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All Portfolios, ranked by Alpha

for period ending March 31, 2021
 
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.
    Alpha Total Return, annualized
Recipe NameIDPeer GroupCategory1 year3 year5 year7 year10 year15 year 1 year3 year5 year7 year10 year15 year
   Group average1.8%***** 32.3%*****
  
AQR Divers NADANXTactical: ManagedHedged: Arbitrage36.8%***** 41.2%*****
AlphaClone AlternativeALFATactical: ManagedHedged: Long/Short13.0%***** 71.0%*****
S&P AggressiveAOATactical: ManagedRisk-Driven2.6%***** 43.8%*****
S&P ConservativeAOKTactical: ManagedRisk-Driven-2.8%***** 16.8%*****
S&P ModerateAOMTactical: ManagedRisk-Driven-1.5%***** 21.1%*****
S&P GrowthAORTactical: ManagedRisk-Driven0.5%***** 32.2%*****
Arbitrage IARBNXTactical: ManagedHedged: Arbitrage3.7%***** 10.4%*****
Am Century Target DateARTOXTactical: ManagedIncome: Multi-0.6%***** 25.3%*****
Absolute Strategies IASFIXTactical: ManagedHedged: Abs Return2.4%***** -6.0%*****
Dreyfus Alpha IAVGRXTactical: ManagedBlended-8.8%***** 13.8%*****
BlackRock Strat Inc OppBASIXTactical: ManagedIncome: Multi3.9%***** 13.8%*****
Ibbotson BalancedBETFXTactical: ManagedRisk-Driven-1.1%***** 33.3%*****
PwrSh Sr Loan PortfolioBKLNTactical: ManagedIncome: Float Rate-0.5%***** 11.5%*****
BlackRock EmMkt ABLSAXTactical: ManagedHedged: Long/Short38.1%***** 62.4%*****
UBS Dyn Alpha ABNAAXTactical: ManagedBlended-0.1%***** 19.3%*****
UBS Global AllocBPGLXTactical: ManagedGlobal Macro0.4%***** 36.4%*****
Robeco Long/Short IBPLSXTactical: ManagedHedged: Long/Short-7.3%***** 31.7%*****
Berkshire Hathaway IncBRK.ATactical: ManagedGlobal Macro-9.1%***** 41.8%*****
Calamos Convertible ACCVIXTactical: ManagedIncome: Multi21.5%***** 71.7%*****
Invesco Convertible YCNSDXTactical: ManagedIncome: Multi22.0%***** 63.3%*****
Columbia Thermostat ZCOTZXTactical: ManagedRisk-Driven-1.4%***** 30.3%*****
IQ CPI Hedge ETFCPITactical: ManagedHedged: Abs Return-3.2%***** 4.0%*****
ProShares Lg CapCSMTactical: ManagedHedged: 130-30-1.0%***** 56.1%*****
Calamos Global GrowthCVLOXTactical: ManagedIncome: Global17.2%***** 64.1%*****
Calamos Market Neu IncCVSIXTactical: ManagedHedged: Mkt Neutral1.0%***** 10.8%*****
Gugg Multi-AssetCVYTactical: ManagedIncome: Multi16.1%***** 73.5%*****
Barclays Conv BondCWBTactical: ManagedIncome: Multi30.4%***** 78.9%*****
WisdmTr EM HiYldDEMTactical: ManagedIncome: Equity1.8%***** 44.6%*****
WisdmTr EM SmCapDGSTactical: ManagedIncome: Equity21.4%***** 62.0%*****
Diamond Hill Long-Short IDHLSXTactical: ManagedHedged: Long/Short1.4%***** 41.6%*****
WisdomTree ex-USDLNTactical: ManagedIncome: Equity-7.6%***** 45.5%*****
