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All Portfolios, ranked by Standard Deviation

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.
    Standard Deviation Total Return, annualized
Recipe NameIDPeer GroupCategory1 year3 year5 year7 year10 year15 year 1 year3 year5 year7 year10 year15 year
   Group average9.4%***** -2.2%*****
  
AQR Divers NADANXTactical: ManagedHedged: Arbitrage2.4%***** -2.0%*****
AlphaClone AlternativeALFATactical: ManagedHedged: Long/Short18.6%***** -22.9%*****
S&P AggressiveAOATactical: ManagedRisk-Driven10.4%***** -5.7%*****
S&P ConservativeAOKTactical: ManagedRisk-Driven6.0%***** -7.5%*****
S&P ModerateAOMTactical: ManagedRisk-Driven6.7%***** -7.2%*****
S&P GrowthAORTactical: ManagedRisk-Driven8.3%***** -6.3%*****
Arbitrage IARBNXTactical: ManagedHedged: Arbitrage3.1%***** -2.3%*****
Am Century Target DateARTOXTactical: ManagedIncome: Multi6.9%***** -4.8%*****
Absolute Strategies IASFIXTactical: ManagedHedged: Abs Return8.5%***** -4.3%*****
Dreyfus Alpha IAVGRXTactical: ManagedBlended8.2%***** -1.9%*****
BlackRock Strat Inc OppBASIXTactical: ManagedIncome: Multi1.7%***** -3.4%*****
Ibbotson BalancedBETFXTactical: ManagedRisk-Driven7.8%***** -5.4%*****
PwrSh Sr Loan PortfolioBKLNTactical: ManagedIncome: Float Rate2.4%***** 0.4%*****
BlackRock EmMkt ABLSAXTactical: ManagedHedged: Long/Short8.7%***** -22.8%*****
UBS Dyn Alpha ABNAAXTactical: ManagedBlended3.5%***** -2.4%*****
UBS Global AllocBPGLXTactical: ManagedGlobal Macro8.4%***** -7.9%*****
Robeco Long/Short IBPLSXTactical: ManagedHedged: Long/Short14.5%***** 15.1%*****
Berkshire Hathaway IncBRK.ATactical: ManagedGlobal Macro22.8%***** 17.4%*****
Calamos Convertible ACCVIXTactical: ManagedIncome: Multi9.7%***** -13.0%*****
Invesco Convertible YCNSDXTactical: ManagedIncome: Multi9.3%***** -10.1%*****
Columbia Thermostat ZCOTZXTactical: ManagedRisk-Driven4.7%***** -8.3%*****
IQ CPI Hedge ETFCPITactical: ManagedHedged: Abs Return3.5%***** -0.8%*****
ProShares Lg CapCSMTactical: ManagedHedged: 130-3015.1%***** 3.9%*****
Calamos Global GrowthCVLOXTactical: ManagedIncome: Global12.8%***** -9.4%*****
Calamos Market Neu IncCVSIXTactical: ManagedHedged: Mkt Neutral3.1%***** -1.0%*****
Gugg Multi-AssetCVYTactical: ManagedIncome: Multi9.7%***** -3.3%*****
Barclays Conv BondCWBTactical: ManagedIncome: Multi10.6%***** -15.2%*****
WisdmTr EM HiYldDEMTactical: ManagedIncome: Equity10.9%***** -3.8%*****
WisdmTr EM SmCapDGSTactical: ManagedIncome: Equity8.9%***** -2.4%*****
Diamond Hill Long-Short IDHLSXTactical: ManagedHedged: Long/Short8.8%***** 0.8%*****
WisdomTree ex-USDLNTactical: ManagedIncome: Equity13.2%***** 8.4%*****
WisdmTr Intl SmCapDLSTactical: ManagedIncome: Equity10.9%***** -10.4%*****
Dodge & Cox BalancedDODBXTactical: ManagedRisk-Driven8.8%***** -2.2%*****
DFA Select Hedged DSHGXTactical: ManagedGlobal Macro10.7%***** -2.5%*****
MFS Target Return ADVRAXTactical: ManagedHedged: Abs Return4.2%***** -3.1%*****
iShares Select DividendDVYTactical: ManagedIncome: Equity12.0%***** 7.7%*****
SPDR S&P Int'lDWXTactical: ManagedIncome: Equity9.6%***** -1.4%*****
