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Tactical: Managed, ranked by Downside 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.
   Downside Deviation Total Return, annualized
Recipe NameIDCategory1 year3 year5 year7 year10 year 1 year3 year5 year7 year10 year
  Group average6.6%**** 4.2%****
 
AQR Divers NADANXHedged: Arbitrage1.3%**** 4.8%****
AlphaClone AlternativeALFAHedged: Long/Short17.0%**** 20.7%****
S&P AggressiveAOARisk-Driven8.9%**** 5.0%****
S&P ConservativeAOKRisk-Driven3.3%**** 5.2%****
S&P ModerateAOMRisk-Driven4.5%**** 5.2%****
S&P GrowthAORRisk-Driven6.5%**** 5.1%****
Arbitrage IARBNXHedged: Arbitrage0.3%**** 5.3%****
Am Century Target DateARTOXIncome: Multi5.5%**** 5.0%****
AQR Multi-Strat AltASAIXBlended5.4%**** -12.4%****
Absolute Strategies IASFIXHedged: Abs Return3.5%**** -4.3%****
Dreyfus Alpha IAVGRXBlended6.9%**** 5.2%****
BlackRock Strat Inc OppBASIXIncome: Multi0.6%**** 2.3%****
Ibbotson BalancedBETFXRisk-Driven6.2%**** 3.4%****
PwrSh Sr Loan PortfolioBKLNIncome: Float Rate3.6%**** 4.2%****
BlackRock EmMkt ABLSAXHedged: Long/Short11.1%**** -6.4%****
UBS Dyn Alpha ABNAAXBlended3.8%**** -0.6%****
UBS Global AllocBPGLXGlobal Macro7.4%**** 3.1%****
Robeco Long/Short IBPLSXHedged: Long/Short7.3%**** -7.6%****
Berkshire Hathaway IncBRK.AGlobal Macro9.1%**** 11.8%****
Calamos Convertible ACCVIXIncome: Multi7.4%**** 9.1%****
Invesco Convertible YCNSDXIncome: Multi8.9%**** 10.5%****
Columbia Thermostat ZCOTZXRisk-Driven2.0%**** 7.5%****
IQ CPI Hedge ETFCPIHedged: Abs Return2.7%**** 2.3%****
ProShares Lg CapCSMHedged: 130-3013.0%**** 8.9%****
Calamos Global GrowthCVLOXIncome: Global9.3%**** 1.7%****
Calamos Market Neu IncCVSIXHedged: Mkt Neutral1.8%**** 3.2%****
Gugg Multi-AssetCVYIncome: Multi12.0%**** 5.7%****
Barclays Conv BondCWBIncome: Multi9.5%**** 10.1%****
WisdmTr EM HiYldDEMIncome: Equity10.5%**** 0.4%****
WisdmTr EM SmCapDGSIncome: Equity12.5%**** -4.7%****
Diamond Hill Long-Short IDHLSXHedged: Long/Short9.6%**** 10.1%****
WisdomTree ex-USDLNIncome: Equity11.1%**** 13.1%****
WisdmTr Intl SmCapDLSIncome: Equity10.8%**** -8.5%****
Dodge & Cox BalancedDODBXRisk-Driven8.6%**** 4.6%****
DFA Select Hedged DSHGXGlobal Macro11.6%**** 2.5%****
WisdmTr Top 100DTNIncome: Equity12.0%**** 6.3%****
MFS Target Return ADVRAXHedged: Abs Return2.4%**** 6.8%****
iShares Select DividendDVYIncome: Equity9.7%**** 8.5%****
SPDR S&P Int'lDWXIncome: Equity7.7%**** 1.5%****
EatonVance GlobalMacroEIGMXHedged: Abs Return1.5%**** -0.9%****
Fidelity BalancedFBALXRisk-Driven9.1%**** 9.3%****
Fidelity ConvertiblesFCVSXIncome: Multi7.7%**** 13.6%****
