Side-by-side comparison

Compare investment strategies

80/20 RSP and SPY Equal-Weight Tilt vs Classic Aggressive Allocation (IRA)

At a glance

The headline numbers each source publishes, lined up. Hover a number for its exact definition.

These strategies report performance on different (OOS, Composite). Live and composite results come from real accounts; out-of-sample, hypothetical and model results don't. Compare return and risk with care.

0.0%

19.9%Best

11.6%Best

10.1%

11.4%

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1.03

—

-7.8%

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Fee

—

0.25%

Minimum investment

—

$50

Each source uses its own scale

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5(1-5 risk profile (SoFi))

Inception

—

2021-01-01

Holdings

—

40%

73%Best

Every published figureShow 31 attributes

Each row is one exact variant (window and basis), so a value appears only where a source publishes it.

Classification

AI categories (Composer)

annual rebalance, diversification, equal-weight tilt, long-only, s&p 500, us equities

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Asset classes / instruments

equities

equity, fixed income

ESG / responsible flag

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Holdings

Asset-class allocation

—

cash: 1.0% · stocks: 99.0%

Equity allocation

—

99.00%

Market-relative

Benchmark (methodology text)

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Committee compares against "static benchmarks for each strategy" (not named)

Benchmark return, 1 year

—

19.72%

Benchmark return, 3 years (annualized)

—

16.51%

Benchmark return, 5 years (annualized)

—

9.67%

Benchmark return, since inception (annualized)

—

10.14%

Benchmark return, year to date

—

-3.52%

Risk metrics

Calmar ratio, out-of-sample period (out-of-sample)

1.48

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Maximum drawdown, out-of-sample period (out-of-sample)

-7.81%

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Sharpe ratio, out-of-sample period (out-of-sample)

1.03

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Standard deviation, out-of-sample period (out-of-sample)

11.37%

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Cost & access

Management / advisory fee

—

0.25%

Minimum investment

—

$50

Construction

Rebalance frequency

yearly

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Rebalancing (methodology text)

—

Rebalances when a holding drifts about 5% from target (Form ADV)

Returns

Return, 1 year (client composite)

—

19.90%

Return, 3 years (annualized) (client composite)

—

17.17%

Return, 5 years (annualized) (client composite)

—

9.49%

Return, out-of-sample period (annualized) (out-of-sample)

11.59%

—

Return, out-of-sample period (cumulative) (out-of-sample)

7.58%

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Return, since inception (annualized) (client composite)

—

10.09%

Return, trailing 1 month (out-of-sample)

0.19%

—

Return, trailing 1 year (out-of-sample)

0.00%

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Return, trailing 3 months (out-of-sample)

0.91%

—

Return, year to date (client composite)

—

-2.57%

Risk score

Risk profile (SoFi)

—

Aggressive

Risk profile rank 1-5 (SoFi)

—

Compare investment strategies

At a glance

Growth of $10,000

What they say: stated rules

What they hold

Do the holdings back the rules?

Costs, access & sources

Compare investment strategies

At a glance

Growth of $10,000

What they say: stated rules

What they hold

Do the holdings back the rules?

Costs, access & sources