Tactical: Managed, ranked by Maximum Drawdown
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.
|
| 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 | -15.7% | -16.5% | -16.8% | -17.1% | -16.9% | -33.2% | | -0.7% | 3.1% | 3.6% | 4.6% | 6.5% | 5.9% |
| |
| AQR Divers N | ADANX | Hedged: Arbitrage | -8.1% | -8.1% | -8.1% | -12.8% | -12.8% | | | 5.1% | 4.6% | 4.1% | 2.1% | 2.3% | |
| AlphaClone Alternative | ALFA | Hedged: Long/Short | -25.1% | -25.1% | -28.4% | -28.5% | | | | 8.5% | 13.2% | 5.0% | 9.2% | | |
| S&P Aggressive | AOA | Risk-Driven | -18.2% | -18.2% | -18.2% | -18.2% | -18.2% | | | 2.1% | 5.4% | 6.0% | 7.7% | 9.8% | |
| S&P Conservative | AOK | Risk-Driven | -7.2% | -7.2% | -7.2% | -7.2% | -7.2% | | | 5.6% | 5.2% | 5.0% | 5.0% | 5.4% | |
| S&P Moderate | AOM | Risk-Driven | -8.6% | -8.6% | -8.6% | -8.6% | -8.6% | | | 4.9% | 5.3% | 5.1% | 5.7% | 6.3% | |
| S&P Growth | AOR | Risk-Driven | -13.5% | -13.5% | -13.5% | -13.5% | -13.5% | | | 3.5% | 5.4% | 5.6% | 6.8% | 8.0% | |
| Arbitrage I | ARBNX | Hedged: Arbitrage | -3.1% | -3.1% | -3.1% | -3.1% | -3.8% | -6.3% | | 3.3% | 2.5% | 2.8% | 2.5% | 2.5% | 3.3% |
| Am Century Target Date | ARTOX | Income: Multi | -10.5% | -10.5% | -10.5% | -10.5% | -10.5% | -24.7% | | 4.1% | 5.0% | 4.8% | 5.4% | 6.7% | 5.3% |
| AQR Multi-Strat Alt | ASAIX | Blended | -32.3% | -45.0% | -45.0% | -45.0% | | | | -31.5% | -16.9% | -9.0% | -5.3% | | |
| Absolute Strategies I | ASFIX | Hedged: Abs Return | -4.6% | -7.5% | -15.1% | -15.1% | -15.1% | | | 0.6% | -1.5% | -1.3% | -1.3% | -0.1% | |
| Dreyfus Alpha I | AVGRX | Blended | -10.9% | -10.9% | -10.9% | -10.9% | -11.2% | | | 0.3% | 2.0% | 1.2% | 3.8% | 5.8% | |
| BlackRock Strat Inc Opp | BASIX | Income: Multi | -6.7% | -6.7% | -6.7% | -6.7% | -6.7% | | | 2.4% | 2.9% | 2.6% | 2.8% | 3.5% | |
| Ibbotson Balanced | BETFX | Risk-Driven | -15.1% | -15.1% | -15.1% | -15.1% | -15.1% | | | 0.7% | 3.5% | 4.3% | 5.4% | 6.5% | |
| PwrSh Sr Loan Portfolio | BKLN | Income: Float Rate | -9.3% | -9.3% | -9.3% | -9.3% | | | | -1.8% | 1.6% | 2.1% | 2.1% | | |
| BlackRock EmMkt A | BLSAX | Hedged: Long/Short | -25.5% | -31.4% | -31.4% | -31.4% | | | | -4.8% | 0.8% | -0.5% | -1.0% | | |
| UBS Dyn Alpha A | BNAAX | Blended | -10.7% | -10.7% | -14.1% | -16.2% | -16.2% | -33.3% | | -1.7% | -1.1% | -1.7% | -0.1% | 1.8% | 1.5% |