EatonVance GlobalMacroEIGMXTactical: ManagedHedged: Abs Return3.1%***** -0.5%*****
Fidelity BalancedFBALXTactical: ManagedRisk-Driven11.5%***** -4.3%*****
Fidelity ConvertiblesFCVSXTactical: ManagedIncome: Multi10.7%***** -8.3%*****
Fidelity EquityFEQTXTactical: ManagedIncome: Equity12.1%***** 5.4%*****
Fidelity MuniFHIGXTactical: ManagedIncome: Tax Exempt4.9%***** -8.4%*****
Nuveen Amer MuniFLAAXTactical: ManagedIncome: Tax Exempt6.8%***** -12.2%*****
FPA CrescentFPACXTactical: ManagedRisk-Driven8.0%***** -7.8%*****
Fidelity PuritanFPURXTactical: ManagedRisk-Driven11.2%***** -3.8%*****
Fidelity StrategicFSDIXTactical: ManagedIncome: Equity10.9%***** 1.9%*****
FundX UpgraderFUNDXTactical: ManagedMomentum11.8%***** -11.1%*****
First Trust Focus 5FVTactical: ManagedSector Rotation10.8%***** -0.8%*****
Gabelli ABC AAAGABCXTactical: ManagedHedged: Mkt Neutral2.2%***** 0.1%*****
Natixis ASG GlobalGAFYXTactical: ManagedHedged: Abs Return5.8%***** -1.4%*****
Goldman Sachs Instl GARTXTactical: ManagedHedged: Abs Return5.6%***** -2.8%*****
GMO Benchm-FreeGBMFXTactical: ManagedGlobal Macro6.6%***** -4.4%*****
Leuthold GlobalGLBIXTactical: ManagedGlobal Macro7.5%***** -2.1%*****
GMO Global AllocGMWAXTactical: ManagedGlobal Macro7.1%***** -10.0%*****
Goldman Sachs Strat IncGSZAXTactical: ManagedIncome: Multi3.1%***** -3.1%*****
Hedge ReplicationHDGTactical: ManagedBlended4.8%***** -8.7%*****
iShares Hi Div EquityHDVTactical: ManagedIncome: Equity12.8%***** 12.2%*****
ETF: SPDR Inc AllocINKMTactical: ManagedIncome: Multi6.4%***** -4.6%*****
Ivy Asset StrategyIVAEXTactical: ManagedGlobal Macro10.3%***** -4.3%*****
iSh MultiAsset IncomeIYLDTactical: ManagedIncome: Multi7.0%***** -8.8%*****
Janus BalancedJANBXTactical: ManagedRisk-Driven11.2%***** -3.5%*****
Jhancock Global Abs Ret IJHAIXTactical: ManagedHedged: Abs Return6.3%***** 2.3%*****
JPMorgan Mkt Neutral AJMNAXTactical: ManagedHedged: Mkt Neutral4.7%***** -1.8%*****
KCM MacroTrendsKCMTXTactical: ManagedHedged: Long/Short13.4%***** -2.7%*****
Inst: Forward SelectKIFYXTactical: ManagedIncome: Multi7.5%***** 1.8%*****
Columbia Div IncomeLBSAXTactical: ManagedIncome: Equity13.8%***** 4.6%*****
Invesco Divers DividendLCEIXTactical: ManagedIncome: Equity12.0%***** 3.9%*****
Leuthold CoreLCORXTactical: ManagedGlobal Macro7.3%***** -1.9%*****
Lord Abbett Float RateLFRAXTactical: ManagedIncome: Float Rate1.6%***** 2.5%*****
Loomis Global Eq ALGMAXTactical: ManagedIncome: Global12.4%***** -11.8%*****
Loomis Global Eq YLSWWXTactical: ManagedGlobal Macro12.5%***** -11.6%*****
BlackRock Global IMALOXTactical: ManagedGlobal Macro7.8%***** -10.5%*****
IQ Hedge Macro ETFMCROTactical: ManagedBlended4.0%***** -7.6%*****
BlackRock Eq DividendMDDVXTactical: ManagedIncome: Equity11.1%***** 0.7%*****
FirstTrust Multi-AssetMDIVTactical: ManagedIncome: Multi7.4%***** 2.4%*****
BlackRock Nat'l MuniMDNLXTactical: ManagedIncome: Tax Exempt4.6%***** -8.2%*****
MainStay Marketfield AMFADXTactical: ManagedHedged: Long/Short10.4%***** 3.7%*****
MFS Global Tot RetMFWIXTactical: ManagedGlobal Macro7.9%***** -6.1%*****
