Lazy Portfolio: Second Grader's Starter

for period ending May 31, 2025


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  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


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:

  1. VizMetrics identifies the three asset classes corresponding to the Lazy Portfolio: Second Grader's Starter methodology.

  2. VizMetrics chooses a mutual fund to represent each of the three asset classes.

  3. 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 May 31, 2025 and used for June 2025 allocation:

🔒 Exact Portfolio Weights Locked

Upgrade to unlock fund tickers and allocation percentages—updated monthly.



  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 May 31, 2025

5-year graph

● s.seco ● 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.seco 3.4% 5.1% 12.1% 11.3% 12.2% 9.2% 10.4% 8.3%
Peer Group* average
60% Equity / 40% Bonds 1.3% 3.5% 10.0% 8.9% 8.7% 8.0% 9.2% 7.7%
Global Equities (ACWI) 5.2% 5.7% 13.2% 12.3% 13.3% 9.4% 10.1%  
U.S. Equities (SPY) 0.9% 6.3% 13.2% 14.2% 15.8% 12.7% 14.0% 10.4%
U.S. Bonds (BND) 2.5% -0.7% 5.4% 1.4% -1.0% 1.5% 2.2% 3.0%
Ranking: Peer Group* Rank: Group Rank: Group Rank: Group 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 8.81444247229675% 2.43909742253928% 21.8425807522717% 12.1237756878754% 12.347751778157% 9.82673597792365% 9.98789646144083% 10.0036510357331%
s.tals -1.11537623414458% 2.03504198704125% 6.4317974678709% 3.36009644102959% 6.331852069383% 4.98950790792552% 6.70564065728547% 6.10069781893157%
s.talb 1.49750478207713% 2.23313351359254% 10.2046666597009% 5.41199740943081% 7.16344004156977% 6.59258902953965% 8.25516882814819% 7.19197774299289%
s.talc 1.62180216756602% 1.51192080209345% 9.90161984011837% 4.6807818898482% 6.58031863896906% 6.28536928414187% 7.79578856354595% 6.96771880943519%
s.wors 6.59848811102972% -1.08874886609936% 10.9290753253166% -0.705646294250883% 0.690151360712332% 0.828082474401604% -0.459273872335775% 0%
s.talm 9.50096525849742% 1.28582377816079% 19.2840381384304% 9.4858852890203% 11.2712124829407% 8.8853879923525% 9.13306899734323% 0%
s.swan 9.79984889738119% 2.15756077746009% 9.09132944132831% 5.54371526713411% 13.0200181932973% 5.86825748649094% 3.72503975245717% 0%
s.plus 8.32035713077515% 1.87690911510855% 18.9817853821616% 11.4521887651383% 7.07180780881662% 8.83806225315489% 8.88176557845597% 9.2568402344726%
s.noeq 8.64448094595578% -0.715507593791729% 16.6780961951254% 5.06301329759602% 3.63477158662582% 5.38022869207386% 6.20136636101325% 7.58041930411923%
s.ivyp 3.41758371725942% 2.45546502309433% 7.79006864626139% 3.60518351087691% 9.20143868049679% 5.89168887877345% 6.69137207098964% 0%
s.dali 3.36461413085327% 0.98453791040758% 7.82182250691366% 3.74653590225908% 4.21218709011626% 4.55821972462613% 5.28312409811023% 0%
s.brow 6.85538637565266% 0.682998184219988% 14.2171433024028% 7.88494168299931% 5.06202843404406% 6.11832182321848% 6.3230442000026% 6.95404821359269%
s.yale 3.3965662533634% 2.508% 9.93617165600551% 5.01091637762185% 6.65904699010293% 6.22722830160243% 7.99682664254506% 7.02217291106442%
s.seco 3.40329069746577% 5.106% 12.078066603658% 11.2918083497584% 12.2046032595223% 9.15614523244182% 10.3836256569694% 8.32632407653651%
s.nobr 4.41766236770611% 4.0025% 9.57125142929265% 8.89201786320633% 9.82774508083504% 7.34328852904831% 8.90663753350001% 7.38482750886122%
s.aron 3.3168570014001% 3.546% 9.23564077051595% 6.45510238495797% 7.37598589249135% 6.3044317650869% 7.84276582310521% 7.00621939467958%
s.lowv 7.19142786577942% 0.854617269344072% 12.3831145717212% 6.87717335230953% 5.78796777286841% 4.9450143423879% 0% 0%
s.bens 5.08498245875537% 3.99336703393809% 10.5855013609742% 9.45503274385591% 10.9091523688891% 7.58712607598269% 8.4870736946512% 7.29568529397748%
s.aggr 4.40535252131253% 4.09867278444682% 8.88527791078322% 8.29257284006986% 9.60980842263675% 6.93717759095982% 0% 0%
s.8020 0.88044832513372% 4.86781948098412% 11.4148424117885% 11.3036326056657% 11.96171285824% 10.1208527749285% 11.4132671999456% 9.04679327415998%
s.7030 1.11777131515638% 4.17512560004081% 10.7053514682544% 10.0898897085157% 10.3309647152092% 9.08738998749758% 10.3035237934656% 8.36139862744354%
s.smar 2.33346078267356% 2.802% 7.9845793324911% 6.36460821299547% 8.03242506173703% 6.02183004959125% 7.17440997841239% 6.3790562963741%
s.marg 4.5901707144087% 3.4523% 10.0804409486779% 7.24171483826506% 8.65778991542652% 6.62996356266863% 7.66528241089985% 6.5770257703804%
s.coff 1.20065873835786% 2.243% 6.91382317161544% 4.56120768820882% 6.49005783548429% 5.53643239943373% 7.10738134655244% 6.35342184664465%
s.buyh 4.41416292781602% 2.4582% 7.89594733334564% 4.81132732497338% 6.58776692382106% 4.89117630882463% 6.13098256029689% 5.78493266388729%
s.swen 3.78089517076969% 2.45091831769265% 9.74388462150675% 5.38933589351338% 6.84188874575378% 6.38489260461512% 8.16262479632877% 0%
s.mode 2.79826067555229% 2.84574494918119% 9.04171075535722% 6.40389596285242% 7.06520891251829% 6.08977805009654% 7.28137988591211% 0%
s.lazy 3.95444821368724% 2.17360473214283% 7.13411415138945% 4.71100281455124% 9.26507662346578% 5.55279605084051% 6.74864342104762% 0%
s.have 13.6038745323314% 1.97119054827196% 17.4685366708723% 8.73288791824221% 8.70350615780968% 6.75591992593061% 7.28574891079601% 0%
s.grah 5.72541995275981% 1.90627605508433% 8.96375811740944% 5.96111651531204% 7.24560699461168% 5.3312867674892% 6.61198385407822% 0%
s.couc 2.18038480668559% 2.81065144613875% 9.2829945840678% 7.26225607256703% 8.32961619873347% 7.39140211385458% 8.30234052492416% 7.02092744612055%
s.712 2.87414170316926% 2.47305032740062% 6.57731012193719% 4.11569774064813% 8.17066225974603% 5.12587051652529% 5.83341735558558% 0%
s.6040 1.34499114189892% 3.4824317190975% 9.98446775190245% 8.86972237990276% 8.70266146233796% 8.0398601241751% 9.18155407634291% 7.65473417292524%
s.5050 1.56203422136489% 2.78973783815418% 9.25243325856471% 7.64354759478265% 7.07725768276768% 6.97887066803951% 8.04794879351831% 6.9273724286897%
Historical Return
 
