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Tactical: Managed, ranked by Total Return

for period ending May 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.
   Total Return VizMetrics Score
Recipe NameIDCategoryYear-to-dateMay 2019    1 year3 year5 year7 year10 year 1 year3 year5 year7 year10 year
  Group average6.0%-2.9%0.6%**** 75****
 
AQR Divers NADANXHedged: Arbitrage4.1%0.1%4.3%**** 100****
AlphaClone AlternativeALFAHedged: Long/Short17.6%-5.8%7.7%**** 69****
S&P AggressiveAOARisk-Driven8.2%-4.6%-0.2%**** 66****
S&P ConservativeAOKRisk-Driven6.2%-0.8%4.0%**** 94****
S&P ModerateAOMRisk-Driven6.6%-1.6%3.0%**** 88****
S&P GrowthAORRisk-Driven7.3%-3.1%1.4%**** 78****
Arbitrage IARBNXHedged: Arbitrage1.4%-0.5%4.1%**** 100****
Am Century Target DateARTOXIncome: Multi7.0%-2.1%2.1%**** 82****
AQR Multi-Strat AltASAIXBlended-5.5%-3.7%-13.8%**** 41****
Absolute Strategies IASFIXHedged: Abs Return-1.2%2.9%0.2%**** 84****
Dreyfus Alpha IAVGRXBlended7.3%-3.0%0.5%**** 75****
BlackRock Strat Inc OppBASIXIncome: Multi3.3%0.2%2.7%**** 98****
Ibbotson BalancedBETFXRisk-Driven6.1%-2.9%0.1%**** 75****
PwrSh Sr Loan PortfolioBKLNIncome: Float Rate6.1%-1.0%3.3%**** 91****
BlackRock EmMkt ABLSAXHedged: Long/Short3.2%-7.1%-9.6%**** 36****
UBS Dyn Alpha ABNAAXBlended2.5%-2.4%-2.4%**** 75****
UBS Global AllocBPGLXGlobal Macro7.3%-3.8%-0.9%**** 69****
Robeco Long/Short IBPLSXHedged: Long/Short-0.3%-5.7%-12.3%**** 38****
Berkshire Hathaway IncBRK.AGlobal Macro-2.9%-8.6%3.4%**** 69****
Calamos Convertible ACCVIXIncome: Multi7.9%-3.3%2.6%**** 79****
Invesco Convertible YCNSDXIncome: Multi11.7%-2.3%4.1%**** 80****
Columbia Thermostat ZCOTZXRisk-Driven5.8%-0.8%5.5%**** 100****
IQ CPI Hedge ETFCPIHedged: Abs Return3.1%-1.3%0.3%**** 85****
ProShares Lg CapCSMHedged: 130-3010.0%-6.8%-0.2%**** 55****
Calamos Global GrowthCVLOXIncome: Global8.7%-4.0%-3.1%**** 59****
Calamos Market Neu IncCVSIXHedged: Mkt Neutral3.0%-0.5%2.5%**** 94****
Gugg Multi-AssetCVYIncome: Multi9.7%-6.0%-1.6%**** 55****
Barclays Conv BondCWBIncome: Multi8.7%-5.4%0.3%**** 66****
WisdmTr EM HiYldDEMIncome: Equity6.5%-4.1%-1.9%**** 59****
WisdmTr EM SmCapDGSIncome: Equity7.5%-6.0%-9.4%**** 33****
Diamond Hill Long-Short IDHLSXHedged: Long/Short9.8%-4.8%4.5%**** 77****
WisdomTree ex-USDLNIncome: Equity8.8%-6.4%4.4%**** 72****
WisdmTr Intl SmCapDLSIncome: Equity6.4%-5.3%-12.3%**** 30****
Dodge & Cox BalancedDODBXRisk-Driven3.9%-4.4%-0.3%**** 67****
DFA Select Hedged DSHGXGlobal Macro8.0%-6.8%-5.0%**** 46****
WisdmTr Top 100DTNIncome: Equity4.8%-8.4%-3.9%**** 46****
MFS Target Return ADVRAXHedged: Abs Return5.8%-1.5%5.1%**** 98****
iShares Select DividendDVYIncome: Equity5.8%-7.4%-0.8%**** 60****
SPDR S&P Int'lDWXIncome: Equity9.4%-2.0%1.7%**** 77****
EatonVance GlobalMacroEIGMXHedged: Abs Return2.8%0.6%0.2%**** 89****
Fidelity BalancedFBALXRisk-Driven9.3%-4.4%2.4%**** 73****
Fidelity ConvertiblesFCVSXIncome: Multi12.0%-3.3%5.8%**** 86****
