Lazy Portfolio: Second Grader's Starter
for period ending June 30, 2025
Quick Links

Overview
s.seco 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: Second Grader's Starter gives investors access to an easy-to-implement, fixed allocation portfolio that uses a high equity approach. This portfolio recipe uses mutual funds and implements a Strategic Asset Allocation based on a high-equity approach which uses a 90% 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: Second Grader's Starter 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
For step-by-step instructions on buying the underlying funds, see the article "How to Invest"
Recipe ingredients, updated June 30, 2025 and used for July 2025 allocation:
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Compare: Total Return
for period ending June 30, 2025
5-year graph
●
s.seco
●
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.seco |
7.7% |
4.2% |
14.9% |
15.9% |
12.5% |
9.8% |
11.0% |
8.5% |
Peer Group* average |
|
|
|
|
|
|
|
|
60% Equity / 40% Bonds |
5.1% |
3.7% |
11.6% |
12.3% |
9.1% |
8.6% |
9.7% |
7.8% |
Global Equities (ACWI) |
10.3% |
4.8% |
16.3% |
17.3% |
13.7% |
10.2% |
10.7% |
|
U.S. Equities (SPY) |
6.1% |
5.1% |
14.9% |
19.6% |
16.6% |
13.5% |
14.7% |
10.6% |
U.S. Bonds (BND) |
4.0% |
1.5% |
6.1% |
2.5% |
-0.8% |
1.8% |
2.2% |
3.0% |
Ranking: Peer Group* |
Rank: Group |
Rank: Group |
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Rank: Group |
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Rank: Group |
Rank: Group |
Rank: Group |
Ranking: All Recipes |
Rank: All |
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Rank: All |
s.talg |
11.0837025753961% |
2.08544017828987% |
22.4205757759872% |
15.1479383927046% |
12.2609561886087% |
10.3464504094424% |
10.3548895466956% |
9.94294700053866% |
s.tals |
1.12307808536543% |
2.26370312619113% |
8.37644431898612% |
6.10507895718755% |
6.39677677669155% |
5.36115904534504% |
7.16923782385834% |
6.06396955124793% |
s.talb |
3.99043178255156% |
2.45614609524337% |
10.7611387726418% |
8.39829257783735% |
7.30298286810247% |
7.12098387603823% |
8.66513441023555% |
7.21734219930161% |
s.talc |
3.74454487817175% |
2.08886544553256% |
10.7348440858348% |
7.18996156050784% |
6.72264877272599% |
6.76650418923366% |
8.11051540552265% |
7.02084117441841% |
s.wors |
6.91685280964494% |
0.298657799239742% |
11.6328927169804% |
0.506246108506958% |
0.460588249642946% |
0.891474416757521% |
-0.477876552252676% |
0% |
s.talm |
10.4354607443734% |
0.853413012086132% |
20.2489934729643% |
11.6009922066397% |
10.9980717554725% |
9.28913211513891% |
9.33654849585464% |
0% |
s.swan |
12.1777932159074% |
2.16570818849537% |
13.1056048510944% |
9.41319634219839% |
12.9167289959514% |
6.29408403534921% |
3.95823325675719% |
0% |
s.plus |
11.7392537937378% |
3.15628267254972% |
19.4360522763108% |
14.0062573478792% |
7.21437838015051% |
9.44730670339942% |
9.04277549513239% |
9.31873791464448% |
s.noeq |
10.0053909469393% |
1.25262690670915% |
16.7607382326905% |
6.73435102767119% |
3.51721249108146% |
5.8793451604545% |
6.22003688167925% |
7.45275477061011% |
s.ivyp |
6.66678531907623% |
3.14182703272206% |
9.98477069769073% |
6.99030760964325% |
9.29061356904273% |
6.41613456355405% |
7.07163604907874% |
0% |
s.dali |
5.95234626709653% |
2.50349905332916% |
9.26144278545957% |
6.37126684960925% |
4.355549820295% |
4.97989698080352% |
5.42143757925138% |
0% |
s.brow |
9.21086077683153% |
2.20435719814642% |
15.2079731873298% |
9.74941075089306% |
5.23902651977239% |
6.54408376065898% |
6.42935101297668% |
6.97180859468907% |
s.yale |
6.35986586537847% |
2.86595553352688% |
11.4521790210532% |
8.49482710622837% |
6.78470990656805% |
6.8158621318184% |
8.35369502813899% |
7.07485098607115% |
s.seco |
7.74200081553851% |
4.19591106705375% |
14.8639294447247% |
15.8765193146211% |
12.5273653276262% |
9.82001569794773% |
10.9563960533376% |
8.49887480846712% |
s.nobr |
7.91826449858346% |
3.3525% |
13.3579351396414% |
12.9481331158739% |
10.0692428410548% |
7.88984542321087% |
9.37380159700738% |
7.49288048722767% |
s.aron |
7.20810656870243% |
3.76632592225448% |
12.3317923647186% |
10.4390529626544% |
7.61118863755166% |
6.89487031824798% |
8.26807705299601% |
7.12225015025154% |
s.lowv |
8.05548748900529% |
0.806090226083929% |
12.1224835274506% |
8.14682965448044% |
5.86689751899581% |
5.22399452650675% |
0% |
0% |
s.bens |
8.99362554287515% |
3.71950681502362% |
13.1143566391511% |
13.4146619637927% |
11.2010993895969% |
8.20302132497295% |
8.98349776820771% |
7.41409960934736% |
s.aggr |
8.36571414496503% |
3.79325535330581% |
12.9692685665698% |
12.3923433582256% |
9.77553005952903% |
7.54285483450572% |
0% |
0% |
s.8020 |
5.35361300255988% |
4.43412450250948% |
13.3624669644526% |
15.6557666376545% |
12.4980534890374% |
10.7739177714857% |
12.0698336709703% |
9.24450485568944% |
s.7030 |
5.23274704007084% |
4.06948815365918% |
12.4885253547637% |
13.9937351364056% |
10.8172374624935% |
9.68967551413895% |
10.8715761011869% |
