VizMetrics Inc. - Better visibility. Better results.

All Portfolios, ranked by Total Return

for period ending November 30, 2023
 
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.
    Total Return VizMetrics Score
Recipe NameIDPeer GroupCategoryYear-to-dateNov 2023    1 year3 year5 year7 year10 year15 year 1 year3 year5 year7 year10 year15 year
   Group average7.2%5.8%4.9%***** 87*****
  
AQR Divers NADANXTactical: ManagedHedged: Arbitrage2.8%1.4%3.2%***** 100*****
S&P AggressiveAOATactical: ManagedRisk-Driven12.9%7.8%8.9%***** 100*****
S&P ConservativeAOKTactical: ManagedRisk-Driven6.3%5.5%4.0%***** 92*****
S&P ModerateAOMTactical: ManagedRisk-Driven7.9%6.0%5.3%***** 95*****
S&P GrowthAORTactical: ManagedRisk-Driven10.8%6.9%6.9%***** 96*****
Arbitrage IARBNXTactical: ManagedHedged: Arbitrage4.6%2.5%5.3%***** 100*****
Am Century Target DateARTOXTactical: ManagedIncome: Multi6.9%5.7%4.5%***** 95*****
Absolute Strategies IASFIXTactical: ManagedHedged: Abs Return-12.8%-3.6%-10.4%***** 44*****
Dreyfus Alpha IAVGRXTactical: ManagedBlended4.5%1.5%2.3%***** 93*****
BlackRock Strat Inc OppBASIXTactical: ManagedIncome: Multi0.3%2.5%-0.0%***** 89*****
Ibbotson BalancedBETFXTactical: ManagedRisk-Driven7.5%6.6%4.3%***** 90*****
PwrSh Sr Loan PortfolioBKLNTactical: ManagedIncome: Float Rate10.3%1.3%9.8%***** 100*****
BlackRock EmMkt ABLSAXTactical: ManagedHedged: Long/Short5.2%6.0%2.5%***** 68*****
UBS Global AllocBPGLXTactical: ManagedGlobal Macro4.8%6.5%2.3%***** 82*****
Robeco Long/Short IBPLSXTactical: ManagedHedged: Long/Short10.8%5.4%10.0%***** 100*****
Berkshire Hathaway IncBRK.ATactical: ManagedGlobal Macro16.5%5.4%13.7%***** 100*****
Calamos Convertible ACCVIXTactical: ManagedIncome: Multi5.2%5.9%1.9%***** 79*****
Invesco Convertible YCNSDXTactical: ManagedIncome: Multi2.9%5.9%0.2%***** 79*****
Columbia Thermostat ZCOTZXTactical: ManagedRisk-Driven7.1%6.3%5.7%***** 99*****
IQ CPI Hedge ETFCPITactical: ManagedHedged: Abs Return6.0%3.5%3.7%***** 95*****
ProShares Lg CapCSMTactical: ManagedHedged: 130-3016.9%8.9%9.0%***** 93*****
Calamos Global GrowthCVLOXTactical: ManagedIncome: Global10.2%7.2%5.7%***** 89*****
Calamos Market Neu IncCVSIXTactical: ManagedHedged: Mkt Neutral8.0%1.6%7.9%***** 100*****
Gugg Multi-AssetCVYTactical: ManagedIncome: Multi11.5%7.2%5.6%***** 79*****
Barclays Conv BondCWBTactical: ManagedIncome: Multi7.7%5.7%4.9%***** 89*****
WisdmTr EM HiYldDEMTactical: ManagedIncome: Equity15.0%6.9%11.6%***** 100*****
WisdmTr EM SmCapDGSTactical: ManagedIncome: Equity12.8%8.0%11.3%***** 100*****
Diamond Hill Long-Short IDHLSXTactical: ManagedHedged: Long/Short8.9%5.2%7.1%***** 100*****
WisdomTree ex-USDLNTactical: ManagedIncome: Equity5.2%6.7%1.3%***** 75*****
