| Historical Return | Total Return, annualized | ||||||||||||||
| Recipe Name | ID | Category | 2015 | 2016 | 2017 | 2018 | 2019 | 1 year | 3 year | 5 year | 7 year | 10 year | 15 year | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Group average | -1.8% | 6.6% | 12.1% | -5.2% | 15.8% | -0.7% | 3.1% | 3.6% | 4.6% | 6.5% | 5.9% | ||||
| AQR Divers N | ADANX | Hedged: Arbitrage | -5.0% | 7.3% | 5.6% | 2.0% | 8.3% | 5.1% | 4.6% | 4.1% | 2.1% | 2.3% | |||
| AlphaClone Alternative | ALFA | Hedged: Long/Short | -11.5% | -6.1% | 21.6% | -0.3% | 39.1% | 8.5% | 13.2% | 5.0% | 9.2% | ||||
| S&P Aggressive | AOA | Risk-Driven | -1.2% | 7.8% | 20.0% | -7.9% | 22.6% | 2.1% | 5.4% | 6.0% | 7.7% | 9.8% | |||
| S&P Conservative | AOK | Risk-Driven | -1.1% | 5.0% | 9.7% | -3.1% | 13.9% | 5.6% | 5.2% | 5.0% | 5.0% | 5.4% | |||
| S&P Moderate | AOM | Risk-Driven | -1.5% | 5.7% | 11.6% | -3.9% | 15.6% | 4.9% | 5.3% | 5.1% | 5.7% | 6.3% | |||
| S&P Growth | AOR | Risk-Driven | -1.3% | 6.7% | 15.8% | -5.8% | 18.9% | 3.5% | 5.4% | 5.6% | 6.8% | 8.0% | |||
| Arbitrage I | ARBNX | Hedged: Arbitrage | 0.9% | 3.6% | 2.9% | 2.3% | 3.8% | 3.3% | 2.5% | 2.8% | 2.5% | 2.5% | 3.3% | ||
| Am Century Target Date | ARTOX | Income: Multi | -1.7% | 5.9% | 10.2% | -4.2% | 15.9% | 4.1% | 5.0% | 4.8% | 5.4% | 6.7% | 5.3% | ||
| AQR Multi-Strat Alt | ASAIX | Blended | 9.3% | -0.2% | 3.1% | -13.7% | -10.0% | -31.5% | -16.9% | -9.0% | -5.3% | ||||
| Absolute Strategies I | ASFIX | Hedged: Abs Return | -1.4% | 2.6% | -8.4% | 1.3% | -3.4% | 0.6% | -1.5% | -1.3% | -1.3% | -0.1% | |||
| Dreyfus Alpha I | AVGRX | Blended | 0.0% | 0.1% | 7.7% | -7.2% | 15.1% | 0.3% | 2.0% | 1.2% | 3.8% | 5.8% | |||
| BlackRock Strat Inc Opp | BASIX | Income: Multi | -0.6% | 3.3% | 4.6% | -0.8% | 7.5% | 2.4% | 2.9% | 2.6% | 2.8% | 3.5% | |||
| Ibbotson Balanced | BETFX | Risk-Driven | -2.2% | 8.5% | 13.3% | -6.2% | 16.3% | 0.7% | 3.5% | 4.3% | 5.4% | 6.5% | |||
| PwrSh Sr Loan Portfolio | BKLN | Income: Float Rate | -3.1% | 9.2% | 2.1% | -1.3% | 10.0% | -1.8% | 1.6% | 2.1% | 2.1% | ||||
| BlackRock EmMkt A | BLSAX | Hedged: Long/Short | -6.6% | 1.4% | 14.3% | -14.5% | 17.1% | -4.8% | 0.8% | -0.5% | -1.0% | ||||
