VizMetrics Inc. - Better visibility. Better results.

All Portfolios, ranked by VizMetrics Score

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.
    VizMetrics Score Total Return, annualized
Recipe NameIDPeer GroupCategory1 year3 year5 year7 year10 year15 year 1 year3 year5 year7 year10 year15 year
   Group average46***** -2.2%*****
  
AQR Divers NADANXTactical: ManagedHedged: Arbitrage54***** -2.0%*****
AlphaClone AlternativeALFATactical: ManagedHedged: Long/Short4***** -22.9%*****
S&P AggressiveAOATactical: ManagedRisk-Driven39***** -5.7%*****
S&P ConservativeAOKTactical: ManagedRisk-Driven41***** -7.5%*****
S&P ModerateAOMTactical: ManagedRisk-Driven41***** -7.2%*****
S&P GrowthAORTactical: ManagedRisk-Driven40***** -6.3%*****
Arbitrage IARBNXTactical: ManagedHedged: Arbitrage53***** -2.3%*****
Am Century Target DateARTOXTactical: ManagedIncome: Multi44***** -4.8%*****
Absolute Strategies IASFIXTactical: ManagedHedged: Abs Return45***** -4.3%*****
Dreyfus Alpha IAVGRXTactical: ManagedBlended48***** -1.9%*****
BlackRock Strat Inc OppBASIXTactical: ManagedIncome: Multi52***** -3.4%*****
Ibbotson BalancedBETFXTactical: ManagedRisk-Driven43***** -5.4%*****
PwrSh Sr Loan PortfolioBKLNTactical: ManagedIncome: Float Rate58***** 0.4%*****
BlackRock EmMkt ABLSAXTactical: ManagedHedged: Long/Short13***** -22.8%*****
UBS Dyn Alpha ABNAAXTactical: ManagedBlended52***** -2.4%*****
UBS Global AllocBPGLXTactical: ManagedGlobal Macro38***** -7.9%*****
Robeco Long/Short IBPLSXTactical: ManagedHedged: Long/Short71***** 15.1%*****
Berkshire Hathaway IncBRK.ATactical: ManagedGlobal Macro66***** 17.4%*****
Calamos Convertible ACCVIXTactical: ManagedIncome: Multi28***** -13.0%*****
Invesco Convertible YCNSDXTactical: ManagedIncome: Multi33***** -10.1%*****
Columbia Thermostat ZCOTZXTactical: ManagedRisk-Driven41***** -8.3%*****
IQ CPI Hedge ETFCPITactical: ManagedHedged: Abs Return54***** -0.8%*****
ProShares Lg CapCSMTactical: ManagedHedged: 130-3050***** 3.9%*****
Calamos Global GrowthCVLOXTactical: ManagedIncome: Global31***** -9.4%*****
Calamos Market Neu IncCVSIXTactical: ManagedHedged: Mkt Neutral55***** -1.0%*****
Gugg Multi-AssetCVYTactical: ManagedIncome: Multi45***** -3.3%*****
Barclays Conv BondCWBTactical: ManagedIncome: Multi23***** -15.2%*****
WisdmTr EM HiYldDEMTactical: ManagedIncome: Equity43***** -3.8%*****
WisdmTr EM SmCapDGSTactical: ManagedIncome: Equity47***** -2.4%*****
Diamond Hill Long-Short IDHLSXTactical: ManagedHedged: Long/Short52***** 0.8%*****
WisdomTree ex-USDLNTactical: ManagedIncome: Equity61***** 8.4%*****
WisdmTr Intl SmCapDLSTactical: ManagedIncome: Equity32***** -10.4%*****
Dodge & Cox BalancedDODBXTactical: ManagedRisk-Driven47***** -2.2%*****
DFA Select Hedged DSHGXTactical: ManagedGlobal Macro45***** -2.5%*****
MFS Target Return ADVRAXTactical: ManagedHedged: Abs Return50***** -3.1%*****
iShares Select DividendDVYTactical: ManagedIncome: Equity62***** 7.7%*****
SPDR S&P Int'lDWXTactical: ManagedIncome: Equity48***** -1.4%*****