| UBS Global Alloc | BPGLX | Global Macro | -15.0% | -15.0% | -15.0% | -15.0% | -15.9% | -48.7% | | 1.0% | 3.9% | 3.7% | 5.3% | 6.3% | 4.3% |
| Robeco Long/Short I | BPLSX | Hedged: Long/Short | -19.5% | -27.4% | -27.4% | -27.4% | -27.4% | -34.3% | | -8.9% | -5.0% | 0.6% | 0.9% | 5.6% | 7.4% |
| Berkshire Hathaway Inc | BRK.A | Global Macro | -21.3% | -21.3% | -21.3% | -21.3% | -21.3% | -44.5% | | -16.0% | 1.6% | 5.5% | 6.9% | 8.4% | 8.1% |
| Calamos Convertible A | CCVIX | Income: Multi | -14.3% | -14.3% | -14.3% | -14.6% | -14.6% | -31.6% | | 21.3% | 12.8% | 9.1% | 9.0% | 8.5% | 7.1% |
| Invesco Convertible Y | CNSDX | Income: Multi | -13.7% | -13.7% | -13.7% | -13.7% | -14.7% | -36.3% | | 14.9% | 11.3% | 7.9% | 8.3% | 9.5% | 8.0% |
| Columbia Thermostat Z | COTZX | Risk-Driven | 0.0% | -2.2% | -2.6% | -3.0% | -8.0% | -42.4% | | 21.0% | 10.7% | 7.8% | 7.4% | 9.4% | 7.0% |
| IQ CPI Hedge ETF | CPI | Hedged: Abs Return | -5.6% | -5.6% | -5.6% | -5.6% | -5.6% | | | -0.4% | 1.3% | 1.3% | 1.4% | 1.3% | |
| ProShares Lg Cap | CSM | Hedged: 130-30 | -22.9% | -22.9% | -22.9% | -22.9% | -22.9% | | | 2.4% | 7.3% | 9.0% | 11.0% | 13.1% | |
| Calamos Global Growth | CVLOX | Income: Global | -16.7% | -16.7% | -16.7% | -16.7% | -16.7% | -42.8% | | 8.0% | 6.6% | 5.5% | 6.2% | 6.5% | 6.2% |
| Calamos Market Neu Inc | CVSIX | Hedged: Mkt Neutral | -4.1% | -4.1% | -4.1% | -4.1% | -4.5% | -18.3% | | 3.1% | 3.6% | 3.5% | 3.6% | 4.3% | 3.6% |
| Gugg Multi-Asset | CVY | Income: Multi | -39.9% | -39.9% | -39.9% | -39.9% | -39.9% | | | -22.7% | -4.1% | -0.6% | -0.3% | 4.5% | |
| Barclays Conv Bond | CWB | Income: Multi | -16.1% | -16.1% | -16.1% | -16.1% | -16.1% | | | 18.1% | 11.0% | 10.0% | 10.4% | 10.4% | |
| WisdmTr EM HiYld | DEM | Income: Equity | -29.5% | -29.5% | -29.5% | -37.4% | -41.9% | | | -15.0% | 0.3% | 0.7% | 0.0% | 1.8% | |
| WisdmTr EM SmCap | DGS | Income: Equity | -30.8% | -35.8% | -35.8% | -35.8% | -35.8% | | | -13.6% | -1.5% | 1.5% | 1.0% | 3.1% | |
| Diamond Hill Long-Short I | DHLSX | Hedged: Long/Short | -23.4% | -23.4% | -23.4% | -23.4% | -23.4% | -36.6% | | -8.1% | 0.6% | 2.6% | 4.4% | 6.6% | 5.2% |
| WisdomTree ex-US | DLN | Income: Equity | -23.0% | -23.0% | -23.0% | -23.0% | -23.0% | | | -1.3% | 6.3% | 8.0% | 9.3% | 12.3% | |
| WisdmTr Intl SmCap | DLS | Income: Equity | -32.0% | -35.4% | -35.4% | -35.4% | -35.4% | | | -11.6% | -4.0% | 1.6% | 4.1% | 6.7% | |
