| M-squared | Total Return, annualized | ||||||||||||||
| Recipe Name | ID | Category | 1 year | 3 year | 5 year | 7 year | 10 year | 15 year | 1 year | 3 year | 5 year | 7 year | 10 year | 15 year | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Group average | -7.4% | -6.4% | -5.4% | -5.0% | -4.1% | -0.2% | -0.7% | 3.1% | 3.6% | 4.6% | 6.5% | 5.9% | |||
| AQR Divers N | ADANX | Hedged: Arbitrage | 1.9% | -1.0% | -1.5% | -7.6% | -7.7% | 5.1% | 4.6% | 4.1% | 2.1% | 2.3% | |||
| AlphaClone Alternative | ALFA | Hedged: Long/Short | -0.6% | 0.2% | -6.4% | -4.6% | 8.5% | 13.2% | 5.0% | 9.2% | |||||
| S&P Aggressive | AOA | Risk-Driven | -5.0% | -4.2% | -3.5% | -2.7% | -2.8% | 2.1% | 5.4% | 6.0% | 7.7% | 9.8% | |||
| S&P Conservative | AOK | Risk-Driven | 5.2% | 1.2% | 1.0% | 0.2% | 0.5% | 5.6% | 5.2% | 5.0% | 5.0% | 5.4% | |||
| S&P Moderate | AOM | Risk-Driven | 2.6% | -0.2% | -0.1% | -0.2% | -0.3% | 4.9% | 5.3% | 5.1% | 5.7% | 6.3% | |||
| S&P Growth | AOR | Risk-Driven | -2.5% | -2.7% | -2.2% | -1.6% | -1.6% | 3.5% | 5.4% | 5.6% | 6.8% | 8.0% | |||
| Arbitrage I | ARBNX | Hedged: Arbitrage | 3.4% | -4.3% | -0.3% | -2.0% | -3.0% | 1.6% | 3.3% | 2.5% | 2.8% | 2.5% | 2.5% | 3.3% | |
| Am Century Target Date | ARTOX | Income: Multi | -0.5% | -2.2% | -2.1% | -2.0% | -1.2% | 0.7% | 4.1% | 5.0% | 4.8% | 5.4% | 6.7% | 5.3% | |
| AQR Multi-Strat Alt | ASAIX | Blended | -52.3% | -38.8% | -26.0% | -20.9% | -31.5% | -16.9% | -9.0% | -5.3% | |||||
| Absolute Strategies I | ASFIX | Hedged: Abs Return | -8.5% | -18.7% | -16.3% | -17.3% | -15.5% | 0.6% | -1.5% | -1.3% | -1.3% | -0.1% | |||
| Dreyfus Alpha I | AVGRX | Blended | -8.0% | -8.1% | -9.3% | -5.8% | -5.1% | 0.3% | 2.0% | 1.2% | 3.8% | 5.8% | |||
| BlackRock Strat Inc Opp | BASIX | Income: Multi | -2.9% | -4.4% | -3.8% | -3.0% | -1.7% | 2.4% | 2.9% | 2.6% | 2.8% | 3.5% | |||
| Ibbotson Balanced | BETFX | Risk-Driven | -6.8% | -5.9% | -4.4% | -3.9% | -4.1% | 0.7% | 3.5% | 4.3% | 5.4% | 6.5% | |||
| PwrSh Sr Loan Portfolio | BKLN | Income: Float Rate | -13.8% | -9.1% | -6.7% | -7.4% | -1.8% | 1.6% | 2.1% | 2.1% | |||||
| BlackRock EmMkt A | BLSAX | Hedged: Long/Short | -11.4% | -9.6% | -11.0% | -13.0% | -4.8% | 0.8% | -0.5% | -1.0% | |||||