8.53995176237243% |
s.smar |
5.07750978152053% |
2.68147776676344% |
10.5356394169605% |
9.41986482337622% |
8.21809816100765% |
6.45298195335013% |
7.55784467260401% |
6.44302873499214% |
s.marg |
7.96970532874497% |
3.23121627133046% |
12.5069967321776% |
11.1784434515552% |
8.80537599824696% |
7.16051381615213% |
8.03015290627771% |
6.70345339781477% |
s.coff |
3.97052076802671% |
2.737% |
9.44080293285203% |
7.64837788822545% |
6.74640982358461% |
6.01149382255441% |
7.48835115502662% |
6.40753816801021% |
s.buyh |
7.0953098034765% |
2.5678% |
10.7256497654884% |
7.82378990486476% |
6.73889182302601% |
5.33743624334688% |
6.43685646595322% |
5.84413728232365% |
s.swen |
6.8811692574211% |
2.98732640680153% |
11.2768924991175% |
8.70453751982994% |
6.99741829765212% |
6.99788881167664% |
8.52074518155592% |
0% |
s.mode |
6.28130618081579% |
3.38823388875863% |
11.3470579823399% |
9.63604002140102% |
7.23798770549702% |
6.62393404984458% |
7.65674407635675% |
0% |
s.lazy |
7.23240047643703% |
3.15325829637581% |
9.99494722684366% |
8.80130067646745% |
9.56760274715163% |
6.13865280399386% |
7.16354236884371% |
0% |
s.have |
15.0819779055901% |
1.30110295915835% |
21.7484030928477% |
11.0470186197826% |
8.85529496966486% |
7.24647635023328% |
7.37760419334532% |
0% |
s.grah |
8.00762558367352% |
2.15861581059072% |
11.7421449273913% |
9.02842126687355% |
7.36773018966468% |
5.77558921574721% |
6.84345446149504% |
0% |
s.couc |
5.297844763466% |
3.050937773114% |
10.4964224747292% |
10.4721474278159% |
8.62895637183689% |
7.86109874625989% |
8.68623834192388% |
7.14787722623733% |
s.712 |
6.34387227339246% |
3.37279175580845% |
9.83071345863566% |
7.72040763732786% |
8.36969262994542% |
5.64529331730876% |
6.2519412653971% |
0% |
s.6040 |
5.09967287530295% |
3.70485180480888% |
11.6043213061762% |
12.3366813030014% |
9.13992856401529% |
8.59202851931187% |
9.66307584781716% |
7.81426093449786% |
s.5050 |
4.95442498581284% |
3.34021545595858% |
10.7101557972302% |
10.6849630807683% |
7.46658759796464% |
7.48160690944104% |
8.44493342816806% |
7.06801704086193% |
|
|
|
|
|
|
s.seco |
16.9% |
17.5% |
-17.8% |
20.5% |
17.6% |
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 |
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 June 30, 2025
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Maximum Drawdown vs. Annual Return
●
s.seco
●
Peer group
●
All other recipes
●
S&P 500 (SPY)
●
U.S. Bonds (BND)
●
Balanced (60% Equity / 40% Bonds)
Downside Deviation vs. Annual Return
●
s.seco
●
Peer group
●
All other recipes
●
S&P 500 (SPY)
●
U.S. Bonds (BND)
●
Balanced (60% Equity / 40% Bonds)
Standard Deviation vs. Annual Return
●
s.seco
●
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.seco |
2.9% |
-2.5% |
-2.9% |
-2.9% |
-3.0% |
-1.7% |
Peer Group* average |
|
|
|
|
|
|
60% Equity / 40% Bonds |
-0.4% |
-5.0% |
-5.3% |
-2.1% |
-1.1% |
0.3% |
Global Equities (ACWI) |
3.7% |
-1.7% |
-2.3% |
-3.0% |
-4.2% |
|
U.S. Equities (SPY) |
0.0% |
0.0% |
0.0% |
0.0% |
0.0% |
0.0% |
U.S. Bonds (BND) |
-6.5% |
-20.7% |
-24.3% |
-13.0% |
-11.1% |
-4.7% |
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 |
s.talg |
16.2859511382245% |
-2.57611170913571% |
-2.35332122343982% |
-1.03757178200714% |
-2.61813763954293% |
0.196140774149745% |
s.tals |
-6.27924546398795% |
-13.3856202012642% |
-9.51208813329057% |
-7.36926239644191% |
-6.11453634672177% |
-3.92181005765418% |
s.talb |
-2.33509546961669% |
-10.7258690230043% |
-8.35302212920939% |
-4.88882756379961% |
-3.71478743573389% |
-2.24673799943165% |
s.talc |
-2.67803956607129% |
-12.0113382718357% |
-8.78323616497636% |
-4.88039867411349% |
-3.77839360369361% |
-1.91354142781304% |
s.wors |
6.19647021807967% |
-27.9367010218449% |
-22.1442058010652% |
-15.1669396487649% |
-18.5150508901593% |
0% |
s.talm |
8.41968222639225% |
-6.92026244603466% |
-3.70818702994218% |
-2.24369431255631% |
-3.64353939882134% |
0% |
s.swan |
2.51424606045454% |
-8.43645734613512% |
-0.533526296979401% |
-6.59761422815199% |
-10.6164348466769% |
0% |
s.plus |
21.6047813915091% |
-2.91828448385055% |
-8.16623913854483% |
-0.661561615483764% |
-2.20422289247421% |
2.68647457990097% |
s.noeq |
4.69651023449196% |
-12.6737017481041% |
-13.078516257958% |
-6.32064340177901% |
-7.05898641777876% |
-1.56969846708141% |
s.ivyp |
-1.06771554134316% |
-12.1147850763029% |
-5.13787968686124% |
-5.52377973324746% |
-5.84753947404363% |
0% |
s.dali |
0.791945558001631% |
-12.5870742004234% |
-11.5542642198239% |
-5.68338836362127% |
-5.02210020311801% |
0% |
s.brow |
14.0063227666332% |
-6.88132984441646% |
-10.0040176061813% |
-2.66735797120938% |
-3.43228721841689% |
1.78677381433912% |
s.yale |
-0.62763807613924% |
-10.7197789779066% |
-9.13129805491615% |
-5.36589366519437% |
-4.23567810130254% |
-2.32121357977561% |
s.seco |
2.86388035788619% |
-2.52099655690189% |
-2.93890789643843% |
-2.88090673659921% |
-2.97571135274059% |
-1.70986994215304% |
s.nobr |
1.43529169897685% |
-5.57428495914101% |
-5.34669498850169% |
-4.53828469323742% |
