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All Portfolios, ranked by Historical Return

for period ending February 28, 2019
 
Use the table below to compare the performance of all the portfolios in this peer group. You may sort by any column by clicking on the column headings in the gray row.
    Historical Return Total Return, annualized
Recipe NameIDPeer GroupCategory20142015201620172018 1 year3 year5 year7 year10 year
   Group average7.1%**** 1.1%****
  
AQR Divers NADANXTactical: ManagedHedged: Arbitrage-5.2%**** 4.1%****
AlphaClone AlternativeALFATactical: ManagedHedged: Long/Short12.5%**** 9.1%****
S&P AggressiveAOATactical: ManagedRisk-Driven6.0%**** -0.2%****
S&P ConservativeAOKTactical: ManagedRisk-Driven4.0%**** 1.8%****
S&P ModerateAOMTactical: ManagedRisk-Driven4.7%**** 1.5%****
S&P GrowthAORTactical: ManagedRisk-Driven6.4%**** 0.8%****
Arbitrage IARBNXTactical: ManagedHedged: Arbitrage1.6%**** 1.8%****
Am Century Target DateARTOXTactical: ManagedIncome: Multi6.2%**** 1.5%****
AQR Multi-Strat AltASAIXTactical: ManagedBlended7.5%**** -12.7%****
Absolute Strategies IASFIXTactical: ManagedHedged: Abs Return1.1%**** -1.1%****
Dreyfus Alpha IAVGRXTactical: ManagedBlended8.3%**** 1.2%****
BlackRock Strat Inc OppBASIXTactical: ManagedIncome: Multi3.6%**** -0.0%****
Ibbotson BalancedBETFXTactical: ManagedRisk-Driven4.5%**** 0.0%****
PwrSh Sr Loan PortfolioBKLNTactical: ManagedIncome: Float Rate0.5%**** 3.3%****
BlackRock EmMkt ABLSAXTactical: ManagedHedged: Long/Short-2.3%**** -10.1%****
UBS Dyn Alpha ABNAAXTactical: ManagedBlended3.2%**** -3.1%****
UBS Global AllocBPGLXTactical: ManagedGlobal Macro6.6%**** -1.1%****
Robeco Long/Short IBPLSXTactical: ManagedHedged: Long/Short4.7%**** -9.0%****
Berkshire Hathaway IncBRK.ATactical: ManagedGlobal Macro27.0%**** -2.6%****
Calamos Convertible ACCVIXTactical: ManagedIncome: Multi4.9%**** 7.2%****
Invesco Convertible YCNSDXTactical: ManagedIncome: Multi4.2%**** 6.5%****
Columbia Thermostat ZCOTZXTactical: ManagedRisk-Driven5.6%**** 5.2%****
IQ CPI Hedge ETFCPITactical: ManagedHedged: Abs Return5.3%**** 1.2%****
ProShares Lg CapCSMTactical: ManagedHedged: 130-3016.5%**** 2.0%****
Calamos Global GrowthCVLOXTactical: ManagedIncome: Global1.8%**** -4.4%****
Calamos Market Neu IncCVSIXTactical: ManagedHedged: Mkt Neutral2.0%**** 2.7%****
Gugg Multi-AssetCVYTactical: ManagedIncome: Multi-4.3%**** 4.7%****
Barclays Conv BondCWBTactical: ManagedIncome: Multi7.7%**** 6.9%****
WisdmTr EM HiYldDEMTactical: ManagedIncome: Equity-13.3%**** -4.4%****
WisdmTr EM SmCapDGSTactical: ManagedIncome: Equity-3.5%**** -9.7%****
