ETF Moderate Allocation · 55% equity

for period ending April 30, 2025


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  Overview

s.mode 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   ETF Moderate Allocation · 55% 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 which uses a 55% 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


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 eight ETFs in this portfolio recipe. The eight ETFs each represent an asset class. The steps to create this portfolio recipe are as follows:

  1. VizMetrics identifies the eight asset classes corresponding to the ETF Moderate Allocation · 55% equity methodology.

  2. VizMetrics chooses an exchange-traded fund (ETF) to represent each of the eight asset classes.

  3. VizMetrics assigns a weighting (percent allocation) to each of the eight 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 April 30, 2025 and used for May 2025 allocation:

🔒 Exact Portfolio Weights Locked

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  How to Rebalance

Rebalancing steps
You need to update this portfolio each month to adhere to this portfolio's recipe. See How to rebalance your portfolio



  Compare: Total Return

for period ending April 30, 2025

5-year graph

● s.mode ● Global equities (ACWI) ● U.S. equities (SPY) ● U.S. bonds (BND) ● 60% Equity / 40% Bonds (s.6040)
Total Return (Compound Annual Growth Rate)
  YTD      1 year 3 year 5 year 10 year 15 year 20 year
s.mode -0.0% -0.2% 9.5% 5.5% 7.2% 5.8% 6.7%  
Peer Group* average
60% Equity / 40% Bonds -2.1% -0.3% 10.0% 7.7% 8.7% 7.7% 8.6% 7.6%
Global Equities (ACWI) -0.4% 0.5% 12.0% 10.4% 13.2% 8.8% 9.0%  
U.S. Equities (SPY) -5.1% -0.9% 11.9% 12.0% 15.5% 12.2% 12.9% 10.2%
U.S. Bonds (BND) 3.2% 0.4% 7.9% 1.9% -0.7% 1.5% 2.3% 3.1%
Ranking: Peer Group* Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group
Ranking: All Recipes Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All
* Peer Group is Strategic: DIY
s.talg 6.22354668302139% 0.749988585673353% 23.2774918457593% 10.2041396473459% 12.5227793484259% 9.61887680497944% 9.55931181882193% 9.93455527973683%
s.tals -3.08758457862539% -1.31619200863217% 7.8957610051605% 2.22212304839955% 6.48028223580353% 4.8469969264318% 6.26256170040269% 6.17430752620001%
s.talb -0.719559996092256% -0.926455203077019% 11.7487903458886% 4.15927959430926% 7.24014905324415% 6.37509248573307% 7.79988883357763% 7.2227152259785%
s.talc 0.108244789975731% -1.4217621024247% 11.3354905125127% 3.74401639453528% 6.73892570429364% 6.1590623482416% 7.41252335105969% 7.01743982225604%
s.wors 7.77185293786498% 2.26390251801575% 12.15262138066% -0.853581218950106% 1.13945733815257% 0.761186528723901% -0.322882175977424% 0%
s.talm 8.11085023934808% -0.144868001555449% 21.0805748352533% 8.34676875786591% 11.5454641914174% 8.79184203927297% 8.81710560447873% 0%
s.swan 7.48088351147016% -1.88442987398636% 8.50226368516338% 5.15653329076819% 13.6608090533316% 5.53601096161906% 3.14006749388551% 0%
s.plus 6.32473842368568% 1.88051955345369% 20.8880706884068% 9.79550576406756% 7.20267187712269% 8.61781748583834% 8.75865149214741% 9.23148847916426%
s.noeq 9.42744260750454% 0.540832229540214% 21.0690664029383% 4.10781115949179% 3.96015720192839% 5.38126292657908% 6.31869454928791% 7.66795018586277%
s.ivyp 0.939060394629232% -1.58560348928031% 8.31445763540049% 2.90285036591618% 9.53759034145094% 5.55818988549939% 6.06039686575728% 0%
s.dali 2.35687192286533% -0.600430728325264% 9.11108151553244% 3.28158409924078% 4.60267874983766% 4.39537416977123% 5.08208201838185% 0%
s.brow 6.13051687251012% 1.03540446527941% 16.2726677313145% 7.17490684862592% 5.23943556695963% 6.03350145742185% 6.28775340604935% 6.96414357540454%
s.yale 0.866826250988617% -0.196% 11.3176369212577% 3.74285272474977% 6.70663638174833% 5.9317757487835% 7.45205494576882% 7.01534654071254%
s.seco -1.6199924861894% -0.279% 11.0879968150329% 9.57441205007692% 12.1223305572056% 8.6687885757071% 9.41208076223832% 8.18466433041694%
s.nobr 0.399184988539791% 0.365% 9.77674803960442% 7.72266829153314% 9.96905378747583% 7.00243648375789% 8.11393906820705% 7.31086132641932%
s.aron -0.221295847835645% 0.3075% 8.81397493283287% 5.16239395125022% 7.4944977296493% 5.9176642941962% 7.16197278076243% 6.95397454242948%
s.lowv 6.28311401897659% 1.16933523981312% 13.4173658570604% 6.59875055412171% 6.06367694398022% 4.79798216519505% 0% 0%
s.bens 1.04969716430185% -0.0543238724932401% 10.0841528063191% 8.40919290442277% 10.8269040374018% 7.15078208803568% 7.67334302098801% 7.18973495692723%
s.aggr 0.294604848133595% -0.133141697027824% 8.46002565970971% 7.07798438123575% 9.9493244469097% 6.45548073135267% 0% 0%
s.8020 -3.80228288867344% -0.50875431048869% 10.6443322771318% 9.5413107929099% 11.8725211829322% 9.70112621629082% 10.5972440974381% 8.96560791326713%
s.7030 -2.93482178905407% -0.395644928111149% 10.3435344541449% 8.62555573722135% 10.2891799722471% 8.72430686980639% 9.61376523652195% 8.30180621895089%
s.smar -0.455768581668103% -0.333% 7.84732262991139% 5.61452654103984% 8.12713250222139% 5.76365502536578% 6.60177085232854% 6.3427532052589%
s.marg 1.09989890452769% -0.1123% 10.1664130724192% 6.05409717776315% 8.68496136176331% 6.24925319927521% 6.96061101216032% 6.4777519862804%
s.coff -1.01947444973458% -1.041% 7.73374871670511% 3.90786121026092% 6.62057727929619% 5.33103670834636% 6.62665112177609% 6.36354420911165%
s.buyh 1.90903502873954% 0.2878% 8.25856146411572% 4.21464768765001% 6.65221509908307% 4.62819276690987% 5.59086134781375% 5.74920731140365%
s.swen 1.29816001156076% -0.339920968328712% 11.2200791951948% 4.13268176378727% 6.90104440310022% 6.08665370248904% 7.63332086830868% 0%
s.mode -0.0461703823064097% -0.183329126721987% 9.46422592619727% 5.48074549966875% 7.15479437467741% 5.76661249253645% 6.72240818757068% 0%
s.lazy 1.74295845410668% -1.27577616767046% 7.79894694774708% 4.58691770103032% 9.33716444924757% 5.15552845408698% 6.11701276341143% 0%
s.have 11.4078142282282% 2.1413795708415% 20.7317500213457% 8.19733603315382% 8.97625160739879% 6.53616910252235% 6.84823240197749% 0%
s.grah 3.7477023452521% -0.181191340032461% 10.2154885213637% 5.81559719605824% 7.4520230064105% 5.09936991121134% 6.12783147990341% 0%
s.couc -0.613036325115934% -0.30443209337071% 9.76844400748922% 6.05702428469534% 8.374476066852% 7.10975219876295% 7.82016015261773% 6.99539933741753%
s.712 0.391411570639466% -1.10597134520524% 6.62794054333729% 3.61841795163331% 8.37085867046221% 4.74510671397148% 5.23481487729966% 0%
s.6040 -2.06551058154553% -0.282535545733609% 10.0315345033575% 7.69955318353683% 8.707451551129% 7.73292936710643% 8.61553880431312% 7.61667724571835%
s.5050 -1.19438344975873% -0.169426163356068% 9.70845134994775% 6.76362657829648% 7.12777928183164% 6.72757246663922% 7.60313576426563% 6.91077998834344%
Historical Return
 