EatonVance GlobalMacroEIGMXTactical: ManagedHedged: Abs Return56***** -0.5%*****
Fidelity BalancedFBALXTactical: ManagedRisk-Driven40***** -4.3%*****
Fidelity ConvertiblesFCVSXTactical: ManagedIncome: Multi34***** -8.3%*****
Fidelity EquityFEQTXTactical: ManagedIncome: Equity57***** 5.4%*****
Fidelity MuniFHIGXTactical: ManagedIncome: Tax Exempt41***** -8.4%*****
Nuveen Amer MuniFLAAXTactical: ManagedIncome: Tax Exempt32***** -12.2%*****
FPA CrescentFPACXTactical: ManagedRisk-Driven39***** -7.8%*****
Fidelity PuritanFPURXTactical: ManagedRisk-Driven41***** -3.8%*****
Fidelity StrategicFSDIXTactical: ManagedIncome: Equity52***** 1.9%*****
FundX UpgraderFUNDXTactical: ManagedMomentum29***** -11.1%*****
First Trust Focus 5FVTactical: ManagedSector Rotation48***** -0.8%*****
Gabelli ABC AAAGABCXTactical: ManagedHedged: Mkt Neutral58***** 0.1%*****
Natixis ASG GlobalGAFYXTactical: ManagedHedged: Abs Return52***** -1.4%*****
Goldman Sachs Instl GARTXTactical: ManagedHedged: Abs Return49***** -2.8%*****
GMO Benchm-FreeGBMFXTactical: ManagedGlobal Macro47***** -4.4%*****
Leuthold GlobalGLBIXTactical: ManagedGlobal Macro49***** -2.1%*****
GMO Global AllocGMWAXTactical: ManagedGlobal Macro37***** -10.0%*****
Goldman Sachs Strat IncGSZAXTactical: ManagedIncome: Multi52***** -3.1%*****
Hedge ReplicationHDGTactical: ManagedBlended40***** -8.7%*****
iShares Hi Div EquityHDVTactical: ManagedIncome: Equity69***** 12.2%*****
ETF: SPDR Inc AllocINKMTactical: ManagedIncome: Multi45***** -4.6%*****
Ivy Asset StrategyIVAEXTactical: ManagedGlobal Macro42***** -4.3%*****
iSh MultiAsset IncomeIYLDTactical: ManagedIncome: Multi38***** -8.8%*****
Janus BalancedJANBXTactical: ManagedRisk-Driven42***** -3.5%*****
Jhancock Global Abs Ret IJHAIXTactical: ManagedHedged: Abs Return58***** 2.3%*****
JPMorgan Mkt Neutral AJMNAXTactical: ManagedHedged: Mkt Neutral52***** -1.8%*****
KCM MacroTrendsKCMTXTactical: ManagedHedged: Long/Short42***** -2.7%*****
Inst: Forward SelectKIFYXTactical: ManagedIncome: Multi55***** 1.8%*****
Columbia Div IncomeLBSAXTactical: ManagedIncome: Equity54***** 4.6%*****
Invesco Divers DividendLCEIXTactical: ManagedIncome: Equity55***** 3.9%*****
Leuthold CoreLCORXTactical: ManagedGlobal Macro49***** -1.9%*****
Lord Abbett Float RateLFRAXTactical: ManagedIncome: Float Rate62***** 2.5%*****
Loomis Global Eq ALGMAXTactical: ManagedIncome: Global27***** -11.8%*****
Loomis Global Eq YLSWWXTactical: ManagedGlobal Macro27***** -11.6%*****
BlackRock Global IMALOXTactical: ManagedGlobal Macro34***** -10.5%*****
IQ Hedge Macro ETFMCROTactical: ManagedBlended43***** -7.6%*****
BlackRock Eq DividendMDDVXTactical: ManagedIncome: Equity50***** 0.7%*****
FirstTrust Multi-AssetMDIVTactical: ManagedIncome: Multi56***** 2.4%*****
BlackRock Nat'l MuniMDNLXTactical: ManagedIncome: Tax Exempt41***** -8.2%*****
MainStay Marketfield AMFADXTactical: ManagedHedged: Long/Short56***** 3.7%*****
MFS Global Tot RetMFWIXTactical: ManagedGlobal Macro42***** -6.1%*****