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
* 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 May 31, 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.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)
 
Risk vs. Return Compass*
  1 year 3 year 5 year 10 year 15 year 20 year
s.seco risk vs. 60/40 Worse Worse Worse Worse Worse Worse
s.seco return vs. 60/40 Better Better Better Better Better Better
Risk-Return Quadrant
NE NE NE NE NE NE
Risk-Return Direction 9° 39° 27° 67° 66° 79°
Risk-Return Magnitude 2.1 3.1 3.9 2.8 3.0 3.5
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
* compares s.seco 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.seco 1.2% -2.3% -2.6% -2.8% -2.8% -1.6%
Peer Group* average
60% Equity / 40% Bonds -0.9% -4.2% -5.1% -2.1% -1.0% 0.3%
Global Equities (ACWI) 2.0% -1.7% -1.9% -3.1% -4.0%  
U.S. Equities (SPY) 0.0% 0.0% 0.0% 0.0% 0.0% 0.0%
U.S. Bonds (BND) -6.5% -18.1% -23.9% -12.9% -10.3% -4.5%
Ranking: Peer Group* Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group
Ranking: All Recipes Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All
* Peer Group is Strategic: DIY
s.talg 16.2245859436674% -0.793727819538169% -1.53991477116534% -0.93607927372288% -2.25603604963199% 0.510577553449773%
s.tals -6.66341835768082% -11.2202664364108% -8.83705611245394% -7.03788877243347% -5.91336845217516% -3.62150068705172%
s.talb -1.52829342001785% -8.85515795661896% -7.77348434302146% -4.79763353503497% -3.46215971464661% -2.01852995643376%
s.talc -2.17137234896981% -9.77822601808605% -8.21262092741884% -4.77847457844482% -3.41745437471015% -1.72393594360842%
s.wors 5.35844575496107% -25.8060393339372% -20.4941842641114% -14.4733371580826% -17.6634435147338% 0%
s.talm 8.21038132678238% -3.97580716899961% -2.65278267771474% -2.00452691349924% -3.07978878413282% 0%
s.swan -2.25098260259759% -8.69455626617867% 0.304335888993545% -6.29879221503428% -10.0676652817089% 0%
s.plus 21.7342589614745% -0.692185750469474% -7.59334085111321% -0.783771968207269% -1.57724158465038% 2.85379909797297%
s.noeq 5.78577399847128% -9.26431201514123% -12.1560561464213% -6.22902413896336% -6.26375244558951% -1.16132624215825%
s.ivyp -2.96669351129632% -11.2748188477355% -4.51095479243074% -5.44745900804506% -5.53462227005296% 0%
s.dali -0.736787074693973% -11.8649767778075% -11.0111930517528% -5.73534936099468% -4.44630377395406% 0%
s.brow 13.0184385222244% -4.57450702845836% -9.52084804602412% -2.72706700511562% -2.77929952049132% 2.00927293058409%
s.yale -1.12352381434729% -9.30377701211281% -8.52832248321215% -5.34158505365127% -3.88475016029747% -2.1247465075981%
s.seco 1.22038042363259% -2.33017939801631% -2.55651359381047% -2.81971888159283% -2.78732056706035% -1.62721924000246%
s.nobr -1.94574220844404% -4.89106731733678% -4.88630055762497% -4.39500494743733% -3.73704624116747% -2.07468260109189%
s.aron -1.94140702362826% -7.62191916646045% -7.49163937732781% -5.29207912677381% -4.26532038361352% -2.07836063449122%
s.lowv 9.14919843051418% -5.68716891986012% -7.0005130756777% -4.54398893947671% 0% 0%
s.bens 1.33272706508567% -3.66231406208683% -2.54589215417881% -3.66584444156241% -3.85054090400148% -2.07633273270957%
s.aggr -2.38173596830623% -5.58681073823309% -5.09117333141113% -5.10305172985793% 0% 0%
s.8020 -0.792446320645815% -2.14542156663045% -2.55421429861302% -1.29614903691708% -0.777165677493089% 0.00737779791848148%
s.7030 -0.792490038880969% -3.07687515949602% -3.69548503372141% -1.61753113707495% -0.83934133705433% 0.158598553631444%
s.smar -2.94042658235545% -7.46946338035891% -5.25137662555157% -4.74345711308881% -3.8641591347404% -1.92587708625723%
s.marg 1.31872073620874% -6.49968227587826% -5.34294817386908% -4.42257786392009% -4.05442040934073% -2.27856014210761%
s.coff -5.36204402591432% -9.96656395982816% -8.17752436390027% -5.74745850378013% -4.22769938562977% -2.13536901263318%
s.buyh -2.77308927615135% -9.74686837088795% -7.62503906369859% -6.36038917105815% -5.32772869159693% -2.71508832956942%
s.swen -1.74899151225818% -8.87654802991112% -8.29464249261813% -5.11378145362724% -3.6246942578976% 0%
s.mode -1.51716867196614% -7.5481418270372% -7.31637611555707% -4.95511071394747% -4.12836571721155% 0%
s.lazy -4.88818421016774% -9.69394398886376% -5.07309160929968% -6.4537072259163% -6.10023704269048% 0%
