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All Portfolios, ranked by VizMetrics Score

for period ending May 31, 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.
    VizMetrics Score Total Return, annualized
Recipe NameIDPeer GroupCategory1 year3 year5 year7 year10 year 1 year3 year5 year7 year10 year
   Group average75**** 0.6%****
  
AQR Divers NADANXTactical: ManagedHedged: Arbitrage100**** 4.3%****
AlphaClone AlternativeALFATactical: ManagedHedged: Long/Short69**** 7.7%****
S&P AggressiveAOATactical: ManagedRisk-Driven66**** -0.2%****
S&P ConservativeAOKTactical: ManagedRisk-Driven94**** 4.0%****
S&P ModerateAOMTactical: ManagedRisk-Driven88**** 3.0%****
S&P GrowthAORTactical: ManagedRisk-Driven78**** 1.4%****
Arbitrage IARBNXTactical: ManagedHedged: Arbitrage100**** 4.1%****
Am Century Target DateARTOXTactical: ManagedIncome: Multi82**** 2.1%****
AQR Multi-Strat AltASAIXTactical: ManagedBlended41**** -13.8%****
Absolute Strategies IASFIXTactical: ManagedHedged: Abs Return84**** 0.2%****
Dreyfus Alpha IAVGRXTactical: ManagedBlended75**** 0.5%****
BlackRock Strat Inc OppBASIXTactical: ManagedIncome: Multi98**** 2.7%****
Ibbotson BalancedBETFXTactical: ManagedRisk-Driven75**** 0.1%****
PwrSh Sr Loan PortfolioBKLNTactical: ManagedIncome: Float Rate91**** 3.3%****
BlackRock EmMkt ABLSAXTactical: ManagedHedged: Long/Short36**** -9.6%****
UBS Dyn Alpha ABNAAXTactical: ManagedBlended75**** -2.4%****
UBS Global AllocBPGLXTactical: ManagedGlobal Macro69**** -0.9%****
Robeco Long/Short IBPLSXTactical: ManagedHedged: Long/Short38**** -12.3%****
Berkshire Hathaway IncBRK.ATactical: ManagedGlobal Macro69**** 3.4%****
Calamos Convertible ACCVIXTactical: ManagedIncome: Multi79**** 2.6%****
Invesco Convertible YCNSDXTactical: ManagedIncome: Multi80**** 4.1%****
Columbia Thermostat ZCOTZXTactical: ManagedRisk-Driven100**** 5.5%****
IQ CPI Hedge ETFCPITactical: ManagedHedged: Abs Return85**** 0.3%****
ProShares Lg CapCSMTactical: ManagedHedged: 130-3055**** -0.2%****
Calamos Global GrowthCVLOXTactical: ManagedIncome: Global59**** -3.1%****
Calamos Market Neu IncCVSIXTactical: ManagedHedged: Mkt Neutral94**** 2.5%****
Gugg Multi-AssetCVYTactical: ManagedIncome: Multi55**** -1.6%****
Barclays Conv BondCWBTactical: ManagedIncome: Multi66**** 0.3%****
WisdmTr EM HiYldDEMTactical: ManagedIncome: Equity59**** -1.9%****
WisdmTr EM SmCapDGSTactical: ManagedIncome: Equity33**** -9.4%****
Diamond Hill Long-Short IDHLSXTactical: ManagedHedged: Long/Short77**** 4.5%****
WisdomTree ex-USDLNTactical: ManagedIncome: Equity72**** 4.4%****
WisdmTr Intl SmCapDLSTactical: ManagedIncome: Equity30**** -12.3%****
Dodge & Cox BalancedDODBXTactical: ManagedRisk-Driven67**** -0.3%****
DFA Select Hedged DSHGXTactical: ManagedGlobal Macro46**** -5.0%****
WisdmTr Top 100DTNTactical: ManagedIncome: Equity46**** -3.9%****
MFS Target Return ADVRAXTactical: ManagedHedged: Abs Return98**** 5.1%****
iShares Select DividendDVYTactical: ManagedIncome: Equity60**** -0.8%****