| Dodge & Cox Balanced | DODBX | Risk-Driven | -21.0% | -21.0% | -21.0% | -21.0% | -21.0% | -46.5% | | -1.4% | 2.7% | 5.0% | 7.0% | 9.5% | 6.2% |
| DFA Select Hedged | DSHGX | Global Macro | -25.8% | -25.8% | -25.8% | -25.8% | | | | -2.6% | 3.3% | 4.9% | 7.4% | | |
| WisdmTr Top 100 | DTN | Income: Equity | -29.6% | -29.6% | -29.6% | -29.6% | -29.6% | | | -10.7% | -0.1% | 3.7% | 5.9% | 10.3% | |
| MFS Target Return A | DVRAX | Hedged: Abs Return | -7.1% | -7.1% | -8.5% | -9.3% | -9.3% | | | 2.5% | 3.4% | 1.7% | 2.6% | 3.8% | |
| iShares Select Dividend | DVY | Income: Equity | -29.5% | -29.5% | -29.5% | -29.5% | -29.5% | -57.5% | | -15.5% | -0.8% | 5.0% | 6.9% | 10.4% | 5.5% |
| SPDR S&P Int'l | DWX | Income: Equity | -23.2% | -23.2% | -23.2% | -33.4% | -33.7% | | | -11.9% | -1.1% | 0.2% | 0.9% | 2.2% | |
| EatonVance GlobalMacro | EIGMX | Hedged: Abs Return | -7.1% | -7.1% | -7.1% | -7.1% | -7.1% | -7.1% | | 4.9% | 2.5% | 2.9% | 2.7% | 2.4% | 4.1% |
| Fidelity Balanced | FBALX | Risk-Driven | -14.6% | -14.6% | -14.6% | -14.6% | -14.6% | -40.5% | | 10.6% | 9.3% | 8.3% | 9.7% | 10.5% | 7.8% |
| Fidelity Convertibles | FCVSX | Income: Multi | -12.8% | -12.8% | -14.3% | -19.1% | -19.8% | -54.5% | | 15.4% | 11.9% | 7.7% | 8.2% | 9.8% | 7.8% |
| Fidelity Equity | FEQTX | Income: Equity | -26.8% | -26.8% | -26.8% | -26.8% | -26.8% | -56.1% | | -5.4% | 2.4% | 4.9% | 6.9% | 9.6% | 5.3% |
| Fidelity Muni | FHIGX | Income: Tax Exempt | -8.0% | -8.0% | -8.0% | -8.0% | -8.0% | -8.0% | | 2.7% | 4.1% | 3.8% | 4.2% | 4.3% | 4.2% |
| Nuveen Amer Muni | FLAAX | Income: Tax Exempt | -8.7% | -8.7% | -8.7% | -8.7% | -9.2% | -14.8% | | 3.1% | 4.3% | 4.2% | 4.8% | 5.2% | 4.7% |
| FPA Crescent | FPACX | Risk-Driven | -20.5% | -20.5% | -20.5% | -20.5% | -20.5% | -28.8% | | -4.2% | 2.1% | 4.0% | 5.6% | 7.7% | 6.8% |
| Fidelity Puritan | FPURX | Risk-Driven | -12.1% | -12.1% | -12.1% | -12.1% | -12.1% | -37.9% | | 11.1% | 9.6% | 8.3% | 9.8% | 10.6% | 7.8% |
| Fidelity Strategic | FSDIX | Income: Equity | -17.1% | -17.1% | -17.1% | -17.1% | -17.1% | -54.8% | | 0.9% | 5.4% | 6.8% | 7.6% | 10.2% | 6.7% |
| FundX Upgrader | FUNDX | Momentum | -18.1% | -18.1% | -18.1% | -18.1% | -21.0% | -54.1% | | 6.3% | 10.3% | 7.5% | 9.6% | 10.7% | 7.0% |