s.have 8.61685675229853% -4.31568433963384% -4.701048351125% -3.56767116429558% -3.87844776083414% 0%
s.grah -1.57323649190986% -8.11129558789601% -6.69830722091064% -5.6849445977565% -4.33143453800826% 0%
s.couc -0.53380986453997% -6.18704893611852% -4.97439581553193% -2.20609083112446% -1.19987978789132% 0.0471895284516286%
s.712 -5.2430447612225% -10.637198337381% -5.62569573616366% -6.53290324568587% -6.66910214868838% 0%
s.6040 -0.853001206508446% -4.20616273562911% -5.09236547195524% -2.06742593548967% -0.976024169102478% 0.291687218313578%
s.5050 -1.0183022648509% -5.58463891996377% -6.82312908952755% -2.70541809565367% -1.23910151104947% 0.381547925996372%
Alpha
  1 year 3 year 5 year 10 year 15 year 20 year
s.seco 1.2% -1.9% -2.0% -2.4% -2.3% -1.4%
Peer Group* average
60% Equity / 40% Bonds -0.4% -3.0% -3.5% -1.3% -0.5% 0.3%
Global Equities (ACWI) 2.0% -1.4% -1.6% -2.7% -3.6%  
U.S. Equities (SPY) 0.0% 0.0% 0.0% 0.0% 0.0% 0.0%
U.S. Bonds (BND) 0.0% -6.6% -7.5% -2.3% -0.4% 0.6%
Ranking: Peer Group* Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group
Ranking: All Recipes Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All
* Peer Group is Strategic: DIY
s.talg 13.9136208770738% 0.338333941975862% 0.0648991589950203% 0.499047470657506% 0.12002536403604% 1.92102788408533%
s.tals -3.98323160240358% -8.82755694822478% -6.01837362964545% -4.60751190552436% -3.487616480387% -2.16495951621305%
s.talb 0.283720528253526% -6.98903115006101% -5.62857860015719% -2.96229228056728% -1.60311256091575% -0.866437453948157%
s.talc 0.391393635839815% -7.12582597531074% -5.32688162127596% -2.6058257724925% -1.31735577553285% -0.506323602923795%
s.wors 8.32785323846153% -7.57009678575752% -4.22543368337999% -1.58372857674457% -1.87296627682466% 0%
s.talm 12.6079593578272% -1.64268181106048% -0.0264388988943463% 0.224999866123355% 0.0989973947587721% 0%
s.swan 4.68975592355776% -3.498990725165% 4.55516680050249% -1.84878578376109% -4.77166840891806% 0%
s.plus 11.8863067561567% 0.79780134590733% -3.58424338273994% 2.04113358826197% 2.85596269589411% 4.48706712328576%
s.noeq 11.0588362577032% -5.44729609030607% -6.46712384834786% -0.833231923606189% 0.919663293706369% 2.68726245963354%
s.ivyp -0.324413954856433% -7.89871767924211% -2.44948368667353% -3.17424489899329% -3.14067804014181% 0%
s.dali 1.03540108630828% -6.09095688437468% -4.99193230175089% -1.79948779301333% -0.661771898977876% 0%
s.brow 8.14908563096382% -1.43230578385958% -3.55828430535017% 0.572491277555395% 1.51716271960458% 2.97645485365158%
s.yale 0.5641831361917% -7.6283681761853% -6.41442441389895% -3.45741504784387% -1.99056426185221% -1.08282381487046%
s.seco 1.15775892742665% -1.92764488178147% -2.01989286772685% -2.3516493609425% -2.3129047171165% -1.35694306411703%
s.nobr -0.499401224204281% -3.9212998731014% -3.63127312135634% -3.30591043342585% -2.75633452502294% -1.52704414142675%
s.aron -0.607536952943459% -6.00691176725688% -5.3443079626312% -3.64694375943036% -2.68534428819015% -1.23940598478609%
s.lowv 7.133788397884% -1.48970151567575% -1.81948534121167% -1.08325974072731% 0% 0%
s.bens 1.40051080548328% -2.54195198057175% -1.5097346250651% -2.55074433957026% -2.70752491058635% -1.46060398938035%
s.aggr -0.507991335389129% -4.24760365456444% -3.35752877621681% -3.69942270520907% 0% 0%
s.8020 -0.609687666136526% -1.84557571500195% -2.13912119876308% -1.05307123344513% -0.596381585147162% 0.0534178805160055%
s.7030 -0.490413385593309% -2.42369736119479% -2.81717762057988% -1.16003893865744% -0.538563645773358% 0.187811066746025%
s.smar -0.924177486026188% -4.68008687180652% -2.86229994505457% -2.75455138904713% -2.167065044805% -1.06694061009072%
s.marg 1.38423421643782% -4.66749259501744% -3.48246028258602% -2.83883586811205% -2.46644207055893% -1.3644604849908%
s.coff -2.50965513921704% -7.20287153581825% -5.2322688126125% -3.49033115653405% -2.33091454404043% -1.13839950395426%
s.buyh -0.0875222172082823% -6.19200642739951% -4.20994280802189% -3.50162087353533% -2.78824096295749% -1.40353457534289%
s.swen 0.353288228111291% -7.18634406934617% -6.15525441644373% -3.23913778630913% -1.74828455909725% 0%
s.mode -0.0319116932510068% -5.22222951318362% -4.61209164685413% -2.98018227391211% -2.29066093242054% 0%
s.lazy -1.24135512311046% -7.47397953251564% -2.96314599441987% -4.42074230155115% -3.99186727605284% 0%