Aberdeen Long-Short AMLSAXTactical: ManagedHedged: Long/Short35.3%***** 8.9%*****
IQ Merger ArbitrageMNATactical: ManagedHedged: Arbitrage2.5%***** -5.5%*****
MainStay Int'l OppMYITXTactical: ManagedHedged: 130-3010.3%***** -12.9%*****
Grimaldi SectorNAVFXTactical: ManagedSector Rotation11.6%***** -7.2%*****
Neuberger Berman Eq IncNBHAXTactical: ManagedIncome: Global12.8%***** 7.9%*****
Nuveen Preferred INPSRXTactical: ManagedIncome: Multi4.2%***** -5.4%*****
Putnam Abs Ret 100 YPARYXTactical: ManagedHedged: Abs Return1.6%***** -3.5%*****
PIMCO All-AssetPAUIXTactical: ManagedGlobal Macro7.8%***** -1.0%*****
Putnam 700 YPDMYXTactical: ManagedHedged: Abs Return4.2%***** 3.7%*****
DWA Tech LeadersPDPTactical: ManagedBlended17.6%***** -14.8%*****
iShr Preferred ETFPFFTactical: ManagedIncome: Multi8.8%***** -8.4%*****
PIMCO Global MultiPGAIXTactical: ManagedGlobal Macro *****  *****
PowerSh Preferred ETFPGXTactical: ManagedIncome: Multi8.7%***** -13.1%*****
PowerShares Intl DivPIDTactical: ManagedIncome: Equity15.1%***** 10.2%*****
Principal GlobMultiStratPMSAXTactical: ManagedBlended4.1%***** 1.8%*****
Pimco Income PPONPXTactical: ManagedIncome: Multi3.6%***** -5.3%*****
Principal PreferredPPSIXTactical: ManagedIncome: Multi4.1%***** -6.3%*****
T. Rowe Equity IncomePRFDXTactical: ManagedIncome: Equity12.0%***** 3.4%*****
T. Rowe Summit MuniPRINXTactical: ManagedIncome: Tax Exempt4.6%***** -7.5%*****
Permanent PortfolioPRPFXStrategic: ManagedLow Equity8.8%***** -1.7%*****
T. Rowe Global BondPRSNXTactical: ManagedIncome: Multi3.5%***** -7.0%*****
iSh Global EnergyPWCTactical: ManagedBlended13.7%***** -13.3%*****
Putnam Abs Ret 300 YPYTRXTactical: ManagedHedged: Abs Return2.1%***** -4.9%*****
IQ Hedge Multi-StratQAITactical: ManagedBlended4.1%***** -6.6%*****
IQ Hedge ETFQMNTactical: ManagedHedged: Mkt Neutral1.9%***** -5.5%*****
RAFI Long-ShortRALSTactical: ManagedHedged: Long/Short7.7%***** 4.1%*****
MultiAsset ETFRLYTactical: ManagedHedged: Abs Return13.6%***** 22.5%*****
S&P 500 Equal WeightRSPStrategic: ManagedEqual Weight13.2%***** 0.8%*****
Hundredfold SelectSFHYXTactical: ManagedBlended4.7%***** -3.3%*****
Sound Mind InvestingSMIFXTactical: ManagedMomentum11.8%***** -2.8%*****
Schwab Div EquitySWDSXTactical: ManagedIncome: Equity12.4%***** 2.5%*****
Schwab BalancedSWOBXTactical: ManagedRisk-Driven10.1%***** -6.8%*****
Thornburg Inv Income ATIBAXTactical: ManagedIncome: Global9.4%***** 1.5%*****
Thornburg Inv Income YTIBIXTactical: ManagedGlobal Macro9.7%***** 1.8%*****
T. Rowe Retire BalancedTRRIXTactical: ManagedIncome: Multi5.9%***** -6.1%*****
Vanguard LifeStrat GrowthVASGXTactical: ManagedRisk-Driven10.3%***** -6.6%*****
Vanguard LifeStrategyVASIXTactical: ManagedIncome: Multi5.1%***** -7.7%*****
Vanguard BalancedVBIAXTactical: ManagedRisk-Driven10.1%***** -5.3%*****
Vanguard EquityVEIPXTactical: ManagedIncome: Equity11.7%***** 7.5%*****
VALIC Global StratVGLSXTactical: ManagedGlobal Macro8.8%***** -8.6%*****
Vanguard STAR InvVGSTXTactical: ManagedRisk-Driven9.2%***** -10.5%*****
ValueLine AssetAllocVLAAXTactical: ManagedRisk-Driven13.0%***** -5.7%*****