| First Trust Focus 5 | FV | Sector Rotation | -19.2% | -20.1% | -20.1% | | | | | 6.4% | 9.5% | 6.2% | | | |
| Gabelli ABC AAA | GABCX | Hedged: Mkt Neutral | -5.8% | -5.8% | -5.8% | -5.8% | -5.8% | -6.5% | | 0.2% | 1.3% | 1.8% | 2.0% | 2.8% | 3.5% |
| Natixis ASG Global | GAFYX | Hedged: Abs Return | -9.5% | -9.5% | -15.8% | -18.1% | -18.1% | | | -4.2% | 1.2% | -0.8% | 1.5% | 2.9% | |
| Goldman Sachs Instl | GARTX | Hedged: Abs Return | -9.7% | -9.7% | -9.7% | -9.7% | -9.7% | | | -3.1% | 1.6% | 1.8% | 2.7% | 2.4% | |
| Aberdeen Opti Alloc | GASIX | Blended | -10.0% | -10.0% | -10.0% | -10.0% | -17.8% | -49.3% | | -2.4% | 0.6% | 0.3% | 1.8% | 4.2% | 3.6% |
| GMO Benchm-Free | GBMFX | Global Macro | -16.1% | -16.1% | -16.1% | -16.1% | -16.1% | -18.5% | | -5.7% | 0.2% | 0.8% | 2.1% | 4.2% | 5.3% |
| Goldman Dynamic | GDIFX | Global Macro | -6.8% | -9.2% | -9.2% | -11.4% | -11.4% | | | -4.3% | -0.2% | 0.7% | 1.7% | 2.8% | |
| Leuthold Global | GLBIX | Global Macro | -12.9% | -19.8% | -19.8% | -19.8% | -19.8% | | | -1.4% | -0.3% | 1.1% | 3.1% | 5.0% | |
| GMO Global Alloc | GMWAX | Global Macro | -17.0% | -17.0% | -17.0% | -17.0% | -17.0% | -29.4% | | -4.3% | 1.4% | 2.5% | 3.7% | 5.5% | 5.0% |
| Goldman Sachs Strat Inc | GSZAX | Income: Multi | -8.3% | -8.3% | -8.3% | -8.3% | -8.3% | | | 2.1% | 0.9% | 0.9% | 0.7% | 2.0% | |
| Hedge Replication | HDG | Blended | -8.8% | -8.8% | -8.8% | -8.8% | | | | 1.2% | 1.7% | 1.6% | 2.1% | | |
| iShares Hi Div Equity | HDV | Income: Equity | -26.1% | -26.1% | -26.1% | -26.1% | | | | -10.5% | 2.9% | 5.7% | 6.7% | | |
| Hancock Horizon Inst | HHQTX | Hedged: Long/Short | -17.8% | -18.3% | -18.3% | -18.3% | -20.1% | | | -6.8% | -0.6% | 0.5% | 3.4% | 7.0% | |
| ETF: SPDR Inc Alloc | INKM | Income: Multi | -19.2% | -19.2% | -19.2% | -19.2% | | | | -4.5% | 2.1% | 3.4% | 3.6% | | |
| Ivy Asset Strategy | IVAEX | Global Macro | -19.7% | -25.5% | -25.5% | -25.5% | -25.5% | -29.2% | | 0.3% | 0.9% | -0.7% | 1.6% | 4.3% | 6.5% |
| IVA Worldwide | IVWIX | Global Macro | -19.1% | -19.1% | -19.1% | -19.1% | -19.1% | | | -9.0% | -1.0% | 1.5% | 3.4% | 5.2% | |
| iSh MultiAsset Income | IYLD | Income: Multi | -21.7% | -21.7% | -21.7% | -21.7% | | | | -6.6% | 0.5% | 2.9% | 3.5% | | |
| Janus Balanced | JANBX | Risk-Driven | -12.5% | -12.5% | -12.5% | -12.5% | -12.5% | -21.5% | | 8.5% | 10.4% | 8.8% | 9.3% | 10.0% | 8.5% |