s.have 12.4574157931527% -0.840370532809795% -0.505053748291569% -0.150020707295531% 0.173901163816399% 0%
s.grah 1.44636189770745% -5.06699117811831% -3.49921554072038% -2.96968069007358% -1.9116148067239% 0%
s.couc -0.0146365015081225% -4.11973391874607% -3.059777874614% -1.17983489376012% -0.41378572413462% 0.285920191455527%
s.712 -1.76417791468373% -7.28177011073706% -3.08264607482026% -4.03177254812885% -4.12557827736857% 0%
s.6040 -0.382531877867921% -3.0082434388505% -3.49278915223718% -1.2810737197613% -0.492972017042214% 0.300934445174185%
s.5050 -0.285801147128346% -3.59879697301342% -4.16550121059347% -1.41556809367828% -0.459015954013009% 0.393360533885113%
Sharpe
  1 year 3 year 5 year 10 year 15 year 20 year
s.seco 0.81 0.41 0.61 0.53 0.69 0.51
Peer Group* average
60% Equity / 40% Bonds 0.65 0.30 0.46 0.55 0.78 0.60
Global Equities (ACWI) 0.87 0.45 0.65 0.52 0.62  
U.S. Equities (SPY) 0.72 0.54 0.75 0.70 0.86 0.61
U.S. Bonds (BND) 0.19 -0.47 -0.63 -0.13 0.15 0.27
Ranking: Peer Group* Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group
Ranking: All Recipes Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All
* Peer Group is Strategic: DIY
s.talg 1.90374436850905 0.484780025816708 0.657453983622947 0.629325629131978 0.715914168688376 0.635051828788898
s.tals 0.210143857514984 -0.0716546078835744 0.255981209131999 0.266491321814958 0.480419592430604 0.378182202183486
s.talb 0.603222780559278 0.0584007087356426 0.314678666898296 0.398080596750282 0.63216788680292 0.473578364774461
s.talc 0.554765166448266 0.00366823824730397 0.284983629578113 0.394246511455483 0.630885438327009 0.486548554365517
s.wors 1.11714281684215 -0.873074485906078 -0.428305181387808 -0.21970190977099 -0.326078417362631 0
s.talm 1.32270463945946 0.319291247105419 0.595738673247556 0.565918599187843 0.662888469850091 0
s.swan 0.539076834540489 0.0576213889810442 0.753643532513185 0.3192937992002 0.222550753572169 0
s.plus 2.33504162071064 0.481371816609849 0.32297082103677 0.629278272415787 0.748545275545484 0.759225337518894
s.noeq 1.14939387721459 0.0360348986534063 0.0662438009044546 0.309960085372645 0.455302184265314 0.523489816325504
s.ivyp 0.48228862733546 -0.0815255337432167 0.483900498797175 0.355619079149657 0.501017314896455 0
s.dali 0.65228785914413 -0.1254276875637 0.107842138563919 0.314527182423039 0.543875448018357 0
s.brow 1.70268132542508 0.261642599412289 0.195412919473118 0.498090917080836 0.658065938182494 0.696547345831944
s.yale 0.631185540744902 0.0366720527230818 0.274468344514715 0.365585264845228 0.604850012167158 0.465843666924066
s.seco 0.809131352265892 0.411598064295731 0.608139312577277 0.527273012024525 0.687243839701482 0.506713551665606
s.nobr 0.56712629943498 0.275128742526373 0.47900793158007 0.429273766554911 0.623260389461784 0.473351992892595
s.aron 0.566347805100621 0.12489991731784 0.32957738492784 0.369767589976751 0.58295468036475 0.468336080174951
s.lowv 1.41250875445279 0.188253990182109 0.318757584520906 0.386832614186733 0 0
s.bens 0.81450976036336 0.329673154905757 0.596190444596436 0.46820541234366 0.613931397886246 0.472871159896785
s.aggr 0.531387800039836 0.23760128221395 0.466024013424421 0.389316433646992 0 0
s.8020 0.660395251578106 0.419780664890075 0.607120243782909 0.612878544344718 0.807682079415556 0.598988564507108
s.7030 0.65768766242522 0.364349146495615 0.538949204291588 0.587511809034738 0.798345298625284 0.601655424352911
s.smar 0.485213700595449 0.118266959813998 0.437768140246525 0.393339110834178 0.601816259864588 0.470007402029746
s.marg 0.812912130416841 0.17844280384328 0.440792079963999 0.416418394021513 0.593482805333886 0.453070484104786
s.coff 0.301071687232902 -0.00866796509844545 0.284238932645604 0.335408866803872 0.57873422854488 0.457493731252753
s.buyh 0.49667554720524 -0.00266623001946172 0.308143260450519 0.293722634563886 0.506382948429102 0.420222954354679
s.swen 0.584293845744939 0.0597905591549634 0.287398010791688 0.379059073094932 0.621207725625338 0
s.mode 0.597513178352789 0.12052965858914 0.331020780568868 0.382838670827274 0.586283332859508 0
s.lazy 0.336732740221052 0.0117465169028376 0.460990837156221 0.303885333367859 0.470744530399057 0
s.have 1.35049932446239 0.290937880492895 0.474016283412311 0.463297349925923 0.603024254436827 0
