VizMetrics Inc. - Better visibility. Better results.

All Portfolios, ranked by VizMetrics Score

for period ending March 31, 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 average58***** -5.6%*****
  
AQR Divers NADANXTactical: ManagedHedged: Arbitrage67***** -2.1%*****
AlphaClone AlternativeALFATactical: ManagedHedged: Long/Short35***** -11.9%*****
S&P AggressiveAOATactical: ManagedRisk-Driven49***** -9.0%*****
S&P ConservativeAOKTactical: ManagedRisk-Driven74***** 0.5%*****
S&P ModerateAOMTactical: ManagedRisk-Driven71***** -0.8%*****
S&P GrowthAORTactical: ManagedRisk-Driven59***** -5.0%*****
Arbitrage IARBNXTactical: ManagedHedged: Arbitrage79***** 0.0%*****
Am Century Target DateARTOXTactical: ManagedIncome: Multi65***** -3.2%*****
AQR Multi-Strat AltASAIXTactical: ManagedBlended19***** -28.3%*****
Absolute Strategies IASFIXTactical: ManagedHedged: Abs Return84***** 3.5%*****
Dreyfus Alpha IAVGRXTactical: ManagedBlended62***** -5.3%*****
BlackRock Strat Inc OppBASIXTactical: ManagedIncome: Multi71***** -1.3%*****
Ibbotson BalancedBETFXTactical: ManagedRisk-Driven54***** -8.3%*****
PwrSh Sr Loan PortfolioBKLNTactical: ManagedIncome: Float Rate65***** -5.1%*****
BlackRock EmMkt ABLSAXTactical: ManagedHedged: Long/Short25***** -20.4%*****
UBS Dyn Alpha ABNAAXTactical: ManagedBlended59***** -7.0%*****
UBS Global AllocBPGLXTactical: ManagedGlobal Macro54***** -7.1%*****
Robeco Long/Short IBPLSXTactical: ManagedHedged: Long/Short40***** -15.5%*****
Berkshire Hathaway IncBRK.ATactical: ManagedGlobal Macro43***** -9.7%*****
Calamos Convertible ACCVIXTactical: ManagedIncome: Multi59***** -3.7%*****
Invesco Convertible YCNSDXTactical: ManagedIncome: Multi61***** -2.7%*****
Columbia Thermostat ZCOTZXTactical: ManagedRisk-Driven98***** 10.4%*****
IQ CPI Hedge ETFCPITactical: ManagedHedged: Abs Return73***** -2.4%*****
ProShares Lg CapCSMTactical: ManagedHedged: 130-3038***** -11.9%*****
Calamos Global GrowthCVLOXTactical: ManagedIncome: Global48***** -10.1%*****
Calamos Market Neu IncCVSIXTactical: ManagedHedged: Mkt Neutral77***** -0.5%*****
Gugg Multi-AssetCVYTactical: ManagedIncome: Multi0***** -33.3%*****
Barclays Conv BondCWBTactical: ManagedIncome: Multi53***** -5.5%*****
WisdmTr EM HiYldDEMTactical: ManagedIncome: Equity20***** -22.7%*****
WisdmTr EM SmCapDGSTactical: ManagedIncome: Equity13***** -27.0%*****
Diamond Hill Long-Short IDHLSXTactical: ManagedHedged: Long/Short37***** -13.4%*****
WisdomTree ex-USDLNTactical: ManagedIncome: Equity40***** -11.6%*****
WisdmTr Intl SmCapDLSTactical: ManagedIncome: Equity15***** -24.1%*****
Dodge & Cox BalancedDODBXTactical: ManagedRisk-Driven40***** -12.4%*****
DFA Select Hedged DSHGXTactical: ManagedGlobal Macro29***** -17.1%*****
WisdmTr Top 100DTNTactical: ManagedIncome: Equity19***** -21.5%*****
MFS Target Return ADVRAXTactical: ManagedHedged: Abs Return72***** -1.0%*****
iShares Select DividendDVYTactical: ManagedIncome: Equity19***** -22.0%*****
SPDR S&P Int'lDWXTactical: ManagedIncome: Equity34***** -15.6%*****
EatonVance GlobalMacroEIGMXTactical: ManagedHedged: Abs Return74***** 0.7%*****
