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Tactical: Managed, ranked by VizMetrics Score

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.
   VizMetrics Score Total Return, annualized
Recipe NameIDCategory1 year3 year5 year7 year10 year 1 year3 year5 year7 year10 year
  Group average80**** 4.5%****
 
AQR Divers NADANXHedged: Arbitrage96**** 4.0%****
AlphaClone AlternativeALFAHedged: Long/Short76**** 12.6%****
S&P AggressiveAOARisk-Driven76**** 5.7%****
S&P ConservativeAOKRisk-Driven98**** 7.1%****
S&P ModerateAOMRisk-Driven93**** 6.7%****
S&P GrowthAORRisk-Driven86**** 6.3%****
Arbitrage IARBNXHedged: Arbitrage97**** 3.7%****
Am Century Target DateARTOXIncome: Multi87**** 5.6%****
AQR Multi-Strat AltASAIXBlended43**** -11.5%****
Absolute Strategies IASFIXHedged: Abs Return80**** 0.2%****
Dreyfus Alpha IAVGRXBlended76**** 2.7%****
BlackRock Strat Inc OppBASIXIncome: Multi100**** 4.7%****
Ibbotson BalancedBETFXRisk-Driven83**** 4.7%****
PwrSh Sr Loan PortfolioBKLNIncome: Float Rate89**** 3.9%****
BlackRock EmMkt ABLSAXHedged: Long/Short57**** 0.7%****
UBS Dyn Alpha ABNAAXBlended78**** 0.6%****
UBS Global AllocBPGLXGlobal Macro77**** 4.2%****
Robeco Long/Short IBPLSXHedged: Long/Short48**** -6.3%****
Berkshire Hathaway IncBRK.AGlobal Macro87**** 12.9%****
Calamos Convertible ACCVIXIncome: Multi84**** 6.2%****
Invesco Convertible YCNSDXIncome: Multi87**** 8.7%****
Columbia Thermostat ZCOTZXRisk-Driven100**** 9.1%****
IQ CPI Hedge ETFCPIHedged: Abs Return85**** 1.7%****
ProShares Lg CapCSMHedged: 130-3065**** 6.0%****
Calamos Global GrowthCVLOXIncome: Global67**** 2.2%****
Calamos Market Neu IncCVSIXHedged: Mkt Neutral93**** 3.7%****
Gugg Multi-AssetCVYIncome: Multi65**** 4.7%****
Barclays Conv BondCWBIncome: Multi74**** 5.5%****
WisdmTr EM HiYldDEMIncome: Equity84**** 9.1%****
WisdmTr EM SmCapDGSIncome: Equity61**** 2.9%****
Diamond Hill Long-Short IDHLSXHedged: Long/Short86**** 10.1%****
WisdomTree ex-USDLNIncome: Equity83**** 11.1%****
WisdmTr Intl SmCapDLSIncome: Equity40**** -6.4%****
Dodge & Cox BalancedDODBXRisk-Driven70**** 2.8%****
DFA Select Hedged DSHGXGlobal Macro58**** 2.2%****
WisdmTr Top 100DTNIncome: Equity56**** 2.5%****
MFS Target Return ADVRAXHedged: Abs Return100**** 7.6%****
iShares Select DividendDVYIncome: Equity70**** 5.5%****
SPDR S&P Int'lDWXIncome: Equity86**** 7.2%****
EatonVance GlobalMacroEIGMXHedged: Abs Return91**** 2.4%****
Fidelity BalancedFBALXRisk-Driven79**** 6.6%****
Fidelity ConvertiblesFCVSXIncome: Multi96**** 11.2%****
Fidelity EquityFEQTXIncome: Equity68**** 5.8%****
Fidelity MuniFHIGXIncome: Tax Exempt100**** 7.4%****
Nuveen Amer MuniFLAAXIncome: Tax Exempt100**** 6.7%****
Federated Abs Return AFMAAXHedged: Abs Return61**** -5.1%****
FPA CrescentFPACXRisk-Driven77**** 6.7%****
Fidelity PuritanFPURXRisk-Driven75**** 5.2%****
Fidelity StrategicFSDIXIncome: Equity88**** 8.9%****
First Trust Focus 5FVSector Rotation48**** 3.4%****
Gabelli ABC AAAGABCXHedged: Mkt Neutral91**** 2.3%****
Natixis ASG GlobalGAFYXHedged: Abs Return78**** 1.4%****
Goldman Sachs Instl GARTXHedged: Abs Return86**** 3.6%****
Aberdeen Opti AllocGASIXBlended87**** 1.9%****
GMO Benchm-FreeGBMFXGlobal Macro83**** 3.1%****
Goldman DynamicGDIFXGlobal Macro68**** -3.9%****
Leuthold GlobalGLBIXGlobal Macro62**** -3.1%****
GMO Global AllocGMWAXGlobal Macro84**** 5.0%****
Goldman Sachs Strat IncGSZAXIncome: Multi92**** 2.9%****
Hedge ReplicationHDGBlended80**** 2.0%****
iShares Hi Div EquityHDVIncome: Equity97**** 15.0%****
Hancock Horizon InstHHQTXHedged: Long/Short60**** -1.3%****
ETF: SPDR Inc AllocINKMIncome: Multi98**** 7.8%****
Ivy Asset StrategyIVAEXGlobal Macro12**** -8.3%****
IVA WorldwideIVWIXGlobal Macro73**** 1.9%****
iSh MultiAsset IncomeIYLDIncome: Multi99**** 7.9%****
