Sortino | 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 | 395.2% | 0.3% | 0.5% | 0.7% | 1.1% | 0.8% | -0.7% | 3.1% | 3.6% | 4.6% | 6.5% | 5.9% | |||
AQR Divers N | ADANX | Hedged: Arbitrage | 0.5% | 0.6% | 0.8% | 0.4% | 0.6% | 5.1% | 4.6% | 4.1% | 2.1% | 2.3% | |||
AlphaClone Alternative | ALFA | Hedged: Long/Short | 0.5% | 0.9% | 0.4% | 0.8% | 8.5% | 13.2% | 5.0% | 9.2% | |||||
S&P Aggressive | AOA | Risk-Driven | 0.2% | 0.5% | 0.6% | 1.0% | 1.3% | 2.1% | 5.4% | 6.0% | 7.7% | 9.8% | |||
S&P Conservative | AOK | Risk-Driven | 0.8% | 0.9% | 1.1% | 1.3% | 1.6% | 5.6% | 5.2% | 5.0% | 5.0% | 5.4% | |||
S&P Moderate | AOM | Risk-Driven | 0.6% | 0.7% | 0.9% | 1.3% | 1.5% | 4.9% | 5.3% | 5.1% | 5.7% | 6.3% | |||
S&P Growth | AOR | Risk-Driven | 0.3% | 0.6% | 0.7% | 1.1% | 1.4% | 3.5% | 5.4% | 5.6% | 6.8% | 8.0% | |||
Arbitrage I | ARBNX | Hedged: Arbitrage | 0.8% | 0.4% | 0.9% | 1.0% | 1.2% | 0.9% | 3.3% | 2.5% | 2.8% | 2.5% | 2.5% | 3.3% | |
Am Century Target Date | ARTOX | Income: Multi | 0.4% | 0.6% | 0.7% | 1.0% | 1.4% | 0.8% | 4.1% | 5.0% | 4.8% | 5.4% | 6.7% | 5.3% | |
AQR Multi-Strat Alt | ASAIX | Blended | -2.1% | -1.7% | -1.1% | -0.7% | -31.5% | -16.9% | -9.0% | -5.3% | |||||
Absolute Strategies I | ASFIX | Hedged: Abs Return | -0.1% | -0.8% | -0.6% | -0.6% | -0.2% | 0.6% | -1.5% | -1.3% | -1.3% | -0.1% | |||
Dreyfus Alpha I | AVGRX | Blended | -0.0% | 0.1% | 0.1% | 0.6% | 1.0% | 0.3% | 2.0% | 1.2% | 3.8% | 5.8% | |||
BlackRock Strat Inc Opp | BASIX | Income: Multi | 0.2% | 0.3% | 0.5% | 0.8% | 1.2% | 2.4% | 2.9% | 2.6% | 2.8% | 3.5% | |||
Ibbotson Balanced | BETFX | Risk-Driven | 0.1% | 0.3% | 0.5% | 0.8% | 1.1% | 0.7% | 3.5% | 4.3% | 5.4% | 6.5% | |||
PwrSh Sr Loan Portfolio | BKLN | Income: Float Rate | -0.4% | 0.0% | 0.3% | 0.4% | -1.8% | 1.6% | 2.1% | 2.1% | |||||
BlackRock EmMkt A | BLSAX | Hedged: Long/Short | -0.2% | 0.1% | -0.0% | -0.1% | -4.8% | 0.8% | -0.5% | -1.0% | |||||
UBS Dyn Alpha A | BNAAX | Blended | -0.3% | -0.4% | -0.5% | -0.1% | 0.3% | 0.1% | -1.7% | -1.1% | -1.7% | -0.1% | 1.8% | 1.5% | |
UBS Global Alloc | BPGLX | Global Macro | 0.1% | 0.3% | 0.4% | 0.7% | 0.9% | 0.4% | 1.0% | 3.9% | 3.7% | 5.3% | 6.3% | 4.3% | |