-3.99779574826166% |
-2.21289066934611% |
s.aron |
0.49446372176147% |
-8.25463300804438% |
-7.96111494491205% |
-5.3409659829925% |
-4.54646384342571% |
-2.20147935071217% |
s.lowv |
7.55622234046993% |
-8.34203478271936% |
-7.63601105268604% |
-4.71783829952318% |
0% |
0% |
s.bens |
3.32026116809737% |
-3.84316021049236% |
-2.92225278950908% |
-3.6786757092494% |
-4.05334972281426% |
-2.20255430031058% |
s.aggr |
1.53655312627015% |
-6.29278089316783% |
-5.63959803511595% |
-5.20650746164602% |
0% |
0% |
s.8020 |
-0.373716331852043% |
-2.58135039477261% |
-2.70180474306046% |
-1.342146215461% |
-0.797597710110638% |
-0.0297288042026587% |
s.7030 |
-0.333642407871942% |
-3.66223519943513% |
-3.85698074088324% |
-1.6486606090267% |
-0.896695897164227% |
0.123043298739415% |
s.smar |
-0.402196969248386% |
-8.26017425550348% |
-5.73491617259221% |
-4.89313016645323% |
-4.09459196098559% |
-2.09720330064261% |
s.marg |
3.63670269358077% |
-6.62327741855024% |
-5.89980207346745% |
-4.49064260782196% |
-4.38714435740282% |
-2.37888438426421% |
s.coff |
-3.54411620083405% |
-11.3396848518827% |
-8.5924451755144% |
-5.86311374970657% |
-4.48196151867917% |
-2.32242124254758% |
s.buyh |
0.564482477572325% |
-10.7603484940835% |
-8.17050304909207% |
-6.46669031605242% |
-5.68111147631% |
-2.89286026979075% |
s.swen |
-1.34969066239453% |
-10.4996370046785% |
-8.86169117825583% |
-5.10170844001759% |
-3.97525791467182% |
0% |
s.mode |
0.20626366873382% |
-8.65434101478148% |
-7.84450176977608% |
-4.9943486839148% |
-4.4221155787747% |
0% |
s.lazy |
-2.53396102346606% |
-10.0824606867929% |
-5.44644294900375% |
-6.53144104171021% |
-6.40920283287273% |
0% |
s.have |
16.1947100909373% |
-6.56184207215172% |
-5.22624892054759% |
-3.56183263793286% |
-4.57530206860538% |
0% |
s.grah |
1.57082981093536% |
-9.13793046732244% |
-7.28138508573825% |
-5.78640848890362% |
-4.79548628366399% |
0% |
s.couc |
-0.193202179609404% |
-6.86232671947437% |
-5.2996324443347% |
-2.26238998577584% |
-1.39431384300298% |
-0.014601984923388% |
s.712 |
-1.81205663307887% |
-11.0656166370482% |
-6.1109946658455% |
-6.62539351338467% |
-6.92553410304744% |
0% |
s.6040 |
-0.350659985477353% |
-4.96222691448408% |
-5.26979574972711% |
-2.08116408565825% |
-1.07911041739036% |
0.25762352598235% |
s.5050 |
-0.47183530506218% |
-6.53862317914918% |
-7.01941789297646% |
-2.69943595561215% |
-1.40053683086401% |
0.34857637527522% |
|
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
s.seco |
2.4% |
-2.0% |
-2.4% |
-2.4% |
-2.5% |
-1.4% |
Peer Group* average |
|
|
|
|
|
|
60% Equity / 40% Bonds |
-0.0% |
-3.5% |
-3.6% |
-1.3% |
-0.6% |
0.3% |
Global Equities (ACWI) |
3.4% |
-1.2% |
-1.9% |
-2.6% |
-3.8% |
|
U.S. Equities (SPY) |
0.0% |
0.0% |
0.0% |
0.0% |
0.0% |
0.0% |
U.S. Bonds (BND) |
0.4% |
-7.3% |
-7.6% |
-2.1% |
-0.6% |
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 |
14.0185863320257% |
-0.352781093782724% |
-0.513652137719824% |
0.518522521447377% |
-0.0382465561988408% |
1.67275806289201% |
s.tals |
-3.20937600963016% |
-10.3467936585461% |
-6.47229373171471% |
-4.79128793463038% |
-3.55143429744588% |
-2.39825522335543% |
s.talb |
-0.0337261758786127% |
-8.34474612272628% |
-6.03320913471299% |
-2.96776731808972% |
-1.72201428544563% |
-1.03133491251771% |
s.talc |
0.400746156466107% |
-8.65525790194821% |
-5.678872245416% |
-2.60697123239028% |
-1.49972751714572% |
-0.623644428617576% |
s.wors |
9.32208823239744% |
-6.89100765808871% |
-4.58795015516006% |
-1.55947005326229% |
-1.92549037016312% |
0% |
s.talm |
13.3294591089974% |
-2.88691995698141% |
-0.705854493492226% |
0.19900868913418% |
-0.172943794560538% |
0% |
s.swan |
8.02134473253635% |
-0.885475576703239% |
4.12947815228322% |
-1.83263550926808% |
-5.03515276439188% |
0% |
s.plus |
11.834922555839% |
0.0197347606403184% |
-3.91441455856662% |
2.30280981608979% |
2.63629923538365% |
4.4427493851943% |
s.noeq |
11.0867118280095% |
-7.02576376087319% |
-6.9733396073543% |
-0.59906730065984% |
0.630486014935498% |
2.46190717242684% |
s.ivyp |
0.856256479173553% |
-8.14453581872089% |
-2.87061624280205% |
-3.17396811359229% |
-3.33081789042356% |
0% |
s.dali |
1.82412734419048% |
-6.04255678761417% |
-5.2433776469558% |
-1.70786988570954% |
-0.890184208423812% |
0% |
s.brow |
8.75327179014097% |
-2.01164976297938% |
-3.73829137286613% |
0.739324996583592% |
1.34073852876448% |
2.91537323272232% |
s.yale |
1.0732221537487% |
-8.52594199453122% |
-6.86008584916169% |
-3.41774292136596% |
-2.20914599397101% |
-1.22497691030365% |
s.seco |
2.41094332199312% |
-1.95607928892616% |
-2.35298191734195% |
-2.39282552204594% |
-2.47871991734798% |
-1.42991864656163% |
s.nobr |
1.78215951884999% |
-4.21244065813028% |
-3.98824102828565% |
-3.39569350320117% |
-2.96039967240831% |
-1.63828562026315% |
s.aron |
1.06012374197422% |
-6.23811904249494% |
-5.69497640034626% |
-3.65353287668142% |
-2.8867187213176% |
-1.32887471083127% |
s.lowv |
6.92924708264728% |
-1.89868846041634% |
-2.00242154587676% |
