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Tactical: Managed, ranked by Standard Deviation

for period ending June 30, 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.
   Standard Deviation Total Return, annualized
Recipe NameIDCategory1 year3 year5 year7 year10 year15 year 1 year3 year5 year7 year10 year15 year
  Group average15.1%***** -0.7%*****
 
AQR Divers NADANXHedged: Arbitrage10.7%***** 5.1%*****
AlphaClone AlternativeALFAHedged: Long/Short31.1%***** 8.5%*****
S&P AggressiveAOARisk-Driven18.0%***** 2.1%*****
S&P ConservativeAOKRisk-Driven8.5%***** 5.6%*****
S&P ModerateAOMRisk-Driven9.4%***** 4.9%*****
S&P GrowthAORRisk-Driven13.8%***** 3.5%*****
Arbitrage IARBNXHedged: Arbitrage4.7%***** 3.3%*****
Am Century Target DateARTOXIncome: Multi11.3%***** 4.1%*****
AQR Multi-Strat AltASAIXBlended10.6%***** -31.5%*****
Absolute Strategies IASFIXHedged: Abs Return5.3%***** 0.6%*****
Dreyfus Alpha IAVGRXBlended9.7%***** 0.3%*****
BlackRock Strat Inc OppBASIXIncome: Multi7.9%***** 2.4%*****
Ibbotson BalancedBETFXRisk-Driven14.6%***** 0.7%*****
PwrSh Sr Loan PortfolioBKLNIncome: Float Rate8.0%***** -1.8%*****
BlackRock EmMkt ABLSAXHedged: Long/Short23.9%***** -4.8%*****
UBS Dyn Alpha ABNAAXBlended9.9%***** -1.7%*****
UBS Global AllocBPGLXGlobal Macro14.6%***** 1.0%*****
Robeco Long/Short IBPLSXHedged: Long/Short14.8%***** -8.9%*****
Berkshire Hathaway IncBRK.AGlobal Macro14.1%***** -16.0%*****
Calamos Convertible ACCVIXIncome: Multi25.0%***** 21.3%*****
Invesco Convertible YCNSDXIncome: Multi20.8%***** 14.9%*****
Columbia Thermostat ZCOTZXRisk-Driven9.2%***** 21.0%*****
IQ CPI Hedge ETFCPIHedged: Abs Return4.8%***** -0.4%*****
ProShares Lg CapCSMHedged: 130-3024.6%***** 2.4%*****
Calamos Global GrowthCVLOXIncome: Global21.3%***** 8.0%*****
Calamos Market Neu IncCVSIXHedged: Mkt Neutral4.7%***** 3.1%*****
Gugg Multi-AssetCVYIncome: Multi30.7%***** -22.7%*****
Barclays Conv BondCWBIncome: Multi24.4%***** 18.1%*****
WisdmTr EM HiYldDEMIncome: Equity22.3%***** -15.0%*****
WisdmTr EM SmCapDGSIncome: Equity24.6%***** -13.6%*****
Diamond Hill Long-Short IDHLSXHedged: Long/Short19.1%***** -8.1%*****
WisdomTree ex-USDLNIncome: Equity21.8%***** -1.3%*****
WisdmTr Intl SmCapDLSIncome: Equity25.8%***** -11.6%*****
Dodge & Cox BalancedDODBXRisk-Driven20.6%***** -1.4%*****
DFA Select Hedged DSHGXGlobal Macro24.4%***** -2.6%*****
WisdmTr Top 100DTNIncome: Equity24.7%***** -10.7%*****
MFS Target Return ADVRAXHedged: Abs Return7.4%***** 2.5%*****
iShares Select DividendDVYIncome: Equity22.3%***** -15.5%*****
SPDR S&P Int'lDWXIncome: Equity17.7%***** -11.9%*****
EatonVance GlobalMacroEIGMXHedged: Abs Return8.5%***** 4.9%*****
Fidelity BalancedFBALXRisk-Driven18.4%***** 10.6%*****
