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All Portfolios, ranked by Historical Return

for period ending April 30, 2022
 
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.
    Historical Return Total Return, annualized
Recipe NameIDPeer GroupCategory20172018201920202021 1 year3 year5 year7 year10 year15 year
   Group average13.4%**** -2.2%*****
  
AQR Divers NADANXTactical: ManagedHedged: Arbitrage5.6%**** -2.0%*****
AlphaClone AlternativeALFATactical: ManagedHedged: Long/Short21.6%**** -22.9%*****
S&P AggressiveAOATactical: ManagedRisk-Driven20.0%**** -5.7%*****
S&P ConservativeAOKTactical: ManagedRisk-Driven9.7%**** -7.5%*****
S&P ModerateAOMTactical: ManagedRisk-Driven11.6%**** -7.2%*****
S&P GrowthAORTactical: ManagedRisk-Driven15.8%**** -6.3%*****
Arbitrage IARBNXTactical: ManagedHedged: Arbitrage2.9%**** -2.3%*****
Am Century Target DateARTOXTactical: ManagedIncome: Multi10.2%**** -4.8%*****
Absolute Strategies IASFIXTactical: ManagedHedged: Abs Return-8.4%**** -4.3%*****
Dreyfus Alpha IAVGRXTactical: ManagedBlended7.7%**** -1.9%*****
BlackRock Strat Inc OppBASIXTactical: ManagedIncome: Multi4.6%**** -3.4%*****
Ibbotson BalancedBETFXTactical: ManagedRisk-Driven13.3%**** -5.4%*****
PwrSh Sr Loan PortfolioBKLNTactical: ManagedIncome: Float Rate2.1%**** 0.4%*****
BlackRock EmMkt ABLSAXTactical: ManagedHedged: Long/Short14.3%**** -22.8%*****
UBS Dyn Alpha ABNAAXTactical: ManagedBlended4.1%**** -2.4%*****
UBS Global AllocBPGLXTactical: ManagedGlobal Macro17.1%**** -7.9%*****
Robeco Long/Short IBPLSXTactical: ManagedHedged: Long/Short2.8%**** 15.1%*****
Berkshire Hathaway IncBRK.ATactical: ManagedGlobal Macro21.9%**** 17.4%*****
Calamos Convertible ACCVIXTactical: ManagedIncome: Multi14.3%**** -13.0%*****
Invesco Convertible YCNSDXTactical: ManagedIncome: Multi10.7%**** -10.1%*****
Columbia Thermostat ZCOTZXTactical: ManagedRisk-Driven5.5%**** -8.3%*****
IQ CPI Hedge ETFCPITactical: ManagedHedged: Abs Return3.0%**** -0.8%*****
ProShares Lg CapCSMTactical: ManagedHedged: 130-3022.5%**** 3.9%*****
Calamos Global GrowthCVLOXTactical: ManagedIncome: Global20.1%**** -9.4%*****
Calamos Market Neu IncCVSIXTactical: ManagedHedged: Mkt Neutral4.6%**** -1.0%*****
Gugg Multi-AssetCVYTactical: ManagedIncome: Multi15.9%**** -3.3%*****
Barclays Conv BondCWBTactical: ManagedIncome: Multi14.0%**** -15.2%*****
WisdmTr EM HiYldDEMTactical: ManagedIncome: Equity26.2%**** -3.8%*****
WisdmTr EM SmCapDGSTactical: ManagedIncome: Equity37.5%**** -2.4%*****
Diamond Hill Long-Short IDHLSXTactical: ManagedHedged: Long/Short6.0%**** 0.8%*****
WisdomTree ex-USDLNTactical: ManagedIncome: Equity18.2%**** 8.4%*****
WisdmTr Intl SmCapDLSTactical: ManagedIncome: Equity31.8%**** -10.4%*****
Dodge & Cox BalancedDODBXTactical: ManagedRisk-Driven12.6%**** -2.2%*****
DFA Select Hedged DSHGXTactical: ManagedGlobal Macro22.7%**** -2.5%*****
MFS Target Return ADVRAXTactical: ManagedHedged: Abs Return6.2%**** -3.1%*****
iShares Select DividendDVYTactical: ManagedIncome: Equity14.8%**** 7.7%*****
SPDR S&P Int'lDWXTactical: ManagedIncome: Equity18.9%**** -1.4%*****
