Total Return | VizMetrics Score | ||||||||||||||||
Recipe Name | ID | Category | Year-to-date | Jun 2020 | 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 | -5.4% | 1.4% | -0.7% | 3.1% | 3.6% | 4.6% | 6.5% | 5.9% | 60 | 75 | 79 | 88 | 93 | 88 | |||
AQR Divers N | ADANX | Hedged: Arbitrage | 2.4% | 4.7% | 5.1% | 4.6% | 4.1% | 2.1% | 2.3% | 76 | 93 | 96 | 91 | 93 | |||
AlphaClone Alternative | ALFA | Hedged: Long/Short | -3.1% | 3.9% | 8.5% | 13.2% | 5.0% | 9.2% | 58 | 82 | 59 | 84 | |||||
S&P Aggressive | AOA | Risk-Driven | -5.0% | 2.6% | 2.1% | 5.4% | 6.0% | 7.7% | 9.8% | 62 | 78 | 84 | 97 | 100 | |||
S&P Conservative | AOK | Risk-Driven | 1.3% | 1.5% | 5.6% | 5.2% | 5.0% | 5.0% | 5.4% | 81 | 98 | 100 | 100 | 100 | |||
S&P Moderate | AOM | Risk-Driven | -0.1% | 1.6% | 4.9% | 5.3% | 5.1% | 5.7% | 6.3% | 79 | 95 | 99 | 100 | 100 | |||
S&P Growth | AOR | Risk-Driven | -2.6% | 2.2% | 3.5% | 5.4% | 5.6% | 6.8% | 8.0% | 70 | 86 | 92 | 100 | 100 | |||
Arbitrage I | ARBNX | Hedged: Arbitrage | 0.8% | -0.1% | 3.3% | 2.5% | 2.8% | 2.5% | 2.5% | 3.3% | 83 | 96 | 100 | 100 | 100 | 100 | |
Am Century Target Date | ARTOX | Income: Multi | -0.6% | 1.4% | 4.1% | 5.0% | 4.8% | 5.4% | 6.7% | 5.3% | 75 | 90 | 94 | 100 | 100 | 97 | |
AQR Multi-Strat Alt | ASAIX | Blended | -28.4% | -1.2% | -31.5% | -16.9% | -9.0% | -5.3% | 5 | 5 | 24 | 48 | |||||
Absolute Strategies I | ASFIX | Hedged: Abs Return | 2.3% | -0.5% | 0.6% | -1.5% | -1.3% | -1.3% | -0.1% | 78 | 78 | 77 | 81 | 85 | |||
Dreyfus Alpha I | AVGRX | Blended | -4.3% | 1.3% | 0.3% | 2.0% | 1.2% | 3.8% | 5.8% | 69 | 79 | 76 | 91 | 97 | |||
BlackRock Strat Inc Opp | BASIX | Income: Multi | 0.1% | 1.5% | 2.4% | 2.9% | 2.6% | 2.8% | 3.5% | 75 | 91 | 94 | 98 | 100 | |||
Ibbotson Balanced | BETFX | Risk-Driven | -4.4% | 1.5% | 0.7% | 3.5% | 4.3% | 5.4% | 6.5% | 64 | 79 | 86 | 95 | 99 | |||
PwrSh Sr Loan Portfolio | BKLN | Income: Float Rate | -4.8% | 0.2% | -1.8% | 1.6% | 2.1% | 2.1% | 67 | 84 | 89 | 93 | |||||
BlackRock EmMkt A | BLSAX | Hedged: Long/Short | -10.9% | 7.6% | -4.8% | 0.8% | -0.5% | -1.0% | 41 | 49 | 48 | 56 | |||||
UBS Dyn Alpha A | BNAAX | Blended | -4.5% | 0.5% | -1.7% | -1.1% | -1.7% | -0.1% | 1.8% | 1.5% | 65 | 72 | 67 | 79 | 85 | 77 | |
