VizMetrics Inc. - Better visibility. Better results.

All Portfolios, ranked by VizMetrics Score

for period ending August 31, 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 average50***** -9.8%*****
  
AQR Divers NADANXTactical: ManagedHedged: Arbitrage79***** -1.9%*****
AlphaClone AlternativeALFATactical: ManagedHedged: Long/Short0***** -28.8%*****
S&P AggressiveAOATactical: ManagedRisk-Driven37***** -14.5%*****
S&P ConservativeAOKTactical: ManagedRisk-Driven48***** -12.8%*****
S&P ModerateAOMTactical: ManagedRisk-Driven46***** -13.2%*****
S&P GrowthAORTactical: ManagedRisk-Driven42***** -13.9%*****
Arbitrage IARBNXTactical: ManagedHedged: Arbitrage82***** -0.7%*****
Am Century Target DateARTOXTactical: ManagedIncome: Multi49***** -11.8%*****
Absolute Strategies IASFIXTactical: ManagedHedged: Abs Return78***** 1.4%*****
Dreyfus Alpha IAVGRXTactical: ManagedBlended50***** -9.1%*****
BlackRock Strat Inc OppBASIXTactical: ManagedIncome: Multi69***** -6.3%*****
Ibbotson BalancedBETFXTactical: ManagedRisk-Driven46***** -12.1%*****
PwrSh Sr Loan PortfolioBKLNTactical: ManagedIncome: Float Rate76***** -2.0%*****
BlackRock EmMkt ABLSAXTactical: ManagedHedged: Long/Short19***** -24.6%*****
UBS Dyn Alpha ABNAAXTactical: ManagedBlended65***** -6.7%*****
UBS Global AllocBPGLXTactical: ManagedGlobal Macro40***** -14.9%*****
Robeco Long/Short IBPLSXTactical: ManagedHedged: Long/Short89***** 8.4%*****
Berkshire Hathaway IncBRK.ATactical: ManagedGlobal Macro46***** -2.0%*****
Calamos Convertible ACCVIXTactical: ManagedIncome: Multi30***** -18.1%*****
Invesco Convertible YCNSDXTactical: ManagedIncome: Multi41***** -13.4%*****
Columbia Thermostat ZCOTZXTactical: ManagedRisk-Driven52***** -11.7%*****
IQ CPI Hedge ETFCPITactical: ManagedHedged: Abs Return67***** -4.8%*****
ProShares Lg CapCSMTactical: ManagedHedged: 130-3041***** -9.6%*****
Calamos Global GrowthCVLOXTactical: ManagedIncome: Global24***** -19.9%*****
Calamos Market Neu IncCVSIXTactical: ManagedHedged: Mkt Neutral73***** -3.9%*****
Gugg Multi-AssetCVYTactical: ManagedIncome: Multi47***** -6.6%*****
Barclays Conv BondCWBTactical: ManagedIncome: Multi25***** -20.5%*****
WisdmTr EM HiYldDEMTactical: ManagedIncome: Equity39***** -13.8%*****
WisdmTr EM SmCapDGSTactical: ManagedIncome: Equity39***** -15.0%*****
Diamond Hill Long-Short IDHLSXTactical: ManagedHedged: Long/Short60***** -4.7%*****
WisdomTree ex-USDLNTactical: ManagedIncome: Equity64***** -1.5%*****
WisdmTr Intl SmCapDLSTactical: ManagedIncome: Equity23***** -21.3%*****
Dodge & Cox BalancedDODBXTactical: ManagedRisk-Driven54***** -8.0%*****
DFA Select Hedged DSHGXTactical: ManagedGlobal Macro44***** -10.8%*****
MFS Target Return ADVRAXTactical: ManagedHedged: Abs Return66***** -6.7%*****
iShares Select DividendDVYTactical: ManagedIncome: Equity74***** 4.1%*****
SPDR S&P Int'lDWXTactical: ManagedIncome: Equity38***** -15.0%*****
EatonVance GlobalMacroEIGMXTactical: ManagedHedged: Abs Return71***** -4.9%*****
Fidelity BalancedFBALXTactical: ManagedRisk-Driven40***** -12.8%*****
Fidelity ConvertiblesFCVSXTactical: ManagedIncome: Multi40***** -12.7%*****
Fidelity EquityFEQTXTactical: ManagedIncome: Equity62***** -2.5%*****
Fidelity MuniFHIGXTactical: ManagedIncome: Tax Exempt55***** -10.7%*****
Nuveen Amer MuniFLAAXTactical: ManagedIncome: Tax Exempt39***** -16.0%*****
FPA CrescentFPACXTactical: ManagedRisk-Driven47***** -11.5%*****
