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Tactical: Managed, ranked by VizMetrics Score

for period ending April 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.
   VizMetrics Score Total Return, annualized
Recipe NameIDCategory1 year3 year5 year7 year10 year 1 year3 year5 year7 year10 year
  Group average82**** 4.2%****
 
AQR Divers NADANXHedged: Arbitrage100**** 4.8%****
AlphaClone AlternativeALFAHedged: Long/Short100**** 20.7%****
S&P AggressiveAOARisk-Driven78**** 5.0%****
S&P ConservativeAOKRisk-Driven99**** 5.2%****
S&P ModerateAOMRisk-Driven95**** 5.2%****
S&P GrowthAORRisk-Driven87**** 5.1%****
Arbitrage IARBNXHedged: Arbitrage100**** 5.3%****
Am Century Target DateARTOXIncome: Multi90**** 5.0%****
AQR Multi-Strat AltASAIXBlended29**** -12.4%****
Absolute Strategies IASFIXHedged: Abs Return65**** -4.3%****
Dreyfus Alpha IAVGRXBlended86**** 5.2%****
BlackRock Strat Inc OppBASIXIncome: Multi98**** 2.3%****
Ibbotson BalancedBETFXRisk-Driven82**** 3.4%****
PwrSh Sr Loan PortfolioBKLNIncome: Float Rate94**** 4.2%****
BlackRock EmMkt ABLSAXHedged: Long/Short30**** -6.4%****
UBS Dyn Alpha ABNAAXBlended76**** -0.6%****
UBS Global AllocBPGLXGlobal Macro77**** 3.1%****
Robeco Long/Short IBPLSXHedged: Long/Short39**** -7.6%****
Berkshire Hathaway IncBRK.AGlobal Macro100**** 11.8%****
Calamos Convertible ACCVIXIncome: Multi99**** 9.1%****
Invesco Convertible YCNSDXIncome: Multi98**** 10.5%****
Columbia Thermostat ZCOTZXRisk-Driven100**** 7.5%****
IQ CPI Hedge ETFCPIHedged: Abs Return91**** 2.3%****
ProShares Lg CapCSMHedged: 130-3078**** 8.9%****
Calamos Global GrowthCVLOXIncome: Global65**** 1.7%****
Calamos Market Neu IncCVSIXHedged: Mkt Neutral97**** 3.2%****
Gugg Multi-AssetCVYIncome: Multi70**** 5.7%****
Barclays Conv BondCWBIncome: Multi94**** 10.1%****
WisdmTr EM HiYldDEMIncome: Equity56**** 0.4%****
WisdmTr EM SmCapDGSIncome: Equity31**** -4.7%****
Diamond Hill Long-Short IDHLSXHedged: Long/Short94**** 10.1%****
WisdomTree ex-USDLNIncome: Equity99**** 13.1%****
WisdmTr Intl SmCapDLSIncome: Equity23**** -8.5%****
Dodge & Cox BalancedDODBXRisk-Driven78**** 4.6%****
DFA Select Hedged DSHGXGlobal Macro60**** 2.5%****
WisdmTr Top 100DTNIncome: Equity72**** 6.3%****
MFS Target Return ADVRAXHedged: Abs Return100**** 6.8%****
iShares Select DividendDVYIncome: Equity88**** 8.5%****
SPDR S&P Int'lDWXIncome: Equity70**** 1.5%****
EatonVance GlobalMacroEIGMXHedged: Abs Return83**** -0.9%****
Fidelity BalancedFBALXRisk-Driven93**** 9.3%****
Fidelity ConvertiblesFCVSXIncome: Multi100**** 13.6%****
Fidelity EquityFEQTXIncome: Equity79**** 7.9%****
Fidelity MuniFHIGXIncome: Tax Exempt100**** 6.5%****
Nuveen Amer MuniFLAAXIncome: Tax Exempt100**** 6.1%****
Federated Abs Return AFMAAXHedged: Abs Return44**** -8.3%****
FPA CrescentFPACXRisk-Driven89**** 7.9%****
Fidelity PuritanFPURXRisk-Driven86**** 7.7%****
Fidelity StrategicFSDIXIncome: Equity100**** 11.4%****
First Trust Focus 5FVSector Rotation59**** 7.8%****
Gabelli ABC AAAGABCXHedged: Mkt Neutral97**** 2.7%****
Natixis ASG GlobalGAFYXHedged: Abs Return81**** 1.3%****
Goldman Sachs Instl GARTXHedged: Abs Return90**** 3.1%****
Aberdeen Opti AllocGASIXBlended88**** 1.4%****
GMO Benchm-FreeGBMFXGlobal Macro80**** 1.0%****
Goldman DynamicGDIFXGlobal Macro75**** -1.6%****
Leuthold GlobalGLBIXGlobal Macro50**** -5.4%****
GMO Global AllocGMWAXGlobal Macro78**** 1.9%****
Goldman Sachs Strat IncGSZAXIncome: Multi88**** 0.9%****
Hedge ReplicationHDGBlended81**** 1.4%****
iShares Hi Div EquityHDVIncome: Equity100**** 17.0%****
Hancock Horizon InstHHQTXHedged: Long/Short66**** 0.4%****
ETF: SPDR Inc AllocINKMIncome: Multi99**** 5.7%****
Ivy Asset StrategyIVAEXGlobal Macro0**** -10.1%****
IVA WorldwideIVWIXGlobal Macro76**** 1.6%****
iSh MultiAsset IncomeIYLDIncome: Multi100**** 6.0%****