| UBS Dyn Alpha A | BNAAX | Blended | -12.1% | -15.5% | -15.8% | -13.2% | -10.4% | -6.9% | -1.7% | -1.1% | -1.7% | -0.1% | 1.8% | 1.5% | |
| UBS Global Alloc | BPGLX | Global Macro | -6.4% | -5.5% | -5.7% | -4.7% | -5.8% | -3.9% | 1.0% | 3.9% | 3.7% | 5.3% | 6.3% | 4.3% | |
| Robeco Long/Short I | BPLSX | Hedged: Long/Short | -19.4% | -17.6% | -10.2% | -11.1% | -7.0% | -0.9% | -8.9% | -5.0% | 0.6% | 0.9% | 5.6% | 7.4% | |
| Berkshire Hathaway Inc | BRK.A | Global Macro | -28.2% | -8.9% | -5.3% | -5.6% | -5.8% | -1.3% | -16.0% | 1.6% | 5.5% | 6.9% | 8.4% | 8.1% | |
| Calamos Convertible A | CCVIX | Income: Multi | 14.4% | 4.5% | 0.1% | -1.3% | -3.3% | 0.1% | 21.3% | 12.8% | 9.1% | 9.0% | 8.5% | 7.1% | |
| Invesco Convertible Y | CNSDX | Income: Multi | 9.8% | 3.4% | -0.7% | -1.4% | -1.5% | 1.2% | 14.9% | 11.3% | 7.9% | 8.3% | 9.5% | 8.0% | |
| Columbia Thermostat Z | COTZX | Risk-Driven | 47.4% | 17.1% | 9.3% | 7.8% | 4.5% | 0.9% | 21.0% | 10.7% | 7.8% | 7.4% | 9.4% | 7.0% | |
| IQ CPI Hedge ETF | CPI | Hedged: Abs Return | -12.9% | -10.2% | -8.6% | -8.5% | -10.1% | -0.4% | 1.3% | 1.3% | 1.4% | 1.3% | |||
| ProShares Lg Cap | CSM | Hedged: 130-30 | -5.1% | -3.7% | -2.1% | -1.7% | -1.6% | 2.4% | 7.3% | 9.0% | 11.0% | 13.1% | |||
| Calamos Global Growth | CVLOX | Income: Global | 1.1% | -3.2% | -4.4% | -4.9% | -6.1% | -1.6% | 8.0% | 6.6% | 5.5% | 6.2% | 6.5% | 6.2% | |
| Calamos Market Neu Inc | CVSIX | Hedged: Mkt Neutral | 2.2% | 1.0% | 1.3% | 0.7% | 0.4% | -0.1% | 3.1% | 3.6% | 3.5% | 3.6% | 4.3% | 3.6% | |
| Gugg Multi-Asset | CVY | Income: Multi | -20.2% | -12.9% | -10.8% | -12.0% | -10.1% | -22.7% | -4.1% | -0.6% | -0.3% | 4.5% | |||
| Barclays Conv Bond | CWB | Income: Multi | 11.1% | 1.3% | 0.6% | -0.2% | -1.6% | 18.1% | 11.0% | 10.0% | 10.4% | 10.4% | |||
| WisdmTr EM HiYld | DEM | Income: Equity | -19.8% | -10.1% | -9.8% | -11.7% | -12.4% | -15.0% | 0.3% | 0.7% | 0.0% | 1.8% | |||
| WisdmTr EM SmCap | DGS | Income: Equity | -17.7% | -11.5% | -9.2% | -11.0% | -11.5% | -13.6% | -1.5% | 1.5% | 1.0% | 3.1% | |||
| Diamond Hill Long-Short I | DHLSX | Hedged: Long/Short | -15.8% | -10.1% | -7.8% | -7.0% | -6.1% | -2.4% | -8.1% | 0.6% | 2.6% | 4.4% | 6.6% | 5.2% | |
| WisdomTree ex-US | DLN | Income: Equity | -8.7% | -4.2% | -2.4% | -2.4% | -0.7% | -1.3% | 6.3% | 8.0% | 9.3% | 12.3% | |||
