VizMetrics Inc. - Better visibility. Better results.

Tactical: Managed, ranked by Downside Deviation

for period ending August 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.
   Downside Deviation Total Return, annualized
Recipe NameIDCategory1 year3 year5 year7 year10 year 1 year3 year5 year7 year10 year
  Group average7.3%**** 1.8%****
 
AQR Divers NADANXHedged: Arbitrage1.2%**** 4.4%****
AlphaClone AlternativeALFAHedged: Long/Short16.3%**** 5.8%****
S&P AggressiveAOARisk-Driven9.8%**** 1.1%****
S&P ConservativeAOKRisk-Driven3.5%**** 6.7%****
S&P ModerateAOMRisk-Driven4.8%**** 5.6%****
S&P GrowthAORRisk-Driven7.1%**** 3.4%****
Arbitrage IARBNXHedged: Arbitrage0.5%**** 4.8%****
Am Century Target DateARTOXIncome: Multi5.9%**** 3.6%****
AQR Multi-Strat AltASAIXBlended5.7%**** -10.4%****
Absolute Strategies IASFIXHedged: Abs Return3.0%**** 3.3%****
Dreyfus Alpha IAVGRXBlended7.3%**** 1.4%****
BlackRock Strat Inc OppBASIXIncome: Multi0.5%**** 5.2%****
Ibbotson BalancedBETFXRisk-Driven6.8%**** 1.9%****
PwrSh Sr Loan PortfolioBKLNIncome: Float Rate3.8%**** 3.1%****
BlackRock EmMkt ABLSAXHedged: Long/Short12.5%**** -4.9%****
UBS Dyn Alpha ABNAAXBlended3.8%**** 0.4%****
UBS Global AllocBPGLXGlobal Macro8.3%**** 1.8%****
Robeco Long/Short IBPLSXHedged: Long/Short8.5%**** -6.1%****
Berkshire Hathaway IncBRK.AGlobal Macro11.9%**** -4.0%****
Calamos Convertible ACCVIXIncome: Multi7.9%**** 3.0%****
Invesco Convertible YCNSDXIncome: Multi9.0%**** 4.9%****
Columbia Thermostat ZCOTZXRisk-Driven2.2%**** 9.3%****
IQ CPI Hedge ETFCPIHedged: Abs Return2.9%**** 0.8%****
ProShares Lg CapCSMHedged: 130-3014.0%**** -2.4%****
Calamos Global GrowthCVLOXIncome: Global9.9%**** -1.5%****
Calamos Market Neu IncCVSIXHedged: Mkt Neutral1.9%**** 3.3%****
Gugg Multi-AssetCVYIncome: Multi13.5%**** -2.3%****
Barclays Conv BondCWBIncome: Multi10.7%**** 2.6%****
WisdmTr EM HiYldDEMIncome: Equity10.7%**** -0.6%****
WisdmTr EM SmCapDGSIncome: Equity12.9%**** -1.7%****
Diamond Hill Long-Short IDHLSXHedged: Long/Short10.9%**** 3.6%****
WisdomTree ex-USDLNIncome: Equity12.5%**** 4.1%****
WisdmTr Intl SmCapDLSIncome: Equity11.7%**** -11.1%****
Dodge & Cox BalancedDODBXRisk-Driven9.5%**** -2.5%****
DFA Select Hedged DSHGXGlobal Macro13.1%**** -4.2%****
WisdmTr Top 100DTNIncome: Equity14.1%**** -4.1%****
MFS Target Return ADVRAXHedged: Abs Return2.9%**** 5.8%****
iShares Select DividendDVYIncome: Equity12.0%**** 0.4%****
SPDR S&P Int'lDWXIncome: Equity7.8%**** 4.4%****
EatonVance GlobalMacroEIGMXHedged: Abs Return0.9%**** 4.3%****
Fidelity BalancedFBALXRisk-Driven9.7%**** 2.7%****