WisdmTr Intl SmCapDLSTactical: ManagedIncome: Equity14.7%***** 54.4%*****
Dodge & Cox BalancedDODBXTactical: ManagedRisk-Driven6.1%***** 50.0%*****
DFA Select Hedged DSHGXTactical: ManagedGlobal Macro16.8%***** 64.7%*****
WisdmTr Top 100DTNTactical: ManagedIncome: Equity2.5%***** 51.1%*****
MFS Target Return ADVRAXTactical: ManagedHedged: Abs Return-4.2%***** 11.4%*****
iShares Select DividendDVYTactical: ManagedIncome: Equity20.8%***** 61.3%*****
SPDR S&P Int'lDWXTactical: ManagedIncome: Equity-5.1%***** 29.3%*****
EatonVance GlobalMacroEIGMXTactical: ManagedHedged: Abs Return3.4%***** 10.7%*****
Fidelity BalancedFBALXTactical: ManagedRisk-Driven6.2%***** 48.4%*****
Fidelity ConvertiblesFCVSXTactical: ManagedIncome: Multi19.6%***** 68.3%*****
Fidelity EquityFEQTXTactical: ManagedIncome: Equity-1.9%***** 53.0%*****
Fidelity MuniFHIGXTactical: ManagedIncome: Tax Exempt9.2%***** 6.5%*****
Nuveen Amer MuniFLAAXTactical: ManagedIncome: Tax Exempt8.8%***** 8.5%*****
FPA CrescentFPACXTactical: ManagedRisk-Driven18.8%***** 54.8%*****
Fidelity PuritanFPURXTactical: ManagedRisk-Driven4.0%***** 41.8%*****
Fidelity StrategicFSDIXTactical: ManagedIncome: Equity-1.2%***** 41.4%*****
FundX UpgraderFUNDXTactical: ManagedMomentum2.5%***** 55.2%*****
First Trust Focus 5FVTactical: ManagedSector Rotation9.0%***** 73.6%*****
Gabelli ABC AAAGABCXTactical: ManagedHedged: Mkt Neutral3.7%***** 11.6%*****
Natixis ASG GlobalGAFYXTactical: ManagedHedged: Abs Return-1.5%***** 6.8%*****
Goldman Sachs Instl GARTXTactical: ManagedHedged: Abs Return-0.1%***** 16.7%*****
GMO Benchm-FreeGBMFXTactical: ManagedGlobal Macro3.4%***** 22.0%*****
Goldman DynamicGDIFXTactical: ManagedGlobal Macro-7.4%***** -8.0%*****
Leuthold GlobalGLBIXTactical: ManagedGlobal Macro5.3%***** 31.7%*****
GMO Global AllocGMWAXTactical: ManagedGlobal Macro6.0%***** 33.4%*****
Goldman Sachs Strat IncGSZAXTactical: ManagedIncome: Multi-0.3%***** 15.1%*****
Hedge ReplicationHDGTactical: ManagedBlended5.5%***** 21.7%*****
iShares Hi Div EquityHDVTactical: ManagedIncome: Equity-20.2%***** 38.2%*****
Hancock Horizon InstHHQTXTactical: ManagedHedged: Long/Short-1.5%***** 20.0%*****
ETF: SPDR Inc AllocINKMTactical: ManagedIncome: Multi1.4%***** 31.1%*****
Ivy Asset StrategyIVAEXTactical: ManagedGlobal Macro0.9%***** 45.1%*****
IVA WorldwideIVWIXTactical: ManagedGlobal Macro-2.5%***** 29.9%*****
iSh MultiAsset IncomeIYLDTactical: ManagedIncome: Multi-7.4%***** 22.7%*****
Janus BalancedJANBXTactical: ManagedRisk-Driven-3.7%***** 31.3%*****
Jhancock Global Abs Ret IJHAIXTactical: ManagedHedged: Abs Return-7.3%***** 9.5%*****
JPMorgan Mkt Neutral AJMNAXTactical: ManagedHedged: Mkt Neutral-1.4%***** 3.2%*****