| WisdmTr Intl SmCap | DLS | Income: Equity | -15.9% | -13.9% | -9.1% | -8.3% | -8.1% | -11.6% | -4.0% | 1.6% | 4.1% | 6.7% | |||
| Dodge & Cox Balanced | DODBX | Risk-Driven | -8.8% | -7.7% | -5.0% | -3.9% | -3.0% | -1.8% | -1.4% | 2.7% | 5.0% | 7.0% | 9.5% | 6.2% | |
| DFA Select Hedged | DSHGX | Global Macro | -9.4% | -7.3% | -5.9% | -5.0% | -2.6% | 3.3% | 4.9% | 7.4% | |||||
| WisdmTr Top 100 | DTN | Income: Equity | -15.7% | -10.4% | -7.2% | -6.5% | -3.8% | -10.7% | -0.1% | 3.7% | 5.9% | 10.3% | |||
| MFS Target Return A | DVRAX | Hedged: Abs Return | -2.4% | -3.4% | -8.0% | -6.2% | -3.7% | 2.5% | 3.4% | 1.7% | 2.6% | 3.8% | |||
| iShares Select Dividend | DVY | Income: Equity | -20.2% | -11.2% | -5.7% | -5.2% | -3.0% | -3.3% | -15.5% | -0.8% | 5.0% | 6.9% | 10.4% | 5.5% | |
| SPDR S&P Int'l | DWX | Income: Equity | -20.2% | -12.2% | -10.4% | -11.1% | -12.0% | -11.9% | -1.1% | 0.2% | 0.9% | 2.2% | |||
| EatonVance GlobalMacro | EIGMX | Hedged: Abs Return | 3.3% | -6.2% | -3.1% | -4.2% | -6.1% | 5.3% | 4.9% | 2.5% | 2.9% | 2.7% | 2.4% | 4.1% | |
| Fidelity Balanced | FBALX | Risk-Driven | 5.6% | 1.1% | -0.1% | 0.7% | 0.4% | 1.3% | 10.6% | 9.3% | 8.3% | 9.7% | 10.5% | 7.8% | |
| Fidelity Convertibles | FCVSX | Income: Multi | 11.9% | 4.8% | -1.2% | -2.0% | -2.7% | -1.3% | 15.4% | 11.9% | 7.7% | 8.2% | 9.8% | 7.8% | |
| Fidelity Equity | FEQTX | Income: Equity | -11.9% | -8.3% | -5.9% | -5.3% | -4.8% | -3.7% | -5.4% | 2.4% | 4.9% | 6.9% | 9.6% | 5.3% | |
| Fidelity Muni | FHIGX | Income: Tax Exempt | -2.1% | -1.0% | -1.1% | -1.0% | -1.9% | 2.2% | 2.7% | 4.1% | 3.8% | 4.2% | 4.3% | 4.2% | |
| Nuveen Amer Muni | FLAAX | Income: Tax Exempt | -1.8% | -0.9% | -0.7% | -0.3% | -1.3% | 1.4% | 3.1% | 4.3% | 4.2% | 4.8% | 5.2% | 4.7% | |
| FPA Crescent | FPACX | Risk-Driven | -11.8% | -8.4% | -6.2% | -5.4% | -4.2% | 0.2% | -4.2% | 2.1% | 4.0% | 5.6% | 7.7% | 6.8% | |
| Fidelity Puritan | FPURX | Risk-Driven | 8.4% | 2.4% | 0.7% | 1.5% | 0.8% | 1.7% | 11.1% | 9.6% | 8.3% | 9.8% | 10.6% | 7.8% | |
| Fidelity Strategic | FSDIX | Income: Equity | -6.5% | -3.8% | -1.8% | -1.9% | -0.4% | -1.6% | 0.9% | 5.4% | 6.8% | 7.6% | 10.2% | 6.7% | |
| FundX Upgrader | FUNDX | Momentum | -0.7% | -0.1% | -3.1% | -2.6% | -3.5% | -2.1% | 6.3% | 10.3% | 7.5% | 9.6% | 10.7% | 7.0% | |