Robeco Long/Short I | BPLSX | Hedged: Long/Short | -0.7% | -0.6% | 0.0% | 0.1% | 0.8% | 0.8% | -8.9% | -5.0% | 0.6% | 0.9% | 5.6% | 7.4% | |
Berkshire Hathaway Inc | BRK.A | Global Macro | -1.1% | 0.1% | 0.5% | 0.7% | 1.0% | 0.8% | -16.0% | 1.6% | 5.5% | 6.9% | 8.4% | 8.1% | |
Calamos Convertible A | CCVIX | Income: Multi | 1.7% | 1.4% | 1.1% | 1.3% | 1.3% | 0.8% | 21.3% | 12.8% | 9.1% | 9.0% | 8.5% | 7.1% | |
Invesco Convertible Y | CNSDX | Income: Multi | 1.3% | 1.2% | 1.0% | 1.2% | 1.5% | 0.9% | 14.9% | 11.3% | 7.9% | 8.3% | 9.5% | 8.0% | |
Columbia Thermostat Z | COTZX | Risk-Driven | 52937.8% | 6.0% | 3.9% | 4.3% | 3.0% | 0.9% | 21.0% | 10.7% | 7.8% | 7.4% | 9.4% | 7.0% | |
IQ CPI Hedge ETF | CPI | Hedged: Abs Return | -0.3% | -0.1% | 0.1% | 0.3% | 0.3% | -0.4% | 1.3% | 1.3% | 1.4% | 1.3% | |||
ProShares Lg Cap | CSM | Hedged: 130-30 | 0.2% | 0.5% | 0.8% | 1.1% | 1.4% | 2.4% | 7.3% | 9.0% | 11.0% | 13.1% | |||
Calamos Global Growth | CVLOX | Income: Global | 0.6% | 0.6% | 0.6% | 0.8% | 0.9% | 0.6% | 8.0% | 6.6% | 5.5% | 6.2% | 6.5% | 6.2% | |
Calamos Market Neu Inc | CVSIX | Hedged: Mkt Neutral | 0.6% | 0.9% | 1.2% | 1.5% | 1.8% | 0.7% | 3.1% | 3.6% | 3.5% | 3.6% | 4.3% | 3.6% | |
Gugg Multi-Asset | CVY | Income: Multi | -0.6% | -0.1% | 0.0% | 0.0% | 0.4% | -22.7% | -4.1% | -0.6% | -0.3% | 4.5% | |||
Barclays Conv Bond | CWB | Income: Multi | 1.3% | 1.0% | 1.1% | 1.3% | 1.4% | 18.1% | 11.0% | 10.0% | 10.4% | 10.4% | |||
WisdmTr EM HiYld | DEM | Income: Equity | -0.6% | 0.0% | 0.1% | 0.1% | 0.2% | -15.0% | 0.3% | 0.7% | 0.0% | 1.8% | |||
WisdmTr EM SmCap | DGS | Income: Equity | -0.5% | -0.1% | 0.2% | 0.1% | 0.3% | -13.6% | -1.5% | 1.5% | 1.0% | 3.1% | |||
Diamond Hill Long-Short I | DHLSX | Hedged: Long/Short | -0.4% | 0.0% | 0.2% | 0.5% | 0.8% | 0.6% | -8.1% | 0.6% | 2.6% | 4.4% | 6.6% | 5.2% | |
WisdomTree ex-US | DLN | Income: Equity | -0.0% | 0.5% | 0.8% | 1.0% | 1.5% | -1.3% | 6.3% | 8.0% | 9.3% | 12.3% | |||
WisdmTr Intl SmCap | DLS | Income: Equity | -0.4% | -0.2% | 0.1% | 0.4% | 0.6% | -11.6% | -4.0% | 1.6% | 4.1% | 6.7% | |||
