VizMetrics Inc. - Better visibility. Better results.

All Portfolios, ranked by VizMetrics Score

for period ending June 30, 2020
 
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.
    VizMetrics Score Total Return, annualized
Recipe NameIDPeer GroupCategory1 year3 year5 year7 year10 year15 year 1 year3 year5 year7 year10 year15 year
   Group average67***** 2.4%*****
  
AQR Divers NADANXTactical: ManagedHedged: Arbitrage76***** 5.1%*****
AlphaClone AlternativeALFATactical: ManagedHedged: Long/Short58***** 8.5%*****
S&P AggressiveAOATactical: ManagedRisk-Driven62***** 2.1%*****
S&P ConservativeAOKTactical: ManagedRisk-Driven81***** 5.6%*****
S&P ModerateAOMTactical: ManagedRisk-Driven79***** 4.9%*****
S&P GrowthAORTactical: ManagedRisk-Driven70***** 3.5%*****
Arbitrage IARBNXTactical: ManagedHedged: Arbitrage83***** 3.3%*****
Am Century Target DateARTOXTactical: ManagedIncome: Multi75***** 4.1%*****
AQR Multi-Strat AltASAIXTactical: ManagedBlended5***** -31.5%*****
Absolute Strategies IASFIXTactical: ManagedHedged: Abs Return78***** 0.6%*****
Dreyfus Alpha IAVGRXTactical: ManagedBlended69***** 0.3%*****
BlackRock Strat Inc OppBASIXTactical: ManagedIncome: Multi75***** 2.4%*****
Ibbotson BalancedBETFXTactical: ManagedRisk-Driven64***** 0.7%*****
PwrSh Sr Loan PortfolioBKLNTactical: ManagedIncome: Float Rate67***** -1.8%*****
BlackRock EmMkt ABLSAXTactical: ManagedHedged: Long/Short41***** -4.8%*****
UBS Dyn Alpha ABNAAXTactical: ManagedBlended65***** -1.7%*****
UBS Global AllocBPGLXTactical: ManagedGlobal Macro64***** 1.0%*****
Robeco Long/Short IBPLSXTactical: ManagedHedged: Long/Short46***** -8.9%*****
Berkshire Hathaway IncBRK.ATactical: ManagedGlobal Macro31***** -16.0%*****
Calamos Convertible ACCVIXTactical: ManagedIncome: Multi95***** 21.3%*****
Invesco Convertible YCNSDXTactical: ManagedIncome: Multi86***** 14.9%*****
Columbia Thermostat ZCOTZXTactical: ManagedRisk-Driven100***** 21.0%*****
IQ CPI Hedge ETFCPITactical: ManagedHedged: Abs Return75***** -0.4%*****
ProShares Lg CapCSMTactical: ManagedHedged: 130-3055***** 2.4%*****
Calamos Global GrowthCVLOXTactical: ManagedIncome: Global71***** 8.0%*****
Calamos Market Neu IncCVSIXTactical: ManagedHedged: Mkt Neutral82***** 3.1%*****
Gugg Multi-AssetCVYTactical: ManagedIncome: Multi0***** -22.7%*****
Barclays Conv BondCWBTactical: ManagedIncome: Multi86***** 18.1%*****
WisdmTr EM HiYldDEMTactical: ManagedIncome: Equity22***** -15.0%*****
WisdmTr EM SmCapDGSTactical: ManagedIncome: Equity22***** -13.6%*****
Diamond Hill Long-Short IDHLSXTactical: ManagedHedged: Long/Short40***** -8.1%*****
WisdomTree ex-USDLNTactical: ManagedIncome: Equity50***** -1.3%*****
WisdmTr Intl SmCapDLSTactical: ManagedIncome: Equity23***** -11.6%*****
Dodge & Cox BalancedDODBXTactical: ManagedRisk-Driven51***** -1.4%*****
DFA Select Hedged DSHGXTactical: ManagedGlobal Macro44***** -2.6%*****
WisdmTr Top 100DTNTactical: ManagedIncome: Equity27***** -10.7%*****
MFS Target Return ADVRAXTactical: ManagedHedged: Abs Return77***** 2.5%*****
iShares Select DividendDVYTactical: ManagedIncome: Equity20***** -15.5%*****