WisdmTr Intl SmCapDLSTactical: ManagedIncome: Equity7.0%7.8%6.5%***** 89*****
Dodge & Cox BalancedDODBXTactical: ManagedRisk-Driven8.8%5.9%6.2%***** 97*****
DFA Select Hedged DSHGXTactical: ManagedGlobal Macro14.2%7.7%9.3%***** 100*****
MFS Target Return ADVRAXTactical: ManagedHedged: Abs Return8.4%3.9%7.2%***** 100*****
iShares Select DividendDVYTactical: ManagedIncome: Equity-4.4%7.0%-7.3%***** 40*****
SPDR S&P Int'lDWXTactical: ManagedIncome: Equity10.1%6.0%9.2%***** 100*****
EatonVance GlobalMacroEIGMXTactical: ManagedHedged: Abs Return2.1%0.6%3.7%***** 100*****
Fidelity BalancedFBALXTactical: ManagedRisk-Driven15.6%7.5%10.7%***** 100*****
Fidelity ConvertiblesFCVSXTactical: ManagedIncome: Multi6.5%4.3%3.2%***** 88*****
Fidelity EquityFEQTXTactical: ManagedIncome: Equity6.0%6.7%2.7%***** 80*****
Fidelity MuniFHIGXTactical: ManagedIncome: Tax Exempt1.5%6.4%1.3%***** 85*****
Nuveen Amer MuniFLAAXTactical: ManagedIncome: Tax Exempt1.0%6.0%0.6%***** 83*****
FPA CrescentFPACXTactical: ManagedRisk-Driven14.5%6.2%11.1%***** 100*****
Fidelity PuritanFPURXTactical: ManagedRisk-Driven15.3%7.7%11.3%***** 100*****
Fidelity StrategicFSDIXTactical: ManagedIncome: Equity4.8%6.5%1.6%***** 80*****
First Trust Focus 5FVTactical: ManagedSector Rotation2.1%13.1%-2.7%***** 51*****
Gabelli ABC AAAGABCXTactical: ManagedHedged: Mkt Neutral4.7%1.3%4.8%***** 100*****
Natixis ASG GlobalGAFYXTactical: ManagedHedged: Abs Return3.0%0.5%2.4%***** 97*****
Goldman Sachs Instl GARTXTactical: ManagedHedged: Abs Return7.9%3.2%5.7%***** 100*****
GMO Benchm-FreeGBMFXTactical: ManagedGlobal Macro8.5%4.1%7.9%***** 100*****
Leuthold GlobalGLBIXTactical: ManagedGlobal Macro4.6%4.6%2.7%***** 89*****
GMO Global AllocGMWAXTactical: ManagedGlobal Macro10.3%6.4%8.1%***** 100*****
Goldman Sachs Strat IncGSZAXTactical: ManagedIncome: Multi5.7%0.9%5.6%***** 100*****
Hedge ReplicationHDGTactical: ManagedBlended4.4%2.2%3.8%***** 100*****
iShares Hi Div EquityHDVTactical: ManagedIncome: Equity-1.5%4.4%-4.1%***** 58*****
ETF: SPDR Inc AllocINKMTactical: ManagedIncome: Multi4.7%6.6%2.9%***** 84*****
Ivy Asset StrategyIVAEXTactical: ManagedGlobal Macro11.6%7.2%9.9%***** 100*****
iSh MultiAsset IncomeIYLDTactical: ManagedIncome: Multi7.2%5.3%5.3%***** 97*****
Janus BalancedJANBXTactical: ManagedRisk-Driven9.0%7.1%5.3%***** 92*****
Jhancock Global Abs Ret IJHAIXTactical: ManagedHedged: Abs Return2.9%2.1%1.8%***** 91*****
JPMorgan Mkt Neutral AJMNAXTactical: ManagedHedged: Mkt Neutral10.3%1.9%11.1%***** 100*****
KCM MacroTrendsKCMTXTactical: ManagedHedged: Long/Short9.7%5.5%5.7%***** 97*****
Inst: Forward SelectKIFYXTactical: ManagedIncome: Multi2.8%7.4%0.2%***** 70*****