Fidelity EquityFEQTXIncome: Equity11.7%**** 7.9%****
Fidelity MuniFHIGXIncome: Tax Exempt1.1%**** 6.5%****
Nuveen Amer MuniFLAAXIncome: Tax Exempt1.1%**** 6.1%****
Federated Abs Return AFMAAXHedged: Abs Return5.1%**** -8.3%****
FPA CrescentFPACXRisk-Driven8.7%**** 7.9%****
Fidelity PuritanFPURXRisk-Driven9.4%**** 7.7%****
Fidelity StrategicFSDIXIncome: Equity8.3%**** 11.4%****
First Trust Focus 5FVSector Rotation17.2%**** 7.8%****
Gabelli ABC AAAGABCXHedged: Mkt Neutral1.3%**** 2.7%****
Natixis ASG GlobalGAFYXHedged: Abs Return4.5%**** 1.3%****
Goldman Sachs Instl GARTXHedged: Abs Return3.8%**** 3.1%****
Aberdeen Opti AllocGASIXBlended2.4%**** 1.4%****
GMO Benchm-FreeGBMFXGlobal Macro4.4%**** 1.0%****
Goldman DynamicGDIFXGlobal Macro3.3%**** -1.6%****
Leuthold GlobalGLBIXGlobal Macro6.5%**** -5.4%****
GMO Global AllocGMWAXGlobal Macro5.8%**** 1.9%****
Goldman Sachs Strat IncGSZAXIncome: Multi2.0%**** 0.9%****
Hedge ReplicationHDGBlended4.5%**** 1.4%****
iShares Hi Div EquityHDVIncome: Equity9.5%**** 17.0%****
Hancock Horizon InstHHQTXHedged: Long/Short7.8%**** 0.4%****
ETF: SPDR Inc AllocINKMIncome: Multi3.8%**** 5.7%****
Ivy Asset StrategyIVAEXGlobal Macro19.6%**** -10.1%****
IVA WorldwideIVWIXGlobal Macro6.1%**** 1.6%****
iSh MultiAsset IncomeIYLDIncome: Multi3.2%**** 6.0%****
Janus BalancedJANBXRisk-Driven6.9%**** 11.9%****
Jhancock Global Abs Ret IJHAIXHedged: Abs Return2.8%**** 1.7%****
JPMorgan Mkt Neutral AJMNAXHedged: Mkt Neutral3.2%**** 1.6%****
KCM MacroTrendsKCMTXHedged: Long/Short10.2%**** 5.0%****
Inst: Forward SelectKIFYXIncome: Multi6.1%**** 9.7%****
Columbia Div IncomeLBSAXIncome: Equity10.8%**** 14.2%****
Invesco Divers DividendLCEIXIncome: Equity9.1%**** 7.9%****
Leuthold CoreLCORXGlobal Macro5.1%**** -0.4%****
Lord Abbett Float RateLFRAXIncome: Float Rate2.8%**** 3.1%****
Loomis Global Eq ALGMAXIncome: Global8.7%**** 8.1%****
Loomis Global Eq YLSWWXGlobal Macro8.7%**** 8.4%****
BlackRock Global IMALOXGlobal Macro6.4%**** 2.0%****
IQ Hedge Macro ETFMCROBlended3.7%**** 0.6%****
BlackRock Eq DividendMDDVXIncome: Equity10.9%**** 7.2%****
FirstTrust Multi-AssetMDIVIncome: Multi6.4%**** 9.4%****
BlackRock Nat'l MuniMDNLXIncome: Tax Exempt1.1%**** 5.3%****
MainStay Marketfield AMFADXHedged: Long/Short8.9%**** -7.4%****
MFS Global Tot RetMFWIXGlobal Macro5.8%**** 3.4%****
Aberdeen Long-Short AMLSAXHedged: Long/Short13.1%**** 13.6%****
IQ Merger ArbitrageMNAHedged: Arbitrage1.8%**** 2.2%****
MainStay Int'l OppMYITXHedged: 130-3011.4%**** -12.5%****
Grimaldi SectorNAVFXSector Rotation14.0%**** 6.6%****
Neuberger Berman Eq IncNBHAXIncome: Global9.3%**** 7.1%****