Diamond Hill Long-Short IDHLSXTactical: ManagedHedged: Long/Short7.5%**** 1.0%****
WisdomTree ex-USDLNTactical: ManagedIncome: Equity14.0%**** 5.3%****
WisdmTr Intl SmCapDLSTactical: ManagedIncome: Equity-9.0%**** -11.3%****
Dodge & Cox BalancedDODBXTactical: ManagedRisk-Driven8.9%**** 1.4%****
DFA Select Hedged DSHGXTactical: ManagedGlobal Macro3.9%**** -1.8%****
WisdmTr Top 100DTNTactical: ManagedIncome: Equity15.0%**** 1.1%****
MFS Target Return ADVRAXTactical: ManagedHedged: Abs Return2.4%**** 3.6%****
iShares Select DividendDVYTactical: ManagedIncome: Equity14.9%**** 5.3%****
SPDR S&P Int'lDWXTactical: ManagedIncome: Equity-6.6%**** -1.8%****
EatonVance GlobalMacroEIGMXTactical: ManagedHedged: Abs Return3.0%**** -1.8%****
Fidelity BalancedFBALXTactical: ManagedRisk-Driven10.4%**** 3.4%****
Fidelity ConvertiblesFCVSXTactical: ManagedIncome: Multi9.3%**** 8.5%****
Fidelity EquityFEQTXTactical: ManagedIncome: Equity11.6%**** 0.8%****
Fidelity MuniFHIGXTactical: ManagedIncome: Tax Exempt10.5%**** 4.2%****
Nuveen Amer MuniFLAAXTactical: ManagedIncome: Tax Exempt13.4%**** 3.6%****
Federated Abs Return AFMAAXTactical: ManagedHedged: Abs Return6.0%**** -14.5%****
FPA CrescentFPACXTactical: ManagedRisk-Driven6.6%**** 0.5%****
Fidelity PuritanFPURXTactical: ManagedRisk-Driven10.6%**** 2.1%****
Fidelity StrategicFSDIXTactical: ManagedIncome: Equity13.3%**** 6.7%****
First Trust Focus 5FVTactical: ManagedSector Rotation **** 1.4%****
Gabelli ABC AAAGABCXTactical: ManagedHedged: Mkt Neutral1.2%**** 2.0%****
Natixis ASG GlobalGAFYXTactical: ManagedHedged: Abs Return3.8%**** -1.2%****
Goldman Sachs Instl GARTXTactical: ManagedHedged: Abs Return2.6%**** 0.6%****
Aberdeen Opti AllocGASIXTactical: ManagedBlended4.5%**** -0.8%****
GMO Benchm-FreeGBMFXTactical: ManagedGlobal Macro1.2%**** -1.5%****
Goldman DynamicGDIFXTactical: ManagedGlobal Macro2.6%**** 1.1%****
Leuthold GlobalGLBIXTactical: ManagedGlobal Macro3.4%**** -8.8%****
GMO Global AllocGMWAXTactical: ManagedGlobal Macro1.3%**** -2.0%****
Goldman Sachs Strat IncGSZAXTactical: ManagedIncome: Multi-0.9%**** -0.3%****
Hedge ReplicationHDGTactical: ManagedBlended1.4%**** 0.2%****
iShares Hi Div EquityHDVTactical: ManagedIncome: Equity12.6%**** 11.0%****
Hancock Horizon InstHHQTXTactical: ManagedHedged: Long/Short9.0%**** -1.5%****
ETF: SPDR Inc AllocINKMTactical: ManagedIncome: Multi6.4%**** 2.8%****
Ivy Asset StrategyIVAEXTactical: ManagedGlobal Macro-4.8%**** -14.6%****
IVA WorldwideIVWIXTactical: ManagedGlobal Macro3.5%**** -0.9%****
iSh MultiAsset IncomeIYLDTactical: ManagedIncome: Multi10.3%**** 4.4%****
Janus BalancedJANBXTactical: ManagedRisk-Driven8.5%**** 5.9%****