s.grah 0.591704473819846 0.0875355526240202 0.360425339944346 0.334774125748022 0.568326527601048 0
s.couc 0.671774405907905 0.18676720837354 0.452429085654185 0.537351568888884 0.761917681243129 0.582652241238047
s.712 0.304061168565935 -0.0479831599299473 0.421148935260589 0.291396011587926 0.428679838695489 0
s.6040 0.650596336832857 0.298259992589756 0.455940485942144 0.554118490931357 0.783711655452557 0.603019110905145
s.5050 0.635680136000956 0.218937671600958 0.353759822955315 0.509085347653439 0.760229692363363 0.601372532353223
Sortino
  1 year 3 year 5 year 10 year 15 year 20 year
s.seco 1.38 0.60 0.94 0.77 1.06 0.73
Peer Group* average
60% Equity / 40% Bonds 1.05 0.42 0.66 0.81 1.20 0.88
Global Equities (ACWI) 1.51 0.67 1.01 0.76 0.95  
U.S. Equities (SPY) 1.25 0.82 1.19 1.06 1.37 0.90
U.S. Bonds (BND) 1.05 0.42 0.66 0.81 1.20 0.88
Ranking: Peer Group* Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group
Ranking: All Recipes Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All
* Peer Group is Strategic: DIY
s.talg 3.40706597693885 0.698150640034841 0.996568377846117 0.960535151629142 1.12851608222197 0.942538677045851
s.tals 0.32930255280344 -0.100732541511261 0.377285045410227 0.375983365357266 0.708388653645925 0.534479859773236
s.talb 0.901853325632233 0.0803445938513125 0.450754560616549 0.565852688731595 0.943087374938792 0.670021651923554
s.talc 0.846548959948506 0.00498833868204532 0.410196734551179 0.562926850058126 0.948658086101624 0.694032948038063
s.wors 2.05984559057743 -0.966919741314396 -0.514821942151699 -0.298493843974572 -0.451621614185401 0
s.talm 2.21740588936614 0.450853113445576 0.904792910810378 0.854820268966338 1.0326591097623 0
s.swan 1.03083188423927 0.0831868321648756 1.26707254857193 0.481108349129862 0.323389906700326 0
s.plus 4.69391287527766 0.719524561368352 0.468442344180048 0.988423555900311 1.21991889382632 1.21930877569023
s.noeq 1.88391134368035 0.05042176234012 0.0935356849468496 0.462667328130789 0.701721107011109 0.790143916184228
s.ivyp 0.692974960287883 -0.105524459394277 0.709603808966588 0.495697256468917 0.730510015759744 0
s.dali 0.961749475122454 -0.159179966519233 0.144272714263343 0.433909580424707 0.781762952421142 0
s.brow 2.86722724936028 0.368853156297419 0.274939976673638 0.760568524831412 1.04851583669476 1.10001449376759
s.yale 0.909992289556541 0.0495933037462627 0.3880850064853 0.515726214584811 0.899046232683192 0.654792598801863
s.seco 1.3754248277786 0.602419734242792 0.938413619116314 0.774913598741829 1.05567454911675 0.727770074756574
s.nobr 0.911555900480928 0.400418106295298 0.734323605629355 0.622263341368808 0.950432541137723 0.680332673550263
s.aron 0.873474862843221 0.172890855609138 0.478073798108546 0.527055017665457 0.873612840949837 0.66566776240505
s.lowv 2.38519132202949 0.248662227914323 0.442110092354136 0.537511718122424 0 0
s.bens 1.33542279849432 0.470950841554006 0.913353247227711 0.680249433691502 0.931132282986155 0.676559032504291
s.aggr 0.863640400624544 0.346089329497923 0.714110390238095 0.570905124823297 0 0
s.8020 1.09481277588761 0.618105570165163 0.92502415473185 0.914535686342899 1.26037278949687 0.874354833277446
s.7030 1.07662330533704 0.52768568773944 0.8039033795335 0.869713527387728 1.23805812662285 0.876745160968799
s.smar 0.762387730857429 0.163859803133073 0.652049840845059 0.556670129066734 0.893456205767245 0.665620270086057
s.marg 1.31608472422362 0.240855562492716 0.635908622678331 0.591063314563681 0.885375239992614 0.637353598447398
s.coff 0.443376377145165 -0.0118558789261319 0.410217459008937 0.471203027626113 0.854038325328226 0.646918292701811
s.buyh 0.733191897127962 -0.00357330083472967 0.446454700128366 0.411854701117072 0.748321846487216 0.593937479703022
s.swen 0.834311172077426 0.0816902892715356 0.408727084449194 0.536508674457415 0.927958773412106 0
s.mode 0.908760318484201 0.166724858012895 0.476750750490857 0.543811069299385 0.874416851485644 0
s.lazy 0.464147491238177 0.0156275925978686 0.676611897821316 0.425927305333178 0.687908438140075 0
s.have 2.25030788752634 0.401831341298863 0.693575543923002 0.666563467764386 0.902691235236711 0
s.grah 0.885066560100702 0.119081400159607 0.524225767962575 0.467887312961779 0.836602553206079 0
s.couc 1.06747688989114 0.25272469913808 0.644113835524414 0.774396534633619 1.1537507719952 0.829670986444516