| UBS Dyn Alpha A | BNAAX | Blended | -6.7% | -1.9% | 4.1% | -6.2% | 7.7% | -1.7% | -1.1% | -1.7% | -0.1% | 1.8% | 1.5% | ||
| UBS Global Alloc | BPGLX | Global Macro | -2.3% | 1.6% | 17.1% | -7.6% | 19.0% | 1.0% | 3.9% | 3.7% | 5.3% | 6.3% | 4.3% | ||
| Robeco Long/Short I | BPLSX | Hedged: Long/Short | -1.1% | 22.5% | 2.8% | -15.5% | 9.1% | -8.9% | -5.0% | 0.6% | 0.9% | 5.6% | 7.4% | ||
| Berkshire Hathaway Inc | BRK.A | Global Macro | -12.5% | 23.4% | 21.9% | 2.8% | 11.0% | -16.0% | 1.6% | 5.5% | 6.9% | 8.4% | 8.1% | ||
| Calamos Convertible A | CCVIX | Income: Multi | -3.8% | 4.4% | 14.3% | 0.5% | 19.2% | 21.3% | 12.8% | 9.1% | 9.0% | 8.5% | 7.1% | ||
| Invesco Convertible Y | CNSDX | Income: Multi | -2.8% | 6.1% | 10.7% | -1.5% | 21.7% | 14.9% | 11.3% | 7.9% | 8.3% | 9.5% | 8.0% | ||
| Columbia Thermostat Z | COTZX | Risk-Driven | 0.3% | 4.7% | 5.5% | 0.1% | 15.1% | 21.0% | 10.7% | 7.8% | 7.4% | 9.4% | 7.0% | ||
| IQ CPI Hedge ETF | CPI | Hedged: Abs Return | -2.4% | 1.4% | 3.0% | -1.7% | 7.1% | -0.4% | 1.3% | 1.3% | 1.4% | 1.3% | |||
| ProShares Lg Cap | CSM | Hedged: 130-30 | -0.5% | 13.3% | 22.5% | -7.9% | 29.3% | 2.4% | 7.3% | 9.0% | 11.0% | 13.1% | |||
| Calamos Global Growth | CVLOX | Income: Global | 0.7% | 0.7% | 20.1% | -9.8% | 18.3% | 8.0% | 6.6% | 5.5% | 6.2% | 6.5% | 6.2% | ||
| Calamos Market Neu Inc | CVSIX | Hedged: Mkt Neutral | 1.0% | 4.7% | 4.6% | 1.5% | 6.4% | 3.1% | 3.6% | 3.5% | 3.6% | 4.3% | 3.6% | ||
| Gugg Multi-Asset | CVY | Income: Multi | -14.3% | 16.3% | 15.9% | -10.8% | 26.0% | -22.7% | -4.1% | -0.6% | -0.3% | 4.5% | |||
| Barclays Conv Bond | CWB | Income: Multi | -0.8% | 10.6% | 14.0% | -2.0% | 22.4% | 18.1% | 11.0% | 10.0% | 10.4% | 10.4% | |||
| WisdmTr EM HiYld | DEM | Income: Equity | -21.5% | 22.5% | 26.2% | -7.7% | 19.9% | -15.0% | 0.3% | 0.7% | 0.0% | 1.8% | |||
| WisdmTr EM SmCap | DGS | Income: Equity | -16.3% | 15.4% | 37.5% | -16.5% | 18.9% | -13.6% | -1.5% | 1.5% | 1.0% | 3.1% | |||
| Diamond Hill Long-Short I | DHLSX | Hedged: Long/Short | -1.4% | 10.5% | 6.0% | -7.0% | 23.1% | -8.1% | 0.6% | 2.6% | 4.4% | 6.6% | 5.2% | ||
| WisdomTree ex-US | DLN | Income: Equity | -1.6% | 15.5% | 18.2% | -5.8% | 28.9% | -1.3% | 6.3% | 8.0% | 9.3% | 12.3% | |||