Fidelity PuritanFPURXTactical: ManagedRisk-Driven41***** -12.7%*****
Fidelity StrategicFSDIXTactical: ManagedIncome: Equity55***** -7.7%*****
FundX UpgraderFUNDXTactical: ManagedMomentum27***** -17.8%*****
First Trust Focus 5FVTactical: ManagedSector Rotation47***** -4.0%*****
Gabelli ABC AAAGABCXTactical: ManagedHedged: Mkt Neutral81***** -1.4%*****
Natixis ASG GlobalGAFYXTactical: ManagedHedged: Abs Return75***** -2.5%*****
Goldman Sachs Instl GARTXTactical: ManagedHedged: Abs Return64***** -6.6%*****
GMO Benchm-FreeGBMFXTactical: ManagedGlobal Macro63***** -6.3%*****
Leuthold GlobalGLBIXTactical: ManagedGlobal Macro53***** -8.7%*****
GMO Global AllocGMWAXTactical: ManagedGlobal Macro41***** -15.0%*****
Goldman Sachs Strat IncGSZAXTactical: ManagedIncome: Multi68***** -6.1%*****
Hedge ReplicationHDGTactical: ManagedBlended57***** -9.7%*****
iShares Hi Div EquityHDVTactical: ManagedIncome: Equity82***** 7.0%*****
ETF: SPDR Inc AllocINKMTactical: ManagedIncome: Multi52***** -10.6%*****
Ivy Asset StrategyIVAEXTactical: ManagedGlobal Macro42***** -13.5%*****
iSh MultiAsset IncomeIYLDTactical: ManagedIncome: Multi38***** -16.3%*****
Janus BalancedJANBXTactical: ManagedRisk-Driven43***** -12.4%*****
Jhancock Global Abs Ret IJHAIXTactical: ManagedHedged: Abs Return69***** -4.9%*****
JPMorgan Mkt Neutral AJMNAXTactical: ManagedHedged: Mkt Neutral83***** 0.8%*****
KCM MacroTrendsKCMTXTactical: ManagedHedged: Long/Short29***** -16.5%*****
Inst: Forward SelectKIFYXTactical: ManagedIncome: Multi63***** -6.0%*****
Columbia Div IncomeLBSAXTactical: ManagedIncome: Equity58***** -4.5%*****
Invesco Divers DividendLCEIXTactical: ManagedIncome: Equity63***** -1.9%*****
Leuthold CoreLCORXTactical: ManagedGlobal Macro58***** -7.6%*****
Lord Abbett Float RateLFRAXTactical: ManagedIncome: Float Rate76***** -2.1%*****
Loomis Global Eq ALGMAXTactical: ManagedIncome: Global18***** -21.7%*****
Loomis Global Eq YLSWWXTactical: ManagedGlobal Macro19***** -21.5%*****
BlackRock Global IMALOXTactical: ManagedGlobal Macro31***** -20.0%*****
IQ Hedge Macro ETFMCROTactical: ManagedBlended57***** -10.7%*****
BlackRock Eq DividendMDDVXTactical: ManagedIncome: Equity43***** -11.5%*****
FirstTrust Multi-AssetMDIVTactical: ManagedIncome: Multi69***** 0.9%*****
BlackRock Nat'l MuniMDNLXTactical: ManagedIncome: Tax Exempt55***** -10.4%*****
MainStay Marketfield AMFADXTactical: ManagedHedged: Long/Short65***** -2.6%*****
MFS Global Tot RetMFWIXTactical: ManagedGlobal Macro44***** -13.1%*****
Aberdeen Long-Short AMLSAXTactical: ManagedHedged: Long/Short42***** -1.5%*****
IQ Merger ArbitrageMNATactical: ManagedHedged: Arbitrage75***** -3.3%*****
MainStay Int'l OppMYITXTactical: ManagedHedged: 130-3020***** -22.0%*****
Grimaldi SectorNAVFXTactical: ManagedSector Rotation35***** -14.9%*****
Neuberger Berman Eq IncNBHAXTactical: ManagedIncome: Global65***** -0.3%*****
Nuveen Preferred INPSRXTactical: ManagedIncome: Multi55***** -10.8%*****
Putnam Abs Ret 100 YPARYXTactical: ManagedHedged: Abs Return74***** -4.9%*****
PIMCO All-AssetPAUIXTactical: ManagedGlobal Macro46***** -12.0%*****
Putnam 700 YPDMYXTactical: ManagedHedged: Abs Return83***** 1.0%*****
DWA Tech LeadersPDPTactical: ManagedBlended11***** -21.4%*****
iShr Preferred ETFPFFTactical: ManagedIncome: Multi45***** -11.7%*****
PIMCO Global MultiPGAIXTactical: ManagedGlobal Macro *****  *****