Dodge & Cox Balanced | DODBX | Risk-Driven | -0.0% | 0.2% | 0.5% | 0.8% | 1.2% | 0.6% | -1.4% | 2.7% | 5.0% | 7.0% | 9.5% | 6.2% | |
DFA Select Hedged | DSHGX | Global Macro | -0.0% | 0.2% | 0.4% | 0.7% | -2.6% | 3.3% | 4.9% | 7.4% | |||||
WisdmTr Top 100 | DTN | Income: Equity | -0.4% | 0.0% | 0.3% | 0.6% | 1.1% | -10.7% | -0.1% | 3.7% | 5.9% | 10.3% | |||
MFS Target Return A | DVRAX | Hedged: Abs Return | 0.3% | 0.5% | 0.2% | 0.5% | 1.1% | 2.5% | 3.4% | 1.7% | 2.6% | 3.8% | |||
iShares Select Dividend | DVY | Income: Equity | -0.6% | -0.1% | 0.4% | 0.7% | 1.1% | 0.5% | -15.5% | -0.8% | 5.0% | 6.9% | 10.4% | 5.5% | |
SPDR S&P Int'l | DWX | Income: Equity | -0.6% | -0.1% | 0.0% | 0.1% | 0.3% | -11.9% | -1.1% | 0.2% | 0.9% | 2.2% | |||
EatonVance GlobalMacro | EIGMX | Hedged: Abs Return | 0.6% | 0.2% | 0.6% | 0.7% | 0.7% | 1.2% | 4.9% | 2.5% | 2.9% | 2.7% | 2.4% | 4.1% | |
Fidelity Balanced | FBALX | Risk-Driven | 0.9% | 0.9% | 1.0% | 1.4% | 1.6% | 0.9% | 10.6% | 9.3% | 8.3% | 9.7% | 10.5% | 7.8% | |
Fidelity Convertibles | FCVSX | Income: Multi | 1.4% | 1.4% | 0.9% | 1.1% | 1.3% | 0.7% | 15.4% | 11.9% | 7.7% | 8.2% | 9.8% | 7.8% | |
Fidelity Equity | FEQTX | Income: Equity | -0.2% | 0.2% | 0.4% | 0.7% | 1.0% | 0.5% | -5.4% | 2.4% | 4.9% | 6.9% | 9.6% | 5.3% | |
Fidelity Muni | FHIGX | Income: Tax Exempt | 0.3% | 0.7% | 0.8% | 1.1% | 1.2% | 0.9% | 2.7% | 4.1% | 3.8% | 4.2% | 4.3% | 4.2% | |
Nuveen Amer Muni | FLAAX | Income: Tax Exempt | 0.3% | 0.7% | 0.8% | 1.1% | 1.3% | 0.9% | 3.1% | 4.3% | 4.2% | 4.8% | 5.2% | 4.7% | |
FPA Crescent | FPACX | Risk-Driven | -0.2% | 0.1% | 0.4% | 0.6% | 1.0% | 0.8% | -4.2% | 2.1% | 4.0% | 5.6% | 7.7% | 6.8% | |
Fidelity Puritan | FPURX | Risk-Driven | 1.1% | 1.0% | 1.1% | 1.5% | 1.7% | 1.0% | 11.1% | 9.6% | 8.3% | 9.8% | 10.6% | 7.8% | |
Fidelity Strategic | FSDIX | Income: Equity | 0.1% | 0.5% | 0.8% | 1.0% | 1.5% | 0.6% | 0.9% | 5.4% | 6.8% | 7.6% | 10.2% | 6.7% | |
FundX Upgrader | FUNDX | Momentum | 0.5% | 0.8% | 0.7% | 1.0% | 1.2% | 0.6% | 6.3% | 10.3% | 7.5% | 9.6% | 10.7% | 7.0% | |
First Trust Focus 5 | FV | Sector Rotation | 0.5% | 0.7% | 0.5% | 6.4% | 9.5% | 6.2% | |||||||