| WisdmTr Intl SmCap | DLS | Income: Equity | 7.5% | 6.8% | 31.8% | -18.9% | 22.2% | -11.6% | -4.0% | 1.6% | 4.1% | 6.7% | |||
| Dodge & Cox Balanced | DODBX | Risk-Driven | -2.9% | 16.6% | 12.6% | -5.0% | 16.9% | -1.4% | 2.7% | 5.0% | 7.0% | 9.5% | 6.2% | ||
| DFA Select Hedged | DSHGX | Global Macro | -3.0% | 12.8% | 22.7% | -11.7% | 25.0% | -2.6% | 3.3% | 4.9% | 7.4% | ||||
| WisdmTr Top 100 | DTN | Income: Equity | -5.5% | 18.2% | 13.8% | -9.5% | 24.4% | -10.7% | -0.1% | 3.7% | 5.9% | 10.3% | |||
| MFS Target Return A | DVRAX | Hedged: Abs Return | -1.9% | -3.7% | 6.2% | -0.7% | 12.8% | 2.5% | 3.4% | 1.7% | 2.6% | 3.8% | |||
| iShares Select Dividend | DVY | Income: Equity | -2.1% | 21.6% | 14.8% | -6.3% | 22.6% | -15.5% | -0.8% | 5.0% | 6.9% | 10.4% | 5.5% | ||
| SPDR S&P Int'l | DWX | Income: Equity | -16.4% | 14.0% | 18.9% | -11.1% | 20.2% | -11.9% | -1.1% | 0.2% | 0.9% | 2.2% | |||
| EatonVance GlobalMacro | EIGMX | Hedged: Abs Return | 2.6% | 4.0% | 4.3% | -3.3% | 9.8% | 4.9% | 2.5% | 2.9% | 2.7% | 2.4% | 4.1% | ||
| Fidelity Balanced | FBALX | Risk-Driven | 0.4% | 7.0% | 16.5% | -4.0% | 24.4% | 10.6% | 9.3% | 8.3% | 9.7% | 10.5% | 7.8% | ||
| Fidelity Convertibles | FCVSX | Income: Multi | -9.4% | 6.0% | 9.7% | -1.5% | 28.5% | 15.4% | 11.9% | 7.7% | 8.2% | 9.8% | 7.8% | ||
| Fidelity Equity | FEQTX | Income: Equity | -2.5% | 15.9% | 14.1% | -9.7% | 27.3% | -5.4% | 2.4% | 4.9% | 6.9% | 9.6% | 5.3% | ||
| Fidelity Muni | FHIGX | Income: Tax Exempt | 3.2% | -0.1% | 6.6% | 0.6% | 8.4% | 2.7% | 4.1% | 3.8% | 4.2% | 4.3% | 4.2% | ||
| Nuveen Amer Muni | FLAAX | Income: Tax Exempt | 3.7% | 0.2% | 8.0% | 0.4% | 8.7% | 3.1% | 4.3% | 4.2% | 4.8% | 5.2% | 4.7% | ||
| FPA Crescent | FPACX | Risk-Driven | 0.3% | 10.3% | 10.4% | -7.4% | 20.0% | -4.2% | 2.1% | 4.0% | 5.6% | 7.7% | 6.8% | ||
| Fidelity Puritan | FPURX | Risk-Driven | 1.8% | 5.0% | 18.7% | -4.2% | 21.1% | 11.1% | 9.6% | 8.3% | 9.8% | 10.6% | 7.8% | ||
| Fidelity Strategic | FSDIX | Income: Equity | -1.1% | 12.7% | 12.2% | -4.5% | 22.5% | 0.9% | 5.4% | 6.8% | 7.6% | 10.2% | 6.7% | ||
| FundX Upgrader | FUNDX | Momentum | 0.7% | 5.1% | 15.4% | -3.7% | 26.9% | 6.3% | 10.3% | 7.5% | 9.6% | 10.7% | 7.0% | ||