Fidelity ConvertiblesFCVSXIncome: Multi19.0%***** 15.4%*****
Fidelity EquityFEQTXIncome: Equity23.7%***** -5.4%*****
Fidelity MuniFHIGXIncome: Tax Exempt8.0%***** 2.7%*****
Nuveen Amer MuniFLAAXIncome: Tax Exempt9.2%***** 3.1%*****
FPA CrescentFPACXRisk-Driven19.5%***** -4.2%*****
Fidelity PuritanFPURXRisk-Driven15.8%***** 11.1%*****
Fidelity StrategicFSDIXIncome: Equity16.9%***** 0.9%*****
FundX UpgraderFUNDXMomentum21.1%***** 6.3%*****
First Trust Focus 5FVSector Rotation25.9%***** 6.4%*****
Gabelli ABC AAAGABCXHedged: Mkt Neutral5.7%***** 0.2%*****
Natixis ASG GlobalGAFYXHedged: Abs Return6.5%***** -4.2%*****
Goldman Sachs Instl GARTXHedged: Abs Return7.8%***** -3.1%*****
Aberdeen Opti AllocGASIXBlended8.5%***** -2.4%*****
GMO Benchm-FreeGBMFXGlobal Macro13.9%***** -5.7%*****
Goldman DynamicGDIFXGlobal Macro5.4%***** -4.3%*****
Leuthold GlobalGLBIXGlobal Macro11.9%***** -1.4%*****
GMO Global AllocGMWAXGlobal Macro14.4%***** -4.3%*****
Goldman Sachs Strat IncGSZAXIncome: Multi10.2%***** 2.1%*****
Hedge ReplicationHDGBlended8.8%***** 1.2%*****
iShares Hi Div EquityHDVIncome: Equity22.1%***** -10.5%*****
Hancock Horizon InstHHQTXHedged: Long/Short13.4%***** -6.8%*****
ETF: SPDR Inc AllocINKMIncome: Multi18.1%***** -4.5%*****
Ivy Asset StrategyIVAEXGlobal Macro20.5%***** 0.3%*****
IVA WorldwideIVWIXGlobal Macro14.9%***** -9.0%*****
iSh MultiAsset IncomeIYLDIncome: Multi20.3%***** -6.6%*****
Janus BalancedJANBXRisk-Driven13.9%***** 8.5%*****
Jhancock Global Abs Ret IJHAIXHedged: Abs Return5.3%***** 1.9%*****
JPMorgan Mkt Neutral AJMNAXHedged: Mkt Neutral6.4%***** 8.0%*****
KCM MacroTrendsKCMTXHedged: Long/Short9.1%***** -8.4%*****
Inst: Forward SelectKIFYXIncome: Multi30.6%***** -13.8%*****
Columbia Div IncomeLBSAXIncome: Equity18.6%***** 0.2%*****
Invesco Divers DividendLCEIXIncome: Equity19.5%***** -7.7%*****
Leuthold CoreLCORXGlobal Macro11.5%***** 2.9%*****
Lord Abbett Float RateLFRAXIncome: Float Rate14.4%***** -7.5%*****
Loomis Global Eq ALGMAXIncome: Global17.0%***** 6.4%*****
Loomis Global Eq YLSWWXGlobal Macro17.0%***** 6.6%*****
BlackRock Global IMALOXGlobal Macro14.8%***** 6.9%*****
IQ Hedge Macro ETFMCROBlended8.9%***** 2.5%*****
BlackRock Eq DividendMDDVXIncome: Equity21.0%***** -4.9%*****
FirstTrust Multi-AssetMDIVIncome: Multi29.7%***** -21.2%*****
BlackRock Nat'l MuniMDNLXIncome: Tax Exempt7.4%***** 2.5%*****
MainStay Marketfield AMFADXHedged: Long/Short19.6%***** 4.0%*****
MFS Global Tot RetMFWIXGlobal Macro13.1%***** 1.2%*****
Aberdeen Long-Short AMLSAXHedged: Long/Short22.4%***** 12.4%*****
IQ Merger ArbitrageMNAHedged: Arbitrage10.0%***** -0.1%*****
MainStay Int'l OppMYITXHedged: 130-3019.9%***** -9.8%*****
Grimaldi SectorNAVFXSector Rotation22.0%***** 1.2%*****
