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Tactical: Managed, ranked by VizMetrics Score

for period ending October 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.
   VizMetrics Score Total Return, annualized
Recipe NameIDCategory1 year3 year5 year7 year10 year 1 year3 year5 year7 year10 year
  Group average80**** 8.5%****
 
AQR Divers NADANXHedged: Arbitrage84**** 4.7%****
AlphaClone AlternativeALFAHedged: Long/Short100**** 24.6%****
S&P AggressiveAOARisk-Driven85**** 12.1%****
S&P ConservativeAOKRisk-Driven100**** 11.5%****
S&P ModerateAOMRisk-Driven99**** 11.5%****
S&P GrowthAORRisk-Driven93**** 11.8%****
Arbitrage IARBNXHedged: Arbitrage86**** 4.6%****
Am Century Target DateARTOXIncome: Multi90**** 9.8%****
AQR Multi-Strat AltASAIXBlended32**** -9.4%****
Absolute Strategies IASFIXHedged: Abs Return63**** -0.6%****
Dreyfus Alpha IAVGRXBlended83**** 8.9%****
BlackRock Strat Inc OppBASIXIncome: Multi91**** 6.1%****
Ibbotson BalancedBETFXRisk-Driven88**** 9.8%****
PwrSh Sr Loan PortfolioBKLNIncome: Float Rate70**** 2.5%****
BlackRock EmMkt ABLSAXHedged: Long/Short76**** 10.7%****
UBS Dyn Alpha ABNAAXBlended80**** 4.8%****
UBS Global AllocBPGLXGlobal Macro89**** 11.3%****
Robeco Long/Short IBPLSXHedged: Long/Short49**** 0.2%****
Berkshire Hathaway IncBRK.AGlobal Macro49**** 3.7%****
Calamos Convertible ACCVIXIncome: Multi85**** 10.0%****
Invesco Convertible YCNSDXIncome: Multi90**** 11.5%****
Columbia Thermostat ZCOTZXRisk-Driven100**** 13.2%****
IQ CPI Hedge ETFCPIHedged: Abs Return77**** 3.3%****
ProShares Lg CapCSMHedged: 130-3061**** 8.9%****
Calamos Global GrowthCVLOXIncome: Global70**** 6.7%****
Calamos Market Neu IncCVSIXHedged: Mkt Neutral81**** 4.3%****
Gugg Multi-AssetCVYIncome: Multi70**** 11.9%****
Barclays Conv BondCWBIncome: Multi84**** 12.1%****
WisdmTr EM HiYldDEMIncome: Equity84**** 11.6%****
WisdmTr EM SmCapDGSIncome: Equity93**** 15.4%****
Diamond Hill Long-Short IDHLSXHedged: Long/Short79**** 12.1%****
WisdomTree ex-USDLNIncome: Equity78**** 13.8%****
WisdmTr Intl SmCapDLSIncome: Equity61**** 5.9%****
Dodge & Cox BalancedDODBXRisk-Driven61**** 5.1%****
DFA Select Hedged DSHGXGlobal Macro68**** 10.1%****
WisdmTr Top 100DTNIncome: Equity53**** 7.3%****
MFS Target Return ADVRAXHedged: Abs Return92**** 8.1%****
iShares Select DividendDVYIncome: Equity68**** 10.3%****
SPDR S&P Int'lDWXIncome: Equity100**** 17.2%****
EatonVance GlobalMacroEIGMXHedged: Abs Return91**** 6.3%****
Fidelity BalancedFBALXRisk-Driven85**** 12.3%****
Fidelity ConvertiblesFCVSXIncome: Multi100**** 16.3%****
Fidelity EquityFEQTXIncome: Equity66**** 10.0%****
Fidelity MuniFHIGXIncome: Tax Exempt100**** 10.6%****
Nuveen Amer MuniFLAAXIncome: Tax Exempt100**** 10.3%****
FPA CrescentFPACXRisk-Driven68**** 8.0%****
Fidelity PuritanFPURXRisk-Driven80**** 9.8%****
Fidelity StrategicFSDIXIncome: Equity86**** 12.3%****
FundX UpgraderFUNDXMomentum82**** 13.8%****
First Trust Focus 5FVSector Rotation64**** 10.8%****
Gabelli ABC AAAGABCXHedged: Mkt Neutral80**** 3.1%****
Natixis ASG GlobalGAFYXHedged: Abs Return72**** 3.9%****
Goldman Sachs Instl GARTXHedged: Abs Return82**** 5.9%****
Aberdeen Opti AllocGASIXBlended78**** 3.5%****
GMO Benchm-FreeGBMFXGlobal Macro82**** 6.8%****
Goldman DynamicGDIFXGlobal Macro64**** 0.0%****
Leuthold GlobalGLBIXGlobal Macro64**** 2.0%****
GMO Global AllocGMWAXGlobal Macro92**** 10.9%****
Goldman Sachs Strat IncGSZAXIncome: Multi79**** 3.4%****
Hedge ReplicationHDGBlended78**** 5.4%****
iShares Hi Div EquityHDVIncome: Equity72**** 10.7%****
Hancock Horizon InstHHQTXHedged: Long/Short58**** 2.9%****
ETF: SPDR Inc AllocINKMIncome: Multi100**** 12.9%****
Ivy Asset StrategyIVAEXGlobal Macro89**** 12.4%****
IVA WorldwideIVWIXGlobal Macro64**** 4.1%****