s.mode 14.1% 10.6% -16.9% 13.8% 9.5%
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 Rank: All Rank: All Rank: All Rank: All
* Peer Group is Strategic: DIY
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 April 30, 2025

Note: This Free subscription only includes access to the 1-year data. Subscribe for full access to 3-, 5-, 10-, 15-, and 20-year metrics. For each Portfolio Recipe, get access to investable allocations, sortable lists, and clickable scatterplots.

Maximum Drawdown vs. Annual Return
● s.mode ● Peer group ● All other recipes ● S&P 500 (SPY) ● U.S. Bonds (BND) ● Balanced (60% Equity / 40% Bonds)
Downside Deviation vs. Annual Return
● s.mode ● Peer group ● All other recipes ● S&P 500 (SPY) ● U.S. Bonds (BND) ● Balanced (60% Equity / 40% Bonds)
Standard Deviation vs. Annual Return
● s.mode ● Peer group ● All other recipes ● S&P 500 (SPY) ● U.S. Bonds (BND) ● Balanced (60% Equity / 40% Bonds)
 
Risk vs. Return Compass*
  1 year 3 year 5 year 10 year 15 year 20 year
s.mode risk vs. 60/40 Better Worse Better Worse Worse
s.mode return vs. 60/40 Worse Worse Worse Worse Worse
Risk-Return Quadrant
SW SE SW SE SE
Risk-Return Direction 206° 176° 186° 175° 168°
Risk-Return Magnitude 0.6 2.2 1.6 2.0 1.9
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
* compares s.mode to s.6040 on the scatterplot "Downside Deviation vs. Annual Return"
M-squared
  1 year 3 year 5 year 10 year 15 year 20 year
s.mode -0.1% -6.6% -6.9% -4.9% -3.8%  
Peer Group* average
60% Equity / 40% Bonds 0.1% -3.6% -4.8% -2.0% -0.7% 0.4%
Global Equities (ACWI) 2.0% -1.4% -1.8% -3.2% -4.0%  
U.S. Equities (SPY) 0.0% 0.0% 0.0% 0.0% 0.0% 0.0%
U.S. Bonds (BND) 0.3% -14.6% -22.7% -12.3% -8.7% -4.1%
Ranking: Peer Group* Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group
Ranking: All Recipes Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All
* Peer Group is Strategic: DIY
s.talg 17.7647792059248% -1.03672146586997% -1.05071933242691% -0.693123288653593% -1.6282317753162% 0.575418640832082%
s.tals -4.05989807500011% -10.2635176222951% -8.32882773171138% -6.68351204588738% -5.35621277842512% -3.39250383286808%
s.talb 1.01641273145707% -8.09152126355454% -7.35486085567854% -4.55709935490767% -2.94816319719374% -1.83829973835599%
s.talc 0.348173003056861% -8.70457754974458% -7.67144642629125% -4.43117874677286% -2.84986008189751% -1.51650869314927%
s.wors 9.52782779796964% -23.6730866242234% -18.7106631980925% -14.0161533195789% -16.2299495916045% 0%
s.talm 10.6043351324871% -3.20536200034671% -2.02501805459969% -1.62001744877113% -2.32717570609151% 0%
s.swan -1.9953669369954% -7.01664547206499% 1.31100665654009% -6.1593738720678% -9.60520411476117% 0%
s.plus 23.5600133310989% -0.894974883275674% -7.0948694331859% -0.602594154383365% -0.562322120587025% 2.95200167915664%
s.noeq 11.6893190715552% -8.13004970695227% -11.3976288137236% -5.69678090613498% -4.95538793930721% -0.903462117789958%
s.ivyp -1.23136933708283% -9.96502786811455% -3.77818641149851% -5.37901482828106% -5.30401696043387% 0%
s.dali 2.61921899062402% -10.4295846877033% -9.90451183118562% -5.52431283918262% -3.72368525670904% 0%
s.brow 17.0309113531509% -3.69153770734048% -8.82947906777573% -2.36690170909021% -1.6553555970204% 2.16928910805308%
s.yale 1.30129279269818% -8.49666897914622% -8.14516102708041% -5.19583018035792% -3.50355025068981% -1.98685841885819%
s.seco 1.2189004096854% -2.03596760898572% -2.34114942388285% -2.82259794727048% -2.77615682118001% -1.62004818863151%
s.nobr -0.751914271535788% -4.03035457907989% -4.43145381362443% -4.26857971625502% -3.59042710987315% -2.00801234593875%
s.aron -1.4420566615407% -6.93841449245704% -7.02909465668821% -5.25179120139933% -4.05367550511053% -1.99218860350798%
s.lowv 11.6174996841114% -4.16593383366693% -5.98911171466492% -4.32486736543029% 0% 0%
s.bens 1.6157615946725% -2.82227048023457% -2.33261135985691% -3.68729287933626% -3.78678163982118% -2.04645131757219%
s.aggr -1.85772704973683% -4.76474387830582% -4.4350157091075% -5.12437463128964% 0% 0%
s.8020 -0.504652259763803% -1.96000792138361% -2.34611873053536% -1.24903711945513% -0.63318215259067% 0.0649723932855935%
s.7030 -0.197430689407186% -2.70225266593097% -3.43272015076515% -1.55102660723319% -0.636643730394988% 0.231061430630719%
s.smar -2.1222204634127% -6.3854770632521% -4.7811569895529% -4.59623970352739% -3.64641062232656% -1.82782298893841%
