
13.9% |
11.2% |
10.5% |
10.6% |
| Global Equities (ACWI) |
14.2% |
17.6% |
19.3% |
16.1% |
16.4% |
|
| U.S. Equities (SPY) |
14.8% |
18.7% |
20.8% |
17.2% |
16.6% |
16.6% |
| U.S. Bonds (BND) |
7.9% |
7.5% |
6.4% |
5.2% |
4.6% |
4.6% |
| Ranking: Peer Group* |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
| Ranking: All Recipes |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
| s.talg |
14% |
15.9% |
16.5% |
13.3% |
13.6% |
15.1% |
| s.tals |
16.3% |
14.7% |
15.4% |
12.6% |
12.5% |
14% |
| s.talb |
15.2% |
15% |
15.3% |
12.3% |
11.9% |
13.3% |
| s.talc |
14.1% |
13.8% |
13.9% |
11.3% |
10.9% |
0% |
| s.wors |
4.3% |
5.7% |
5.8% |
5.7% |
5.5% |
0% |
| s.talm |
14.6% |
15.4% |
15.9% |
12.9% |
13.1% |
0% |
| s.swan |
8.9% |
13.8% |
16.7% |
14% |
14.2% |
0% |
| s.plus |
11.7% |
14% |
13.7% |
11.4% |
10.8% |
10.7% |
| s.noeq |
15.8% |
14.6% |
13.5% |
12.1% |
11.8% |
12.6% |
| s.ivyp |
10.4% |
13.2% |
14.5% |
11.6% |
11.8% |
0% |
| s.dali |
8% |
9.7% |
9.6% |
7.6% |
7.1% |
0% |
| s.brow |
8.9% |
10.3% |
9.6% |
8.1% |
7.7% |
7.8% |
| s.yale |
14.8% |
15.3% |
15.5% |
12.4% |
11.9% |
13.1% |
| s.seco |
13.2% |
16.5% |
18.3% |
15% |
14.8% |
15.4% |
| s.nobr |
13.7% |
15.6% |
16.9% |
13.6% |
13.5% |
14% |
| s.aron |
12.9% |
14.6% |
15.4% |
12.6% |
12.1% |
13% |
| s.lowv |
6% |
8% |
8.3% |
7.1% |
0% |
0% |
| s.bens |
10.9% |
14.1% |
15.5% |
12.9% |
12.9% |
13.8% |
| s.aggr |
13.3% |
15.7% |
17.1% |
14.3% |
0% |
0% |
| s.8020 |
13.3% |
15.9% |
17.4% |
14.3% |
13.7% |
13.8% |
| s.7030 |
12.3% |
14.6% |
15.6% |
12.7% |
12.1% |
12.2% |
| s.smar |
10% |
11.7% |
13% |
10.5% |
10.3% |
11.1% |
| s.marg |
10.4% |
13.6% |
14.5% |
11.7% |
11.5% |
12.2% |
| s.coff |
12.8% |
13.2% |
13.7% |
11% |
10.6% |
11.3% |
| s.buyh |
10.5% |
11.9% |
12.5% |
10.1% |
10% |
10.9% |
| s.swen |
15.2% |
15.4% |
15.4% |
12.4% |
11.9% |
0% |
| s.mode |
12% |
13.2% |
13.8% |
11.1% |
10.8% |
0% |
| s.lazy |
11.3% |
14.5% |
16.6% |
13.1% |
12.9% |
0% |
| s.have |
11.2% |
12.9% |
12.8% |
10.4% |
10.4% |
0% |
| s.grah |
11% |
12.4% |
12.9% |
10.2% |
9.7% |
0% |
| s.couc |
9.3% |
12.1% |
12.6% |
10% |
9.4% |
9.7% |
| s.712 |
10% |
12.6% |
14.3% |
11.6% |
11.6% |
0% |
| s.6040 |
11.4% |
13.3% |
13.9% |
11.2% |
10.5% |
10.6% |
| s.5050 |
10.6% |
12.1% |
12.3% |
9.7% |
9% |
9.1% |
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| s.marg |
3.9% |
9.5% |
9.7% |
7.8% |
7.4% |
8.4% |
| Peer Group* average |
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
4.8% |
9.1% |
9.0% |
7.1% |
6.5% |
7.0% |
| Global Equities (ACWI) |
5.4% |
11.6% |
12.5% |
10.5% |
10.5% |
|
| U.S. Equities (SPY) |
5.6% |
12.2% |
13.0% |
10.8% |
10.2% |
11.0% |
| U.S. Bonds (BND) |
4.1% |
5.4% |
4.5% |
3.4% |
3.0% |
2.8% |
| Ranking: Peer Group* |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
| Ranking: All Recipes |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
| s.talg |
4.8% |
10.1% |
10.6% |
8.1% |
8.1% |
9.9% |
| s.tals |
7.5% |
9.7% |
10.4% |
8.4% |
7.9% |
9.6% |
| s.talb |
7% |
10.2% |
10.4% |
8.1% |
7.5% |
9.1% |
| s.talc |
6.7% |
9.2% |
9.3% |
7.4% |
6.8% |
0% |
| s.wors |
0.9% |
4.4% |
4% |
3.8% |
3.6% |
0% |
| s.talm |
4.9% |
9.4% |
10.2% |
8% |
7.8% |
0% |
| s.swan |
3.2% |
8.2% |