Aberdeen Long-Short AMLSAXTactical: ManagedHedged: Long/Short43***** 8.9%*****
IQ Merger ArbitrageMNATactical: ManagedHedged: Arbitrage48***** -5.5%*****
MainStay Int'l OppMYITXTactical: ManagedHedged: 130-3028***** -12.9%*****
Grimaldi SectorNAVFXTactical: ManagedSector Rotation36***** -7.2%*****
Neuberger Berman Eq IncNBHAXTactical: ManagedIncome: Global61***** 7.9%*****
Nuveen Preferred INPSRXTactical: ManagedIncome: Multi46***** -5.4%*****
Putnam Abs Ret 100 YPARYXTactical: ManagedHedged: Abs Return52***** -3.5%*****
PIMCO All-AssetPAUIXTactical: ManagedGlobal Macro50***** -1.0%*****
Putnam 700 YPDMYXTactical: ManagedHedged: Abs Return61***** 3.7%*****
DWA Tech LeadersPDPTactical: ManagedBlended17***** -14.8%*****
iShr Preferred ETFPFFTactical: ManagedIncome: Multi36***** -8.4%*****
PIMCO Global MultiPGAIXTactical: ManagedGlobal Macro *****  *****
PowerSh Preferred ETFPGXTactical: ManagedIncome: Multi29***** -13.1%*****
PowerShares Intl DivPIDTactical: ManagedIncome: Equity62***** 10.2%*****
Principal GlobMultiStratPMSAXTactical: ManagedBlended59***** 1.8%*****
Pimco Income PPONPXTactical: ManagedIncome: Multi47***** -5.3%*****
Principal PreferredPPSIXTactical: ManagedIncome: Multi45***** -6.3%*****
T. Rowe Equity IncomePRFDXTactical: ManagedIncome: Equity54***** 3.4%*****
T. Rowe Summit MuniPRINXTactical: ManagedIncome: Tax Exempt42***** -7.5%*****
Permanent PortfolioPRPFXStrategic: ManagedLow Equity48***** -1.7%*****
T. Rowe Global BondPRSNXTactical: ManagedIncome: Multi44***** -7.0%*****
iSh Global EnergyPWCTactical: ManagedBlended23***** -13.3%*****
Putnam Abs Ret 300 YPYTRXTactical: ManagedHedged: Abs Return49***** -4.9%*****
IQ Hedge Multi-StratQAITactical: ManagedBlended45***** -6.6%*****
IQ Hedge ETFQMNTactical: ManagedHedged: Mkt Neutral49***** -5.5%*****
RAFI Long-ShortRALSTactical: ManagedHedged: Long/Short60***** 4.1%*****
MultiAsset ETFRLYTactical: ManagedHedged: Abs Return83***** 22.5%*****
S&P 500 Equal WeightRSPStrategic: ManagedEqual Weight48***** 0.8%*****
Hundredfold SelectSFHYXTactical: ManagedBlended49***** -3.3%*****
Sound Mind InvestingSMIFXTactical: ManagedMomentum43***** -2.8%*****
Schwab Div EquitySWDSXTactical: ManagedIncome: Equity52***** 2.5%*****
Schwab BalancedSWOBXTactical: ManagedRisk-Driven38***** -6.8%*****
Thornburg Inv Income ATIBAXTactical: ManagedIncome: Global53***** 1.5%*****
Thornburg Inv Income YTIBIXTactical: ManagedGlobal Macro54***** 1.8%*****
T. Rowe Retire BalancedTRRIXTactical: ManagedIncome: Multi43***** -6.1%*****
Vanguard LifeStrat GrowthVASGXTactical: ManagedRisk-Driven38***** -6.6%*****
Vanguard LifeStrategyVASIXTactical: ManagedIncome: Multi41***** -7.7%*****
Vanguard BalancedVBIAXTactical: ManagedRisk-Driven40***** -5.3%*****
Vanguard EquityVEIPXTactical: ManagedIncome: Equity62***** 7.5%*****
VALIC Global StratVGLSXTactical: ManagedGlobal Macro36***** -8.6%*****
Vanguard STAR InvVGSTXTactical: ManagedRisk-Driven32***** -10.5%*****
ValueLine AssetAllocVLAAXTactical: ManagedRisk-Driven37***** -5.7%*****