Fidelity ConvertiblesFCVSXIncome: Multi8.3%**** 9.8%****
Fidelity EquityFEQTXIncome: Equity12.6%**** -1.6%****
Fidelity MuniFHIGXIncome: Tax Exempt1.2%**** 9.7%****
Nuveen Amer MuniFLAAXIncome: Tax Exempt1.2%**** 9.5%****
FPA CrescentFPACXRisk-Driven10.7%**** 0.1%****
Fidelity PuritanFPURXRisk-Driven9.7%**** 1.1%****
Fidelity StrategicFSDIXIncome: Equity8.7%**** 5.5%****
FundX UpgraderFUNDXMomentum14.2%**** 2.2%****
First Trust Focus 5FVSector Rotation17.3%**** -6.3%****
Gabelli ABC AAAGABCXHedged: Mkt Neutral1.4%**** 1.7%****
Natixis ASG GlobalGAFYXHedged: Abs Return5.2%**** 0.4%****
Goldman Sachs Instl GARTXHedged: Abs Return4.3%**** 1.8%****
Aberdeen Opti AllocGASIXBlended2.6%**** 1.5%****
GMO Benchm-FreeGBMFXGlobal Macro5.3%**** -0.1%****
Goldman DynamicGDIFXGlobal Macro3.5%**** -1.1%****
Leuthold GlobalGLBIXGlobal Macro6.9%**** -4.2%****
GMO Global AllocGMWAXGlobal Macro6.5%**** 1.6%****
Goldman Sachs Strat IncGSZAXIncome: Multi1.6%**** 2.7%****
Hedge ReplicationHDGBlended5.0%**** -0.6%****
iShares Hi Div EquityHDVIncome: Equity11.2%**** 7.2%****
Hancock Horizon InstHHQTXHedged: Long/Short9.2%**** -6.1%****
ETF: SPDR Inc AllocINKMIncome: Multi4.1%**** 6.5%****
Ivy Asset StrategyIVAEXGlobal Macro19.6%**** -11.7%****
IVA WorldwideIVWIXGlobal Macro8.2%**** -3.7%****
iSh MultiAsset IncomeIYLDIncome: Multi4.1%**** 5.6%****
Janus BalancedJANBXRisk-Driven7.4%**** 7.3%****
Jhancock Global Abs Ret IJHAIXHedged: Abs Return2.6%**** 5.3%****
JPMorgan Mkt Neutral AJMNAXHedged: Mkt Neutral3.3%**** 3.5%****
KCM MacroTrendsKCMTXHedged: Long/Short13.2%**** -2.8%****
Inst: Forward SelectKIFYXIncome: Multi5.8%**** 3.3%****
Columbia Div IncomeLBSAXIncome: Equity11.8%**** 6.0%****
Invesco Divers DividendLCEIXIncome: Equity9.8%**** 4.2%****
Leuthold CoreLCORXGlobal Macro5.6%**** 0.2%****
Lord Abbett Float RateLFRAXIncome: Float Rate2.9%**** 2.1%****
Loomis Global Eq ALGMAXIncome: Global9.3%**** 6.6%****
Loomis Global Eq YLSWWXGlobal Macro9.3%**** 6.9%****
BlackRock Global IMALOXGlobal Macro6.9%**** 1.7%****
IQ Hedge Macro ETFMCROBlended4.0%**** 0.3%****
BlackRock Eq DividendMDDVXIncome: Equity11.9%**** 0.3%****
FirstTrust Multi-AssetMDIVIncome: Multi7.0%**** 2.6%****
BlackRock Nat'l MuniMDNLXIncome: Tax Exempt1.1%**** 7.2%****
MainStay Marketfield AMFADXHedged: Long/Short9.5%**** -6.6%****
MFS Global Tot RetMFWIXGlobal Macro6.3%**** 4.8%****
Aberdeen Long-Short AMLSAXHedged: Long/Short13.4%**** 6.6%****
IQ Merger ArbitrageMNAHedged: Arbitrage2.0%**** 1.0%****
MainStay Int'l OppMYITXHedged: 130-3011.3%**** -8.3%****
Grimaldi SectorNAVFXSector Rotation13.9%**** -3.1%****