| First Trust Focus 5 | FV | Sector Rotation | -1.5% | -2.4% | -5.3% | 6.4% | 9.5% | 6.2% | |||||||
| Gabelli ABC AAA | GABCX | Hedged: Mkt Neutral | -10.0% | -10.5% | -6.2% | -5.2% | -2.4% | 3.1% | 0.2% | 1.3% | 1.8% | 2.0% | 2.8% | 3.5% | |
| Natixis ASG Global | GAFYX | Hedged: Abs Return | -23.0% | -10.1% | -13.6% | -9.8% | -8.9% | -4.2% | 1.2% | -0.8% | 1.5% | 2.9% | |||
| Goldman Sachs Instl | GARTX | Hedged: Abs Return | -17.3% | -9.1% | -7.8% | -6.4% | -8.4% | -3.1% | 1.6% | 1.8% | 2.7% | 2.4% | |||
| Aberdeen Opti Alloc | GASIX | Blended | -14.8% | -11.8% | -11.9% | -8.2% | -7.4% | -4.6% | -2.4% | 0.6% | 0.3% | 1.8% | 4.2% | 3.6% | |
| GMO Benchm-Free | GBMFX | Global Macro | -16.2% | -11.4% | -10.0% | -9.0% | -6.8% | 0.4% | -5.7% | 0.2% | 0.8% | 2.1% | 4.2% | 5.3% | |
| Goldman Dynamic | GDIFX | Global Macro | -26.7% | -14.1% | -10.4% | -9.3% | -8.8% | -4.3% | -0.2% | 0.7% | 1.7% | 2.8% | |||
| Leuthold Global | GLBIX | Global Macro | -10.6% | -12.2% | -9.6% | -7.3% | -6.5% | -1.4% | -0.3% | 1.1% | 3.1% | 5.0% | |||
| GMO Global Alloc | GMWAX | Global Macro | -13.9% | -9.2% | -7.4% | -6.8% | -5.6% | -1.4% | -4.3% | 1.4% | 2.5% | 3.7% | 5.5% | 5.0% | |
| Goldman Sachs Strat Inc | GSZAX | Income: Multi | -4.2% | -10.9% | -10.2% | -11.4% | -8.9% | 2.1% | 0.9% | 0.9% | 0.7% | 2.0% | |||
| Hedge Replication | HDG | Blended | -6.2% | -8.6% | -8.2% | -7.7% | 1.2% | 1.7% | 1.6% | 2.1% | |||||
| iShares Hi Div Equity | HDV | Income: Equity | -16.6% | -7.7% | -4.8% | -5.2% | -10.5% | 2.9% | 5.7% | 6.7% | |||||
| Hancock Horizon Inst | HHQTX | Hedged: Long/Short | -18.0% | -12.3% | -10.5% | -7.4% | -5.6% | -6.8% | -0.6% | 0.5% | 3.4% | 7.0% | |||
| ETF: SPDR Inc Alloc | INKM | Income: Multi | -12.7% | -8.3% | -6.3% | -7.2% | -4.5% | 2.1% | 3.4% | 3.6% | |||||
| Ivy Asset Strategy | IVAEX | Global Macro | -7.1% | -9.6% | -11.2% | -10.5% | -10.0% | -2.3% | 0.3% | 0.9% | -0.7% | 1.6% | 4.3% | 6.5% | |
| IVA Worldwide | IVWIX | Global Macro | -19.5% | -12.7% | -8.9% | -7.2% | -6.5% | -9.0% | -1.0% | 1.5% | 3.4% | 5.2% | |||
| iSh MultiAsset Income | IYLD | Income: Multi | -13.9% | -10.4% | -7.1% | -7.6% | -6.6% | 0.5% | 2.9% | 3.5% | |||||
| Janus Balanced | JANBX | Risk-Driven | 5.7% | 5.7% | 2.9% | 2.5% | 1.3% | 4.5% | 8.5% | 10.4% | 8.8% | 9.3% | 10.0% | 8.5% | |