Fidelity BalancedFBALXTactical: ManagedRisk-Driven60***** -3.1%*****
Fidelity ConvertiblesFCVSXTactical: ManagedIncome: Multi68***** 1.4%*****
Fidelity EquityFEQTXTactical: ManagedIncome: Equity30***** -16.5%*****
Fidelity MuniFHIGXTactical: ManagedIncome: Tax Exempt80***** 3.3%*****
Nuveen Amer MuniFLAAXTactical: ManagedIncome: Tax Exempt76***** 2.4%*****
FPA CrescentFPACXTactical: ManagedRisk-Driven36***** -13.9%*****
Fidelity PuritanFPURXTactical: ManagedRisk-Driven65***** -1.9%*****
Fidelity StrategicFSDIXTactical: ManagedIncome: Equity50***** -8.8%*****
FundX UpgraderFUNDXTactical: ManagedMomentum48***** -8.6%*****
First Trust Focus 5FVTactical: ManagedSector Rotation38***** -14.0%*****
Gabelli ABC AAAGABCXTactical: ManagedHedged: Mkt Neutral71***** -3.1%*****
Natixis ASG GlobalGAFYXTactical: ManagedHedged: Abs Return66***** -4.5%*****
Goldman Sachs Instl GARTXTactical: ManagedHedged: Abs Return64***** -5.2%*****
Aberdeen Opti AllocGASIXTactical: ManagedBlended61***** -6.8%*****
GMO Benchm-FreeGBMFXTactical: ManagedGlobal Macro48***** -11.2%*****
Goldman DynamicGDIFXTactical: ManagedGlobal Macro68***** -4.4%*****
Leuthold GlobalGLBIXTactical: ManagedGlobal Macro54***** -9.4%*****
GMO Global AllocGMWAXTactical: ManagedGlobal Macro47***** -11.9%*****
Goldman Sachs Strat IncGSZAXTactical: ManagedIncome: Multi62***** -5.7%*****
Hedge ReplicationHDGTactical: ManagedBlended65***** -4.5%*****
iShares Hi Div EquityHDVTactical: ManagedIncome: Equity27***** -20.3%*****
Hancock Horizon InstHHQTXTactical: ManagedHedged: Long/Short44***** -12.5%*****
ETF: SPDR Inc AllocINKMTactical: ManagedIncome: Multi41***** -12.1%*****
Ivy Asset StrategyIVAEXTactical: ManagedGlobal Macro43***** -10.4%*****
IVA WorldwideIVWIXTactical: ManagedGlobal Macro41***** -14.2%*****
iSh MultiAsset IncomeIYLDTactical: ManagedIncome: Multi34***** -14.9%*****
Janus BalancedJANBXTactical: ManagedRisk-Driven67***** -0.2%*****
Jhancock Global Abs Ret IJHAIXTactical: ManagedHedged: Abs Return79***** 0.6%*****
JPMorgan Mkt Neutral AJMNAXTactical: ManagedHedged: Mkt Neutral91***** 9.1%*****
KCM MacroTrendsKCMTXTactical: ManagedHedged: Long/Short54***** -7.4%*****
Inst: Forward SelectKIFYXTactical: ManagedIncome: Multi5***** -27.6%*****
Columbia Div IncomeLBSAXTactical: ManagedIncome: Equity49***** -8.0%*****
Invesco Divers DividendLCEIXTactical: ManagedIncome: Equity35***** -15.0%*****
Leuthold CoreLCORXTactical: ManagedGlobal Macro63***** -4.7%*****
Lord Abbett Float RateLFRAXTactical: ManagedIncome: Float Rate44***** -12.6%*****
Loomis Global Eq ALGMAXTactical: ManagedIncome: Global60***** -3.4%*****
Loomis Global Eq YLSWWXTactical: ManagedGlobal Macro61***** -3.2%*****
BlackRock Global IMALOXTactical: ManagedGlobal Macro61***** -4.2%*****
IQ Hedge Macro ETFMCROTactical: ManagedBlended65***** -5.4%*****
BlackRock Eq DividendMDDVXTactical: ManagedIncome: Equity38***** -12.7%*****
FirstTrust Multi-AssetMDIVTactical: ManagedIncome: Multi0***** -32.1%*****
BlackRock Nat'l MuniMDNLXTactical: ManagedIncome: Tax Exempt76***** 1.0%*****