Vanguard Market NeutralVMNFXTactical: ManagedHedged: Mkt Neutral94***** 25.6%*****
Vanguard Managed PayoutVPGDXTactical: ManagedIncome: Multi52***** -0.2%*****
Vanguard Target RetireVTINXTactical: ManagedIncome: Multi44***** -5.7%*****
Vanguard Wellington InvVWELXTactical: ManagedRisk-Driven43***** -3.2%*****
Vanguard Wellesley AdmVWIAXTactical: ManagedIncome: Multi49***** -2.8%*****
Vanguard Wellesley InvVWINXTactical: ManagedRisk-Driven49***** -2.9%*****
Vanguard LT Tax-Exempt VWLTXTactical: ManagedIncome: Tax Exempt40***** -8.5%*****
Vanguard Hi Div Yld ETFVYMTactical: ManagedIncome: Equity60***** 6.8%*****
WF Asset AllocationWFAIXTactical: ManagedRisk-Driven42***** -3.7%*****
Strategic 50-50s.5050Strategic: DIYBalanced40***** -5.9%*****
Strategic 60-40 Portfolios.6040Strategic: DIYBalanced40***** -5.4%*****
Strategic 70-30 Portfolios.7030Strategic: DIYHigh Equity39***** -4.9%*****
7Twelve Israelsons.712Strategic: DIYBalanced52***** 0.2%*****
Strategic 80-20 Portfolios.8020Strategic: DIYHigh Equity39***** -4.4%*****
ETF Aggressives.aggrStrategic: DIYHigh Equity35***** -9.3%*****
Lazy: Aronsons.aronStrategic: DIYHigh Equity35***** -8.8%*****
Ben Stein inspireds.bensStrategic: DIYHigh Equity44***** -3.3%*****
Harry Browne inspireds.browStrategic: DIYLow Equity46***** -3.0%*****
Lazy: Ultimate Buy & Holds.buyhStrategic: DIYBalanced44***** -5.2%*****
Lazy: Coffeehouses.coffStrategic: DIYBalanced43***** -4.6%*****
Couch Potato: Scott Burnss.coucStrategic: DIYBalanced48***** -1.3%*****
Ray Dalio inspireds.daliStrategic: DIYLow Equity49***** -1.9%*****
Ben Graham 50-50s.grahStrategic: DIYBalanced47***** -3.0%*****
Safe Haven Portfolios.haveStrategic: DIYBalanced54***** 1.8%*****
Ivy Portfolios.ivypStrategic: DIYLow Equity60***** 6.2%*****
Six Ways from Sundays.lazyStrategic: DIYBalanced58***** 4.4%*****
Low Volatility Portfolios.lowvStrategic: DIYHigh Equity53***** -0.8%*****
Lazy: Margaritavilles.margStrategic: DIYBalanced43***** -4.5%*****
ETF Moderates.modeStrategic: DIYBalanced38***** -7.4%*****
Lazy: No Brainers.nobrStrategic: DIYHigh Equity37***** -7.0%*****
No Equity Portfolios.noeqStrategic: DIYLow Equity50***** 0.9%*****
Permanent Pluss.plusStrategic: DIYLow Equity41***** -3.4%*****
Lazy: Second Graders.secoStrategic: DIYHigh Equity37***** -6.0%*****
Lazy: Smart Moneys.smarStrategic: DIYBalanced45***** -4.3%*****
Black Swan Hyperinflations.swanStrategic: DIYLow Equity80***** 20.1%*****
David Swensen inspireds.swenStrategic: DIYBalanced42***** -3.4%*****
Talmud Broad Markets.talbStrategic: DIYLow Equity45***** -1.4%*****
Talmud with Blue Chips.talcStrategic: DIYLow Equity49***** -0.1%*****
Talmud Equities and Golds.talgStrategic: DIYLow Equity53***** 4.1%*****
Talmud Dividend Equitiess.talmStrategic: DIYLow Equity58***** 6.5%*****
Talmud with Small Caps.talsStrategic: DIYLow Equity42***** -4.3%*****
Worst Case Scenarios.worsStrategic: DIYLow Equity61***** 2.8%*****
Lazy: Yale Unconventionals.yaleStrategic: DIYHigh Equity42***** -3.3%*****