-1.07391592288563% |
0% |
0% |
s.bens |
2.69298695031145% |
-2.43388222094828% |
-1.78068822116121% |
-2.53757963202312% |
-2.85518295434365% |
-1.56062970129115% |
s.aggr |
2.04613536866122% |
-4.36923052836697% |
-3.78228977700437% |
-3.73621411692972% |
0% |
0% |
s.8020 |
-0.242612203493442% |
-2.21497741009877% |
-2.26551833362446% |
-1.08933045377545% |
-0.609459574346957% |
0.0229276669450424% |
s.7030 |
-0.122594343572299% |
-2.87639616447905% |
-2.94273891121739% |
-1.17887357711279% |
-0.576053643080742% |
0.162573001915414% |
s.smar |
0.516440246995275% |
-4.94114960299163% |
-3.14301195889115% |
-2.82490956491087% |
-2.29818082182486% |
-1.17860329120551% |
s.marg |
2.70495079205016% |
-4.41563126360159% |
-3.87240607226332% |
-2.86153099476864% |
-2.70064702214194% |
-1.43025023838318% |
s.coff |
-1.1739890821134% |
-7.99227920502099% |
-5.48605379746716% |
-3.53101540413527% |
-2.47462789247067% |
-1.26197354446603% |
s.buyh |
1.71824471942932% |
-6.46624999828208% |
-4.52018878309689% |
-3.52638759822355% |
-2.99380708790853% |
-1.5125318172895% |
s.swen |
0.857819264662511% |
-8.31316118491438% |
-6.5717678621323% |
-3.17121178806756% |
-1.96460176755721% |
0% |
s.mode |
1.10700387772501% |
-5.83609516136424% |
-4.96618525803804% |
-2.97702553989208% |
-2.47877917677887% |
0% |
s.lazy |
0.459853877419198% |
-7.19303675811081% |
-3.20033146222979% |
-4.41511760528544% |
-4.19831098697325% |
0% |
s.have |
16.1661254483763% |
-0.70956003840916% |
-0.695753282924438% |
0.0263872408529711% |
-0.141753934751671% |
0% |
s.grah |
3.33238011729754% |
-5.17199422182138% |
-3.82015164308087% |
-2.97569583494599% |
-2.17324028217207% |
0% |
s.couc |
0.217566783163081% |
-4.49479761173453% |
-3.26239167058478% |
-1.20140854219072% |
-0.513857847033727% |
0.254995907116998% |
s.712 |
0.237308811905476% |
-7.17132234339824% |
-3.38868021977501% |
-4.05283087046758% |
-4.28362157974806% |
0% |
s.6040 |
-0.0128389225498768% |
-3.53283725101472% |
-3.61645236074455% |
-1.28182143793048% |
-0.552890395400821% |
0.281080602328221% |
s.5050 |
0.0869550381141622% |
-4.18394272637931% |
-4.28619787784417% |
-1.39754391379191% |
-0.539369314000287% |
0.379035136979664% |
|
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
s.seco |
1.03 |
0.69 |
0.62 |
0.57 |
0.73 |
0.52 |
Peer Group* average |
|
|
|
|
|
|
60% Equity / 40% Bonds |
0.80 |
0.55 |
0.48 |
0.60 |
0.83 |
0.62 |
Global Equities (ACWI) |
1.09 |
0.74 |
0.66 |
0.56 |
0.66 |
|
U.S. Equities (SPY) |
0.83 |
0.83 |
0.79 |
0.74 |
0.91 |
0.62 |
U.S. Bonds (BND) |
0.33 |
-0.34 |
-0.62 |
-0.09 |
0.15 |
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 |
1.96950537941956 |
0.683204190223369 |
0.647575114112153 |
0.666433514000472 |
0.743387035264623 |
0.630894506182555 |
s.tals |
0.373729015111874 |
0.097108147453955 |
0.255680609847156 |
0.292291376328988 |
0.51782204259002 |
0.375283528879471 |
s.talb |
0.659742595634641 |
0.245025390253868 |
0.319381209516072 |
0.437238552765934 |
0.66645140386681 |
0.475015033627921 |
s.talc |
0.635691285048663 |
0.16907417433632 |
0.290292286582911 |
0.432709719711288 |
0.658487307220014 |
0.490339932270253 |
s.wors |
1.27943724633085 |
-0.731712262272267 |
-0.479568976924281 |
-0.214999545995958 |
-0.333442595067653 |
0 |
s.talm |
1.4222027561485 |
0.4538042403053 |
0.573014631766066 |
0.595233019959547 |
0.677637484546297 |
0 |
s.swan |
1.0043799090631 |
0.358712901857666 |
0.742054194874045 |
0.3469477984017 |
0.237577821388244 |
0 |
s.plus |
2.3638910903158 |
0.659850673560359 |
0.32819378025625 |
0.679686441955611 |
0.760229731045927 |
0.763865117956261 |
s.noeq |
1.16483348409826 |
0.137871187974996 |
0.0526614098958881 |
0.349358296541659 |
0.454894520800019 |
0.513605636510308 |
s.ivyp |
0.746259056356942 |
0.157165770091449 |
0.485179199276238 |
0.396117774999182 |
0.531707663174491 |
0 |
s.dali |
0.881439665476928 |
0.113619100494461 |
0.115699425894764 |
0.362241243181609 |
0.558368834013704 |
0 |
s.brow |
1.84374949739912 |
0.428608465956597 |
0.206213933357319 |
0.545570593502306 |
0.667960798015423 |
0.697935889750276 |
s.yale |
0.782497156111038 |
0.247126746130644 |
0.278166778757275 |
0.408855187916757 |
0.633086307726666 |
0.469278805102173 |
s.seco |
1.03237784122394 |
0.69045311419428 |
0.621933744108064 |
0.567720696597769 |
0.725515825872059 |
0.517104380023801 |
s.nobr |
0.930961608171296 |
0.528049824611204 |
0.489374119336914 |
0.465535100575747 |
0.657136309017812 |
0.480404215941016 |
s.aron |
0.862789809060055 |
0.378441301053591 |
0.340544582618392 |
0.4119504823139 |
0.615752728906841 |
0.476366521850957 |
s.lowv |
1.38260846279632 |
0.3291814071247 |
0.319887329380196 |
0.420732884037844 |
0 |
0 |
s.bens |
1.06488439039565 |
0.607780291464696 |
0.610437370803569 |
0.511954545659752 |
0.651600159430555 |
0.480699458288239 |
s.aggr |
0.937699991718619 |
0.488986224980216 |
0.471765201591329 |
0.42818890036885 |
0 |
0 |
s.8020 |
0.802927194074449 |
0.687825808643152 |
0.633549564433149 |
0.653781667622885 |
0.856302316833086 |
0.611925210857842 |