Gabelli ABC AAA | GABCX | Hedged: Mkt Neutral | -0.2% | -0.1% | 0.3% | 0.6% | 1.2% | 1.1% | 0.2% | 1.3% | 1.8% | 2.0% | 2.8% | 3.5% | |
Natixis ASG Global | GAFYX | Hedged: Abs Return | -0.8% | -0.0% | -0.3% | 0.2% | 0.5% | -4.2% | 1.2% | -0.8% | 1.5% | 2.9% | |||
Goldman Sachs Instl | GARTX | Hedged: Abs Return | -0.5% | 0.0% | 0.2% | 0.5% | 0.5% | -3.1% | 1.6% | 1.8% | 2.7% | 2.4% | |||
Aberdeen Opti Alloc | GASIX | Blended | -0.4% | -0.2% | -0.2% | 0.3% | 0.7% | 0.4% | -2.4% | 0.6% | 0.3% | 1.8% | 4.2% | 3.6% | |
GMO Benchm-Free | GBMFX | Global Macro | -0.5% | -0.1% | 0.0% | 0.3% | 0.7% | 0.8% | -5.7% | 0.2% | 0.8% | 2.1% | 4.2% | 5.3% | |
Goldman Dynamic | GDIFX | Global Macro | -1.0% | -0.4% | -0.0% | 0.2% | 0.5% | -4.3% | -0.2% | 0.7% | 1.7% | 2.8% | |||
Leuthold Global | GLBIX | Global Macro | -0.2% | -0.2% | 0.0% | 0.5% | 0.8% | -1.4% | -0.3% | 1.1% | 3.1% | 5.0% | |||
GMO Global Alloc | GMWAX | Global Macro | -0.4% | 0.0% | 0.3% | 0.5% | 0.9% | 0.6% | -4.3% | 1.4% | 2.5% | 3.7% | 5.5% | 5.0% | |
Goldman Sachs Strat Inc | GSZAX | Income: Multi | 0.2% | -0.1% | -0.0% | 0.0% | 0.5% | 2.1% | 0.9% | 0.9% | 0.7% | 2.0% | |||
Hedge Replication | HDG | Blended | 0.1% | 0.1% | 0.1% | 0.4% | 1.2% | 1.7% | 1.6% | 2.1% | |||||
iShares Hi Div Equity | HDV | Income: Equity | -0.5% | 0.2% | 0.5% | 0.7% | -10.5% | 2.9% | 5.7% | 6.7% | |||||
Hancock Horizon Inst | HHQTX | Hedged: Long/Short | -0.6% | -0.2% | -0.0% | 0.4% | 0.9% | -6.8% | -0.6% | 0.5% | 3.4% | 7.0% | |||
ETF: SPDR Inc Alloc | INKM | Income: Multi | -0.2% | 0.1% | 0.3% | 0.4% | -4.5% | 2.1% | 3.4% | 3.6% | |||||
Ivy Asset Strategy | IVAEX | Global Macro | 0.1% | 0.1% | -0.0% | 0.2% | 0.4% | 0.6% | 0.3% | 0.9% | -0.7% | 1.6% | 4.3% | 6.5% | |
IVA Worldwide | IVWIX | Global Macro | -0.6% | -0.2% | 0.1% | 0.4% | 0.8% | -9.0% | -1.0% | 1.5% | 3.4% | 5.2% | |||
iSh MultiAsset Income | IYLD | Income: Multi | -0.3% | -0.0% | 0.3% | 0.4% | -6.6% | 0.5% | 2.9% | 3.5% | |||||
Janus Balanced | JANBX | Risk-Driven | 0.8% | 1.3% | 1.3% | 1.6% | 1.8% | 1.3% | 8.5% | 10.4% | 8.8% | 9.3% | 10.0% | 8.5% | |
Jhancock Global Abs Ret I | JHAIX | Hedged: Abs Return | 0.2% | -0.0% | -0.1% | 0.4% | 1.9% | 1.5% | 0.6% | 1.8% | |||||
