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All Portfolios, ranked by Standard Deviation

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.
    Standard Deviation Total Return, annualized
Recipe NameIDPeer GroupCategory1 year3 year5 year7 year10 year15 year 1 year3 year5 year7 year10 year15 year
   Group average14.6%11.5%10.3%9.6%9.9%11.2% 2.4%4.4%4.6%5.6%7.3%7.3%
  
AQR Divers NADANXTactical: ManagedHedged: Arbitrage10.7%6.4%5.5%4.9%4.2%  5.1%4.6%4.1%2.1%2.3% 
AlphaClone AlternativeALFATactical: ManagedHedged: Long/Short31.1%24.3%19.5%18.5%   8.5%13.2%5.0%9.2%  
S&P AggressiveAOATactical: ManagedRisk-Driven18.0%14.0%12.4%11.7%12.9%  2.1%5.4%6.0%7.7%9.8% 
S&P ConservativeAOKTactical: ManagedRisk-Driven8.5%6.2%5.6%5.2%4.8%  5.6%5.2%5.0%5.0%5.4% 
S&P ModerateAOMTactical: ManagedRisk-Driven9.4%7.3%6.6%6.2%6.2%  4.9%5.3%5.1%5.7%6.3% 
S&P GrowthAORTactical: ManagedRisk-Driven13.8%10.6%9.5%8.9%9.1%  3.5%5.4%5.6%6.8%8.0% 
Arbitrage IARBNXTactical: ManagedHedged: Arbitrage4.7%3.2%2.7%2.4%2.5%3.5% 3.3%2.5%2.8%2.5%2.5%3.3%
Am Century Target DateARTOXTactical: ManagedIncome: Multi11.3%8.6%7.5%6.9%7.1%7.7% 4.1%5.0%4.8%5.4%6.7%5.3%
AQR Multi-Strat AltASAIXTactical: ManagedBlended10.6%8.8%8.3%7.9%   -31.5%-16.9%-9.0%-5.3%  
Absolute Strategies IASFIXTactical: ManagedHedged: Abs Return5.3%5.3%5.1%4.6%4.1%  0.6%-1.5%-1.3%-1.3%-0.1% 
Dreyfus Alpha IAVGRXTactical: ManagedBlended9.7%8.3%7.8%7.8%9.0%  0.3%2.0%1.2%3.8%5.8% 
BlackRock Strat Inc OppBASIXTactical: ManagedIncome: Multi7.9%4.9%3.9%3.4%3.4%  2.4%2.9%2.6%2.8%3.5% 
Ibbotson BalancedBETFXTactical: ManagedRisk-Driven14.6%10.7%9.5%8.8%9.1%  0.7%3.5%4.3%5.4%6.5% 
PwrSh Sr Loan PortfolioBKLNTactical: ManagedIncome: Float Rate8.0%5.9%5.1%4.5%   -1.8%1.6%2.1%2.1%  
BlackRock EmMkt ABLSAXTactical: ManagedHedged: Long/Short23.9%19.5%15.1%12.9%   -4.8%0.8%-0.5%-1.0%  
UBS Dyn Alpha ABNAAXTactical: ManagedBlended9.9%6.8%6.4%5.8%5.7%8.1% -1.7%-1.1%-1.7%-0.1%1.8%1.5%
UBS Global AllocBPGLXTactical: ManagedGlobal Macro14.6%11.5%10.6%9.7%10.7%13.2% 1.0%3.9%3.7%5.3%6.3%4.3%
Robeco Long/Short IBPLSXTactical: ManagedHedged: Long/Short14.8%12.1%11.8%11.0%11.3%14.8% -8.9%-5.0%0.6%0.9%5.6%7.4%
Berkshire Hathaway IncBRK.ATactical: ManagedGlobal Macro14.1%17.0%16.1%15.5%15.3%17.9% -16.0%1.6%5.5%6.9%8.4%8.1%
Calamos Convertible ACCVIXTactical: ManagedIncome: Multi25.0%15.7%13.3%12.1%11.6%12.1% 21.3%12.8%9.1%9.0%8.5%7.1%
Invesco Convertible YCNSDXTactical: ManagedIncome: Multi20.8%14.6%12.1%11.0%11.0%12.4% 14.9%11.3%7.9%8.3%9.5%8.0%
Columbia Thermostat ZCOTZXTactical: ManagedRisk-Driven9.2%6.4%5.5%5.0%7.2%10.8% 21.0%10.7%7.8%7.4%9.4%7.0%
IQ CPI Hedge ETFCPITactical: ManagedHedged: Abs Return4.8%3.9%3.4%3.2%2.9%  -0.4%1.3%1.3%1.4%1.3% 
ProShares Lg CapCSMTactical: ManagedHedged: 130-3024.6%19.4%17.2%15.8%16.2%  2.4%7.3%9.0%11.0%13.1% 