UBS Global Alloc | BPGLX | Global Macro | -4.9% | 1.5% | 1.0% | 3.9% | 3.7% | 5.3% | 6.3% | 4.3% | 64 | 79 | 80 | 92 | 93 | 74 | |
Robeco Long/Short I | BPLSX | Hedged: Long/Short | -13.1% | -0.7% | -8.9% | -5.0% | 0.6% | 0.9% | 5.6% | 7.4% | 46 | 45 | 64 | 71 | 91 | 90 | |
Berkshire Hathaway Inc | BRK.A | Global Macro | -21.3% | -4.1% | -16.0% | 1.6% | 5.5% | 6.9% | 8.4% | 8.1% | 31 | 59 | 75 | 86 | 93 | 84 | |
Calamos Convertible A | CCVIX | Income: Multi | 14.3% | 5.3% | 21.3% | 12.8% | 9.1% | 9.0% | 8.5% | 7.1% | 95 | 100 | 100 | 100 | 100 | 92 | |
Invesco Convertible Y | CNSDX | Income: Multi | 9.8% | 3.3% | 14.9% | 11.3% | 7.9% | 8.3% | 9.5% | 8.0% | 86 | 100 | 97 | 100 | 100 | 94 | |
Columbia Thermostat Z | COTZX | Risk-Driven | 15.2% | 1.4% | 21.0% | 10.7% | 7.8% | 7.4% | 9.4% | 7.0% | 100 | 100 | 100 | 100 | 100 | 95 | |
IQ CPI Hedge ETF | CPI | Hedged: Abs Return | -2.7% | 0.5% | -0.4% | 1.3% | 1.3% | 1.4% | 1.3% | 75 | 89 | 91 | 94 | 93 | |||
ProShares Lg Cap | CSM | Hedged: 130-30 | -7.3% | 1.3% | 2.4% | 7.3% | 9.0% | 11.0% | 13.1% | 55 | 72 | 84 | 99 | 100 | |||
Calamos Global Growth | CVLOX | Income: Global | 3.7% | 5.3% | 8.0% | 6.6% | 5.5% | 6.2% | 6.5% | 6.2% | 71 | 81 | 82 | 91 | 93 | 84 | |
Calamos Market Neu Inc | CVSIX | Hedged: Mkt Neutral | 1.0% | 1.1% | 3.1% | 3.6% | 3.5% | 3.6% | 4.3% | 3.6% | 82 | 99 | 100 | 100 | 100 | 97 | |
Gugg Multi-Asset | CVY | Income: Multi | -28.2% | 1.3% | -22.7% | -4.1% | -0.6% | -0.3% | 4.5% | 0 | 14 | 25 | 40 | 59 | |||
Barclays Conv Bond | CWB | Income: Multi | 10.0% | 6.6% | 18.1% | 11.0% | 10.0% | 10.4% | 10.4% | 86 | 94 | 100 | 100 | 100 | |||
WisdmTr EM HiYld | DEM | Income: Equity | -20.0% | 2.0% | -15.0% | 0.3% | 0.7% | 0.0% | 1.8% | 22 | 46 | 42 | 46 | 46 | |||
WisdmTr EM SmCap | DGS | Income: Equity | -17.1% | 5.3% | -13.6% | -1.5% | 1.5% | 1.0% | 3.1% | 22 | 35 | 42 | 50 | 48 | |||
Diamond Hill Long-Short I | DHLSX | Hedged: Long/Short | -13.0% | 1.7% | -8.1% | 0.6% | 2.6% | 4.4% | 6.6% | 5.2% | 40 | 56 | 65 | 80 | 90 | 82 | |
WisdomTree ex-US | DLN | Income: Equity | -11.0% | 0.5% | -1.3% | 6.3% | 8.0% | 9.3% | 12.3% | 50 | 72 | 85 | 96 | 100 | |||
WisdmTr Intl SmCap | DLS | Income: Equity | -20.4% | 1.8% | -11.6% | -4.0% | 1.6% | 4.1% | 6.7% | 23 | 29 | 47 | 66 | 74 | |||