s.marg 2.223601697959% -5.83549301367946% -4.98675052081997% -4.41172843935635% -3.94292845718412% -2.25356802732545%
s.coff -3.23575453878923% -8.57805048740607% -7.66548239996829% -5.50799734998461% -3.82970264888517% -1.97527001673489%
s.buyh -1.26876372681584% -8.38239833399514% -7.18624882558441% -6.22811972703202% -5.07394622021378% -2.61568387962534%
s.swen 0.772019029207528% -8.06638377313573% -7.89885913105912% -4.9748523133772% -3.22328528463627% 0%
s.mode -0.0521338031811647% -6.57372876604516% -6.86264719134226% -4.88497793965877% -3.83581762293056% 0%
s.lazy -2.94038544978007% -7.61629315878865% -4.67239100074784% -6.41451346992728% -5.7878311411669% 0%
s.have 11.9608713943575% -2.89884750056716% -4.00675327132824% -3.37930611196099% -3.41758718202931% 0%
s.grah 0.976941706706204% -6.11640209661139% -6.06670202314526% -5.51034339544191% -4.01899496755979% 0%
s.couc 0.969281948400643% -5.75036088671959% -4.57949240381782% -2.12412160610536% -0.879069409287997% 0.152653988978946%
s.712 -4.06197841272567% -9.0790271548382% -5.03293988617226% -6.52399212678656% -6.38490251167877% 0%
s.6040 0.129978007290722% -3.60327869873242% -4.7619736629488% -1.97546896133193% -0.699355119559382% 0.383342846366029%
s.5050 0.4663626719914% -4.70273828983088% -6.40787709796538% -2.57874070833395% -0.865986133326457% 0.498757350380613%
Alpha
  1 year 3 year 5 year 10 year 15 year 20 year
s.mode 0.7% -4.7% -4.3% -3.0% -2.1%  
Peer Group* average
60% Equity / 40% Bonds 0.2% -2.6% -3.3% -1.2% -0.3% 0.4%
Global Equities (ACWI) 1.9% -1.2% -1.4% -2.8% -3.7%  
U.S. Equities (SPY) 0.0% 0.0% 0.0% 0.0% 0.0% 0.0%
U.S. Bonds (BND) 1.9% -5.6% -7.2% -2.2% -0.2% 0.7%
Ranking: Peer Group* Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group
Ranking: All Recipes Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All
* Peer Group is Strategic: DIY
s.talg 15.3018223878841% -0.116774789669213% 0.405916167701292% 0.625450274714779% 0.453620719619781% 1.95397880985656%
s.tals -2.35853567677796% -8.3812787087917% -5.69951835076211% -4.40669893163856% -3.15389086614363% -1.99915125581979%
s.talb 1.93527319044223% -6.60804021366446% -5.36310161624351% -2.83579642019453% -1.31443771864528% -0.741897788390228%
s.talc 1.87383323030383% -6.59337422812863% -5.01203953051838% -2.428508499251% -1.03552041853292% -0.375934921465376%
s.wors 8.89667274956537% -7.48528005759267% -3.77912835778401% -1.63625805199797% -1.71730799874763% 0%
s.talm 14.1042115101396% -1.50343425477137% 0.372312644666317% 0.416763635853398% 0.453910850235795% 0%
s.swan 4.24427623939279% -3.01747170422706% 5.24368746267508% -1.90587621901922% -4.80491440788016% 0%
s.plus 13.5478588109479% 0.32323826611233% -3.302878323859% 2.0501206546669% 3.21255904987288% 4.51443291245783%
s.noeq 14.3878873325662% -5.3478614684575% -6.06143941448081% -0.676166526628674% 1.42804016032319% 2.80585795590245%
s.ivyp 0.419926939041469% -7.14550003930512% -1.97634880339284% -3.17509024337164% -3.09243336641828% 0%
s.dali 2.15425614003362% -5.55505301219708% -4.5185152648672% -1.76138327847885% -0.458300270264865% 0%
s.brow 9.76931639384285% -1.29812022402699% -3.27602639702% 0.648321878591362% 1.82662238481608% 3.0203794498593%
s.yale 2.06584620428049% -7.19284489959203% -6.16590376905944% -3.39688635415441% -1.80288798193162% -0.990475763056089%
s.seco 1.13691394862352% -1.70868387206052% -1.83706040199696% -2.36303350142666% -2.33377189257547% -1.35353756994623%
s.nobr 0.263336757015018% -3.28430531094692% -3.28104841892987% -3.22450898668495% -2.68065042668038% -1.47739250119059%
s.aron -0.376391863846279% -5.59071754385007% -5.02606566647457% -3.64503100003005% -2.58647419668215% -1.18090719440594%
s.lowv 7.90506218309526% -1.12283491505999% -1.46415351066485% -1.04522933118079% 0% 0%
s.bens 1.54168295942759% -1.96999018762167% -1.36219232964177% -2.58364767436487% -2.70930934623735% -1.44232191922616%
s.aggr -0.272678915782139% -3.71310358595756% -2.8440311357403% -3.755485565918% 0% 0%
s.8020 -0.385154824059315% -1.70038508397672% -1.96668457471845% -1.01645991084991% -0.479304502406608% 0.101687638274933%
s.7030 -0.0657285996051433% -2.15194133871591% -2.62355814741603% -1.11481962610301% -0.393191252694201% 0.241638882213538%
s.smar -0.59816249347831% -4.07472882877035% -2.59633992196359% -2.68432141166995% -2.06892757315697% -1.00812747101025%
s.marg 1.90064324969833% -4.2793357282182% -3.25063161055385% -2.85143351902866% -2.44610018658473% -1.35335360424147%
