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Tactical: Managed, ranked by Total Return

for period ending September 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-dateSep 2019    1 year3 year5 year7 year10 year 1 year3 year5 year7 year10 year
  Group average10.9%1.1%2.9%**** 73****
 
AQR Divers NADANXHedged: Arbitrage6.1%0.1%4.1%**** 89****
AlphaClone AlternativeALFAHedged: Long/Short28.4%1.6%7.3%**** 62****
S&P AggressiveAOARisk-Driven14.6%1.7%2.9%**** 67****
S&P ConservativeAOKRisk-Driven11.0%0.3%7.3%**** 91****
S&P ModerateAOMRisk-Driven11.7%0.6%6.5%**** 86****
S&P GrowthAORRisk-Driven13.0%1.2%4.7%**** 77****
Arbitrage IARBNXHedged: Arbitrage2.4%0.1%4.3%**** 91****
Am Century Target DateARTOXIncome: Multi11.8%0.6%4.5%**** 79****
AQR Multi-Strat AltASAIXBlended-7.4%-0.4%-11.1%**** 46****
Absolute Strategies IASFIXHedged: Abs Return-1.4%-0.6%3.3%**** 83****
Dreyfus Alpha IAVGRXBlended11.3%1.4%2.7%**** 72****
BlackRock Strat Inc OppBASIXIncome: Multi5.9%0.1%5.2%**** 93****
Ibbotson BalancedBETFXRisk-Driven10.8%1.2%3.1%**** 74****
PwrSh Sr Loan PortfolioBKLNIncome: Float Rate7.7%0.3%2.6%**** 80****
BlackRock EmMkt ABLSAXHedged: Long/Short4.9%2.1%-3.1%**** 48****
UBS Dyn Alpha ABNAAXBlended4.4%0.8%0.6%**** 76****
UBS Global AllocBPGLXGlobal Macro12.0%0.9%2.4%**** 69****
Robeco Long/Short IBPLSXHedged: Long/Short5.0%2.6%-3.7%**** 55****
Berkshire Hathaway IncBRK.AGlobal Macro1.9%2.9%-2.6%**** 50****
Calamos Convertible ACCVIXIncome: Multi12.0%-0.8%2.9%**** 72****
Invesco Convertible YCNSDXIncome: Multi15.6%-1.3%2.8%**** 69****
Columbia Thermostat ZCOTZXRisk-Driven11.7%0.3%10.1%**** 100****
IQ CPI Hedge ETFCPIHedged: Abs Return5.0%0.4%0.9%**** 78****
ProShares Lg CapCSMHedged: 130-3018.3%2.7%-0.2%**** 51****
Calamos Global GrowthCVLOXIncome: Global11.1%-1.1%-2.0%**** 56****
Calamos Market Neu IncCVSIXHedged: Mkt Neutral5.3%0.1%3.3%**** 86****
Gugg Multi-AssetCVYIncome: Multi19.0%5.5%4.0%**** 60****
Barclays Conv BondCWBIncome: Multi13.6%-0.3%2.9%**** 65****
WisdmTr EM HiYldDEMIncome: Equity7.2%2.2%-0.8%**** 57****
WisdmTr EM SmCapDGSIncome: Equity9.3%1.2%1.0%**** 56****
Diamond Hill Long-Short IDHLSXHedged: Long/Short17.9%3.0%5.6%**** 70****
WisdomTree ex-USDLNIncome: Equity19.7%3.3%6.8%**** 69****
WisdmTr Intl SmCapDLSIncome: Equity8.2%4.2%-7.6%**** 39****
Dodge & Cox BalancedDODBXRisk-Driven9.2%2.2%-0.4%**** 60****
DFA Select Hedged DSHGXGlobal Macro14.9%3.1%-1.0%**** 51****
WisdmTr Top 100DTNIncome: Equity16.3%5.0%0.3%**** 51****
MFS Target Return ADVRAXHedged: Abs Return9.3%0.2%5.4%**** 88****
iShares Select DividendDVYIncome: Equity17.3%5.1%5.9%**** 68****
SPDR S&P Int'lDWXIncome: Equity14.8%2.5%7.5%**** 81****
EatonVance GlobalMacroEIGMXHedged: Abs Return6.5%1.0%5.5%**** 93****
Fidelity BalancedFBALXRisk-Driven16.0%0.9%3.7%**** 69****
Fidelity ConvertiblesFCVSXIncome: Multi18.1%-1.1%8.7%**** 83****