PowerSh Preferred ETFPGXTactical: ManagedIncome: Multi39***** -14.0%*****
PowerShares Intl DivPIDTactical: ManagedIncome: Equity59***** -1.7%*****
Principal GlobMultiStratPMSAXTactical: ManagedBlended74***** -2.6%*****
Pimco Income PPONPXTactical: ManagedIncome: Multi61***** -8.4%*****
Principal PreferredPPSIXTactical: ManagedIncome: Multi56***** -10.1%*****
T. Rowe Equity IncomePRFDXTactical: ManagedIncome: Equity63***** -1.4%*****
T. Rowe Summit MuniPRINXTactical: ManagedIncome: Tax Exempt56***** -10.4%*****
Permanent PortfolioPRPFXStrategic: ManagedLow Equity54***** -8.5%*****
T. Rowe Global BondPRSNXTactical: ManagedIncome: Multi51***** -13.0%*****
iSh Global EnergyPWCTactical: ManagedBlended24***** -16.6%*****
Putnam Abs Ret 300 YPYTRXTactical: ManagedHedged: Abs Return77***** -3.3%*****
IQ Hedge Multi-StratQAITactical: ManagedBlended58***** -10.0%*****
IQ Hedge ETFQMNTactical: ManagedHedged: Mkt Neutral67***** -7.3%*****
MultiAsset ETFRLYTactical: ManagedHedged: Abs Return87***** 12.0%*****
S&P 500 Equal WeightRSPStrategic: ManagedEqual Weight46***** -8.5%*****
Hundredfold SelectSFHYXTactical: ManagedBlended62***** -8.1%*****
Sound Mind InvestingSMIFXTactical: ManagedMomentum48***** -9.2%*****
Schwab Div EquitySWDSXTactical: ManagedIncome: Equity55***** -6.2%*****
Schwab BalancedSWOBXTactical: ManagedRisk-Driven39***** -14.6%*****
Thornburg Inv Income ATIBAXTactical: ManagedIncome: Global56***** -6.6%*****
Thornburg Inv Income YTIBIXTactical: ManagedGlobal Macro56***** -6.8%*****
T. Rowe Retire BalancedTRRIXTactical: ManagedIncome: Multi49***** -12.4%*****
Vanguard LifeStrat GrowthVASGXTactical: ManagedRisk-Driven36***** -15.2%*****
Vanguard LifeStrategyVASIXTactical: ManagedIncome: Multi50***** -12.4%*****
Vanguard BalancedVBIAXTactical: ManagedRisk-Driven43***** -12.7%*****
Vanguard EquityVEIPXTactical: ManagedIncome: Equity66***** -0.4%*****
VALIC Global StratVGLSXTactical: ManagedGlobal Macro36***** -16.2%*****
Vanguard STAR InvVGSTXTactical: ManagedRisk-Driven33***** -17.2%*****
ValueLine AssetAllocVLAAXTactical: ManagedRisk-Driven41***** -12.5%*****
Vanguard Market NeutralVMNFXTactical: ManagedHedged: Mkt Neutral100***** 17.7%*****
Vanguard Managed PayoutVPGDXTactical: ManagedIncome: Multi56***** -7.8%*****
Vanguard Target RetireVTINXTactical: ManagedIncome: Multi53***** -11.0%*****
Vanguard Wellington InvVWELXTactical: ManagedRisk-Driven46***** -11.0%*****
Vanguard Wellesley AdmVWIAXTactical: ManagedIncome: Multi58***** -8.5%*****
Vanguard Wellesley InvVWINXTactical: ManagedRisk-Driven57***** -8.6%*****
Vanguard LT Tax-Exempt VWLTXTactical: ManagedIncome: Tax Exempt53***** -11.0%*****
Vanguard Hi Div Yld ETFVYMTactical: ManagedIncome: Equity66***** -0.5%*****
WF Asset AllocationWFAIXTactical: ManagedRisk-Driven44***** -12.0%*****
Strategic 50-50s.5050Strategic: DIYBalanced45***** -12.4%*****
Strategic 60-40 Portfolios.6040Strategic: DIYBalanced43***** -12.6%*****
Strategic 70-30 Portfolios.7030Strategic: DIYHigh Equity40***** -12.9%*****
7Twelve Israelsons.712Strategic: DIYBalanced57***** -6.8%*****
Strategic 80-20 Portfolios.8020Strategic: DIYHigh Equity38***** -13.1%*****
ETF Aggressives.aggrStrategic: DIYHigh Equity35***** -16.0%*****
Lazy: Aronsons.aronStrategic: DIYHigh Equity34***** -16.5%*****
Ben Stein inspireds.bensStrategic: DIYHigh Equity47***** -10.8%*****
Harry Browne inspireds.browStrategic: DIYLow Equity50***** -11.8%*****
