VizMetrics Inc. - Better visibility. Better results.

All Portfolios, ranked by Standard Deviation

for period ending April 30, 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.
    Standard Deviation Total Return, annualized
Recipe NameIDPeer GroupCategory1 year3 year5 year7 year10 year 1 year3 year5 year7 year10 year
   Group average9.7%**** 4.4%****
  
AQR Divers NADANXTactical: ManagedHedged: Arbitrage2.8%**** 4.8%****
AlphaClone AlternativeALFATactical: ManagedHedged: Long/Short25.0%**** 20.7%****
S&P AggressiveAOATactical: ManagedRisk-Driven12.3%**** 5.0%****
S&P ConservativeAOKTactical: ManagedRisk-Driven5.2%**** 5.2%****
S&P ModerateAOMTactical: ManagedRisk-Driven6.6%**** 5.2%****
S&P GrowthAORTactical: ManagedRisk-Driven9.2%**** 5.1%****
Arbitrage IARBNXTactical: ManagedHedged: Arbitrage1.3%**** 5.3%****
Am Century Target DateARTOXTactical: ManagedIncome: Multi7.9%**** 5.0%****
AQR Multi-Strat AltASAIXTactical: ManagedBlended4.3%**** -12.4%****
Absolute Strategies IASFIXTactical: ManagedHedged: Abs Return5.5%**** -4.3%****
Dreyfus Alpha IAVGRXTactical: ManagedBlended9.3%**** 5.2%****
BlackRock Strat Inc OppBASIXTactical: ManagedIncome: Multi1.7%**** 2.3%****
Ibbotson BalancedBETFXTactical: ManagedRisk-Driven8.6%**** 3.4%****
PwrSh Sr Loan PortfolioBKLNTactical: ManagedIncome: Float Rate5.9%**** 4.2%****
BlackRock EmMkt ABLSAXTactical: ManagedHedged: Long/Short15.0%**** -6.4%****
UBS Dyn Alpha ABNAAXTactical: ManagedBlended5.2%**** -0.6%****
UBS Global AllocBPGLXTactical: ManagedGlobal Macro10.4%**** 3.1%****
Robeco Long/Short IBPLSXTactical: ManagedHedged: Long/Short8.7%**** -7.6%****
Berkshire Hathaway IncBRK.ATactical: ManagedGlobal Macro16.9%**** 11.8%****
Calamos Convertible ACCVIXTactical: ManagedIncome: Multi11.7%**** 9.1%****
Invesco Convertible YCNSDXTactical: ManagedIncome: Multi14.0%**** 10.5%****
Columbia Thermostat ZCOTZXTactical: ManagedRisk-Driven4.4%**** 7.5%****
IQ CPI Hedge ETFCPITactical: ManagedHedged: Abs Return3.9%**** 2.3%****
ProShares Lg CapCSMTactical: ManagedHedged: 130-3018.2%**** 8.9%****
Calamos Global GrowthCVLOXTactical: ManagedIncome: Global12.3%**** 1.7%****
Calamos Market Neu IncCVSIXTactical: ManagedHedged: Mkt Neutral2.9%**** 3.2%****
Gugg Multi-AssetCVYTactical: ManagedIncome: Multi18.2%**** 5.7%****
Barclays Conv BondCWBTactical: ManagedIncome: Multi14.6%**** 10.1%****
WisdmTr EM HiYldDEMTactical: ManagedIncome: Equity16.6%**** 0.4%****
WisdmTr EM SmCapDGSTactical: ManagedIncome: Equity17.3%**** -4.7%****
Diamond Hill Long-Short IDHLSXTactical: ManagedHedged: Long/Short14.7%**** 10.1%****
WisdomTree ex-USDLNTactical: ManagedIncome: Equity15.5%**** 13.1%****
WisdmTr Intl SmCapDLSTactical: ManagedIncome: Equity13.2%**** -8.5%****
Dodge & Cox BalancedDODBXTactical: ManagedRisk-Driven11.8%**** 4.6%****
DFA Select Hedged DSHGXTactical: ManagedGlobal Macro15.6%**** 2.5%****
WisdmTr Top 100DTNTactical: ManagedIncome: Equity16.1%**** 6.3%****
MFS Target Return ADVRAXTactical: ManagedHedged: Abs Return4.8%**** 6.8%****
iShares Select DividendDVYTactical: ManagedIncome: Equity13.3%**** 8.5%****