| Jhancock Global Abs Ret I | JHAIX | Hedged: Abs Return | -4.0% | -6.8% | -6.8% | -6.8% | | | | 1.9% | 1.5% | 0.6% | 1.8% | | |
| JPMorgan Mkt Neutral A | JMNAX | Hedged: Mkt Neutral | -3.4% | -3.4% | -5.9% | -8.2% | -8.8% | -9.3% | | 8.0% | 4.3% | 2.3% | 2.0% | 1.1% | 2.0% |
| KCM MacroTrends | KCMTX | Hedged: Long/Short | -13.1% | -13.1% | -13.2% | -13.2% | -21.7% | | | -8.4% | 4.0% | 3.0% | 5.9% | 6.0% | |
| Inst: Forward Select | KIFYX | Income: Multi | -31.6% | -31.6% | -31.6% | -31.6% | -31.6% | -64.1% | | -13.8% | -3.8% | 0.4% | 2.6% | 6.0% | 3.8% |
| Columbia Div Income | LBSAX | Income: Equity | -19.5% | -19.5% | -19.5% | -19.5% | -19.5% | -43.4% | | 0.2% | 7.4% | 9.1% | 9.7% | 12.0% | 8.4% |
| Invesco Divers Dividend | LCEIX | Income: Equity | -24.3% | -24.3% | -24.3% | -24.3% | -24.3% | -45.3% | | -7.7% | 1.0% | 4.0% | 6.5% | 9.6% | 6.8% |
| Leuthold Core | LCORX | Global Macro | -11.0% | -11.0% | -11.0% | -11.0% | -15.4% | -36.5% | | 2.9% | 3.5% | 4.0% | 6.2% | 6.5% | 5.9% |
| Lord Abbett Float Rate | LFRAX | Income: Float Rate | -16.0% | -16.0% | -16.0% | -16.0% | -16.0% | | | -7.5% | -0.2% | 1.6% | 2.1% | 3.5% | |
| Loomis Global Eq A | LGMAX | Income: Global | -14.7% | -14.7% | -14.7% | -14.7% | -16.6% | -45.1% | | 6.4% | 9.0% | 8.2% | 8.7% | 10.1% | 8.5% |
| Loomis Global Eq Y | LSWWX | Global Macro | -14.6% | -14.6% | -14.6% | -14.6% | -16.5% | -44.8% | | 6.6% | 9.2% | 8.4% | 9.2% | 10.5% | 8.9% |
| BlackRock Global I | MALOX | Global Macro | -12.5% | -12.5% | -12.5% | -12.5% | -13.6% | -29.4% | | 6.9% | 4.9% | 4.5% | 5.4% | 6.4% | 6.5% |
| IQ Hedge Macro ETF | MCRO | Blended | -8.7% | -8.7% | -8.7% | -9.7% | -11.4% | | | 2.5% | 1.8% | 1.7% | 1.1% | 1.0% | |
| BlackRock Eq Dividend | MDDVX | Income: Equity | -24.4% | -24.4% | -24.4% | -24.4% | -24.4% | -46.2% | | -4.9% | 3.6% | 6.7% | 7.7% | 10.3% | 7.5% |
| FirstTrust Multi-Asset | MDIV | Income: Multi | -36.4% | -36.4% | -36.4% | -36.4% | | | | -21.2% | -5.0% | -1.4% | -0.4% | | |
| BlackRock Nat'l Muni | MDNLX | Income: Tax Exempt | -6.9% | -6.9% | -6.9% | -6.9% | -7.7% | -9.5% | | 2.5% | 3.3% | 3.2% | 3.7% | 4.2% | 4.1% |
| MainStay Marketfield A | MFADX | Hedged: Long/Short | -16.9% | -23.6% | -23.6% | -26.0% | -26.0% | | | 4.0% | 3.1% | 1.0% | -0.3% | 3.3% | |
| MFS Global Tot Ret | MFWIX | Global Macro | -14.1% | -14.1% | -14.1% | -14.1% | -14.1% | -29.0% | | 1.2% | 3.7% | 4.7% | 5.7% | 7.3% | 6.3% |