Neuberger Berman Eq IncNBHAXIncome: Global18.7%***** -7.6%*****
Nuveen Preferred INPSRXIncome: Multi17.5%***** 0.1%*****
Putnam Abs Ret 100 YPARYXHedged: Abs Return4.9%***** 2.9%*****
PIMCO All-AssetPAUIXGlobal Macro16.8%***** -7.2%*****
Putnam 700 YPDMYXHedged: Abs Return4.3%***** -8.3%*****
DWA Tech LeadersPDPBlended24.6%***** 12.1%*****
iShr Preferred ETFPFFIncome: Multi16.5%***** -0.7%*****
PIMCO Global MultiPGAIXGlobal Macro *****  *****
PowerSh Preferred ETFPGXIncome: Multi13.2%***** 1.4%*****
PowerShares Intl DivPIDIncome: Equity23.3%***** -22.0%*****
Principal GlobMultiStratPMSAXBlended9.1%***** -0.8%*****
Pimco Income PPONPXIncome: Multi9.2%***** 0.6%*****
Principal PreferredPPSIXIncome: Multi15.1%***** 2.1%*****
T. Rowe Equity IncomePRFDXIncome: Equity22.2%***** -11.2%*****
T. Rowe Summit MuniPRINXIncome: Tax Exempt8.4%***** 2.3%*****
T. Rowe Global BondPRSNXIncome: Multi11.7%***** 3.6%*****
iSh Global EnergyPWCBlended23.0%***** -8.5%*****
Putnam Abs Ret 300 YPYTRXHedged: Abs Return8.2%***** 0.5%*****
IQ Hedge Multi-StratQAIBlended7.4%***** 1.6%*****
IQ Hedge ETFQMNHedged: Mkt Neutral5.9%***** 1.3%*****
RAFI Long-ShortRALSHedged: Long/Short3.9%***** -9.2%*****
RiverFront GlobalGroRLTSXGlobal Macro22.5%***** -3.5%*****
MultiAsset ETFRLYHedged: Abs Return17.3%***** -12.9%*****
Hundredfold SelectSFHYXBlended5.6%***** 14.8%*****
Sound Mind InvestingSMIFXMomentum20.8%***** -3.7%*****
Schwab Div EquitySWDSXIncome: Equity22.3%***** -12.7%*****
Schwab Hedged EqSWHEXHedged: Long/Short14.1%***** -6.7%*****
Schwab BalancedSWOBXRisk-Driven14.7%***** 7.1%*****
Thornburg Inv Income ATIBAXIncome: Global21.9%***** -8.9%*****
Thornburg Inv Income YTIBIXGlobal Macro21.9%***** -8.7%*****
T. Rowe Retire BalancedTRRIXIncome: Multi12.2%***** 4.3%*****
Vanguard LifeStrat GrowthVASGXRisk-Driven18.4%***** 3.6%*****
Vanguard LifeStrategyVASIXIncome: Multi6.1%***** 6.7%*****
Vanguard BalancedVBIAXRisk-Driven14.8%***** 8.3%*****
Vanguard EquityVEIPXIncome: Equity20.0%***** -5.5%*****
VALIC Global StratVGLSXGlobal Macro12.3%***** -4.4%*****
Vanguard STAR InvVGSTXRisk-Driven16.3%***** 9.2%*****
ValueLine AssetAllocVLAAXRisk-Driven15.2%***** 8.2%*****
Vanguard Market NeutralVMNFXHedged: Mkt Neutral5.0%***** -3.9%*****
Vanguard Managed PayoutVPGDXIncome: Multi14.1%***** -2.1%*****
Vanguard Target RetireVTINXIncome: Multi7.8%***** 5.7%*****
Vanguard Wellington InvVWELXRisk-Driven14.9%***** 4.7%*****
Vanguard Wellesley AdmVWIAXIncome: Multi9.9%***** 5.7%*****
Vanguard Wellesley InvVWINXRisk-Driven9.9%***** 5.7%*****
Vanguard LT Tax-Exempt VWLTXIncome: Tax Exempt7.0%***** 4.9%*****
Vanguard Hi Div Yld ETFVYMIncome: Equity20.2%***** -6.7%*****
WF Asset AllocationWFAIXRisk-Driven12.2%***** 9.4%*****