| Maximum Drawdown | Total Return, annualized | ||||||||||||||
| Recipe Name | ID | Category | 1 year | 3 year | 5 year | 7 year | 10 year | 15 year | 1 year | 3 year | 5 year | 7 year | 10 year | 15 year | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Group average | -14.2% | -14.4% | -15.0% | -15.5% | -16.3% | -35.5% | 4.3% | 6.0% | 6.0% | 6.3% | 7.6% | 7.2% | |||
| Strategic 50-50 | s.5050 | Balanced | -10.6% | -10.6% | -10.6% | -10.6% | -10.6% | -26.7% | 8.3% | 8.1% | 7.5% | 8.0% | 8.9% | 6.9% | |
| Strategic 60-40 Portfolio | s.6040 | Balanced | -12.7% | -12.7% | -12.7% | -12.7% | -12.7% | -32.2% | 8.0% | 8.6% | 8.0% | 8.8% | 9.9% | 7.4% | |
| Strategic 70-30 Portfolio | s.7030 | High Equity | -14.7% | -14.7% | -14.7% | -14.7% | -14.7% | -37.3% | 7.7% | 9.0% | 8.6% | 9.5% | 10.9% | 7.8% | |
| 7Twelve Israelson | s.712 | Balanced | -19.1% | -19.1% | -19.1% | -19.1% | -19.1% | -3.0% | 2.6% | 3.0% | 3.4% | 5.2% | |||
| Strategic 80-20 Portfolio | s.8020 | High Equity | -16.8% | -16.8% | -16.8% | -16.8% | -16.8% | -42.1% | 7.3% | 9.3% | 9.1% | 10.3% | 11.9% | 8.2% | |
| ETF Aggressive | s.aggr | High Equity | -19.2% | -19.2% | -19.2% | -19.2% | 2.1% | 5.0% | 5.4% | 6.1% | |||||
| Lazy: Aronson | s.aron | High Equity | -15.5% | -15.5% | -15.5% | -15.5% | -15.5% | -41.1% | 4.6% | 6.2% | 6.2% | 7.1% | 8.6% | 7.0% | |
| Ben Stein inspired | s.bens | High Equity | -18.4% | -18.4% | -18.4% | -18.4% | -18.4% | -45.0% | 0.5% | 4.8% | 5.3% | 6.3% | 7.9% | 6.2% | |
| Harry Browne inspired | s.brow | Low Equity | -1.9% | -4.3% | -6.7% | -6.7% | -7.6% | -12.6% | 16.0% | 9.8% | 7.9% | 7.1% | 7.0% | 7.6% | |
| Lazy: Ultimate Buy & Hold | s.buyh | Balanced | -14.4% | -14.4% | -14.4% | -14.4% | -14.4% | -35.7% | 0.1% | 3.4% | 4.0% | 4.9% | 6.3% | 5.5% | |
| Lazy: Coffeehouse | s.coff | Balanced | -15.2% | -15.2% | -15.2% | -15.2% | -15.2% | -36.0% | 0.7% | 4.5% | 5.3% | 6.3% | 7.9% | 6.3% | |
| Couch Potato: Scott Burns | s.couc | Balanced | -11.1% | -11.1% | -11.1% | -11.1% | -11.1% | -28.7% | 7.9% | 7.8% | 7.1% | 7.5% | 8.7% | 6.7% | |
| Ray Dalio inspired | s.dali | Low Equity | -7.5% | -7.5% | -7.5% | -7.5% | -7.5% | 6.9% | 6.2% | 5.6% | 5.1% | 6.0% | |||
| Ben Graham 50-50 | s.grah | Balanced | -14.8% | -14.8% | -14.8% | -14.8% | -14.8% | -0.0% | 3.3% | 4.2% | 5.0% | 6.6% | |||
| Safe Haven Portfolio | s.have | Balanced | -13.6% | -13.6% | -13.6% | -13.6% | -13.6% | 4.0% | 4.6% | 5.7% | 5.3% | 6.6% | |||
| Ivy Portfolio | s.ivyp | Low Equity | -18.1% | -18.1% | -18.1% | -18.1% | -18.1% | -2.3% | 3.6% | 3.6% | 3.7% | 6.0% | |||