KCM MacroTrendsKCMTXTactical: ManagedHedged: Long/Short9.7%***** 27.3%*****
Inst: Forward SelectKIFYXTactical: ManagedIncome: Multi6.5%***** 49.2%*****
Columbia Div IncomeLBSAXTactical: ManagedIncome: Equity-1.8%***** 45.3%*****
Invesco Divers DividendLCEIXTactical: ManagedIncome: Equity1.7%***** 43.7%*****
Leuthold CoreLCORXTactical: ManagedGlobal Macro4.7%***** 31.2%*****
Lord Abbett Float RateLFRAXTactical: ManagedIncome: Float Rate9.6%***** 18.7%*****
Loomis Global Eq ALGMAXTactical: ManagedIncome: Global-1.9%***** 36.6%*****
Loomis Global Eq YLSWWXTactical: ManagedGlobal Macro-1.6%***** 37.0%*****
BlackRock Global IMALOXTactical: ManagedGlobal Macro2.3%***** 40.6%*****
IQ Hedge Macro ETFMCROTactical: ManagedBlended3.9%***** 19.1%*****
BlackRock Eq DividendMDDVXTactical: ManagedIncome: Equity0.3%***** 52.8%*****
FirstTrust Multi-AssetMDIVTactical: ManagedIncome: Multi-4.9%***** 45.7%*****
BlackRock Nat'l MuniMDNLXTactical: ManagedIncome: Tax Exempt6.8%***** 7.2%*****
MainStay Marketfield AMFADXTactical: ManagedHedged: Long/Short10.0%***** 51.3%*****
MFS Global Tot RetMFWIXTactical: ManagedGlobal Macro-1.2%***** 30.2%*****
Aberdeen Long-Short AMLSAXTactical: ManagedHedged: Long/Short4.5%***** 58.1%*****
IQ Merger ArbitrageMNATactical: ManagedHedged: Arbitrage12.5%***** 11.8%*****
MainStay Int'l OppMYITXTactical: ManagedHedged: 130-303.7%***** 40.7%*****
Grimaldi SectorNAVFXTactical: ManagedSector Rotation5.2%***** 49.7%*****
Neuberger Berman Eq IncNBHAXTactical: ManagedIncome: Global4.3%***** 40.3%*****
Nuveen Preferred INPSRXTactical: ManagedIncome: Multi4.2%***** 26.6%*****
Putnam Abs Ret 100 YPARYXTactical: ManagedHedged: Abs Return2.9%***** 6.6%*****
PIMCO All-AssetPAUIXTactical: ManagedGlobal Macro12.5%***** 37.5%*****
Putnam 700 YPDMYXTactical: ManagedHedged: Abs Return-6.3%***** -4.2%*****
DWA Tech LeadersPDPTactical: ManagedBlended4.6%***** 57.8%*****
iShr Preferred ETFPFFTactical: ManagedIncome: Multi-4.1%***** 26.9%*****
PIMCO Global MultiPGAIXTactical: ManagedGlobal Macro *****  *****
PowerSh Preferred ETFPGXTactical: ManagedIncome: Multi-8.4%***** 19.4%*****
PowerShares Intl DivPIDTactical: ManagedIncome: Equity7.5%***** 52.4%*****
Principal GlobMultiStratPMSAXTactical: ManagedBlended4.0%***** 17.2%*****
Pimco Income PPONPXTactical: ManagedIncome: Multi5.9%***** 14.3%*****
Principal PreferredPPSIXTactical: ManagedIncome: Multi0.2%***** 20.2%*****
T. Rowe Equity IncomePRFDXTactical: ManagedIncome: Equity8.7%***** 60.4%*****
T. Rowe Summit MuniPRINXTactical: ManagedIncome: Tax Exempt10.0%***** 7.5%*****
Permanent PortfolioPRPFXStrategic: ManagedLow Equity6.6%***** 41.5%*****