Nuveen Preferred INPSRXIncome: Multi3.1%**** 4.1%****
Putnam Abs Ret 100 YPARYXHedged: Abs Return0.1%**** 3.7%****
PIMCO All-AssetPAUIXGlobal Macro4.1%**** -2.9%****
Putnam 700 YPDMYXHedged: Abs Return4.4%**** -2.1%****
DWA Tech LeadersPDPBlended16.3%**** 11.8%****
iShr Preferred ETFPFFIncome: Multi4.1%**** 4.7%****
PIMCO Global MultiPGAIXGlobal Macro ****  ****
PowerSh Preferred ETFPGXIncome: Multi3.6%**** 6.9%****
PowerShares Intl DivPIDIncome: Equity9.8%**** 7.1%****
Principal GlobMultiStratPMSAXBlended2.8%**** 1.0%****
Pimco Income PPONPXIncome: Multi0.3%**** 5.1%****
Principal PreferredPPSIXIncome: Multi2.3%**** 4.6%****
T. Rowe Equity IncomePRFDXIncome: Equity12.2%**** 6.7%****
T. Rowe Summit MuniPRINXIncome: Tax Exempt1.1%**** 5.3%****
T. Rowe Global BondPRSNXIncome: Multi1.0%**** 4.8%****
iSh Global EnergyPWCBlended12.2%**** 2.6%****
Putnam Abs Ret 300 YPYTRXHedged: Abs Return1.6%**** 2.9%****
IQ Hedge Multi-StratQAIBlended3.4%**** 1.5%****
IQ Hedge ETFQMNHedged: Mkt Neutral1.8%**** 2.5%****
RAFI Long-ShortRALSHedged: Long/Short2.5%**** -3.5%****
RiverFront GlobalGroRLTSXGlobal Macro12.1%**** -4.0%****
MultiAsset ETFRLYHedged: Abs Return8.0%**** -3.1%****
Hundredfold SelectSFHYXBlended3.8%**** 4.3%****
Sound Mind InvestingSMIFXMomentum14.4%**** 0.7%****
Schwab Div EquitySWDSXIncome: Equity12.4%**** 5.2%****
Schwab Hedged EqSWHEXHedged: Long/Short6.6%**** -1.1%****
Schwab BalancedSWOBXRisk-Driven8.4%**** 7.6%****
FundX Tact UpgraderTACTXMomentum2.7%**** 2.3%****
Thornburg Inv Income ATIBAXIncome: Global6.7%**** 6.1%****
Thornburg Inv Income YTIBIXGlobal Macro6.4%**** 6.0%****
T. Rowe Retire BalancedTRRIXIncome: Multi4.4%**** 5.2%****
Vanguard LifeStrat GrowthVASGXRisk-Driven9.1%**** 6.1%****
Vanguard LifeStrategyVASIXIncome: Multi2.1%**** 5.7%****
Vanguard BalancedVBIAXRisk-Driven7.5%**** 10.0%****
Vanguard EquityVEIPXIncome: Equity10.8%**** 10.7%****
VALIC Global StratVGLSXGlobal Macro7.4%**** -1.3%****
Vanguard STAR InvVGSTXRisk-Driven7.9%**** 6.7%****
Vanguard Hi Div YldVHDYXIncome: Equity10.9%**** 10.2%****
ValueLine AssetAllocVLAAXRisk-Driven8.7%**** 16.8%****
Vanguard Market NeutralVMNFXHedged: Mkt Neutral5.3%**** -7.9%****
Vanguard Managed PayoutVPGDXIncome: Multi5.6%**** 3.3%****
Vanguard Target RetireVTINXIncome: Multi3.1%**** 5.2%****
Vanguard Wellington InvVWELXRisk-Driven6.8%**** 9.2%****
Vanguard Wellesley AdmVWIAXIncome: Multi3.3%**** 8.4%****
Vanguard Wellesley InvVWINXRisk-Driven3.3%**** 8.2%****
Vanguard LT Tax-Exempt VWLTXIncome: Tax Exempt1.1%**** 6.6%****
WF Asset AllocationWFAIXRisk-Driven7.7%**** 9.9%****