s.7030 |
0.803875303076811 |
0.624200279656048 |
0.565271578453618 |
0.629545703396929 |
0.845047320916489 |
0.614736042964009 |
s.smar |
0.79629186678242 |
0.361612148972593 |
0.447077049260059 |
0.429397969372952 |
0.637844422374701 |
0.475019855802203 |
s.marg |
1.08902504463368 |
0.455657370710169 |
0.446144157377033 |
0.457046853121981 |
0.623039825350565 |
0.4625413260724 |
s.coff |
0.567994939036294 |
0.203597402572353 |
0.298313899249673 |
0.373675153353984 |
0.613143288316766 |
0.461543864069242 |
s.buyh |
0.86673078877321 |
0.226942589766264 |
0.31479701534739 |
0.332720522376967 |
0.534567902460595 |
0.424941800510085 |
s.swen |
0.730551269766578 |
0.259982054829968 |
0.29304586572105 |
0.42440806157129 |
0.649530082247402 |
0 |
s.mode |
0.841305030790433 |
0.348828897387834 |
0.338690684300991 |
0.42550633943082 |
0.618427047617348 |
0 |
s.lazy |
0.641559379145358 |
0.27610548655531 |
0.476086359285501 |
0.344643121977252 |
0.501553315092641 |
0 |
s.have |
1.96294021116084 |
0.460839411514714 |
0.480372316858657 |
0.507457200156729 |
0.609478968842753 |
0 |
s.grah |
0.940953093277697 |
0.317149796742555 |
0.364595981961386 |
0.373695385724954 |
0.58956387625242 |
0 |
s.couc |
0.809866742150113 |
0.435502590571586 |
0.470238306346307 |
0.577970236693757 |
0.800344136102443 |
0.594189386806692 |
s.712 |
0.692134065865516 |
0.213521257230834 |
0.430600766495174 |
0.331488455095101 |
0.463002000256375 |
0 |
s.6040 |
0.800923522197712 |
0.548149768298605 |
0.482091991372279 |
0.597426560392343 |
0.827885874596783 |
0.616244647077012 |
s.5050 |
0.790587271405738 |
0.456668083522402 |
0.379632154646306 |
0.553790495819963 |
0.801008070142837 |
0.614724011931879 |
|
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
s.seco |
1.86 |
1.06 |
0.96 |
0.84 |
1.12 |
0.74 |
Peer Group* average |
|
|
|
|
|
|
60% Equity / 40% Bonds |
1.35 |
0.81 |
0.71 |
0.88 |
1.28 |
0.90 |
Global Equities (ACWI) |
2.02 |
1.16 |
1.04 |
0.83 |
1.01 |
|
U.S. Equities (SPY) |
1.49 |
1.32 |
1.25 |
1.13 |
1.46 |
0.92 |
U.S. Bonds (BND) |
1.35 |
0.81 |
0.71 |
0.88 |
1.28 |
0.90 |
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 |
3.52848666379531 |
1.00842389652018 |
0.980557792906622 |
1.01923192739958 |
1.17410572345402 |
0.935865854813314 |
s.tals |
0.591982140828034 |
0.140152469219528 |
0.376827752318866 |
0.412848298094108 |
0.767005327212104 |
0.530148189978778 |
s.talb |
0.99562345336247 |
0.345970853852029 |
0.457756269033363 |
0.623009747127901 |
0.997145988214179 |
0.672170225793819 |
s.talc |
0.977604018287655 |
0.234693593765976 |
0.418070387477987 |
0.619326269686741 |
0.99179584309827 |
0.699637055342333 |
s.wors |
2.37981957175793 |
-0.827829929657332 |
-0.572235265349746 |
-0.292166551933954 |
-0.461574951628411 |
0 |
s.talm |
2.36466207785404 |
0.650688312622186 |
0.869302088542799 |
0.901011761206353 |
1.05621199748952 |
0 |
s.swan |
2.04996233118705 |
0.573795349521947 |
1.24576326672592 |
0.523493643643663 |
0.345440899699818 |
0 |
s.plus |
4.86206276335699 |
1.00374683717486 |
0.476505638014157 |
1.0725598725886 |
1.2409302499903 |
1.22783978017895 |
s.noeq |
1.90878302800976 |
0.194677968953228 |
0.0742569813921907 |
0.523947666983099 |
0.7010790843612 |
0.774067422066491 |
s.ivyp |
1.14304459486347 |
0.210961626972849 |
0.711662775723203 |
0.553795200394686 |
0.777106198569597 |
0 |
s.dali |
1.38928470616986 |
0.14932403677283 |
0.155044828607283 |
0.501924638997587 |
0.804404604193255 |
0 |
s.brow |
3.17129170738322 |
0.614014195912659 |
0.29064106342571 |
0.836629594671412 |
1.0656234601099 |
1.10251219144341 |
s.yale |
1.15922117431064 |
0.344855970064996 |
0.393540763682083 |
0.578585807854885 |
0.942631220431433 |
0.659930705241391 |
s.seco |
1.86067867031166 |
1.06448908985095 |
0.9622214870338 |
0.836819840646425 |
1.11873785164636 |
0.743649118342932 |
s.nobr |
1.55016586137001 |
0.807442583110793 |
0.75142611157706 |
0.676368646645817 |
1.00503767229041 |
0.691064100211969 |
s.aron |
1.41521169757213 |
0.547533627333103 |
0.495134754411717 |
0.589327472466038 |
0.925460394865476 |
0.677983430437404 |
s.lowv |
2.33575768454422 |
0.440267913394989 |
0.443693753385043 |
0.5858974642041 |
0 |
0 |
s.bens |
1.87881862450005 |
0.913247945692643 |
0.937806094200967 |
0.74643093682324 |
0.9920551539829 |
0.68855956581501 |
s.aggr |
1.61876099038444 |
0.747432062011601 |
0.723777978449895 |
0.62978937959038 |
0 |
0 |
s.8020 |
1.39174495232557 |
1.06129190783065 |
0.969789330679615 |
0.978743827237637 |
1.34493261903871 |
0.894829705896729 |
s.7030 |
1.37855676808073 |
0.943812757128631 |
0.84716132781311 |
0.935169988511886 |
1.31813966056256 |
0.897483830109957 |
s.smar |
1.29686040383722 |
0.522863015538886 |
0.666946511743543 |
0.609072386073125 |
0.950012563662638 |
0.673183661681337 |
s.marg |
1.87865212098295 |
0.645070142375667 |
0.644309199729876 |
0.650651348672391 |
0.931461144141691 |
0.651397827609324 |
s.coff |
0.861484567511571 |
0.288156805689757 |
0.431397594407881 |
0.526316981221956 |
0.907440400125363 |
0.653039873576093 |