Jhancock Global Abs Ret IJHAIXTactical: ManagedHedged: Abs Return4.0%**** -2.1%****
JPMorgan Mkt Neutral AJMNAXTactical: ManagedHedged: Mkt Neutral2.8%**** 0.0%****
KCM MacroTrendsKCMTXTactical: ManagedHedged: Long/Short5.3%**** 2.6%****
Inst: Forward SelectKIFYXTactical: ManagedIncome: Multi17.2%**** 7.4%****
Columbia Div IncomeLBSAXTactical: ManagedIncome: Equity12.4%**** 5.2%****
Invesco Divers DividendLCEIXTactical: ManagedIncome: Equity12.1%**** 4.4%****
Leuthold CoreLCORXTactical: ManagedGlobal Macro8.6%**** -4.1%****
Lord Abbett Float RateLFRAXTactical: ManagedIncome: Float Rate0.9%**** 2.2%****
Loomis Global Eq ALGMAXTactical: ManagedIncome: Global3.2%**** 2.0%****
Loomis Global Eq YLSWWXTactical: ManagedGlobal Macro3.5%**** 2.3%****
BlackRock Global IMALOXTactical: ManagedGlobal Macro2.1%**** -1.9%****
IQ Hedge Macro ETFMCROTactical: ManagedBlended-2.5%**** -0.9%****
BlackRock Eq DividendMDDVXTactical: ManagedIncome: Equity9.1%**** 1.7%****
FirstTrust Multi-AssetMDIVTactical: ManagedIncome: Multi6.6%**** 7.6%****
BlackRock Nat'l MuniMDNLXTactical: ManagedIncome: Tax Exempt10.0%**** 2.7%****
MainStay Marketfield AMFADXTactical: ManagedHedged: Long/Short-12.5%**** -9.6%****
MFS Global Tot RetMFWIXTactical: ManagedGlobal Macro4.7%**** -0.5%****
Aberdeen Long-Short AMLSAXTactical: ManagedHedged: Long/Short1.2%**** 4.7%****
IQ Merger ArbitrageMNATactical: ManagedHedged: Arbitrage5.2%**** 4.1%****
MainStay Int'l OppMYITXTactical: ManagedHedged: 130-30-4.3%**** -15.2%****
Grimaldi SectorNAVFXTactical: ManagedSector Rotation11.3%**** -0.2%****
Neuberger Berman Eq IncNBHAXTactical: ManagedIncome: Global11.4%**** 4.0%****
Nuveen Preferred INPSRXTactical: ManagedIncome: Multi9.1%**** 0.6%****
Putnam Abs Ret 100 YPARYXTactical: ManagedHedged: Abs Return1.0%**** 3.1%****
PIMCO All-AssetPAUIXTactical: ManagedGlobal Macro-2.3%**** -2.0%****
Putnam 700 YPDMYXTactical: ManagedHedged: Abs Return6.2%**** -2.6%****
DWA Tech LeadersPDPTactical: ManagedBlended12.2%**** 4.2%****
iShr Preferred ETFPFFTactical: ManagedIncome: Multi14.1%**** 2.3%****
PIMCO Global MultiPGAIXTactical: ManagedGlobal Macro ****  ****
PowerSh Preferred ETFPGXTactical: ManagedIncome: Multi16.3%**** 4.2%****
PowerShares Intl DivPIDTactical: ManagedIncome: Equity-1.3%**** 3.6%****
Principal GlobMultiStratPMSAXTactical: ManagedBlended3.4%**** -1.3%****
Pimco Income PPONPXTactical: ManagedIncome: Multi7.1%**** 3.3%****
Principal PreferredPPSIXTactical: ManagedIncome: Multi11.5%**** 1.4%****
T. Rowe Equity IncomePRFDXTactical: ManagedIncome: Equity7.5%**** 0.1%****
T. Rowe Summit MuniPRINXTactical: ManagedIncome: Tax Exempt11.5%**** 2.9%****