Columbia Div IncomeLBSAXTactical: ManagedIncome: Equity5.7%6.4%2.2%***** 81*****
Invesco Divers DividendLCEIXTactical: ManagedIncome: Equity2.8%7.1%-0.6%***** 67*****
Leuthold CoreLCORXTactical: ManagedGlobal Macro7.8%4.9%5.6%***** 100*****
Lord Abbett Float RateLFRAXTactical: ManagedIncome: Float Rate2.8%0.7%2.3%***** 99*****
Loomis Global Eq ALGMAXTactical: ManagedIncome: Global16.1%9.5%10.9%***** 100*****
Loomis Global Eq YLSWWXTactical: ManagedGlobal Macro16.4%9.5%11.2%***** 100*****
BlackRock Global IMALOXTactical: ManagedGlobal Macro7.8%6.8%6.9%***** 98*****
BlackRock Eq DividendMDDVXTactical: ManagedIncome: Equity7.5%7.1%3.2%***** 80*****
FirstTrust Multi-AssetMDIVTactical: ManagedIncome: Multi7.4%7.0%3.4%***** 82*****
BlackRock Nat'l MuniMDNLXTactical: ManagedIncome: Tax Exempt1.1%4.6%0.9%***** 86*****
MainStay Marketfield AMFADXTactical: ManagedHedged: Long/Short2.5%1.2%2.3%***** 83*****
MFS Global Tot RetMFWIXTactical: ManagedGlobal Macro4.8%6.3%3.0%***** 84*****
Aberdeen Long-Short AMLSAXTactical: ManagedHedged: Long/Short1.0%10.8%-4.8%***** 38*****
IQ Merger ArbitrageMNATactical: ManagedHedged: Arbitrage-1.7%-0.9%-1.0%***** 86*****
MainStay Int'l OppMYITXTactical: ManagedHedged: 130-308.2%7.8%6.2%***** 87*****
Grimaldi SectorNAVFXTactical: ManagedSector Rotation16.9%8.4%9.9%***** 98*****
Neuberger Berman Eq IncNBHAXTactical: ManagedIncome: Global-1.4%5.4%-4.4%***** 55*****
Nuveen Preferred INPSRXTactical: ManagedIncome: Multi-1.8%4.7%-1.7%***** 64*****
Putnam Abs Ret 100 YPARYXTactical: ManagedHedged: Abs Return1.8%1.4%1.8%***** 98*****
PIMCO All-AssetPAUIXTactical: ManagedGlobal Macro1.1%4.6%-0.7%***** 72*****
DWA Tech LeadersPDPTactical: ManagedBlended14.1%9.8%5.7%***** 79*****
iShr Preferred ETFPFFTactical: ManagedIncome: Multi6.1%7.9%3.0%***** 81*****
PIMCO Global MultiPGAIXTactical: ManagedGlobal Macro   *****  *****
PowerSh Preferred ETFPGXTactical: ManagedIncome: Multi6.6%9.8%1.2%***** 67*****
PowerShares Intl DivPIDTactical: ManagedIncome: Equity8.2%9.3%4.8%***** 79*****
Principal GlobMultiStratPMSAXTactical: ManagedBlended5.3%2.1%4.2%***** 100*****
Pimco Income PPONPXTactical: ManagedIncome: Multi0.6%3.4%-0.1%***** 84*****
Principal PreferredPPSIXTactical: ManagedIncome: Multi3.5%4.3%4.4%***** 91*****
T. Rowe Equity IncomePRFDXTactical: ManagedIncome: Equity4.0%7.4%-0.3%***** 65*****
T. Rowe Summit MuniPRINXTactical: ManagedIncome: Tax Exempt2.0%6.7%1.3%***** 85*****
Permanent PortfolioPRPFXStrategic: ManagedLow Equity8.7%4.3%7.7%***** 100*****
T. Rowe Global BondPRSNXTactical: ManagedIncome: Multi4.1%4.4%2.2%***** 94*****
iSh Global EnergyPWCTactical: ManagedBlended12.3%9.2%3.4%***** 74*****