Fidelity EquityFEQTXIncome: Equity8.6%-6.1%1.0%**** 62****
Fidelity MuniFHIGXIncome: Tax Exempt5.5%1.8%7.0%**** 100****
Nuveen Amer MuniFLAAXIncome: Tax Exempt5.7%1.6%6.4%**** 100****
Federated Abs Return AFMAAXHedged: Abs Return-0.0%-3.7%-11.4%**** 47****
FPA CrescentFPACXRisk-Driven8.7%-6.1%1.4%**** 69****
Fidelity PuritanFPURXRisk-Driven8.0%-4.0%1.0%**** 69****
Fidelity StrategicFSDIXIncome: Equity9.5%-3.3%5.8%**** 85****
First Trust Focus 5FVSector Rotation12.6%-7.5%-4.5%**** 36****
Gabelli ABC AAAGABCXHedged: Mkt Neutral1.9%-0.6%1.8%**** 93****
Natixis ASG GlobalGAFYXHedged: Abs Return3.5%-2.6%-1.6%**** 75****
Goldman Sachs Instl GARTXHedged: Abs Return4.4%-1.9%0.8%**** 83****
Aberdeen Opti AllocGASIXBlended3.0%-1.1%0.1%**** 85****
GMO Benchm-FreeGBMFXGlobal Macro4.1%-2.7%-1.2%**** 76****
Goldman DynamicGDIFXGlobal Macro-0.7%-1.9%-3.3%**** 74****
Leuthold GlobalGLBIXGlobal Macro3.1%-3.1%-8.1%**** 53****
GMO Global AllocGMWAXGlobal Macro5.9%-2.9%-0.7%**** 74****
Goldman Sachs Strat IncGSZAXIncome: Multi4.0%0.1%1.5%**** 91****
Hedge ReplicationHDGBlended3.8%-2.3%-1.4%**** 76****
iShares Hi Div EquityHDVIncome: Equity7.0%-6.2%9.4%**** 87****
Hancock Horizon InstHHQTXHedged: Long/Short1.0%-5.7%-7.4%**** 49****
ETF: SPDR Inc AllocINKMIncome: Multi7.3%-1.4%4.2%**** 92****
Ivy Asset StrategyIVAEXGlobal Macro9.0%-3.6%-14.2%**** 6****
IVA WorldwideIVWIXGlobal Macro4.1%-4.9%-2.4%**** 66****
iSh MultiAsset IncomeIYLDIncome: Multi5.7%-2.3%3.7%**** 92****
Janus BalancedJANBXRisk-Driven8.2%-3.1%5.6%**** 88****
Jhancock Global Abs Ret IJHAIXHedged: Abs Return3.7%-1.1%2.2%**** 91****
JPMorgan Mkt Neutral AJMNAXHedged: Mkt Neutral1.5%1.8%3.1%**** 92****
KCM MacroTrendsKCMTXHedged: Long/Short1.3%-8.1%-3.2%**** 51****
Inst: Forward SelectKIFYXIncome: Multi12.7%-0.0%7.5%**** 96****
Columbia Div IncomeLBSAXIncome: Equity9.6%-5.5%6.1%**** 78****
Invesco Divers DividendLCEIXIncome: Equity9.1%-4.1%4.3%**** 78****
Leuthold CoreLCORXGlobal Macro3.1%-2.4%-2.9%**** 70****
Lord Abbett Float RateLFRAXIncome: Float Rate4.7%-0.4%2.6%**** 92****
Loomis Global Eq ALGMAXIncome: Global11.9%-3.3%2.9%**** 76****
Loomis Global Eq YLSWWXGlobal Macro12.0%-3.3%3.1%**** 77****
BlackRock Global IMALOXGlobal Macro6.2%-2.7%-0.7%**** 73****
IQ Hedge Macro ETFMCROBlended3.1%-2.0%-1.9%**** 76****
BlackRock Eq DividendMDDVXIncome: Equity8.4%-5.5%1.0%**** 64****
FirstTrust Multi-AssetMDIVIncome: Multi10.4%-2.4%4.8%**** 87****
BlackRock Nat'l MuniMDNLXIncome: Tax Exempt4.7%1.0%5.2%**** 100****
MainStay Marketfield AMFADXHedged: Long/Short2.9%-4.3%-9.4%**** 43****
MFS Global Tot RetMFWIXGlobal Macro6.9%-2.3%1.8%**** 81****
Aberdeen Long-Short AMLSAXHedged: Long/Short13.5%-4.6%7.6%**** 77****
IQ Merger ArbitrageMNAHedged: Arbitrage0.4%1.2%3.6%**** 97****
MainStay Int'l OppMYITXHedged: 130-305.6%-4.7%-13.9%**** 26****
Grimaldi SectorNAVFXSector Rotation7.6%-5.5%-1.9%**** 51****
Neuberger Berman Eq IncNBHAXIncome: Global9.7%-3.3%2.2%**** 73****