Permanent PortfolioPRPFXStrategic: ManagedLow Equity-0.8%**** 2.1%****
T. Rowe Global BondPRSNXTactical: ManagedIncome: Multi4.3%**** 3.1%****
iSh Global EnergyPWCTactical: ManagedBlended9.1%**** 1.6%****
Putnam Abs Ret 300 YPYTRXTactical: ManagedHedged: Abs Return1.8%**** 2.4%****
IQ Hedge Multi-StratQAITactical: ManagedBlended1.4%**** -0.4%****
IQ Hedge ETFQMNTactical: ManagedHedged: Mkt Neutral-0.6%**** 0.6%****
RAFI Long-ShortRALSTactical: ManagedHedged: Long/Short0.3%**** -1.0%****
RiverFront GlobalGroRLTSXTactical: ManagedGlobal Macro0.2%**** -7.9%****
MultiAsset ETFRLYTactical: ManagedHedged: Abs Return-7.9%**** -0.9%****
S&P 500 Equal WeightRSPStrategic: ManagedEqual Weight14.1%**** 5.1%****
Hundredfold SelectSFHYXTactical: ManagedBlended1.9%**** 1.4%****
Sound Mind InvestingSMIFXTactical: ManagedMomentum3.9%**** -4.9%****
Schwab Div EquitySWDSXTactical: ManagedIncome: Equity11.7%**** 0.4%****
Schwab Hedged EqSWHEXTactical: ManagedHedged: Long/Short10.4%**** -1.7%****
Schwab BalancedSWOBXTactical: ManagedRisk-Driven8.9%**** 3.0%****
FundX Tact UpgraderTACTXTactical: ManagedMomentum0.5%**** 4.7%****
Thornburg Inv Income ATIBAXTactical: ManagedIncome: Global4.5%**** 3.0%****
Thornburg Inv Income YTIBIXTactical: ManagedGlobal Macro4.9%**** 2.9%****
T. Rowe Retire BalancedTRRIXTactical: ManagedIncome: Multi3.9%**** 2.0%****
Vanguard LifeStrat GrowthVASGXTactical: ManagedRisk-Driven7.2%**** 1.1%****
Vanguard LifeStrategyVASIXTactical: ManagedIncome: Multi6.8%**** 2.9%****
Vanguard BalancedVBIAXTactical: ManagedRisk-Driven10.0%**** 4.6%****
Vanguard Conv SecVCVSXTactical: ManagedIncome: Multi2.4%**** 0.0%****
Vanguard EquityVEIPXTactical: ManagedIncome: Equity11.3%**** 4.9%****
VALIC Global StratVGLSXTactical: ManagedGlobal Macro1.8%**** -1.8%****
Vanguard STAR InvVGSTXTactical: ManagedRisk-Driven7.4%**** 1.8%****
Vanguard Hi Div YldVHDYXTactical: ManagedIncome: Equity13.4%**** 4.3%****
ValueLine AssetAllocVLAAXTactical: ManagedRisk-Driven6.9%**** 10.4%****
Vanguard Market NeutralVMNFXTactical: ManagedHedged: Mkt Neutral4.3%**** -5.1%****
Vanguard Managed PayoutVPGDXTactical: ManagedIncome: Multi5.8%**** 0.4%****
Vanguard Target RetireVTINXTactical: ManagedIncome: Multi5.5%**** 2.4%****
Vanguard Wellington InvVWELXTactical: ManagedRisk-Driven9.8%**** 4.1%****
Vanguard Wellesley AdmVWIAXTactical: ManagedIncome: Multi8.1%**** 4.4%****
Vanguard Wellesley InvVWINXTactical: ManagedRisk-Driven8.0%**** 4.4%****
Vanguard LT Tax-Exempt VWLTXTactical: ManagedIncome: Tax Exempt10.9%**** 4.1%****
WF Asset AllocationWFAIXTactical: ManagedRisk-Driven17.7%**** 4.0%****