| Aberdeen Long-Short A | MLSAX | Hedged: Long/Short | -18.1% | -18.1% | -18.1% | -18.1% | -18.1% | -18.1% | | 12.4% | 11.7% | 8.0% | 6.5% | 5.9% | 5.0% |
| IQ Merger Arbitrage | MNA | Hedged: Arbitrage | -9.5% | -9.5% | -9.5% | -9.5% | -9.5% | | | -0.1% | 0.8% | 2.1% | 3.0% | 2.6% | |
| MainStay Int'l Opp | MYITX | Hedged: 130-30 | -24.9% | -35.7% | -35.7% | -35.7% | -35.7% | | | -9.8% | -5.5% | -2.4% | 1.3% | 5.0% | |
| Grimaldi Sector | NAVFX | Sector Rotation | -21.4% | -21.4% | -21.4% | -21.4% | | | | 1.2% | 6.9% | 6.0% | 8.0% | | |
| Neuberger Berman Eq Inc | NBHAX | Income: Global | -22.1% | -22.1% | -22.1% | -22.1% | -22.1% | | | -7.6% | 2.3% | 4.6% | 5.5% | 7.6% | |
| Nuveen Preferred I | NPSRX | Income: Multi | -16.4% | -16.4% | -16.4% | -16.4% | -16.4% | | | 0.1% | 2.4% | 4.5% | 5.2% | 7.5% | |
| Putnam Abs Ret 100 Y | PARYX | Hedged: Abs Return | -4.0% | -4.0% | -4.0% | -4.0% | -4.0% | | | 2.9% | 3.3% | 2.7% | 2.3% | 1.9% | |
| PIMCO All-Asset | PAUIX | Global Macro | -19.4% | -20.0% | -20.0% | -20.2% | -20.2% | -20.2% | | -7.2% | -1.0% | 0.8% | 0.7% | 2.2% | 3.6% |
| Putnam 700 Y | PDMYX | Hedged: Abs Return | -10.3% | -10.5% | -10.5% | -10.5% | -10.5% | | | -8.3% | -1.8% | -0.2% | 1.6% | 2.5% | |
| DWA Tech Leaders | PDP | Blended | -18.0% | -18.9% | -18.9% | -18.9% | -18.9% | | | 12.1% | 13.2% | 9.8% | 12.0% | 14.3% | |
| iShr Preferred ETF | PFF | Income: Multi | -15.8% | -15.8% | -15.8% | -15.8% | -15.8% | | | -0.7% | 1.5% | 3.2% | 4.2% | 5.5% | |
| PIMCO Global Multi | PGAIX | Global Macro | | | | | | | | | | | | | |
| PowerSh Preferred ETF | PGX | Income: Multi | -11.9% | -11.9% | -11.9% | -11.9% | -11.9% | | | 1.4% | 3.2% | 5.1% | 5.7% | 6.6% | |
| PowerShares Intl Div | PID | Income: Equity | -32.9% | -32.9% | -32.9% | -32.9% | -32.9% | | | -22.0% | -3.6% | -2.7% | -0.4% | 3.2% | |
| Principal GlobMultiStrat | PMSAX | Blended | -9.5% | -9.5% | -9.5% | -9.5% | | | | -0.8% | 0.9% | 1.3% | 2.1% | | |
| Pimco Income P | PONPX | Income: Multi | -8.4% | -8.4% | -8.4% | -8.4% | -8.4% | | | 0.6% | 3.2% | 4.6% | 5.2% | 7.4% | |
| Principal Preferred | PPSIX | Income: Multi | -13.4% | -13.4% | -13.4% | -13.4% | -13.4% | -42.5% | | 2.1% | 3.2% | 4.8% | 5.4% | 7.0% | 5.8% |
| T. Rowe Equity Income | PRFDX | Income: Equity | -28.4% | -28.4% | -28.4% | -28.4% | -28.4% | -53.2% | | -11.2% | 0.9% | 4.2% | 5.7% | 9.1% | 5.8% |