MainStay Marketfield AMFADXTactical: ManagedHedged: Long/Short46***** -12.6%*****
MFS Global Tot RetMFWIXTactical: ManagedGlobal Macro59***** -5.3%*****
Aberdeen Long-Short AMLSAXTactical: ManagedHedged: Long/Short59***** -1.2%*****
IQ Merger ArbitrageMNATactical: ManagedHedged: Arbitrage61***** -5.6%*****
MainStay Int'l OppMYITXTactical: ManagedHedged: 130-3028***** -19.5%*****
Grimaldi SectorNAVFXTactical: ManagedSector Rotation40***** -12.0%*****
Neuberger Berman Eq IncNBHAXTactical: ManagedIncome: Global36***** -14.9%*****
Nuveen Preferred INPSRXTactical: ManagedIncome: Multi51***** -6.8%*****
Putnam Abs Ret 100 YPARYXTactical: ManagedHedged: Abs Return77***** -0.0%*****
PIMCO All-AssetPAUIXTactical: ManagedGlobal Macro37***** -16.3%*****
Putnam 700 YPDMYXTactical: ManagedHedged: Abs Return68***** -4.8%*****
DWA Tech LeadersPDPTactical: ManagedBlended55***** -4.4%*****
iShr Preferred ETFPFFTactical: ManagedIncome: Multi52***** -8.1%*****
PIMCO Global MultiPGAIXTactical: ManagedGlobal Macro *****  *****
PowerSh Preferred ETFPGXTactical: ManagedIncome: Multi63***** -4.2%*****
PowerShares Intl DivPIDTactical: ManagedIncome: Equity11***** -25.1%*****
Principal GlobMultiStratPMSAXTactical: ManagedBlended63***** -5.6%*****
Pimco Income PPONPXTactical: ManagedIncome: Multi66***** -3.3%*****
Principal PreferredPPSIXTactical: ManagedIncome: Multi58***** -4.0%*****
T. Rowe Equity IncomePRFDXTactical: ManagedIncome: Equity26***** -18.3%*****
T. Rowe Summit MuniPRINXTactical: ManagedIncome: Tax Exempt77***** 2.0%*****
Permanent PortfolioPRPFXStrategic: ManagedLow Equity59***** -5.3%*****
T. Rowe Global BondPRSNXTactical: ManagedIncome: Multi64***** -3.1%*****
iSh Global EnergyPWCTactical: ManagedBlended22***** -22.6%*****
Putnam Abs Ret 300 YPYTRXTactical: ManagedHedged: Abs Return68***** -2.2%*****
IQ Hedge Multi-StratQAITactical: ManagedBlended69***** -3.5%*****
IQ Hedge ETFQMNTactical: ManagedHedged: Mkt Neutral72***** -2.2%*****
RAFI Long-ShortRALSTactical: ManagedHedged: Long/Short66***** -6.8%*****
RiverFront GlobalGroRLTSXTactical: ManagedGlobal Macro29***** -18.0%*****
MultiAsset ETFRLYTactical: ManagedHedged: Abs Return27***** -21.1%*****
S&P 500 Equal WeightRSPStrategic: ManagedEqual Weight27***** -17.6%*****
Hundredfold SelectSFHYXTactical: ManagedBlended91***** 8.1%*****
Sound Mind InvestingSMIFXTactical: ManagedMomentum34***** -15.3%*****
Schwab Div EquitySWDSXTactical: ManagedIncome: Equity22***** -20.9%*****
Schwab Hedged EqSWHEXTactical: ManagedHedged: Long/Short44***** -13.1%*****
Schwab BalancedSWOBXTactical: ManagedRisk-Driven63***** -3.3%*****
Thornburg Inv Income ATIBAXTactical: ManagedIncome: Global26***** -18.6%*****
Thornburg Inv Income YTIBIXTactical: ManagedGlobal Macro27***** -18.5%*****
T. Rowe Retire BalancedTRRIXTactical: ManagedIncome: Multi64***** -3.7%*****
Vanguard LifeStrat GrowthVASGXTactical: ManagedRisk-Driven50***** -8.2%*****
Vanguard LifeStrategyVASIXTactical: ManagedIncome: Multi82***** 3.6%*****
Vanguard BalancedVBIAXTactical: ManagedRisk-Driven65***** -1.7%*****
Vanguard EquityVEIPXTactical: ManagedIncome: Equity38***** -13.3%*****