s.712 0.441043962912263 -0.0634720881768895 0.614314910715025 0.404110879558958 0.620184371452945 0
s.6040 1.04535022408989 0.424092714443985 0.664078745468953 0.812034624491689 1.20470104523906 0.876407615860874
s.5050 0.994159179477932 0.30508034323664 0.5018196373284 0.736530387924804 1.15400429894889 0.870420516806195
Treynor
  1 year 3 year 5 year 10 year 15 year 20 year
s.seco 15.9 12.4 13.6 10.0 11.2 8.7
Peer Group* average
60% Equity / 40% Bonds 14.3 11.7 11.9 11.5 13.5 11.3
Global Equities (ACWI) 16.6 12.8 14.0 9.6 10.0  
U.S. Equities (SPY) 12.8 13.9 15.5 12.4 13.6 10.0
U.S. Bonds (BND) 14.3 11.7 11.9 11.5 13.5 11.3
Ranking: Peer Group* Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group
Ranking: All Recipes Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All
* Peer Group is Strategic: DIY
s.talg 54.799665199663 16.4035795647375 16.8518499566952 14.1130433774031 14.3872702229242 13.1618241769486
s.tals 8.94742467310201 3.94369415457014 8.33962214658903 6.65540043187642 9.13108750743941 7.61992447799487
s.talb 15.8265389634353 6.42409197568888 9.04427625389758 9.0058404590627 11.8150847917514 9.36559654607374
s.talc 16.6077271934814 6.0159273645364 9.14643953524562 9.42848187613494 12.2275720131449 9.99237417532821
s.wors -47.1397602742856 -6.81367484335396 3.08417961186939 58.5275925592053 65.3485633925751 0
s.talm 76.5985557093053 14.2187329507415 17.2913747955952 14.0507165486405 14.5755711588427 0
s.swan -544.054471432521 12.865505230496 31.6268984227436 10.6755102104725 6.03827212382252 0
s.plus 63.0034019861856 18.8721582277669 11.6056046787515 19.7968575254523 23.7103446364535 25.709119477146
s.noeq 130.766649609241 8.24533068501738 6.15387994534801 13.496082732323 19.5212352180638 20.0380925326114
s.ivyp 17.9896724938292 4.75136064888202 13.4038112870278 8.57516301625419 9.50873669463409 0
s.dali 28.7490801387057 6.86864016926554 8.38395373610198 10.8878409477019 13.9661489631522 0
s.brow 78.4330031441456 17.31449474176 11.4055970052361 18.6842436610543 22.8540601532298 26.0125089087189
s.yale 17.1446734058103 5.71754647433248 8.12743748471183 8.32946856987028 11.2538689626697 9.06573517836236
s.seco 15.8840982923976 12.4073371416496 13.6214497455959 10.000696052948 11.1712425570318 8.66626369281546
s.nobr 14.4086627578246 10.2258525407846 11.7325158899498 8.76192665482689 10.502546076316 8.47323591771188
s.aron 14.4800189017265 7.67914080913197 9.39926145289805 8.14363979374426 10.3618612053993 8.84662359911843
s.lowv 146.667281411541 19.9978143456973 16.4491775731817 12.9457749535454 0 0
s.bens 19.042662783429 12.2722761623585 14.6041315775116 9.66082652743838 10.4736076143062 8.55312729955821
s.aggr 15.198775159728 9.87815980512086 12.0614368995834 8.26582326783194 0 0
s.8020 12.7749874743998 12.5350262454048 13.4988400903631 11.5146238264053 13.1274641302796 10.3554856941136
s.7030 13.4448872912832 12.1587114297141 12.755544287682 11.5014471582374 13.2977136269663 10.7674197010566
s.smar 15.1033546712131 9.50438327406609 12.8323316132498 9.1704184524744 10.8783793673637 9.14915674195149
s.marg 20.2324969179095 9.41748103359923 11.8639783855789 9.16892104239937 10.5846891719911 8.68656653512902
s.coff 11.6170358319332 5.88974376370732 9.21796382075192 8.07263544403159 10.6390880429643 9.03687611121331
s.buyh 18.9398554000621 7.10413776993276 10.5596501801025 7.80753826804893 9.74504439540075 8.642473688644
s.swen 16.7364149732157 6.23715886786703 8.43045842204779 8.62384736923923 11.6031709860679 0
s.mode 16.5685800109848 8.65628721261641 10.1369021814669 8.87622730286538 10.7306059877206 0
s.lazy 15.2878514687829 5.71423914670321 12.6018353546357 7.09551586137014 8.64446030423069 0
s.have 314.22025324308 18.0471810949533 18.1123423309269 14.5865677373234 15.5010685993003 0
s.grah 25.0036532455374 8.89375238615912 11.7586131993011 8.69536562781957 11.1557392056325 0
s.couc 16.2265444189031 10.294303236797 12.487272798385 11.7576460461198 13.7843069104503 11.5823344985691
s.712 14.1590811763326 5.59531921261178 12.4548855351539 7.29152151934541 8.09843979016299 0
s.6040 14.2884670948822 11.6983973195217 11.8518556517473 11.4638166736782 13.4983146820663 11.2682536366118
s.5050 15.3925468163082 11.1267539774492 10.7288901432073 11.3915751586141 13.7456396346772 11.9052469952454


