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Tactical: Managed, ranked by Total 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.
   Total Return VizMetrics Score
Recipe NameIDCategoryYear-to-dateJun 2019    1 year3 year5 year7 year10 year 1 year3 year5 year7 year10 year
  Group average9.9%3.6%4.5%**** 80****
 
AQR Divers NADANXHedged: Arbitrage5.5%1.3%4.0%**** 96****
AlphaClone AlternativeALFAHedged: Long/Short24.2%5.6%12.6%**** 76****
S&P AggressiveAOARisk-Driven14.0%5.3%5.7%**** 76****
S&P ConservativeAOKRisk-Driven9.2%2.9%7.1%**** 98****
S&P ModerateAOMRisk-Driven10.0%3.2%6.7%**** 93****
S&P GrowthAORRisk-Driven11.9%4.3%6.3%**** 86****
Arbitrage IARBNXHedged: Arbitrage1.4%0.0%3.7%**** 97****
Am Century Target DateARTOXIncome: Multi10.6%3.3%5.6%**** 87****
AQR Multi-Strat AltASAIXBlended-6.0%-0.5%-11.5%**** 43****
Absolute Strategies IASFIXHedged: Abs Return-1.7%-0.5%0.2%**** 80****
Dreyfus Alpha IAVGRXBlended9.7%2.3%2.7%**** 76****
BlackRock Strat Inc OppBASIXIncome: Multi5.0%1.6%4.7%**** 100****
Ibbotson BalancedBETFXRisk-Driven10.3%4.0%4.7%**** 83****
PwrSh Sr Loan PortfolioBKLNIncome: Float Rate6.6%0.5%3.9%**** 89****
BlackRock EmMkt ABLSAXHedged: Long/Short9.6%6.2%0.7%**** 57****
UBS Dyn Alpha ABNAAXBlended4.6%2.1%0.6%**** 78****
UBS Global AllocBPGLXGlobal Macro12.0%4.4%4.2%**** 77****
Robeco Long/Short IBPLSXHedged: Long/Short4.2%4.5%-6.3%**** 48****
Berkshire Hathaway IncBRK.AGlobal Macro4.0%7.2%12.9%**** 87****
Calamos Convertible ACCVIXIncome: Multi12.2%4.1%6.2%**** 84****
Invesco Convertible YCNSDXIncome: Multi16.3%4.1%8.7%**** 87****
Columbia Thermostat ZCOTZXRisk-Driven9.6%3.6%9.1%**** 100****
IQ CPI Hedge ETFCPIHedged: Abs Return4.6%1.5%1.7%**** 85****
ProShares Lg CapCSMHedged: 130-3017.1%6.4%6.0%**** 65****
Calamos Global GrowthCVLOXIncome: Global13.6%4.4%2.2%**** 67****
Calamos Market Neu IncCVSIXHedged: Mkt Neutral4.2%1.2%3.7%**** 93****
Gugg Multi-AssetCVYIncome: Multi17.1%6.8%4.7%**** 65****
Barclays Conv BondCWBIncome: Multi13.9%4.8%5.5%**** 74****
WisdmTr EM HiYldDEMIncome: Equity12.8%5.9%9.1%**** 84****
WisdmTr EM SmCapDGSIncome: Equity14.1%6.2%2.9%**** 61****
Diamond Hill Long-Short IDHLSXHedged: Long/Short16.4%6.0%10.1%**** 86****
WisdomTree ex-USDLNIncome: Equity16.3%6.9%11.1%**** 83****
WisdmTr Intl SmCapDLSIncome: Equity10.1%3.5%-6.4%**** 40****
Dodge & Cox BalancedDODBXRisk-Driven8.2%4.1%2.8%**** 70****
DFA Select Hedged DSHGXGlobal Macro14.8%6.3%2.2%**** 58****
WisdmTr Top 100DTNIncome: Equity13.1%7.9%2.5%**** 56****
MFS Target Return ADVRAXHedged: Abs Return8.7%2.8%7.6%**** 100****
iShares Select DividendDVYIncome: Equity13.5%7.3%5.5%**** 70****
SPDR S&P Int'lDWXIncome: Equity14.8%5.0%7.2%**** 86****
EatonVance GlobalMacroEIGMXHedged: Abs Return4.4%1.5%2.4%**** 91****
Fidelity BalancedFBALXRisk-Driven14.7%5.0%6.6%**** 79****
Fidelity ConvertiblesFCVSXIncome: Multi18.1%5.4%11.2%**** 96****
