VizMetrics Inc. - Better visibility. Better results.

All Portfolios, ranked by VizMetrics Score

for period ending July 31, 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.
    VizMetrics Score Total Return, annualized
Recipe NameIDPeer GroupCategory1 year3 year5 year7 year10 year15 year 1 year3 year5 year7 year10 year15 year
   Group average63***** 6.1%*****
  
AQR Divers NADANXTactical: ManagedHedged: Arbitrage69***** 6.9%*****
AlphaClone AlternativeALFATactical: ManagedHedged: Long/Short57***** 14.8%*****
S&P AggressiveAOATactical: ManagedRisk-Driven59***** 6.5%*****
S&P ConservativeAOKTactical: ManagedRisk-Driven74***** 7.9%*****
S&P ModerateAOMTactical: ManagedRisk-Driven72***** 7.7%*****
S&P GrowthAORTactical: ManagedRisk-Driven66***** 7.3%*****
Arbitrage IARBNXTactical: ManagedHedged: Arbitrage72***** 3.3%*****
Am Century Target DateARTOXTactical: ManagedIncome: Multi68***** 6.7%*****
AQR Multi-Strat AltASAIXTactical: ManagedBlended3***** -31.8%*****
Absolute Strategies IASFIXTactical: ManagedHedged: Abs Return68***** 0.5%*****
Dreyfus Alpha IAVGRXTactical: ManagedBlended63***** 3.1%*****
BlackRock Strat Inc OppBASIXTactical: ManagedIncome: Multi67***** 3.9%*****
Ibbotson BalancedBETFXTactical: ManagedRisk-Driven59***** 3.4%*****
PwrSh Sr Loan PortfolioBKLNTactical: ManagedIncome: Float Rate59***** -1.3%*****
BlackRock EmMkt ABLSAXTactical: ManagedHedged: Long/Short49***** 6.2%*****
UBS Dyn Alpha ABNAAXTactical: ManagedBlended59***** 0.8%*****
UBS Global AllocBPGLXTactical: ManagedGlobal Macro61***** 5.4%*****
Robeco Long/Short IBPLSXTactical: ManagedHedged: Long/Short39***** -8.6%*****
Berkshire Hathaway IncBRK.ATactical: ManagedGlobal Macro41***** -4.9%*****
Calamos Convertible ACCVIXTactical: ManagedIncome: Multi89***** 26.5%*****
Invesco Convertible YCNSDXTactical: ManagedIncome: Multi82***** 20.6%*****
Columbia Thermostat ZCOTZXTactical: ManagedRisk-Driven100***** 24.2%*****
IQ CPI Hedge ETFCPITactical: ManagedHedged: Abs Return65***** -0.1%*****
ProShares Lg CapCSMTactical: ManagedHedged: 130-3051***** 5.7%*****
Calamos Global GrowthCVLOXTactical: ManagedIncome: Global71***** 14.7%*****
Calamos Market Neu IncCVSIXTactical: ManagedHedged: Mkt Neutral72***** 3.8%*****
Gugg Multi-AssetCVYTactical: ManagedIncome: Multi0***** -21.9%*****
Barclays Conv BondCWBTactical: ManagedIncome: Multi83***** 24.9%*****
WisdmTr EM HiYldDEMTactical: ManagedIncome: Equity23***** -10.8%*****
WisdmTr EM SmCapDGSTactical: ManagedIncome: Equity25***** -7.5%*****
Diamond Hill Long-Short IDHLSXTactical: ManagedHedged: Long/Short33***** -8.2%*****
WisdomTree ex-USDLNTactical: ManagedIncome: Equity46***** 0.9%*****
WisdmTr Intl SmCapDLSTactical: ManagedIncome: Equity24***** -7.3%*****
Dodge & Cox BalancedDODBXTactical: ManagedRisk-Driven45***** -0.7%*****
DFA Select Hedged DSHGXTactical: ManagedGlobal Macro42***** 1.1%*****
WisdmTr Top 100DTNTactical: ManagedIncome: Equity25***** -9.2%*****
MFS Target Return ADVRAXTactical: ManagedHedged: Abs Return69***** 4.2%*****
iShares Select DividendDVYTactical: ManagedIncome: Equity19***** -13.7%*****