Neuberger Berman Eq IncNBHAXIncome: Global9.6%**** 2.7%****
Nuveen Preferred INPSRXIncome: Multi3.0%**** 7.3%****
Putnam Abs Ret 100 YPARYXHedged: Abs Return0.1%**** 4.7%****
PIMCO All-AssetPAUIXGlobal Macro3.1%**** 1.5%****
Putnam 700 YPDMYXHedged: Abs Return4.2%**** 3.5%****
DWA Tech LeadersPDPBlended15.6%**** 4.2%****
iShr Preferred ETFPFFIncome: Multi4.1%**** 4.4%****
PIMCO Global MultiPGAIXGlobal Macro ****  ****
PowerSh Preferred ETFPGXIncome: Multi3.6%**** 8.4%****
PowerShares Intl DivPIDIncome: Equity10.6%**** 2.3%****
Principal GlobMultiStratPMSAXBlended2.9%**** 1.8%****
Pimco Income PPONPXIncome: Multi1.2%**** 5.5%****
Principal PreferredPPSIXIncome: Multi2.4%**** 8.1%****
T. Rowe Equity IncomePRFDXIncome: Equity13.5%**** -0.4%****
T. Rowe Summit MuniPRINXIncome: Tax Exempt1.1%**** 8.4%****
T. Rowe Global BondPRSNXIncome: Multi0.7%**** 11.1%****
iSh Global EnergyPWCBlended13.3%**** -10.8%****
Putnam Abs Ret 300 YPYTRXHedged: Abs Return1.5%**** 5.4%****
IQ Hedge Multi-StratQAIBlended3.6%**** 0.4%****
IQ Hedge ETFQMNHedged: Mkt Neutral2.0%**** 1.9%****
RAFI Long-ShortRALSHedged: Long/Short1.8%**** -2.7%****
RiverFront GlobalGroRLTSXGlobal Macro13.8%**** -9.6%****
MultiAsset ETFRLYHedged: Abs Return8.9%**** -4.2%****
Hundredfold SelectSFHYXBlended4.5%**** 2.0%****
Sound Mind InvestingSMIFXMomentum14.0%**** -9.3%****
Schwab Div EquitySWDSXIncome: Equity13.6%**** -3.2%****
Schwab Hedged EqSWHEXHedged: Long/Short8.7%**** -9.3%****
Schwab BalancedSWOBXRisk-Driven8.8%**** 2.7%****
Thornburg Inv Income ATIBAXIncome: Global8.2%**** 2.8%****
Thornburg Inv Income YTIBIXGlobal Macro8.0%**** 2.7%****
T. Rowe Retire BalancedTRRIXIncome: Multi4.7%**** 4.5%****
Vanguard LifeStrat GrowthVASGXRisk-Driven10.0%**** 1.6%****
Vanguard LifeStrategyVASIXIncome: Multi2.1%**** 8.5%****
Vanguard BalancedVBIAXRisk-Driven7.9%**** 5.2%****
Vanguard EquityVEIPXIncome: Equity11.7%**** 2.8%****
VALIC Global StratVGLSXGlobal Macro9.3%**** -6.2%****
Vanguard STAR InvVGSTXRisk-Driven8.7%**** 3.1%****
Vanguard Hi Div YldVHDYXIncome: Equity12.3%**** 1.8%****
ValueLine AssetAllocVLAAXRisk-Driven8.6%**** 13.4%****
Vanguard Market NeutralVMNFXHedged: Mkt Neutral5.3%**** -11.5%****
Vanguard Managed PayoutVPGDXIncome: Multi6.4%**** 2.2%****
Vanguard Target RetireVTINXIncome: Multi3.3%**** 6.2%****
Vanguard Wellington InvVWELXRisk-Driven7.4%**** 7.1%****
Vanguard Wellesley AdmVWIAXIncome: Multi3.4%**** 9.7%****
Vanguard Wellesley InvVWINXRisk-Driven3.4%**** 9.6%****
Vanguard LT Tax-Exempt VWLTXIncome: Tax Exempt1.1%**** 9.9%****
WF Asset AllocationWFAIXRisk-Driven7.9%**** 5.1%****