Calamos Global GrowthCVLOXTactical: ManagedIncome: Global21.3%15.4%13.3%12.3%11.8%13.3% 8.0%6.6%5.5%6.2%6.5%6.2%
Calamos Market Neu IncCVSIXTactical: ManagedHedged: Mkt Neutral4.7%3.4%3.4%3.3%3.8%5.0% 3.1%3.6%3.5%3.6%4.3%3.6%
Gugg Multi-AssetCVYTactical: ManagedIncome: Multi30.7%24.0%20.3%18.0%17.1%  -22.7%-4.1%-0.6%-0.3%4.5% 
Barclays Conv BondCWBTactical: ManagedIncome: Multi24.4%17.0%14.1%12.8%12.4%  18.1%11.0%10.0%10.4%10.4% 
WisdmTr EM HiYldDEMTactical: ManagedIncome: Equity22.3%19.7%19.0%18.3%19.2%  -15.0%0.3%0.7%0.0%1.8% 
WisdmTr EM SmCapDGSTactical: ManagedIncome: Equity24.6%20.8%19.7%17.9%19.7%  -13.6%-1.5%1.5%1.0%3.1% 
Diamond Hill Long-Short IDHLSXTactical: ManagedHedged: Long/Short19.1%15.3%13.3%12.1%11.9%12.1% -8.1%0.6%2.6%4.4%6.6%5.2%
WisdomTree ex-USDLNTactical: ManagedIncome: Equity21.8%17.6%15.4%14.2%13.9%  -1.3%6.3%8.0%9.3%12.3% 
WisdmTr Intl SmCapDLSTactical: ManagedIncome: Equity25.8%18.6%17.2%16.4%17.4%  -11.6%-4.0%1.6%4.1%6.7% 
Dodge & Cox BalancedDODBXTactical: ManagedRisk-Driven20.6%14.8%13.3%12.1%12.7%13.8% -1.4%2.7%5.0%7.0%9.5%6.2%
DFA Select Hedged DSHGXTactical: ManagedGlobal Macro24.4%18.7%16.4%15.3%   -2.6%3.3%4.9%7.4%  
WisdmTr Top 100DTNTactical: ManagedIncome: Equity24.7%19.7%17.2%15.6%15.1%  -10.7%-0.1%3.7%5.9%10.3% 
MFS Target Return ADVRAXTactical: ManagedHedged: Abs Return7.4%5.5%5.2%4.8%4.6%  2.5%3.4%1.7%2.6%3.8% 
iShares Select DividendDVYTactical: ManagedIncome: Equity22.3%18.1%15.8%14.8%14.2%15.9% -15.5%-0.8%5.0%6.9%10.4%5.5%
SPDR S&P Int'lDWXTactical: ManagedIncome: Equity17.7%14.0%14.2%14.7%17.4%  -11.9%-1.1%0.2%0.9%2.2% 
EatonVance GlobalMacroEIGMXTactical: ManagedHedged: Abs Return8.5%5.2%4.3%3.8%3.5%3.4% 4.9%2.5%2.9%2.7%2.4%4.1%
Fidelity BalancedFBALXTactical: ManagedRisk-Driven18.4%13.9%12.0%11.0%10.7%11.9% 10.6%9.3%8.3%9.7%10.5%7.8%
Fidelity ConvertiblesFCVSXTactical: ManagedIncome: Multi19.0%14.0%12.6%11.6%12.8%17.2% 15.4%11.9%7.7%8.2%9.8%7.8%
Fidelity EquityFEQTXTactical: ManagedIncome: Equity23.7%18.5%16.1%14.8%15.7%16.9% -5.4%2.4%4.9%6.9%9.6%5.3%
Fidelity MuniFHIGXTactical: ManagedIncome: Tax Exempt8.0%5.3%4.9%4.6%4.6%4.7% 2.7%4.1%3.8%4.2%4.3%4.2%
Nuveen Amer MuniFLAAXTactical: ManagedIncome: Tax Exempt9.2%5.8%5.3%5.1%5.4%6.1% 3.1%4.3%4.2%4.8%5.2%4.7%
FPA CrescentFPACXTactical: ManagedRisk-Driven19.5%15.3%13.1%11.6%11.3%11.3% -4.2%2.1%4.0%5.6%7.7%6.8%
Fidelity PuritanFPURXTactical: ManagedRisk-Driven15.8%12.8%11.2%10.4%10.4%11.2% 11.1%9.6%8.3%9.8%10.6%7.8%
Fidelity StrategicFSDIXTactical: ManagedIncome: Equity16.9%13.0%11.5%10.5%10.9%14.7% 0.9%5.4%6.8%7.6%10.2%6.7%
FundX UpgraderFUNDXTactical: ManagedMomentum21.1%18.3%16.0%15.0%15.3%16.9% 6.3%10.3%7.5%9.6%10.7%7.0%
First Trust Focus 5FVTactical: ManagedSector Rotation25.9%22.5%19.1%    6.4%9.5%6.2%   
Gabelli ABC AAAGABCXTactical: ManagedHedged: Mkt Neutral5.7%3.6%3.0%2.7%2.8%3.3% 0.2%1.3%1.8%2.0%2.8%3.5%