SPDR S&P Int'lDWXTactical: ManagedIncome: Equity33***** -7.9%*****
EatonVance GlobalMacroEIGMXTactical: ManagedHedged: Abs Return66***** 3.4%*****
Fidelity BalancedFBALXTactical: ManagedRisk-Driven74***** 14.8%*****
Fidelity ConvertiblesFCVSXTactical: ManagedIncome: Multi86***** 21.7%*****
Fidelity EquityFEQTXTactical: ManagedIncome: Equity36***** -4.0%*****
Fidelity MuniFHIGXTactical: ManagedIncome: Tax Exempt68***** 4.0%*****
Nuveen Amer MuniFLAAXTactical: ManagedIncome: Tax Exempt67***** 4.2%*****
FPA CrescentFPACXTactical: ManagedRisk-Driven41***** -2.2%*****
Fidelity PuritanFPURXTactical: ManagedRisk-Driven79***** 15.6%*****
Fidelity StrategicFSDIXTactical: ManagedIncome: Equity58***** 5.0%*****
FundX UpgraderFUNDXTactical: ManagedMomentum64***** 11.0%*****
First Trust Focus 5FVTactical: ManagedSector Rotation61***** 10.8%*****
Gabelli ABC AAAGABCXTactical: ManagedHedged: Mkt Neutral66***** 1.0%*****
Natixis ASG GlobalGAFYXTactical: ManagedHedged: Abs Return57***** -3.5%*****
Goldman Sachs Instl GARTXTactical: ManagedHedged: Abs Return58***** -1.2%*****
Aberdeen Opti AllocGASIXTactical: ManagedBlended58***** -1.4%*****
GMO Benchm-FreeGBMFXTactical: ManagedGlobal Macro50***** -2.0%*****
Goldman DynamicGDIFXTactical: ManagedGlobal Macro55***** -6.1%*****
Leuthold GlobalGLBIXTactical: ManagedGlobal Macro59***** 1.6%*****
GMO Global AllocGMWAXTactical: ManagedGlobal Macro51***** -0.6%*****
Goldman Sachs Strat IncGSZAXTactical: ManagedIncome: Multi66***** 4.7%*****
Hedge ReplicationHDGTactical: ManagedBlended63***** 1.6%*****
iShares Hi Div EquityHDVTactical: ManagedIncome: Equity32***** -8.0%*****
Hancock Horizon InstHHQTXTactical: ManagedHedged: Long/Short46***** -4.2%*****
ETF: SPDR Inc AllocINKMTactical: ManagedIncome: Multi43***** -1.9%*****
Ivy Asset StrategyIVAEXTactical: ManagedGlobal Macro53***** 5.5%*****
IVA WorldwideIVWIXTactical: ManagedGlobal Macro40***** -6.7%*****
iSh MultiAsset IncomeIYLDTactical: ManagedIncome: Multi37***** -3.3%*****
Janus BalancedJANBXTactical: ManagedRisk-Driven72***** 11.0%*****
Jhancock Global Abs Ret IJHAIXTactical: ManagedHedged: Abs Return68***** 1.2%*****
JPMorgan Mkt Neutral AJMNAXTactical: ManagedHedged: Mkt Neutral81***** 9.9%*****
KCM MacroTrendsKCMTXTactical: ManagedHedged: Long/Short49***** -5.3%*****
Inst: Forward SelectKIFYXTactical: ManagedIncome: Multi9***** -13.1%*****
Columbia Div IncomeLBSAXTactical: ManagedIncome: Equity53***** 2.6%*****
Invesco Divers DividendLCEIXTactical: ManagedIncome: Equity38***** -4.4%*****
Leuthold CoreLCORXTactical: ManagedGlobal Macro67***** 6.2%*****
Lord Abbett Float RateLFRAXTactical: ManagedIncome: Float Rate40***** -6.4%*****
Loomis Global Eq ALGMAXTactical: ManagedIncome: Global70***** 11.9%*****
Loomis Global Eq YLSWWXTactical: ManagedGlobal Macro71***** 12.2%*****
BlackRock Global IMALOXTactical: ManagedGlobal Macro74***** 12.8%*****
IQ Hedge Macro ETFMCROTactical: ManagedBlended69***** 5.1%*****
BlackRock Eq DividendMDDVXTactical: ManagedIncome: Equity39***** -3.3%*****
FirstTrust Multi-AssetMDIVTactical: ManagedIncome: Multi0***** -20.1%*****