SPDR S&P Int'lDWXTactical: ManagedIncome: Equity32***** -11.9%*****
EatonVance GlobalMacroEIGMXTactical: ManagedHedged: Abs Return79***** 4.9%*****
Fidelity BalancedFBALXTactical: ManagedRisk-Driven79***** 10.6%*****
Fidelity ConvertiblesFCVSXTactical: ManagedIncome: Multi89***** 15.4%*****
Fidelity EquityFEQTXTactical: ManagedIncome: Equity40***** -5.4%*****
Fidelity MuniFHIGXTactical: ManagedIncome: Tax Exempt76***** 2.7%*****
Nuveen Amer MuniFLAAXTactical: ManagedIncome: Tax Exempt75***** 3.1%*****
FPA CrescentFPACXTactical: ManagedRisk-Driven45***** -4.2%*****
Fidelity PuritanFPURXTactical: ManagedRisk-Driven84***** 11.1%*****
Fidelity StrategicFSDIXTactical: ManagedIncome: Equity61***** 0.9%*****
FundX UpgraderFUNDXTactical: ManagedMomentum67***** 6.3%*****
First Trust Focus 5FVTactical: ManagedSector Rotation64***** 6.4%*****
Gabelli ABC AAAGABCXTactical: ManagedHedged: Mkt Neutral75***** 0.2%*****
Natixis ASG GlobalGAFYXTactical: ManagedHedged: Abs Return64***** -4.2%*****
Goldman Sachs Instl GARTXTactical: ManagedHedged: Abs Return64***** -3.1%*****
Aberdeen Opti AllocGASIXTactical: ManagedBlended65***** -2.4%*****
GMO Benchm-FreeGBMFXTactical: ManagedGlobal Macro52***** -5.7%*****
Goldman DynamicGDIFXTactical: ManagedGlobal Macro66***** -4.3%*****
Leuthold GlobalGLBIXTactical: ManagedGlobal Macro63***** -1.4%*****
GMO Global AllocGMWAXTactical: ManagedGlobal Macro54***** -4.3%*****
Goldman Sachs Strat IncGSZAXTactical: ManagedIncome: Multi72***** 2.1%*****
Hedge ReplicationHDGTactical: ManagedBlended73***** 1.2%*****
iShares Hi Div EquityHDVTactical: ManagedIncome: Equity34***** -10.5%*****
Hancock Horizon InstHHQTXTactical: ManagedHedged: Long/Short49***** -6.8%*****
ETF: SPDR Inc AllocINKMTactical: ManagedIncome: Multi46***** -4.5%*****
Ivy Asset StrategyIVAEXTactical: ManagedGlobal Macro54***** 0.3%*****
IVA WorldwideIVWIXTactical: ManagedGlobal Macro44***** -9.0%*****
iSh MultiAsset IncomeIYLDTactical: ManagedIncome: Multi39***** -6.6%*****
Janus BalancedJANBXTactical: ManagedRisk-Driven79***** 8.5%*****
Jhancock Global Abs Ret IJHAIXTactical: ManagedHedged: Abs Return80***** 1.9%*****
JPMorgan Mkt Neutral AJMNAXTactical: ManagedHedged: Mkt Neutral90***** 8.0%*****
KCM MacroTrendsKCMTXTactical: ManagedHedged: Long/Short53***** -8.4%*****
Inst: Forward SelectKIFYXTactical: ManagedIncome: Multi11***** -13.8%*****
Columbia Div IncomeLBSAXTactical: ManagedIncome: Equity58***** 0.2%*****
Invesco Divers DividendLCEIXTactical: ManagedIncome: Equity40***** -7.7%*****
Leuthold CoreLCORXTactical: ManagedGlobal Macro72***** 2.9%*****
Lord Abbett Float RateLFRAXTactical: ManagedIncome: Float Rate45***** -7.5%*****
Loomis Global Eq ALGMAXTactical: ManagedIncome: Global73***** 6.4%*****
Loomis Global Eq YLSWWXTactical: ManagedGlobal Macro73***** 6.6%*****
BlackRock Global IMALOXTactical: ManagedGlobal Macro76***** 6.9%*****
IQ Hedge Macro ETFMCROTactical: ManagedBlended75***** 2.5%*****
BlackRock Eq DividendMDDVXTactical: ManagedIncome: Equity44***** -4.9%*****
FirstTrust Multi-AssetMDIVTactical: ManagedIncome: Multi0***** -21.2%*****