  Compare: Risk & Volatility

for period ending May 31, 2025

Maximum Drawdown
  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
* Peer Group is Strategic: DIY
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%
Standard Deviation
  1 year 3 year 5 year 10 year 15 year 20 year
s.seco 9.8% 16.6% 16.2% 15.2% 14.6% 15.4%
Peer Group* average
60% Equity / 40% Bonds 8.8% 13.3% 12.6% 11.4% 10.5% 10.7%
Global Equities (ACWI) 10.5% 17.8% 17.4% 16.2% 16.1%  
U.S. Equities (SPY) 13.0% 18.9% 18.7% 17.5% 16.5% 16.7%
U.S. Bonds (BND) 5.1% 7.3% 6.2% 5.2% 4.6% 4.6%
Ranking: Peer Group* Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group
Ranking: All Recipes Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All
* Peer Group is Strategic: DIY
s.talg 9.6% 15.4% 14.9% 13.4% 13.2% 15%
s.tals 11.7% 14.9% 14% 12.8% 12.2% 14%
s.talb 10.1% 14.9% 13.9% 12.5% 11.7% 13.3%
s.talc 10.4% 13.8% 12.9% 11.5% 10.8% 12.2%
s.wors 5.8% 6% 5.6% 5.7% 5.5% 0%
s.talm 11.9% 15.1% 14.4% 13.1% 12.8% 0%
s.swan 8.9% 12.6% 13.7% 14.1% 14% 0%
s.plus 6.4% 13.5% 13% 11.3% 10.6% 10.7%
s.noeq 11.2% 14.8% 13.3% 11.9% 11.6% 12.7%
s.ivyp 7.1% 12.9% 12.8% 11.7% 11.5% 0%
s.dali 5.1% 9.6% 8.9% 7.7% 7.1% 0%
s.brow 5.8% 10.1% 9.3% 8% 7.6% 7.8%
s.yale 9% 15.4% 14.4% 12.6% 11.8% 13.1%
s.seco 9.8% 16.6% 16.2% 15.2% 14.6% 15.4%
s.nobr 9.4% 15.8% 15.1% 13.8% 13.3% 14%
s.aron 8.8% 14.9% 13.9% 12.7% 12% 13%
s.lowv 5.6% 7.8% 7.2% 7.2% 0% 0%
s.bens 7.7% 14% 13.5% 12.9% 12.7% 13.7%
s.aggr 8.7% 15.8% 15% 14.4% 0% 0%
s.8020 11.2% 16.1% 15.7% 14.5% 13.6% 13.9%
s.7030 10% 14.7% 14.1% 12.9% 12% 12.3%
s.smar 7.5% 11.8% 11.1% 10.6% 10.2% 11.1%
s.marg 7% 13.7% 12.9% 11.8% 11.4% 12.2%
s.coff 8.9% 13.4% 12.4% 11.2% 10.5% 11.4%
s.buyh 7.1% 12% 11.2% 10.2% 9.9% 10.9%
s.swen 9.5% 15.4% 14.3% 12.6% 11.7% 0%
s.mode 7.9% 13.2% 12.3% 11.3% 10.7% 0%
s.lazy 8.5% 14.5% 14% 13.3% 12.7% 0%
s.have 10% 13% 11.9% 10.6% 10.4% 0%
s.grah 7.8% 12.5% 11.5% 10.3% 9.6% 0%
s.couc 7.3% 12.1% 11.4% 10.2% 9.4% 9.8%
s.712 7.3% 12.7% 12.1% 11.7% 11.4% 0%
s.6040 8.8% 13.3% 12.6% 11.4% 10.5% 10.7%
s.5050 7.7% 12% 11.2% 9.9% 9% 9.2%
Downside Deviation
  1 year 3 year 5 year 10 year 15 year 20 year
s.seco 5.3% 10.2% 9.6% 9.9% 9.2% 10.5%
Peer Group* average
60% Equity / 40% Bonds 5.0% 8.2% 7.9% 7.3% 6.4% 7.1%
Global Equities (ACWI) 5.6% 10.8% 10.3% 10.5% 10.2%  
U.S. Equities (SPY) 7.1% 11.4% 11.0% 11.0% 10.0% 11.0%
U.S. Bonds (BND) 3.2% 4.7% 4.5% 3.5% 3.0% 2.8%
Ranking: Peer Group* Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group
Ranking: All Recipes Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All
* Peer Group is Strategic: DIY
s.talg 5.1% 9.6% 9% 8.3% 8% 9.8%
s.tals 7.1% 9.4% 8.6% 8.6% 7.9% 9.6%
s.talb 6.3% 9.7% 8.9% 8.3% 7.4% 9.1%
s.talc 6.4% 9.1% 8.1% 7.6% 6.8% 8.2%
s.wors 2.5% 4.5% 4% 3.7% 3.6% 0%
s.talm 6.9% 9.6% 8.6% 8.2% 7.8% 0%
s.swan 4% 7.8% 7.4% 9% 9.4% 0%
s.plus 2.8% 7.9% 8.3% 6.7% 6.1% 6.3%
s.noeq 6.5% 9.5% 8.7% 7.4% 7.1% 8.1%
s.ivyp 4.4% 8.9% 7.9% 7.9% 7.6% 0%
s.dali 2.9% 6.6% 5.9% 5% 4.5% 0%
s.brow 3.1% 6% 5.8% 4.7% 4.3% 4.6%
s.yale 5.8% 10.3% 9.4% 8.4% 7.5% 9%
s.seco 5.3% 10.2% 9.6% 9.9% 9.2% 10.5%
s.nobr 5.4% 9.7% 9% 9.1% 8.4% 9.4%
s.aron 5.2% 9.7% 8.8% 8.4% 7.6% 8.8%
s.lowv 2.9% 4.9% 4.4% 4.7% 0% 0%
s.bens 4.2% 8.7% 8% 8.4% 8% 9.3%
s.aggr 4.8% 9.7% 8.9% 9.3% 0% 0%
s.8020 6.3% 9.8% 9.5% 9.3% 8.4% 9.2%
s.7030 5.6% 9% 8.7% 8.2% 7.4% 8.1%
s.smar 4.3% 7.4% 6.6% 7.1% 6.5% 7.5%
s.marg 3.8% 9.1% 8.2% 7.8% 7.2% 8.4%
s.coff 5.6% 8.7% 7.8% 7.5% 6.7% 7.7%
s.buyh 4.3% 7.9% 6.9% 6.8% 6.3% 7.4%
s.swen 6.2% 10.2% 9.3% 8.4% 7.4% 0%
s.mode 4.7% 8.4% 7.7% 7.4% 6.8% 0%
s.lazy 5.8% 9.9% 8.7% 9% 8.4% 0%
s.have 5.5% 8.4% 7.3% 6.9% 6.6% 0%
s.grah 4.8% 8.1% 7% 6.9% 6.2% 0%
s.couc 4.1% 7.9% 7.2% 6.6% 5.8% 6.6%
s.712 4.6% 8.5% 7.5% 8% 7.6% 0%
s.6040 5% 8.2% 7.9% 7.3% 6.4% 7.1%
s.5050 4.4% 7.5% 7.1% 6.4% 5.5% 6.1%
Beta
  1 year 3 year 5 year 10 year 15 year 20 year
s.seco 0.74 0.88 0.87 0.88 0.90 0.92
Peer Group* average
60% Equity / 40% Bonds 0.67 0.73 0.70 0.67 0.65 0.65
Global Equities (ACWI) 0.78 0.93 0.92 0.93 0.97  
U.S. Equities (SPY) 1.00 1.00 1.00 1.00 1.00 1.00
U.S. Bonds (BND) 0.67 0.73 0.70 0.67 0.65 0.65
Ranking: Peer Group* Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group