EatonVance GlobalMacroEIGMXTactical: ManagedHedged: Abs Return4.3%**** -0.5%*****
Fidelity BalancedFBALXTactical: ManagedRisk-Driven16.5%**** -4.3%*****
Fidelity ConvertiblesFCVSXTactical: ManagedIncome: Multi9.7%**** -8.3%*****
Fidelity EquityFEQTXTactical: ManagedIncome: Equity14.1%**** 5.4%*****
Fidelity MuniFHIGXTactical: ManagedIncome: Tax Exempt6.6%**** -8.4%*****
Nuveen Amer MuniFLAAXTactical: ManagedIncome: Tax Exempt8.0%**** -12.2%*****
FPA CrescentFPACXTactical: ManagedRisk-Driven10.4%**** -7.8%*****
Fidelity PuritanFPURXTactical: ManagedRisk-Driven18.7%**** -3.8%*****
Fidelity StrategicFSDIXTactical: ManagedIncome: Equity12.2%**** 1.9%*****
FundX UpgraderFUNDXTactical: ManagedMomentum15.4%**** -11.1%*****
First Trust Focus 5FVTactical: ManagedSector Rotation20.0%**** -0.8%*****
Gabelli ABC AAAGABCXTactical: ManagedHedged: Mkt Neutral2.2%**** 0.1%*****
Natixis ASG GlobalGAFYXTactical: ManagedHedged: Abs Return10.9%**** -1.4%*****
Goldman Sachs Instl GARTXTactical: ManagedHedged: Abs Return6.9%**** -2.8%*****
GMO Benchm-FreeGBMFXTactical: ManagedGlobal Macro13.0%**** -4.4%*****
Leuthold GlobalGLBIXTactical: ManagedGlobal Macro16.7%**** -2.1%*****
GMO Global AllocGMWAXTactical: ManagedGlobal Macro15.7%**** -10.0%*****
Goldman Sachs Strat IncGSZAXTactical: ManagedIncome: Multi-0.5%**** -3.1%*****
Hedge ReplicationHDGTactical: ManagedBlended5.6%**** -8.7%*****
iShares Hi Div EquityHDVTactical: ManagedIncome: Equity13.4%**** 12.2%*****
ETF: SPDR Inc AllocINKMTactical: ManagedIncome: Multi13.9%**** -4.6%*****
Ivy Asset StrategyIVAEXTactical: ManagedGlobal Macro18.8%**** -4.3%*****
iSh MultiAsset IncomeIYLDTactical: ManagedIncome: Multi10.9%**** -8.8%*****
Janus BalancedJANBXTactical: ManagedRisk-Driven18.5%**** -3.5%*****
Jhancock Global Abs Ret IJHAIXTactical: ManagedHedged: Abs Return3.7%**** 2.3%*****
JPMorgan Mkt Neutral AJMNAXTactical: ManagedHedged: Mkt Neutral5.4%**** -1.8%*****
KCM MacroTrendsKCMTXTactical: ManagedHedged: Long/Short22.5%**** -2.7%*****
Inst: Forward SelectKIFYXTactical: ManagedIncome: Multi1.8%**** 1.8%*****
Columbia Div IncomeLBSAXTactical: ManagedIncome: Equity20.5%**** 4.6%*****
Invesco Divers DividendLCEIXTactical: ManagedIncome: Equity8.2%**** 3.9%*****
Leuthold CoreLCORXTactical: ManagedGlobal Macro15.8%**** -1.9%*****
Lord Abbett Float RateLFRAXTactical: ManagedIncome: Float Rate3.8%**** 2.5%*****
Loomis Global Eq ALGMAXTactical: ManagedIncome: Global21.8%**** -11.8%*****
Loomis Global Eq YLSWWXTactical: ManagedGlobal Macro22.1%**** -11.6%*****
BlackRock Global IMALOXTactical: ManagedGlobal Macro13.6%**** -10.5%*****
IQ Hedge Macro ETFMCROTactical: ManagedBlended7.9%**** -7.6%*****
BlackRock Eq DividendMDDVXTactical: ManagedIncome: Equity16.4%**** 0.7%*****
FirstTrust Multi-AssetMDIVTactical: ManagedIncome: Multi5.6%**** 2.4%*****
BlackRock Nat'l MuniMDNLXTactical: ManagedIncome: Tax Exempt5.2%**** -8.2%*****
MainStay Marketfield AMFADXTactical: ManagedHedged: Long/Short20.8%**** 3.7%*****
MFS Global Tot RetMFWIXTactical: ManagedGlobal Macro15.5%**** -6.1%*****