| First Trust Focus 5 | FV | Sector Rotation | 6.8% | -0.5% | 20.0% | -8.3% | 25.7% | 6.4% | 9.5% | 6.2% | |||||
| Gabelli ABC AAA | GABCX | Hedged: Mkt Neutral | 2.3% | 3.1% | 2.2% | 0.2% | 4.8% | 0.2% | 1.3% | 1.8% | 2.0% | 2.8% | 3.5% | ||
| Natixis ASG Global | GAFYX | Hedged: Abs Return | -2.4% | -4.2% | 10.9% | -6.0% | 10.5% | -4.2% | 1.2% | -0.8% | 1.5% | 2.9% | |||
| Goldman Sachs Instl | GARTX | Hedged: Abs Return | -2.5% | 4.5% | 6.9% | -2.8% | 10.4% | -3.1% | 1.6% | 1.8% | 2.7% | 2.4% | |||
| Aberdeen Opti Alloc | GASIX | Blended | -3.1% | 0.7% | 5.1% | -3.2% | 6.1% | -2.4% | 0.6% | 0.3% | 1.8% | 4.2% | 3.6% | ||
| GMO Benchm-Free | GBMFX | Global Macro | -4.3% | 1.8% | 13.0% | -5.4% | 11.6% | -5.7% | 0.2% | 0.8% | 2.1% | 4.2% | 5.3% | ||
| Goldman Dynamic | GDIFX | Global Macro | -6.8% | 6.4% | 14.6% | -5.7% | 1.1% | -4.3% | -0.2% | 0.7% | 1.7% | 2.8% | |||
| Leuthold Global | GLBIX | Global Macro | -1.6% | 1.7% | 16.7% | -12.8% | 9.4% | -1.4% | -0.3% | 1.1% | 3.1% | 5.0% | |||
| GMO Global Alloc | GMWAX | Global Macro | -4.3% | 5.6% | 15.7% | -7.3% | 13.6% | -4.3% | 1.4% | 2.5% | 3.7% | 5.5% | 5.0% | ||
| Goldman Sachs Strat Inc | GSZAX | Income: Multi | -2.6% | 2.1% | -0.5% | -2.4% | 5.7% | 2.1% | 0.9% | 0.9% | 0.7% | 2.0% | |||
| Hedge Replication | HDG | Blended | -0.5% | 2.0% | 5.6% | -4.5% | 9.6% | 1.2% | 1.7% | 1.6% | 2.1% | ||||
| iShares Hi Div Equity | HDV | Income: Equity | -0.3% | 15.9% | 13.4% | -3.0% | 20.2% | -10.5% | 2.9% | 5.7% | 6.7% | ||||
| Hancock Horizon Inst | HHQTX | Hedged: Long/Short | 0.3% | 3.5% | 7.7% | -5.6% | 11.5% | -6.8% | -0.6% | 0.5% | 3.4% | 7.0% | |||
| ETF: SPDR Inc Alloc | INKM | Income: Multi | -5.1% | 6.5% | 13.9% | -5.3% | 17.1% | -4.5% | 2.1% | 3.4% | 3.6% | ||||
| Ivy Asset Strategy | IVAEX | Global Macro | -8.2% | -5.2% | 18.8% | -19.3% | 22.1% | 0.3% | 0.9% | -0.7% | 1.6% | 4.3% | 6.5% | ||
| IVA Worldwide | IVWIX | Global Macro | -2.2% | 6.5% | 13.8% | -7.3% | 12.7% | -9.0% | -1.0% | 1.5% | 3.4% | 5.2% | |||
| iSh MultiAsset Income | IYLD | Income: Multi | -5.5% | 9.7% | 10.9% | -4.8% | 15.8% | -6.6% | 0.5% | 2.9% | 3.5% | ||||
