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Tactical: Managed, ranked by Historical Return

for period ending June 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.
   Historical Return Total Return, annualized
Recipe NameIDCategory20142015201620172018 1 year3 year5 year7 year10 year
  Group average5.5%**** 4.5%****
 
AQR Divers NADANXHedged: Arbitrage-5.2%**** 4.0%****
AlphaClone AlternativeALFAHedged: Long/Short12.5%**** 12.6%****
S&P AggressiveAOARisk-Driven6.0%**** 5.7%****
S&P ConservativeAOKRisk-Driven4.0%**** 7.1%****
S&P ModerateAOMRisk-Driven4.7%**** 6.7%****
S&P GrowthAORRisk-Driven6.4%**** 6.3%****
Arbitrage IARBNXHedged: Arbitrage1.6%**** 3.7%****
Am Century Target DateARTOXIncome: Multi6.2%**** 5.6%****
AQR Multi-Strat AltASAIXBlended7.5%**** -11.5%****
Absolute Strategies IASFIXHedged: Abs Return1.1%**** 0.2%****
Dreyfus Alpha IAVGRXBlended8.3%**** 2.7%****
BlackRock Strat Inc OppBASIXIncome: Multi3.6%**** 4.7%****
Ibbotson BalancedBETFXRisk-Driven4.5%**** 4.7%****
PwrSh Sr Loan PortfolioBKLNIncome: Float Rate0.5%**** 3.9%****
BlackRock EmMkt ABLSAXHedged: Long/Short-2.3%**** 0.7%****
UBS Dyn Alpha ABNAAXBlended3.2%**** 0.6%****
UBS Global AllocBPGLXGlobal Macro6.6%**** 4.2%****
Robeco Long/Short IBPLSXHedged: Long/Short4.7%**** -6.3%****
Berkshire Hathaway IncBRK.AGlobal Macro27.0%**** 12.9%****
Calamos Convertible ACCVIXIncome: Multi4.9%**** 6.2%****
Invesco Convertible YCNSDXIncome: Multi4.2%**** 8.7%****
Columbia Thermostat ZCOTZXRisk-Driven5.6%**** 9.1%****
IQ CPI Hedge ETFCPIHedged: Abs Return5.3%**** 1.7%****
ProShares Lg CapCSMHedged: 130-3016.5%**** 6.0%****
Calamos Global GrowthCVLOXIncome: Global1.8%**** 2.2%****
Calamos Market Neu IncCVSIXHedged: Mkt Neutral2.0%**** 3.7%****
Gugg Multi-AssetCVYIncome: Multi-4.3%**** 4.7%****
Barclays Conv BondCWBIncome: Multi7.7%**** 5.5%****
WisdmTr EM HiYldDEMIncome: Equity-13.3%**** 9.1%****
WisdmTr EM SmCapDGSIncome: Equity-3.5%**** 2.9%****
Diamond Hill Long-Short IDHLSXHedged: Long/Short7.5%**** 10.1%****
WisdomTree ex-USDLNIncome: Equity14.0%**** 11.1%****
WisdmTr Intl SmCapDLSIncome: Equity-9.0%**** -6.4%****
Dodge & Cox BalancedDODBXRisk-Driven8.9%**** 2.8%****
DFA Select Hedged DSHGXGlobal Macro3.9%**** 2.2%****
WisdmTr Top 100DTNIncome: Equity15.0%**** 2.5%****
MFS Target Return ADVRAXHedged: Abs Return2.4%**** 7.6%****
iShares Select DividendDVYIncome: Equity14.9%**** 5.5%****
SPDR S&P Int'lDWXIncome: Equity-6.6%**** 7.2%****
EatonVance GlobalMacroEIGMXHedged: Abs Return3.0%**** 2.4%****
Fidelity BalancedFBALXRisk-Driven10.4%**** 6.6%****
Fidelity ConvertiblesFCVSXIncome: Multi9.3%**** 11.2%****