SPDR S&P Int'lDWXTactical: ManagedIncome: Equity11.2%**** 1.5%****
EatonVance GlobalMacroEIGMXTactical: ManagedHedged: Abs Return2.1%**** -0.9%****
Fidelity BalancedFBALXTactical: ManagedRisk-Driven12.8%**** 9.3%****
Fidelity ConvertiblesFCVSXTactical: ManagedIncome: Multi13.5%**** 13.6%****
Fidelity EquityFEQTXTactical: ManagedIncome: Equity16.2%**** 7.9%****
Fidelity MuniFHIGXTactical: ManagedIncome: Tax Exempt2.9%**** 6.5%****
Nuveen Amer MuniFLAAXTactical: ManagedIncome: Tax Exempt2.8%**** 6.1%****
Federated Abs Return AFMAAXTactical: ManagedHedged: Abs Return5.0%**** -8.3%****
FPA CrescentFPACXTactical: ManagedRisk-Driven13.8%**** 7.9%****
Fidelity PuritanFPURXTactical: ManagedRisk-Driven12.5%**** 7.7%****
Fidelity StrategicFSDIXTactical: ManagedIncome: Equity12.1%**** 11.4%****
First Trust Focus 5FVTactical: ManagedSector Rotation24.2%**** 7.8%****
Gabelli ABC AAAGABCXTactical: ManagedHedged: Mkt Neutral2.1%**** 2.7%****
Natixis ASG GlobalGAFYXTactical: ManagedHedged: Abs Return5.7%**** 1.3%****
Goldman Sachs Instl GARTXTactical: ManagedHedged: Abs Return5.4%**** 3.1%****
Aberdeen Opti AllocGASIXTactical: ManagedBlended3.7%**** 1.4%****
GMO Benchm-FreeGBMFXTactical: ManagedGlobal Macro7.0%**** 1.0%****
Goldman DynamicGDIFXTactical: ManagedGlobal Macro6.2%**** -1.6%****
Leuthold GlobalGLBIXTactical: ManagedGlobal Macro8.2%**** -5.4%****
GMO Global AllocGMWAXTactical: ManagedGlobal Macro8.7%**** 1.9%****
Goldman Sachs Strat IncGSZAXTactical: ManagedIncome: Multi3.6%**** 0.9%****
Hedge ReplicationHDGTactical: ManagedBlended6.3%**** 1.4%****
iShares Hi Div EquityHDVTactical: ManagedIncome: Equity13.6%**** 17.0%****
Hancock Horizon InstHHQTXTactical: ManagedHedged: Long/Short9.9%**** 0.4%****
ETF: SPDR Inc AllocINKMTactical: ManagedIncome: Multi7.3%**** 5.7%****
Ivy Asset StrategyIVAEXTactical: ManagedGlobal Macro20.9%**** -10.1%****
IVA WorldwideIVWIXTactical: ManagedGlobal Macro9.5%**** 1.6%****
iSh MultiAsset IncomeIYLDTactical: ManagedIncome: Multi7.1%**** 6.0%****
Janus BalancedJANBXTactical: ManagedRisk-Driven10.2%**** 11.9%****
Jhancock Global Abs Ret IJHAIXTactical: ManagedHedged: Abs Return4.2%**** 1.7%****
JPMorgan Mkt Neutral AJMNAXTactical: ManagedHedged: Mkt Neutral4.5%**** 1.6%****
KCM MacroTrendsKCMTXTactical: ManagedHedged: Long/Short13.6%**** 5.0%****
Inst: Forward SelectKIFYXTactical: ManagedIncome: Multi11.5%**** 9.7%****
Columbia Div IncomeLBSAXTactical: ManagedIncome: Equity15.3%**** 14.2%****
Invesco Divers DividendLCEIXTactical: ManagedIncome: Equity12.9%**** 7.9%****
Leuthold CoreLCORXTactical: ManagedGlobal Macro6.9%**** -0.4%****
Lord Abbett Float RateLFRAXTactical: ManagedIncome: Float Rate4.2%**** 3.1%****
Loomis Global Eq ALGMAXTactical: ManagedIncome: Global12.8%**** 8.1%****
Loomis Global Eq YLSWWXTactical: ManagedGlobal Macro12.8%**** 8.4%****
BlackRock Global IMALOXTactical: ManagedGlobal Macro8.9%**** 2.0%****
IQ Hedge Macro ETFMCROTactical: ManagedBlended5.2%**** 0.6%****
BlackRock Eq DividendMDDVXTactical: ManagedIncome: Equity15.1%**** 7.2%****
FirstTrust Multi-AssetMDIVTactical: ManagedIncome: Multi11.7%**** 9.4%****
BlackRock Nat'l MuniMDNLXTactical: ManagedIncome: Tax Exempt2.6%**** 5.3%****