BlackRock Nat'l MuniMDNLXTactical: ManagedIncome: Tax Exempt67***** 3.3%*****
MainStay Marketfield AMFADXTactical: ManagedHedged: Long/Short71***** 13.6%*****
MFS Global Tot RetMFWIXTactical: ManagedGlobal Macro62***** 4.4%*****
Aberdeen Long-Short AMLSAXTactical: ManagedHedged: Long/Short74***** 17.5%*****
IQ Merger ArbitrageMNATactical: ManagedHedged: Arbitrage59***** 0.7%*****
MainStay Int'l OppMYITXTactical: ManagedHedged: 130-3034***** -6.0%*****
Grimaldi SectorNAVFXTactical: ManagedSector Rotation51***** 4.5%*****
Neuberger Berman Eq IncNBHAXTactical: ManagedIncome: Global41***** -2.1%*****
Nuveen Preferred INPSRXTactical: ManagedIncome: Multi52***** 2.5%*****
Putnam Abs Ret 100 YPARYXTactical: ManagedHedged: Abs Return70***** 3.2%*****
PIMCO All-AssetPAUIXTactical: ManagedGlobal Macro43***** -3.3%*****
Putnam 700 YPDMYXTactical: ManagedHedged: Abs Return53***** -7.1%*****
DWA Tech LeadersPDPTactical: ManagedBlended75***** 19.4%*****
iShr Preferred ETFPFFTactical: ManagedIncome: Multi55***** 2.3%*****
PIMCO Global MultiPGAIXTactical: ManagedGlobal Macro *****  *****
PowerSh Preferred ETFPGXTactical: ManagedIncome: Multi62***** 3.7%*****
PowerShares Intl DivPIDTactical: ManagedIncome: Equity8***** -17.2%*****
Principal GlobMultiStratPMSAXTactical: ManagedBlended61***** 1.1%*****
Pimco Income PPONPXTactical: ManagedIncome: Multi61***** 1.7%*****
Principal PreferredPPSIXTactical: ManagedIncome: Multi58***** 4.0%*****
T. Rowe Equity IncomePRFDXTactical: ManagedIncome: Equity27***** -8.9%*****
T. Rowe Summit MuniPRINXTactical: ManagedIncome: Tax Exempt67***** 3.6%*****
Permanent PortfolioPRPFXStrategic: ManagedLow Equity75***** 14.2%*****
T. Rowe Global BondPRSNXTactical: ManagedIncome: Multi65***** 5.6%*****
iSh Global EnergyPWCTactical: ManagedBlended35***** -3.5%*****
Putnam Abs Ret 300 YPYTRXTactical: ManagedHedged: Abs Return59***** -0.3%*****
IQ Hedge Multi-StratQAITactical: ManagedBlended68***** 3.5%*****
IQ Hedge ETFQMNTactical: ManagedHedged: Mkt Neutral69***** 3.0%*****
RAFI Long-ShortRALSTactical: ManagedHedged: Long/Short48***** -10.8%*****
RiverFront GlobalGroRLTSXTactical: ManagedGlobal Macro45***** 1.6%*****
MultiAsset ETFRLYTactical: ManagedHedged: Abs Return32***** -8.8%*****
S&P 500 Equal WeightRSPStrategic: ManagedEqual Weight39***** 0.6%*****
Hundredfold SelectSFHYXTactical: ManagedBlended100***** 21.5%*****
Sound Mind InvestingSMIFXTactical: ManagedMomentum42***** -0.8%*****
Schwab Div EquitySWDSXTactical: ManagedIncome: Equity24***** -10.8%*****
Schwab Hedged EqSWHEXTactical: ManagedHedged: Long/Short45***** -5.3%*****
Schwab BalancedSWOBXTactical: ManagedRisk-Driven72***** 10.4%*****
Thornburg Inv Income ATIBAXTactical: ManagedIncome: Global31***** -6.4%*****
Thornburg Inv Income YTIBIXTactical: ManagedGlobal Macro31***** -6.1%*****
T. Rowe Retire BalancedTRRIXTactical: ManagedIncome: Multi68***** 7.2%*****
Vanguard LifeStrat GrowthVASGXTactical: ManagedRisk-Driven61***** 7.9%*****
Vanguard LifeStrategyVASIXTactical: ManagedIncome: Multi78***** 8.5%*****
Vanguard BalancedVBIAXTactical: ManagedRisk-Driven73***** 11.5%*****