Nuveen Preferred INPSRXIncome: Multi8.1%-0.5%4.8%**** 97****
Putnam Abs Ret 100 YPARYXHedged: Abs Return2.9%0.6%4.1%**** 100****
PIMCO All-AssetPAUIXGlobal Macro3.4%-0.4%-1.2%**** 79****
Putnam 700 YPDMYXHedged: Abs Return5.6%0.2%-2.7%**** 74****
DWA Tech LeadersPDPBlended17.5%-3.1%3.0%**** 60****
iShr Preferred ETFPFFIncome: Multi8.8%0.3%4.1%**** 92****
PIMCO Global MultiPGAIXGlobal Macro   ****  ****
PowerSh Preferred ETFPGXIncome: Multi10.7%0.8%6.6%**** 100****
PowerShares Intl DivPIDIncome: Equity12.1%-3.8%4.5%**** 77****
Principal GlobMultiStratPMSAXBlended3.5%-0.7%0.5%**** 86****
Pimco Income PPONPXIncome: Multi4.4%0.5%5.7%**** 100****
Principal PreferredPPSIXIncome: Multi8.1%0.1%5.2%**** 100****
T. Rowe Equity IncomePRFDXIncome: Equity8.6%-6.3%0.2%**** 58****
T. Rowe Summit MuniPRINXIncome: Tax Exempt5.0%1.5%5.7%**** 100****
T. Rowe Global BondPRSNXIncome: Multi5.3%1.1%6.7%**** 100****
iSh Global EnergyPWCBlended4.3%-7.0%-7.9%**** 38****
Putnam Abs Ret 300 YPYTRXHedged: Abs Return4.2%0.1%3.3%**** 97****
IQ Hedge Multi-StratQAIBlended3.4%-1.3%-0.5%**** 81****
IQ Hedge ETFQMNHedged: Mkt Neutral3.3%-0.8%1.1%**** 90****
RAFI Long-ShortRALSHedged: Long/Short-2.7%-0.9%-3.2%**** 78****
RiverFront GlobalGroRLTSXGlobal Macro6.2%-7.6%-11.6%**** 28****
MultiAsset ETFRLYHedged: Abs Return6.8%-4.0%-8.2%**** 49****
Hundredfold SelectSFHYXBlended5.1%-2.2%2.1%**** 86****
Sound Mind InvestingSMIFXMomentum7.2%-5.0%-9.0%**** 32****
Schwab Div EquitySWDSXIncome: Equity8.6%-6.6%-2.9%**** 50****
Schwab Hedged EqSWHEXHedged: Long/Short-0.2%-6.1%-8.3%**** 49****
Schwab BalancedSWOBXRisk-Driven8.7%-3.3%1.9%**** 74****
FundX Tact UpgraderTACTXMomentum-1.9%-1.3%0.2%**** 85****
Thornburg Inv Income ATIBAXIncome: Global4.8%-5.2%1.8%**** 75****
Thornburg Inv Income YTIBIXGlobal Macro4.6%-5.2%1.8%**** 76****
T. Rowe Retire BalancedTRRIXIncome: Multi6.5%-1.7%2.9%**** 88****
Vanguard LifeStrat GrowthVASGXRisk-Driven8.4%-4.6%0.4%**** 68****
Vanguard LifeStrategyVASIXIncome: Multi5.7%0.1%5.1%**** 100****
Vanguard BalancedVBIAXRisk-Driven8.6%-3.2%4.4%**** 83****
Vanguard EquityVEIPXIncome: Equity8.2%-5.4%3.3%**** 70****
VALIC Global StratVGLSXGlobal Macro2.1%-5.6%-5.2%**** 56****
Vanguard STAR InvVGSTXRisk-Driven8.0%-3.9%1.3%**** 73****
Vanguard Hi Div YldVHDYXIncome: Equity6.7%-6.4%1.5%**** 65****
ValueLine AssetAllocVLAAXRisk-Driven14.5%-0.8%14.2%**** 100****
Vanguard Market NeutralVMNFXHedged: Mkt Neutral-9.1%-2.0%-11.5%**** 48****
Vanguard Managed PayoutVPGDXIncome: Multi5.9%-3.1%-0.3%**** 75****
Vanguard Target RetireVTINXIncome: Multi5.7%-0.9%3.7%**** 93****
Vanguard Wellington InvVWELXRisk-Driven8.1%-2.8%5.4%**** 87****
Vanguard Wellesley AdmVWIAXIncome: Multi7.2%-0.6%7.0%**** 100****
Vanguard Wellesley InvVWINXRisk-Driven7.2%-0.6%6.8%**** 100****
Vanguard LT Tax-Exempt VWLTXIncome: Tax Exempt5.4%1.6%7.0%**** 100****
WF Asset AllocationWFAIXRisk-Driven8.7%-2.7%5.0%**** 85****