SPDR S&P Int'lDWXTactical: ManagedIncome: Equity77**** 1.7%****
EatonVance GlobalMacroEIGMXTactical: ManagedHedged: Abs Return89**** 0.2%****
Fidelity BalancedFBALXTactical: ManagedRisk-Driven73**** 2.4%****
Fidelity ConvertiblesFCVSXTactical: ManagedIncome: Multi86**** 5.8%****
Fidelity EquityFEQTXTactical: ManagedIncome: Equity62**** 1.0%****
Fidelity MuniFHIGXTactical: ManagedIncome: Tax Exempt100**** 7.0%****
Nuveen Amer MuniFLAAXTactical: ManagedIncome: Tax Exempt100**** 6.4%****
Federated Abs Return AFMAAXTactical: ManagedHedged: Abs Return47**** -11.4%****
FPA CrescentFPACXTactical: ManagedRisk-Driven69**** 1.4%****
Fidelity PuritanFPURXTactical: ManagedRisk-Driven69**** 1.0%****
Fidelity StrategicFSDIXTactical: ManagedIncome: Equity85**** 5.8%****
First Trust Focus 5FVTactical: ManagedSector Rotation36**** -4.5%****
Gabelli ABC AAAGABCXTactical: ManagedHedged: Mkt Neutral93**** 1.8%****
Natixis ASG GlobalGAFYXTactical: ManagedHedged: Abs Return75**** -1.6%****
Goldman Sachs Instl GARTXTactical: ManagedHedged: Abs Return83**** 0.8%****
Aberdeen Opti AllocGASIXTactical: ManagedBlended85**** 0.1%****
GMO Benchm-FreeGBMFXTactical: ManagedGlobal Macro76**** -1.2%****
Goldman DynamicGDIFXTactical: ManagedGlobal Macro74**** -3.3%****
Leuthold GlobalGLBIXTactical: ManagedGlobal Macro53**** -8.1%****
GMO Global AllocGMWAXTactical: ManagedGlobal Macro74**** -0.7%****
Goldman Sachs Strat IncGSZAXTactical: ManagedIncome: Multi91**** 1.5%****
Hedge ReplicationHDGTactical: ManagedBlended76**** -1.4%****
iShares Hi Div EquityHDVTactical: ManagedIncome: Equity87**** 9.4%****
Hancock Horizon InstHHQTXTactical: ManagedHedged: Long/Short49**** -7.4%****
ETF: SPDR Inc AllocINKMTactical: ManagedIncome: Multi92**** 4.2%****
Ivy Asset StrategyIVAEXTactical: ManagedGlobal Macro6**** -14.2%****
IVA WorldwideIVWIXTactical: ManagedGlobal Macro66**** -2.4%****
iSh MultiAsset IncomeIYLDTactical: ManagedIncome: Multi92**** 3.7%****
Janus BalancedJANBXTactical: ManagedRisk-Driven88**** 5.6%****
Jhancock Global Abs Ret IJHAIXTactical: ManagedHedged: Abs Return91**** 2.2%****
JPMorgan Mkt Neutral AJMNAXTactical: ManagedHedged: Mkt Neutral92**** 3.1%****
KCM MacroTrendsKCMTXTactical: ManagedHedged: Long/Short51**** -3.2%****
Inst: Forward SelectKIFYXTactical: ManagedIncome: Multi96**** 7.5%****
Columbia Div IncomeLBSAXTactical: ManagedIncome: Equity78**** 6.1%****
Invesco Divers DividendLCEIXTactical: ManagedIncome: Equity78**** 4.3%****
Leuthold CoreLCORXTactical: ManagedGlobal Macro70**** -2.9%****
Lord Abbett Float RateLFRAXTactical: ManagedIncome: Float Rate92**** 2.6%****
Loomis Global Eq ALGMAXTactical: ManagedIncome: Global76**** 2.9%****
Loomis Global Eq YLSWWXTactical: ManagedGlobal Macro77**** 3.1%****
BlackRock Global IMALOXTactical: ManagedGlobal Macro73**** -0.7%****
IQ Hedge Macro ETFMCROTactical: ManagedBlended76**** -1.9%****
BlackRock Eq DividendMDDVXTactical: ManagedIncome: Equity64**** 1.0%****
FirstTrust Multi-AssetMDIVTactical: ManagedIncome: Multi87**** 4.8%****
BlackRock Nat'l MuniMDNLXTactical: ManagedIncome: Tax Exempt100**** 5.2%****