T. Rowe Global BondPRSNXTactical: ManagedIncome: Multi5.6%***** 17.8%*****
iSh Global EnergyPWCTactical: ManagedBlended14.2%***** 58.8%*****
Putnam Abs Ret 300 YPYTRXTactical: ManagedHedged: Abs Return8.0%***** 10.8%*****
IQ Hedge Multi-StratQAITactical: ManagedBlended0.4%***** 13.9%*****
IQ Hedge ETFQMNTactical: ManagedHedged: Mkt Neutral0.2%***** 10.6%*****
RAFI Long-ShortRALSTactical: ManagedHedged: Long/Short7.9%***** 3.7%*****
RiverFront GlobalGroRLTSXTactical: ManagedGlobal Macro5.0%***** 50.2%*****
MultiAsset ETFRLYTactical: ManagedHedged: Abs Return7.3%***** 42.4%*****
S&P 500 Equal WeightRSPStrategic: ManagedEqual Weight14.4%***** 71.5%*****
Hundredfold SelectSFHYXTactical: ManagedBlended19.5%***** 36.4%*****
Sound Mind InvestingSMIFXTactical: ManagedMomentum13.1%***** 62.4%*****
Schwab Div EquitySWDSXTactical: ManagedIncome: Equity2.0%***** 49.6%*****
Schwab Hedged EqSWHEXTactical: ManagedHedged: Long/Short-13.0%***** 18.3%*****
Schwab BalancedSWOBXTactical: ManagedRisk-Driven-3.5%***** 33.0%*****
Thornburg Inv Income ATIBAXTactical: ManagedIncome: Global4.1%***** 47.5%*****
Thornburg Inv Income YTIBIXTactical: ManagedGlobal Macro4.5%***** 47.9%*****
T. Rowe Retire BalancedTRRIXTactical: ManagedIncome: Multi2.7%***** 27.8%*****
Vanguard LifeStrat GrowthVASGXTactical: ManagedRisk-Driven3.3%***** 45.3%*****
Vanguard LifeStrategyVASIXTactical: ManagedIncome: Multi-3.4%***** 10.8%*****
Vanguard BalancedVBIAXTactical: ManagedRisk-Driven-1.7%***** 34.8%*****
Vanguard EquityVEIPXTactical: ManagedIncome: Equity0.2%***** 47.4%*****
VALIC Global StratVGLSXTactical: ManagedGlobal Macro-1.0%***** 23.7%*****
Vanguard STAR InvVGSTXTactical: ManagedRisk-Driven5.3%***** 42.9%*****
ValueLine AssetAllocVLAAXTactical: ManagedRisk-Driven-9.4%***** 24.9%*****
Vanguard Market NeutralVMNFXTactical: ManagedHedged: Mkt Neutral-0.1%***** -0.3%*****
Vanguard Managed PayoutVPGDXTactical: ManagedIncome: Multi3.9%***** 32.6%*****
Vanguard Target RetireVTINXTactical: ManagedIncome: Multi-1.4%***** 17.0%*****
Vanguard Wellington InvVWELXTactical: ManagedRisk-Driven-3.1%***** 32.8%*****
Vanguard Wellesley AdmVWIAXTactical: ManagedIncome: Multi-6.0%***** 18.4%*****
Vanguard Wellesley InvVWINXTactical: ManagedRisk-Driven-6.1%***** 18.4%*****
Vanguard LT Tax-Exempt VWLTXTactical: ManagedIncome: Tax Exempt6.8%***** 6.4%*****
Vanguard Hi Div Yld ETFVYMTactical: ManagedIncome: Equity0.4%***** 47.9%*****
WF Asset AllocationWFAIXTactical: ManagedRisk-Driven-6.5%***** 29.9%*****
Strategic 50-50s.5050Strategic: DIYBalanced-3.3%***** 29.2%*****
Strategic 60-40 Portfolios.6040Strategic: DIYBalanced-1.8%***** 35.5%*****
Strategic 70-30 Portfolios.7030Strategic: DIYHigh Equity-0.1%***** 41.9%*****