Fidelity EquityFEQTXIncome: Equity11.6%**** 5.8%****
Fidelity MuniFHIGXIncome: Tax Exempt10.5%**** 7.4%****
Nuveen Amer MuniFLAAXIncome: Tax Exempt13.4%**** 6.7%****
Federated Abs Return AFMAAXHedged: Abs Return6.0%**** -5.1%****
FPA CrescentFPACXRisk-Driven6.6%**** 6.7%****
Fidelity PuritanFPURXRisk-Driven10.6%**** 5.2%****
Fidelity StrategicFSDIXIncome: Equity13.3%**** 8.9%****
First Trust Focus 5FVSector Rotation **** 3.4%****
Gabelli ABC AAAGABCXHedged: Mkt Neutral1.2%**** 2.3%****
Natixis ASG GlobalGAFYXHedged: Abs Return3.8%**** 1.4%****
Goldman Sachs Instl GARTXHedged: Abs Return2.6%**** 3.6%****
Aberdeen Opti AllocGASIXBlended4.5%**** 1.9%****
GMO Benchm-FreeGBMFXGlobal Macro1.2%**** 3.1%****
Goldman DynamicGDIFXGlobal Macro2.6%**** -3.9%****
Leuthold GlobalGLBIXGlobal Macro3.4%**** -3.1%****
GMO Global AllocGMWAXGlobal Macro1.3%**** 5.0%****
Goldman Sachs Strat IncGSZAXIncome: Multi-0.9%**** 2.9%****
Hedge ReplicationHDGBlended1.4%**** 2.0%****
iShares Hi Div EquityHDVIncome: Equity12.6%**** 15.0%****
Hancock Horizon InstHHQTXHedged: Long/Short9.0%**** -1.3%****
ETF: SPDR Inc AllocINKMIncome: Multi6.4%**** 7.8%****
Ivy Asset StrategyIVAEXGlobal Macro-4.8%**** -8.3%****
IVA WorldwideIVWIXGlobal Macro3.5%**** 1.9%****
iSh MultiAsset IncomeIYLDIncome: Multi10.3%**** 7.9%****
Janus BalancedJANBXRisk-Driven8.5%**** 10.1%****
Jhancock Global Abs Ret IJHAIXHedged: Abs Return4.0%**** 4.4%****
JPMorgan Mkt Neutral AJMNAXHedged: Mkt Neutral2.8%**** 3.5%****
KCM MacroTrendsKCMTXHedged: Long/Short5.3%**** 3.8%****
Inst: Forward SelectKIFYXIncome: Multi17.2%**** 5.9%****
Columbia Div IncomeLBSAXIncome: Equity12.4%**** 12.7%****
Invesco Divers DividendLCEIXIncome: Equity12.1%**** 8.8%****
Leuthold CoreLCORXGlobal Macro8.6%**** 1.4%****
Lord Abbett Float RateLFRAXIncome: Float Rate0.9%**** 2.9%****
Loomis Global Eq ALGMAXIncome: Global3.2%**** 8.7%****
Loomis Global Eq YLSWWXGlobal Macro3.5%**** 9.0%****
BlackRock Global IMALOXGlobal Macro2.1%**** 4.1%****
IQ Hedge Macro ETFMCROBlended-2.5%**** 1.6%****
BlackRock Eq DividendMDDVXIncome: Equity9.1%**** 7.3%****
FirstTrust Multi-AssetMDIVIncome: Multi6.6%**** 7.3%****
BlackRock Nat'l MuniMDNLXIncome: Tax Exempt10.0%**** 5.4%****
MainStay Marketfield AMFADXHedged: Long/Short-12.5%**** -3.1%****
MFS Global Tot RetMFWIXGlobal Macro4.7%**** 7.0%****
Aberdeen Long-Short AMLSAXHedged: Long/Short1.2%**** 11.6%****
IQ Merger ArbitrageMNAHedged: Arbitrage5.2%**** 2.7%****
MainStay Int'l OppMYITXHedged: 130-30-4.3%**** -5.1%****
Grimaldi SectorNAVFXSector Rotation11.3%**** 3.2%****
Neuberger Berman Eq IncNBHAXIncome: Global11.4%**** 5.5%****