Natixis ASG GlobalGAFYXTactical: ManagedHedged: Abs Return6.5%6.8%6.7%6.8%7.4%  -4.2%1.2%-0.8%1.5%2.9% 
Goldman Sachs Instl GARTXTactical: ManagedHedged: Abs Return7.8%6.3%5.5%5.3%5.2%  -3.1%1.6%1.8%2.7%2.4% 
Aberdeen Opti AllocGASIXTactical: ManagedBlended8.5%5.8%4.9%4.8%8.6%12.5% -2.4%0.6%0.3%1.8%4.2%3.6%
GMO Benchm-FreeGBMFXTactical: ManagedGlobal Macro13.9%10.1%8.8%8.2%7.8%7.9% -5.7%0.2%0.8%2.1%4.2%5.3%
Goldman DynamicGDIFXTactical: ManagedGlobal Macro5.4%5.9%6.0%6.1%6.7%  -4.3%-0.2%0.7%1.7%2.8% 
Leuthold GlobalGLBIXTactical: ManagedGlobal Macro11.9%9.6%8.3%8.2%9.2%  -1.4%-0.3%1.1%3.1%5.0% 
GMO Global AllocGMWAXTactical: ManagedGlobal Macro14.4%11.0%9.7%9.1%9.1%9.4% -4.3%1.4%2.5%3.7%5.5%5.0%
Goldman Sachs Strat IncGSZAXTactical: ManagedIncome: Multi10.2%6.3%5.2%4.6%4.5%  2.1%0.9%0.9%0.7%2.0% 
Hedge ReplicationHDGTactical: ManagedBlended8.8%6.7%5.8%5.2%   1.2%1.7%1.6%2.1%  
iShares Hi Div EquityHDVTactical: ManagedIncome: Equity22.1%17.9%15.4%14.1%   -10.5%2.9%5.7%6.7%  
Hancock Horizon InstHHQTXTactical: ManagedHedged: Long/Short13.4%11.4%9.6%9.2%12.0%  -6.8%-0.6%0.5%3.4%7.0% 
ETF: SPDR Inc AllocINKMTactical: ManagedIncome: Multi18.1%12.2%10.6%9.7%   -4.5%2.1%3.4%3.6%  
Ivy Asset StrategyIVAEXTactical: ManagedGlobal Macro20.5%19.0%15.5%14.3%15.8%16.0% 0.3%0.9%-0.7%1.6%4.3%6.5%
IVA WorldwideIVWIXTactical: ManagedGlobal Macro14.9%11.7%9.9%9.0%9.6%  -9.0%-1.0%1.5%3.4%5.2% 
iSh MultiAsset IncomeIYLDTactical: ManagedIncome: Multi20.3%13.4%11.2%10.2%   -6.6%0.5%2.9%3.5%  
Janus BalancedJANBXTactical: ManagedRisk-Driven13.9%11.0%9.8%9.0%9.4%9.7% 8.5%10.4%8.8%9.3%10.0%8.5%
Jhancock Global Abs Ret IJHAIXTactical: ManagedHedged: Abs Return5.3%4.5%4.2%4.0%   1.9%1.5%0.6%1.8%  
JPMorgan Mkt Neutral AJMNAXTactical: ManagedHedged: Mkt Neutral6.4%4.8%4.4%3.9%3.9%3.7% 8.0%4.3%2.3%2.0%1.1%2.0%
KCM MacroTrendsKCMTXTactical: ManagedHedged: Long/Short9.1%13.0%11.9%11.9%12.6%  -8.4%4.0%3.0%5.9%6.0% 
Inst: Forward SelectKIFYXTactical: ManagedIncome: Multi30.6%19.9%16.7%14.6%13.2%19.2% -13.8%-3.8%0.4%2.6%6.0%3.8%
Columbia Div IncomeLBSAXTactical: ManagedIncome: Equity18.6%15.8%14.1%13.0%13.1%13.8% 0.2%7.4%9.1%9.7%12.0%8.4%
Invesco Divers DividendLCEIXTactical: ManagedIncome: Equity19.5%15.1%13.1%12.3%12.9%14.4% -7.7%1.0%4.0%6.5%9.6%6.8%
Leuthold CoreLCORXTactical: ManagedGlobal Macro11.5%9.0%7.9%8.0%8.9%11.5% 2.9%3.5%4.0%6.2%6.5%5.9%
Lord Abbett Float RateLFRAXTactical: ManagedIncome: Float Rate14.4%9.3%7.5%6.5%6.0%  -7.5%-0.2%1.6%2.1%3.5% 
Loomis Global Eq ALGMAXTactical: ManagedIncome: Global17.0%13.7%12.1%11.2%12.6%14.6% 6.4%9.0%8.2%8.7%10.1%8.5%
Loomis Global Eq YLSWWXTactical: ManagedGlobal Macro17.0%13.7%12.1%11.4%12.7%14.7% 6.6%9.2%8.4%9.2%10.5%8.9%
BlackRock Global IMALOXTactical: ManagedGlobal Macro14.8%10.8%9.5%8.7%9.5%10.4% 6.9%4.9%4.5%5.4%6.4%6.5%