| Jhancock Global Abs Ret I | JHAIX | Hedged: Abs Return | -3.5% | -9.5% | -11.2% | -7.8% | 1.9% | 1.5% | 0.6% | 1.8% | |||||
| JPMorgan Mkt Neutral A | JMNAX | Hedged: Mkt Neutral | 17.7% | 0.5% | -5.4% | -7.2% | -11.6% | -4.3% | 8.0% | 4.3% | 2.3% | 2.0% | 1.1% | 2.0% | |
| KCM MacroTrends | KCMTX | Hedged: Long/Short | -26.6% | -5.8% | -7.1% | -5.1% | -7.2% | -8.4% | 4.0% | 3.0% | 5.9% | 6.0% | |||
| Inst: Forward Select | KIFYX | Income: Multi | -15.8% | -13.5% | -10.1% | -9.5% | -7.4% | -5.4% | -13.8% | -3.8% | 0.4% | 2.6% | 6.0% | 3.8% | |
| Columbia Div Income | LBSAX | Income: Equity | -7.3% | -2.3% | -0.5% | -1.3% | -0.2% | 0.8% | 0.2% | 7.4% | 9.1% | 9.7% | 12.0% | 8.4% | |
| Invesco Divers Dividend | LCEIX | Income: Equity | -15.3% | -9.7% | -6.2% | -4.6% | -3.0% | -1.4% | -7.7% | 1.0% | 4.0% | 6.5% | 9.6% | 6.8% | |
| Leuthold Core | LCORX | Global Macro | -2.9% | -5.3% | -4.1% | -1.7% | -3.8% | -1.1% | 2.9% | 3.5% | 4.0% | 6.2% | 6.5% | 5.9% | |
| Lord Abbett Float Rate | LFRAX | Income: Float Rate | -18.1% | -12.2% | -8.6% | -8.5% | -6.6% | -7.5% | -0.2% | 1.6% | 2.1% | 3.5% | |||
| Loomis Global Eq A | LGMAX | Income: Global | 0.7% | 0.8% | -0.3% | -1.1% | -2.2% | 0.4% | 6.4% | 9.0% | 8.2% | 8.7% | 10.1% | 8.5% | |
| Loomis Global Eq Y | LSWWX | Global Macro | 1.0% | 1.2% | 0.1% | -0.4% | -1.7% | 0.8% | 6.6% | 9.2% | 8.4% | 9.2% | 10.5% | 8.9% | |
| BlackRock Global I | MALOX | Global Macro | 2.4% | -3.6% | -4.0% | -3.8% | -4.6% | 0.3% | 6.9% | 4.9% | 4.5% | 5.4% | 6.4% | 6.5% | |
| IQ Hedge Macro ETF | MCRO | Blended | -3.1% | -8.5% | -7.9% | -10.5% | -12.4% | 2.5% | 1.8% | 1.7% | 1.1% | 1.0% | |||
| BlackRock Eq Dividend | MDDVX | Income: Equity | -12.2% | -6.9% | -3.9% | -4.2% | -3.1% | -0.7% | -4.9% | 3.6% | 6.7% | 7.7% | 10.3% | 7.5% | |
| FirstTrust Multi-Asset | MDIV | Income: Multi | -20.0% | -14.2% | -11.6% | -12.2% | -21.2% | -5.0% | -1.4% | -0.4% | |||||
| BlackRock Nat'l Muni | MDNLX | Income: Tax Exempt | -2.5% | -2.8% | -1.9% | -1.0% | -1.9% | 1.7% | 2.5% | 3.3% | 3.2% | 3.7% | 4.2% | 4.1% | |
| MainStay Marketfield A | MFADX | Hedged: Long/Short | -3.0% | -7.2% | -9.6% | -12.6% | -9.5% | 4.0% | 3.1% | 1.0% | -0.3% | 3.3% | |||