Dodge & Cox Balanced | DODBX | Risk-Driven | -8.7% | 1.8% | -1.4% | 2.7% | 5.0% | 7.0% | 9.5% | 6.2% | 51 | 65 | 77 | 92 | 100 | 80 | |
DFA Select Hedged | DSHGX | Global Macro | -10.6% | 3.0% | -2.6% | 3.3% | 4.9% | 7.4% | 44 | 58 | 66 | 84 | |||||
WisdmTr Top 100 | DTN | Income: Equity | -18.8% | 0.7% | -10.7% | -0.1% | 3.7% | 5.9% | 10.3% | 27 | 42 | 58 | 76 | 97 | |||
MFS Target Return A | DVRAX | Hedged: Abs Return | -1.2% | 1.1% | 2.5% | 3.4% | 1.7% | 2.6% | 3.8% | 77 | 93 | 87 | 94 | 100 | |||
iShares Select Dividend | DVY | Income: Equity | -21.8% | -1.3% | -15.5% | -0.8% | 5.0% | 6.9% | 10.4% | 5.5% | 20 | 41 | 66 | 81 | 99 | 68 | |
SPDR S&P Int'l | DWX | Income: Equity | -15.8% | 3.1% | -11.9% | -1.1% | 0.2% | 0.9% | 2.2% | 32 | 51 | 52 | 59 | 53 | |||
EatonVance GlobalMacro | EIGMX | Hedged: Abs Return | -0.2% | 1.1% | 4.9% | 2.5% | 2.9% | 2.7% | 2.4% | 4.1% | 79 | 89 | 95 | 97 | 96 | 100 | |
Fidelity Balanced | FBALX | Risk-Driven | 1.9% | 2.7% | 10.6% | 9.3% | 8.3% | 9.7% | 10.5% | 7.8% | 79 | 94 | 97 | 100 | 100 | 95 | |
Fidelity Convertibles | FCVSX | Income: Multi | 6.1% | 3.0% | 15.4% | 11.9% | 7.7% | 8.2% | 9.8% | 7.8% | 89 | 100 | 95 | 100 | 100 | 77 | |
Fidelity Equity | FEQTX | Income: Equity | -14.5% | 0.8% | -5.4% | 2.4% | 4.9% | 6.9% | 9.6% | 5.3% | 40 | 55 | 67 | 83 | 93 | 66 | |
Fidelity Muni | FHIGX | Income: Tax Exempt | 0.4% | 1.9% | 2.7% | 4.1% | 3.8% | 4.2% | 4.3% | 4.2% | 76 | 95 | 97 | 100 | 100 | 100 | |
Nuveen Amer Muni | FLAAX | Income: Tax Exempt | 0.6% | 2.0% | 3.1% | 4.3% | 4.2% | 4.8% | 5.2% | 4.7% | 75 | 95 | 97 | 100 | 100 | 99 | |
FPA Crescent | FPACX | Risk-Driven | -8.6% | 3.5% | -4.2% | 2.1% | 4.0% | 5.6% | 7.7% | 6.8% | 45 | 61 | 71 | 86 | 96 | 90 | |
Fidelity Puritan | FPURX | Risk-Driven | 3.8% | 2.7% | 11.1% | 9.6% | 8.3% | 9.8% | 10.6% | 7.8% | 84 | 98 | 100 | 100 | 100 | 97 | |
Fidelity Strategic | FSDIX | Income: Equity | -6.0% | 0.6% | 0.9% | 5.4% | 6.8% | 7.6% | 10.2% | 6.7% | 61 | 80 | 91 | 99 | 100 | 79 | |
FundX Upgrader | FUNDX | Momentum | -0.5% | 2.7% | 6.3% | 10.3% | 7.5% | 9.6% | 10.7% | 7.0% | 67 | 86 | 81 | 96 | 100 | 75 | |