IQ Hedge Macro ETFMCROTactical: ManagedBlended8.9%6.4%5.5%5.2%5.8%  2.5%1.8%1.7%1.1%1.0% 
BlackRock Eq DividendMDDVXTactical: ManagedIncome: Equity21.0%17.2%15.5%14.2%14.1%14.8% -4.9%3.6%6.7%7.7%10.3%7.5%
FirstTrust Multi-AssetMDIVTactical: ManagedIncome: Multi29.7%20.8%17.5%15.3%   -21.2%-5.0%-1.4%-0.4%  
BlackRock Nat'l MuniMDNLXTactical: ManagedIncome: Tax Exempt7.4%4.7%4.1%4.0%4.4%4.7% 2.5%3.3%3.2%3.7%4.2%4.1%
MainStay Marketfield AMFADXTactical: ManagedHedged: Long/Short19.6%14.3%11.6%10.4%10.1%  4.0%3.1%1.0%-0.3%3.3% 
MFS Global Tot RetMFWIXTactical: ManagedGlobal Macro13.1%10.1%9.1%8.6%9.1%10.0% 1.2%3.7%4.7%5.7%7.3%6.3%
Aberdeen Long-Short AMLSAXTactical: ManagedHedged: Long/Short22.4%17.8%14.0%12.0%10.6%9.4% 12.4%11.7%8.0%6.5%5.9%5.0%
IQ Merger ArbitrageMNATactical: ManagedHedged: Arbitrage10.0%6.5%5.7%5.2%5.3%  -0.1%0.8%2.1%3.0%2.6% 
MainStay Int'l OppMYITXTactical: ManagedHedged: 130-3019.9%16.1%15.1%14.5%16.8%  -9.8%-5.5%-2.4%1.3%5.0% 
Grimaldi SectorNAVFXTactical: ManagedSector Rotation22.0%18.6%15.8%14.2%   1.2%6.9%6.0%8.0%  
Neuberger Berman Eq IncNBHAXTactical: ManagedIncome: Global18.7%14.5%13.0%11.9%11.5%  -7.6%2.3%4.6%5.5%7.6% 
Nuveen Preferred INPSRXTactical: ManagedIncome: Multi17.5%10.9%9.0%7.8%8.1%  0.1%2.4%4.5%5.2%7.5% 
Putnam Abs Ret 100 YPARYXTactical: ManagedHedged: Abs Return4.9%2.9%2.5%2.1%1.9%  2.9%3.3%2.7%2.3%1.9% 
PIMCO All-AssetPAUIXTactical: ManagedGlobal Macro16.8%11.1%10.6%9.6%9.6%9.9% -7.2%-1.0%0.8%0.7%2.2%3.6%
Putnam 700 YPDMYXTactical: ManagedHedged: Abs Return4.3%5.3%5.1%4.9%5.0%  -8.3%-1.8%-0.2%1.6%2.5% 
DWA Tech LeadersPDPTactical: ManagedBlended24.6%20.4%17.2%15.9%16.3%  12.1%13.2%9.8%12.0%14.3% 
iShr Preferred ETFPFFTactical: ManagedIncome: Multi16.5%10.7%8.9%7.9%8.2%  -0.7%1.5%3.2%4.2%5.5% 
PIMCO Global MultiPGAIXTactical: ManagedGlobal Macro             
PowerSh Preferred ETFPGXTactical: ManagedIncome: Multi13.2%9.1%7.9%7.2%6.9%  1.4%3.2%5.1%5.7%6.6% 
PowerShares Intl DivPIDTactical: ManagedIncome: Equity23.3%19.4%17.7%16.5%16.8%  -22.0%-3.6%-2.7%-0.4%3.2% 
Principal GlobMultiStratPMSAXTactical: ManagedBlended9.1%6.1%5.0%4.5%   -0.8%0.9%1.3%2.1%  
Pimco Income PPONPXTactical: ManagedIncome: Multi9.2%5.6%4.7%4.3%4.6%  0.6%3.2%4.6%5.2%7.4% 
Principal PreferredPPSIXTactical: ManagedIncome: Multi15.1%9.3%7.7%6.8%6.8%12.2% 2.1%3.2%4.8%5.4%7.0%5.8%
T. Rowe Equity IncomePRFDXTactical: ManagedIncome: Equity22.2%18.5%16.7%15.2%15.4%16.6% -11.2%0.9%4.2%5.7%9.1%5.8%
T. Rowe Summit MuniPRINXTactical: ManagedIncome: Tax Exempt8.4%5.3%4.7%4.5%4.8%5.1% 2.3%3.5%3.6%4.1%4.4%4.3%
Permanent PortfolioPRPFXStrategic: ManagedLow Equity16.2%11.4%10.2%9.2%9.8%10.4% 8.5%6.3%5.5%5.0%5.1%6.3%
T. Rowe Global BondPRSNXTactical: ManagedIncome: Multi11.7%7.1%6.0%5.3%5.2%  3.6%4.4%4.6%4.3%4.7% 