iSh MultiAsset IncomeIYLDIncome: Multi95**** 10.6%****
Janus BalancedJANBXRisk-Driven95**** 13.5%****
Jhancock Global Abs Ret IJHAIXHedged: Abs Return94**** 8.1%****
JPMorgan Mkt Neutral AJMNAXHedged: Mkt Neutral69**** 2.0%****
KCM MacroTrendsKCMTXHedged: Long/Short37**** 0.8%****
Inst: Forward SelectKIFYXIncome: Multi92**** 11.5%****
Columbia Div IncomeLBSAXIncome: Equity82**** 14.4%****
Invesco Divers DividendLCEIXIncome: Equity84**** 13.0%****
Leuthold CoreLCORXGlobal Macro76**** 5.6%****
Lord Abbett Float RateLFRAXIncome: Float Rate69**** 1.3%****
Loomis Global Eq ALGMAXIncome: Global98**** 15.4%****
Loomis Global Eq YLSWWXGlobal Macro99**** 15.7%****
BlackRock Global IMALOXGlobal Macro88**** 10.1%****
IQ Hedge Macro ETFMCROBlended78**** 4.4%****
BlackRock Eq DividendMDDVXIncome: Equity72**** 10.9%****
FirstTrust Multi-AssetMDIVIncome: Multi82**** 9.4%****
BlackRock Nat'l MuniMDNLXIncome: Tax Exempt96**** 8.3%****
MainStay Marketfield AMFADXHedged: Long/Short74**** 5.9%****
MFS Global Tot RetMFWIXGlobal Macro96**** 12.3%****
Aberdeen Long-Short AMLSAXHedged: Long/Short89**** 17.6%****
IQ Merger ArbitrageMNAHedged: Arbitrage74**** 2.2%****
MainStay Int'l OppMYITXHedged: 130-3061**** 3.8%****
Grimaldi SectorNAVFXSector Rotation63**** 8.1%****
Neuberger Berman Eq IncNBHAXIncome: Global84**** 12.2%****
Nuveen Preferred INPSRXIncome: Multi100**** 11.8%****
Putnam Abs Ret 100 YPARYXHedged: Abs Return89**** 5.0%****
PIMCO All-AssetPAUIXGlobal Macro84**** 5.8%****
Putnam 700 YPDMYXHedged: Abs Return76**** 4.3%****
DWA Tech LeadersPDPBlended86**** 15.4%****
iShr Preferred ETFPFFIncome: Multi94**** 10.0%****
PIMCO Global MultiPGAIXGlobal Macro ****  ****
PowerSh Preferred ETFPGXIncome: Multi100**** 13.1%****
PowerShares Intl DivPIDIncome: Equity88**** 13.8%****
Principal GlobMultiStratPMSAXBlended80**** 4.0%****
Pimco Income PPONPXIncome: Multi91**** 6.9%****
Principal PreferredPPSIXIncome: Multi100**** 11.8%****
T. Rowe Equity IncomePRFDXIncome: Equity66**** 10.6%****
T. Rowe Summit MuniPRINXIncome: Tax Exempt99**** 9.3%****
T. Rowe Global BondPRSNXIncome: Multi100**** 11.3%****
iSh Global EnergyPWCBlended34**** -1.4%****
Putnam Abs Ret 300 YPYTRXHedged: Abs Return87**** 6.1%****
IQ Hedge Multi-StratQAIBlended81**** 4.8%****
IQ Hedge ETFQMNHedged: Mkt Neutral83**** 4.6%****
RAFI Long-ShortRALSHedged: Long/Short60**** -2.8%****
RiverFront GlobalGroRLTSXGlobal Macro52**** 5.0%****
MultiAsset ETFRLYHedged: Abs Return60**** 2.9%****
Hundredfold SelectSFHYXBlended79**** 4.8%****
Sound Mind InvestingSMIFXMomentum55**** 4.3%****
Schwab Div EquitySWDSXIncome: Equity61**** 8.8%****
Schwab Hedged EqSWHEXHedged: Long/Short46**** -1.3%****
Schwab BalancedSWOBXRisk-Driven86**** 11.2%****
Thornburg Inv Income ATIBAXIncome: Global84**** 11.0%****
Thornburg Inv Income YTIBIXGlobal Macro85**** 11.0%****
T. Rowe Retire BalancedTRRIXIncome: Multi93**** 9.9%****
Vanguard LifeStrat GrowthVASGXRisk-Driven86**** 12.3%****
Vanguard LifeStrategyVASIXIncome: Multi100**** 11.6%****
Vanguard BalancedVBIAXRisk-Driven93**** 13.1%****
Vanguard EquityVEIPXIncome: Equity78**** 13.1%****
VALIC Global StratVGLSXGlobal Macro52**** 1.3%****
Vanguard STAR InvVGSTXRisk-Driven91**** 12.7%****
Vanguard Hi Div YldVHDYXIncome: Equity70**** 11.2%****
ValueLine AssetAllocVLAAXRisk-Driven100**** 18.3%****
Vanguard Market NeutralVMNFXHedged: Mkt Neutral21**** -12.6%****
Vanguard Managed PayoutVPGDXIncome: Multi87**** 9.5%****
Vanguard Target RetireVTINXIncome: Multi100**** 10.5%****
Vanguard Wellington InvVWELXRisk-Driven98**** 14.6%****
Vanguard Wellesley AdmVWIAXIncome: Multi100**** 13.9%****
Vanguard Wellesley InvVWINXRisk-Driven100**** 13.8%****
Vanguard LT Tax-Exempt VWLTXIncome: Tax Exempt100**** 10.7%****
WF Asset AllocationWFAIXRisk-Driven90**** 12.1%****