VizMetrics Inc. - Better visibility. Better results.

Tactical: Managed, ranked by Total Return

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.
   Total Return VizMetrics Score
Recipe NameIDCategoryYear-to-dateJun 2020    1 year3 year5 year7 year10 year15 year 1 year3 year5 year7 year10 year15 year
  Group average-5.4%1.4%-0.7%3.1%3.6%4.6%6.5%5.9% 607579889388
 
AQR Divers NADANXHedged: Arbitrage2.4%4.7%5.1%4.6%4.1%2.1%2.3%  7693969193 
AlphaClone AlternativeALFAHedged: Long/Short-3.1%3.9%8.5%13.2%5.0%9.2%   58825984  
S&P AggressiveAOARisk-Driven-5.0%2.6%2.1%5.4%6.0%7.7%9.8%  62788497100 
S&P ConservativeAOKRisk-Driven1.3%1.5%5.6%5.2%5.0%5.0%5.4%  8198100100100 
S&P ModerateAOMRisk-Driven-0.1%1.6%4.9%5.3%5.1%5.7%6.3%  799599100100 
S&P GrowthAORRisk-Driven-2.6%2.2%3.5%5.4%5.6%6.8%8.0%  708692100100 
Arbitrage IARBNXHedged: Arbitrage0.8%-0.1%3.3%2.5%2.8%2.5%2.5%3.3% 8396100100100100
Am Century Target DateARTOXIncome: Multi-0.6%1.4%4.1%5.0%4.8%5.4%6.7%5.3% 75909410010097
AQR Multi-Strat AltASAIXBlended-28.4%-1.2%-31.5%-16.9%-9.0%-5.3%   552448  
Absolute Strategies IASFIXHedged: Abs Return2.3%-0.5%0.6%-1.5%-1.3%-1.3%-0.1%  7878778185 
Dreyfus Alpha IAVGRXBlended-4.3%1.3%0.3%2.0%1.2%3.8%5.8%  6979769197 
BlackRock Strat Inc OppBASIXIncome: Multi0.1%1.5%2.4%2.9%2.6%2.8%3.5%  75919498100 
Ibbotson BalancedBETFXRisk-Driven-4.4%1.5%0.7%3.5%4.3%5.4%6.5%  6479869599 
PwrSh Sr Loan PortfolioBKLNIncome: Float Rate-4.8%0.2%-1.8%1.6%2.1%2.1%   67848993  
BlackRock EmMkt ABLSAXHedged: Long/Short-10.9%7.6%-4.8%0.8%-0.5%-1.0%   41494856  
UBS Dyn Alpha ABNAAXBlended-4.5%0.5%-1.7%-1.1%-1.7%-0.1%1.8%1.5% 657267798577
UBS Global AllocBPGLXGlobal Macro-4.9%1.5%1.0%3.9%3.7%5.3%6.3%4.3% 647980929374
Robeco Long/Short IBPLSXHedged: Long/Short-13.1%-0.7%-8.9%-5.0%0.6%0.9%5.6%7.4% 464564719190
Berkshire Hathaway IncBRK.AGlobal Macro-21.3%-4.1%-16.0%1.6%5.5%6.9%8.4%8.1% 315975869384
Calamos Convertible ACCVIXIncome: Multi14.3%5.3%21.3%12.8%9.1%9.0%8.5%7.1% 9510010010010092
Invesco Convertible YCNSDXIncome: Multi9.8%3.3%14.9%11.3%7.9%8.3%9.5%8.0% 861009710010094
Columbia Thermostat ZCOTZXRisk-Driven15.2%1.4%21.0%10.7%7.8%7.4%9.4%7.0% 10010010010010095
IQ CPI Hedge ETFCPIHedged: Abs Return-2.7%0.5%-0.4%1.3%1.3%1.4%1.3%  7589919493 
ProShares Lg CapCSMHedged: 130-30-7.3%1.3%2.4%7.3%9.0%11.0%13.1%  55728499100 