MainStay Marketfield AMFADXTactical: ManagedHedged: Long/Short10.0%**** -7.4%****
MFS Global Tot RetMFWIXTactical: ManagedGlobal Macro8.4%**** 3.4%****
Aberdeen Long-Short AMLSAXTactical: ManagedHedged: Long/Short18.1%**** 13.6%****
IQ Merger ArbitrageMNATactical: ManagedHedged: Arbitrage3.4%**** 2.2%****
MainStay Int'l OppMYITXTactical: ManagedHedged: 130-3013.7%**** -12.5%****
Grimaldi SectorNAVFXTactical: ManagedSector Rotation17.6%**** 6.6%****
Neuberger Berman Eq IncNBHAXTactical: ManagedIncome: Global12.7%**** 7.1%****
Nuveen Preferred INPSRXTactical: ManagedIncome: Multi6.0%**** 4.1%****
Putnam Abs Ret 100 YPARYXTactical: ManagedHedged: Abs Return0.9%**** 3.7%****
PIMCO All-AssetPAUIXTactical: ManagedGlobal Macro5.7%**** -2.9%****
Putnam 700 YPDMYXTactical: ManagedHedged: Abs Return5.9%**** -2.1%****
DWA Tech LeadersPDPTactical: ManagedBlended22.1%**** 11.8%****
iShr Preferred ETFPFFTactical: ManagedIncome: Multi7.7%**** 4.7%****
PIMCO Global MultiPGAIXTactical: ManagedGlobal Macro ****  ****
PowerSh Preferred ETFPGXTactical: ManagedIncome: Multi7.8%**** 6.9%****
PowerShares Intl DivPIDTactical: ManagedIncome: Equity15.6%**** 7.1%****
Principal GlobMultiStratPMSAXTactical: ManagedBlended3.8%**** 1.0%****
Pimco Income PPONPXTactical: ManagedIncome: Multi1.9%**** 5.1%****
Principal PreferredPPSIXTactical: ManagedIncome: Multi5.2%**** 4.6%****
T. Rowe Equity IncomePRFDXTactical: ManagedIncome: Equity16.3%**** 6.7%****
T. Rowe Summit MuniPRINXTactical: ManagedIncome: Tax Exempt2.6%**** 5.3%****
Permanent PortfolioPRPFXStrategic: ManagedLow Equity8.3%**** 3.5%****
T. Rowe Global BondPRSNXTactical: ManagedIncome: Multi2.9%**** 4.8%****
iSh Global EnergyPWCTactical: ManagedBlended15.8%**** 2.6%****
Putnam Abs Ret 300 YPYTRXTactical: ManagedHedged: Abs Return2.9%**** 2.9%****
IQ Hedge Multi-StratQAITactical: ManagedBlended4.7%**** 1.5%****
IQ Hedge ETFQMNTactical: ManagedHedged: Mkt Neutral3.0%**** 2.5%****
RAFI Long-ShortRALSTactical: ManagedHedged: Long/Short2.7%**** -3.5%****
RiverFront GlobalGroRLTSXTactical: ManagedGlobal Macro15.7%**** -4.0%****
MultiAsset ETFRLYTactical: ManagedHedged: Abs Return11.5%**** -3.1%****
S&P 500 Equal WeightRSPStrategic: ManagedEqual Weight18.7%**** 10.4%****
Hundredfold SelectSFHYXTactical: ManagedBlended6.1%**** 4.3%****
Sound Mind InvestingSMIFXTactical: ManagedMomentum17.7%**** 0.7%****
Schwab Div EquitySWDSXTactical: ManagedIncome: Equity16.9%**** 5.2%****
Schwab Hedged EqSWHEXTactical: ManagedHedged: Long/Short9.2%**** -1.1%****
Schwab BalancedSWOBXTactical: ManagedRisk-Driven11.7%**** 7.6%****
FundX Tact UpgraderTACTXTactical: ManagedMomentum4.0%**** 2.3%****
Thornburg Inv Income ATIBAXTactical: ManagedIncome: Global10.2%**** 6.1%****
Thornburg Inv Income YTIBIXTactical: ManagedGlobal Macro9.8%**** 6.0%****
T. Rowe Retire BalancedTRRIXTactical: ManagedIncome: Multi6.6%**** 5.2%****
Vanguard LifeStrat GrowthVASGXTactical: ManagedRisk-Driven12.5%**** 6.1%****
Vanguard LifeStrategyVASIXTactical: ManagedIncome: Multi3.8%**** 5.7%****
Vanguard BalancedVBIAXTactical: ManagedRisk-Driven10.9%**** 10.0%****