| MFS Global Tot Ret | MFWIX | Global Macro | -6.2% | -5.4% | -3.4% | -3.3% | -2.7% | 0.4% | 1.2% | 3.7% | 4.7% | 5.7% | 7.3% | 6.3% | |
| Aberdeen Long-Short A | MLSAX | Hedged: Long/Short | 5.7% | 1.6% | -1.8% | -4.4% | -6.2% | -1.4% | 12.4% | 11.7% | 8.0% | 6.5% | 5.9% | 5.0% | |
| IQ Merger Arbitrage | MNA | Hedged: Arbitrage | -8.8% | -11.0% | -6.9% | -5.4% | -8.0% | -0.1% | 0.8% | 2.1% | 3.0% | 2.6% | |||
| MainStay Int'l Opp | MYITX | Hedged: 130-30 | -17.0% | -16.1% | -12.9% | -10.7% | -9.5% | -9.8% | -5.5% | -2.4% | 1.3% | 5.0% | |||
| Grimaldi Sector | NAVFX | Sector Rotation | -6.1% | -3.8% | -4.7% | -3.9% | 1.2% | 6.9% | 6.0% | 8.0% | |||||
| Neuberger Berman Eq Inc | NBHAX | Income: Global | -15.5% | -8.1% | -5.4% | -5.6% | -4.6% | -7.6% | 2.3% | 4.6% | 5.5% | 7.6% | |||
| Nuveen Preferred I | NPSRX | Income: Multi | -7.5% | -7.8% | -3.7% | -3.3% | -1.1% | 0.1% | 2.4% | 4.5% | 5.2% | 7.5% | |||
| Putnam Abs Ret 100 Y | PARYX | Hedged: Abs Return | 1.0% | 1.0% | 0.2% | -1.7% | -3.7% | 2.9% | 3.3% | 2.7% | 2.3% | 1.9% | |||
| PIMCO All-Asset | PAUIX | Global Macro | -16.1% | -12.9% | -9.9% | -11.3% | -11.0% | -3.8% | -7.2% | -1.0% | 0.8% | 0.7% | 2.2% | 3.6% | |
| Putnam 700 Y | PDMYX | Hedged: Abs Return | -48.7% | -19.5% | -13.2% | -9.1% | -8.0% | -8.3% | -1.8% | -0.2% | 1.6% | 2.5% | |||
| DWA Tech Leaders | PDP | Blended | 4.4% | 1.8% | -1.4% | -0.7% | -0.4% | 12.1% | 13.2% | 9.8% | 12.0% | 14.3% | |||
| iShr Preferred ETF | PFF | Income: Multi | -8.6% | -9.1% | -5.9% | -5.3% | -4.8% | -0.7% | 1.5% | 3.2% | 4.2% | 5.5% | |||
| PIMCO Global Multi | PGAIX | Global Macro | |||||||||||||
| PowerSh Preferred ETF | PGX | Income: Multi | -5.9% | -6.0% | -1.7% | -1.5% | -0.9% | 1.4% | 3.2% | 5.1% | 5.7% | 6.6% | |||
| PowerShares Intl Div | PID | Income: Equity | -23.7% | -13.4% | -12.6% | -12.2% | -11.1% | -22.0% | -3.6% | -2.7% | -0.4% | 3.2% | |||
| Principal GlobMultiStrat | PMSAX | Blended | -10.9% | -10.9% | -9.0% | -7.4% | -0.8% | 0.9% | 1.3% | 2.1% | |||||
| Pimco Income P | PONPX | Income: Multi | -7.6% | -4.2% | 1.6% | 3.0% | 7.7% | 0.6% | 3.2% | 4.6% | 5.2% | 7.4% | |||
| Principal Preferred | PPSIX | Income: Multi | -4.8% | -6.0% | -2.1% | -1.7% | 0.1% | -1.7% | 2.1% | 3.2% | 4.8% | 5.4% | 7.0% | 5.8% | |