VALIC Global StratVGLSXTactical: ManagedGlobal Macro48***** -11.8%*****
Vanguard STAR InvVGSTXTactical: ManagedRisk-Driven61***** -3.0%*****
ValueLine AssetAllocVLAAXTactical: ManagedRisk-Driven69***** 0.7%*****
Vanguard Market NeutralVMNFXTactical: ManagedHedged: Mkt Neutral61***** -9.2%*****
Vanguard Managed PayoutVPGDXTactical: ManagedIncome: Multi50***** -9.7%*****
Vanguard Target RetireVTINXTactical: ManagedIncome: Multi76***** 0.9%*****
Vanguard Wellington InvVWELXTactical: ManagedRisk-Driven62***** -2.8%*****
Vanguard Wellesley AdmVWIAXTactical: ManagedIncome: Multi74***** 1.0%*****
Vanguard Wellesley InvVWINXTactical: ManagedRisk-Driven74***** 0.9%*****
Vanguard LT Tax-Exempt VWLTXTactical: ManagedIncome: Tax Exempt83***** 4.6%*****
Vanguard Hi Div Yld ETFVYMTactical: ManagedIncome: Equity35***** -14.8%*****
WF Asset AllocationWFAIXTactical: ManagedRisk-Driven72***** 0.5%*****
Strategic 50-50s.5050Strategic: DIYBalanced69***** -0.4%*****
Strategic 60-40 Portfolios.6040Strategic: DIYBalanced64***** -2.2%*****
Strategic 70-30 Portfolios.7030Strategic: DIYHigh Equity59***** -3.9%*****
7Twelve Israelsons.712Strategic: DIYBalanced42***** -13.4%*****
Strategic 80-20 Portfolios.8020Strategic: DIYHigh Equity54***** -5.7%*****
ETF Aggressives.aggrStrategic: DIYHigh Equity44***** -11.1%*****
Lazy: Aronsons.aronStrategic: DIYHigh Equity54***** -7.1%*****
Ben Stein inspireds.bensStrategic: DIYHigh Equity47***** -10.5%*****
Harry Browne inspireds.browStrategic: DIYLow Equity99***** 12.5%*****
Lazy: Ultimate Buy & Holds.buyhStrategic: DIYBalanced55***** -7.5%*****
Lazy: Coffeehouses.coffStrategic: DIYBalanced54***** -7.5%*****
Couch Potato: Scott Burnss.coucStrategic: DIYBalanced67***** -1.3%*****
Ray Dalio inspireds.daliStrategic: DIYLow Equity75***** 1.6%*****
Ben Graham 50-50s.grahStrategic: DIYBalanced55***** -7.0%*****
Safe Haven Portfolios.haveStrategic: DIYBalanced65***** -1.2%*****
Ivy Portfolios.ivypStrategic: DIYLow Equity46***** -11.1%*****
Six Ways from Sundays.lazyStrategic: DIYBalanced35***** -16.6%*****
Low Volatility Portfolios.lowvStrategic: DIYHigh Equity63***** -5.3%*****
Lazy: Margaritavilles.margStrategic: DIYBalanced55***** -6.5%*****
ETF Moderates.modeStrategic: DIYBalanced57***** -5.8%*****
Lazy: No Brainers.nobrStrategic: DIYHigh Equity47***** -9.7%*****
No Equity Portfolios.noeqStrategic: DIYLow Equity92***** 11.7%*****
Permanent Pluss.plusStrategic: DIYLow Equity100***** 18.7%*****
Lazy: Second Graders.secoStrategic: DIYHigh Equity45***** -9.7%*****
Lazy: Smart Moneys.smarStrategic: DIYBalanced50***** -9.6%*****
Black Swan Hyperinflations.swanStrategic: DIYLow Equity32***** -18.4%*****
David Swensen inspireds.swenStrategic: DIYBalanced60***** -3.6%*****
Talmud Broad Markets.talbStrategic: DIYLow Equity55***** -5.9%*****
Talmud with Blue Chips.talcStrategic: DIYLow Equity56***** -6.5%*****
Talmud Equities and Golds.talgStrategic: DIYLow Equity61***** -2.1%*****
Talmud Dividend Equitiess.talmStrategic: DIYLow Equity56***** -5.0%*****
Talmud with Small Caps.talsStrategic: DIYLow Equity45***** -11.8%*****