Vanguard EquityVEIPXTactical: ManagedIncome: Equity15.1%**** 10.7%****
VALIC Global StratVGLSXTactical: ManagedGlobal Macro10.3%**** -1.3%****
Vanguard STAR InvVGSTXTactical: ManagedRisk-Driven11.1%**** 6.7%****
Vanguard Hi Div YldVHDYXTactical: ManagedIncome: Equity14.9%**** 10.2%****
ValueLine AssetAllocVLAAXTactical: ManagedRisk-Driven12.9%**** 16.8%****
Vanguard Market NeutralVMNFXTactical: ManagedHedged: Mkt Neutral5.6%**** -7.9%****
Vanguard Managed PayoutVPGDXTactical: ManagedIncome: Multi8.1%**** 3.3%****
Vanguard Target RetireVTINXTactical: ManagedIncome: Multi4.9%**** 5.2%****
Vanguard Wellington InvVWELXTactical: ManagedRisk-Driven9.9%**** 9.2%****
Vanguard Wellesley AdmVWIAXTactical: ManagedIncome: Multi5.8%**** 8.4%****
Vanguard Wellesley InvVWINXTactical: ManagedRisk-Driven5.8%**** 8.2%****
Vanguard LT Tax-Exempt VWLTXTactical: ManagedIncome: Tax Exempt2.8%**** 6.6%****
WF Asset AllocationWFAIXTactical: ManagedRisk-Driven11.0%**** 9.9%****
Strategic 50-50s.5050Strategic: DIYBalanced9.0%**** 9.3%****
Strategic 60-40 Portfolios.6040Strategic: DIYBalanced10.8%**** 10.0%****
Strategic 70-30 Portfolios.7030Strategic: DIYHigh Equity12.6%**** 10.7%****
7Twelve Israelsons.712Strategic: DIYBalanced10.9%**** 2.8%****
Strategic 80-20 Portfolios.8020Strategic: DIYHigh Equity14.5%**** 11.4%****
ETF Aggressives.aggrStrategic: DIYHigh Equity13.5%**** 2.9%****
Lazy: Aronsons.aronStrategic: DIYHigh Equity11.9%**** 4.7%****
Ben Stein inspireds.bensStrategic: DIYHigh Equity12.3%**** 5.2%****
Harry Browne inspireds.browStrategic: DIYLow Equity4.4%**** 5.2%****
Lazy: Ultimate Buy & Holds.buyhStrategic: DIYBalanced9.1%**** 4.3%****
Lazy: Coffeehouses.coffStrategic: DIYBalanced10.4%**** 7.7%****
Couch Potato: Scott Burnss.coucStrategic: DIYBalanced9.6%**** 8.0%****
Ray Dalio inspireds.daliStrategic: DIYLow Equity5.5%**** 4.7%****
Ben Graham 50-50s.grahStrategic: DIYBalanced8.3%**** 4.3%****
Safe Haven Portfolios.haveStrategic: DIYBalanced5.7%**** 5.2%****
Ivy Portfolios.ivypStrategic: DIYLow Equity10.9%**** 5.7%****
Six Ways from Sundays.lazyStrategic: DIYBalanced11.4%**** 3.3%****
Low Volatility Portfolios.lowvStrategic: DIYHigh Equity6.1%**** 6.2%****
Lazy: Margaritavilles.margStrategic: DIYBalanced10.6%**** 4.1%****
ETF Moderates.modeStrategic: DIYBalanced10.4%**** 6.6%****
Lazy: No Brainers.nobrStrategic: DIYHigh Equity12.8%**** 6.4%****
No Equity Portfolios.noeqStrategic: DIYLow Equity7.2%**** 7.8%****
Permanent Pluss.plusStrategic: DIYLow Equity6.5%**** 7.4%****
Lazy: Second Graders.secoStrategic: DIYHigh Equity14.5%**** 7.0%****
Lazy: Smart Moneys.smarStrategic: DIYBalanced10.0%**** 6.2%****
Black Swan Hyperinflations.swanStrategic: DIYLow Equity8.5%**** -5.0%****
David Swensen inspireds.swenStrategic: DIYBalanced11.2%**** 8.7%****
Talmud Broad Markets.talbStrategic: DIYLow Equity11.8%**** 12.6%****
Talmud with Blue Chips.talcStrategic: DIYLow Equity10.4%**** 12.4%****
Talmud Equities and Golds.talgStrategic: DIYLow Equity10.5%**** 9.8%****
Talmud Dividend Equitiess.talmStrategic: DIYLow Equity9.6%**** 10.4%****
Talmud with Small Caps.talsStrategic: DIYLow Equity13.4%**** 9.2%****