10.9% |
9.1% |
9.6% |
0% |
| s.plus |
3.4% |
9.3% |
8.3% |
6.6% |
6.1% |
6.3% |
| s.noeq |
6.4% |
9.7% |
8.6% |
7.4% |
7% |
8% |
| s.ivyp |
4.7% |
9.1% |
10% |
7.9% |
7.8% |
0% |
| s.dali |
3.2% |
7% |
6.6% |
5% |
4.5% |
0% |
| s.brow |
2.7% |
6.7% |
5.8% |
4.6% |
4.3% |
4.6% |
| s.yale |
6.4% |
10.7% |
10.5% |
8.3% |
7.6% |
9% |
| s.seco |
4.8% |
11% |
11.9% |
9.7% |
9.4% |
10.4% |
| s.nobr |
5.3% |
10.3% |
11.1% |
8.9% |
8.5% |
9.4% |
| s.aron |
5.2% |
10.2% |
10.3% |
8.3% |
7.7% |
8.8% |
| s.lowv |
2.5% |
5.1% |
5.7% |
4.7% |
0% |
0% |
| s.bens |
4.2% |
9.2% |
10.1% |
8.4% |
8.3% |
9.3% |
| s.aggr |
5.3% |
10.3% |
11.1% |
9.2% |
0% |
0% |
| s.8020 |
5.3% |
10.7% |
11.1% |
9.1% |
8.4% |
9.2% |
| s.7030 |
5% |
9.9% |
10% |
8.1% |
7.4% |
8.1% |
| s.smar |
3.9% |
7.7% |
8.7% |
7% |
6.6% |
7.5% |
| s.marg |
3.9% |
9.5% |
9.7% |
7.8% |
7.4% |
8.4% |
| s.coff |
5.5% |
8.9% |
9.3% |
7.3% |
6.7% |
7.7% |
| s.buyh |
4.5% |
8.1% |
8.4% |
6.7% |
6.4% |
7.4% |
| s.swen |
7% |
10.6% |
10.4% |
8.2% |
7.5% |
0% |
| s.mode |
4.9% |
9% |
9.2% |
7.3% |
6.9% |
0% |
| s.lazy |
5.3% |
10% |
11.4% |
8.9% |
8.5% |
0% |
| s.have |
3.9% |
8.2% |
8.5% |
6.8% |
6.6% |
0% |
| s.grah |
4.6% |
8.3% |
8.7% |
6.8% |
6.2% |
0% |
| s.couc |
4% |
8.4% |
8.2% |
6.5% |
5.8% |
6.5% |
| s.712 |
4.2% |
8.7% |
9.9% |
7.9% |
7.7% |
0% |
| s.6040 |
4.8% |
9.1% |
9% |
7.1% |
6.5% |
7% |
| s.5050 |
4.6% |
8.3% |
8% |
6.2% |
5.5% |
6% |
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| s.marg |
0.72 |
0.74 |
0.72 |
0.69 |
0.70 |
0.72 |
| Peer Group* average |
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
0.81 |
0.74 |
0.70 |
0.67 |
0.65 |
0.65 |
| Global Equities (ACWI) |
0.97 |
0.95 |
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) |
0.81 |
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 |
0.75478560043522 |
0.774777645375476 |
0.756600160198586 |
0.665661977345027 |
0.688442986898479 |
0.744779465127519 |
| s.tals |
0.908813389692967 |
0.757025347993786 |
0.736689181715411 |
0.680786787479593 |
0.696180897795116 |
0.7590722293268 |
| s.talb |
0.967618810267068 |
0.810247229006638 |
0.76029946352222 |
0.682760789535467 |
0.673404600707777 |
0.734679272067647 |
| s.talc |
0.868591056119725 |
0.722123721706805 |
0.682895636317195 |
0.620130982706561 |
0.614273159986172 |
0 |
| s.wors |
-0.0258711540268768 |
0.176449730517595 |
0.0756857193803709 |
0.0135269947636321 |
-0.000876619561731007 |
0 |
| s.talm |
0.645110001070334 |
0.694195477724486 |
0.698921389805741 |
0.605739091415858 |
0.625193682867325 |
0 |
| s.swan |
0.00841904397990342 |
0.396201522814449 |
0.582077994835604 |
0.536853938960812 |
0.593391542329034 |
0 |
| s.plus |
0.729470062760232 |
0.659696172749689 |
0.524834243052239 |
0.418898315663013 |
0.361438730456868 |
0.349860726532749 |
| s.noeq |
0.801808823081323 |
0.647993430195047 |
0.50900741371227 |
0.357484512386045 |
0.31101719573757 |
0.369369474016725 |
| s.ivyp |
0.710976564776032 |
0.690048816035546 |
0.695083283189287 |
0.652650935727282 |
0.685771597932941 |
0 |
| s.dali |
0.535972371848717 |
0.518482786935812 |
0.458157945919756 |
0.386147368431884 |
0.355341519728807 |
0 |
| s.brow |
0.535113111970168 |
0.482740888185828 |
0.383074138966514 |