| Janus Balanced | JANBX | Risk-Driven | 0.6% | 4.5% | 18.5% | 0.6% | 22.5% | 8.5% | 10.4% | 8.8% | 9.3% | 10.0% | 8.5% | ||
| Jhancock Global Abs Ret I | JHAIX | Hedged: Abs Return | 1.7% | -2.5% | 3.7% | -5.1% | 9.4% | 1.9% | 1.5% | 0.6% | 1.8% | ||||
| JPMorgan Mkt Neutral A | JMNAX | Hedged: Mkt Neutral | -4.1% | -2.4% | 5.4% | 1.9% | 1.0% | 8.0% | 4.3% | 2.3% | 2.0% | 1.1% | 2.0% | ||
| KCM MacroTrends | KCMTX | Hedged: Long/Short | -4.2% | 7.0% | 22.5% | -4.5% | 8.6% | -8.4% | 4.0% | 3.0% | 5.9% | 6.0% | |||
| Inst: Forward Select | KIFYX | Income: Multi | -0.7% | 14.1% | 1.8% | -8.5% | 18.6% | -13.8% | -3.8% | 0.4% | 2.6% | 6.0% | 3.8% | ||
| Columbia Div Income | LBSAX | Income: Equity | 0.4% | 13.1% | 20.5% | -4.6% | 27.8% | 0.2% | 7.4% | 9.1% | 9.7% | 12.0% | 8.4% | ||
| Invesco Divers Dividend | LCEIX | Income: Equity | 1.8% | 14.3% | 8.2% | -7.7% | 25.2% | -7.7% | 1.0% | 4.0% | 6.5% | 9.6% | 6.8% | ||
| Leuthold Core | LCORX | Global Macro | -1.0% | 4.5% | 15.8% | -6.2% | 11.6% | 2.9% | 3.5% | 4.0% | 6.2% | 6.5% | 5.9% | ||
| Lord Abbett Float Rate | LFRAX | Income: Float Rate | 0.4% | 9.9% | 3.8% | -0.2% | 7.4% | -7.5% | -0.2% | 1.6% | 2.1% | 3.5% | |||
| Loomis Global Eq A | LGMAX | Income: Global | 1.5% | 4.4% | 21.8% | -5.2% | 26.5% | 6.4% | 9.0% | 8.2% | 8.7% | 10.1% | 8.5% | ||
| Loomis Global Eq Y | LSWWX | Global Macro | 1.7% | 4.7% | 22.1% | -5.0% | 26.8% | 6.6% | 9.2% | 8.4% | 9.2% | 10.5% | 8.9% | ||
| BlackRock Global I | MALOX | Global Macro | -0.8% | 4.1% | 13.6% | -7.4% | 17.5% | 6.9% | 4.9% | 4.5% | 5.4% | 6.4% | 6.5% | ||
| IQ Hedge Macro ETF | MCRO | Blended | -3.8% | 1.1% | 7.9% | -4.9% | 8.2% | 2.5% | 1.8% | 1.7% | 1.1% | 1.0% | |||
| BlackRock Eq Dividend | MDDVX | Income: Equity | -0.4% | 16.0% | 16.4% | -7.4% | 27.2% | -4.9% | 3.6% | 6.7% | 7.7% | 10.3% | 7.5% | ||
| FirstTrust Multi-Asset | MDIV | Income: Multi | -9.3% | 11.2% | 5.6% | -5.8% | 18.6% | -21.2% | -5.0% | -1.4% | -0.4% | ||||
| BlackRock Nat'l Muni | MDNLX | Income: Tax Exempt | 3.3% | 0.1% | 5.2% | 0.4% | 7.2% | 2.5% | 3.3% | 3.2% | 3.7% | 4.2% | 4.1% | ||
| MainStay Marketfield A | MFADX | Hedged: Long/Short | -8.5% | -3.6% | 20.8% | -13.4% | 11.9% | 4.0% | 3.1% | 1.0% | -0.3% | 3.3% | |||