First Trust Focus 5 | FV | Sector Rotation | 2.0% | 0.2% | 6.4% | 9.5% | 6.2% | 64 | 76 | 66 | |||||||
Gabelli ABC AAA | GABCX | Hedged: Mkt Neutral | -1.9% | 0.9% | 0.2% | 1.3% | 1.8% | 2.0% | 2.8% | 3.5% | 75 | 89 | 94 | 98 | 100 | 100 | |
Natixis ASG Global | GAFYX | Hedged: Abs Return | -7.4% | 0.3% | -4.2% | 1.2% | -0.8% | 1.5% | 2.9% | 64 | 80 | 70 | 83 | 86 | |||
Goldman Sachs Instl | GARTX | Hedged: Abs Return | -5.9% | 0.8% | -3.1% | 1.6% | 1.8% | 2.7% | 2.4% | 64 | 82 | 85 | 92 | 91 | |||
Aberdeen Opti Alloc | GASIX | Blended | -4.1% | 0.8% | -2.4% | 0.6% | 0.3% | 1.8% | 4.2% | 3.6% | 65 | 81 | 81 | 91 | 91 | 73 | |
GMO Benchm-Free | GBMFX | Global Macro | -9.5% | 1.3% | -5.7% | 0.2% | 0.8% | 2.1% | 4.2% | 5.3% | 52 | 69 | 72 | 83 | 92 | 96 | |
Goldman Dynamic | GDIFX | Global Macro | -4.8% | -1.8% | -4.3% | -0.2% | 0.7% | 1.7% | 2.8% | 66 | 80 | 82 | 88 | 89 | |||
Leuthold Global | GLBIX | Global Macro | -4.3% | 0.5% | -1.4% | -0.3% | 1.1% | 3.1% | 5.0% | 63 | 69 | 75 | 88 | 92 | |||
GMO Global Alloc | GMWAX | Global Macro | -7.1% | 2.2% | -4.3% | 1.4% | 2.5% | 3.7% | 5.5% | 5.0% | 54 | 71 | 77 | 87 | 95 | 90 | |
Goldman Sachs Strat Inc | GSZAX | Income: Multi | 1.1% | 1.4% | 2.1% | 0.9% | 0.9% | 0.7% | 2.0% | 72 | 81 | 83 | 87 | 91 | |||
Hedge Replication | HDG | Blended | -1.8% | 1.8% | 1.2% | 1.7% | 1.6% | 2.1% | 73 | 83 | 85 | 91 | |||||
iShares Hi Div Equity | HDV | Income: Equity | -15.2% | -2.3% | -10.5% | 2.9% | 5.7% | 6.7% | 34 | 60 | 75 | 86 | |||||
Hancock Horizon Inst | HHQTX | Hedged: Long/Short | -11.2% | 0.5% | -6.8% | -0.6% | 0.5% | 3.4% | 7.0% | 49 | 61 | 66 | 83 | 93 | |||
ETF: SPDR Inc Alloc | INKM | Income: Multi | -9.5% | 2.2% | -4.5% | 2.1% | 3.4% | 3.6% | 46 | 67 | 75 | 82 | |||||
Ivy Asset Strategy | IVAEX | Global Macro | -5.3% | 3.5% | 0.3% | 0.9% | -0.7% | 1.6% | 4.3% | 6.5% | 54 | 43 | 39 | 58 | 63 | 75 | |
IVA Worldwide | IVWIX | Global Macro | -12.3% | 1.5% | -9.0% | -1.0% | 1.5% | 3.4% | 5.2% | 44 | 60 | 71 | 85 | 91 | |||
iSh MultiAsset Income | IYLD | Income: Multi | -11.3% | 2.3% | -6.6% | 0.5% | 2.9% | 3.5% | 39 | 57 | 69 | 79 | |||||
Janus Balanced | JANBX | Risk-Driven | -0.1% | 2.1% | 8.5% | 10.4% | 8.8% | 9.3% | 10.0% | 8.5% | 79 | 100 | 100 | 100 | 100 | 100 | |