iSh Global EnergyPWCTactical: ManagedBlended23.0%19.1%17.2%16.3%17.4%17.0% -8.5%2.7%4.6%8.1%11.2%6.3%
Putnam Abs Ret 300 YPYTRXTactical: ManagedHedged: Abs Return8.2%5.2%4.6%4.1%3.8%  0.5%2.7%2.6%2.4%2.3% 
IQ Hedge Multi-StratQAITactical: ManagedBlended7.4%5.5%4.7%4.9%4.7%  1.6%2.3%1.4%2.2%2.4% 
IQ Hedge ETFQMNTactical: ManagedHedged: Mkt Neutral5.9%4.0%3.3%3.2%   1.3%1.8%1.4%1.4%  
RAFI Long-ShortRALSTactical: ManagedHedged: Long/Short3.9%3.4%3.8%4.2%   -9.2%-4.7%-3.6%-2.6%  
RiverFront GlobalGroRLTSXTactical: ManagedGlobal Macro22.5%18.0%16.0%14.9%15.2%  -3.5%0.1%1.9%4.5%6.0% 
MultiAsset ETFRLYTactical: ManagedHedged: Abs Return17.3%14.5%12.7%11.9%   -12.9%-1.3%-1.7%-1.3%  
S&P 500 Equal WeightRSPStrategic: ManagedEqual Weight26.5%20.9%18.0%16.6%17.2%18.9% -3.4%5.2%6.9%9.4%12.3%8.3%
Hundredfold SelectSFHYXTactical: ManagedBlended5.6%5.8%5.3%4.7%4.9%5.8% 14.8%7.6%7.0%6.1%6.8%6.5%
Sound Mind InvestingSMIFXTactical: ManagedMomentum20.8%17.7%15.3%14.6%15.3%  -3.7%3.1%3.6%6.1%8.3% 
Schwab Div EquitySWDSXTactical: ManagedIncome: Equity22.3%18.6%16.8%15.7%15.6%15.3% -12.7%-0.6%2.0%5.0%8.8%5.6%
Schwab Hedged EqSWHEXTactical: ManagedHedged: Long/Short14.1%11.4%10.4%9.9%10.0%10.0% -6.7%-1.4%1.7%4.0%5.4%3.7%
Schwab BalancedSWOBXTactical: ManagedRisk-Driven14.7%11.8%10.3%9.5%9.6%10.1% 7.1%7.8%6.9%8.3%9.2%6.3%
Thornburg Inv Income ATIBAXTactical: ManagedIncome: Global21.9%16.0%13.7%12.5%12.2%13.6% -8.9%1.0%1.9%3.8%6.1%6.1%
Thornburg Inv Income YTIBIXTactical: ManagedGlobal Macro21.9%15.9%13.7%12.6%12.3%13.6% -8.7%1.1%2.2%4.6%6.8%6.7%
T. Rowe Retire BalancedTRRIXTactical: ManagedIncome: Multi12.2%8.5%7.4%6.7%7.0%7.7% 4.3%5.1%5.0%5.3%6.2%5.3%
Vanguard LifeStrat GrowthVASGXTactical: ManagedRisk-Driven18.4%14.3%12.5%11.6%12.2%13.7% 3.6%6.4%6.6%8.0%9.4%6.5%
Vanguard LifeStrategyVASIXTactical: ManagedIncome: Multi6.1%4.5%4.0%3.8%3.7%4.6% 6.7%5.6%5.0%5.1%5.2%4.7%
Vanguard BalancedVBIAXTactical: ManagedRisk-Driven14.8%11.4%9.9%9.1%9.1%9.9% 8.3%8.6%8.0%9.0%10.1%7.5%
Vanguard EquityVEIPXTactical: ManagedIncome: Equity20.0%16.6%14.7%13.7%13.7%14.7% -5.5%4.3%7.1%8.4%11.9%7.9%
VALIC Global StratVGLSXTactical: ManagedGlobal Macro12.3%11.0%10.6%10.4%11.9%  -4.4%-0.6%0.8%3.4%6.1% 
Vanguard STAR InvVGSTXTactical: ManagedRisk-Driven16.3%12.4%10.9%9.9%10.2%11.1% 9.2%8.2%7.5%8.6%9.6%7.2%
ValueLine AssetAllocVLAAXTactical: ManagedRisk-Driven15.2%12.3%10.5%9.9%10.3%11.7% 8.2%11.8%9.8%10.2%11.8%8.2%
Vanguard Market NeutralVMNFXTactical: ManagedHedged: Mkt Neutral5.0%4.8%5.5%5.2%4.9%5.2% -3.9%-5.2%-2.3%-0.7%0.4%0.5%
Vanguard Managed PayoutVPGDXTactical: ManagedIncome: Multi14.1%10.5%9.1%8.5%9.6%  -2.1%2.7%3.7%5.2%7.1% 
Vanguard Target RetireVTINXTactical: ManagedIncome: Multi7.8%5.8%5.1%4.7%4.8%5.6% 5.7%5.4%4.9%5.2%5.8%5.1%
Vanguard Wellington InvVWELXTactical: ManagedRisk-Driven14.9%11.4%10.1%9.3%9.5%10.4% 4.7%7.3%7.3%8.6%10.0%7.9%