Aberdeen Long-Short AMLSAXTactical: ManagedHedged: Long/Short12.8%**** 8.9%*****
IQ Merger ArbitrageMNATactical: ManagedHedged: Arbitrage6.0%**** -5.5%*****
MainStay Int'l OppMYITXTactical: ManagedHedged: 130-3022.9%**** -12.9%*****
Grimaldi SectorNAVFXTactical: ManagedSector Rotation20.4%**** -7.2%*****
Neuberger Berman Eq IncNBHAXTactical: ManagedIncome: Global12.8%**** 7.9%*****
Nuveen Preferred INPSRXTactical: ManagedIncome: Multi11.2%**** -5.4%*****
Putnam Abs Ret 100 YPARYXTactical: ManagedHedged: Abs Return3.5%**** -3.5%*****
PIMCO All-AssetPAUIXTactical: ManagedGlobal Macro12.0%**** -1.0%*****
Putnam 700 YPDMYXTactical: ManagedHedged: Abs Return10.1%**** 3.7%*****
DWA Tech LeadersPDPTactical: ManagedBlended23.3%**** -14.8%*****
iShr Preferred ETFPFFTactical: ManagedIncome: Multi8.1%**** -8.4%*****
PIMCO Global MultiPGAIXTactical: ManagedGlobal Macro ****  *****
PowerSh Preferred ETFPGXTactical: ManagedIncome: Multi10.5%**** -13.1%*****
PowerShares Intl DivPIDTactical: ManagedIncome: Equity19.0%**** 10.2%*****
Principal GlobMultiStratPMSAXTactical: ManagedBlended6.2%**** 1.8%*****
Pimco Income PPONPXTactical: ManagedIncome: Multi8.5%**** -5.3%*****
Principal PreferredPPSIXTactical: ManagedIncome: Multi10.5%**** -6.3%*****
T. Rowe Equity IncomePRFDXTactical: ManagedIncome: Equity16.2%**** 3.4%*****
T. Rowe Summit MuniPRINXTactical: ManagedIncome: Tax Exempt5.9%**** -7.5%*****
Permanent PortfolioPRPFXStrategic: ManagedLow Equity11.4%**** -1.7%*****
T. Rowe Global BondPRSNXTactical: ManagedIncome: Multi6.5%**** -7.0%*****
iSh Global EnergyPWCTactical: ManagedBlended20.2%**** -13.3%*****
Putnam Abs Ret 300 YPYTRXTactical: ManagedHedged: Abs Return5.5%**** -4.9%*****
IQ Hedge Multi-StratQAITactical: ManagedBlended6.2%**** -6.6%*****
IQ Hedge ETFQMNTactical: ManagedHedged: Mkt Neutral2.5%**** -5.5%*****
RAFI Long-ShortRALSTactical: ManagedHedged: Long/Short-4.6%**** 4.1%*****
MultiAsset ETFRLYTactical: ManagedHedged: Abs Return9.5%**** 22.5%*****
S&P 500 Equal WeightRSPStrategic: ManagedEqual Weight18.5%**** 0.8%*****
Hundredfold SelectSFHYXTactical: ManagedBlended9.0%**** -3.3%*****
Sound Mind InvestingSMIFXTactical: ManagedMomentum17.5%**** -2.8%*****
Schwab Div EquitySWDSXTactical: ManagedIncome: Equity15.7%**** 2.5%*****
Schwab BalancedSWOBXTactical: ManagedRisk-Driven15.5%**** -6.8%*****
Thornburg Inv Income ATIBAXTactical: ManagedIncome: Global14.8%**** 1.5%*****
Thornburg Inv Income YTIBIXTactical: ManagedGlobal Macro15.2%**** 1.8%*****
T. Rowe Retire BalancedTRRIXTactical: ManagedIncome: Multi10.4%**** -6.1%*****
Vanguard LifeStrat GrowthVASGXTactical: ManagedRisk-Driven19.2%**** -6.6%*****
Vanguard LifeStrategyVASIXTactical: ManagedIncome: Multi7.0%**** -7.7%*****
Vanguard BalancedVBIAXTactical: ManagedRisk-Driven13.9%**** -5.3%*****
Vanguard EquityVEIPXTactical: ManagedIncome: Equity18.4%**** 7.5%*****
VALIC Global StratVGLSXTactical: ManagedGlobal Macro13.6%**** -8.6%*****
Vanguard STAR InvVGSTXTactical: ManagedRisk-Driven18.3%**** -10.5%*****
ValueLine AssetAllocVLAAXTactical: ManagedRisk-Driven14.9%**** -5.7%*****