Jhancock Global Abs Ret I | JHAIX | Hedged: Abs Return | -1.3% | -1.6% | 1.9% | 1.5% | 0.6% | 1.8% | 80 | 90 | 87 | 94 | |||||
JPMorgan Mkt Neutral A | JMNAX | Hedged: Mkt Neutral | 8.4% | -0.8% | 8.0% | 4.3% | 2.3% | 2.0% | 1.1% | 2.0% | 90 | 99 | 94 | 95 | 90 | 94 | |
KCM MacroTrends | KCMTX | Hedged: Long/Short | -8.2% | 1.4% | -8.4% | 4.0% | 3.0% | 5.9% | 6.0% | 53 | 75 | 72 | 88 | 85 | |||
Inst: Forward Select | KIFYX | Income: Multi | -17.8% | 3.1% | -13.8% | -3.8% | 0.4% | 2.6% | 6.0% | 3.8% | 11 | 24 | 40 | 60 | 77 | 50 | |
Columbia Div Income | LBSAX | Income: Equity | -8.7% | 0.1% | 0.2% | 7.4% | 9.1% | 9.7% | 12.0% | 8.4% | 58 | 81 | 94 | 100 | 100 | 91 | |
Invesco Divers Dividend | LCEIX | Income: Equity | -15.0% | 0.4% | -7.7% | 1.0% | 4.0% | 6.5% | 9.6% | 6.8% | 40 | 57 | 71 | 88 | 100 | 81 | |
Leuthold Core | LCORX | Global Macro | -1.7% | 0.9% | 2.9% | 3.5% | 4.0% | 6.2% | 6.5% | 5.9% | 72 | 85 | 90 | 100 | 100 | 87 | |
Lord Abbett Float Rate | LFRAX | Income: Float Rate | -9.5% | 0.8% | -7.5% | -0.2% | 1.6% | 2.1% | 3.5% | 45 | 65 | 75 | 83 | 90 | |||
Loomis Global Eq A | LGMAX | Income: Global | -0.6% | 1.5% | 6.4% | 9.0% | 8.2% | 8.7% | 10.1% | 8.5% | 73 | 94 | 98 | 100 | 100 | 90 | |
Loomis Global Eq Y | LSWWX | Global Macro | -0.5% | 1.5% | 6.6% | 9.2% | 8.4% | 9.2% | 10.5% | 8.9% | 73 | 95 | 99 | 100 | 100 | 92 | |
BlackRock Global I | MALOX | Global Macro | 0.5% | 2.1% | 6.9% | 4.9% | 4.5% | 5.4% | 6.4% | 6.5% | 76 | 86 | 88 | 97 | 98 | 94 | |
IQ Hedge Macro ETF | MCRO | Blended | -0.3% | 1.9% | 2.5% | 1.8% | 1.7% | 1.1% | 1.0% | 75 | 85 | 87 | 87 | 83 | |||
BlackRock Eq Dividend | MDDVX | Income: Equity | -13.8% | -0.2% | -4.9% | 3.6% | 6.7% | 7.7% | 10.3% | 7.5% | 44 | 62 | 78 | 89 | 100 | 84 | |
FirstTrust Multi-Asset | MDIV | Income: Multi | -24.7% | -0.3% | -21.2% | -5.0% | -1.4% | -0.4% | 0 | 18 | 30 | 46 | |||||
BlackRock Nat'l Muni | MDNLX | Income: Tax Exempt | 0.4% | 1.6% | 2.5% | 3.3% | 3.2% | 3.7% | 4.2% | 4.1% | 77 | 94 | 97 | 100 | 100 | 100 | |
MainStay Marketfield A | MFADX | Hedged: Long/Short | -0.1% | 1.1% | 4.0% | 3.1% | 1.0% | -0.3% | 3.3% | 67 | 72 | 67 | 68 | 82 | |||
MFS Global Tot Ret | MFWIX | Global Macro | -4.6% | 1.8% | 1.2% | 3.7% | 4.7% | 5.7% | 7.3% | 6.3% | 66 | 82 | 89 | 97 | 100 | 94 | |