Vanguard Market NeutralVMNFXTactical: ManagedHedged: Mkt Neutral9.9%***** 25.6%*****
Vanguard Managed PayoutVPGDXTactical: ManagedIncome: Multi7.7%***** -0.2%*****
Vanguard Target RetireVTINXTactical: ManagedIncome: Multi5.5%***** -5.7%*****
Vanguard Wellington InvVWELXTactical: ManagedRisk-Driven10.7%***** -3.2%*****
Vanguard Wellesley AdmVWIAXTactical: ManagedIncome: Multi6.2%***** -2.8%*****
Vanguard Wellesley InvVWINXTactical: ManagedRisk-Driven6.2%***** -2.9%*****
Vanguard LT Tax-Exempt VWLTXTactical: ManagedIncome: Tax Exempt4.9%***** -8.5%*****
Vanguard Hi Div Yld ETFVYMTactical: ManagedIncome: Equity11.9%***** 6.8%*****
WF Asset AllocationWFAIXTactical: ManagedRisk-Driven10.7%***** -3.7%*****
Strategic 50-50s.5050Strategic: DIYBalanced9.0%***** -5.9%*****
Strategic 60-40 Portfolios.6040Strategic: DIYBalanced10.1%***** -5.4%*****
Strategic 70-30 Portfolios.7030Strategic: DIYHigh Equity11.3%***** -4.9%*****
7Twelve Israelsons.712Strategic: DIYBalanced8.0%***** 0.2%*****
Strategic 80-20 Portfolios.8020Strategic: DIYHigh Equity12.5%***** -4.4%*****
ETF Aggressives.aggrStrategic: DIYHigh Equity9.5%***** -9.3%*****
Lazy: Aronsons.aronStrategic: DIYHigh Equity9.1%***** -8.8%*****
Ben Stein inspireds.bensStrategic: DIYHigh Equity9.5%***** -3.3%*****
Harry Browne inspireds.browStrategic: DIYLow Equity7.6%***** -3.0%*****
Lazy: Ultimate Buy & Holds.buyhStrategic: DIYBalanced7.1%***** -5.2%*****
Lazy: Coffeehouses.coffStrategic: DIYBalanced8.5%***** -4.6%*****
Couch Potato: Scott Burnss.coucStrategic: DIYBalanced9.2%***** -1.3%*****
Ray Dalio inspireds.daliStrategic: DIYLow Equity6.7%***** -1.9%*****
Ben Graham 50-50s.grahStrategic: DIYBalanced7.3%***** -3.0%*****
Safe Haven Portfolios.haveStrategic: DIYBalanced9.3%***** 1.8%*****
Ivy Portfolios.ivypStrategic: DIYLow Equity9.9%***** 6.2%*****
Six Ways from Sundays.lazyStrategic: DIYBalanced9.0%***** 4.4%*****
Low Volatility Portfolios.lowvStrategic: DIYHigh Equity5.9%***** -0.8%*****
Lazy: Margaritavilles.margStrategic: DIYBalanced8.9%***** -4.5%*****
ETF Moderates.modeStrategic: DIYBalanced8.6%***** -7.4%*****
Lazy: No Brainers.nobrStrategic: DIYHigh Equity10.4%***** -7.0%*****
No Equity Portfolios.noeqStrategic: DIYLow Equity10.8%***** 0.9%*****
Permanent Pluss.plusStrategic: DIYLow Equity11.4%***** -3.4%*****
Lazy: Second Graders.secoStrategic: DIYHigh Equity11.7%***** -6.0%*****
Lazy: Smart Moneys.smarStrategic: DIYBalanced7.4%***** -4.3%*****
Black Swan Hyperinflations.swanStrategic: DIYLow Equity14.6%***** 20.1%*****
David Swensen inspireds.swenStrategic: DIYBalanced11.2%***** -3.4%*****
Talmud Broad Markets.talbStrategic: DIYLow Equity11.9%***** -1.4%*****
Talmud with Blue Chips.talcStrategic: DIYLow Equity10.4%***** -0.1%*****
Talmud Equities and Golds.talgStrategic: DIYLow Equity13.5%***** 4.1%*****
Talmud Dividend Equitiess.talmStrategic: DIYLow Equity13.2%***** 6.5%*****
Talmud with Small Caps.talsStrategic: DIYLow Equity10.2%***** -4.3%*****
Worst Case Scenarios.worsStrategic: DIYLow Equity4.0%***** 2.8%*****
Lazy: Yale Unconventionals.yaleStrategic: DIYHigh Equity11.2%***** -3.3%*****