Putnam Abs Ret 300 YPYTRXTactical: ManagedHedged: Abs Return1.6%4.7%-0.2%***** 84*****
IQ Hedge Multi-StratQAITactical: ManagedBlended7.6%3.3%6.7%***** 100*****
MultiAsset ETFRLYTactical: ManagedHedged: Abs Return0.6%3.8%-2.2%***** 60*****
S&P 500 Equal WeightRSPStrategic: ManagedEqual Weight6.4%9.2%1.4%***** 68*****
Hundredfold SelectSFHYXTactical: ManagedBlended4.4%4.3%2.3%***** 89*****
Sound Mind InvestingSMIFXTactical: ManagedMomentum0.5%5.5%-1.6%***** 70*****
Schwab Div EquitySWDSXTactical: ManagedIncome: Equity0.5%6.6%-2.7%***** 63*****
Schwab BalancedSWOBXTactical: ManagedRisk-Driven11.1%7.1%7.7%***** 99*****
Thornburg Inv Income ATIBAXTactical: ManagedIncome: Global12.2%5.5%10.7%***** 100*****
Thornburg Inv Income YTIBIXTactical: ManagedGlobal Macro12.4%5.5%10.9%***** 100*****
T. Rowe Retire BalancedTRRIXTactical: ManagedIncome: Multi5.0%4.1%2.1%***** 87*****
Vanguard LifeStrat GrowthVASGXTactical: ManagedRisk-Driven13.0%8.0%8.6%***** 99*****
Vanguard LifeStrategyVASIXTactical: ManagedIncome: Multi4.6%5.0%2.6%***** 90*****
Vanguard BalancedVBIAXTactical: ManagedRisk-Driven12.3%7.4%8.0%***** 99*****
Vanguard EquityVEIPXTactical: ManagedIncome: Equity2.2%6.1%-1.6%***** 64*****
VALIC Global StratVGLSXTactical: ManagedGlobal Macro10.4%7.5%7.4%***** 100*****
Vanguard STAR InvVGSTXTactical: ManagedRisk-Driven10.6%8.3%6.8%***** 93*****
ValueLine AssetAllocVLAAXTactical: ManagedRisk-Driven16.9%9.2%7.8%***** 91*****
Vanguard Market NeutralVMNFXTactical: ManagedHedged: Mkt Neutral10.7%0.8%14.0%***** 100*****
Vanguard Target RetireVTINXTactical: ManagedIncome: Multi6.2%5.1%3.9%***** 95*****
Vanguard Wellington InvVWELXTactical: ManagedRisk-Driven10.1%6.7%6.9%***** 98*****
Vanguard Wellesley AdmVWIAXTactical: ManagedIncome: Multi2.6%5.6%0.9%***** 80*****
Vanguard Wellesley InvVWINXTactical: ManagedRisk-Driven2.5%5.6%0.8%***** 80*****
Vanguard LT Tax-Exempt VWLTXTactical: ManagedIncome: Tax Exempt1.4%7.3%1.0%***** 83*****
Vanguard Hi Div Yld ETFVYMTactical: ManagedIncome: Equity0.9%6.3%-2.6%***** 61*****
WF Asset AllocationWFAIXTactical: ManagedRisk-Driven11.8%7.7%7.3%***** 96*****
FundX UpgraderXCORTactical: ManagedMomentum9.7%10.5%5.2%***** 84*****
Strategic 50-50s.5050Strategic: DIYBalanced10.5%7.0%6.8%***** 98*****
Strategic 60-40 Portfolios.6040Strategic: DIYBalanced12.3%7.5%8.0%***** 99*****
Strategic 70-30 Portfolios.7030Strategic: DIYHigh Equity14.1%8.0%9.2%***** 100*****
7Twelve Israelsons.712Strategic: DIYBalanced5.1%5.9%1.8%***** 78*****
Strategic 80-20 Portfolios.8020Strategic: DIYHigh Equity16.0%8.4%10.4%***** 100*****
ETF Aggressives.aggrStrategic: DIYHigh Equity9.6%7.7%6.1%***** 88*****
Lazy: Aronsons.aronStrategic: DIYHigh Equity7.9%7.7%4.1%***** 83*****