Aberdeen Long-Short A | MLSAX | Hedged: Long/Short | -0.1% | 1.1% | 12.4% | 11.7% | 8.0% | 6.5% | 5.9% | 5.0% | 77 | 92 | 90 | 91 | 91 | 90 | |
IQ Merger Arbitrage | MNA | Hedged: Arbitrage | -5.0% | 1.1% | -0.1% | 0.8% | 2.1% | 3.0% | 2.6% | 67 | 79 | 86 | 94 | 92 | |||
MainStay Int'l Opp | MYITX | Hedged: 130-30 | -14.1% | 4.1% | -9.8% | -5.5% | -2.4% | 1.3% | 5.0% | 34 | 31 | 36 | 60 | 67 | |||
Grimaldi Sector | NAVFX | Sector Rotation | -5.5% | 2.0% | 1.2% | 6.9% | 6.0% | 8.0% | 54 | 71 | 73 | 89 | |||||
Neuberger Berman Eq Inc | NBHAX | Income: Global | -12.9% | 0.2% | -7.6% | 2.3% | 4.6% | 5.5% | 7.6% | 40 | 62 | 73 | 84 | 94 | |||
Nuveen Preferred I | NPSRX | Income: Multi | -5.9% | 1.0% | 0.1% | 2.4% | 4.5% | 5.2% | 7.5% | 56 | 72 | 85 | 94 | 100 | |||
Putnam Abs Ret 100 Y | PARYX | Hedged: Abs Return | 1.5% | 1.1% | 2.9% | 3.3% | 2.7% | 2.3% | 1.9% | 80 | 98 | 100 | 100 | 99 | |||
PIMCO All-Asset | PAUIX | Global Macro | -8.8% | 3.4% | -7.2% | -1.0% | 0.8% | 0.7% | 2.2% | 3.6% | 44 | 60 | 65 | 71 | 75 | 82 | |
Putnam 700 Y | PDMYX | Hedged: Abs Return | -6.7% | 0.1% | -8.3% | -1.8% | -0.2% | 1.6% | 2.5% | 60 | 75 | 80 | 90 | 93 | |||
DWA Tech Leaders | PDP | Blended | 4.9% | 1.2% | 12.1% | 13.2% | 9.8% | 12.0% | 14.3% | 76 | 93 | 89 | 100 | 100 | |||
iShr Preferred ETF | PFF | Income: Multi | -5.6% | -0.9% | -0.7% | 1.5% | 3.2% | 4.2% | 5.5% | 59 | 73 | 83 | 92 | 98 | |||
PIMCO Global Multi | PGAIX | Global Macro | |||||||||||||||
PowerSh Preferred ETF | PGX | Income: Multi | -3.8% | -1.4% | 1.4% | 3.2% | 5.1% | 5.7% | 6.6% | 68 | 85 | 96 | 100 | 100 | |||
PowerShares Intl Div | PID | Income: Equity | -26.9% | 1.4% | -22.0% | -3.6% | -2.7% | -0.4% | 3.2% | 5 | 26 | 24 | 44 | 56 | |||
Principal GlobMultiStrat | PMSAX | Blended | -3.0% | 1.4% | -0.8% | 0.9% | 1.3% | 2.1% | 67 | 80 | 85 | 92 | |||||
Pimco Income P | PONPX | Income: Multi | -1.8% | 1.8% | 0.6% | 3.2% | 4.6% | 5.2% | 7.4% | 69 | 89 | 99 | 100 | 100 | |||
Principal Preferred | PPSIX | Income: Multi | -3.4% | 0.9% | 2.1% | 3.2% | 4.8% | 5.4% | 7.0% | 5.8% | 64 | 80 | 91 | 99 | 100 | 85 | |
T. Rowe Equity Income | PRFDX | Income: Equity | -18.8% | 0.6% | -11.2% | 0.9% | 4.2% | 5.7% | 9.1% | 5.8% | 29 | 47 | 61 | 76 | 90 | 69 | |