| MFS Global Tot Ret | MFWIX | Global Macro | -1.3% | 5.6% | 15.5% | -7.0% | 18.5% | 1.2% | 3.7% | 4.7% | 5.7% | 7.3% | 6.3% | ||
| Aberdeen Long-Short A | MLSAX | Hedged: Long/Short | -0.7% | 2.2% | 12.8% | -3.8% | 34.6% | 12.4% | 11.7% | 8.0% | 6.5% | 5.9% | 5.0% | ||
| IQ Merger Arbitrage | MNA | Hedged: Arbitrage | 1.5% | 4.6% | 6.0% | 2.1% | 4.7% | -0.1% | 0.8% | 2.1% | 3.0% | 2.6% | |||
| MainStay Int'l Opp | MYITX | Hedged: 130-30 | 1.4% | -0.8% | 22.9% | -23.5% | 16.9% | -9.8% | -5.5% | -2.4% | 1.3% | 5.0% | |||
| Grimaldi Sector | NAVFX | Sector Rotation | 2.5% | 3.9% | 20.4% | -5.3% | 22.2% | 1.2% | 6.9% | 6.0% | 8.0% | ||||
| Neuberger Berman Eq Inc | NBHAX | Income: Global | -3.5% | 14.9% | 12.8% | -5.8% | 21.0% | -7.6% | 2.3% | 4.6% | 5.5% | 7.6% | |||
| Nuveen Preferred I | NPSRX | Income: Multi | 4.6% | 5.3% | 11.2% | -5.7% | 17.6% | 0.1% | 2.4% | 4.5% | 5.2% | 7.5% | |||
| Putnam Abs Ret 100 Y | PARYX | Hedged: Abs Return | -0.3% | 2.4% | 3.5% | 2.2% | 4.9% | 2.9% | 3.3% | 2.7% | 2.3% | 1.9% | |||
| PIMCO All-Asset | PAUIX | Global Macro | -11.7% | 13.7% | 12.0% | -6.1% | 7.6% | -7.2% | -1.0% | 0.8% | 0.7% | 2.2% | 3.6% | ||
| Putnam 700 Y | PDMYX | Hedged: Abs Return | -1.5% | 3.0% | 10.1% | -9.0% | 5.7% | -8.3% | -1.8% | -0.2% | 1.6% | 2.5% | |||
| DWA Tech Leaders | PDP | Blended | 1.1% | 2.3% | 23.3% | -6.0% | 33.1% | 12.1% | 13.2% | 9.8% | 12.0% | 14.3% | |||
| iShr Preferred ETF | PFF | Income: Multi | 4.3% | 1.3% | 8.1% | -4.6% | 15.9% | -0.7% | 1.5% | 3.2% | 4.2% | 5.5% | |||
| PIMCO Global Multi | PGAIX | Global Macro | |||||||||||||
| PowerSh Preferred ETF | PGX | Income: Multi | 7.9% | 0.9% | 10.5% | -4.0% | 17.6% | 1.4% | 3.2% | 5.1% | 5.7% | 6.6% | |||
| PowerShares Intl Div | PID | Income: Equity | -19.3% | 10.4% | 19.0% | -11.4% | 25.8% | -22.0% | -3.6% | -2.7% | -0.4% | 3.2% | |||
| Principal GlobMultiStrat | PMSAX | Blended | -0.9% | 2.9% | 6.2% | -4.6% | 7.6% | -0.8% | 0.9% | 1.3% | 2.1% | ||||
| Pimco Income P | PONPX | Income: Multi | 2.5% | 8.6% | 8.5% | 0.4% | 7.9% | 0.6% | 3.2% | 4.6% | 5.2% | 7.4% | |||
| Principal Preferred | PPSIX | Income: Multi | 5.0% | 3.7% | 10.5% | -4.5% | 16.4% | 2.1% | 3.2% | 4.8% | 5.4% | 7.0% | 5.8% | ||