s.coff -1.44420188601147% -6.35388688670746% -4.93291292935755% -3.36949912017581% -2.11829814675171% -1.03962803567943%
s.buyh 0.521679205357788% -5.45120969677155% -3.97413219275241% -3.45589323765986% -2.70136282278886% -1.3492321026556%
s.swen 1.92581002935725% -6.75818659167232% -5.89885398763789% -3.18511673515393% -1.54935871865858% 0%
s.mode 0.73479237247015% -4.65707374326213% -4.33985666891666% -2.9626083790266% -2.14766648884446% 0%
s.lazy -0.386111263465138% -5.99212448536182% -2.71111745735909% -4.45635551972792% -3.86598484789998% 0%
s.have 15.0251135211077% -0.408728511631409% -0.120512895705025% -0.130904384341502% 0.19738209380162% 0%
s.grah 2.65708786833846% -3.89265776435002% -3.15249500948828% -2.90907853425574% -1.81242419827006% 0%
s.couc 0.81532949989587% -3.90329028213953% -2.83038761787952% -1.14261763829791% -0.251266145392053% 0.34515564599851%
s.712 -1.35671513616044% -6.34501159997501% -2.72813525781876% -4.07433937282994% -4.01587065792382% 0%
s.6040 0.242495497048435% -2.61374509145107% -3.27881893054662% -1.22773749757162% -0.321825574274487% 0.360262847235837%
s.5050 0.539636391079663% -3.08547289574207% -3.93202356185645% -1.3546347668075% -0.26463650369342% 0.458118528115768%
Sharpe
  1 year 3 year 5 year 10 year 15 year 20 year
s.mode 0.63 0.05 0.34 0.36 0.53  
Peer Group* average
60% Equity / 40% Bonds 0.65 0.21 0.46 0.53 0.73 0.60
Global Equities (ACWI) 0.79 0.35 0.64 0.48 0.55  
U.S. Equities (SPY) 0.64 0.43 0.74 0.67 0.79 0.60
U.S. Bonds (BND) 0.65 -0.41 -0.58 -0.12 0.18 0.29
Ranking: Peer Group* Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group
Ranking: All Recipes Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All
* Peer Group is Strategic: DIY
s.talg 1.99401440437595 0.361262079667621 0.672399617386253 0.617091194171338 0.683511446383364 0.630962277671287
s.tals 0.318629319972958 -0.14728687448037 0.270770831014709 0.258347231027611 0.444891851725107 0.383643147668407
s.talb 0.722049530072047 -0.0241586264823453 0.324567261213824 0.384036634872586 0.593213027364413 0.476184102143009
s.talc 0.668854601935464 -0.0624303862304779 0.301688697675362 0.386674425495605 0.595297882154117 0.490906477278125
s.wors 1.37972861865578 -0.894184038569983 -0.345585729336826 -0.22454712017339 -0.298445109958732 0
s.talm 1.45161578461232 0.244711539460859 0.618123568332945 0.561699429181233 0.638603091821125 0
s.swan 0.470300151323516 0.0260772228326745 0.796679807623641 0.298349292125735 0.18193002536378 0
s.plus 2.46488655869898 0.360280132609255 0.337490631802967 0.613525538282168 0.739454270706673 0.757528764784688
s.noeq 1.53474187494763 -0.0257238277609532 0.0948969735533834 0.313147750715836 0.46749370495449 0.531041462154795
s.ivyp 0.533054788548483 -0.136088796797947 0.511546132881711 0.33095664627287 0.445070088490115 0
s.dali 0.843727925357189 -0.172045522162314 0.155348294521825 0.298670219302385 0.518348905190743 0
s.brow 1.97940226375222 0.193355666776974 0.220293029848717 0.4922342391859 0.656538497974696 0.69856522475043
s.yale 0.742625815257615 -0.0441959405148384 0.282170884770131 0.345623428202649 0.55793386096711 0.465778760361628
s.seco 0.73529682473797 0.312160725086153 0.607600051596152 0.499335315828712 0.617381761857756 0.49853013898874
s.nobr 0.576958517065722 0.202811548564493 0.491358783705785 0.408282070719336 0.561623857399058 0.46879930816937
s.aron 0.519127283225734 0.0394527176803264 0.341881043259129 0.343273424782747 0.525403606051531 0.465008084722453
s.lowv 1.55958212959215 0.15346130029551 0.360926542042697 0.371832419523371 0 0
s.bens 0.764195931560303 0.258298245174651 0.595539987019215 0.438726837229135 0.547064834847775 0.466006402239195
s.aggr 0.484684852808504 0.162301145187805 0.489588147685825 0.359163306213669 0 0
s.8020 0.600922942925427 0.314748517079485 0.60618789284566 0.588647636069917 0.745317533341255 0.594228764949713
s.7030 0.623056650542918 0.268408579383742 0.540758416341346 0.564224445378947 0.739244347370088 0.597827942691743
s.smar 0.460173741674539 0.0559341118571931 0.450742902722702 0.373496716264658 0.544257068302415 0.467443860734451
s.marg 0.812952148020186 0.0942635654510992 0.447444723712109 0.388609896098381 0.529675732977754 0.445858287011433
s.coff 0.374878790970652 -0.0575358500192676 0.299238492477964 0.320826949180498 0.532719317801642 0.458817663793248
s.buyh 0.529005263560362 -0.0521546934112655 0.318998262067633 0.272348990652834 0.451579553716221 0.417618041703826