BlackRock Nat'l MuniMDNLXTactical: ManagedIncome: Tax Exempt77***** 2.5%*****
MainStay Marketfield AMFADXTactical: ManagedHedged: Long/Short67***** 4.0%*****
MFS Global Tot RetMFWIXTactical: ManagedGlobal Macro66***** 1.2%*****
Aberdeen Long-Short AMLSAXTactical: ManagedHedged: Long/Short77***** 12.4%*****
IQ Merger ArbitrageMNATactical: ManagedHedged: Arbitrage67***** -0.1%*****
MainStay Int'l OppMYITXTactical: ManagedHedged: 130-3034***** -9.8%*****
Grimaldi SectorNAVFXTactical: ManagedSector Rotation54***** 1.2%*****
Neuberger Berman Eq IncNBHAXTactical: ManagedIncome: Global40***** -7.6%*****
Nuveen Preferred INPSRXTactical: ManagedIncome: Multi56***** 0.1%*****
Putnam Abs Ret 100 YPARYXTactical: ManagedHedged: Abs Return80***** 2.9%*****
PIMCO All-AssetPAUIXTactical: ManagedGlobal Macro44***** -7.2%*****
Putnam 700 YPDMYXTactical: ManagedHedged: Abs Return60***** -8.3%*****
DWA Tech LeadersPDPTactical: ManagedBlended76***** 12.1%*****
iShr Preferred ETFPFFTactical: ManagedIncome: Multi59***** -0.7%*****
PIMCO Global MultiPGAIXTactical: ManagedGlobal Macro *****  *****
PowerSh Preferred ETFPGXTactical: ManagedIncome: Multi68***** 1.4%*****
PowerShares Intl DivPIDTactical: ManagedIncome: Equity5***** -22.0%*****
Principal GlobMultiStratPMSAXTactical: ManagedBlended67***** -0.8%*****
Pimco Income PPONPXTactical: ManagedIncome: Multi69***** 0.6%*****
Principal PreferredPPSIXTactical: ManagedIncome: Multi64***** 2.1%*****
T. Rowe Equity IncomePRFDXTactical: ManagedIncome: Equity29***** -11.2%*****
T. Rowe Summit MuniPRINXTactical: ManagedIncome: Tax Exempt75***** 2.3%*****
Permanent PortfolioPRPFXStrategic: ManagedLow Equity78***** 8.5%*****
T. Rowe Global BondPRSNXTactical: ManagedIncome: Multi72***** 3.6%*****
iSh Global EnergyPWCTactical: ManagedBlended34***** -8.5%*****
Putnam Abs Ret 300 YPYTRXTactical: ManagedHedged: Abs Return70***** 0.5%*****
IQ Hedge Multi-StratQAITactical: ManagedBlended75***** 1.6%*****
IQ Hedge ETFQMNTactical: ManagedHedged: Mkt Neutral76***** 1.3%*****
RAFI Long-ShortRALSTactical: ManagedHedged: Long/Short59***** -9.2%*****
RiverFront GlobalGroRLTSXTactical: ManagedGlobal Macro45***** -3.5%*****
MultiAsset ETFRLYTactical: ManagedHedged: Abs Return32***** -12.9%*****
S&P 500 Equal WeightRSPStrategic: ManagedEqual Weight40***** -3.4%*****
Hundredfold SelectSFHYXTactical: ManagedBlended100***** 14.8%*****
Sound Mind InvestingSMIFXTactical: ManagedMomentum45***** -3.7%*****
Schwab Div EquitySWDSXTactical: ManagedIncome: Equity26***** -12.7%*****
Schwab Hedged EqSWHEXTactical: ManagedHedged: Long/Short50***** -6.7%*****
Schwab BalancedSWOBXTactical: ManagedRisk-Driven77***** 7.1%*****
Thornburg Inv Income ATIBAXTactical: ManagedIncome: Global33***** -8.9%*****
Thornburg Inv Income YTIBIXTactical: ManagedGlobal Macro33***** -8.7%*****
T. Rowe Retire BalancedTRRIXTactical: ManagedIncome: Multi74***** 4.3%*****
Vanguard LifeStrat GrowthVASGXTactical: ManagedRisk-Driven64***** 3.6%*****
Vanguard LifeStrategyVASIXTactical: ManagedIncome: Multi87***** 6.7%*****
Vanguard BalancedVBIAXTactical: ManagedRisk-Driven79***** 8.3%*****