7Twelve Israelsons.712Strategic: DIYBalanced6.5%***** 40.1%*****
Strategic 80-20 Portfolios.8020Strategic: DIYHigh Equity1.9%***** 48.6%*****
ETF Aggressives.aggrStrategic: DIYHigh Equity14.4%***** 52.2%*****
Lazy: Aronsons.aronStrategic: DIYHigh Equity5.9%***** 43.0%*****
Ben Stein inspireds.bensStrategic: DIYHigh Equity2.8%***** 43.3%*****
Harry Browne inspireds.browStrategic: DIYLow Equity-11.2%***** 10.9%*****
Lazy: Ultimate Buy & Holds.buyhStrategic: DIYBalanced3.4%***** 33.2%*****
Lazy: Coffeehouses.coffStrategic: DIYBalanced2.2%***** 34.1%*****
Couch Potato: Scott Burnss.coucStrategic: DIYBalanced-0.3%***** 32.9%*****
Ray Dalio inspireds.daliStrategic: DIYLow Equity-4.1%***** 17.4%*****
Ben Graham 50-50s.grahStrategic: DIYBalanced-1.6%***** 29.8%*****
Safe Haven Portfolios.haveStrategic: DIYBalanced-4.4%***** 21.6%*****
Ivy Portfolios.ivypStrategic: DIYLow Equity5.6%***** 36.8%*****
Six Ways from Sundays.lazyStrategic: DIYBalanced-4.7%***** 40.5%*****
Low Volatility Portfolios.lowvStrategic: DIYHigh Equity-5.3%***** 15.5%*****
Lazy: Margaritavilles.margStrategic: DIYBalanced2.8%***** 39.4%*****
ETF Moderates.modeStrategic: DIYBalanced3.9%***** 36.5%*****
Lazy: No Brainers.nobrStrategic: DIYHigh Equity2.7%***** 45.4%*****
No Equity Portfolios.noeqStrategic: DIYLow Equity-15.8%***** 7.8%*****
Permanent Pluss.plusStrategic: DIYLow Equity-17.3%***** 14.4%*****
Lazy: Second Graders.secoStrategic: DIYHigh Equity4.5%***** 52.3%*****
Lazy: Smart Moneys.smarStrategic: DIYBalanced5.9%***** 37.4%*****
Black Swan Hyperinflations.swanStrategic: DIYLow Equity4.0%***** 45.3%*****
David Swensen inspireds.swenStrategic: DIYBalanced-3.4%***** 32.3%*****
Talmud Broad Markets.talbStrategic: DIYLow Equity-3.1%***** 31.7%*****
Talmud with Blue Chips.talcStrategic: DIYLow Equity-4.2%***** 27.9%*****
Talmud Equities and Golds.talgStrategic: DIYLow Equity-4.1%***** 34.8%*****
Talmud Dividend Equitiess.talmStrategic: DIYLow Equity-3.3%***** 31.8%*****
Talmud with Small Caps.talsStrategic: DIYLow Equity9.0%***** 39.7%*****
Worst Case Scenarios.worsStrategic: DIYLow Equity0.4%***** 6.2%*****
Lazy: Yale Unconventionals.yaleStrategic: DIYHigh Equity-4.0%***** 32.8%*****
Adaptive Allocation At.aaaaTactical: DIYAdaptive14.5%***** 39.6%*****
Adaptive Allocation Bt.aaabTactical: DIYAdaptive14.5%***** 39.4%*****
Adaptive Allocation Ct.aaacTactical: DIYAdaptive14.8%***** 39.2%*****
Adaptive Allocation Dt.aaadTactical: DIYAdaptive21.0%***** 54.0%*****
Adaptive Allocation Et.aaaeTactical: DIYAdaptive19.0%***** 56.8%*****
Adaptive Allocation Ft.aaafTactical: DIYAdaptive3.3%***** 24.7%*****