T. Rowe Summit Muni | PRINX | Income: Tax Exempt | 0.1% | 2.3% | 2.3% | 3.5% | 3.6% | 4.1% | 4.4% | 4.3% | 75 | 93 | 96 | 100 | 100 | 100 | |
T. Rowe Global Bond | PRSNX | Income: Multi | 0.4% | 2.2% | 3.6% | 4.4% | 4.6% | 4.3% | 4.7% | 72 | 90 | 96 | 99 | 100 | |||
iSh Global Energy | PWC | Blended | -9.7% | 2.2% | -8.5% | 2.7% | 4.6% | 8.1% | 11.2% | 6.3% | 34 | 54 | 62 | 84 | 95 | 70 | |
Putnam Abs Ret 300 Y | PYTRX | Hedged: Abs Return | -3.3% | 1.3% | 0.5% | 2.7% | 2.6% | 2.4% | 2.3% | 70 | 88 | 91 | 94 | 94 | |||
IQ Hedge Multi-Strat | QAI | Blended | -1.6% | 1.3% | 1.6% | 2.3% | 1.4% | 2.2% | 2.4% | 75 | 88 | 87 | 93 | 94 | |||
IQ Hedge ETF | QMN | Hedged: Mkt Neutral | -1.4% | 0.9% | 1.3% | 1.8% | 1.4% | 1.4% | 76 | 91 | 92 | 94 | |||||
RAFI Long-Short | RALS | Hedged: Long/Short | -9.4% | -1.1% | -9.2% | -4.7% | -3.6% | -2.6% | 59 | 68 | 68 | 74 | |||||
RiverFront GlobalGro | RLTSX | Global Macro | -10.0% | 3.1% | -3.5% | 0.1% | 1.9% | 4.5% | 6.0% | 45 | 48 | 54 | 73 | 76 | |||
MultiAsset ETF | RLY | Hedged: Abs Return | -15.4% | 2.2% | -12.9% | -1.3% | -1.7% | -1.3% | 32 | 50 | 48 | 56 | |||||
Hundredfold Select | SFHYX | Blended | 13.2% | 2.5% | 14.8% | 7.6% | 7.0% | 6.1% | 6.8% | 6.5% | 100 | 100 | 100 | 100 | 100 | 100 | |
Sound Mind Investing | SMIFX | Momentum | -9.0% | 2.8% | -3.7% | 3.1% | 3.6% | 6.1% | 8.3% | 45 | 58 | 61 | 79 | 87 | |||
Schwab Div Equity | SWDSX | Income: Equity | -18.5% | 0.0% | -12.7% | -0.6% | 2.0% | 5.0% | 8.8% | 5.6% | 26 | 42 | 51 | 72 | 88 | 72 | |
Schwab Hedged Eq | SWHEX | Hedged: Long/Short | -11.2% | 0.2% | -6.7% | -1.4% | 1.7% | 4.0% | 5.4% | 3.7% | 50 | 60 | 71 | 86 | 91 | 81 | |
Schwab Balanced | SWOBX | Risk-Driven | 1.4% | 1.8% | 7.1% | 7.8% | 6.9% | 8.3% | 9.2% | 6.3% | 77 | 94 | 96 | 100 | 100 | 94 | |
Thornburg Inv Income A | TIBAX | Income: Global | -15.1% | 2.1% | -8.9% | 1.0% | 1.9% | 3.8% | 6.1% | 6.1% | 33 | 53 | 58 | 74 | 84 | 79 | |
Thornburg Inv Income Y | TIBIX | Global Macro | -15.0% | 2.1% | -8.7% | 1.1% | 2.2% | 4.6% | 6.8% | 6.7% | 33 | 53 | 59 | 77 | 87 | 82 | |
T. Rowe Retire Balanced | TRRIX | Income: Multi | -0.6% | 2.0% | 4.3% | 5.1% | 5.0% | 5.3% | 6.2% | 5.3% | 74 | 91 | 96 | 100 | 100 | 97 | |