JPMorgan Mkt Neutral A | JMNAX | Hedged: Mkt Neutral | 1.8% | 0.9% | 0.4% | 0.4% | 0.2% | 0.3% | 8.0% | 4.3% | 2.3% | 2.0% | 1.1% | 2.0% | |
KCM MacroTrends | KCMTX | Hedged: Long/Short | -1.0% | 0.3% | 0.3% | 0.7% | 0.7% | -8.4% | 4.0% | 3.0% | 5.9% | 6.0% | |||
Inst: Forward Select | KIFYX | Income: Multi | -0.3% | -0.2% | 0.1% | 0.2% | 0.6% | 0.3% | -13.8% | -3.8% | 0.4% | 2.6% | 6.0% | 3.8% | |
Columbia Div Income | LBSAX | Income: Equity | 0.0% | 0.6% | 0.9% | 1.1% | 1.6% | 0.9% | 0.2% | 7.4% | 9.1% | 9.7% | 12.0% | 8.4% | |
Invesco Divers Dividend | LCEIX | Income: Equity | -0.4% | 0.0% | 0.4% | 0.7% | 1.2% | 0.6% | -7.7% | 1.0% | 4.0% | 6.5% | 9.6% | 6.8% | |
Leuthold Core | LCORX | Global Macro | 0.3% | 0.4% | 0.6% | 1.1% | 1.1% | 0.7% | 2.9% | 3.5% | 4.0% | 6.2% | 6.5% | 5.9% | |
Lord Abbett Float Rate | LFRAX | Income: Float Rate | -0.5% | -0.2% | 0.1% | 0.3% | 0.6% | -7.5% | -0.2% | 1.6% | 2.1% | 3.5% | |||
Loomis Global Eq A | LGMAX | Income: Global | 0.6% | 0.9% | 1.0% | 1.2% | 1.4% | 0.8% | 6.4% | 9.0% | 8.2% | 8.7% | 10.1% | 8.5% | |
Loomis Global Eq Y | LSWWX | Global Macro | 0.6% | 0.9% | 1.0% | 1.3% | 1.4% | 0.9% | 6.6% | 9.2% | 8.4% | 9.2% | 10.5% | 8.9% | |
BlackRock Global I | MALOX | Global Macro | 0.7% | 0.5% | 0.6% | 0.9% | 1.0% | 0.8% | 6.9% | 4.9% | 4.5% | 5.4% | 6.4% | 6.5% | |
IQ Hedge Macro ETF | MCRO | Blended | 0.3% | 0.1% | 0.2% | 0.1% | 0.1% | 2.5% | 1.8% | 1.7% | 1.1% | 1.0% | |||
BlackRock Eq Dividend | MDDVX | Income: Equity | -0.2% | 0.3% | 0.6% | 0.8% | 1.2% | 0.7% | -4.9% | 3.6% | 6.7% | 7.7% | 10.3% | 7.5% | |
FirstTrust Multi-Asset | MDIV | Income: Multi | -0.6% | -0.2% | -0.1% | 0.0% | -21.2% | -5.0% | -1.4% | -0.4% | |||||
BlackRock Nat'l Muni | MDNLX | Income: Tax Exempt | 0.3% | 0.5% | 0.7% | 1.1% | 1.3% | 0.9% | 2.5% | 3.3% | 3.2% | 3.7% | 4.2% | 4.1% | |
MainStay Marketfield A | MFADX | Hedged: Long/Short | 0.4% | 0.2% | 0.1% | -0.1% | 0.5% | 4.0% | 3.1% | 1.0% | -0.3% | 3.3% | |||
MFS Global Tot Ret | MFWIX | Global Macro | 0.1% | 0.3% | 0.6% | 0.9% | 1.3% | 0.8% | 1.2% | 3.7% | 4.7% | 5.7% | 7.3% | 6.3% | |