Calamos Global GrowthCVLOXIncome: Global3.7%5.3%8.0%6.6%5.5%6.2%6.5%6.2% 718182919384
Calamos Market Neu IncCVSIXHedged: Mkt Neutral1.0%1.1%3.1%3.6%3.5%3.6%4.3%3.6% 829910010010097
Gugg Multi-AssetCVYIncome: Multi-28.2%1.3%-22.7%-4.1%-0.6%-0.3%4.5%  014254059 
Barclays Conv BondCWBIncome: Multi10.0%6.6%18.1%11.0%10.0%10.4%10.4%  8694100100100 
WisdmTr EM HiYldDEMIncome: Equity-20.0%2.0%-15.0%0.3%0.7%0.0%1.8%  2246424646 
WisdmTr EM SmCapDGSIncome: Equity-17.1%5.3%-13.6%-1.5%1.5%1.0%3.1%  2235425048 
Diamond Hill Long-Short IDHLSXHedged: Long/Short-13.0%1.7%-8.1%0.6%2.6%4.4%6.6%5.2% 405665809082
WisdomTree ex-USDLNIncome: Equity-11.0%0.5%-1.3%6.3%8.0%9.3%12.3%  50728596100 
WisdmTr Intl SmCapDLSIncome: Equity-20.4%1.8%-11.6%-4.0%1.6%4.1%6.7%  2329476674 
Dodge & Cox BalancedDODBXRisk-Driven-8.7%1.8%-1.4%2.7%5.0%7.0%9.5%6.2% 5165779210080
DFA Select Hedged DSHGXGlobal Macro-10.6%3.0%-2.6%3.3%4.9%7.4%   44586684  
WisdmTr Top 100DTNIncome: Equity-18.8%0.7%-10.7%-0.1%3.7%5.9%10.3%  2742587697 
MFS Target Return ADVRAXHedged: Abs Return-1.2%1.1%2.5%3.4%1.7%2.6%3.8%  77938794100 
iShares Select DividendDVYIncome: Equity-21.8%-1.3%-15.5%-0.8%5.0%6.9%10.4%5.5% 204166819968
SPDR S&P Int'lDWXIncome: Equity-15.8%3.1%-11.9%-1.1%0.2%0.9%2.2%  3251525953 
EatonVance GlobalMacroEIGMXHedged: Abs Return-0.2%1.1%4.9%2.5%2.9%2.7%2.4%4.1% 7989959796100
Fidelity BalancedFBALXRisk-Driven1.9%2.7%10.6%9.3%8.3%9.7%10.5%7.8% 79949710010095
Fidelity ConvertiblesFCVSXIncome: Multi6.1%3.0%15.4%11.9%7.7%8.2%9.8%7.8% 891009510010077
Fidelity EquityFEQTXIncome: Equity-14.5%0.8%-5.4%2.4%4.9%6.9%9.6%5.3% 405567839366
Fidelity MuniFHIGXIncome: Tax Exempt0.4%1.9%2.7%4.1%3.8%4.2%4.3%4.2% 769597100100100
Nuveen Amer MuniFLAAXIncome: Tax Exempt0.6%2.0%3.1%4.3%4.2%4.8%5.2%4.7% 75959710010099
FPA CrescentFPACXRisk-Driven-8.6%3.5%-4.2%2.1%4.0%5.6%7.7%6.8% 456171869690
Fidelity PuritanFPURXRisk-Driven3.8%2.7%11.1%9.6%8.3%9.8%10.6%7.8% 849810010010097
Fidelity StrategicFSDIXIncome: Equity-6.0%0.6%0.9%5.4%6.8%7.6%10.2%6.7% 6180919910079
FundX UpgraderFUNDXMomentum-0.5%2.7%6.3%10.3%7.5%9.6%10.7%7.0% 6786819610075
First Trust Focus 5FVSector Rotation2.0%0.2%6.4%9.5%6.2%    647666   
Gabelli ABC AAAGABCXHedged: Mkt Neutral-1.9%0.9%0.2%1.3%1.8%2.0%2.8%3.5% 75899498100100
Natixis ASG GlobalGAFYXHedged: Abs Return-7.4%0.3%-4.2%1.2%-0.8%1.5%2.9%  6480708386 