s.swen 0.701224624707447 -0.0202852940799996 0.295873467500119 0.358804334164903 0.575447888003249 0
s.mode 0.63104180791008 0.0518847711032219 0.342814666884677 0.35837292551919 0.53357710449201 0
s.lazy 0.397339475852766 0.00187502962594942 0.470424742557129 0.276996416918144 0.420154546592756 0
s.have 1.55216814798641 0.2505176331661 0.499712633561614 0.446638293955108 0.560619412772635 0
s.grah 0.712324710570997 0.0746938423431016 0.382279417466234 0.316383943446552 0.517078904641573 0
s.couc 0.712350029839493 0.091514851130583 0.461275928624623 0.514904955907343 0.710144088371648 0.580866696683279
s.712 0.300025189411428 -0.0878623198363645 0.440936768256213 0.262535867781894 0.376162166859651 0
s.6040 0.647247549906731 0.21348045898811 0.461208742624696 0.532125921482183 0.728949943233482 0.600398372122574
s.5050 0.672650586162435 0.14797670387156 0.363433265598166 0.488923456610317 0.711381895649035 0.600360158834747
Sortino
  1 year 3 year 5 year 10 year 15 year 20 year
s.mode 0.97 0.07 0.50 0.51 0.79  
Peer Group* average
60% Equity / 40% Bonds 1.04 0.30 0.67 0.78 1.11 0.87
Global Equities (ACWI) 1.30 0.51 1.00 0.71 0.82  
U.S. Equities (SPY) 1.06 0.64 1.17 1.02 1.24 0.88
U.S. Bonds (BND) 1.04 0.30 0.67 0.78 1.11 0.87
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
* Peer Group is Strategic: DIY
s.talg 3.6500344049517 0.516537501459268 1.02157118968654 0.94122875247104 1.07416499258227 0.936241088347232
s.tals 0.510728098450313 -0.206041348179988 0.399956382090696 0.364271696013441 0.653199995644149 0.542683030870848
s.talb 1.11475943429042 -0.0330795967438521 0.465595931130685 0.545472686658961 0.880986854673947 0.673969425950176
s.talc 1.03860495280215 -0.0846300258987005 0.435086804477695 0.551970856868065 0.891218522390572 0.700592505045776
s.wors 2.70827348126595 -0.987217713580326 -0.418896507484484 -0.304702398055396 -0.414830095618952 0
s.talm 2.44924714210639 0.344581916043494 0.940532859180882 0.848417521507713 0.992783623191824 0
s.swan 0.889647985718113 0.0375327041799115 1.35395282585358 0.449223163021745 0.262403255433098 0
s.plus 5.24549540047631 0.533810196206582 0.490496719421625 0.963467387687053 1.20485283663269 1.21642579828331
s.noeq 2.51872827399684 -0.0356645668422585 0.134105669253483 0.467523035387933 0.72064763170813 0.801552547370816
s.ivyp 0.7809454338722 -0.17529289624934 0.754974650619468 0.46076480432629 0.641859297895051 0
s.dali 1.29842393398555 -0.217941130323189 0.209686090638678 0.411956022413823 0.743785246763287 0
s.brow 3.41583346000321 0.271672840551056 0.31059825258643 0.751726123011586 1.0461144754647 1.10321688154181
s.yale 1.11338265764646 -0.0594833194631249 0.399468144000392 0.487071553561333 0.82349336107204 0.654695233336871
s.seco 1.18770646678823 0.451078415226758 0.937417849890271 0.730644703407713 0.933348084953034 0.714708128397563
s.nobr 0.93206289448197 0.292712353433768 0.755966622341322 0.590067358440577 0.84550571128777 0.673146899807259
s.aron 0.785041234016425 0.0541908118747044 0.49755639203967 0.488009375303285 0.778913835882719 0.660488024994903
s.lowv 2.6580709738953 0.202631910121717 0.504029258226236 0.516639724961181 0 0
s.bens 1.21045882077507 0.365253838144329 0.912192924955319 0.635327701918955 0.817268815368824 0.665891277225061
s.aggr 0.768303022185097 0.234294873863768 0.756355161272032 0.525153017535954 0 0
s.8020 0.967233906808154 0.457945028014665 0.923335004526679 0.874757086583666 1.14935917934787 0.866213628915952
s.7030 1.00319502553354 0.384803132593709 0.807027696887312 0.832222012248574 1.1345556931737 0.870234372792691
s.smar 0.716396305988407 0.0769664948734044 0.673586228433902 0.527456749532818 0.799521673457502 0.661682644711624
s.marg 1.3161903484212 0.126209987123887 0.64662112743838 0.55005310335852 0.779778627269912 0.626462726229286
s.coff 0.563317246961753 -0.0784198375081517 0.433049135829784 0.450228493219198 0.780850823931215 0.648930405476278
s.buyh 0.790266637218149 -0.0695411181367961 0.463223639340473 0.381231311501047 0.660373315204928 0.590025740877128
s.swen 1.03999782884579 -0.0275892884928115 0.421342933324649 0.507366478004473 0.853869347978388 0
s.mode 0.972978476623138 0.0713602086500329 0.495082759728014 0.50809968687999 0.788734034778542 0
s.lazy 0.556586027865501 0.00249176913490369 0.691315577463545 0.387806151398564 0.608035118644923 0
s.have 2.7608933658779 0.345378555118798 0.734729813985656 0.64219222928533 0.834198752617428 0