| T. Rowe Equity Income | PRFDX | Income: Equity | -17.0% | -9.6% | -6.7% | -6.6% | -5.2% | -3.1% | -11.2% | 0.9% | 4.2% | 5.7% | 9.1% | 5.8% | |
| T. Rowe Summit Muni | PRINX | Income: Tax Exempt | -3.3% | -2.9% | -1.7% | -1.0% | -2.3% | 1.7% | 2.3% | 3.5% | 3.6% | 4.1% | 4.4% | 4.3% | |
| T. Rowe Global Bond | PRSNX | Income: Multi | -1.7% | -2.2% | -0.5% | -2.1% | -2.3% | 3.6% | 4.4% | 4.6% | 4.3% | 4.7% | |||
| iSh Global Energy | PWC | Blended | -14.6% | -7.9% | -6.4% | -4.7% | -4.2% | -2.8% | -8.5% | 2.7% | 4.6% | 8.1% | 11.2% | 6.3% | |
| Putnam Abs Ret 300 Y | PYTRX | Hedged: Abs Return | -8.0% | -5.4% | -4.6% | -5.9% | -7.0% | 0.5% | 2.7% | 2.6% | 2.4% | 2.3% | |||
| IQ Hedge Multi-Strat | QAI | Blended | -5.1% | -6.9% | -8.7% | -7.2% | -7.9% | 1.6% | 2.3% | 1.4% | 2.2% | 2.4% | |||
| IQ Hedge ETF | QMN | Hedged: Mkt Neutral | -5.9% | -8.0% | -8.4% | -8.9% | 1.3% | 1.8% | 1.4% | 1.4% | |||||
| RAFI Long-Short | RALS | Hedged: Long/Short | -56.8% | -38.2% | -27.0% | -21.7% | -9.2% | -4.7% | -3.6% | -2.6% | |||||
| RiverFront GlobalGro | RLTSX | Global Macro | -10.5% | -10.4% | -8.8% | -7.7% | -8.1% | -3.5% | 0.1% | 1.9% | 4.5% | 6.0% | |||
| MultiAsset ETF | RLY | Hedged: Abs Return | -21.5% | -12.3% | -12.7% | -13.6% | -12.9% | -1.3% | -1.7% | -1.3% | |||||
| Hundredfold Select | SFHYX | Blended | 51.6% | 9.5% | 7.8% | 4.4% | 4.5% | 6.6% | 14.8% | 7.6% | 7.0% | 6.1% | 6.8% | 6.5% | |
| Sound Mind Investing | SMIFX | Momentum | -11.1% | -7.5% | -7.0% | -6.1% | -5.9% | -3.7% | 3.1% | 3.6% | 6.1% | 8.3% | |||
| Schwab Div Equity | SWDSX | Income: Equity | -18.1% | -11.0% | -8.7% | -7.4% | -5.6% | -3.0% | -12.7% | -0.6% | 2.0% | 5.0% | 8.8% | 5.6% | |
| Schwab Hedged Eq | SWHEX | Hedged: Long/Short | -17.4% | -13.3% | -8.6% | -6.6% | -6.4% | -3.7% | -6.7% | -1.4% | 1.7% | 4.0% | 5.4% | 3.7% | |
| Schwab Balanced | SWOBX | Risk-Driven | 2.8% | 0.4% | -0.7% | 0.1% | -0.1% | 0.4% | 7.1% | 7.8% | 6.9% | 8.3% | 9.2% | 6.3% | |
| Thornburg Inv Income A | TIBAX | Income: Global | -15.4% | -9.7% | -8.6% | -7.9% | -6.8% | -1.9% | -8.9% | 1.0% | 1.9% | 3.8% | 6.1% | 6.1% | |
| Thornburg Inv Income Y | TIBIX | Global Macro | -15.2% | -9.5% | -8.3% | -7.0% | -6.0% | -1.2% | -8.7% | 1.1% | 2.2% | 4.6% | 6.8% | 6.7% | |