Aberdeen Long-Short A | MLSAX | Hedged: Long/Short | 0.9% | 1.0% | 0.8% | 0.8% | 0.8% | 0.7% | 12.4% | 11.7% | 8.0% | 6.5% | 5.9% | 5.0% | |
IQ Merger Arbitrage | MNA | Hedged: Arbitrage | -0.1% | -0.1% | 0.3% | 0.6% | 0.6% | -0.1% | 0.8% | 2.1% | 3.0% | 2.6% | |||
MainStay Int'l Opp | MYITX | Hedged: 130-30 | -0.5% | -0.4% | -0.2% | 0.1% | 0.5% | -9.8% | -5.5% | -2.4% | 1.3% | 5.0% | |||
Grimaldi Sector | NAVFX | Sector Rotation | 0.1% | 0.5% | 0.5% | 0.8% | 1.2% | 6.9% | 6.0% | 8.0% | |||||
Neuberger Berman Eq Inc | NBHAX | Income: Global | -0.4% | 0.1% | 0.4% | 0.6% | 0.9% | -7.6% | 2.3% | 4.6% | 5.5% | 7.6% | |||
Nuveen Preferred I | NPSRX | Income: Multi | 0.0% | 0.2% | 0.5% | 0.8% | 1.3% | 0.1% | 2.4% | 4.5% | 5.2% | 7.5% | |||
Putnam Abs Ret 100 Y | PARYX | Hedged: Abs Return | 0.4% | 0.7% | 0.9% | 0.9% | 0.9% | 2.9% | 3.3% | 2.7% | 2.3% | 1.9% | |||
PIMCO All-Asset | PAUIX | Global Macro | -0.4% | -0.2% | 0.0% | 0.0% | 0.3% | 0.4% | -7.2% | -1.0% | 0.8% | 0.7% | 2.2% | 3.6% | |
Putnam 700 Y | PDMYX | Hedged: Abs Return | -1.9% | -0.7% | -0.3% | 0.2% | 0.6% | -8.3% | -1.8% | -0.2% | 1.6% | 2.5% | |||
DWA Tech Leaders | PDP | Blended | 0.9% | 1.0% | 0.9% | 1.3% | 1.6% | 12.1% | 13.2% | 9.8% | 12.0% | 14.3% | |||
iShr Preferred ETF | PFF | Income: Multi | -0.0% | 0.1% | 0.4% | 0.7% | 1.0% | -0.7% | 1.5% | 3.2% | 4.2% | 5.5% | |||
PIMCO Global Multi | PGAIX | Global Macro | |||||||||||||
PowerSh Preferred ETF | PGX | Income: Multi | 0.1% | 0.3% | 0.8% | 1.1% | 1.5% | 1.4% | 3.2% | 5.1% | 5.7% | 6.6% | |||
PowerShares Intl Div | PID | Income: Equity | -0.8% | -0.2% | -0.1% | 0.0% | 0.3% | -22.0% | -3.6% | -2.7% | -0.4% | 3.2% | |||
Principal GlobMultiStrat | PMSAX | Blended | -0.2% | -0.1% | 0.1% | 0.4% | -0.8% | 0.9% | 1.3% | 2.1% | |||||
Pimco Income P | PONPX | Income: Multi | -0.0% | 0.4% | 0.9% | 1.3% | 2.3% | 0.6% | 3.2% | 4.6% | 5.2% | 7.4% | |||
Principal Preferred | PPSIX | Income: Multi | 0.2% | 0.3% | 0.7% | 0.9% | 1.4% | 0.6% | 2.1% | 3.2% | 4.8% | 5.4% | 7.0% | 5.8% | |
T. Rowe Equity Income | PRFDX | Income: Equity | -0.5% | 0.1% | 0.4% | 0.5% | 0.9% | 0.5% | -11.2% | 0.9% | 4.2% | 5.7% | 9.1% | 5.8% | |