Goldman Sachs Instl GARTXHedged: Abs Return-5.9%0.8%-3.1%1.6%1.8%2.7%2.4%  6482859291 
Aberdeen Opti AllocGASIXBlended-4.1%0.8%-2.4%0.6%0.3%1.8%4.2%3.6% 658181919173
GMO Benchm-FreeGBMFXGlobal Macro-9.5%1.3%-5.7%0.2%0.8%2.1%4.2%5.3% 526972839296
Goldman DynamicGDIFXGlobal Macro-4.8%-1.8%-4.3%-0.2%0.7%1.7%2.8%  6680828889 
Leuthold GlobalGLBIXGlobal Macro-4.3%0.5%-1.4%-0.3%1.1%3.1%5.0%  6369758892 
GMO Global AllocGMWAXGlobal Macro-7.1%2.2%-4.3%1.4%2.5%3.7%5.5%5.0% 547177879590
Goldman Sachs Strat IncGSZAXIncome: Multi1.1%1.4%2.1%0.9%0.9%0.7%2.0%  7281838791 
Hedge ReplicationHDGBlended-1.8%1.8%1.2%1.7%1.6%2.1%   73838591  
iShares Hi Div EquityHDVIncome: Equity-15.2%-2.3%-10.5%2.9%5.7%6.7%   34607586  
Hancock Horizon InstHHQTXHedged: Long/Short-11.2%0.5%-6.8%-0.6%0.5%3.4%7.0%  4961668393 
ETF: SPDR Inc AllocINKMIncome: Multi-9.5%2.2%-4.5%2.1%3.4%3.6%   46677582  
Ivy Asset StrategyIVAEXGlobal Macro-5.3%3.5%0.3%0.9%-0.7%1.6%4.3%6.5% 544339586375
IVA WorldwideIVWIXGlobal Macro-12.3%1.5%-9.0%-1.0%1.5%3.4%5.2%  4460718591 
iSh MultiAsset IncomeIYLDIncome: Multi-11.3%2.3%-6.6%0.5%2.9%3.5%   39576979  
Janus BalancedJANBXRisk-Driven-0.1%2.1%8.5%10.4%8.8%9.3%10.0%8.5% 79100100100100100
Jhancock Global Abs Ret IJHAIXHedged: Abs Return-1.3%-1.6%1.9%1.5%0.6%1.8%   80908794  
JPMorgan Mkt Neutral AJMNAXHedged: Mkt Neutral8.4%-0.8%8.0%4.3%2.3%2.0%1.1%2.0% 909994959094
KCM MacroTrendsKCMTXHedged: Long/Short-8.2%1.4%-8.4%4.0%3.0%5.9%6.0%  5375728885 
Inst: Forward SelectKIFYXIncome: Multi-17.8%3.1%-13.8%-3.8%0.4%2.6%6.0%3.8% 112440607750
Columbia Div IncomeLBSAXIncome: Equity-8.7%0.1%0.2%7.4%9.1%9.7%12.0%8.4% 58819410010091
Invesco Divers DividendLCEIXIncome: Equity-15.0%0.4%-7.7%1.0%4.0%6.5%9.6%6.8% 4057718810081
Leuthold CoreLCORXGlobal Macro-1.7%0.9%2.9%3.5%4.0%6.2%6.5%5.9% 72859010010087
Lord Abbett Float RateLFRAXIncome: Float Rate-9.5%0.8%-7.5%-0.2%1.6%2.1%3.5%  4565758390 
Loomis Global Eq ALGMAXIncome: Global-0.6%1.5%6.4%9.0%8.2%8.7%10.1%8.5% 73949810010090
Loomis Global Eq YLSWWXGlobal Macro-0.5%1.5%6.6%9.2%8.4%9.2%10.5%8.9% 73959910010092
BlackRock Global IMALOXGlobal Macro0.5%2.1%6.9%4.9%4.5%5.4%6.4%6.5% 768688979894
IQ Hedge Macro ETFMCROBlended-0.3%1.9%2.5%1.8%1.7%1.1%1.0%  7585878783 
BlackRock Eq DividendMDDVXIncome: Equity-13.8%-0.2%-4.9%3.6%6.7%7.7%10.3%7.5% 4462788910084