s.grah 1.10311157436622 0.10148005871049 0.55818816306285 0.441856543207931 0.754271015444103 0
s.couc 1.15319534152239 0.122988576896127 0.658053333125729 0.740488005061741 1.06737023457654 0.826800982052773
s.712 0.4346229588187 -0.115700064499729 0.645974053802916 0.363516812524137 0.538907863659784 0
s.6040 1.03840179416956 0.301063155318438 0.67270093156341 0.77746183370732 1.11091212324527 0.871987779254472
s.5050 1.06815196674318 0.204941342673792 0.516743944065143 0.70574347042712 1.07287532436888 0.868736359160426
Treynor
  1 year 3 year 5 year 10 year 15 year 20 year
s.mode 16.1 7.3 10.2 8.4 9.9  
Peer Group* average
60% Equity / 40% Bonds 13.6 10.0 11.8 11.0 12.7 11.2
Global Equities (ACWI) 15.3 10.8 13.9 9.0 8.8  
U.S. Equities (SPY) 11.5 11.7 15.1 11.9 12.5 9.9
U.S. Bonds (BND) 13.6 10.0 11.8 11.0 12.7 11.2
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
* Peer Group is Strategic: DIY
s.talg 49.6011540857432 13.3959552356637 16.9210575374239 13.7229885242778 13.8003808204408 13.0342172447732
s.tals 9.72266187187131 2.40906282689649 8.46384603359868 6.41338427388085 8.51335600644627 7.68394608403524
s.talb 15.9306436659849 4.74065709021282 9.07034512982714 8.64300450330216 11.1527649702947 9.3727666978862
s.talc 16.4700518545865 4.60321127174258 9.2780963099815 9.15833847572772 11.5937082063404 10.021419745207
s.wors -62.5630331526357 -7.12429155350601 6.64455569784868 38.7954329484217 50.4982636397973 0
s.talm 63.9031353675257 12.0597262694878 17.4729803401677 13.7696116880306 14.0704758308543 0
s.swan -161.512571027315 11.866287981694 32.3752090977966 9.99576148664822 4.94628967754542 0
s.plus 54.8288504955916 15.6116928167059 11.7156480493224 19.1850730696283 23.8094328853837 25.5839395594601
s.noeq 73.0326104432057 6.24308679476551 6.63394165354213 13.2623950009702 20.2162712324665 20.0849303547251
s.ivyp 17.6661171095248 3.68638833232655 13.7323438696673 8.02624026320713 8.50743544828761 0
s.dali 27.2431193130071 5.78736472283711 9.0603577010335 10.3925272117173 13.4254102169253 0
s.brow 61.4420650402223 15.1263177847192 11.6686923639574 18.2340906431451 23.0728554550392 25.9254901316155
s.yale 17.1890101751457 4.09142321767228 8.12860338918784 7.87367424817308 10.4385562668092 9.02985712543674
s.seco 14.6200425750994 10.4395823441213 13.4865976974536 9.44484277531462 10.0655119097236 8.51148841436891
s.nobr 13.984717815757 8.76667619204306 11.8213088203039 8.32039642755394 9.51143881431697 8.37431628209537
s.aron 13.4456915900021 6.00345383343291 9.49094002152668 7.60102705326394 9.41027932735655 8.76456452023116
s.lowv 106.697111853943 18.6201715688426 16.9621553722098 12.4337901640995 0 0
s.bens 18.0187417839984 10.8253724310165 14.4439497023951 9.06857249016733 9.39023319267394 8.41679569362533
s.aggr 14.3189522639799 8.32959932617119 12.3758051505936 7.65230656665538 0 0
s.8020 11.6565265447244 10.4776678919965 13.3537438140838 11.0119821744363 12.1801592906117 10.2524319420606
s.7030 12.529318399197 10.2705038367232 12.6514740778984 11.0101553945855 12.4035652457269 10.6776896344705
s.smar 14.2329312752855 8.25032937893765 12.8946787554749 8.72909532209377 9.94321540816876 9.07716076715113
s.marg 19.551589622528 7.73734816210094 11.8372702225162 8.59961097150239 9.52926707312093 8.54262481866268
s.coff 11.762826789388 4.90234019532515 9.32920156898816 7.71578455809839 9.8798149251863 9.02364240366441
s.buyh 18.4306663601454 6.0932729438092 10.5931461901239 7.3336333974179 8.80446652813191 8.56854824616668
s.swen 16.8812367281879 4.59891985773511 8.44228976383067 8.15786477283753 10.8060317119685 0
s.mode 16.1035084595391 7.25651247982126 10.1976068827352 8.35234167271669 9.85908866607368 0
s.lazy 15.1753737501727 5.46900982859534 12.5949709098163 6.51754841565451 7.74650635212754 0
s.have 136.522521604181 16.6359833577499 18.445509801326 14.0320459527154 14.4224644555434 0
s.grah 24.3861585556254 8.5260547950432 11.97286264525 8.24791317003034 10.2396327562286 0
s.couc 15.7808429521277 8.39468915598954 12.4750769101122 11.2548044253524 12.96983835332 11.518135912706
s.712 13.5544135911937 4.80789990390773 12.6427905256861 6.68519449428651 7.18629743848434 0
s.6040 13.5960053207971 10.009105991415 11.7984524712107 10.9862010913431 12.6690227649324 11.1953604664609
s.5050 14.9361609744088 9.67643676507003 10.7400819553165 10.9310411309527 12.9988919515761 11.8543291505562