Adaptive Allocation At.aaaaTactical: DIYAdaptive10.8%***** -3.5%*****
Adaptive Allocation Bt.aaabTactical: DIYAdaptive10.4%***** -6.8%*****
Adaptive Allocation Ct.aaacTactical: DIYAdaptive10.3%***** -7.1%*****
Adaptive Allocation Dt.aaadTactical: DIYAdaptive12.5%***** 1.9%*****
Adaptive Allocation Et.aaaeTactical: DIYAdaptive10.7%***** -6.2%*****
Adaptive Allocation Ft.aaafTactical: DIYAdaptive12.8%***** 11.0%*****
Active Combined Assett.acapTactical: DIYMomentum12.9%***** 1.1%*****
Minimum CdaRt.cdarTactical: DIYRisk-Driven9.5%***** -2.4%*****
Minimum Correlationt.cocoTactical: DIYCorrelation9.0%***** -7.0%*****
Minimum CvaRt.cvarTactical: DIYRisk-Driven10.2%***** -5.7%*****
Defensive Bondt.dbndTactical: DIYMomentum3.5%***** -3.2%*****
Equal Weight With Clustert.distTactical: DIYCorrelation9.7%***** -5.3%*****
Dynamic Harry Brownet.dyhbTactical: DIYMomentum5.3%***** -7.3%*****
Equal Risk Contributiont.eqrcTactical: DIYRisk-Driven10.0%***** -4.8%*****
Equal Weight Portfoliot.eqwtTactical: DIYEqual Weight11.3%***** -6.4%*****
Faber Rel Strength: Top 1t.frs1Tactical: DIYMomentum26.2%***** 20.3%*****
Faber Rel Strength: Top 2t.frs2Tactical: DIYMomentum13.6%***** 24.0%*****
Faber Rel Strength: Top 3t.frs3Tactical: DIYMomentum12.7%***** 13.3%*****
Faber Rel Strength: Top 4t.frs4Tactical: DIYMomentum10.9%***** 9.0%*****
Minimum Drawdownt.lossTactical: DIYRisk-Driven12.4%***** -2.5%*****
Minimum Downside MADt.maddTactical: DIYRisk-Driven9.6%***** -4.1%*****
Minimum Mean Abs Deviationt.madmTactical: DIYRisk-Driven9.6%***** -4.1%*****
Minimum Correlation At.mca1Tactical: DIYRisk-Driven9.6%***** -3.2%*****
Minimum Correlation Bt.mca2Tactical: DIYRisk-Driven10.1%***** -3.9%*****
Maximum Diversificationt.mdivTactical: DIYDiversification9.2%***** -5.2%*****
Minimum Variance Bt.mva2Tactical: DIYRisk-Driven9.6%***** -1.4%*****
Minimum Variance Ct.mva3Tactical: DIYRisk-Driven10.2%***** -1.4%*****
Minimum Variance At.mvarTactical: DIYRisk-Driven9.7%***** -1.4%*****
Pure Momentumt.pureTactical: DIYMomentum14.5%***** -7.7%*****
Quarterly Asset Rotationt.qaroTactical: DIYMomentum8.3%***** -3.2%*****
Min Downside Deviationt.risdTactical: DIYRisk-Driven9.4%***** -1.0%*****
Risk Parity Portfolio At.rpbaTactical: DIYRisk-Driven11.1%***** -5.1%*****
Risk Parity With Clustert.rpclTactical: DIYRisk-Driven9.5%***** -3.9%*****
Risk Parity Portfolio Bt.rsopTactical: DIYRisk-Driven11.1%***** -4.9%*****
Maximum Sharpe Portfoliot.sharTactical: DIYRisk/Reward11.2%***** 3.0%*****
Maximum Sortino Portfoliot.sortTactical: DIYRisk/Reward11.2%***** 2.4%*****
Quartile Sector Rotationt.srqrTactical: DIYSector Rotation32.5%***** -5.3%*****
Rel Strength Sector Rotatnt.srrsTactical: DIYSector Rotation14.0%***** 10.4%*****
Top 3 Sector Rotationt.srt3Tactical: DIYSector Rotation16.8%***** 6.0%*****
Top 5 Sector Rotationt.srt5Tactical: DIYSector Rotation12.3%***** 4.4%*****
Target Return Post-Modernt.trddTactical: DIYTarget Return10.2%***** 0.2%*****
Target Return 12%t.tretTactical: DIYRisk-Driven10.2%***** 0.3%*****
Target Risk 10%t.trisTactical: DIYRisk-Driven12.6%***** 3.8%*****