Vanguard EquityVEIPXTactical: ManagedIncome: Equity42***** -2.7%*****
VALIC Global StratVGLSXTactical: ManagedGlobal Macro54***** -0.8%*****
Vanguard STAR InvVGSTXTactical: ManagedRisk-Driven74***** 13.4%*****
ValueLine AssetAllocVLAAXTactical: ManagedRisk-Driven72***** 10.7%*****
Vanguard Market NeutralVMNFXTactical: ManagedHedged: Mkt Neutral58***** -4.5%*****
Vanguard Managed PayoutVPGDXTactical: ManagedIncome: Multi54***** 1.4%*****
Vanguard Target RetireVTINXTactical: ManagedIncome: Multi75***** 7.8%*****
Vanguard Wellington InvVWELXTactical: ManagedRisk-Driven66***** 8.3%*****
Vanguard Wellesley AdmVWIAXTactical: ManagedIncome: Multi73***** 8.2%*****
Vanguard Wellesley InvVWINXTactical: ManagedRisk-Driven73***** 8.1%*****
Vanguard LT Tax-Exempt VWLTXTactical: ManagedIncome: Tax Exempt73***** 5.9%*****
Vanguard Hi Div Yld ETFVYMTactical: ManagedIncome: Equity39***** -4.5%*****
WF Asset AllocationWFAIXTactical: ManagedRisk-Driven79***** 12.9%*****
Strategic 50-50s.5050Strategic: DIYBalanced75***** 11.4%*****
Strategic 60-40 Portfolios.6040Strategic: DIYBalanced72***** 11.4%*****
Strategic 70-30 Portfolios.7030Strategic: DIYHigh Equity69***** 11.3%*****
7Twelve Israelsons.712Strategic: DIYBalanced50***** 0.9%*****
Strategic 80-20 Portfolios.8020Strategic: DIYHigh Equity66***** 11.2%*****
ETF Aggressives.aggrStrategic: DIYHigh Equity58***** 6.8%*****
Lazy: Aronsons.aronStrategic: DIYHigh Equity65***** 8.9%*****
Ben Stein inspireds.bensStrategic: DIYHigh Equity56***** 4.4%*****
Harry Browne inspireds.browStrategic: DIYLow Equity100***** 21.6%*****
Lazy: Ultimate Buy & Holds.buyhStrategic: DIYBalanced59***** 3.0%*****
Lazy: Coffeehouses.coffStrategic: DIYBalanced57***** 3.3%*****
Couch Potato: Scott Burnss.coucStrategic: DIYBalanced74***** 11.3%*****
Ray Dalio inspireds.daliStrategic: DIYLow Equity77***** 11.2%*****
Ben Graham 50-50s.grahStrategic: DIYBalanced57***** 2.6%*****
Safe Haven Portfolios.haveStrategic: DIYBalanced70***** 10.1%*****
Ivy Portfolios.ivypStrategic: DIYLow Equity52***** 1.4%*****
Six Ways from Sundays.lazyStrategic: DIYBalanced43***** -2.5%*****
Low Volatility Portfolios.lowvStrategic: DIYHigh Equity62***** 2.0%*****
Lazy: Margaritavilles.margStrategic: DIYBalanced65***** 8.1%*****
ETF Moderates.modeStrategic: DIYBalanced65***** 8.2%*****
Lazy: No Brainers.nobrStrategic: DIYHigh Equity56***** 5.5%*****
No Equity Portfolios.noeqStrategic: DIYLow Equity95***** 21.4%*****
Permanent Pluss.plusStrategic: DIYLow Equity100***** 34.4%*****
Lazy: Second Graders.secoStrategic: DIYHigh Equity59***** 8.2%*****
Lazy: Smart Moneys.smarStrategic: DIYBalanced55***** 2.3%*****
Black Swan Hyperinflations.swanStrategic: DIYLow Equity46***** 0.6%*****
David Swensen inspireds.swenStrategic: DIYBalanced67***** 9.3%*****
Talmud Broad Markets.talbStrategic: DIYLow Equity60***** 5.8%*****
Talmud with Blue Chips.talcStrategic: DIYLow Equity57***** 2.2%*****
Talmud Equities and Golds.talgStrategic: DIYLow Equity72***** 14.4%*****
Talmud Dividend Equitiess.talmStrategic: DIYLow Equity63***** 8.6%*****
Talmud with Small Caps.talsStrategic: DIYLow Equity48***** -0.8%*****