| Six Ways from Sunday | s.lazy | Balanced | -21.4% | -21.4% | -21.4% | -21.4% | -21.4% | -5.4% | 1.8% | 2.8% | 3.5% | 6.0% | |||
| Low Volatility Portfolio | s.lowv | High Equity | -10.8% | -10.8% | -10.8% | -10.8% | -0.9% | 4.1% | 4.6% | 4.9% | |||||
| Lazy: Margaritaville | s.marg | Balanced | -15.0% | -15.0% | -15.0% | -15.0% | -15.0% | -40.5% | 3.9% | 5.6% | 5.5% | 6.3% | 7.6% | 6.0% | |
| ETF Moderate | s.mode | Balanced | -14.3% | -14.3% | -14.3% | -14.3% | -14.3% | 4.3% | 6.0% | 6.0% | 6.7% | 7.9% | |||
| Lazy: No Brainer | s.nobr | High Equity | -18.5% | -18.5% | -18.5% | -18.5% | -18.5% | -43.3% | 1.6% | 5.3% | 5.8% | 7.2% | 9.0% | 6.6% | |
| No Equity Portfolio | s.noeq | Low Equity | -4.7% | -6.0% | -13.3% | -13.3% | -14.8% | -19.5% | 15.0% | 9.4% | 8.3% | 7.1% | 7.6% | 8.8% | |
| Permanent Plus | s.plus | Low Equity | -2.0% | -5.1% | -9.8% | -9.8% | -11.2% | -17.1% | 26.0% | 15.0% | 11.7% | 10.5% | 10.0% | 10.0% | |
| Lazy: Second Grader | s.seco | High Equity | -19.7% | -19.7% | -19.7% | -19.7% | -19.7% | -49.2% | 3.6% | 6.9% | 7.2% | 8.6% | 10.2% | 7.2% | |
| Lazy: Smart Money | s.smar | Balanced | -16.5% | -16.5% | -16.5% | -16.5% | -16.5% | -37.6% | -0.2% | 3.9% | 4.7% | 5.8% | 7.2% | 5.9% | |
| Black Swan Hyperinflation | s.swan | Low Equity | -23.8% | -23.8% | -23.8% | -32.0% | -40.6% | -5.5% | 0.7% | 0.1% | -1.4% | -0.3% | |||
| David Swensen inspired | s.swen | Balanced | -14.0% | -14.0% | -14.0% | -14.0% | -14.0% | 5.3% | 6.7% | 7.0% | 7.7% | 9.3% | |||
| Talmud Broad Market | s.talb | Low Equity | -15.5% | -15.5% | -15.5% | -15.5% | -15.5% | -41.1% | 3.3% | 6.3% | 6.9% | 7.6% | 9.4% | 7.2% | |
| Talmud with Blue Chip | s.talc | Low Equity | -14.6% | -14.6% | -14.6% | -14.6% | -14.6% | -37.9% | 0.9% | 5.7% | 6.8% | 7.0% | 8.8% | 7.1% | |
| Talmud Equities and Gold | s.talg | Low Equity | -15.8% | -15.8% | -15.8% | -15.8% | -15.8% | -38.5% | 8.3% | 8.7% | 8.5% | 8.2% | 9.4% | 9.2% | |
| Talmud Dividend Equities | s.talm | Low Equity | -16.5% | -16.5% | -16.5% | -16.5% | -16.5% | 3.7% | 6.6% | 7.6% | 7.1% | 8.5% | |||
| Talmud with Small Cap | s.tals | Low Equity | -17.9% | -17.9% | -17.9% | -17.9% | -17.9% | -41.7% | -2.2% | 2.9% | 4.3% | 5.5% | 7.6% | 6.0% | |
| Worst Case Scenario | s.wors | Low Equity | -3.0% | -4.2% | -11.5% | -18.4% | -29.7% | 9.8% | 5.7% | 1.3% | -0.3% | -0.9% | |||
| Lazy: Yale Unconventional | s.yale | High Equity | -14.2% | -14.2% | -14.2% | -14.2% | -14.2% | -42.2% | 5.2% | 6.6% | 6.8% | 7.5% | 9.1% | 7.2% | |