MainStay Marketfield AMFADXTactical: ManagedHedged: Long/Short43**** -9.4%****
MFS Global Tot RetMFWIXTactical: ManagedGlobal Macro81**** 1.8%****
Aberdeen Long-Short AMLSAXTactical: ManagedHedged: Long/Short77**** 7.6%****
IQ Merger ArbitrageMNATactical: ManagedHedged: Arbitrage97**** 3.6%****
MainStay Int'l OppMYITXTactical: ManagedHedged: 130-3026**** -13.9%****
Grimaldi SectorNAVFXTactical: ManagedSector Rotation51**** -1.9%****
Neuberger Berman Eq IncNBHAXTactical: ManagedIncome: Global73**** 2.2%****
Nuveen Preferred INPSRXTactical: ManagedIncome: Multi97**** 4.8%****
Putnam Abs Ret 100 YPARYXTactical: ManagedHedged: Abs Return100**** 4.1%****
PIMCO All-AssetPAUIXTactical: ManagedGlobal Macro79**** -1.2%****
Putnam 700 YPDMYXTactical: ManagedHedged: Abs Return74**** -2.7%****
DWA Tech LeadersPDPTactical: ManagedBlended60**** 3.0%****
iShr Preferred ETFPFFTactical: ManagedIncome: Multi92**** 4.1%****
PIMCO Global MultiPGAIXTactical: ManagedGlobal Macro ****  ****
PowerSh Preferred ETFPGXTactical: ManagedIncome: Multi100**** 6.6%****
PowerShares Intl DivPIDTactical: ManagedIncome: Equity77**** 4.5%****
Principal GlobMultiStratPMSAXTactical: ManagedBlended86**** 0.5%****
Pimco Income PPONPXTactical: ManagedIncome: Multi100**** 5.7%****
Principal PreferredPPSIXTactical: ManagedIncome: Multi100**** 5.2%****
T. Rowe Equity IncomePRFDXTactical: ManagedIncome: Equity58**** 0.2%****
T. Rowe Summit MuniPRINXTactical: ManagedIncome: Tax Exempt100**** 5.7%****
Permanent PortfolioPRPFXStrategic: ManagedLow Equity75**** -1.3%****
T. Rowe Global BondPRSNXTactical: ManagedIncome: Multi100**** 6.7%****
iSh Global EnergyPWCTactical: ManagedBlended38**** -7.9%****
Putnam Abs Ret 300 YPYTRXTactical: ManagedHedged: Abs Return97**** 3.3%****
IQ Hedge Multi-StratQAITactical: ManagedBlended81**** -0.5%****
IQ Hedge ETFQMNTactical: ManagedHedged: Mkt Neutral90**** 1.1%****
RAFI Long-ShortRALSTactical: ManagedHedged: Long/Short78**** -3.2%****
RiverFront GlobalGroRLTSXTactical: ManagedGlobal Macro28**** -11.6%****
MultiAsset ETFRLYTactical: ManagedHedged: Abs Return49**** -8.2%****
S&P 500 Equal WeightRSPStrategic: ManagedEqual Weight58**** 1.3%****
Hundredfold SelectSFHYXTactical: ManagedBlended86**** 2.1%****
Sound Mind InvestingSMIFXTactical: ManagedMomentum32**** -9.0%****
Schwab Div EquitySWDSXTactical: ManagedIncome: Equity50**** -2.9%****
Schwab Hedged EqSWHEXTactical: ManagedHedged: Long/Short49**** -8.3%****
Schwab BalancedSWOBXTactical: ManagedRisk-Driven74**** 1.9%****
FundX Tact UpgraderTACTXTactical: ManagedMomentum85**** 0.2%****
Thornburg Inv Income ATIBAXTactical: ManagedIncome: Global75**** 1.8%****
Thornburg Inv Income YTIBIXTactical: ManagedGlobal Macro76**** 1.8%****
T. Rowe Retire BalancedTRRIXTactical: ManagedIncome: Multi88**** 2.9%****
Vanguard LifeStrat GrowthVASGXTactical: ManagedRisk-Driven68**** 0.4%****
Vanguard LifeStrategyVASIXTactical: ManagedIncome: Multi100**** 5.1%****
Vanguard BalancedVBIAXTactical: ManagedRisk-Driven83**** 4.4%****