| T. Rowe Retire Balanced | TRRIX | Income: Multi | -0.7% | -1.8% | -1.5% | -1.8% | -2.0% | 0.7% | 4.3% | 5.1% | 5.0% | 5.3% | 6.2% | 5.3% | |
| Vanguard LifeStrat Growth | VASGX | Risk-Driven | -3.3% | -3.0% | -2.7% | -2.3% | -2.7% | -1.4% | 3.6% | 6.4% | 6.6% | 8.0% | 9.4% | 6.5% | |
| Vanguard LifeStrategy | VASIX | Income: Multi | 13.9% | 6.8% | 5.1% | 4.5% | 4.0% | 4.3% | 6.7% | 5.6% | 5.0% | 5.1% | 5.2% | 4.7% | |
| Vanguard Balanced | VBIAX | Risk-Driven | 4.7% | 2.0% | 1.5% | 1.8% | 2.0% | 2.5% | 8.3% | 8.6% | 8.0% | 9.0% | 10.1% | 7.5% | |
| Vanguard Equity | VEIPX | Income: Equity | -13.0% | -6.1% | -3.1% | -3.1% | -0.9% | -0.3% | -5.5% | 4.3% | 7.1% | 8.4% | 11.9% | 7.9% | |
| VALIC Global Strat | VGLSX | Global Macro | -15.3% | -12.3% | -9.9% | -7.8% | -6.7% | -4.4% | -0.6% | 0.8% | 3.4% | 6.1% | |||
| Vanguard STAR Inv | VGSTX | Risk-Driven | 5.1% | 0.6% | -0.3% | 0.1% | -0.4% | 1.0% | 9.2% | 8.2% | 7.5% | 8.6% | 9.6% | 7.2% | |
| ValueLine AssetAlloc | VLAAX | Risk-Driven | 4.2% | 6.4% | 3.7% | 2.6% | 2.8% | 1.9% | 8.2% | 11.8% | 9.8% | 10.2% | 11.8% | 8.2% | |
| Vanguard Market Neutral | VMNFX | Hedged: Mkt Neutral | -26.9% | -31.2% | -18.2% | -14.9% | -13.7% | -9.6% | -3.9% | -5.2% | -2.3% | -0.7% | 0.4% | 0.5% | |
| Vanguard Managed Payout | VPGDX | Income: Multi | -11.0% | -7.3% | -5.2% | -3.9% | -3.5% | -2.1% | 2.7% | 3.7% | 5.2% | 7.1% | |||
| Vanguard Target Retire | VTINX | Income: Multi | 6.4% | 2.5% | 2.0% | 1.8% | 2.2% | 3.2% | 5.7% | 5.4% | 4.9% | 5.2% | 5.8% | 5.1% | |
| Vanguard Wellington Inv | VWELX | Risk-Driven | -0.9% | -0.1% | 0.1% | 0.9% | 1.3% | 2.7% | 4.7% | 7.3% | 7.3% | 8.6% | 10.0% | 7.9% | |
| Vanguard Wellesley Adm | VWIAX | Income: Multi | 3.9% | 2.6% | 4.1% | 3.0% | 5.1% | 6.1% | 5.7% | 6.3% | 6.7% | 6.7% | 7.9% | 6.9% | |
| Vanguard Wellesley Inv | VWINX | Risk-Driven | 3.8% | 2.4% | 4.0% | 3.2% | 5.2% | 6.1% | 5.7% | 6.2% | 6.6% | 6.8% | 8.0% | 6.9% | |
| Vanguard LT Tax-Exempt | VWLTX | Income: Tax Exempt | 5.3% | 2.5% | 1.9% | 1.5% | -0.5% | 2.5% | 4.9% | 4.7% | 4.5% | 4.7% | 4.7% | 4.4% | |
| Vanguard Hi Div Yld ETF | VYM | Income: Equity | -14.0% | -6.9% | -3.8% | -3.5% | -1.1% | -6.7% | 3.6% | 6.5% | 8.2% | 11.8% | |||
| WF Asset Allocation | WFAIX | Risk-Driven | 9.2% | 3.4% | 2.4% | 4.1% | 4.6% | 1.5% | 9.4% | 8.7% | 8.0% | 10.0% | 11.7% | 7.7% | |