| T. Rowe Equity Income | PRFDX | Income: Equity | -6.7% | 19.3% | 16.2% | -9.3% | 26.6% | -11.2% | 0.9% | 4.2% | 5.7% | 9.1% | 5.8% | ||
| T. Rowe Summit Muni | PRINX | Income: Tax Exempt | 3.5% | 0.4% | 5.9% | 0.4% | 7.8% | 2.3% | 3.5% | 3.6% | 4.1% | 4.4% | 4.3% | ||
| T. Rowe Global Bond | PRSNX | Income: Multi | -0.1% | 6.9% | 6.5% | 0.4% | 10.4% | 3.6% | 4.4% | 4.6% | 4.3% | 4.7% | |||
| iSh Global Energy | PWC | Blended | 0.1% | 11.9% | 20.2% | -6.4% | 13.5% | -8.5% | 2.7% | 4.6% | 8.1% | 11.2% | 6.3% | ||
| Putnam Abs Ret 300 Y | PYTRX | Hedged: Abs Return | -1.7% | 2.2% | 5.5% | 0.9% | 9.4% | 0.5% | 2.7% | 2.6% | 2.4% | 2.3% | |||
| IQ Hedge Multi-Strat | QAI | Blended | -2.7% | 0.7% | 6.2% | -3.3% | 8.7% | 1.6% | 2.3% | 1.4% | 2.2% | 2.4% | |||
| IQ Hedge ETF | QMN | Hedged: Mkt Neutral | -1.6% | 2.2% | 2.5% | -2.3% | 7.8% | 1.3% | 1.8% | 1.4% | 1.4% | ||||
| RAFI Long-Short | RALS | Hedged: Long/Short | -6.2% | 4.6% | -4.6% | -2.9% | -1.9% | -9.2% | -4.7% | -3.6% | -2.6% | ||||
| RiverFront GlobalGro | RLTSX | Global Macro | -0.8% | 4.4% | 21.2% | -16.3% | 21.3% | -3.5% | 0.1% | 1.9% | 4.5% | 6.0% | |||
| MultiAsset ETF | RLY | Hedged: Abs Return | -15.1% | 12.0% | 9.5% | -11.7% | 15.6% | -12.9% | -1.3% | -1.7% | -1.3% | ||||
| Hundredfold Select | SFHYX | Blended | -0.6% | 9.0% | 9.0% | -3.0% | 9.3% | 14.8% | 7.6% | 7.0% | 6.1% | 6.8% | 6.5% | ||
| Sound Mind Investing | SMIFX | Momentum | -2.8% | 7.6% | 17.5% | -8.7% | 19.3% | -3.7% | 3.1% | 3.6% | 6.1% | 8.3% | |||
| Schwab Div Equity | SWDSX | Income: Equity | -3.5% | 10.9% | 15.7% | -12.0% | 24.3% | -12.7% | -0.6% | 2.0% | 5.0% | 8.8% | 5.6% | ||
| Schwab Hedged Eq | SWHEX | Hedged: Long/Short | -0.4% | 13.6% | 7.8% | -7.1% | 8.9% | -6.7% | -1.4% | 1.7% | 4.0% | 5.4% | 3.7% | ||
| Schwab Balanced | SWOBX | Risk-Driven | 0.9% | 5.3% | 15.5% | -4.3% | 20.2% | 7.1% | 7.8% | 6.9% | 8.3% | 9.2% | 6.3% | ||
| Thornburg Inv Income A | TIBAX | Income: Global | -5.4% | 9.5% | 14.8% | -4.5% | 17.8% | -8.9% | 1.0% | 1.9% | 3.8% | 6.1% | 6.1% | ||
| Thornburg Inv Income Y | TIBIX | Global Macro | -5.1% | 9.9% | 15.2% | -4.2% | 17.7% | -8.7% | 1.1% | 2.2% | 4.6% | 6.8% | 6.7% | ||
