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Tactical: Managed, ranked by VizMetrics Score

for period ending July 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 average77**** 3.2%****
 
AQR Divers NADANXHedged: Arbitrage97**** 4.5%****
AlphaClone AlternativeALFAHedged: Long/Short80**** 14.3%****
S&P AggressiveAOARisk-Driven70**** 2.9%****
S&P ConservativeAOKRisk-Driven95**** 6.3%****
S&P ModerateAOMRisk-Driven90**** 5.6%****
S&P GrowthAORRisk-Driven80**** 4.1%****
Arbitrage IARBNXHedged: Arbitrage99**** 4.8%****
Am Century Target DateARTOXIncome: Multi84**** 4.5%****
AQR Multi-Strat AltASAIXBlended50**** -9.4%****
Absolute Strategies IASFIXHedged: Abs Return81**** 0.3%****
Dreyfus Alpha IAVGRXBlended76**** 2.6%****
BlackRock Strat Inc OppBASIXIncome: Multi99**** 4.8%****
Ibbotson BalancedBETFXRisk-Driven78**** 3.0%****
PwrSh Sr Loan PortfolioBKLNIncome: Float Rate89**** 4.2%****
BlackRock EmMkt ABLSAXHedged: Long/Short48**** -3.4%****
UBS Dyn Alpha ABNAAXBlended74**** -1.0%****
UBS Global AllocBPGLXGlobal Macro73**** 2.4%****
Robeco Long/Short IBPLSXHedged: Long/Short46**** -7.4%****
Berkshire Hathaway IncBRK.AGlobal Macro62**** 2.4%****
Calamos Convertible ACCVIXIncome: Multi89**** 8.4%****
Invesco Convertible YCNSDXIncome: Multi92**** 10.9%****
Columbia Thermostat ZCOTZXRisk-Driven100**** 9.3%****
IQ CPI Hedge ETFCPIHedged: Abs Return84**** 1.4%****
ProShares Lg CapCSMHedged: 130-3062**** 4.5%****
Calamos Global GrowthCVLOXIncome: Global65**** 1.4%****
Calamos Market Neu IncCVSIXHedged: Mkt Neutral92**** 3.5%****
Gugg Multi-AssetCVYIncome: Multi62**** 3.3%****
Barclays Conv BondCWBIncome: Multi77**** 6.7%****
WisdmTr EM HiYldDEMIncome: Equity63**** 0.7%****
WisdmTr EM SmCapDGSIncome: Equity53**** -0.9%****
Diamond Hill Long-Short IDHLSXHedged: Long/Short81**** 8.0%****
WisdomTree ex-USDLNIncome: Equity76**** 8.3%****
WisdmTr Intl SmCapDLSIncome: Equity32**** -10.0%****
Dodge & Cox BalancedDODBXRisk-Driven67**** 1.2%****
DFA Select Hedged DSHGXGlobal Macro53**** -0.5%****
WisdmTr Top 100DTNIncome: Equity52**** 0.4%****
MFS Target Return ADVRAXHedged: Abs Return97**** 6.4%****
iShares Select DividendDVYIncome: Equity67**** 3.9%****
SPDR S&P Int'lDWXIncome: Equity72**** 1.9%****
EatonVance GlobalMacroEIGMXHedged: Abs Return94**** 3.7%****
Fidelity BalancedFBALXRisk-Driven76**** 5.3%****
Fidelity ConvertiblesFCVSXIncome: Multi100**** 13.8%****
Fidelity EquityFEQTXIncome: Equity60**** 2.1%****
Fidelity MuniFHIGXIncome: Tax Exempt100**** 7.9%****
Nuveen Amer MuniFLAAXIncome: Tax Exempt100**** 7.4%****
Federated Abs Return AFMAAXHedged: Abs Return63**** -4.5%****
FPA CrescentFPACXRisk-Driven69**** 3.3%****
Fidelity PuritanFPURXRisk-Driven72**** 3.8%****
Fidelity StrategicFSDIXIncome: Equity84**** 7.3%****
FundX UpgraderFUNDXMomentum69**** 7.4%****
First Trust Focus 5FVSector Rotation47**** 2.7%****
Gabelli ABC AAAGABCXHedged: Mkt Neutral89**** 1.9%****
Natixis ASG GlobalGAFYXHedged: Abs Return76**** 0.5%****
Goldman Sachs Instl GARTXHedged: Abs Return84**** 2.8%****
Aberdeen Opti AllocGASIXBlended86**** 1.9%****
GMO Benchm-FreeGBMFXGlobal Macro77**** 0.8%****
Goldman DynamicGDIFXGlobal Macro75**** -1.4%****
Leuthold GlobalGLBIXGlobal Macro62**** -3.1%****
GMO Global AllocGMWAXGlobal Macro78**** 2.5%****
Goldman Sachs Strat IncGSZAXIncome: Multi90**** 2.5%****
Hedge ReplicationHDGBlended77**** 0.7%****
iShares Hi Div EquityHDVIncome: Equity86**** 10.4%****
Hancock Horizon InstHHQTXHedged: Long/Short58**** -2.2%****
ETF: SPDR Inc AllocINKMIncome: Multi94**** 6.3%****
Ivy Asset StrategyIVAEXGlobal Macro9**** -10.8%****
IVA WorldwideIVWIXGlobal Macro66**** -0.8%****
iSh MultiAsset IncomeIYLDIncome: Multi93**** 6.1%****