Active Combined Assett.acapTactical: DIYMomentum-12.5%***** 12.3%*****
Minimum CdaRt.cdarTactical: DIYRisk-Driven-9.6%***** 22.2%*****
Minimum Correlationt.cocoTactical: DIYCorrelation-6.7%***** 27.2%*****
Minimum CvaRt.cvarTactical: DIYRisk-Driven-19.9%***** 4.8%*****
Defensive Bondt.dbndTactical: DIYMomentum-1.9%***** 9.6%*****
Equal Weight With Clustert.distTactical: DIYCorrelation-9.9%***** 16.0%*****
Dynamic Harry Brownet.dyhbTactical: DIYMomentum1.0%***** 10.5%*****
Equal Risk Contributiont.eqrcTactical: DIYRisk-Driven-8.6%***** 20.4%*****
Equal Weight Portfoliot.eqwtTactical: DIYEqual Weight1.7%***** 40.7%*****
Faber Rel Strength: Top 1t.frs1Tactical: DIYMomentum-2.1%***** 26.8%*****
Faber Rel Strength: Top 2t.frs2Tactical: DIYMomentum3.0%***** 21.4%*****
Faber Rel Strength: Top 3t.frs3Tactical: DIYMomentum4.9%***** 25.4%*****
Faber Rel Strength: Top 4t.frs4Tactical: DIYMomentum2.1%***** 20.0%*****
Minimum Drawdownt.lossTactical: DIYRisk-Driven-17.9%***** 9.2%*****
Minimum Downside MADt.maddTactical: DIYRisk-Driven-13.8%***** 13.3%*****
Minimum Mean Abs Deviationt.madmTactical: DIYRisk-Driven-13.8%***** 13.3%*****
Minimum Correlation At.mca1Tactical: DIYRisk-Driven-12.2%***** 15.4%*****
Minimum Correlation Bt.mca2Tactical: DIYRisk-Driven-9.4%***** 19.3%*****
Maximum Diversificationt.mdivTactical: DIYDiversification-13.6%***** 14.4%*****
Minimum Variance Bt.mva2Tactical: DIYRisk-Driven-14.4%***** 11.0%*****
Minimum Variance Ct.mva3Tactical: DIYRisk-Driven-10.8%***** 17.6%*****
Minimum Variance At.mvarTactical: DIYRisk-Driven-15.7%***** 14.3%*****
Pure Momentumt.pureTactical: DIYMomentum24.8%***** 67.0%*****
Quarterly Asset Rotationt.qaroTactical: DIYMomentum-19.1%***** 5.2%*****
Min Downside Deviationt.risdTactical: DIYRisk-Driven-14.6%***** 15.4%*****
Risk Parity Portfolio At.rpbaTactical: DIYRisk-Driven-0.5%***** 36.2%*****
Risk Parity With Clustert.rpclTactical: DIYRisk-Driven-12.3%***** 13.5%*****
Risk Parity Portfolio Bt.rsopTactical: DIYRisk-Driven-0.9%***** 36.3%*****
Maximum Sharpe Portfoliot.sharTactical: DIYRisk/Reward9.7%***** 45.6%*****
Maximum Sortino Portfoliot.sortTactical: DIYRisk/Reward11.0%***** 48.1%*****
Quartile Sector Rotationt.srqrTactical: DIYSector Rotation-11.1%***** 68.5%*****
Rel Strength Sector Rotatnt.srrsTactical: DIYSector Rotation11.5%***** 38.1%*****
Top 3 Sector Rotationt.srt3Tactical: DIYSector Rotation12.9%***** 47.8%*****
Top 5 Sector Rotationt.srt5Tactical: DIYSector Rotation19.6%***** 74.3%*****
Target Return Post-Modernt.trddTactical: DIYTarget Return-11.3%***** 21.1%*****
Target Return 12%t.tretTactical: DIYRisk-Driven-13.4%***** 18.7%*****
Target Risk 10%t.trisTactical: DIYRisk-Driven-5.3%***** 24.1%*****