  Compare: Risk & Volatility

for period ending April 30, 2025

Maximum Drawdown
  1 year 3 year 5 year 10 year 15 year 20 year
s.mode 3.1% 11.3% 21.6% 21.6% 21.6%  
Peer Group* average
60% Equity / 40% Bonds 4.5% 10.3% 20.7% 20.7% 20.7% 32.2%
Global Equities (ACWI) 4.0% 14.7% 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
* Peer Group is Strategic: DIY
s.talg 4.3% 13% 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% 13.6% 15.5% 15.5% 29.7% 0%
s.talm 5.8% 12.3% 16.7% 16.7% 16.7% 0%
s.swan 3.2% 14% 14.1% 23.8% 40.6% 0%
s.plus 2.3% 11.3% 24% 24% 24% 24%
s.noeq 5.8% 14% 24.1% 24.1% 24.1% 24.1%
s.ivyp 3.1% 14.2% 17% 18.1% 18.1% 0%
s.dali 2.2% 10.7% 17.9% 17.9% 17.9% 0%
s.brow 2.6% 8.8% 17.5% 17.5% 17.5% 17.5%
s.yale 4.2% 14.4% 25.6% 25.6% 25.6% 42.2%
s.seco 4.4% 13.6% 24.5% 24.5% 24.5% 49.2%
s.nobr 3.5% 13.1% 23.4% 23.4% 23.4% 43.3%
s.aron 4.1% 13.3% 24.3% 24.3% 24.3% 41.1%
s.lowv 3.1% 8.4% 13.2% 13.2% 0% 0%
s.bens 2.6% 12.5% 19.8% 19.8% 19.8% 45%
s.aggr 3.3% 13.3% 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% 10.2% 17.1% 17.1% 17.1% 37.6%
s.marg 2.4% 14.1% 23% 23% 23% 40.5%
s.coff 5.1% 11.4% 19.8% 19.8% 19.8% 36%
s.buyh 3.2% 11.9% 18.7% 18.7% 18.7% 35.7%
s.swen 4.3% 13.7% 25.1% 25.1% 25.1% 0%
s.mode 3.1% 11.3% 21.6% 21.6% 21.6% 0%
s.lazy 4.7% 14% 17% 21.4% 21.4% 0%
s.have 4.8% 12.6% 15.1% 15.1% 15.1% 0%
s.grah 3.7% 12.5% 18.2% 18.2% 18.2% 0%
s.couc 3% 10.9% 19.4% 19.4% 19.4% 28.7%
s.712 3.8% 12.6% 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%
Standard Deviation
  1 year 3 year 5 year 10 year 15 year 20 year
s.mode 8.0% 13.0% 12.3% 11.2% 10.7%  
Peer Group* average
60% Equity / 40% Bonds 8.8% 13.0% 12.6% 11.3% 10.5% 10.7%
Global Equities (ACWI) 9.9% 17.3% 17.3% 16.1% 16.2%  
U.S. Equities (SPY) 12.3% 18.2% 18.6% 17.3% 16.5% 16.7%
U.S. Bonds (BND) 5.2% 7.3% 6.3% 5.2% 4.6% 4.6%
Ranking: Peer Group* Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group
Ranking: All Recipes Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All
* Peer Group is Strategic: DIY
s.talg 10% 15.3% 14.9% 13.4% 13.2% 15%
s.tals 12.2% 14.7% 14% 12.8% 12.3% 14%
s.talb 10.5% 14.7% 14% 12.5% 11.7% 13.4%
s.talc 10.8% 13.7% 12.9% 11.5% 10.8% 12.2%
s.wors 5.5% 6% 5.7% 5.8% 5.5% 0%
s.talm 12.1% 15% 14.5% 13.1% 12.8% 0%
s.swan 8.8% 12.6% 13.9% 14.1% 14.1% 0%
s.plus 6.9% 13.5% 13.1% 11.3% 10.6% 10.7%
s.noeq 11.4% 14.9% 13.4% 11.9% 11.6% 12.7%
s.ivyp 7.3% 12.7% 12.9% 11.7% 11.6% 0%
s.dali 5.4% 9.6% 9% 7.7% 7.1% 0%
s.brow 6.1% 10.1% 9.3% 8% 7.6% 7.8%
s.yale 9.5% 15.2% 14.4% 12.6% 11.8% 13.1%
s.seco 9.3% 16.1% 16.1% 15% 14.7% 15.4%
s.nobr 9.5% 15.5% 15.2% 13.7% 13.4% 14%
s.aron 8.6% 14.6% 14% 12.7% 12.1% 13%
s.lowv 5.8% 7.8% 7.3% 7.2% 0% 0%
s.bens 7.4% 13.7% 13.5% 12.8% 12.8% 13.7%
s.aggr 8.4% 15.5% 15.1% 14.3% 0% 0%
s.8020 10.8% 15.7% 15.6% 14.4% 13.6% 13.9%
s.7030 9.8% 14.3% 14.1% 12.8% 12% 12.3%
s.smar 7.4% 11.6% 11.1% 10.6% 10.2% 11.1%
s.marg 7% 13.4% 12.9% 11.7% 11.4% 12.2%
s.coff 9.1% 13.3% 12.4% 11.2% 10.5% 11.4%
s.buyh 7.2% 11.9% 11.3% 10.2% 9.9% 10.9%
s.swen 10% 15.2% 14.4% 12.5% 11.8% 0%
s.mode 8% 13% 12.3% 11.2% 10.7% 0%
s.lazy 8.7% 14.5% 14% 13.2% 12.8% 0%
s.have 11% 13% 12% 10.6% 10.4% 0%
s.grah 8.2% 12.5% 11.5% 10.3% 9.7% 0%
s.couc 7.5% 11.9% 11.4% 10.1% 9.4% 9.8%
s.712 7.3% 12.5% 12.2% 11.6% 11.5% 0%
s.6040 8.8% 13% 12.6% 11.3% 10.5% 10.7%
s.5050 7.9% 11.8% 11.2% 9.9% 9% 9.2%
Downside Deviation
  1 year 3 year 5 year 10 year 15 year 20 year
s.mode 4.7% 8.3% 7.7% 7.4% 6.9%  
Peer Group* average
60% Equity / 40% Bonds 5.0% 8.1% 7.9% 7.3% 6.5% 7.1%
Global Equities (ACWI) 5.6% 10.7% 10.3% 10.5% 10.5%  
U.S. Equities (SPY) 7.1% 11.2% 11.0% 10.9% 10.2% 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
* Peer Group is Strategic: DIY
s.talg 5.2% 9.6% 9% 8.2% 8% 9.8%
s.tals 7.2% 9.4% 8.7% 8.6% 8% 9.6%
s.talb 6.4% 9.6% 8.9% 8.3% 7.5% 9.1%
s.talc 6.5% 9% 8.1% 7.5% 6.8% 8.2%
s.wors 2.2% 4.5% 4% 3.7% 3.6% 0%
s.talm 7% 9.6% 8.7% 8.2% 7.9% 0%
s.swan 4% 7.8% 7.5% 9% 9.5% 0%
s.plus 2.8% 8% 8.3% 6.6% 6.1% 6.3%
s.noeq 6.7% 9.7% 8.7% 7.4% 7.1% 8.1%
s.ivyp 4.4% 8.9% 7.9% 7.9% 7.7% 0%
s.dali 2.9% 6.6% 5.9% 5% 4.6% 0%
s.brow 3.1% 6.1% 5.9% 4.7% 4.3% 4.6%
s.yale 5.9% 10.2% 9.4% 8.4% 7.6% 9%
s.seco 5.3% 10% 9.6% 9.8% 9.4% 10.4%
s.nobr 5.4% 9.7% 9% 9% 8.6% 9.4%
s.aron 5.2% 9.6% 8.8% 8.4% 7.8% 8.8%
s.lowv 2.9% 4.8% 4.4% 4.7% 0% 0%
s.bens 4.1% 8.6% 8% 8.4% 8.2% 9.3%
s.aggr 4.8% 9.6% 8.9% 9.3% 0% 0%
s.8020 6.3% 9.7% 9.5% 9.2% 8.5% 9.2%
s.7030 5.6% 8.9% 8.7% 8.2% 7.5% 8.1%
s.smar 4.3% 7.3% 6.6% 7.1% 6.6% 7.5%
s.marg 3.8% 9% 8.2% 7.8% 7.4% 8.4%
s.coff 5.6% 8.6% 7.8% 7.5% 6.8% 7.7%
s.buyh 4.3% 7.8% 6.9% 6.8% 6.4% 7.4%
s.swen 6.3% 10.1% 9.3% 8.3% 7.5% 0%
s.mode 4.7% 8.3% 7.7% 7.4% 6.9% 0%