Vanguard LifeStrat Growth | VASGX | Risk-Driven | -3.7% | 2.6% | 3.6% | 6.4% | 6.6% | 8.0% | 9.4% | 6.5% | 64 | 81 | 87 | 98 | 100 | 82 | |
Vanguard LifeStrategy | VASIX | Income: Multi | 3.0% | 1.2% | 6.7% | 5.6% | 5.0% | 5.1% | 5.2% | 4.7% | 87 | 100 | 100 | 100 | 100 | 100 | |
Vanguard Balanced | VBIAX | Risk-Driven | 1.0% | 1.7% | 8.3% | 8.6% | 8.0% | 9.0% | 10.1% | 7.5% | 79 | 97 | 100 | 100 | 100 | 100 | |
Vanguard Equity | VEIPX | Income: Equity | -13.4% | -1.0% | -5.5% | 4.3% | 7.1% | 8.4% | 11.9% | 7.9% | 44 | 67 | 82 | 94 | 100 | 85 | |
VALIC Global Strat | VGLSX | Global Macro | -7.1% | 1.0% | -4.4% | -0.6% | 0.8% | 3.4% | 6.1% | 57 | 64 | 67 | 83 | 89 | |||
Vanguard STAR Inv | VGSTX | Risk-Driven | 1.5% | 3.0% | 9.2% | 8.2% | 7.5% | 8.6% | 9.6% | 7.2% | 79 | 93 | 97 | 100 | 100 | 95 | |
ValueLine AssetAlloc | VLAAX | Risk-Driven | 2.9% | 0.3% | 8.2% | 11.8% | 9.8% | 10.2% | 11.8% | 8.2% | 79 | 100 | 100 | 100 | 100 | 97 | |
Vanguard Market Neutral | VMNFX | Hedged: Mkt Neutral | -5.0% | 1.7% | -3.9% | -5.2% | -2.3% | -0.7% | 0.4% | 0.5% | 68 | 62 | 70 | 80 | 84 | 83 | |
Vanguard Managed Payout | VPGDX | Income: Multi | -7.2% | 1.8% | -2.1% | 2.7% | 3.7% | 5.2% | 7.1% | 58 | 75 | 83 | 94 | 100 | |||
Vanguard Target Retire | VTINX | Income: Multi | 1.5% | 1.4% | 5.7% | 5.4% | 4.9% | 5.2% | 5.8% | 5.1% | 82 | 99 | 100 | 100 | 100 | 100 | |
Vanguard Wellington Inv | VWELX | Risk-Driven | -3.5% | 0.9% | 4.7% | 7.3% | 7.3% | 8.6% | 10.0% | 7.9% | 71 | 91 | 98 | 100 | 100 | 100 | |
Vanguard Wellesley Adm | VWIAX | Income: Multi | 0.4% | 0.5% | 5.7% | 6.3% | 6.7% | 6.7% | 7.9% | 6.9% | 80 | 99 | 100 | 100 | 100 | 100 | |
Vanguard Wellesley Inv | VWINX | Risk-Driven | 0.4% | 0.5% | 5.7% | 6.2% | 6.6% | 6.8% | 8.0% | 6.9% | 80 | 99 | 100 | 100 | 100 | 100 | |
Vanguard LT Tax-Exempt | VWLTX | Income: Tax Exempt | 2.2% | 1.3% | 4.9% | 4.7% | 4.5% | 4.7% | 4.7% | 4.4% | 83 | 100 | 100 | 100 | 100 | 100 | |
Vanguard Hi Div Yld ETF | VYM | Income: Equity | -14.5% | -0.8% | -6.7% | 3.6% | 6.5% | 8.2% | 11.8% | 42 | 63 | 79 | 92 | 100 | |||
WF Asset Allocation | WFAIX | Risk-Driven | 3.1% | 1.3% | 9.4% | 8.7% | 8.0% | 10.0% | 11.7% | 7.7% | 86 | 100 | 100 | 100 | 100 | 96 |