Janus BalancedJANBXRisk-Driven95**** 10.1%****
Jhancock Global Abs Ret IJHAIXHedged: Abs Return93**** 4.4%****
JPMorgan Mkt Neutral AJMNAXHedged: Mkt Neutral89**** 3.5%****
KCM MacroTrendsKCMTXHedged: Long/Short63**** 3.8%****
Inst: Forward SelectKIFYXIncome: Multi88**** 5.9%****
Columbia Div IncomeLBSAXIncome: Equity89**** 12.7%****
Invesco Divers DividendLCEIXIncome: Equity85**** 8.8%****
Leuthold CoreLCORXGlobal Macro77**** 1.4%****
Lord Abbett Float RateLFRAXIncome: Float Rate88**** 2.9%****
Loomis Global Eq ALGMAXIncome: Global86**** 8.7%****
Loomis Global Eq YLSWWXGlobal Macro87**** 9.0%****
BlackRock Global IMALOXGlobal Macro80**** 4.1%****
IQ Hedge Macro ETFMCROBlended82**** 1.6%****
BlackRock Eq DividendMDDVXIncome: Equity75**** 7.3%****
FirstTrust Multi-AssetMDIVIncome: Multi90**** 7.3%****
BlackRock Nat'l MuniMDNLXIncome: Tax Exempt100**** 5.4%****
MainStay Marketfield AMFADXHedged: Long/Short54**** -3.1%****
MFS Global Tot RetMFWIXGlobal Macro90**** 7.0%****
Aberdeen Long-Short AMLSAXHedged: Long/Short82**** 11.6%****
IQ Merger ArbitrageMNAHedged: Arbitrage90**** 2.7%****
MainStay Int'l OppMYITXHedged: 130-3043**** -5.1%****
Grimaldi SectorNAVFXSector Rotation58**** 3.2%****
Neuberger Berman Eq IncNBHAXIncome: Global77**** 5.5%****
Nuveen Preferred INPSRXIncome: Multi100**** 7.5%****
Putnam Abs Ret 100 YPARYXHedged: Abs Return100**** 4.5%****
PIMCO All-AssetPAUIXGlobal Macro86**** 2.4%****
Putnam 700 YPDMYXHedged: Abs Return80**** 1.0%****
DWA Tech LeadersPDPBlended69**** 9.2%****
iShr Preferred ETFPFFIncome: Multi87**** 3.6%****
PIMCO Global MultiPGAIXGlobal Macro ****  ****
PowerSh Preferred ETFPGXIncome: Multi96**** 6.4%****
PowerShares Intl DivPIDIncome: Equity85**** 9.4%****
Principal GlobMultiStratPMSAXBlended87**** 2.5%****
Pimco Income PPONPXIncome: Multi100**** 6.7%****
Principal PreferredPPSIXIncome: Multi100**** 7.1%****
T. Rowe Equity IncomePRFDXIncome: Equity66**** 5.5%****
T. Rowe Summit MuniPRINXIncome: Tax Exempt100**** 6.1%****
T. Rowe Global BondPRSNXIncome: Multi100**** 8.6%****
iSh Global EnergyPWCBlended47**** -1.7%****
Putnam Abs Ret 300 YPYTRXHedged: Abs Return94**** 3.7%****
IQ Hedge Multi-StratQAIBlended84**** 2.0%****
IQ Hedge ETFQMNHedged: Mkt Neutral90**** 2.7%****
RAFI Long-ShortRALSHedged: Long/Short75**** -2.7%****
RiverFront GlobalGroRLTSXGlobal Macro40**** -4.0%****
MultiAsset ETFRLYHedged: Abs Return58**** -2.5%****
Hundredfold SelectSFHYXBlended89**** 4.7%****
Sound Mind InvestingSMIFXMomentum38**** -4.3%****
Schwab Div EquitySWDSXIncome: Equity62**** 4.1%****
Schwab Hedged EqSWHEXHedged: Long/Short56**** -3.5%****
Schwab BalancedSWOBXRisk-Driven81**** 6.3%****
FundX Tact UpgraderTACTXMomentum85**** 1.9%****
Thornburg Inv Income ATIBAXIncome: Global83**** 6.8%****
Thornburg Inv Income YTIBIXGlobal Macro84**** 6.7%****
T. Rowe Retire BalancedTRRIXIncome: Multi92**** 6.2%****
Vanguard LifeStrat GrowthVASGXRisk-Driven77**** 6.1%****
Vanguard LifeStrategyVASIXIncome: Multi100**** 7.4%****
Vanguard BalancedVBIAXRisk-Driven90**** 8.9%****
Vanguard EquityVEIPXIncome: Equity81**** 9.6%****
VALIC Global StratVGLSXGlobal Macro63**** -0.3%****
Vanguard STAR InvVGSTXRisk-Driven82**** 6.5%****
Vanguard Hi Div YldVHDYXIncome: Equity77**** 8.6%****
ValueLine AssetAllocVLAAXRisk-Driven100**** 17.4%****
Vanguard Market NeutralVMNFXHedged: Mkt Neutral44**** -11.4%****
Vanguard Managed PayoutVPGDXIncome: Multi82**** 4.2%****
Vanguard Target RetireVTINXIncome: Multi97**** 6.5%****
Vanguard Wellington InvVWELXRisk-Driven96**** 10.3%****
Vanguard Wellesley AdmVWIAXIncome: Multi100**** 10.2%****
Vanguard Wellesley InvVWINXRisk-Driven100**** 10.1%****
Vanguard LT Tax-Exempt VWLTXIncome: Tax Exempt100**** 7.2%****
WF Asset AllocationWFAIXRisk-Driven90**** 8.9%****