| T. Rowe Summit Muni | PRINX | Income: Tax Exempt | -8.4% | -8.4% | -8.4% | -8.4% | -8.4% | -8.9% | | 2.3% | 3.5% | 3.6% | 4.1% | 4.4% | 4.3% |
| T. Rowe Global Bond | PRSNX | Income: Multi | -9.8% | -9.8% | -9.8% | -9.8% | -9.8% | | | 3.6% | 4.4% | 4.6% | 4.3% | 4.7% | |
| iSh Global Energy | PWC | Blended | -25.3% | -29.5% | -29.5% | -29.5% | -29.5% | -48.4% | | -8.5% | 2.7% | 4.6% | 8.1% | 11.2% | 6.3% |
| Putnam Abs Ret 300 Y | PYTRX | Hedged: Abs Return | -7.6% | -7.6% | -7.6% | -7.6% | -7.6% | | | 0.5% | 2.7% | 2.6% | 2.4% | 2.3% | |
| IQ Hedge Multi-Strat | QAI | Blended | -7.6% | -7.6% | -7.6% | -7.6% | -7.6% | | | 1.6% | 2.3% | 1.4% | 2.2% | 2.4% | |
| IQ Hedge ETF | QMN | Hedged: Mkt Neutral | -6.2% | -6.2% | -6.2% | -6.2% | | | | 1.3% | 1.8% | 1.4% | 1.4% | | |
| RAFI Long-Short | RALS | Hedged: Long/Short | -9.8% | -13.7% | -17.7% | -21.1% | | | | -9.2% | -4.7% | -3.6% | -2.6% | | |
| RiverFront GlobalGro | RLTSX | Global Macro | -24.4% | -27.1% | -27.1% | -27.1% | -27.1% | | | -3.5% | 0.1% | 1.9% | 4.5% | 6.0% | |
| MultiAsset ETF | RLY | Hedged: Abs Return | -24.5% | -24.9% | -24.9% | -30.5% | | | | -12.9% | -1.3% | -1.7% | -1.3% | | |
| Hundredfold Select | SFHYX | Blended | -1.2% | -5.3% | -5.3% | -5.3% | -5.3% | -16.8% | | 14.8% | 7.6% | 7.0% | 6.1% | 6.8% | 6.5% |
| Sound Mind Investing | SMIFX | Momentum | -22.1% | -25.4% | -25.4% | -25.4% | -25.4% | | | -3.7% | 3.1% | 3.6% | 6.1% | 8.3% | |
| Schwab Div Equity | SWDSX | Income: Equity | -28.4% | -28.4% | -28.4% | -28.4% | -28.4% | -45.4% | | -12.7% | -0.6% | 2.0% | 5.0% | 8.8% | 5.6% |
| Schwab Hedged Eq | SWHEX | Hedged: Long/Short | -16.3% | -18.1% | -18.1% | -18.1% | -18.1% | -32.1% | | -6.7% | -1.4% | 1.7% | 4.0% | 5.4% | 3.7% |
| Schwab Balanced | SWOBX | Risk-Driven | -12.2% | -12.2% | -12.2% | -12.2% | -12.2% | -32.5% | | 7.1% | 7.8% | 6.9% | 8.3% | 9.2% | 6.3% |
| Thornburg Inv Income A | TIBAX | Income: Global | -26.0% | -26.0% | -26.0% | -26.0% | -26.0% | -44.4% | | -8.9% | 1.0% | 1.9% | 3.8% | 6.1% | 6.1% |
| Thornburg Inv Income Y | TIBIX | Global Macro | -25.9% | -25.9% | -25.9% | -25.9% | -25.9% | -44.1% | | -8.7% | 1.1% | 2.2% | 4.6% | 6.8% | 6.7% |
| T. Rowe Retire Balanced | TRRIX | Income: Multi | -11.0% | -11.0% | -11.0% | -11.0% | -11.0% | -25.1% | | 4.3% | 5.1% | 5.0% | 5.3% | 6.2% | 5.3% |