Janus BalancedJANBXRisk-Driven92**** 9.0%****
Jhancock Global Abs Ret IJHAIXHedged: Abs Return93**** 4.4%****
JPMorgan Mkt Neutral AJMNAXHedged: Mkt Neutral85**** 1.9%****
KCM MacroTrendsKCMTXHedged: Long/Short65**** 4.6%****
Inst: Forward SelectKIFYXIncome: Multi88**** 5.8%****
Columbia Div IncomeLBSAXIncome: Equity81**** 9.4%****
Invesco Divers DividendLCEIXIncome: Equity76**** 5.1%****
Leuthold CoreLCORXGlobal Macro75**** 0.6%****
Lord Abbett Float RateLFRAXIncome: Float Rate88**** 2.9%****
Loomis Global Eq ALGMAXIncome: Global84**** 7.8%****
Loomis Global Eq YLSWWXGlobal Macro85**** 8.1%****
BlackRock Global IMALOXGlobal Macro75**** 1.8%****
IQ Hedge Macro ETFMCROBlended79**** 0.7%****
BlackRock Eq DividendMDDVXIncome: Equity66**** 3.8%****
FirstTrust Multi-AssetMDIVIncome: Multi86**** 6.1%****
BlackRock Nat'l MuniMDNLXIncome: Tax Exempt100**** 6.1%****
MainStay Marketfield AMFADXHedged: Long/Short45**** -6.9%****
MFS Global Tot RetMFWIXGlobal Macro84**** 4.7%****
Aberdeen Long-Short AMLSAXHedged: Long/Short78**** 10.0%****
IQ Merger ArbitrageMNAHedged: Arbitrage87**** 1.6%****
MainStay Int'l OppMYITXHedged: 130-3033**** -9.8%****
Grimaldi SectorNAVFXSector Rotation54**** 1.6%****
Neuberger Berman Eq IncNBHAXIncome: Global73**** 3.8%****
Nuveen Preferred INPSRXIncome: Multi99**** 7.2%****
Putnam Abs Ret 100 YPARYXHedged: Abs Return99**** 4.4%****
PIMCO All-AssetPAUIXGlobal Macro81**** 0.8%****
Putnam 700 YPDMYXHedged: Abs Return83**** 2.2%****
DWA Tech LeadersPDPBlended71**** 10.0%****
iShr Preferred ETFPFFIncome: Multi91**** 5.3%****
PIMCO Global MultiPGAIXGlobal Macro ****  ****
PowerSh Preferred ETFPGXIncome: Multi100**** 8.9%****
PowerShares Intl DivPIDIncome: Equity71**** 3.8%****
Principal GlobMultiStratPMSAXBlended86**** 2.1%****
Pimco Income PPONPXIncome: Multi100**** 6.4%****
Principal PreferredPPSIXIncome: Multi100**** 7.7%****
T. Rowe Equity IncomePRFDXIncome: Equity61**** 3.2%****
T. Rowe Summit MuniPRINXIncome: Tax Exempt100**** 6.6%****
T. Rowe Global BondPRSNXIncome: Multi100**** 8.6%****
iSh Global EnergyPWCBlended46**** -2.6%****
Putnam Abs Ret 300 YPYTRXHedged: Abs Return96**** 4.7%****
IQ Hedge Multi-StratQAIBlended81**** 1.0%****
IQ Hedge ETFQMNHedged: Mkt Neutral88**** 2.0%****
RAFI Long-ShortRALSHedged: Long/Short72**** -3.6%****
RiverFront GlobalGroRLTSXGlobal Macro35**** -6.7%****
MultiAsset ETFRLYHedged: Abs Return55**** -3.9%****
Hundredfold SelectSFHYXBlended86**** 3.8%****
Sound Mind InvestingSMIFXMomentum41**** -3.2%****
Schwab Div EquitySWDSXIncome: Equity56**** 1.3%****
Schwab Hedged EqSWHEXHedged: Long/Short53**** -4.9%****
Schwab BalancedSWOBXRisk-Driven79**** 5.4%****
Thornburg Inv Income ATIBAXIncome: Global72**** 2.0%****
Thornburg Inv Income YTIBIXGlobal Macro72**** 1.9%****
T. Rowe Retire BalancedTRRIXIncome: Multi89**** 5.2%****
Vanguard LifeStrat GrowthVASGXRisk-Driven72**** 3.9%****
Vanguard LifeStrategyVASIXIncome: Multi100**** 7.4%****
Vanguard BalancedVBIAXRisk-Driven87**** 7.8%****
Vanguard EquityVEIPXIncome: Equity72**** 5.5%****
VALIC Global StratVGLSXGlobal Macro54**** -4.3%****
Vanguard STAR InvVGSTXRisk-Driven78**** 4.9%****
Vanguard Hi Div YldVHDYXIncome: Equity69**** 5.0%****
ValueLine AssetAllocVLAAXRisk-Driven100**** 15.4%****
Vanguard Market NeutralVMNFXHedged: Mkt Neutral46**** -10.9%****
Vanguard Managed PayoutVPGDXIncome: Multi78**** 2.6%****
Vanguard Target RetireVTINXIncome: Multi95**** 6.0%****
Vanguard Wellington InvVWELXRisk-Driven89**** 7.9%****
Vanguard Wellesley AdmVWIAXIncome: Multi100**** 8.5%****
Vanguard Wellesley InvVWINXRisk-Driven100**** 8.4%****
Vanguard LT Tax-Exempt VWLTXIncome: Tax Exempt100**** 8.0%****
WF Asset AllocationWFAIXRisk-Driven86**** 7.3%****