s.buyh |
1.32453605470868 |
0.315718140801682 |
0.45659921458343 |
0.467850884971173 |
0.791520838860247 |
0.600993030277102 |
s.swen |
1.07198491227933 |
0.365263756023799 |
0.417134486117682 |
0.602803132848358 |
0.97196300505938 |
0 |
s.mode |
1.35713398716411 |
0.499469050503199 |
0.488630000996137 |
0.606620551956021 |
0.924905517187445 |
0 |
s.lazy |
0.925538046052916 |
0.385748961887621 |
0.700245650330034 |
0.484502279227666 |
0.734719787231933 |
0 |
s.have |
3.37501128591264 |
0.649482807717057 |
0.702999519351818 |
0.73313823721533 |
0.912340079105045 |
0 |
s.grah |
1.42798317129632 |
0.448776227914254 |
0.530571900949928 |
0.523570547645545 |
0.868581679433035 |
0 |
s.couc |
1.34362875064987 |
0.611238431726813 |
0.671485980322723 |
0.835331552165531 |
1.21613124409832 |
0.847331475868074 |
s.712 |
1.07832448198537 |
0.295847757410014 |
0.62937771005494 |
0.461274501124467 |
0.672049970699463 |
0 |
s.6040 |
1.35079945927393 |
0.810478728912173 |
0.705540858589475 |
0.878758842091321 |
1.27908064426472 |
0.897400920457002 |
s.5050 |
1.30004010744969 |
0.658944759565914 |
0.541123949103939 |
0.804423046506434 |
1.22109416887812 |
0.89161061946105 |
|
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
s.seco |
19.0 |
17.7 |
14.0 |
10.8 |
11.8 |
8.9 |
Peer Group* average |
|
|
|
|
|
|
60% Equity / 40% Bonds |
16.5 |
16.3 |
12.5 |
12.3 |
14.2 |
11.5 |
Global Equities (ACWI) |
19.8 |
18.3 |
14.5 |
10.5 |
10.6 |
|
U.S. Equities (SPY) |
14.6 |
19.2 |
16.2 |
13.2 |
14.4 |
10.3 |
U.S. Bonds (BND) |
16.5 |
16.3 |
12.5 |
12.3 |
14.2 |
11.5 |
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 |
58.6588083887437 |
20.8587997196054 |
16.8525510311647 |
14.984313267149 |
14.9530321963338 |
13.102716533307 |
s.tals |
11.8096338191374 |
7.4047205180814 |
8.47075178747612 |
7.20146098810267 |
9.8280598102789 |
7.58135659594321 |
s.talb |
17.227926111003 |
10.082907786369 |
9.27111551211926 |
9.80870232574586 |
12.4370134964439 |
9.41274845619919 |
s.talc |
18.5315524070359 |
9.32032207777979 |
9.40231950269618 |
10.2436833977671 |
12.73218747956 |
10.090300679148 |
s.wors |
-55.1554287583832 |
1.23921117605938 |
1.03847772855656 |
68.1394318595339 |
76.4892641124899 |
0 |
s.talm |
84.7189487037332 |
17.6663330823412 |
17.0620718988662 |
14.8693656005625 |
14.9301891269932 |
0 |
s.swan |
213.061784169532 |
26.902201152136 |
31.5034180786025 |
11.542151719928 |
6.41670546600196 |
0 |
s.plus |
63.646610960702 |
22.7225880769046 |
11.8442291561952 |
21.2877681358551 |
23.7454536932641 |
25.8088116611934 |
s.noeq |
141.339473766874 |
10.920928039748 |
5.97661893649306 |
15.0362007055139 |
19.3135390697602 |
19.7035674604786 |
s.ivyp |
21.6301262369198 |
9.72205579634748 |
13.5599163580259 |
9.39444577557041 |
10.0372615659546 |
0 |
s.dali |
31.3575362778945 |
12.333239410539 |
8.68376846972526 |
11.9826828250399 |
14.1360853881899 |
0 |
s.brow |
77.9764743251551 |
21.2851232961668 |
11.8270932863543 |
20.1376381896667 |
22.8650865712655 |
26.0085079338296 |
s.yale |
19.6610882114042 |
9.95580664528353 |
8.31626536210748 |
9.19458791935221 |
11.7370221416185 |
9.14491234284989 |
s.seco |
19.0350379249145 |
17.7159490733215 |
14.0070496032192 |
10.7589543298654 |
11.7809999337323 |
8.85733276544154 |
s.nobr |
19.1625408804886 |
15.2106055379369 |
12.0620335246865 |
9.4571665898932 |
11.0508177654276 |
8.61022565627136 |
s.aron |
18.4389636438003 |
12.7134366484562 |
9.7118642397877 |
8.94901325932926 |
10.8929564298013 |
8.99955148988137 |
s.lowv |
167.563344928314 |
24.4607690692424 |
16.82536077638 |
13.8631332353778 |
0 |
0 |
s.bens |
22.4429222108653 |
17.7916671167371 |
15.013653499947 |
10.4903537421606 |
11.084215287694 |
8.70121789790594 |
s.aggr |
20.4663160468295 |
15.0592002423439 |
12.2858865543428 |
9.02871001110406 |
0 |
0 |
s.8020 |
14.917234040896 |
17.4098724878097 |
14.1197891246275 |
12.2779442299863 |
13.9044653377637 |
10.5897677920266 |
s.7030 |
15.6118052721784 |
16.8968910778765 |
13.371128095332 |
12.2876654010553 |
14.042940506234 |
11.0046167909891 |
s.smar |
19.205120918704 |
14.448838148699 |
13.1676628723008 |
9.87811410562948 |
11.4743083822652 |
9.25305271188634 |
s.marg |
23.8518002056945 |
15.12248548755 |
12.0928472980621 |
9.95184322825541 |
11.0558608325851 |
8.86710219756754 |
s.coff |
15.483792046118 |
10.1470788179792 |
9.62263066890432 |
8.82630523806558 |
11.2185957443661 |
9.12403133780093 |
s.buyh |
23.9125818894516 |
12.004459654238 |
10.8362082426691 |
8.58780037988023 |
10.2164346111388 |
8.74268038045102 |
s.swen |
19.2205889146674 |
10.2147673073616 |
8.65630044106547 |
9.53137710542562 |
12.0862484963211 |
0 |
s.mode |
19.9427096231286 |
13.1292933220969 |
10.3958533212419 |
9.70148111329306 |
11.2512582824757 |
0 |
s.lazy |
19.9195287086161 |
11.3496479549629 |
13.0525492165834 |
7.91044266844986 |
9.17557116442678 |
0 |
s.have |
199.303309820939 |
24.2399718347004 |
18.5782312289539 |
15.8889069620399 |
15.5958489952752 |
0 |
s.grah |
30.2233101269724 |
14.0834687181276 |
12.0141240191144 |