Strategic 50-50s.5050Strategic: DIYBalanced9.2%**** 4.6%****
Strategic 60-40 Portfolios.6040Strategic: DIYBalanced9.9%**** 4.8%****
Strategic 70-30 Portfolios.7030Strategic: DIYHigh Equity10.6%**** 4.9%****
7Twelve Israelsons.712Strategic: DIYBalanced1.3%**** 1.7%****
Strategic 80-20 Portfolios.8020Strategic: DIYHigh Equity11.2%**** 5.0%****
ETF Aggressives.aggrStrategic: DIYHigh Equity2.6%**** -1.3%****
Lazy: Aronsons.aronStrategic: DIYHigh Equity6.4%**** 1.0%****
Ben Stein inspireds.bensStrategic: DIYHigh Equity4.2%**** 1.1%****
Harry Browne inspireds.browStrategic: DIYLow Equity9.2%**** 3.0%****
Lazy: Ultimate Buy & Holds.buyhStrategic: DIYBalanced4.1%**** 1.5%****
Lazy: Coffeehouses.coffStrategic: DIYBalanced9.2%**** 4.8%****
Couch Potato: Scott Burnss.coucStrategic: DIYBalanced8.1%**** 3.8%****
Ray Dalio inspireds.daliStrategic: DIYLow Equity5.1%**** 2.6%****
Ben Graham 50-50s.grahStrategic: DIYBalanced5.2%**** 1.2%****
Safe Haven Portfolios.haveStrategic: DIYBalanced5.4%**** 4.2%****
Ivy Portfolios.ivypStrategic: DIYLow Equity2.4%**** 4.2%****
Six Ways from Sundays.lazyStrategic: DIYBalanced4.5%**** 2.8%****
Low Volatility Portfolios.lowvStrategic: DIYHigh Equity5.0%**** 4.6%****
Lazy: Margaritavilles.margStrategic: DIYBalanced4.0%**** 0.2%****
ETF Moderates.modeStrategic: DIYBalanced7.2%**** 2.5%****
Lazy: No Brainers.nobrStrategic: DIYHigh Equity4.9%**** 2.7%****
No Equity Portfolios.noeqStrategic: DIYLow Equity17.9%**** 7.8%****
Permanent Pluss.plusStrategic: DIYLow Equity12.3%**** 3.7%****
Lazy: Second Graders.secoStrategic: DIYHigh Equity6.6%**** 1.4%****
Lazy: Smart Moneys.smarStrategic: DIYBalanced6.2%**** 3.1%****
Black Swan Hyperinflations.swanStrategic: DIYLow Equity-12.1%**** -1.5%****
David Swensen inspireds.swenStrategic: DIYBalanced13.1%**** 5.2%****
Talmud Broad Markets.talbStrategic: DIYLow Equity16.0%**** 9.5%****
Talmud with Blue Chips.talcStrategic: DIYLow Equity14.2%**** 9.8%****
Talmud Equities and Golds.talgStrategic: DIYLow Equity13.2%**** 8.3%****
Talmud Dividend Equitiess.talmStrategic: DIYLow Equity12.7%**** 10.2%****
Talmud with Small Caps.talsStrategic: DIYLow Equity11.6%**** 9.5%****
Worst Case Scenarios.worsStrategic: DIYLow Equity-2.4%**** 2.7%****
Lazy: Yale Unconventionals.yaleStrategic: DIYHigh Equity12.9%**** 5.0%****
Adaptive Allocation At.aaaaTactical: DIYAdaptive5.2%**** -1.7%****
Adaptive Allocation Bt.aaabTactical: DIYAdaptive8.1%**** -1.8%****
Adaptive Allocation Ct.aaacTactical: DIYAdaptive9.0%**** -2.1%****
Adaptive Allocation Dt.aaadTactical: DIYAdaptive9.1%**** -3.2%****
Adaptive Allocation Et.aaaeTactical: DIYAdaptive7.5%**** 3.8%****