Worst Case Scenarios.worsStrategic: DIYLow Equity88***** 12.6%*****
Lazy: Yale Unconventionals.yaleStrategic: DIYHigh Equity67***** 9.2%*****
Adaptive Allocation At.aaaaTactical: DIYAdaptive89***** 19.0%*****
Adaptive Allocation Bt.aaabTactical: DIYAdaptive84***** 17.4%*****
Adaptive Allocation Ct.aaacTactical: DIYAdaptive83***** 16.7%*****
Adaptive Allocation Dt.aaadTactical: DIYAdaptive88***** 20.2%*****
Adaptive Allocation Et.aaaeTactical: DIYAdaptive89***** 20.2%*****
Adaptive Allocation Ft.aaafTactical: DIYAdaptive100***** 25.9%*****
Active Combined Assett.acapTactical: DIYMomentum55***** 1.4%*****
Minimum CdaRt.cdarTactical: DIYRisk-Driven93***** 19.6%*****
Minimum Correlationt.cocoTactical: DIYCorrelation90***** 20.0%*****
Minimum CvaRt.cvarTactical: DIYRisk-Driven100***** 21.6%*****
Defensive Bondt.dbndTactical: DIYMomentum95***** 15.5%*****
Equal Weight With Clustert.distTactical: DIYCorrelation72***** 12.8%*****
Dynamic Harry Brownet.dyhbTactical: DIYMomentum95***** 19.0%*****
Equal Risk Contributiont.eqrcTactical: DIYRisk-Driven84***** 16.2%*****
Equal Weight Portfoliot.eqwtTactical: DIYEqual Weight73***** 14.5%*****
Faber Rel Strength: Top 1t.frs1Tactical: DIYMomentum67***** 5.3%*****
Faber Rel Strength: Top 2t.frs2Tactical: DIYMomentum65***** 4.0%*****
Faber Rel Strength: Top 3t.frs3Tactical: DIYMomentum77***** 7.7%*****
Faber Rel Strength: Top 4t.frs4Tactical: DIYMomentum67***** 3.0%*****
Minimum Drawdownt.lossTactical: DIYRisk-Driven97***** 20.8%*****
Minimum Downside MADt.maddTactical: DIYRisk-Driven86***** 16.3%*****
Minimum Mean Abs Deviationt.madmTactical: DIYRisk-Driven86***** 16.3%*****
Minimum Correlation At.mca1Tactical: DIYRisk-Driven94***** 20.9%*****
Minimum Correlation Bt.mca2Tactical: DIYRisk-Driven86***** 16.8%*****
Maximum Diversificationt.mdivTactical: DIYDiversification89***** 18.1%*****
Minimum Variance Bt.mva2Tactical: DIYRisk-Driven98***** 22.1%*****
Minimum Variance Ct.mva3Tactical: DIYRisk-Driven96***** 22.1%*****
Minimum Variance At.mvarTactical: DIYRisk-Driven93***** 20.4%*****
Pure Momentumt.pureTactical: DIYMomentum89***** 22.9%*****
Quarterly Asset Rotationt.qaroTactical: DIYMomentum100***** 29.0%*****
Min Downside Deviationt.risdTactical: DIYRisk-Driven98***** 22.5%*****
Risk Parity Portfolio At.rpbaTactical: DIYRisk-Driven75***** 14.7%*****
Risk Parity With Clustert.rpclTactical: DIYRisk-Driven75***** 13.3%*****
Risk Parity Portfolio Bt.rsopTactical: DIYRisk-Driven74***** 14.3%*****
Maximum Sharpe Portfoliot.sharTactical: DIYRisk/Reward98***** 21.4%*****
Maximum Sortino Portfoliot.sortTactical: DIYRisk/Reward96***** 20.7%*****
Quartile Sector Rotationt.srqrTactical: DIYSector Rotation32***** -5.4%*****
Rel Strength Sector Rotatnt.srrsTactical: DIYSector Rotation72***** 10.1%*****
Top 3 Sector Rotationt.srt3Tactical: DIYSector Rotation75***** 8.7%*****
Top 5 Sector Rotationt.srt5Tactical: DIYSector Rotation79***** 19.3%*****
Target Return Post-Modernt.trddTactical: DIYTarget Return93***** 19.8%*****
Target Return 12%t.tretTactical: DIYRisk-Driven96***** 21.8%*****
Target Risk 10%t.trisTactical: DIYRisk-Driven88***** 18.5%*****