T. Rowe Summit Muni | PRINX | Income: Tax Exempt | 0.2% | 0.5% | 0.7% | 1.1% | 1.2% | 0.9% | 2.3% | 3.5% | 3.6% | 4.1% | 4.4% | 4.3% | |
T. Rowe Global Bond | PRSNX | Income: Multi | 0.3% | 0.5% | 0.8% | 0.9% | 1.1% | 3.6% | 4.4% | 4.6% | 4.3% | 4.7% | |||
iSh Global Energy | PWC | Blended | -0.4% | 0.2% | 0.4% | 0.8% | 1.1% | 0.5% | -8.5% | 2.7% | 4.6% | 8.1% | 11.2% | 6.3% | |
Putnam Abs Ret 300 Y | PYTRX | Hedged: Abs Return | -0.0% | 0.3% | 0.4% | 0.5% | 0.6% | 0.5% | 2.7% | 2.6% | 2.4% | 2.3% | |||
IQ Hedge Multi-Strat | QAI | Blended | 0.1% | 0.2% | 0.1% | 0.4% | 0.6% | 1.6% | 2.3% | 1.4% | 2.2% | 2.4% | |||
IQ Hedge ETF | QMN | Hedged: Mkt Neutral | 0.1% | 0.1% | 0.1% | 0.2% | 1.3% | 1.8% | 1.4% | 1.4% | |||||
RAFI Long-Short | RALS | Hedged: Long/Short | -2.2% | -1.7% | -1.3% | -1.0% | -9.2% | -4.7% | -3.6% | -2.6% | |||||
RiverFront GlobalGro | RLTSX | Global Macro | -0.1% | 0.0% | 0.2% | 0.4% | 0.6% | -3.5% | 0.1% | 1.9% | 4.5% | 6.0% | |||
MultiAsset ETF | RLY | Hedged: Abs Return | -0.7% | -0.2% | -0.2% | -0.1% | -12.9% | -1.3% | -1.7% | -1.3% | |||||
Hundredfold Select | SFHYX | Blended | 9.2% | 1.9% | 2.2% | 2.2% | 2.6% | 1.8% | 14.8% | 7.6% | 7.0% | 6.1% | 6.8% | 6.5% | |
Sound Mind Investing | SMIFX | Momentum | -0.2% | 0.2% | 0.3% | 0.6% | 0.9% | -3.7% | 3.1% | 3.6% | 6.1% | 8.3% | |||
Schwab Div Equity | SWDSX | Income: Equity | -0.5% | -0.0% | 0.2% | 0.5% | 0.9% | 0.5% | -12.7% | -0.6% | 2.0% | 5.0% | 8.8% | 5.6% | |
Schwab Hedged Eq | SWHEX | Hedged: Long/Short | -0.6% | -0.3% | 0.1% | 0.5% | 0.8% | 0.4% | -6.7% | -1.4% | 1.7% | 4.0% | 5.4% | 3.7% | |
Schwab Balanced | SWOBX | Risk-Driven | 0.7% | 0.9% | 0.9% | 1.3% | 1.6% | 0.8% | 7.1% | 7.8% | 6.9% | 8.3% | 9.2% | 6.3% | |
Thornburg Inv Income A | TIBAX | Income: Global | -0.4% | 0.0% | 0.2% | 0.4% | 0.7% | 0.6% | -8.9% | 1.0% | 1.9% | 3.8% | 6.1% | 6.1% | |
Thornburg Inv Income Y | TIBIX | Global Macro | -0.4% | 0.1% | 0.2% | 0.5% | 0.8% | 0.6% | -8.7% | 1.1% | 2.2% | 4.6% | 6.8% | 6.7% | |
T. Rowe Retire Balanced | TRRIX | Income: Multi | 0.4% | 0.6% | 0.8% | 1.0% | 1.3% | 0.8% | 4.3% | 5.1% | 5.0% | 5.3% | 6.2% | 5.3% | |
