Lazy Portfolio: Second Grader's Starter

for period ending June 30, 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 June 30, 2025 and used for July 2025 allocation:

🔒 Exact Portfolio Weights Locked

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  How to Rebalance

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




  Compare: Total Return

for period ending 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)
Total Return (Compound Annual Growth Rate)
  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 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
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%
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
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

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 24° 28° 65° 65° 79°
Risk-Return Magnitude 3.3 3.9 3.8 2.9 3.1 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
M-squared
  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%
Alpha
  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%
Sharpe
  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
Sortino
  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
Treynor
  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

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
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 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%
Downside Deviation
  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%
Beta
  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