Fidelity EquityFEQTXIncome: Equity17.2%3.6%2.7%**** 60****
Fidelity MuniFHIGXIncome: Tax Exempt7.8%-0.8%9.5%**** 100****
Nuveen Amer MuniFLAAXIncome: Tax Exempt8.3%-0.8%9.4%**** 100****
FPA CrescentFPACXRisk-Driven13.6%1.6%1.6%**** 62****
Fidelity PuritanFPURXRisk-Driven13.5%-0.3%0.8%**** 63****
Fidelity StrategicFSDIXIncome: Equity16.6%1.2%7.3%**** 79****
FundX UpgraderFUNDXMomentum19.3%-0.6%1.3%**** 54****
First Trust Focus 5FVSector Rotation17.6%0.3%-3.9%**** 35****
Gabelli ABC AAAGABCXHedged: Mkt Neutral3.1%0.3%1.7%**** 83****
Natixis ASG GlobalGAFYXHedged: Abs Return7.8%0.9%0.4%**** 72****
Goldman Sachs Instl GARTXHedged: Abs Return7.5%0.2%2.2%**** 78****
Aberdeen Opti AllocGASIXBlended5.5%0.5%1.8%**** 81****
GMO Benchm-FreeGBMFXGlobal Macro5.9%1.7%1.3%**** 74****
Goldman DynamicGDIFXGlobal Macro0.9%0.1%-1.0%**** 73****
Leuthold GlobalGLBIXGlobal Macro5.9%0.0%-3.7%**** 59****
GMO Global AllocGMWAXGlobal Macro10.5%2.1%3.3%**** 75****
Goldman Sachs Strat IncGSZAXIncome: Multi3.8%0.0%1.9%**** 83****
Hedge ReplicationHDGBlended6.2%1.3%0.8%**** 73****
iShares Hi Div EquityHDVIncome: Equity14.5%2.5%7.6%**** 75****
Hancock Horizon InstHHQTXHedged: Long/Short7.2%1.8%-3.8%**** 54****
ETF: SPDR Inc AllocINKMIncome: Multi13.7%1.8%9.2%**** 94****
Ivy Asset StrategyIVAEXGlobal Macro14.7%0.7%-12.3%**** 13****
IVA WorldwideIVWIXGlobal Macro6.2%2.0%-2.2%**** 60****
iSh MultiAsset IncomeIYLDIncome: Multi10.7%1.3%6.4%**** 88****
Janus BalancedJANBXRisk-Driven16.3%0.7%8.0%**** 84****
Jhancock Global Abs Ret IJHAIXHedged: Abs Return7.6%0.4%5.7%**** 89****
JPMorgan Mkt Neutral AJMNAXHedged: Mkt Neutral-0.1%-3.4%-1.5%**** 69****
KCM MacroTrendsKCMTXHedged: Long/Short5.5%-0.7%-2.2%**** 49****
Inst: Forward SelectKIFYXIncome: Multi17.7%2.8%7.3%**** 86****
Columbia Div IncomeLBSAXIncome: Equity20.0%2.8%8.3%**** 74****
Invesco Divers DividendLCEIXIncome: Equity19.1%3.4%8.2%**** 78****
Leuthold CoreLCORXGlobal Macro8.0%-0.6%1.2%**** 73****
Lord Abbett Float RateLFRAXIncome: Float Rate5.8%0.3%1.8%**** 80****
Loomis Global Eq ALGMAXIncome: Global18.7%0.3%7.7%**** 79****
Loomis Global Eq YLSWWXGlobal Macro19.0%0.3%8.0%**** 79****
BlackRock Global IMALOXGlobal Macro10.9%0.7%2.8%**** 73****
IQ Hedge Macro ETFMCROBlended4.7%0.5%0.6%**** 75****
BlackRock Eq DividendMDDVXIncome: Equity17.5%2.6%3.1%**** 63****
FirstTrust Multi-AssetMDIVIncome: Multi14.6%2.6%5.7%**** 79****
BlackRock Nat'l MuniMDNLXIncome: Tax Exempt6.4%-0.5%7.3%**** 96****
MainStay Marketfield AMFADXHedged: Long/Short5.6%2.3%-5.1%**** 50****
MFS Global Tot RetMFWIXGlobal Macro13.1%1.1%6.1%**** 82****
Aberdeen Long-Short AMLSAXHedged: Long/Short22.6%0.7%6.9%**** 68****
IQ Merger ArbitrageMNAHedged: Arbitrage1.1%0.5%0.9%**** 80****
MainStay Int'l OppMYITXHedged: 130-308.8%2.6%-8.4%**** 39****
Grimaldi SectorNAVFXSector Rotation15.6%0.7%-2.5%**** 46****