Vanguard Wellesley AdmVWIAXTactical: ManagedIncome: Multi9.9%7.2%6.4%5.8%5.7%6.5% 5.7%6.3%6.7%6.7%7.9%6.9%
Vanguard Wellesley InvVWINXTactical: ManagedRisk-Driven9.9%7.2%6.3%5.9%5.7%6.5% 5.7%6.2%6.6%6.8%8.0%6.9%
Vanguard LT Tax-Exempt VWLTXTactical: ManagedIncome: Tax Exempt7.0%4.7%4.5%4.3%4.5%4.9% 4.9%4.7%4.5%4.7%4.7%4.4%
Vanguard Hi Div Yld ETFVYMTactical: ManagedIncome: Equity20.2%16.9%15.0%13.9%13.8%  -6.7%3.6%6.5%8.2%11.8% 
WF Asset AllocationWFAIXTactical: ManagedRisk-Driven12.2%10.4%9.1%8.8%9.2%11.4% 9.4%8.7%8.0%10.0%11.7%7.7%
Strategic 50-50s.5050Strategic: DIYBalanced13.1%9.9%8.5%7.8%7.7%8.5% 8.3%8.1%7.5%8.0%8.9%6.9%
Strategic 60-40 Portfolios.6040Strategic: DIYBalanced15.3%11.7%10.1%9.2%9.2%10.0% 8.0%8.6%8.0%8.8%9.9%7.4%
Strategic 70-30 Portfolios.7030Strategic: DIYHigh Equity17.5%13.5%11.7%10.7%10.8%11.7% 7.7%9.0%8.6%9.5%10.9%7.8%
7Twelve Israelsons.712Strategic: DIYBalanced17.1%13.0%11.3%10.3%11.1%  -3.0%2.6%3.0%3.4%5.2% 
Strategic 80-20 Portfolios.8020Strategic: DIYHigh Equity19.8%15.4%13.4%12.3%12.4%13.3% 7.3%9.3%9.1%10.3%11.9%8.2%
ETF Aggressives.aggrStrategic: DIYHigh Equity19.7%15.4%13.9%12.9%   2.1%5.0%5.4%6.1%  
Lazy: Aronsons.aronStrategic: DIYHigh Equity17.0%13.0%11.6%10.6%11.0%12.7% 4.6%6.2%6.2%7.1%8.6%7.0%
Ben Stein inspireds.bensStrategic: DIYHigh Equity17.7%14.0%12.4%11.4%12.3%13.8% 0.5%4.8%5.3%6.3%7.9%6.2%
Harry Browne inspireds.browStrategic: DIYLow Equity8.1%6.3%6.4%6.3%6.5%7.2% 16.0%9.8%7.9%7.1%7.0%7.6%
Lazy: Ultimate Buy & Holds.buyhStrategic: DIYBalanced13.6%10.3%9.1%8.5%9.2%10.7% 0.1%3.4%4.0%4.9%6.3%5.5%
Lazy: Coffeehouses.coffStrategic: DIYBalanced15.1%11.4%9.9%9.1%9.4%11.0% 0.7%4.5%5.3%6.3%7.9%6.3%
Couch Potato: Scott Burnss.coucStrategic: DIYBalanced13.5%10.2%8.8%8.1%8.1%9.2% 7.9%7.8%7.1%7.5%8.7%6.7%
Ray Dalio inspireds.daliStrategic: DIYLow Equity9.5%6.8%6.2%5.8%6.0%  6.9%6.2%5.6%5.1%6.0% 
Ben Graham 50-50s.grahStrategic: DIYBalanced14.2%10.4%9.0%8.4%8.6%  -0.0%3.3%4.2%5.0%6.6% 
Safe Haven Portfolios.haveStrategic: DIYBalanced13.4%9.3%9.1%8.9%9.6%  4.0%4.6%5.7%5.3%6.6% 
Ivy Portfolios.ivypStrategic: DIYLow Equity15.6%12.1%10.6%9.8%10.9%  -2.3%3.6%3.6%3.7%6.0% 
Six Ways from Sundays.lazyStrategic: DIYBalanced19.5%14.5%12.5%11.4%12.1%  -5.4%1.8%2.8%3.5%6.0% 
Low Volatility Portfolios.lowvStrategic: DIYHigh Equity9.8%7.5%7.1%6.7%   -0.9%4.1%4.6%4.9%  
Lazy: Margaritavilles.margStrategic: DIYBalanced15.8%12.1%10.7%9.9%10.5%12.0% 3.9%5.6%5.5%6.3%7.6%6.0%
ETF Moderates.modeStrategic: DIYBalanced15.6%11.7%10.3%9.4%9.8%  4.3%6.0%6.0%6.7%7.9% 
Lazy: No Brainers.nobrStrategic: DIYHigh Equity18.8%14.4%12.6%11.6%12.4%13.6% 1.6%5.3%5.8%7.2%9.0%6.6%
No Equity Portfolios.noeqStrategic: DIYLow Equity12.7%9.6%10.0%10.5%10.6%12.4% 15.0%9.4%8.3%7.1%7.6%8.8%
Permanent Pluss.plusStrategic: DIYLow Equity12.1%9.1%9.1%8.8%9.1%9.8% 26.0%15.0%11.7%10.5%10.0%10.0%