Vanguard EquityVEIPXTactical: ManagedIncome: Equity44***** -5.5%*****
VALIC Global StratVGLSXTactical: ManagedGlobal Macro57***** -4.4%*****
Vanguard STAR InvVGSTXTactical: ManagedRisk-Driven79***** 9.2%*****
ValueLine AssetAllocVLAAXTactical: ManagedRisk-Driven79***** 8.2%*****
Vanguard Market NeutralVMNFXTactical: ManagedHedged: Mkt Neutral68***** -3.9%*****
Vanguard Managed PayoutVPGDXTactical: ManagedIncome: Multi58***** -2.1%*****
Vanguard Target RetireVTINXTactical: ManagedIncome: Multi82***** 5.7%*****
Vanguard Wellington InvVWELXTactical: ManagedRisk-Driven71***** 4.7%*****
Vanguard Wellesley AdmVWIAXTactical: ManagedIncome: Multi80***** 5.7%*****
Vanguard Wellesley InvVWINXTactical: ManagedRisk-Driven80***** 5.7%*****
Vanguard LT Tax-Exempt VWLTXTactical: ManagedIncome: Tax Exempt83***** 4.9%*****
Vanguard Hi Div Yld ETFVYMTactical: ManagedIncome: Equity42***** -6.7%*****
WF Asset AllocationWFAIXTactical: ManagedRisk-Driven86***** 9.4%*****
Strategic 50-50s.5050Strategic: DIYBalanced81***** 8.3%*****
Strategic 60-40 Portfolios.6040Strategic: DIYBalanced78***** 8.0%*****
Strategic 70-30 Portfolios.7030Strategic: DIYHigh Equity74***** 7.7%*****
7Twelve Israelsons.712Strategic: DIYBalanced53***** -3.0%*****
Strategic 80-20 Portfolios.8020Strategic: DIYHigh Equity71***** 7.3%*****
ETF Aggressives.aggrStrategic: DIYHigh Equity60***** 2.1%*****
Lazy: Aronsons.aronStrategic: DIYHigh Equity68***** 4.6%*****
Ben Stein inspireds.bensStrategic: DIYHigh Equity59***** 0.5%*****
Harry Browne inspireds.browStrategic: DIYLow Equity100***** 16.0%*****
Lazy: Ultimate Buy & Holds.buyhStrategic: DIYBalanced63***** 0.1%*****
Lazy: Coffeehouses.coffStrategic: DIYBalanced62***** 0.7%*****
Couch Potato: Scott Burnss.coucStrategic: DIYBalanced80***** 7.9%*****
Ray Dalio inspireds.daliStrategic: DIYLow Equity82***** 6.9%*****
Ben Graham 50-50s.grahStrategic: DIYBalanced62***** -0.0%*****
Safe Haven Portfolios.haveStrategic: DIYBalanced71***** 4.0%*****
Ivy Portfolios.ivypStrategic: DIYLow Equity55***** -2.3%*****
Six Ways from Sundays.lazyStrategic: DIYBalanced45***** -5.4%*****
Low Volatility Portfolios.lowvStrategic: DIYHigh Equity67***** -0.9%*****
Lazy: Margaritavilles.margStrategic: DIYBalanced68***** 3.9%*****
ETF Moderates.modeStrategic: DIYBalanced69***** 4.3%*****
Lazy: No Brainers.nobrStrategic: DIYHigh Equity59***** 1.6%*****
No Equity Portfolios.noeqStrategic: DIYLow Equity99***** 15.0%*****
Permanent Pluss.plusStrategic: DIYLow Equity100***** 26.0%*****
Lazy: Second Graders.secoStrategic: DIYHigh Equity61***** 3.6%*****
Lazy: Smart Moneys.smarStrategic: DIYBalanced60***** -0.2%*****
Black Swan Hyperinflations.swanStrategic: DIYLow Equity44***** -5.5%*****
David Swensen inspireds.swenStrategic: DIYBalanced71***** 5.3%*****
Talmud Broad Markets.talbStrategic: DIYLow Equity66***** 3.3%*****
Talmud with Blue Chips.talcStrategic: DIYLow Equity64***** 0.9%*****
Talmud Equities and Golds.talgStrategic: DIYLow Equity73***** 8.3%*****
Talmud Dividend Equitiess.talmStrategic: DIYLow Equity65***** 3.7%*****
Talmud with Small Caps.talsStrategic: DIYLow Equity54***** -2.2%*****