| Vanguard LifeStrat Growth | VASGX | Risk-Driven | -17.6% | -17.6% | -17.6% | -17.6% | -17.6% | -47.6% | | 3.6% | 6.4% | 6.6% | 8.0% | 9.4% | 6.5% |
| Vanguard LifeStrategy | VASIX | Income: Multi | -4.3% | -4.3% | -4.3% | -4.3% | -4.3% | -15.5% | | 6.7% | 5.6% | 5.0% | 5.1% | 5.2% | 4.7% |
| Vanguard Balanced | VBIAX | Risk-Driven | -12.3% | -12.3% | -12.3% | -12.3% | -12.3% | -32.5% | | 8.3% | 8.6% | 8.0% | 9.0% | 10.1% | 7.5% |
| Vanguard Equity | VEIPX | Income: Equity | -23.1% | -23.1% | -23.1% | -23.1% | -23.1% | -48.9% | | -5.5% | 4.3% | 7.1% | 8.4% | 11.9% | 7.9% |
| VALIC Global Strat | VGLSX | Global Macro | -14.7% | -17.3% | -17.3% | -17.3% | -17.3% | | | -4.4% | -0.6% | 0.8% | 3.4% | 6.1% | |
| Vanguard STAR Inv | VGSTX | Risk-Driven | -13.2% | -13.2% | -13.2% | -13.2% | -13.2% | -35.6% | | 9.2% | 8.2% | 7.5% | 8.6% | 9.6% | 7.2% |
| ValueLine AssetAlloc | VLAAX | Risk-Driven | -12.3% | -12.3% | -12.3% | -12.3% | -12.3% | -39.9% | | 8.2% | 11.8% | 9.8% | 10.2% | 11.8% | 8.2% |
| Vanguard Market Neutral | VMNFX | Hedged: Mkt Neutral | -8.2% | -18.9% | -20.1% | -20.1% | -20.1% | -20.1% | | -3.9% | -5.2% | -2.3% | -0.7% | 0.4% | 0.5% |
| Vanguard Managed Payout | VPGDX | Income: Multi | -16.0% | -16.0% | -16.0% | -16.0% | -16.0% | | | -2.1% | 2.7% | 3.7% | 5.2% | 7.1% | |
| Vanguard Target Retire | VTINX | Income: Multi | -6.6% | -6.6% | -6.6% | -6.6% | -6.6% | -17.0% | | 5.7% | 5.4% | 4.9% | 5.2% | 5.8% | 5.1% |
| Vanguard Wellington Inv | VWELX | Risk-Driven | -14.1% | -14.1% | -14.1% | -14.1% | -14.1% | -32.5% | | 4.7% | 7.3% | 7.3% | 8.6% | 10.0% | 7.9% |
| Vanguard Wellesley Adm | VWIAX | Income: Multi | -8.6% | -8.6% | -8.6% | -8.6% | -8.6% | -18.7% | | 5.7% | 6.3% | 6.7% | 6.7% | 7.9% | 6.9% |
| Vanguard Wellesley Inv | VWINX | Risk-Driven | -8.6% | -8.6% | -8.6% | -8.6% | -8.6% | -18.8% | | 5.7% | 6.2% | 6.6% | 6.8% | 8.0% | 6.9% |
| Vanguard LT Tax-Exempt | VWLTX | Income: Tax Exempt | -6.0% | -6.0% | -6.0% | -6.0% | -7.2% | -7.2% | | 4.9% | 4.7% | 4.5% | 4.7% | 4.7% | 4.4% |
| Vanguard Hi Div Yld ETF | VYM | Income: Equity | -24.0% | -24.0% | -24.0% | -24.0% | -24.0% | | | -6.7% | 3.6% | 6.5% | 8.2% | 11.8% | |
| WF Asset Allocation | WFAIX | Risk-Driven | -9.5% | -9.5% | -9.5% | -9.5% | -9.5% | -43.4% | | 9.4% | 8.7% | 8.0% | 10.0% | 11.7% | 7.7% |