Adaptive Allocation Ft.aaafTactical: DIYAdaptive14.6%**** 0.8%****
Active Combined Assett.acapTactical: DIYMomentum23.7%**** 0.4%****
Minimum CdaRt.cdarTactical: DIYRisk-Driven14.7%**** -2.6%****
Minimum Correlationt.cocoTactical: DIYCorrelation10.0%**** 1.1%****
Minimum CvaRt.cvarTactical: DIYRisk-Driven6.5%**** 1.3%****
Defensive Bondt.dbndTactical: DIYMomentum8.7%**** 3.7%****
Equal Weight With Clustert.distTactical: DIYCorrelation13.0%**** 4.8%****
Dynamic Harry Brownet.dyhbTactical: DIYMomentum6.6%**** 0.6%****
Equal Risk Contributiont.eqrcTactical: DIYRisk-Driven11.2%**** 1.2%****
Equal Weight Portfoliot.eqwtTactical: DIYEqual Weight9.6%**** 2.9%****
Faber Rel Strength: Top 1t.frs1Tactical: DIYMomentum7.7%**** -6.8%****
Faber Rel Strength: Top 2t.frs2Tactical: DIYMomentum14.8%**** -9.4%****
Faber Rel Strength: Top 3t.frs3Tactical: DIYMomentum12.9%**** -2.5%****
Faber Rel Strength: Top 4t.frs4Tactical: DIYMomentum8.5%**** -1.2%****
Minimum Drawdownt.lossTactical: DIYRisk-Driven11.2%**** 5.6%****
Minimum Downside MADt.maddTactical: DIYRisk-Driven14.2%**** 1.3%****
Minimum Mean Abs Deviationt.madmTactical: DIYRisk-Driven14.6%**** 1.3%****
Minimum Correlation At.mca1Tactical: DIYRisk-Driven12.2%**** 1.5%****
Minimum Correlation Bt.mca2Tactical: DIYRisk-Driven11.0%**** 0.8%****
Maximum Diversificationt.mdivTactical: DIYDiversification11.3%**** 0.7%****
Minimum Variance Bt.mva2Tactical: DIYRisk-Driven13.1%**** 0.9%****
Minimum Variance Ct.mva3Tactical: DIYRisk-Driven11.8%**** 0.8%****
Minimum Variance At.mvarTactical: DIYRisk-Driven13.6%**** 1.7%****
Pure Momentumt.pureTactical: DIYMomentum14.2%**** 3.9%****
Quarterly Asset Rotationt.qaroTactical: DIYMomentum4.5%**** 2.8%****
Min Downside Deviationt.risdTactical: DIYRisk-Driven11.4%**** 3.1%****
Risk Parity Portfolio At.rpbaTactical: DIYRisk-Driven10.0%**** 2.3%****
Risk Parity With Clustert.rpclTactical: DIYRisk-Driven11.1%**** 2.4%****
Risk Parity Portfolio Bt.rsopTactical: DIYRisk-Driven9.9%**** 2.2%****
Maximum Sharpe Portfoliot.sharTactical: DIYRisk/Reward15.7%**** -0.3%****
Maximum Sortino Portfoliot.sortTactical: DIYRisk/Reward16.3%**** 0.6%****
Quartile Sector Rotationt.srqrTactical: DIYSector Rotation15.6%**** -9.7%****
Rel Strength Sector Rotatnt.srrsTactical: DIYSector Rotation15.7%**** -2.1%****
Top 3 Sector Rotationt.srt3Tactical: DIYSector Rotation13.8%**** -8.8%****
Top 5 Sector Rotationt.srt5Tactical: DIYSector Rotation18.2%**** -2.1%****
Target Return Post-Modernt.trddTactical: DIYTarget Return14.7%**** -4.7%****
Target Return 12%t.tretTactical: DIYRisk-Driven15.2%**** -4.9%****
Target Risk 10%t.trisTactical: DIYRisk-Driven13.4%**** -2.6%****