s.lazy 5.8% 9.9% 8.7% 9% 8.5% 0%
s.have 5.7% 8.3% 7.4% 6.9% 6.6% 0%
s.grah 4.8% 8.1% 7.1% 6.9% 6.3% 0%
s.couc 4.1% 7.8% 7.3% 6.5% 5.9% 6.6%
s.712 4.6% 8.5% 7.5% 8% 7.7% 0%
s.6040 5% 8.1% 7.9% 7.3% 6.5% 7.1%
s.5050 4.5% 7.4% 7.1% 6.3% 5.6% 6.1%
Beta
  1 year 3 year 5 year 10 year 15 year 20 year
s.mode 0.57 0.71 0.67 0.65 0.65  
Peer Group* average
60% Equity / 40% Bonds 0.71 0.73 0.71 0.67 0.65 0.65
Global Equities (ACWI) 0.76 0.93 0.93 0.93 0.98  
U.S. Equities (SPY) 1.00 1.00 1.00 1.00 1.00 1.00
U.S. Bonds (BND) 0.71 0.73 0.71 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
* Peer Group is Strategic: DIY
s.talg 0.462353991659039 0.736038543766942 0.719729192940216 0.675849617249941 0.667743280087734 0.735782965429834
s.tals 0.776696838927109 0.779524205061058 0.724975613701429 0.702093695125829 0.695185474752897 0.758738700027083
s.talb 0.715890099715105 0.804757496353123 0.760274134139222 0.697777285677449 0.668505844973409 0.733883087499539
s.talc 0.667350069461438 0.738574862310705 0.689228180795364 0.63492543984171 0.609668879183385 0.665897620157742
s.wors -0.188744383420957 0.168126398712805 0.119685515630359 0.0107483338556207 -0.0132100074580112 0
s.talm 0.324496982075627 0.663577954898714 0.641062011747729 0.613498911032856 0.602176176769947 0
s.swan -0.0505103929059662 0.405546623752198 0.411321167062885 0.519401218729866 0.56524534809535 0
s.plus 0.374690883346855 0.605399146121611 0.585411202600818 0.431252838729884 0.35340830121124 0.347377627092507
s.noeq 0.283775508144191 0.60284455749141 0.545069150054519 0.379800380164343 0.295528993317631 0.364639049934217
s.ivyp 0.451160677961449 0.694080458143283 0.6694698418117 0.649617934573897 0.671905962399859 0
s.dali 0.321801668578599 0.507551187214598 0.470012181310567 0.389816049928905 0.352904058684772 0
s.brow 0.259243686838426 0.451577620047457 0.419518755911265 0.312014528470043 0.257599374915269 0.255344962755815
s.yale 0.638398403754729 0.830677317063874 0.78272192820852 0.709652864640553 0.680923156495144 0.73878757822195
s.seco 0.734867665160612 0.884155273889252 0.873321096847763 0.881389824099944 0.900886172531126 0.921162514168488
s.nobr 0.67448967512634 0.841649430933605 0.81419525286604 0.800230647471011 0.816883644690101 0.831908042211566
s.aron 0.629924806233831 0.802570290637873 0.753381377409464 0.733251439814571 0.7245026720537 0.754147483751336
s.lowv 0.122525955638192 0.335901861466553 0.337190442791834 0.358199860468425 0 0
s.bens 0.540545652951625 0.745008330428827 0.72575050384886 0.750568166279186 0.780507002039644 0.813318386567343
s.aggr 0.566789053191037 0.80841633003374 0.776121154681243 0.798619398582568 0 0
s.8020 0.88363647389218 0.877782214934903 0.863302537484109 0.849704059155805 0.841782409366363 0.8409134241191
s.7030 0.798074873048549 0.80632416924763 0.786072804456808 0.761125189078308 0.747330689971941 0.745255408992282
s.smar 0.527166345531305 0.638801923614541 0.603577055814281 0.620849533894762 0.629330687522546 0.660840222599762
s.marg 0.502374129097965 0.7379656175239 0.70461862757657 0.686665124215805 0.694325250627325 0.717993807893775
s.coff 0.62821195837473 0.726930568861439 0.672766792480828 0.646316185667902 0.635887504576581 0.667063661936153
s.buyh 0.429412645541069 0.635200073921108 0.595480768654283 0.584156893511653 0.595909027279367 0.630796127045299
s.swen 0.644258421760868 0.823776368725877 0.776666558860704 0.703916232871159 0.674541848411802 0
s.mode 0.566337806807186 0.707853152686145 0.667861998376008 0.649208622167373 0.646936866101829 0
s.lazy 0.491239741910233 0.775774330396313 0.714012303031023 0.738211346341475 0.745214970165879 0
s.have 0.149334699641238 0.472057202808784 0.467975753289147 0.441273415157482 0.450965378261458 0
s.grah 0.404790620692723 0.641726691214586 0.593661094567844 0.576530032489774 0.564827992787574 0
s.couc 0.597195205145721 0.680528357300565 0.643705514714846 0.601125677510846 0.576411184599163 0.577454470454676
s.712 0.463593665468413 0.68100787324029 0.634880281440534 0.658306419418581 0.680547201927427 0
s.6040 0.712513272204919 0.734866123560357 0.708843071429507 0.672546319000812 0.652878970577518 0.649597393865463
s.5050 0.626951671361289 0.663408077873085 0.631613338402206 0.583967448923315 0.558427251183095 0.553939378738645


  Compare: Correlation

for period ending April 30, 2025

  1 year 3 year 5 year 10 year 15 year 20 year
to Global Stocks (ACWI) 0.93 0.98 0.98 0.97 0.97
to S&P500 (SPY) 0.84 0.93 0.93 0.94 0.94
to U.S. Bonds (BND) 0.82 0.86 0.80 0.62 0.48
to Commodities (DBC) -0.25 0.30 0.28 0.39 0.48
to Gold (GLD) -0.16 0.30 0.25 0.21 0.21


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