Neuberger Berman Eq IncNBHAXIncome: Global16.2%2.4%6.0%**** 74****
Nuveen Preferred INPSRXIncome: Multi13.8%1.2%8.6%**** 95****
Putnam Abs Ret 100 YPARYXHedged: Abs Return4.2%0.1%4.6%**** 92****
PIMCO All-AssetPAUIXGlobal Macro3.9%1.2%2.0%**** 80****
Putnam 700 YPDMYXHedged: Abs Return9.7%-0.2%3.3%**** 81****
DWA Tech LeadersPDPBlended25.9%-2.0%2.5%**** 54****
iShr Preferred ETFPFFIncome: Multi13.8%0.8%7.1%**** 90****
PIMCO Global MultiPGAIXGlobal Macro   ****  ****
PowerSh Preferred ETFPGXIncome: Multi16.2%0.8%11.0%**** 100****
PowerShares Intl DivPIDIncome: Equity16.8%3.8%6.0%**** 72****
Principal GlobMultiStratPMSAXBlended5.8%0.1%1.4%**** 79****
Pimco Income PPONPXIncome: Multi5.3%0.7%6.1%**** 93****
Principal PreferredPPSIXIncome: Multi13.5%0.8%9.3%**** 98****
T. Rowe Equity IncomePRFDXIncome: Equity18.3%3.8%3.7%**** 60****
T. Rowe Summit MuniPRINXIncome: Tax Exempt7.3%-0.7%8.4%**** 98****
T. Rowe Global BondPRSNXIncome: Multi9.0%-0.7%10.3%**** 100****
iSh Global EnergyPWCBlended8.5%1.2%-9.7%**** 32****
Putnam Abs Ret 300 YPYTRXHedged: Abs Return7.6%0.4%5.3%**** 91****
IQ Hedge Multi-StratQAIBlended5.3%0.4%0.9%**** 77****
IQ Hedge ETFQMNHedged: Mkt Neutral5.4%0.5%2.3%**** 83****
RAFI Long-ShortRALSHedged: Long/Short-1.4%1.9%-1.3%**** 76****
RiverFront GlobalGroRLTSXGlobal Macro11.7%2.8%-6.9%**** 36****
MultiAsset ETFRLYHedged: Abs Return10.5%1.6%-3.7%**** 55****
Hundredfold SelectSFHYXBlended6.0%-0.2%1.3%**** 76****
Sound Mind InvestingSMIFXMomentum12.6%-0.4%-8.5%**** 33****
Schwab Div EquitySWDSXIncome: Equity16.9%3.2%0.5%**** 53****
Schwab Hedged EqSWHEXHedged: Long/Short3.4%2.4%-7.0%**** 48****
Schwab BalancedSWOBXRisk-Driven14.1%0.1%3.4%**** 71****
Thornburg Inv Income ATIBAXIncome: Global11.9%3.2%4.5%**** 74****
Thornburg Inv Income YTIBIXGlobal Macro11.8%3.2%4.4%**** 74****
T. Rowe Retire BalancedTRRIXIncome: Multi10.7%0.4%5.1%**** 83****
Vanguard LifeStrat GrowthVASGXRisk-Driven15.0%1.6%3.1%**** 67****
Vanguard LifeStrategyVASIXIncome: Multi10.4%0.0%8.9%**** 98****
Vanguard BalancedVBIAXRisk-Driven15.6%0.8%6.2%**** 79****
Vanguard EquityVEIPXIncome: Equity17.4%3.6%6.4%**** 70****
VALIC Global StratVGLSXGlobal Macro4.7%2.7%-4.6%**** 52****
Vanguard STAR InvVGSTXRisk-Driven14.5%0.9%4.2%**** 72****
Vanguard Hi Div YldVHDYXIncome: Equity16.5%3.8%5.3%**** 66****
ValueLine AssetAllocVLAAXRisk-Driven21.1%-1.0%11.4%**** 89****
Vanguard Market NeutralVMNFXHedged: Mkt Neutral-8.0%0.2%-11.1%**** 46****
Vanguard Managed PayoutVPGDXIncome: Multi10.4%1.3%3.3%**** 76****
Vanguard Target RetireVTINXIncome: Multi10.3%0.4%6.8%**** 90****
Vanguard Wellington InvVWELXRisk-Driven16.5%1.6%8.6%**** 85****
Vanguard Wellesley AdmVWIAXIncome: Multi13.7%0.6%10.6%**** 98****
Vanguard Wellesley InvVWINXRisk-Driven13.6%0.6%10.5%**** 98****
Vanguard LT Tax-Exempt VWLTXIncome: Tax Exempt7.9%-0.7%9.8%**** 100****
WF Asset AllocationWFAIXRisk-Driven15.1%0.6%5.7%**** 78****