VizMetrics Inc. - Better visibility. Better results.

Tactical: Managed, ranked by VizMetrics Score

for period ending June 30, 2020
 
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 year15 year 1 year3 year5 year7 year10 year15 year
  Group average60***** -0.7%*****
 
AQR Divers NADANXHedged: Arbitrage76***** 5.1%*****
AlphaClone AlternativeALFAHedged: Long/Short58***** 8.5%*****
S&P AggressiveAOARisk-Driven62***** 2.1%*****
S&P ConservativeAOKRisk-Driven81***** 5.6%*****
S&P ModerateAOMRisk-Driven79***** 4.9%*****
S&P GrowthAORRisk-Driven70***** 3.5%*****
Arbitrage IARBNXHedged: Arbitrage83***** 3.3%*****
Am Century Target DateARTOXIncome: Multi75***** 4.1%*****
AQR Multi-Strat AltASAIXBlended5***** -31.5%*****
Absolute Strategies IASFIXHedged: Abs Return78***** 0.6%*****
Dreyfus Alpha IAVGRXBlended69***** 0.3%*****
BlackRock Strat Inc OppBASIXIncome: Multi75***** 2.4%*****
Ibbotson BalancedBETFXRisk-Driven64***** 0.7%*****
PwrSh Sr Loan PortfolioBKLNIncome: Float Rate67***** -1.8%*****
BlackRock EmMkt ABLSAXHedged: Long/Short41***** -4.8%*****
UBS Dyn Alpha ABNAAXBlended65***** -1.7%*****
UBS Global AllocBPGLXGlobal Macro64***** 1.0%*****
Robeco Long/Short IBPLSXHedged: Long/Short46***** -8.9%*****
Berkshire Hathaway IncBRK.AGlobal Macro31***** -16.0%*****
Calamos Convertible ACCVIXIncome: Multi95***** 21.3%*****
Invesco Convertible YCNSDXIncome: Multi86***** 14.9%*****
Columbia Thermostat ZCOTZXRisk-Driven100***** 21.0%*****
IQ CPI Hedge ETFCPIHedged: Abs Return75***** -0.4%*****
ProShares Lg CapCSMHedged: 130-3055***** 2.4%*****
Calamos Global GrowthCVLOXIncome: Global71***** 8.0%*****
Calamos Market Neu IncCVSIXHedged: Mkt Neutral82***** 3.1%*****
Gugg Multi-AssetCVYIncome: Multi0***** -22.7%*****
Barclays Conv BondCWBIncome: Multi86***** 18.1%*****
WisdmTr EM HiYldDEMIncome: Equity22***** -15.0%*****
WisdmTr EM SmCapDGSIncome: Equity22***** -13.6%*****
Diamond Hill Long-Short IDHLSXHedged: Long/Short40***** -8.1%*****
WisdomTree ex-USDLNIncome: Equity50***** -1.3%*****
WisdmTr Intl SmCapDLSIncome: Equity23***** -11.6%*****
Dodge & Cox BalancedDODBXRisk-Driven51***** -1.4%*****
DFA Select Hedged DSHGXGlobal Macro44***** -2.6%*****
WisdmTr Top 100DTNIncome: Equity27***** -10.7%*****
MFS Target Return ADVRAXHedged: Abs Return77***** 2.5%*****
iShares Select DividendDVYIncome: Equity20***** -15.5%*****
SPDR S&P Int'lDWXIncome: Equity32***** -11.9%*****
EatonVance GlobalMacroEIGMXHedged: Abs Return79***** 4.9%*****
Fidelity BalancedFBALXRisk-Driven79***** 10.6%*****
Fidelity ConvertiblesFCVSXIncome: Multi89***** 15.4%*****
Fidelity EquityFEQTXIncome: Equity40***** -5.4%*****
Fidelity MuniFHIGXIncome: Tax Exempt76***** 2.7%*****
Nuveen Amer MuniFLAAXIncome: Tax Exempt75***** 3.1%*****
FPA CrescentFPACXRisk-Driven45***** -4.2%*****
Fidelity PuritanFPURXRisk-Driven84***** 11.1%*****
Fidelity StrategicFSDIXIncome: Equity61***** 0.9%*****
FundX UpgraderFUNDXMomentum67***** 6.3%*****
First Trust Focus 5FVSector Rotation64***** 6.4%*****
Gabelli ABC AAAGABCXHedged: Mkt Neutral75***** 0.2%*****
Natixis ASG GlobalGAFYXHedged: Abs Return64***** -4.2%*****
Goldman Sachs Instl GARTXHedged: Abs Return64***** -3.1%*****
Aberdeen Opti AllocGASIXBlended65***** -2.4%*****
GMO Benchm-FreeGBMFXGlobal Macro52***** -5.7%*****
Goldman DynamicGDIFXGlobal Macro66***** -4.3%*****
Leuthold GlobalGLBIXGlobal Macro63***** -1.4%*****
GMO Global AllocGMWAXGlobal Macro54***** -4.3%*****
Goldman Sachs Strat IncGSZAXIncome: Multi72***** 2.1%*****
Hedge ReplicationHDGBlended73***** 1.2%*****
iShares Hi Div EquityHDVIncome: Equity34***** -10.5%*****
Hancock Horizon InstHHQTXHedged: Long/Short49***** -6.8%*****
ETF: SPDR Inc AllocINKMIncome: Multi46***** -4.5%*****
Ivy Asset StrategyIVAEXGlobal Macro54***** 0.3%*****
IVA WorldwideIVWIXGlobal Macro44***** -9.0%*****
iSh MultiAsset IncomeIYLDIncome: Multi39***** -6.6%*****