Vanguard EquityVEIPXTactical: ManagedIncome: Equity70**** 3.3%****
VALIC Global StratVGLSXTactical: ManagedGlobal Macro56**** -5.2%****
Vanguard STAR InvVGSTXTactical: ManagedRisk-Driven73**** 1.3%****
Vanguard Hi Div YldVHDYXTactical: ManagedIncome: Equity65**** 1.5%****
ValueLine AssetAllocVLAAXTactical: ManagedRisk-Driven100**** 14.2%****
Vanguard Market NeutralVMNFXTactical: ManagedHedged: Mkt Neutral48**** -11.5%****
Vanguard Managed PayoutVPGDXTactical: ManagedIncome: Multi75**** -0.3%****
Vanguard Target RetireVTINXTactical: ManagedIncome: Multi93**** 3.7%****
Vanguard Wellington InvVWELXTactical: ManagedRisk-Driven87**** 5.4%****
Vanguard Wellesley AdmVWIAXTactical: ManagedIncome: Multi100**** 7.0%****
Vanguard Wellesley InvVWINXTactical: ManagedRisk-Driven100**** 6.8%****
Vanguard LT Tax-Exempt VWLTXTactical: ManagedIncome: Tax Exempt100**** 7.0%****
WF Asset AllocationWFAIXTactical: ManagedRisk-Driven85**** 5.0%****
Strategic 50-50s.5050Strategic: DIYBalanced89**** 5.0%****
Strategic 60-40 Portfolios.6040Strategic: DIYBalanced84**** 4.6%****
Strategic 70-30 Portfolios.7030Strategic: DIYHigh Equity79**** 4.1%****
7Twelve Israelsons.712Strategic: DIYBalanced65**** -2.1%****
Strategic 80-20 Portfolios.8020Strategic: DIYHigh Equity73**** 3.6%****
ETF Aggressives.aggrStrategic: DIYHigh Equity61**** -1.8%****
Lazy: Aronsons.aronStrategic: DIYHigh Equity68**** -0.1%****
Ben Stein inspireds.bensStrategic: DIYHigh Equity66**** -0.4%****
Harry Browne inspireds.browStrategic: DIYLow Equity99**** 5.0%****
Lazy: Ultimate Buy & Holds.buyhStrategic: DIYBalanced77**** 0.9%****
Lazy: Coffeehouses.coffStrategic: DIYBalanced81**** 3.2%****
Couch Potato: Scott Burnss.coucStrategic: DIYBalanced84**** 3.9%****
Ray Dalio inspireds.daliStrategic: DIYLow Equity94**** 3.9%****
Ben Graham 50-50s.grahStrategic: DIYBalanced82**** 2.0%****
Safe Haven Portfolios.haveStrategic: DIYBalanced97**** 4.9%****
Ivy Portfolios.ivypStrategic: DIYLow Equity75**** 1.0%****
Six Ways from Sundays.lazyStrategic: DIYBalanced67**** -1.3%****
Low Volatility Portfolios.lowvStrategic: DIYHigh Equity96**** 5.3%****
Lazy: Margaritavilles.margStrategic: DIYBalanced71**** 0.2%****
ETF Moderates.modeStrategic: DIYBalanced79**** 2.3%****
Lazy: No Brainers.nobrStrategic: DIYHigh Equity68**** 0.4%****
No Equity Portfolios.noeqStrategic: DIYLow Equity100**** 9.3%****
Permanent Pluss.plusStrategic: DIYLow Equity99**** 6.4%****
Lazy: Second Graders.secoStrategic: DIYHigh Equity63**** 0.1%****
Lazy: Smart Moneys.smarStrategic: DIYBalanced76**** 1.4%****
Black Swan Hyperinflations.swanStrategic: DIYLow Equity50**** -9.5%****
David Swensen inspireds.swenStrategic: DIYBalanced86**** 5.2%****
Talmud Broad Markets.talbStrategic: DIYLow Equity95**** 8.3%****
Talmud with Blue Chips.talcStrategic: DIYLow Equity98**** 8.6%****
Talmud Equities and Golds.talgStrategic: DIYLow Equity94**** 6.3%****
Talmud Dividend Equitiess.talmStrategic: DIYLow Equity100**** 7.7%****
Talmud with Small Caps.talsStrategic: DIYLow Equity78**** 3.2%****