| T. Rowe Retire Balanced | TRRIX | Income: Multi | -0.7% | 6.5% | 10.4% | -3.3% | 15.3% | 4.3% | 5.1% | 5.0% | 5.3% | 6.2% | 5.3% | ||
| Vanguard LifeStrat Growth | VASGX | Risk-Driven | -1.2% | 8.3% | 19.2% | -6.9% | 23.1% | 3.6% | 6.4% | 6.6% | 8.0% | 9.4% | 6.5% | ||
| Vanguard LifeStrategy | VASIX | Income: Multi | 0.2% | 4.6% | 7.0% | -1.1% | 12.0% | 6.7% | 5.6% | 5.0% | 5.1% | 5.2% | 4.7% | ||
| Vanguard Balanced | VBIAX | Risk-Driven | 0.5% | 8.8% | 13.9% | -2.9% | 21.8% | 8.3% | 8.6% | 8.0% | 9.0% | 10.1% | 7.5% | ||
| Vanguard Equity | VEIPX | Income: Equity | 0.8% | 14.7% | 18.4% | -5.7% | 25.2% | -5.5% | 4.3% | 7.1% | 8.4% | 11.9% | 7.9% | ||
| VALIC Global Strat | VGLSX | Global Macro | -4.8% | 5.3% | 13.6% | -8.3% | 9.9% | -4.4% | -0.6% | 0.8% | 3.4% | 6.1% | |||
| Vanguard STAR Inv | VGSTX | Risk-Driven | 0.4% | 6.6% | 18.3% | -5.3% | 22.2% | 9.2% | 8.2% | 7.5% | 8.6% | 9.6% | 7.2% | ||
| ValueLine AssetAlloc | VLAAX | Risk-Driven | 1.1% | 5.8% | 14.9% | 2.0% | 25.4% | 8.2% | 11.8% | 9.8% | 10.2% | 11.8% | 8.2% | ||
| Vanguard Market Neutral | VMNFX | Hedged: Mkt Neutral | 5.5% | 2.5% | -4.9% | -0.2% | -9.6% | -3.9% | -5.2% | -2.3% | -0.7% | 0.4% | 0.5% | ||
| Vanguard Managed Payout | VPGDX | Income: Multi | -0.7% | 7.5% | 13.3% | -5.7% | 15.6% | -2.1% | 2.7% | 3.7% | 5.2% | 7.1% | |||
| Vanguard Target Retire | VTINX | Income: Multi | -0.2% | 5.3% | 8.5% | -2.0% | 13.2% | 5.7% | 5.4% | 4.9% | 5.2% | 5.8% | 5.1% | ||
| Vanguard Wellington Inv | VWELX | Risk-Driven | 1.5% | 11.0% | 14.7% | -3.4% | 22.5% | 4.7% | 7.3% | 7.3% | 8.6% | 10.0% | 7.9% | ||
| Vanguard Wellesley Adm | VWIAX | Income: Multi | 1.3% | 8.1% | 10.2% | -2.5% | 16.5% | 5.7% | 6.3% | 6.7% | 6.7% | 7.9% | 6.9% | ||
| Vanguard Wellesley Inv | VWINX | Risk-Driven | 1.2% | 8.1% | 10.2% | -2.6% | 16.3% | 5.7% | 6.2% | 6.6% | 6.8% | 8.0% | 6.9% | ||
| Vanguard LT Tax-Exempt | VWLTX | Income: Tax Exempt | 3.9% | 0.6% | 6.4% | 0.9% | 8.5% | 4.9% | 4.7% | 4.5% | 4.7% | 4.7% | 4.4% | ||
| Vanguard Hi Div Yld ETF | VYM | Income: Equity | 0.3% | 17.0% | 16.4% | -5.9% | 24.1% | -6.7% | 3.6% | 6.5% | 8.2% | 11.8% | |||
| WF Asset Allocation | WFAIX | Risk-Driven | 1.3% | 7.8% | 12.4% | -2.6% | 20.2% | 9.4% | 8.7% | 8.0% | 10.0% | 11.7% | 7.7% | ||