Ranking: All Recipes Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All
* Peer Group is Strategic: DIY
s.talg 0.392253708451376 0.717926644339342 0.712120209542874 0.671685537174186 0.67008455782457 0.733670504187036
s.tals 0.680037981247552 0.763975974589215 0.717615631545212 0.697523627561294 0.696349892200131 0.755058528432486
s.talb 0.622843555793524 0.78840536106702 0.753651369596575 0.69348110285973 0.669310471462631 0.730841741207856
s.talc 0.575299128712713 0.720349959606281 0.681479362449161 0.629810875848663 0.609162612146426 0.662556249141626
s.wors -0.224478580458096 0.154520897205406 0.111194076889183 0.008216186546629 -0.0123412464831244 0
s.talm 0.247221753821135 0.642720871463703 0.631760271017512 0.607668591632683 0.602779818765659 0
s.swan -0.0160721417517157 0.403910015053774 0.400697190350286 0.517169533055649 0.559403555749118 0
s.plus 0.295770957422862 0.588431899272085 0.579426849280719 0.428899050590648 0.359950766363995 0.346555290879671
s.noeq 0.124885721153792 0.571936362765298 0.534226010258935 0.372924494913606 0.299886633187335 0.360973003619847
s.ivyp 0.413729588073622 0.685692982668749 0.660575535948931 0.646574299806759 0.667193068744838 0
s.dali 0.25999488035933 0.494905390685577 0.460997085141736 0.386762709801055 0.353419919501281 0
s.brow 0.176837987716756 0.435342349841105 0.413377710616068 0.308875920915 0.261478061409058 0.253987009902306
s.yale 0.559296906580079 0.815683360467351 0.776608635399015 0.705929723663502 0.679732260266191 0.736284915004555
s.seco 0.738528403180588 0.882107044323712 0.870494303115272 0.880832327069376 0.898415440352409 0.920709951087838
s.nobr 0.640173396276727 0.835608471109501 0.808056542514135 0.798463619800348 0.814986062950204 0.830570365489315
s.aron 0.613841181771253 0.795387619651984 0.747800991801767 0.731518468419123 0.723379402475434 0.752717741888903
s.lowv 0.0820626495567128 0.326533909337168 0.330761759537985 0.355158768252697 0 0
s.bens 0.537650255198213 0.74214626264534 0.723216129423472 0.749409711437217 0.777178708482704 0.812390157986578
s.aggr 0.561760336951122 0.804336449400311 0.767951583541976 0.79725497650015 0 0
s.8020 0.866351812724452 0.874064683659687 0.860407555366304 0.848802710923611 0.842969992857244 0.84009429159803
s.7030 0.770414982887944 0.801292218260556 0.782699321505272 0.759920122349799 0.748723819519258 0.744299933887321
s.smar 0.50567378194712 0.633118339577553 0.598894763442034 0.618796320275878 0.627593586512033 0.659279058244382
s.marg 0.48106924876149 0.732096614567855 0.700488553630396 0.685222904396879 0.69138294343632 0.717178287805262
s.coff 0.565257300640744 0.715480842879017 0.666399771047608 0.642816534897565 0.635409018464974 0.664633764690193
s.buyh 0.398563680560666 0.62838286836962 0.590981515634868 0.581997461557121 0.593509220667739 0.629186041401809
s.swen 0.561450930843597 0.80840125199947 0.770382767437469 0.700114866404189 0.673558628921595 0
s.mode 0.524758421891481 0.699686477386611 0.662727126734102 0.646960583403793 0.646204980225443 0
s.lazy 0.443941080238641 0.76367016617756 0.707664202609596 0.733644642156468 0.740524490823865 0
s.have 0.05448830124205 0.464653123294533 0.461359284697881 0.43935702939371 0.447616885928698 0
s.grah 0.344611612430565 0.631219244223461 0.586667664109543 0.573187847988046 0.561574171176848 0
s.couc 0.550689382629613 0.671735333387026 0.639243449855262 0.599115948074416 0.57711510058464 0.576198053262487
s.712 0.440007454476702 0.673507398173803 0.628143340366661 0.655372359258183 0.677440178840311 0
s.6040 0.674478153051435 0.728519752861424 0.704991087644239 0.671037533775987 0.654477646181272 0.648505576176612
s.5050 0.578541323214927 0.655747287462292 0.627282853783207 0.582154945202175 0.560231472843286 0.552711218465903


  Compare: Correlation

for period ending May 31, 2025

  1 year 3 year 5 year 10 year 15 year 20 year
to Global Stocks (ACWI) 0.98 1.00 1.00 1.00 0.99
to S&P500 (SPY) 0.97 0.98 0.98 0.98 0.98 0.98
to U.S. Bonds (BND) 0.35 0.76 0.69 0.47 0.34 0.30
to Commodities (DBC) -0.09 0.37 0.31 0.43 0.51 0.53
to Gold (GLD) -0.37 0.22 0.19 0.13 0.15 0.15


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