Worst Case Scenarios.worsStrategic: DIYLow Equity91**** 1.7%****
Lazy: Yale Unconventionals.yaleStrategic: DIYHigh Equity86**** 5.0%****
Adaptive Allocation At.aaaaTactical: DIYAdaptive50**** -8.1%****
Adaptive Allocation Bt.aaabTactical: DIYAdaptive52**** -7.2%****
Adaptive Allocation Ct.aaacTactical: DIYAdaptive51**** -7.3%****
Adaptive Allocation Dt.aaadTactical: DIYAdaptive65**** -2.1%****
Adaptive Allocation Et.aaaeTactical: DIYAdaptive53**** -5.3%****
Adaptive Allocation Ft.aaafTactical: DIYAdaptive56**** -5.1%****
Active Combined Assett.acapTactical: DIYMomentum91**** 5.7%****
Minimum CdaRt.cdarTactical: DIYRisk-Driven75**** -0.6%****
Minimum Correlationt.cocoTactical: DIYCorrelation78**** 1.2%****
Minimum CvaRt.cvarTactical: DIYRisk-Driven85**** 2.5%****
Defensive Bondt.dbndTactical: DIYMomentum100**** 5.6%****
Equal Weight With Clustert.distTactical: DIYCorrelation94**** 5.4%****
Dynamic Harry Brownet.dyhbTactical: DIYMomentum87**** 2.4%****
Equal Risk Contributiont.eqrcTactical: DIYRisk-Driven85**** 2.4%****
Equal Weight Portfoliot.eqwtTactical: DIYEqual Weight75**** 1.5%****
Faber Rel Strength: Top 1t.frs1Tactical: DIYMomentum49**** -5.9%****
Faber Rel Strength: Top 2t.frs2Tactical: DIYMomentum45**** -7.9%****
Faber Rel Strength: Top 3t.frs3Tactical: DIYMomentum69**** -2.1%****
Faber Rel Strength: Top 4t.frs4Tactical: DIYMomentum75**** -1.3%****
Minimum Drawdownt.lossTactical: DIYRisk-Driven94**** 4.7%****
Minimum Downside MADt.maddTactical: DIYRisk-Driven93**** 4.6%****
Minimum Mean Abs Deviationt.madmTactical: DIYRisk-Driven93**** 4.6%****
Minimum Correlation At.mca1Tactical: DIYRisk-Driven88**** 3.1%****
Minimum Correlation Bt.mca2Tactical: DIYRisk-Driven84**** 2.0%****
Maximum Diversificationt.mdivTactical: DIYDiversification84**** 2.6%****
Minimum Variance Bt.mva2Tactical: DIYRisk-Driven87**** 2.5%****
Minimum Variance Ct.mva3Tactical: DIYRisk-Driven83**** 1.5%****
Minimum Variance At.mvarTactical: DIYRisk-Driven91**** 4.2%****
Pure Momentumt.pureTactical: DIYMomentum59**** -0.4%****
Quarterly Asset Rotationt.qaroTactical: DIYMomentum95**** 3.8%****
Min Downside Deviationt.risdTactical: DIYRisk-Driven91**** 4.3%****
Risk Parity Portfolio At.rpbaTactical: DIYRisk-Driven77**** 1.1%****
Risk Parity With Clustert.rpclTactical: DIYRisk-Driven90**** 3.5%****
Risk Parity Portfolio Bt.rsopTactical: DIYRisk-Driven78**** 1.3%****
Maximum Sharpe Portfoliot.sharTactical: DIYRisk/Reward70**** -1.5%****
Maximum Sortino Portfoliot.sortTactical: DIYRisk/Reward68**** -2.3%****
Quartile Sector Rotationt.srqrTactical: DIYSector Rotation0**** -31.7%****
Rel Strength Sector Rotatnt.srrsTactical: DIYSector Rotation53**** -3.8%****
Top 3 Sector Rotationt.srt3Tactical: DIYSector Rotation25**** -11.1%****
Top 5 Sector Rotationt.srt5Tactical: DIYSector Rotation43**** -4.5%****
Target Return Post-Modernt.trddTactical: DIYTarget Return50**** -6.8%****
Target Return 12%t.tretTactical: DIYRisk-Driven54**** -5.1%****
Target Risk 10%t.trisTactical: DIYRisk-Driven69**** -0.4%****