Vanguard LifeStrat Growth | VASGX | Risk-Driven | 0.3% | 0.6% | 0.7% | 1.0% | 1.3% | 0.6% | 3.6% | 6.4% | 6.6% | 8.0% | 9.4% | 6.5% | |
Vanguard LifeStrategy | VASIX | Income: Multi | 1.4% | 1.4% | 1.6% | 1.9% | 2.2% | 1.2% | 6.7% | 5.6% | 5.0% | 5.1% | 5.2% | 4.7% | |
Vanguard Balanced | VBIAX | Risk-Driven | 0.8% | 1.0% | 1.1% | 1.5% | 1.9% | 1.0% | 8.3% | 8.6% | 8.0% | 9.0% | 10.1% | 7.5% | |
Vanguard Equity | VEIPX | Income: Equity | -0.3% | 0.3% | 0.7% | 0.9% | 1.4% | 0.8% | -5.5% | 4.3% | 7.1% | 8.4% | 11.9% | 7.9% | |
VALIC Global Strat | VGLSX | Global Macro | -0.4% | -0.2% | 0.0% | 0.4% | 0.8% | -4.4% | -0.6% | 0.8% | 3.4% | 6.1% | |||
Vanguard STAR Inv | VGSTX | Risk-Driven | 0.8% | 0.9% | 1.0% | 1.3% | 1.6% | 0.9% | 9.2% | 8.2% | 7.5% | 8.6% | 9.6% | 7.2% | |
ValueLine AssetAlloc | VLAAX | Risk-Driven | 0.8% | 1.4% | 1.4% | 1.7% | 2.0% | 1.0% | 8.2% | 11.8% | 9.8% | 10.2% | 11.8% | 8.2% | |
Vanguard Market Neutral | VMNFX | Hedged: Mkt Neutral | -1.1% | -1.4% | -0.7% | -0.3% | -0.0% | -0.2% | -3.9% | -5.2% | -2.3% | -0.7% | 0.4% | 0.5% | |
Vanguard Managed Payout | VPGDX | Income: Multi | -0.2% | 0.2% | 0.4% | 0.8% | 1.1% | -2.1% | 2.7% | 3.7% | 5.2% | 7.1% | |||
Vanguard Target Retire | VTINX | Income: Multi | 0.8% | 1.0% | 1.2% | 1.5% | 1.9% | 1.1% | 5.7% | 5.4% | 4.9% | 5.2% | 5.8% | 5.1% | |
Vanguard Wellington Inv | VWELX | Risk-Driven | 0.4% | 0.8% | 1.0% | 1.4% | 1.7% | 1.0% | 4.7% | 7.3% | 7.3% | 8.6% | 10.0% | 7.9% | |
Vanguard Wellesley Adm | VWIAX | Income: Multi | 0.7% | 1.0% | 1.4% | 1.7% | 2.3% | 1.4% | 5.7% | 6.3% | 6.7% | 6.7% | 7.9% | 6.9% | |
Vanguard Wellesley Inv | VWINX | Risk-Driven | 0.7% | 1.0% | 1.4% | 1.7% | 2.3% | 1.4% | 5.7% | 6.2% | 6.6% | 6.8% | 8.0% | 6.9% | |
Vanguard LT Tax-Exempt | VWLTX | Income: Tax Exempt | 0.8% | 1.0% | 1.1% | 1.4% | 1.5% | 1.0% | 4.9% | 4.7% | 4.5% | 4.7% | 4.7% | 4.4% | |
Vanguard Hi Div Yld ETF | VYM | Income: Equity | -0.3% | 0.3% | 0.6% | 0.9% | 1.4% | -6.7% | 3.6% | 6.5% | 8.2% | 11.8% | |||
WF Asset Allocation | WFAIX | Risk-Driven | 1.2% | 1.1% | 1.3% | 1.9% | 2.4% | 0.9% | 9.4% | 8.7% | 8.0% | 10.0% | 11.7% | 7.7% |