Ben Stein inspireds.bensStrategic: DIYHigh Equity11.9%7.0%8.2%***** 100*****
Harry Browne inspireds.browStrategic: DIYLow Equity7.2%5.7%5.7%***** 94*****
Lazy: Ultimate Buy & Holds.buyhStrategic: DIYBalanced4.7%6.1%2.2%***** 82*****
Lazy: Coffeehouses.coffStrategic: DIYBalanced4.6%7.1%1.3%***** 77*****
Couch Potato: Scott Burnss.coucStrategic: DIYBalanced10.3%6.1%6.4%***** 97*****
Ray Dalio inspireds.daliStrategic: DIYLow Equity5.0%5.2%3.1%***** 89*****
Ben Graham 50-50s.grahStrategic: DIYBalanced5.7%6.3%3.6%***** 88*****
Safe Haven Portfolios.haveStrategic: DIYBalanced1.2%5.2%1.6%***** 75*****
Ivy Portfolios.ivypStrategic: DIYLow Equity5.9%6.4%2.2%***** 78*****
Six Ways from Sundays.lazyStrategic: DIYBalanced5.8%6.3%2.3%***** 78*****
Low Volatility Portfolios.lowvStrategic: DIYHigh Equity4.8%3.6%3.8%***** 95*****
Lazy: Margaritavilles.margStrategic: DIYBalanced9.4%6.9%5.9%***** 93*****
ETF Moderates.modeStrategic: DIYBalanced8.2%7.3%4.6%***** 87*****
Lazy: No Brainers.nobrStrategic: DIYHigh Equity10.1%8.0%6.2%***** 90*****
No Equity Portfolios.noeqStrategic: DIYLow Equity2.9%8.2%1.3%***** 70*****
Permanent Pluss.plusStrategic: DIYLow Equity13.3%7.8%10.5%***** 100*****
Lazy: Second Graders.secoStrategic: DIYHigh Equity14.5%8.6%9.6%***** 100*****
Lazy: Smart Moneys.smarStrategic: DIYBalanced6.4%6.0%3.6%***** 89*****
Black Swan Hyperinflations.swanStrategic: DIYLow Equity3.5%0.7%2.9%***** 83*****
David Swensen inspireds.swenStrategic: DIYBalanced7.7%8.8%3.6%***** 79*****
Talmud Broad Markets.talbStrategic: DIYLow Equity7.8%8.7%3.6%***** 81*****
Talmud with Blue Chips.talcStrategic: DIYLow Equity5.2%8.0%1.8%***** 78*****
Talmud Equities and Golds.talgStrategic: DIYLow Equity11.3%8.0%8.3%***** 95*****
Talmud Dividend Equitiess.talmStrategic: DIYLow Equity4.6%7.2%2.7%***** 76*****
Talmud with Small Caps.talsStrategic: DIYLow Equity3.6%7.4%-0.3%***** 70*****
Worst Case Scenarios.worsStrategic: DIYLow Equity-6.6%0.2%-8.2%***** 57*****
Lazy: Yale Unconventionals.yaleStrategic: DIYHigh Equity6.7%8.6%2.7%***** 77*****
Adaptive Allocation At.aaaaTactical: DIYAdaptive8.6%4.9%11.1%***** 100*****
Adaptive Allocation Bt.aaabTactical: DIYAdaptive3.3%4.2%5.0%***** 81*****
Adaptive Allocation Ct.aaacTactical: DIYAdaptive2.9%4.2%4.6%***** 80*****
Adaptive Allocation Dt.aaadTactical: DIYAdaptive9.5%3.2%9.4%***** 98*****
Adaptive Allocation Et.aaaeTactical: DIYAdaptive9.3%4.6%7.6%***** 95*****
Adaptive Allocation Ft.aaafTactical: DIYAdaptive12.0%5.5%7.8%***** 94*****
Active Combined Assett.acapTactical: DIYMomentum4.0%7.9%1.9%***** 75*****
Minimum CdaRt.cdarTactical: DIYRisk-Driven16.0%7.3%19.4%***** 100*****
Minimum Correlationt.cocoTactical: DIYCorrelation10.5%8.1%6.4%***** 85*****