9.50618597513093 |
11.5058780698399 |
0 |
s.couc |
18.2780407735093 |
15.0821972517607 |
12.9666117652583 |
12.5465026545373 |
14.4132808757907 |
11.8025504890418 |
s.712 |
19.3582160293926 |
11.0724736174809 |
12.7660042669164 |
8.08068074228417 |
8.68280048622536 |
0 |
s.6040 |
16.484171304966 |
16.2907769013923 |
12.4629411281422 |
12.2799982758272 |
14.2053402466615 |
11.5092578004169 |
s.5050 |
17.6208138008553 |
15.561929822304 |
11.3368961704194 |
12.2480633707144 |
14.4046868121175 |
12.1513495690733 |

Compare: Risk & Volatility
for period ending June 30, 2025
|
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
s.seco |
4.4% |
12.4% |
24.5% |
24.5% |
24.5% |
49.2% |
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.seco |
10.6% |
16.3% |
16.3% |
15.3% |
14.7% |
15.5% |
Peer Group* average |
|
|
|
|
|
|
60% Equity / 40% Bonds |
9.3% |
13.1% |
12.7% |
11.5% |
10.5% |
10.8% |
Global Equities (ACWI) |
11.6% |
17.5% |
17.5% |
16.4% |
16.2% |
|
U.S. Equities (SPY) |
13.7% |
18.7% |
18.9% |
17.6% |
16.5% |
16.8% |
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 |
s.talg |
9.7% |
15.1% |
14.8% |
13.4% |
13.2% |
15% |
s.tals |
12.1% |
14.8% |
14% |
12.8% |
12.2% |
14% |
s.talb |
10.2% |
14.7% |
14% |
12.5% |
11.7% |
13.4% |
s.talc |
10.6% |
13.8% |
12.9% |
11.5% |
10.8% |
12.2% |
s.wors |
5.7% |
5.7% |
5.6% |
5.8% |
5.5% |
0% |
s.talm |
11.9% |
14.9% |
14.4% |
13.1% |
12.8% |
0% |
s.swan |
8.9% |
11.8% |
13.7% |
14.1% |
14.1% |
0% |
s.plus |
6.6% |
13.5% |
13.1% |
11.4% |
10.6% |
10.7% |
s.noeq |
11.2% |
14.9% |
13.3% |
11.8% |
11.6% |
12.6% |
s.ivyp |
7.7% |
12.7% |
12.9% |
11.8% |
11.5% |
0% |
s.dali |
5.5% |
9.4% |
8.9% |
7.7% |
7.1% |
0% |
s.brow |
6% |
10% |
9.4% |
8% |
7.6% |
7.8% |
s.yale |
9.4% |
15.2% |
14.4% |
12.6% |
11.8% |
13.1% |
s.seco |
10.6% |
16.3% |
16.3% |
15.3% |
14.7% |
15.5% |
s.nobr |
10% |
15.5% |
15.2% |
13.9% |
13.4% |
14% |
s.aron |
9.6% |
14.7% |
14% |
12.8% |
12.1% |
13% |
s.lowv |
5.6% |
7.6% |
7.2% |
7.2% |
0% |
0% |
s.bens |
8.4% |
13.7% |
13.6% |
13% |
12.7% |
13.8% |
s.aggr |
9.5% |
15.6% |
15% |
14.4% |
0% |
0% |
s.8020 |
11.9% |
16% |
15.8% |
14.6% |
13.6% |
14% |
s.7030 |
10.6% |
14.5% |
14.2% |
13% |
12% |
12.3% |
s.smar |
7.9% |
11.4% |
11.2% |
10.7% |
10.2% |
11.1% |
s.marg |
7.6% |
13.2% |
13% |
11.9% |
11.4% |
12.3% |
s.coff |
9.3% |
13.2% |
12.4% |
11.2% |
10.5% |
11.4% |
s.buyh |
7.4% |
11.7% |
11.3% |
10.3% |
9.9% |
10.9% |
s.swen |
9.9% |
15.3% |
14.4% |
12.6% |
11.8% |
0% |
s.mode |
8.5% |
13% |
12.3% |
11.3% |
10.7% |
0% |
s.lazy |
9.1% |
14.1% |
14.1% |
13.3% |
12.8% |
0% |
s.have |
9.3% |
12.8% |
11.9% |
10.6% |
10.4% |
0% |
s.grah |
8% |
12.1% |
11.5% |
10.3% |
9.6% |
0% |
s.couc |
7.7% |
11.8% |
11.5% |
10.2% |
9.4% |
9.8% |
s.712 |
8.1% |
12.4% |
12.2% |
11.8% |
11.4% |
0% |
s.6040 |
9.3% |
13.1% |
12.7% |
11.5% |
10.5% |
10.8% |
s.5050 |
8.2% |
11.8% |
11.3% |
10% |
9.1% |
9.2% |
|
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
s.seco |
5.4% |
9.2% |
9.7% |
9.9% |
9.2% |
10.5% |
Peer Group* average |
|
|
|
|
|
|
60% Equity / 40% Bonds |
5.1% |
7.6% |
7.9% |
7.3% |
6.4% |
7.1% |
Global Equities (ACWI) |
5.8% |
9.8% |
10.3% |
10.6% |
10.2% |
|
U.S. Equities (SPY) |
7.2% |
10.4% |
11.1% |
11.0% |
9.9% |
11.1% |
U.S. Bonds (BND) |
3.2% |
4.7% |
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 |
5.2% |
9% |
9% |
8.2% |
8% |
9.8% |
s.tals |
7.2% |
9.1% |
8.6% |
8.6% |
7.9% |
9.6% |
s.talb |
6.3% |
9.3% |
8.9% |
8.3% |
7.4% |
9.1% |
s.talc |
6.4% |
8.8% |
8.1% |
7.5% |
6.8% |
8.2% |
s.wors |
2.5% |
4.1% |
4% |
3.7% |
3.6% |
0% |
s.talm |
6.9% |
9.3% |
8.6% |
8.1% |
7.8% |
0% |
s.swan |
3.8% |
6.1% |
7.4% |
9% |
9.4% |
0% |
s.plus |
2.8% |
7.7% |
8.3% |
6.6% |
6.1% |
6.3% |
s.noeq |
6.5% |
9.4% |
8.6% |
7.3% |
7.1% |
8.1% |
s.ivyp |
4.5% |
8.3% |
7.9% |
8% |
7.6% |
0% |
s.dali |
2.9% |
6% |
5.9% |
5% |
4.5% |
0% |
s.brow |
3.1% |
5.9% |
5.9% |
4.7% |
4.3% |
4.6% |
s.yale |
5.9% |
9.8% |
9.4% |
8.4% |
7.5% |
9% |
s.seco |
5.4% |
9.2% |
9.7% |
9.9% |
9.2% |
10.5% |
s.nobr |
5.6% |
8.8% |
9% |
9.1% |
8.4% |
9.4% |
s.aron |
5.4% |
8.9% |
8.8% |
8.5% |
7.6% |
8.8% |
s.lowv |
2.9% |
4.6% |
4.4% |
4.7% |
0% |
0% |
s.bens |
4.3% |
7.8% |
8% |
8.5% |
8% |
9.3% |
s.aggr |
5% |
8.8% |
8.9% |
9.3% |
0% |
0% |
s.8020 |
6.4% |
9.1% |
9.5% |
9.3% |
8.3% |
9.3% |
s.7030 |
5.7% |
8.3% |
8.7% |
8.3% |
7.3% |
8.1% |
s.smar |
4.4% |
6.7% |
6.6% |
7.1% |
6.5% |
7.5% |
s.marg |
3.9% |
8.1% |
8.2% |
7.8% |
7.2% |
8.4% |
s.coff |
5.7% |
8.1% |
7.8% |
7.5% |
6.7% |
7.7% |
s.buyh |
4.4% |
7.2% |
6.9% |
6.8% |
6.3% |
7.4% |
s.swen |
6.3% |
9.7% |
9.3% |
8.4% |
7.4% |
0% |
s.mode |
4.8% |
7.9% |
7.7% |
7.5% |
6.8% |
0% |
s.lazy |
5.9% |
8.9% |
8.8% |
9% |
8.4% |
0% |
s.have |
5% |
7.9% |
7.3% |
6.8% |
6.6% |
0% |
s.grah |
4.9% |
7.4% |
7% |
6.9% |
6.2% |
0% |
s.couc |
4.1% |
7.3% |
7.3% |
6.6% |
5.8% |
6.6% |
s.712 |
4.7% |
7.7% |
7.5% |
8% |
7.5% |
0% |
s.6040 |
5.1% |
7.6% |
7.9% |
7.3% |
6.4% |
7.1% |
s.5050 |
4.5% |
7% |
7.1% |
6.4% |
5.5% |
6.1% |
|
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