Nuveen Preferred INPSRXIncome: Multi9.1%**** 7.5%****
Putnam Abs Ret 100 YPARYXHedged: Abs Return1.0%**** 4.5%****
PIMCO All-AssetPAUIXGlobal Macro-2.3%**** 2.4%****
Putnam 700 YPDMYXHedged: Abs Return6.2%**** 1.0%****
DWA Tech LeadersPDPBlended12.2%**** 9.2%****
iShr Preferred ETFPFFIncome: Multi14.1%**** 3.6%****
PIMCO Global MultiPGAIXGlobal Macro ****  ****
PowerSh Preferred ETFPGXIncome: Multi16.3%**** 6.4%****
PowerShares Intl DivPIDIncome: Equity-1.3%**** 9.4%****
Principal GlobMultiStratPMSAXBlended3.4%**** 2.5%****
Pimco Income PPONPXIncome: Multi7.1%**** 6.7%****
Principal PreferredPPSIXIncome: Multi11.5%**** 7.1%****
T. Rowe Equity IncomePRFDXIncome: Equity7.5%**** 5.5%****
T. Rowe Summit MuniPRINXIncome: Tax Exempt11.5%**** 6.1%****
T. Rowe Global BondPRSNXIncome: Multi4.3%**** 8.6%****
iSh Global EnergyPWCBlended9.1%**** -1.7%****
Putnam Abs Ret 300 YPYTRXHedged: Abs Return1.8%**** 3.7%****
IQ Hedge Multi-StratQAIBlended1.4%**** 2.0%****
IQ Hedge ETFQMNHedged: Mkt Neutral-0.6%**** 2.7%****
RAFI Long-ShortRALSHedged: Long/Short0.3%**** -2.7%****
RiverFront GlobalGroRLTSXGlobal Macro0.2%**** -4.0%****
MultiAsset ETFRLYHedged: Abs Return-7.9%**** -2.5%****
Hundredfold SelectSFHYXBlended1.9%**** 4.7%****
Sound Mind InvestingSMIFXMomentum3.9%**** -4.3%****
Schwab Div EquitySWDSXIncome: Equity11.7%**** 4.1%****
Schwab Hedged EqSWHEXHedged: Long/Short10.4%**** -3.5%****
Schwab BalancedSWOBXRisk-Driven8.9%**** 6.3%****
FundX Tact UpgraderTACTXMomentum0.5%**** 1.9%****
Thornburg Inv Income ATIBAXIncome: Global4.5%**** 6.8%****
Thornburg Inv Income YTIBIXGlobal Macro4.9%**** 6.7%****
T. Rowe Retire BalancedTRRIXIncome: Multi3.9%**** 6.2%****
Vanguard LifeStrat GrowthVASGXRisk-Driven7.2%**** 6.1%****
Vanguard LifeStrategyVASIXIncome: Multi6.8%**** 7.4%****
Vanguard BalancedVBIAXRisk-Driven10.0%**** 8.9%****
Vanguard EquityVEIPXIncome: Equity11.3%**** 9.6%****
VALIC Global StratVGLSXGlobal Macro1.8%**** -0.3%****
Vanguard STAR InvVGSTXRisk-Driven7.4%**** 6.5%****
Vanguard Hi Div YldVHDYXIncome: Equity13.4%**** 8.6%****
ValueLine AssetAllocVLAAXRisk-Driven6.9%**** 17.4%****
Vanguard Market NeutralVMNFXHedged: Mkt Neutral4.3%**** -11.4%****
Vanguard Managed PayoutVPGDXIncome: Multi5.8%**** 4.2%****
Vanguard Target RetireVTINXIncome: Multi5.5%**** 6.5%****
Vanguard Wellington InvVWELXRisk-Driven9.8%**** 10.3%****
Vanguard Wellesley AdmVWIAXIncome: Multi8.1%**** 10.2%****
Vanguard Wellesley InvVWINXRisk-Driven8.0%**** 10.1%****
Vanguard LT Tax-Exempt VWLTXIncome: Tax Exempt10.9%**** 7.2%****
WF Asset AllocationWFAIXRisk-Driven17.7%**** 8.9%****