Vanguard Market NeutralVMNFXTactical: ManagedHedged: Mkt Neutral-4.9%**** 25.6%*****
Vanguard Managed PayoutVPGDXTactical: ManagedIncome: Multi13.3%**** -0.2%*****
Vanguard Target RetireVTINXTactical: ManagedIncome: Multi8.5%**** -5.7%*****
Vanguard Wellington InvVWELXTactical: ManagedRisk-Driven14.7%**** -3.2%*****
Vanguard Wellesley AdmVWIAXTactical: ManagedIncome: Multi10.2%**** -2.8%*****
Vanguard Wellesley InvVWINXTactical: ManagedRisk-Driven10.2%**** -2.9%*****
Vanguard LT Tax-Exempt VWLTXTactical: ManagedIncome: Tax Exempt6.4%**** -8.5%*****
Vanguard Hi Div Yld ETFVYMTactical: ManagedIncome: Equity16.4%**** 6.8%*****
WF Asset AllocationWFAIXTactical: ManagedRisk-Driven12.4%**** -3.7%*****
Strategic 50-50s.5050Strategic: DIYBalanced12.1%**** -5.9%*****
Strategic 60-40 Portfolios.6040Strategic: DIYBalanced13.9%**** -5.4%*****
Strategic 70-30 Portfolios.7030Strategic: DIYHigh Equity15.7%**** -4.9%*****
7Twelve Israelsons.712Strategic: DIYBalanced12.0%**** 0.2%*****
Strategic 80-20 Portfolios.8020Strategic: DIYHigh Equity17.5%**** -4.4%*****
ETF Aggressives.aggrStrategic: DIYHigh Equity20.8%**** -9.3%*****
Lazy: Aronsons.aronStrategic: DIYHigh Equity17.8%**** -8.8%*****
Ben Stein inspireds.bensStrategic: DIYHigh Equity17.8%**** -3.3%*****
Harry Browne inspireds.browStrategic: DIYLow Equity10.7%**** -3.0%*****
Lazy: Ultimate Buy & Holds.buyhStrategic: DIYBalanced12.8%**** -5.2%*****
Lazy: Coffeehouses.coffStrategic: DIYBalanced11.0%**** -4.6%*****
Couch Potato: Scott Burnss.coucStrategic: DIYBalanced11.7%**** -1.3%*****
Ray Dalio inspireds.daliStrategic: DIYLow Equity9.0%**** -1.9%*****
Ben Graham 50-50s.grahStrategic: DIYBalanced11.4%**** -3.0%*****
Safe Haven Portfolios.haveStrategic: DIYBalanced12.8%**** 1.8%*****
Ivy Portfolios.ivypStrategic: DIYLow Equity11.9%**** 6.2%*****
Six Ways from Sundays.lazyStrategic: DIYBalanced10.7%**** 4.4%*****
Low Volatility Portfolios.lowvStrategic: DIYHigh Equity13.9%**** -0.8%*****
Lazy: Margaritavilles.margStrategic: DIYBalanced16.7%**** -4.5%*****
ETF Moderates.modeStrategic: DIYBalanced14.3%**** -7.4%*****
Lazy: No Brainers.nobrStrategic: DIYHigh Equity16.8%**** -7.0%*****
No Equity Portfolios.noeqStrategic: DIYLow Equity9.0%**** 0.9%*****
Permanent Pluss.plusStrategic: DIYLow Equity17.0%**** -3.4%*****
Lazy: Second Graders.secoStrategic: DIYHigh Equity21.0%**** -6.0%*****
Lazy: Smart Moneys.smarStrategic: DIYBalanced11.9%**** -4.3%*****
Black Swan Hyperinflations.swanStrategic: DIYLow Equity6.2%**** 20.1%*****
David Swensen inspireds.swenStrategic: DIYBalanced14.3%**** -3.4%*****
Talmud Broad Markets.talbStrategic: DIYLow Equity9.7%**** -1.4%*****
Talmud with Blue Chips.talcStrategic: DIYLow Equity10.9%**** -0.1%*****
Talmud Equities and Golds.talgStrategic: DIYLow Equity12.9%**** 4.1%*****
Talmud Dividend Equitiess.talmStrategic: DIYLow Equity10.7%**** 6.5%*****
Talmud with Small Caps.talsStrategic: DIYLow Equity6.5%**** -4.3%*****
Worst Case Scenarios.worsStrategic: DIYLow Equity-4.9%**** 2.8%*****
Lazy: Yale Unconventionals.yaleStrategic: DIYHigh Equity14.2%**** -3.3%*****