FirstTrust Multi-AssetMDIVIncome: Multi-24.7%-0.3%-21.2%-5.0%-1.4%-0.4%   0183046  
BlackRock Nat'l MuniMDNLXIncome: Tax Exempt0.4%1.6%2.5%3.3%3.2%3.7%4.2%4.1% 779497100100100
MainStay Marketfield AMFADXHedged: Long/Short-0.1%1.1%4.0%3.1%1.0%-0.3%3.3%  6772676882 
MFS Global Tot RetMFWIXGlobal Macro-4.6%1.8%1.2%3.7%4.7%5.7%7.3%6.3% 6682899710094
Aberdeen Long-Short AMLSAXHedged: Long/Short-0.1%1.1%12.4%11.7%8.0%6.5%5.9%5.0% 779290919190
IQ Merger ArbitrageMNAHedged: Arbitrage-5.0%1.1%-0.1%0.8%2.1%3.0%2.6%  6779869492 
MainStay Int'l OppMYITXHedged: 130-30-14.1%4.1%-9.8%-5.5%-2.4%1.3%5.0%  3431366067 
Grimaldi SectorNAVFXSector Rotation-5.5%2.0%1.2%6.9%6.0%8.0%   54717389  
Neuberger Berman Eq IncNBHAXIncome: Global-12.9%0.2%-7.6%2.3%4.6%5.5%7.6%  4062738494 
Nuveen Preferred INPSRXIncome: Multi-5.9%1.0%0.1%2.4%4.5%5.2%7.5%  56728594100 
Putnam Abs Ret 100 YPARYXHedged: Abs Return1.5%1.1%2.9%3.3%2.7%2.3%1.9%  809810010099 
PIMCO All-AssetPAUIXGlobal Macro-8.8%3.4%-7.2%-1.0%0.8%0.7%2.2%3.6% 446065717582
Putnam 700 YPDMYXHedged: Abs Return-6.7%0.1%-8.3%-1.8%-0.2%1.6%2.5%  6075809093 
DWA Tech LeadersPDPBlended4.9%1.2%12.1%13.2%9.8%12.0%14.3%  769389100100 
iShr Preferred ETFPFFIncome: Multi-5.6%-0.9%-0.7%1.5%3.2%4.2%5.5%  5973839298 
PIMCO Global MultiPGAIXGlobal Macro               
PowerSh Preferred ETFPGXIncome: Multi-3.8%-1.4%1.4%3.2%5.1%5.7%6.6%  688596100100 
PowerShares Intl DivPIDIncome: Equity-26.9%1.4%-22.0%-3.6%-2.7%-0.4%3.2%  526244456 
Principal GlobMultiStratPMSAXBlended-3.0%1.4%-0.8%0.9%1.3%2.1%   67808592  
Pimco Income PPONPXIncome: Multi-1.8%1.8%0.6%3.2%4.6%5.2%7.4%  698999100100 
Principal PreferredPPSIXIncome: Multi-3.4%0.9%2.1%3.2%4.8%5.4%7.0%5.8% 6480919910085
T. Rowe Equity IncomePRFDXIncome: Equity-18.8%0.6%-11.2%0.9%4.2%5.7%9.1%5.8% 294761769069
T. Rowe Summit MuniPRINXIncome: Tax Exempt0.1%2.3%2.3%3.5%3.6%4.1%4.4%4.3% 759396100100100
T. Rowe Global BondPRSNXIncome: Multi0.4%2.2%3.6%4.4%4.6%4.3%4.7%  72909699100 
iSh Global EnergyPWCBlended-9.7%2.2%-8.5%2.7%4.6%8.1%11.2%6.3% 345462849570
Putnam Abs Ret 300 YPYTRXHedged: Abs Return-3.3%1.3%0.5%2.7%2.6%2.4%2.3%  7088919494 
IQ Hedge Multi-StratQAIBlended-1.6%1.3%1.6%2.3%1.4%2.2%2.4%  7588879394 
IQ Hedge ETFQMNHedged: Mkt Neutral-1.4%0.9%1.3%1.8%1.4%1.4%   76919294  