Minimum CvaRt.cvarTactical: DIYRisk-Driven12.9%3.9%15.5%***** 100*****
Defensive Bondt.dbndTactical: DIYMomentum6.2%7.1%6.3%***** 100*****
Equal Weight With Clustert.distTactical: DIYCorrelation8.0%8.4%5.7%***** 86*****
Dynamic Harry Brownet.dyhbTactical: DIYMomentum4.6%1.8%3.1%***** 87*****
Equal Risk Contributiont.eqrcTactical: DIYRisk-Driven9.4%7.9%6.3%***** 88*****
Equal Weight Portfoliot.eqwtTactical: DIYEqual Weight11.8%8.7%7.6%***** 91*****
Faber Rel Strength: Top 1t.frs1Tactical: DIYMomentum-0.5%1.1%-0.4%***** 72*****
Faber Rel Strength: Top 2t.frs2Tactical: DIYMomentum4.3%-0.7%3.4%***** 86*****
Faber Rel Strength: Top 3t.frs3Tactical: DIYMomentum4.4%-0.1%1.8%***** 87*****
Faber Rel Strength: Top 4t.frs4Tactical: DIYMomentum1.6%0.2%-0.3%***** 80*****
Minimum Drawdownt.lossTactical: DIYRisk-Driven10.1%4.8%9.5%***** 100*****
Minimum Downside MADt.maddTactical: DIYRisk-Driven13.8%5.5%15.0%***** 100*****
Minimum Mean Abs Deviationt.madmTactical: DIYRisk-Driven13.8%5.5%15.0%***** 100*****
Minimum Correlation At.mca1Tactical: DIYRisk-Driven7.0%7.1%4.8%***** 83*****
Minimum Correlation Bt.mca2Tactical: DIYRisk-Driven9.2%7.8%6.3%***** 89*****
Maximum Diversificationt.mdivTactical: DIYDiversification10.2%7.2%6.8%***** 88*****
Minimum Variance Bt.mva2Tactical: DIYRisk-Driven8.5%6.4%7.0%***** 91*****
Minimum Variance Ct.mva3Tactical: DIYRisk-Driven9.8%6.7%8.9%***** 97*****
Minimum Variance At.mvarTactical: DIYRisk-Driven14.0%5.7%15.6%***** 100*****
Pure Momentumt.pureTactical: DIYMomentum31.9%9.1%24.6%***** 100*****
Quarterly Asset Rotationt.qaroTactical: DIYMomentum9.9%9.7%6.7%***** 93*****
Min Downside Deviationt.risdTactical: DIYRisk-Driven12.8%4.9%13.8%***** 100*****
Risk Parity Portfolio At.rpbaTactical: DIYRisk-Driven11.9%8.4%8.5%***** 95*****
Risk Parity With Clustert.rpclTactical: DIYRisk-Driven8.4%7.8%6.8%***** 90*****
Risk Parity Portfolio Bt.rsopTactical: DIYRisk-Driven11.9%8.4%8.3%***** 94*****
Maximum Sharpe Portfoliot.sharTactical: DIYRisk/Reward9.5%2.5%7.5%***** 96*****
Maximum Sortino Portfoliot.sortTactical: DIYRisk/Reward11.0%2.5%9.0%***** 100*****
Quartile Sector Rotationt.srqrTactical: DIYSector Rotation16.3%23.2%7.2%***** 26*****
Rel Strength Sector Rotatnt.srrsTactical: DIYSector Rotation0.6%3.6%-2.5%***** 66*****
Top 3 Sector Rotationt.srt3Tactical: DIYSector Rotation-1.5%1.1%-4.9%***** 45*****
Top 5 Sector Rotationt.srt5Tactical: DIYSector Rotation3.6%11.8%0.6%***** 68*****
Target Return Post-Modernt.trddTactical: DIYTarget Return3.8%2.5%2.0%***** 77*****
Target Return 12%t.tretTactical: DIYRisk-Driven4.4%2.5%2.6%***** 79*****
Target Risk 10%t.trisTactical: DIYRisk-Driven8.2%3.5%9.6%***** 100*****