Adaptive Allocation At.aaaaTactical: DIYAdaptive43***** -3.5%*****
Adaptive Allocation Bt.aaabTactical: DIYAdaptive37***** -6.8%*****
Adaptive Allocation Ct.aaacTactical: DIYAdaptive37***** -7.1%*****
Adaptive Allocation Dt.aaadTactical: DIYAdaptive50***** 1.9%*****
Adaptive Allocation Et.aaaeTactical: DIYAdaptive38***** -6.2%*****
Adaptive Allocation Ft.aaafTactical: DIYAdaptive64***** 11.0%*****
Active Combined Assett.acapTactical: DIYMomentum48***** 1.1%*****
Minimum CdaRt.cdarTactical: DIYRisk-Driven46***** -2.4%*****
Minimum Correlationt.cocoTactical: DIYCorrelation38***** -7.0%*****
Minimum CvaRt.cvarTactical: DIYRisk-Driven40***** -5.7%*****
Defensive Bondt.dbndTactical: DIYMomentum51***** -3.2%*****
Equal Weight With Clustert.distTactical: DIYCorrelation40***** -5.3%*****
Dynamic Harry Brownet.dyhbTactical: DIYMomentum42***** -7.3%*****
Equal Risk Contributiont.eqrcTactical: DIYRisk-Driven41***** -4.8%*****
Equal Weight Portfoliot.eqwtTactical: DIYEqual Weight37***** -6.4%*****
Faber Rel Strength: Top 1t.frs1Tactical: DIYMomentum65***** 20.3%*****
Faber Rel Strength: Top 2t.frs2Tactical: DIYMomentum85***** 24.0%*****
Faber Rel Strength: Top 3t.frs3Tactical: DIYMomentum71***** 13.3%*****
Faber Rel Strength: Top 4t.frs4Tactical: DIYMomentum64***** 9.0%*****
Minimum Drawdownt.lossTactical: DIYRisk-Driven44***** -2.5%*****
Minimum Downside MADt.maddTactical: DIYRisk-Driven43***** -4.1%*****
Minimum Mean Abs Deviationt.madmTactical: DIYRisk-Driven43***** -4.1%*****
Minimum Correlation At.mca1Tactical: DIYRisk-Driven44***** -3.2%*****
Minimum Correlation Bt.mca2Tactical: DIYRisk-Driven42***** -3.9%*****
Maximum Diversificationt.mdivTactical: DIYDiversification41***** -5.2%*****
Minimum Variance Bt.mva2Tactical: DIYRisk-Driven47***** -1.4%*****
Minimum Variance Ct.mva3Tactical: DIYRisk-Driven47***** -1.4%*****
Minimum Variance At.mvarTactical: DIYRisk-Driven47***** -1.4%*****
Pure Momentumt.pureTactical: DIYMomentum32***** -7.7%*****
Quarterly Asset Rotationt.qaroTactical: DIYMomentum46***** -3.2%*****
Min Downside Deviationt.risdTactical: DIYRisk-Driven48***** -1.0%*****
Risk Parity Portfolio At.rpbaTactical: DIYRisk-Driven39***** -5.1%*****
Risk Parity With Clustert.rpclTactical: DIYRisk-Driven43***** -3.9%*****
Risk Parity Portfolio Bt.rsopTactical: DIYRisk-Driven40***** -4.9%*****
Maximum Sharpe Portfoliot.sharTactical: DIYRisk/Reward53***** 3.0%*****
Maximum Sortino Portfoliot.sortTactical: DIYRisk/Reward52***** 2.4%*****
Quartile Sector Rotationt.srqrTactical: DIYSector Rotation19***** -5.3%*****
Rel Strength Sector Rotatnt.srrsTactical: DIYSector Rotation64***** 10.4%*****
Top 3 Sector Rotationt.srt3Tactical: DIYSector Rotation55***** 6.0%*****
Top 5 Sector Rotationt.srt5Tactical: DIYSector Rotation54***** 4.4%*****
Target Return Post-Modernt.trddTactical: DIYTarget Return50***** 0.2%*****
Target Return 12%t.tretTactical: DIYRisk-Driven50***** 0.3%*****
Target Risk 10%t.trisTactical: DIYRisk-Driven53***** 3.8%*****