Fidelity EquityFEQTXIncome: Equity15.0%5.9%5.8%**** 68****
Fidelity MuniFHIGXIncome: Tax Exempt6.0%0.5%7.4%**** 100****
Nuveen Amer MuniFLAAXIncome: Tax Exempt6.1%0.4%6.7%**** 100****
Federated Abs Return AFMAAXHedged: Abs Return2.9%2.9%-5.1%**** 61****
FPA CrescentFPACXRisk-Driven14.5%5.4%6.7%**** 77****
Fidelity PuritanFPURXRisk-Driven13.2%4.8%5.2%**** 75****
Fidelity StrategicFSDIXIncome: Equity14.1%4.2%8.9%**** 88****
First Trust Focus 5FVSector Rotation20.5%7.1%3.4%**** 48****
Gabelli ABC AAAGABCXHedged: Mkt Neutral2.7%0.8%2.3%**** 91****
Natixis ASG GlobalGAFYXHedged: Abs Return6.8%3.3%1.4%**** 78****
Goldman Sachs Instl GARTXHedged: Abs Return7.1%2.6%3.6%**** 86****
Aberdeen Opti AllocGASIXBlended4.3%1.3%1.9%**** 87****
GMO Benchm-FreeGBMFXGlobal Macro7.2%3.0%3.1%**** 83****
Goldman DynamicGDIFXGlobal Macro0.6%1.4%-3.9%**** 68****
Leuthold GlobalGLBIXGlobal Macro6.1%2.9%-3.1%**** 62****
GMO Global AllocGMWAXGlobal Macro10.2%4.1%5.0%**** 84****
Goldman Sachs Strat IncGSZAXIncome: Multi4.6%0.5%2.9%**** 92****
Hedge ReplicationHDGBlended6.3%2.4%2.0%**** 80****
iShares Hi Div EquityHDVIncome: Equity13.9%6.4%15.0%**** 97****
Hancock Horizon InstHHQTXHedged: Long/Short6.2%5.2%-1.3%**** 60****
ETF: SPDR Inc AllocINKMIncome: Multi11.0%3.5%7.8%**** 98****
Ivy Asset StrategyIVAEXGlobal Macro15.2%5.7%-8.3%**** 12****
IVA WorldwideIVWIXGlobal Macro8.5%4.2%1.9%**** 73****
iSh MultiAsset IncomeIYLDIncome: Multi10.0%4.0%7.9%**** 99****
Janus BalancedJANBXRisk-Driven12.8%4.3%10.1%**** 95****
Jhancock Global Abs Ret IJHAIXHedged: Abs Return6.0%2.2%4.4%**** 93****
JPMorgan Mkt Neutral AJMNAXHedged: Mkt Neutral1.3%-0.2%3.5%**** 89****
KCM MacroTrendsKCMTXHedged: Long/Short8.8%7.4%3.8%**** 63****
Inst: Forward SelectKIFYXIncome: Multi13.1%0.4%5.9%**** 88****
Columbia Div IncomeLBSAXIncome: Equity16.4%6.2%12.7%**** 89****
Invesco Divers DividendLCEIXIncome: Equity15.3%5.6%8.8%**** 85****
Leuthold CoreLCORXGlobal Macro6.6%3.3%1.4%**** 77****
Lord Abbett Float RateLFRAXIncome: Float Rate5.1%0.4%2.9%**** 88****
Loomis Global Eq ALGMAXIncome: Global18.1%5.6%8.7%**** 86****
Loomis Global Eq YLSWWXGlobal Macro18.4%5.6%9.0%**** 87****
BlackRock Global IMALOXGlobal Macro10.6%4.1%4.1%**** 80****
IQ Hedge Macro ETFMCROBlended5.2%2.1%1.6%**** 82****
BlackRock Eq DividendMDDVXIncome: Equity15.3%6.4%7.3%**** 75****
FirstTrust Multi-AssetMDIVIncome: Multi13.4%2.7%7.3%**** 90****
BlackRock Nat'l MuniMDNLXIncome: Tax Exempt5.1%0.3%5.4%**** 100****
MainStay Marketfield AMFADXHedged: Long/Short7.4%4.4%-3.1%**** 54****
MFS Global Tot RetMFWIXGlobal Macro11.6%4.5%7.0%**** 90****
Aberdeen Long-Short AMLSAXHedged: Long/Short19.6%5.4%11.6%**** 82****
IQ Merger ArbitrageMNAHedged: Arbitrage-0.5%-0.9%2.7%**** 90****
MainStay Int'l OppMYITXHedged: 130-3011.3%5.3%-5.1%**** 43****
Grimaldi SectorNAVFXSector Rotation14.1%6.1%3.2%**** 58****
Neuberger Berman Eq IncNBHAXIncome: Global14.1%4.0%5.5%**** 77****