s.seco |
0.76 |
0.88 |
0.87 |
0.88 |
0.90 |
0.92 |
Peer Group* average |
|
|
|
|
|
|
60% Equity / 40% Bonds |
0.68 |
0.74 |
0.71 |
0.67 |
0.66 |
0.65 |
Global Equities (ACWI) |
0.81 |
0.93 |
0.92 |
0.93 |
0.98 |
|
U.S. Equities (SPY) |
1.00 |
1.00 |
1.00 |
1.00 |
1.00 |
1.00 |
U.S. Bonds (BND) |
0.68 |
0.74 |
0.71 |
0.67 |
0.66 |
0.65 |
Ranking: Peer Group* |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Ranking: All Recipes |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
s.talg |
0.376319907463179 |
0.709620887128863 |
0.707006181754927 |
0.667388074442617 |
0.669348596595324 |
0.732431976598793 |
s.tals |
0.679982632038778 |
0.77774448230557 |
0.714302401636002 |
0.696394887425674 |
0.694250902450483 |
0.75420157957913 |
s.talb |
0.60454405680061 |
0.798598412006523 |
0.750382672697098 |
0.690701503604675 |
0.668893378734314 |
0.729993348918333 |
s.talc |
0.560597699880534 |
0.734294702710877 |
0.678189072352048 |
0.626767297337425 |
0.60982584388995 |
0.661500876478053 |
s.wors |
-0.204636144434467 |
0.129233564356093 |
0.110247735950182 |
0.00800382349308237 |
-0.0107724266019318 |
0 |
s.talm |
0.234928494112113 |
0.637081488441703 |
0.62430714085465 |
0.601440163900854 |
0.602165852565481 |
0 |
s.swan |
0.0598864149645291 |
0.337039257854318 |
0.399024338671829 |
0.515327275922466 |
0.56292669885827 |
0 |
s.plus |
0.299936690374021 |
0.601170908455126 |
0.579884081803933 |
0.42753229056621 |
0.366245984441413 |
0.347657986008748 |
s.noeq |
0.116136273639521 |
0.584955103923907 |
0.530586623230038 |
0.367995003364813 |
0.304135789366608 |
0.360678661548461 |
s.ivyp |
0.445613315469416 |
0.683416071414088 |
0.659629078944409 |
0.646130306920698 |
0.670057024383644 |
0 |
s.dali |
0.284312653749827 |
0.488530889396806 |
0.461717905427637 |
0.386707936547021 |
0.359034273537759 |
0 |
s.brow |
0.190594341238387 |
0.441778616398787 |
0.413705038936555 |
0.307781144494119 |
0.266049838157472 |
0.254751644358499 |
s.yale |
0.564876189476446 |
0.818490049608774 |
0.774219098956398 |
0.703649120257617 |
0.682251128121317 |
0.735791913860961 |
s.seco |
0.762689891701645 |
0.876634992520579 |
0.869652585052013 |
0.880561156432696 |
0.900627933264178 |
0.920455016553259 |
s.nobr |
0.67902460271619 |
0.828503155460058 |
0.80609495819426 |
0.797675172608032 |
0.816926254454721 |
0.830034233863236 |
s.aron |
0.650019934147094 |
0.793880900224181 |
0.748063402343809 |
0.731787035870804 |
0.727256982327394 |
0.752943269076842 |
s.lowv |
0.0702801982214776 |
0.318907847957012 |
0.32812366766668 |
0.351861012402578 |
0 |
0 |
s.bens |
0.568921376991392 |
0.734532826340026 |
0.723008624010159 |
0.748966439726545 |
0.779252217029946 |
0.812300216020733 |
s.aggr |
0.616777836639067 |
0.799925941161119 |
0.767501114924511 |
0.797096860395318 |
0 |
0 |
s.8020 |
0.872572522327725 |
0.879367049766697 |
0.860632899722797 |
0.849313137844607 |
0.843163325949284 |
0.840283432008252 |
s.7030 |
0.777772122559566 |
0.80770105235749 |
0.783115602259034 |
0.76040295515384 |
0.749520918733472 |
0.744583249627278 |
s.smar |
0.530563750619345 |
0.627992804595041 |
0.597828164809118 |
0.61822362617121 |
0.628512499499807 |
0.658910144964938 |
s.marg |
0.509852430259721 |
0.716307185696317 |
0.699527361795735 |
0.684739020563512 |
0.695020911659408 |
0.716959703963247 |
s.coff |
0.587369326230219 |
0.719643513959109 |
0.665131148910496 |
0.64187621417013 |
0.636644094014929 |
0.664337891044139 |
s.buyh |
0.434062343507632 |
0.622909459401614 |
0.589947447356964 |
0.581212602915858 |
0.596172565728328 |
0.628873367415167 |
s.swen |
0.568702349153373 |
0.818270141363986 |
0.768379045032146 |
0.697883454496339 |
0.676359314704584 |
0 |
s.mode |
0.551628126718883 |
0.70757361894954 |
0.662945990222839 |
0.647100741144333 |
0.649762494254397 |
0 |
s.lazy |
0.484391419935311 |
0.744974846689874 |
0.706490675721853 |
0.732266778932876 |
0.74299940738727 |
0 |
s.have |
0.10738559575775 |
0.441457616432908 |
0.458019734686502 |
0.434289025386331 |
0.450857517551024 |
0 |
s.grah |
0.377061494862078 |
0.616490369624861 |
0.584448083543871 |
0.571153436164238 |
0.564698842697763 |
0 |
s.couc |
0.555328887229824 |
0.671390834342717 |
0.638783522677405 |
0.598971723192302 |
0.578642710328187 |
0.576297369057445 |
s.712 |
0.489952948815107 |
0.666003773036822 |
0.628512573781914 |
0.65578570111606 |
0.680177189782421 |
0 |
s.6040 |
0.682971722791407 |
0.736035054948284 |
0.70559830479527 |
0.671492772463073 |
0.65587851151766 |
0.648883067246303 |
s.5050 |
0.588171323023247 |
0.664369057539078 |
0.628081007331507 |
0.582582589772306 |
0.562236104301848 |
0.553182884865329 |

Compare: Correlation
for period ending June 30, 2025
|
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
to Global Stocks (ACWI) |
0.98 |
1.00 |
1.00 |
1.00 |
0.99 |
|
to S&P500 (SPY) |
0.98 |
0.98 |
0.98 |
0.98 |
0.98 |
0.98 |
to U.S. Bonds (BND) |
0.39 |
0.76 |
0.69 |
0.47 |
0.35 |
0.30 |
to Commodities (DBC) |
0.06 |
0.31 |
0.32 |
0.43 |
0.51 |
0.53 |
to Gold (GLD) |
-0.41 |
0.17 |
0.19 |
0.13 |
0.15 |
0.15 |