Janus BalancedJANBXRisk-Driven79***** 8.5%*****
Jhancock Global Abs Ret IJHAIXHedged: Abs Return80***** 1.9%*****
JPMorgan Mkt Neutral AJMNAXHedged: Mkt Neutral90***** 8.0%*****
KCM MacroTrendsKCMTXHedged: Long/Short53***** -8.4%*****
Inst: Forward SelectKIFYXIncome: Multi11***** -13.8%*****
Columbia Div IncomeLBSAXIncome: Equity58***** 0.2%*****
Invesco Divers DividendLCEIXIncome: Equity40***** -7.7%*****
Leuthold CoreLCORXGlobal Macro72***** 2.9%*****
Lord Abbett Float RateLFRAXIncome: Float Rate45***** -7.5%*****
Loomis Global Eq ALGMAXIncome: Global73***** 6.4%*****
Loomis Global Eq YLSWWXGlobal Macro73***** 6.6%*****
BlackRock Global IMALOXGlobal Macro76***** 6.9%*****
IQ Hedge Macro ETFMCROBlended75***** 2.5%*****
BlackRock Eq DividendMDDVXIncome: Equity44***** -4.9%*****
FirstTrust Multi-AssetMDIVIncome: Multi0***** -21.2%*****
BlackRock Nat'l MuniMDNLXIncome: Tax Exempt77***** 2.5%*****
MainStay Marketfield AMFADXHedged: Long/Short67***** 4.0%*****
MFS Global Tot RetMFWIXGlobal Macro66***** 1.2%*****
Aberdeen Long-Short AMLSAXHedged: Long/Short77***** 12.4%*****
IQ Merger ArbitrageMNAHedged: Arbitrage67***** -0.1%*****
MainStay Int'l OppMYITXHedged: 130-3034***** -9.8%*****
Grimaldi SectorNAVFXSector Rotation54***** 1.2%*****
Neuberger Berman Eq IncNBHAXIncome: Global40***** -7.6%*****
Nuveen Preferred INPSRXIncome: Multi56***** 0.1%*****
Putnam Abs Ret 100 YPARYXHedged: Abs Return80***** 2.9%*****
PIMCO All-AssetPAUIXGlobal Macro44***** -7.2%*****
Putnam 700 YPDMYXHedged: Abs Return60***** -8.3%*****
DWA Tech LeadersPDPBlended76***** 12.1%*****
iShr Preferred ETFPFFIncome: Multi59***** -0.7%*****
PIMCO Global MultiPGAIXGlobal Macro *****  *****
PowerSh Preferred ETFPGXIncome: Multi68***** 1.4%*****
PowerShares Intl DivPIDIncome: Equity5***** -22.0%*****
Principal GlobMultiStratPMSAXBlended67***** -0.8%*****
Pimco Income PPONPXIncome: Multi69***** 0.6%*****
Principal PreferredPPSIXIncome: Multi64***** 2.1%*****
T. Rowe Equity IncomePRFDXIncome: Equity29***** -11.2%*****
T. Rowe Summit MuniPRINXIncome: Tax Exempt75***** 2.3%*****
T. Rowe Global BondPRSNXIncome: Multi72***** 3.6%*****
iSh Global EnergyPWCBlended34***** -8.5%*****
Putnam Abs Ret 300 YPYTRXHedged: Abs Return70***** 0.5%*****
IQ Hedge Multi-StratQAIBlended75***** 1.6%*****
IQ Hedge ETFQMNHedged: Mkt Neutral76***** 1.3%*****
RAFI Long-ShortRALSHedged: Long/Short59***** -9.2%*****
RiverFront GlobalGroRLTSXGlobal Macro45***** -3.5%*****
MultiAsset ETFRLYHedged: Abs Return32***** -12.9%*****
Hundredfold SelectSFHYXBlended100***** 14.8%*****
Sound Mind InvestingSMIFXMomentum45***** -3.7%*****
Schwab Div EquitySWDSXIncome: Equity26***** -12.7%*****
Schwab Hedged EqSWHEXHedged: Long/Short50***** -6.7%*****
Schwab BalancedSWOBXRisk-Driven77***** 7.1%*****
Thornburg Inv Income ATIBAXIncome: Global33***** -8.9%*****
Thornburg Inv Income YTIBIXGlobal Macro33***** -8.7%*****
T. Rowe Retire BalancedTRRIXIncome: Multi74***** 4.3%*****
Vanguard LifeStrat GrowthVASGXRisk-Driven64***** 3.6%*****
Vanguard LifeStrategyVASIXIncome: Multi87***** 6.7%*****
Vanguard BalancedVBIAXRisk-Driven79***** 8.3%*****
Vanguard EquityVEIPXIncome: Equity44***** -5.5%*****
VALIC Global StratVGLSXGlobal Macro57***** -4.4%*****
Vanguard STAR InvVGSTXRisk-Driven79***** 9.2%*****
ValueLine AssetAllocVLAAXRisk-Driven79***** 8.2%*****
Vanguard Market NeutralVMNFXHedged: Mkt Neutral68***** -3.9%*****
Vanguard Managed PayoutVPGDXIncome: Multi58***** -2.1%*****
Vanguard Target RetireVTINXIncome: Multi82***** 5.7%*****
Vanguard Wellington InvVWELXRisk-Driven71***** 4.7%*****
Vanguard Wellesley AdmVWIAXIncome: Multi80***** 5.7%*****
Vanguard Wellesley InvVWINXRisk-Driven80***** 5.7%*****
Vanguard LT Tax-Exempt VWLTXIncome: Tax Exempt83***** 4.9%*****
Vanguard Hi Div Yld ETFVYMIncome: Equity42***** -6.7%*****
WF Asset AllocationWFAIXRisk-Driven86***** 9.4%*****