Janus BalancedJANBXRisk-Driven100**** 11.9%****
Jhancock Global Abs Ret IJHAIXHedged: Abs Return88**** 1.7%****
JPMorgan Mkt Neutral AJMNAXHedged: Mkt Neutral87**** 1.6%****
KCM MacroTrendsKCMTXHedged: Long/Short74**** 5.0%****
Inst: Forward SelectKIFYXIncome: Multi100**** 9.7%****
Columbia Div IncomeLBSAXIncome: Equity100**** 14.2%****
Invesco Divers DividendLCEIXIncome: Equity88**** 7.9%****
Leuthold CoreLCORXGlobal Macro72**** -0.4%****
Lord Abbett Float RateLFRAXIncome: Float Rate93**** 3.1%****
Loomis Global Eq ALGMAXIncome: Global90**** 8.1%****
Loomis Global Eq YLSWWXGlobal Macro91**** 8.4%****
BlackRock Global IMALOXGlobal Macro77**** 2.0%****
IQ Hedge Macro ETFMCROBlended81**** 0.6%****
BlackRock Eq DividendMDDVXIncome: Equity79**** 7.2%****
FirstTrust Multi-AssetMDIVIncome: Multi100**** 9.4%****
BlackRock Nat'l MuniMDNLXIncome: Tax Exempt100**** 5.3%****
MainStay Marketfield AMFADXHedged: Long/Short34**** -7.4%****
MFS Global Tot RetMFWIXGlobal Macro84**** 3.4%****
Aberdeen Long-Short AMLSAXHedged: Long/Short94**** 13.6%****
IQ Merger ArbitrageMNAHedged: Arbitrage94**** 2.2%****
MainStay Int'l OppMYITXHedged: 130-307**** -12.5%****
Grimaldi SectorNAVFXSector Rotation66**** 6.6%****
Neuberger Berman Eq IncNBHAXIncome: Global85**** 7.1%****
Nuveen Preferred INPSRXIncome: Multi96**** 4.1%****
Putnam Abs Ret 100 YPARYXHedged: Abs Return100**** 3.7%****
PIMCO All-AssetPAUIXGlobal Macro67**** -2.9%****
Putnam 700 YPDMYXHedged: Abs Return69**** -2.1%****
DWA Tech LeadersPDPBlended76**** 11.8%****
iShr Preferred ETFPFFIncome: Multi94**** 4.7%****
PIMCO Global MultiPGAIXGlobal Macro ****  ****
PowerSh Preferred ETFPGXIncome: Multi100**** 6.9%****
PowerShares Intl DivPIDIncome: Equity82**** 7.1%****
Principal GlobMultiStratPMSAXBlended86**** 1.0%****
Pimco Income PPONPXIncome: Multi100**** 5.1%****
Principal PreferredPPSIXIncome: Multi100**** 4.6%****
T. Rowe Equity IncomePRFDXIncome: Equity73**** 6.7%****
T. Rowe Summit MuniPRINXIncome: Tax Exempt100**** 5.3%****
T. Rowe Global BondPRSNXIncome: Multi100**** 4.8%****
iSh Global EnergyPWCBlended58**** 2.6%****
Putnam Abs Ret 300 YPYTRXHedged: Abs Return97**** 2.9%****
IQ Hedge Multi-StratQAIBlended85**** 1.5%****
IQ Hedge ETFQMNHedged: Mkt Neutral95**** 2.5%****
RAFI Long-ShortRALSHedged: Long/Short71**** -3.5%****
RiverFront GlobalGroRLTSXGlobal Macro35**** -4.0%****
MultiAsset ETFRLYHedged: Abs Return53**** -3.1%****
Hundredfold SelectSFHYXBlended94**** 4.3%****
Sound Mind InvestingSMIFXMomentum43**** 0.7%****
Schwab Div EquitySWDSXIncome: Equity67**** 5.2%****
Schwab Hedged EqSWHEXHedged: Long/Short65**** -1.1%****
Schwab BalancedSWOBXRisk-Driven90**** 7.6%****
FundX Tact UpgraderTACTXMomentum91**** 2.3%****
Thornburg Inv Income ATIBAXIncome: Global90**** 6.1%****
Thornburg Inv Income YTIBIXGlobal Macro91**** 6.0%****
T. Rowe Retire BalancedTRRIXIncome: Multi95**** 5.2%****
Vanguard LifeStrat GrowthVASGXRisk-Driven81**** 6.1%****
Vanguard LifeStrategyVASIXIncome: Multi100**** 5.7%****
Vanguard BalancedVBIAXRisk-Driven100**** 10.0%****
Vanguard EquityVEIPXIncome: Equity92**** 10.7%****
VALIC Global StratVGLSXGlobal Macro61**** -1.3%****
Vanguard STAR InvVGSTXRisk-Driven88**** 6.7%****
Vanguard Hi Div YldVHDYXIncome: Equity90**** 10.2%****
ValueLine AssetAllocVLAAXRisk-Driven100**** 16.8%****
Vanguard Market NeutralVMNFXHedged: Mkt Neutral45**** -7.9%****
Vanguard Managed PayoutVPGDXIncome: Multi84**** 3.3%****
Vanguard Target RetireVTINXIncome: Multi100**** 5.2%****
Vanguard Wellington InvVWELXRisk-Driven100**** 9.2%****
Vanguard Wellesley AdmVWIAXIncome: Multi100**** 8.4%****
Vanguard Wellesley InvVWINXRisk-Driven100**** 8.2%****
Vanguard LT Tax-Exempt VWLTXIncome: Tax Exempt100**** 6.6%****
WF Asset AllocationWFAIXRisk-Driven100**** 9.9%****