Worst Case Scenarios.worsStrategic: DIYLow Equity88***** 5.7%*****
Lazy: Yale Unconventionals.yaleStrategic: DIYHigh Equity60***** -4.0%*****
Adaptive Allocation At.aaaaTactical: DIYAdaptive59***** -7.8%*****
Adaptive Allocation Bt.aaabTactical: DIYAdaptive56***** -8.9%*****
Adaptive Allocation Ct.aaacTactical: DIYAdaptive55***** -9.4%*****
Adaptive Allocation Dt.aaadTactical: DIYAdaptive70***** 0.8%*****
Adaptive Allocation Et.aaaeTactical: DIYAdaptive57***** -7.2%*****
Adaptive Allocation Ft.aaafTactical: DIYAdaptive94***** 10.5%*****
Active Combined Assett.acapTactical: DIYMomentum61***** -2.2%*****
Minimum CdaRt.cdarTactical: DIYRisk-Driven84***** 5.9%*****
Minimum Correlationt.cocoTactical: DIYCorrelation80***** 5.0%*****
Minimum CvaRt.cvarTactical: DIYRisk-Driven94***** 9.4%*****
Defensive Bondt.dbndTactical: DIYMomentum96***** 8.4%*****
Equal Weight With Clustert.distTactical: DIYCorrelation67***** 0.8%*****
Dynamic Harry Brownet.dyhbTactical: DIYMomentum100***** 17.0%*****
Equal Risk Contributiont.eqrcTactical: DIYRisk-Driven78***** 3.6%*****
Equal Weight Portfoliot.eqwtTactical: DIYEqual Weight60***** -3.3%*****
Faber Rel Strength: Top 1t.frs1Tactical: DIYMomentum81***** 7.1%*****
Faber Rel Strength: Top 2t.frs2Tactical: DIYMomentum72***** 1.0%*****
Faber Rel Strength: Top 3t.frs3Tactical: DIYMomentum86***** 6.6%*****
Faber Rel Strength: Top 4t.frs4Tactical: DIYMomentum76***** 1.2%*****
Minimum Drawdownt.lossTactical: DIYRisk-Driven89***** 8.2%*****
Minimum Downside MADt.maddTactical: DIYRisk-Driven82***** 5.5%*****
Minimum Mean Abs Deviationt.madmTactical: DIYRisk-Driven82***** 5.5%*****
Minimum Correlation At.mca1Tactical: DIYRisk-Driven87***** 8.0%*****
Minimum Correlation Bt.mca2Tactical: DIYRisk-Driven80***** 4.5%*****
Maximum Diversificationt.mdivTactical: DIYDiversification83***** 5.9%*****
Minimum Variance Bt.mva2Tactical: DIYRisk-Driven91***** 10.1%*****
Minimum Variance Ct.mva3Tactical: DIYRisk-Driven86***** 7.8%*****
Minimum Variance At.mvarTactical: DIYRisk-Driven84***** 6.9%*****
Pure Momentumt.pureTactical: DIYMomentum72***** 6.2%*****
Quarterly Asset Rotationt.qaroTactical: DIYMomentum100***** 18.0%*****
Min Downside Deviationt.risdTactical: DIYRisk-Driven87***** 7.3%*****
Risk Parity Portfolio At.rpbaTactical: DIYRisk-Driven62***** -2.6%*****
Risk Parity With Clustert.rpclTactical: DIYRisk-Driven70***** 1.0%*****
Risk Parity Portfolio Bt.rsopTactical: DIYRisk-Driven61***** -2.8%*****
Maximum Sharpe Portfoliot.sharTactical: DIYRisk/Reward87***** 6.8%*****
Maximum Sortino Portfoliot.sortTactical: DIYRisk/Reward83***** 5.1%*****
Quartile Sector Rotationt.srqrTactical: DIYSector Rotation0***** -40.7%*****
Rel Strength Sector Rotatnt.srrsTactical: DIYSector Rotation69***** 1.7%*****
Top 3 Sector Rotationt.srt3Tactical: DIYSector Rotation63***** -2.3%*****
Top 5 Sector Rotationt.srt5Tactical: DIYSector Rotation56***** -4.4%*****
Target Return Post-Modernt.trddTactical: DIYTarget Return82***** 4.4%*****
Target Return 12%t.tretTactical: DIYRisk-Driven87***** 8.1%*****
Target Risk 10%t.trisTactical: DIYRisk-Driven69***** -1.3%*****