Tactical: Managed, ranked by VizMetrics Score

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
			VizMetrics Score						Total Return, annualized
		Group average	60	75	79	88	93	88	-0.7%	3.1%	3.6%	4.6%	6.5%	5.9%

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

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