RAFI Long-ShortRALSHedged: Long/Short-9.4%-1.1%-9.2%-4.7%-3.6%-2.6%   59686874  
RiverFront GlobalGroRLTSXGlobal Macro-10.0%3.1%-3.5%0.1%1.9%4.5%6.0%  4548547376 
MultiAsset ETFRLYHedged: Abs Return-15.4%2.2%-12.9%-1.3%-1.7%-1.3%   32504856  
Hundredfold SelectSFHYXBlended13.2%2.5%14.8%7.6%7.0%6.1%6.8%6.5% 100100100100100100
Sound Mind InvestingSMIFXMomentum-9.0%2.8%-3.7%3.1%3.6%6.1%8.3%  4558617987 
Schwab Div EquitySWDSXIncome: Equity-18.5%0.0%-12.7%-0.6%2.0%5.0%8.8%5.6% 264251728872
Schwab Hedged EqSWHEXHedged: Long/Short-11.2%0.2%-6.7%-1.4%1.7%4.0%5.4%3.7% 506071869181
Schwab BalancedSWOBXRisk-Driven1.4%1.8%7.1%7.8%6.9%8.3%9.2%6.3% 77949610010094
Thornburg Inv Income ATIBAXIncome: Global-15.1%2.1%-8.9%1.0%1.9%3.8%6.1%6.1% 335358748479
Thornburg Inv Income YTIBIXGlobal Macro-15.0%2.1%-8.7%1.1%2.2%4.6%6.8%6.7% 335359778782
T. Rowe Retire BalancedTRRIXIncome: Multi-0.6%2.0%4.3%5.1%5.0%5.3%6.2%5.3% 74919610010097
Vanguard LifeStrat GrowthVASGXRisk-Driven-3.7%2.6%3.6%6.4%6.6%8.0%9.4%6.5% 6481879810082
Vanguard LifeStrategyVASIXIncome: Multi3.0%1.2%6.7%5.6%5.0%5.1%5.2%4.7% 87100100100100100
Vanguard BalancedVBIAXRisk-Driven1.0%1.7%8.3%8.6%8.0%9.0%10.1%7.5% 7997100100100100
Vanguard EquityVEIPXIncome: Equity-13.4%-1.0%-5.5%4.3%7.1%8.4%11.9%7.9% 4467829410085
VALIC Global StratVGLSXGlobal Macro-7.1%1.0%-4.4%-0.6%0.8%3.4%6.1%  5764678389 
Vanguard STAR InvVGSTXRisk-Driven1.5%3.0%9.2%8.2%7.5%8.6%9.6%7.2% 79939710010095
ValueLine AssetAllocVLAAXRisk-Driven2.9%0.3%8.2%11.8%9.8%10.2%11.8%8.2% 7910010010010097
Vanguard Market NeutralVMNFXHedged: Mkt Neutral-5.0%1.7%-3.9%-5.2%-2.3%-0.7%0.4%0.5% 686270808483
Vanguard Managed PayoutVPGDXIncome: Multi-7.2%1.8%-2.1%2.7%3.7%5.2%7.1%  58758394100 
Vanguard Target RetireVTINXIncome: Multi1.5%1.4%5.7%5.4%4.9%5.2%5.8%5.1% 8299100100100100
Vanguard Wellington InvVWELXRisk-Driven-3.5%0.9%4.7%7.3%7.3%8.6%10.0%7.9% 719198100100100
Vanguard Wellesley AdmVWIAXIncome: Multi0.4%0.5%5.7%6.3%6.7%6.7%7.9%6.9% 8099100100100100
Vanguard Wellesley InvVWINXRisk-Driven0.4%0.5%5.7%6.2%6.6%6.8%8.0%6.9% 8099100100100100
Vanguard LT Tax-Exempt VWLTXIncome: Tax Exempt2.2%1.3%4.9%4.7%4.5%4.7%4.7%4.4% 83100100100100100
Vanguard Hi Div Yld ETFVYMIncome: Equity-14.5%-0.8%-6.7%3.6%6.5%8.2%11.8%  42637992100 
WF Asset AllocationWFAIXRisk-Driven3.1%1.3%9.4%8.7%8.0%10.0%11.7%7.7% 8610010010010096