Worst Case Scenarios.worsStrategic: DIYLow Equity4.7%**** 2.2%****
Lazy: Yale Unconventionals.yaleStrategic: DIYHigh Equity11.2%**** 8.4%****
Adaptive Allocation At.aaaaTactical: DIYAdaptive7.7%**** -2.3%****
Adaptive Allocation Bt.aaabTactical: DIYAdaptive8.1%**** -1.7%****
Adaptive Allocation Ct.aaacTactical: DIYAdaptive8.1%**** -1.9%****
Adaptive Allocation Dt.aaadTactical: DIYAdaptive9.8%**** 4.4%****
Adaptive Allocation Et.aaaeTactical: DIYAdaptive10.0%**** 4.3%****
Adaptive Allocation Ft.aaafTactical: DIYAdaptive11.0%**** 0.8%****
Active Combined Assett.acapTactical: DIYMomentum9.6%**** 6.2%****
Minimum CdaRt.cdarTactical: DIYRisk-Driven7.5%**** 0.2%****
Minimum Correlationt.cocoTactical: DIYCorrelation9.5%**** 3.6%****
Minimum CvaRt.cvarTactical: DIYRisk-Driven7.5%**** 2.5%****
Defensive Bondt.dbndTactical: DIYMomentum2.6%**** 5.2%****
Equal Weight With Clustert.distTactical: DIYCorrelation8.6%**** 6.6%****
Dynamic Harry Brownet.dyhbTactical: DIYMomentum5.8%**** 2.5%****
Equal Risk Contributiont.eqrcTactical: DIYRisk-Driven7.9%**** 4.1%****
Equal Weight Portfoliot.eqwtTactical: DIYEqual Weight12.0%**** 6.8%****
Faber Rel Strength: Top 1t.frs1Tactical: DIYMomentum13.1%**** -3.6%****
Faber Rel Strength: Top 2t.frs2Tactical: DIYMomentum11.5%**** -4.6%****
Faber Rel Strength: Top 3t.frs3Tactical: DIYMomentum8.3%**** 0.0%****
Faber Rel Strength: Top 4t.frs4Tactical: DIYMomentum6.3%**** 1.7%****
Minimum Drawdownt.lossTactical: DIYRisk-Driven7.1%**** 6.6%****
Minimum Downside MADt.maddTactical: DIYRisk-Driven7.0%**** 4.2%****
Minimum Mean Abs Deviationt.madmTactical: DIYRisk-Driven7.0%**** 4.2%****
Minimum Correlation At.mca1Tactical: DIYRisk-Driven6.9%**** 3.3%****
Minimum Correlation Bt.mca2Tactical: DIYRisk-Driven7.4%**** 3.0%****
Maximum Diversificationt.mdivTactical: DIYDiversification8.1%**** 3.2%****
Minimum Variance Bt.mva2Tactical: DIYRisk-Driven6.7%**** 2.3%****
Minimum Variance Ct.mva3Tactical: DIYRisk-Driven6.9%**** 2.3%****
Minimum Variance At.mvarTactical: DIYRisk-Driven7.1%**** 4.4%****
Pure Momentumt.pureTactical: DIYMomentum16.5%**** 15.2%****
Quarterly Asset Rotationt.qaroTactical: DIYMomentum3.8%**** 1.2%****
Min Downside Deviationt.risdTactical: DIYRisk-Driven7.2%**** 5.2%****
Risk Parity Portfolio At.rpbaTactical: DIYRisk-Driven9.5%**** 5.6%****
Risk Parity With Clustert.rpclTactical: DIYRisk-Driven7.0%**** 3.7%****
Risk Parity Portfolio Bt.rsopTactical: DIYRisk-Driven9.9%**** 5.4%****
Maximum Sharpe Portfoliot.sharTactical: DIYRisk/Reward10.8%**** 5.4%****
Maximum Sortino Portfoliot.sortTactical: DIYRisk/Reward10.6%**** 5.6%****
Quartile Sector Rotationt.srqrTactical: DIYSector Rotation30.7%**** 2.1%****
Rel Strength Sector Rotatnt.srrsTactical: DIYSector Rotation12.5%**** 4.9%****
Top 3 Sector Rotationt.srt3Tactical: DIYSector Rotation15.7%**** -0.8%****
Top 5 Sector Rotationt.srt5Tactical: DIYSector Rotation17.8%**** 6.2%****
Target Return Post-Modernt.trddTactical: DIYTarget Return12.3%**** -1.4%****
Target Return 12%t.tretTactical: DIYRisk-Driven12.4%**** -0.9%****
Target Risk 10%t.trisTactical: DIYRisk-Driven10.1%**** 4.0%****