0.30260116848345 |
0.263644920891047 |
0.257254559042295 |
| s.yale |
0.955609152648933 |
0.837535205236869 |
0.770476784485844 |
0.699958234998342 |
0.686475732740346 |
0.742147371228368 |
| s.seco |
0.895483867333428 |
0.891911935536672 |
0.896525523829717 |
0.884975716184577 |
0.905487856862997 |
0.926444666504402 |
| s.nobr |
0.888451165741945 |
0.83861090763142 |
0.8324222225185 |
0.80049512608689 |
0.819119956730051 |
0.835994335558007 |
| s.aron |
0.856126452340082 |
0.798259976648687 |
0.76056585703798 |
0.72877274876643 |
0.725976814011031 |
0.758048652484509 |
| s.lowv |
0.346435601136557 |
0.380496593358879 |
0.39143682601242 |
0.367277583992747 |
0 |
0 |
| s.bens |
0.767979191366362 |
0.754609890265594 |
0.763832019737751 |
0.758258140039652 |
0.791391328056292 |
0.821625216869053 |
| s.aggr |
0.861212879715188 |
0.818146042048745 |
0.80681739781271 |
0.806461487148506 |
0 |
0 |
| s.8020 |
0.918969933985235 |
0.873331200573568 |
0.862317424227538 |
0.844701037064824 |
0.839126511019825 |
0.839681478607818 |
| s.7030 |
0.863882242634339 |
0.804586970086843 |
0.781236897763464 |
0.755848122445728 |
0.744663603927995 |
0.74388172982609 |
| s.smar |
0.654349410787665 |
0.626253590232243 |
0.641383708017782 |
0.618727063020476 |
0.631602112157747 |
0.66402620549975 |
| s.marg |
0.723671903087206 |
0.744893192404691 |
0.721532883775277 |
0.691637053858994 |
0.701069992962798 |
0.724439358206207 |
| s.coff |
0.801329565777812 |
0.709263853178024 |
0.682752402556596 |
0.637453436385219 |
0.635829966033731 |
0.667693157726295 |
| s.buyh |
0.682475494084186 |
0.631335346259653 |
0.616769851785024 |
0.585535743558815 |
0.602594932084 |
0.636747948740408 |
| s.swen |
0.991940779973323 |
0.834571911529693 |
0.763182926395803 |
0.694990367229005 |
0.681056860568044 |
0 |
| s.mode |
0.791840888652906 |
0.713947066253394 |
0.68389518570861 |
0.646898764319357 |
0.652206469774149 |
0 |
| s.lazy |
0.738965648257882 |
0.752105109796804 |
0.793474598346458 |
0.738922166425076 |
0.753711636179028 |
0 |
| s.have |
0.392097415968279 |
0.520330984128787 |
0.522840637043712 |
0.447887995524558 |
0.47068817161615 |
0 |
| s.grah |
0.669375421552262 |
0.641063461537876 |
0.626338999523174 |
0.579259821940557 |
0.569318714868481 |
0 |
| s.couc |
0.67444123694894 |
0.673154395968118 |
0.635370549266455 |
0.596658955898997 |
0.575241925923968 |
0.576897306119477 |
| s.712 |
0.649976382692915 |
0.663204551313586 |
0.68930826621446 |
0.660424169722126 |
0.689875134399521 |
0 |
| s.6040 |
0.808794551283441 |
0.735842739600118 |
0.700156371299389 |
0.666995207826632 |
0.650200696836165 |
0.648081981044363 |
| s.5050 |
0.753706859932545 |
0.667098509113393 |
0.619075844835315 |
0.578142293207536 |
0.555737789744336 |
0.552282232262635 |
Compare: Correlation
for period ending October 31, 2024
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| to Global Stocks (ACWI) |
0.98 |
0.99 |
0.99 |
0.99 |
0.98 |
|
| to S&P500 (SPY) |
0.94 |
0.96 |
0.96 |
0.96 |
0.95 |
0.95 |
| to U.S. Bonds (BND) |
0.88 |
0.83 |
0.70 |
0.53 |
0.41 |
0.39 |
| to Commodities (DBC) |
-0.54 |
0.21 |
0.45 |
0.44 |
0.54 |
0.54 |
| to Gold (GLD) |
-0.03 |
0.41 |
0.33 |
0.21 |
0.24 |
0.24 |