Lazy: Second Graders.secoStrategic: DIYHigh Equity20.8%16.3%14.3%13.1%13.9%15.2% 3.6%6.9%7.2%8.6%10.2%7.2%
Lazy: Smart Moneys.smarStrategic: DIYBalanced15.8%11.7%10.2%9.3%9.6%11.0% -0.2%3.9%4.7%5.8%7.2%5.9%
Black Swan Hyperinflations.swanStrategic: DIYLow Equity20.9%15.1%14.2%13.1%14.0%  -5.5%0.7%0.1%-1.4%-0.3% 
David Swensen inspireds.swenStrategic: DIYBalanced15.1%11.6%10.6%9.9%10.2%  5.3%6.7%7.0%7.7%9.3% 
Talmud Broad Markets.talbStrategic: DIYLow Equity16.2%12.2%10.9%10.1%10.3%13.1% 3.3%6.3%6.9%7.6%9.4%7.2%
Talmud with Blue Chips.talcStrategic: DIYLow Equity13.9%10.8%9.9%9.2%9.5%12.0% 0.9%5.7%6.8%7.0%8.8%7.1%
Talmud Equities and Golds.talgStrategic: DIYLow Equity18.4%13.1%11.9%11.2%12.3%15.1% 8.3%8.7%8.5%8.2%9.4%9.2%
Talmud Dividend Equitiess.talmStrategic: DIYLow Equity17.4%12.5%11.7%11.2%12.0%  3.7%6.6%7.6%7.1%8.5% 
Talmud with Small Caps.talsStrategic: DIYLow Equity16.6%13.0%11.6%10.8%11.2%14.0% -2.2%2.9%4.3%5.5%7.6%6.0%
Worst Case Scenarios.worsStrategic: DIYLow Equity5.9%5.2%5.9%5.4%5.5%  9.8%5.7%1.3%-0.3%-0.9% 
Lazy: Yale Unconventionals.yaleStrategic: DIYHigh Equity15.4%11.7%10.6%9.9%10.2%12.7% 5.2%6.6%6.8%7.5%9.1%7.2%
Adaptive Allocation At.aaaaTactical: DIYAdaptive12.9%10.2%9.8%9.7%9.9%11.8% 10.0%4.3%7.5%7.6%7.8%10.6%
Adaptive Allocation Bt.aaabTactical: DIYAdaptive13.8%10.6%10.1%9.8%9.8%11.6% 8.4%3.8%7.1%7.6%8.0%10.8%
Adaptive Allocation Ct.aaacTactical: DIYAdaptive13.8%10.6%10.0%9.8%9.8%11.5% 7.8%3.5%6.9%7.5%7.9%10.7%
Adaptive Allocation Dt.aaadTactical: DIYAdaptive14.6%11.4%11.1%10.8%10.9%13.4% 11.7%6.0%3.5%5.9%9.0%11.6%
Adaptive Allocation Et.aaaeTactical: DIYAdaptive15.0%11.9%10.9%10.4%10.6%12.8% 12.2%6.8%7.8%7.5%8.6%11.4%
Adaptive Allocation Ft.aaafTactical: DIYAdaptive8.6%10.0%9.4%9.5%9.2%11.9% 19.3%10.8%11.8%13.0%14.5%14.8%
Active Combined Assett.acapTactical: DIYMomentum13.2%10.3%9.7%9.7%10.2%11.5% -1.6%2.9%5.0%6.5%7.6%8.7%
Minimum CdaRt.cdarTactical: DIYRisk-Driven9.9%8.6%8.5%9.0%8.5%10.8% 12.9%8.1%7.7%9.5%10.5%10.5%
Minimum Correlationt.cocoTactical: DIYCorrelation12.8%9.9%9.0%8.5%8.3%9.9% 14.1%8.9%7.0%7.0%8.9%9.3%
Minimum CvaRt.cvarTactical: DIYRisk-Driven7.9%8.0%7.9%7.7%8.1%9.4% 15.7%11.0%9.5%8.5%10.4%10.1%
Defensive Bondt.dbndTactical: DIYMomentum4.6%3.4%4.0%4.5%   11.3%5.7%4.8%5.1%  
Equal Weight With Clustert.distTactical: DIYCorrelation15.4%11.0%10.3%9.9%10.0%10.9% 6.5%7.9%7.8%7.8%7.8%9.1%
Dynamic Harry Brownet.dyhbTactical: DIYMomentum8.4%7.1%6.2%6.4%7.7%8.7% 13.0%6.6%3.5%3.1%5.0%7.7%
Equal Risk Contributiont.eqrcTactical: DIYRisk-Driven11.4%9.1%8.7%8.4%8.2%9.8% 9.9%8.3%8.1%8.6%9.2%9.4%
Equal Weight Portfoliot.eqwtTactical: DIYEqual Weight17.3%13.3%12.0%11.0%11.8%14.1% 8.7%8.5%8.3%8.8%9.8%8.6%
Faber Rel Strength: Top 1t.frs1Tactical: DIYMomentum10.9%11.6%11.4%11.7%12.8%15.6% 6.1%5.1%4.4%6.0%5.5%8.7%