Nuveen Preferred INPSRXIncome: Multi10.5%2.2%7.5%**** 100****
Putnam Abs Ret 100 YPARYXHedged: Abs Return3.5%0.5%4.5%**** 100****
PIMCO All-AssetPAUIXGlobal Macro5.8%2.3%2.4%**** 86****
Putnam 700 YPDMYXHedged: Abs Return7.5%1.9%1.0%**** 80****
DWA Tech LeadersPDPBlended24.5%6.0%9.2%**** 69****
iShr Preferred ETFPFFIncome: Multi10.2%1.3%3.6%**** 87****
PIMCO Global MultiPGAIXGlobal Macro   ****  ****
PowerSh Preferred ETFPGXIncome: Multi11.7%0.9%6.4%**** 96****
PowerShares Intl DivPIDIncome: Equity18.0%5.2%9.4%**** 85****
Principal GlobMultiStratPMSAXBlended5.4%1.8%2.5%**** 87****
Pimco Income PPONPXIncome: Multi5.4%1.0%6.7%**** 100****
Principal PreferredPPSIXIncome: Multi10.2%1.9%7.1%**** 100****
T. Rowe Equity IncomePRFDXIncome: Equity15.8%6.5%5.5%**** 66****
T. Rowe Summit MuniPRINXIncome: Tax Exempt5.4%0.4%6.1%**** 100****
T. Rowe Global BondPRSNXIncome: Multi6.9%1.6%8.6%**** 100****
iSh Global EnergyPWCBlended11.9%7.3%-1.7%**** 47****
Putnam Abs Ret 300 YPYTRXHedged: Abs Return5.3%1.1%3.7%**** 94****
IQ Hedge Multi-StratQAIBlended5.3%1.8%2.0%**** 84****
IQ Hedge ETFQMNHedged: Mkt Neutral4.9%1.6%2.7%**** 90****
RAFI Long-ShortRALSHedged: Long/Short-2.0%0.7%-2.7%**** 75****
RiverFront GlobalGroRLTSXGlobal Macro13.2%6.6%-4.0%**** 40****
MultiAsset ETFRLYHedged: Abs Return12.3%5.1%-2.5%**** 58****
Hundredfold SelectSFHYXBlended7.8%2.6%4.7%**** 89****
Sound Mind InvestingSMIFXMomentum12.8%5.2%-4.3%**** 38****
Schwab Div EquitySWDSXIncome: Equity16.0%6.9%4.1%**** 62****
Schwab Hedged EqSWHEXHedged: Long/Short3.7%3.9%-3.5%**** 56****
Schwab BalancedSWOBXRisk-Driven13.8%4.7%6.3%**** 81****
FundX Tact UpgraderTACTXMomentum0.4%2.3%1.9%**** 85****
Thornburg Inv Income ATIBAXIncome: Global9.9%4.9%6.8%**** 83****
Thornburg Inv Income YTIBIXGlobal Macro9.7%4.9%6.7%**** 84****
T. Rowe Retire BalancedTRRIXIncome: Multi10.0%3.3%6.2%**** 92****
Vanguard LifeStrat GrowthVASGXRisk-Driven14.4%5.4%6.1%**** 77****
Vanguard LifeStrategyVASIXIncome: Multi8.1%2.3%7.4%**** 100****
Vanguard BalancedVBIAXRisk-Driven13.7%4.7%8.9%**** 90****
Vanguard EquityVEIPXIncome: Equity14.8%6.2%9.6%**** 81****
VALIC Global StratVGLSXGlobal Macro6.8%4.6%-0.3%**** 63****
Vanguard STAR InvVGSTXRisk-Driven13.5%5.1%6.5%**** 82****
Vanguard Hi Div YldVHDYXIncome: Equity13.7%6.6%8.6%**** 77****
ValueLine AssetAllocVLAAXRisk-Driven19.3%4.2%17.4%**** 100****
Vanguard Market NeutralVMNFXHedged: Mkt Neutral-10.6%-1.6%-11.4%**** 44****
Vanguard Managed PayoutVPGDXIncome: Multi9.6%3.5%4.2%**** 82****
Vanguard Target RetireVTINXIncome: Multi8.6%2.7%6.5%**** 97****
Vanguard Wellington InvVWELXRisk-Driven12.9%4.4%10.3%**** 96****
Vanguard Wellesley AdmVWIAXIncome: Multi10.6%3.2%10.2%**** 100****
Vanguard Wellesley InvVWINXRisk-Driven10.5%3.1%10.1%**** 100****
Vanguard LT Tax-Exempt VWLTXIncome: Tax Exempt5.8%0.3%7.2%**** 100****
WF Asset AllocationWFAIXRisk-Driven13.2%4.2%8.9%**** 90****