Adaptive Allocation At.aaaaTactical: DIYAdaptive19.0%**** -3.5%*****
Adaptive Allocation Bt.aaabTactical: DIYAdaptive20.5%**** -6.8%*****
Adaptive Allocation Ct.aaacTactical: DIYAdaptive20.2%**** -7.1%*****
Adaptive Allocation Dt.aaadTactical: DIYAdaptive17.6%**** 1.9%*****
Adaptive Allocation Et.aaaeTactical: DIYAdaptive18.5%**** -6.2%*****
Adaptive Allocation Ft.aaafTactical: DIYAdaptive19.2%**** 11.0%*****
Active Combined Assett.acapTactical: DIYMomentum11.1%**** 1.1%*****
Minimum CdaRt.cdarTactical: DIYRisk-Driven22.1%**** -2.4%*****
Minimum Correlationt.cocoTactical: DIYCorrelation13.4%**** -7.0%*****
Minimum CvaRt.cvarTactical: DIYRisk-Driven15.9%**** -5.7%*****
Defensive Bondt.dbndTactical: DIYMomentum1.8%**** -3.2%*****
Equal Weight With Clustert.distTactical: DIYCorrelation16.4%**** -5.3%*****
Dynamic Harry Brownet.dyhbTactical: DIYMomentum6.0%**** -7.3%*****
Equal Risk Contributiont.eqrcTactical: DIYRisk-Driven18.3%**** -4.8%*****
Equal Weight Portfoliot.eqwtTactical: DIYEqual Weight20.1%**** -6.4%*****
Faber Rel Strength: Top 1t.frs1Tactical: DIYMomentum15.8%**** 20.3%*****
Faber Rel Strength: Top 2t.frs2Tactical: DIYMomentum16.5%**** 24.0%*****
Faber Rel Strength: Top 3t.frs3Tactical: DIYMomentum15.6%**** 13.3%*****
Faber Rel Strength: Top 4t.frs4Tactical: DIYMomentum11.1%**** 9.0%*****
Minimum Drawdownt.lossTactical: DIYRisk-Driven17.5%**** -2.5%*****
Minimum Downside MADt.maddTactical: DIYRisk-Driven18.5%**** -4.1%*****
Minimum Mean Abs Deviationt.madmTactical: DIYRisk-Driven18.5%**** -4.1%*****
Minimum Correlation At.mca1Tactical: DIYRisk-Driven16.2%**** -3.2%*****
Minimum Correlation Bt.mca2Tactical: DIYRisk-Driven18.0%**** -3.9%*****
Maximum Diversificationt.mdivTactical: DIYDiversification13.9%**** -5.2%*****
Minimum Variance Bt.mva2Tactical: DIYRisk-Driven16.4%**** -1.4%*****
Minimum Variance Ct.mva3Tactical: DIYRisk-Driven17.8%**** -1.4%*****
Minimum Variance At.mvarTactical: DIYRisk-Driven17.6%**** -1.4%*****
Pure Momentumt.pureTactical: DIYMomentum20.0%**** -7.7%*****
Quarterly Asset Rotationt.qaroTactical: DIYMomentum13.4%**** -3.2%*****
Min Downside Deviationt.risdTactical: DIYRisk-Driven17.3%**** -1.0%*****
Risk Parity Portfolio At.rpbaTactical: DIYRisk-Driven20.2%**** -5.1%*****
Risk Parity With Clustert.rpclTactical: DIYRisk-Driven17.7%**** -3.9%*****
Risk Parity Portfolio Bt.rsopTactical: DIYRisk-Driven20.0%**** -4.9%*****
Maximum Sharpe Portfoliot.sharTactical: DIYRisk/Reward13.8%**** 3.0%*****
Maximum Sortino Portfoliot.sortTactical: DIYRisk/Reward13.5%**** 2.4%*****
Quartile Sector Rotationt.srqrTactical: DIYSector Rotation56.7%**** -5.3%*****
Rel Strength Sector Rotatnt.srrsTactical: DIYSector Rotation19.8%**** 10.4%*****
Top 3 Sector Rotationt.srt3Tactical: DIYSector Rotation18.0%**** 6.0%*****
Top 5 Sector Rotationt.srt5Tactical: DIYSector Rotation19.4%**** 4.4%*****
Target Return Post-Modernt.trddTactical: DIYTarget Return16.3%**** 0.2%*****
Target Return 12%t.tretTactical: DIYRisk-Driven16.7%**** 0.3%*****
Target Risk 10%t.trisTactical: DIYRisk-Driven15.0%**** 3.8%*****