Worst Case Scenarios.worsStrategic: DIYLow Equity96***** 9.8%*****
Lazy: Yale Unconventionals.yaleStrategic: DIYHigh Equity71***** 5.2%*****
Adaptive Allocation At.aaaaTactical: DIYAdaptive87***** 10.0%*****
Adaptive Allocation Bt.aaabTactical: DIYAdaptive82***** 8.4%*****
Adaptive Allocation Ct.aaacTactical: DIYAdaptive81***** 7.8%*****
Adaptive Allocation Dt.aaadTactical: DIYAdaptive87***** 11.7%*****
Adaptive Allocation Et.aaaeTactical: DIYAdaptive89***** 12.2%*****
Adaptive Allocation Ft.aaafTactical: DIYAdaptive100***** 19.3%*****
Active Combined Assett.acapTactical: DIYMomentum59***** -1.6%*****
Minimum CdaRt.cdarTactical: DIYRisk-Driven96***** 12.9%*****
Minimum Correlationt.cocoTactical: DIYCorrelation94***** 14.1%*****
Minimum CvaRt.cvarTactical: DIYRisk-Driven100***** 15.7%*****
Defensive Bondt.dbndTactical: DIYMomentum100***** 11.3%*****
Equal Weight With Clustert.distTactical: DIYCorrelation73***** 6.5%*****
Dynamic Harry Brownet.dyhbTactical: DIYMomentum99***** 13.0%*****
Equal Risk Contributiont.eqrcTactical: DIYRisk-Driven87***** 9.9%*****
Equal Weight Portfoliot.eqwtTactical: DIYEqual Weight76***** 8.7%*****
Faber Rel Strength: Top 1t.frs1Tactical: DIYMomentum78***** 6.1%*****
Faber Rel Strength: Top 2t.frs2Tactical: DIYMomentum73***** 2.2%*****
Faber Rel Strength: Top 3t.frs3Tactical: DIYMomentum86***** 6.4%*****
Faber Rel Strength: Top 4t.frs4Tactical: DIYMomentum75***** 1.6%*****
Minimum Drawdownt.lossTactical: DIYRisk-Driven100***** 14.5%*****
Minimum Downside MADt.maddTactical: DIYRisk-Driven87***** 9.1%*****
Minimum Mean Abs Deviationt.madmTactical: DIYRisk-Driven87***** 9.1%*****
Minimum Correlation At.mca1Tactical: DIYRisk-Driven96***** 13.6%*****
Minimum Correlation Bt.mca2Tactical: DIYRisk-Driven88***** 9.9%*****
Maximum Diversificationt.mdivTactical: DIYDiversification93***** 12.1%*****
Minimum Variance Bt.mva2Tactical: DIYRisk-Driven100***** 15.1%*****
Minimum Variance Ct.mva3Tactical: DIYRisk-Driven97***** 14.4%*****
Minimum Variance At.mvarTactical: DIYRisk-Driven94***** 12.8%*****
Pure Momentumt.pureTactical: DIYMomentum90***** 14.8%*****
Quarterly Asset Rotationt.qaroTactical: DIYMomentum100***** 20.7%*****
Min Downside Deviationt.risdTactical: DIYRisk-Driven98***** 13.8%*****
Risk Parity Portfolio At.rpbaTactical: DIYRisk-Driven76***** 8.3%*****
Risk Parity With Clustert.rpclTactical: DIYRisk-Driven75***** 6.1%*****
Risk Parity Portfolio Bt.rsopTactical: DIYRisk-Driven75***** 7.9%*****
Maximum Sharpe Portfoliot.sharTactical: DIYRisk/Reward100***** 14.4%*****
Maximum Sortino Portfoliot.sortTactical: DIYRisk/Reward98***** 13.4%*****
Quartile Sector Rotationt.srqrTactical: DIYSector Rotation31***** -10.2%*****
Rel Strength Sector Rotatnt.srrsTactical: DIYSector Rotation74***** 4.5%*****
Top 3 Sector Rotationt.srt3Tactical: DIYSector Rotation87***** 9.1%*****
Top 5 Sector Rotationt.srt5Tactical: DIYSector Rotation89***** 17.6%*****
Target Return Post-Modernt.trddTactical: DIYTarget Return95***** 12.2%*****
Target Return 12%t.tretTactical: DIYRisk-Driven98***** 14.1%*****
Target Risk 10%t.trisTactical: DIYRisk-Driven88***** 10.9%*****