Faber Rel Strength: Top 2t.frs2Tactical: DIYMomentum8.9%10.3%9.9%10.4%10.6%12.6% 2.2%2.2%2.5%5.6%6.1%7.7%
Faber Rel Strength: Top 3t.frs3Tactical: DIYMomentum5.8%7.5%7.2%7.9%8.5%10.2% 6.4%6.0%5.3%6.7%7.6%8.6%
Faber Rel Strength: Top 4t.frs4Tactical: DIYMomentum6.7%6.3%5.9%6.3%7.2%8.6% 1.6%3.3%3.0%4.1%5.0%6.5%
Minimum Drawdownt.lossTactical: DIYRisk-Driven9.4%8.2%8.4%8.1%8.3%9.9% 14.5%11.1%8.1%8.8%10.2%9.8%
Minimum Downside MADt.maddTactical: DIYRisk-Driven10.7%8.5%7.9%7.7%7.5%9.1% 9.1%8.7%8.6%8.8%10.3%9.8%
Minimum Mean Abs Deviationt.madmTactical: DIYRisk-Driven10.7%8.5%7.9%7.7%7.5%9.1% 9.1%8.7%8.6%8.9%10.3%9.8%
Minimum Correlation At.mca1Tactical: DIYRisk-Driven11.3%8.7%8.6%8.4%8.5%9.8% 13.6%9.0%8.1%7.9%8.5%9.0%
Minimum Correlation Bt.mca2Tactical: DIYRisk-Driven11.0%8.9%8.6%8.3%8.3%9.7% 9.9%8.0%7.9%8.1%8.5%8.9%
Maximum Diversificationt.mdivTactical: DIYDiversification11.3%8.8%8.4%8.1%8.0%9.5% 12.1%8.5%6.8%7.4%9.2%9.5%
Minimum Variance Bt.mva2Tactical: DIYRisk-Driven11.1%8.7%8.7%8.5%8.5%9.9% 15.1%9.3%8.2%8.4%9.0%9.5%
Minimum Variance Ct.mva3Tactical: DIYRisk-Driven11.4%8.9%8.5%8.4%8.6%9.9% 14.4%9.2%8.6%9.6%10.6%10.5%
Minimum Variance At.mvarTactical: DIYRisk-Driven11.7%8.9%8.2%7.9%7.7%9.1% 12.8%10.0%8.9%9.2%10.4%9.9%
Pure Momentumt.pureTactical: DIYMomentum20.1%17.5%14.6%14.8%15.9%20.3% 14.8%9.1%3.8%6.8%11.5%16.2%
Quarterly Asset Rotationt.qaroTactical: DIYMomentum15.9%9.7%10.0%9.3%9.1%9.9% 20.7%9.9%6.0%5.1%4.9%4.5%
Min Downside Deviationt.risdTactical: DIYRisk-Driven10.7%8.7%8.1%7.9%7.8%9.2% 13.8%10.8%9.4%9.0%10.2%9.7%
Risk Parity Portfolio At.rpbaTactical: DIYRisk-Driven16.1%12.0%10.9%10.2%10.8%12.4% 8.3%8.0%8.0%8.9%10.1%9.2%
Risk Parity With Clustert.rpclTactical: DIYRisk-Driven13.4%9.7%9.4%9.0%9.3%10.3% 6.1%7.1%7.3%7.0%7.5%9.0%
Risk Parity Portfolio Bt.rsopTactical: DIYRisk-Driven16.4%12.2%11.1%10.4%10.9%12.5% 7.9%8.0%8.0%8.8%9.9%9.0%
Maximum Sharpe Portfoliot.sharTactical: DIYRisk/Reward9.9%9.6%9.2%9.7%9.6%12.7% 14.4%7.9%5.7%8.4%9.1%10.2%
Maximum Sortino Portfoliot.sortTactical: DIYRisk/Reward10.4%9.8%9.3%9.9%9.9%12.9% 13.4%7.0%5.1%8.0%8.5%9.7%
Quartile Sector Rotationt.srqrTactical: DIYSector Rotation24.4%31.8%29.7%31.9%32.2%  -10.2%-0.1%2.8%10.8%17.7% 
Rel Strength Sector Rotatnt.srrsTactical: DIYSector Rotation11.1%12.3%10.9%10.8%10.5%  4.5%5.5%6.2%8.8%9.7% 
Top 3 Sector Rotationt.srt3Tactical: DIYSector Rotation10.4%13.7%13.5%14.0%14.1%  9.1%4.4%5.0%8.6%10.8% 
Top 5 Sector Rotationt.srt5Tactical: DIYSector Rotation22.5%18.6%15.8%15.9%17.2%  17.6%13.2%7.2%12.1%13.1% 
Target Return Post-Modernt.trddTactical: DIYTarget Return11.0%10.7%9.7%9.5%9.0%10.7% 12.2%6.5%6.1%8.0%9.5%10.6%
Target Return 12%t.tretTactical: DIYRisk-Driven11.2%10.9%9.8%9.4%8.8%10.5% 14.1%7.9%7.1%8.9%10.2%10.9%
Target Risk 10%t.trisTactical: DIYRisk-Driven13.3%10.2%9.5%10.1%10.5%11.7% 10.9%5.6%3.8%6.2%6.7%8.2%