Lazy: Ultimate Buy & Holds.buyhStrategic: DIYBalanced49***** -11.6%*****
Lazy: Coffeehouses.coffStrategic: DIYBalanced47***** -11.5%*****
Couch Potato: Scott Burnss.coucStrategic: DIYBalanced50***** -9.8%*****
Ray Dalio inspireds.daliStrategic: DIYLow Equity52***** -10.8%*****
Ben Graham 50-50s.grahStrategic: DIYBalanced51***** -10.1%*****
Safe Haven Portfolios.haveStrategic: DIYBalanced61***** -6.0%*****
Ivy Portfolios.ivypStrategic: DIYLow Equity59***** -5.7%*****
Six Ways from Sundays.lazyStrategic: DIYBalanced60***** -3.6%*****
Low Volatility Portfolios.lowvStrategic: DIYHigh Equity61***** -7.9%*****
Lazy: Margaritavilles.margStrategic: DIYBalanced40***** -13.9%*****
ETF Moderates.modeStrategic: DIYBalanced42***** -14.0%*****
Lazy: No Brainers.nobrStrategic: DIYHigh Equity35***** -15.5%*****
No Equity Portfolios.noeqStrategic: DIYLow Equity42***** -13.6%*****
Permanent Pluss.plusStrategic: DIYLow Equity36***** -16.0%*****
Lazy: Second Graders.secoStrategic: DIYHigh Equity34***** -15.3%*****
Lazy: Smart Moneys.smarStrategic: DIYBalanced52***** -10.0%*****
Black Swan Hyperinflations.swanStrategic: DIYLow Equity83***** 7.9%*****
David Swensen inspireds.swenStrategic: DIYBalanced38***** -14.7%*****
Talmud Broad Markets.talbStrategic: DIYLow Equity43***** -12.1%*****
Talmud with Blue Chips.talcStrategic: DIYLow Equity50***** -9.8%*****
Talmud Equities and Golds.talgStrategic: DIYLow Equity46***** -10.2%*****
Talmud Dividend Equitiess.talmStrategic: DIYLow Equity60***** -4.9%*****
Talmud with Small Caps.talsStrategic: DIYLow Equity47***** -10.9%*****
Worst Case Scenarios.worsStrategic: DIYLow Equity73***** -2.8%*****
Lazy: Yale Unconventionals.yaleStrategic: DIYHigh Equity36***** -15.0%*****
Adaptive Allocation At.aaaaTactical: DIYAdaptive28***** -19.9%*****
Adaptive Allocation Bt.aaabTactical: DIYAdaptive19***** -23.3%*****
Adaptive Allocation Ct.aaacTactical: DIYAdaptive20***** -23.2%*****
Adaptive Allocation Dt.aaadTactical: DIYAdaptive38***** -15.4%*****
Adaptive Allocation Et.aaaeTactical: DIYAdaptive27***** -19.7%*****
Adaptive Allocation Ft.aaafTactical: DIYAdaptive55***** -8.2%*****
Active Combined Assett.acapTactical: DIYMomentum43***** -13.2%*****
Minimum CdaRt.cdarTactical: DIYRisk-Driven35***** -18.1%*****
Minimum Correlationt.cocoTactical: DIYCorrelation35***** -17.7%*****
Minimum CvaRt.cvarTactical: DIYRisk-Driven35***** -18.2%*****
Defensive Bondt.dbndTactical: DIYMomentum68***** -4.9%*****
Equal Weight With Clustert.distTactical: DIYCorrelation37***** -16.5%*****
Dynamic Harry Brownet.dyhbTactical: DIYMomentum60***** -9.4%*****
Equal Risk Contributiont.eqrcTactical: DIYRisk-Driven37***** -16.1%*****
Equal Weight Portfoliot.eqwtTactical: DIYEqual Weight33***** -16.5%*****
Faber Rel Strength: Top 1t.frs1Tactical: DIYMomentum64***** 4.9%*****
Faber Rel Strength: Top 2t.frs2Tactical: DIYMomentum93***** 10.1%*****
Faber Rel Strength: Top 3t.frs3Tactical: DIYMomentum81***** 2.8%*****
Faber Rel Strength: Top 4t.frs4Tactical: DIYMomentum75***** -0.7%*****
Minimum Drawdownt.lossTactical: DIYRisk-Driven35***** -17.7%*****
Minimum Downside MADt.maddTactical: DIYRisk-Driven36***** -17.9%*****
Minimum Mean Abs Deviationt.madmTactical: DIYRisk-Driven36***** -17.9%*****
Minimum Correlation At.mca1Tactical: DIYRisk-Driven40***** -15.4%*****
Minimum Correlation Bt.mca2Tactical: DIYRisk-Driven39***** -15.5%*****
Maximum Diversificationt.mdivTactical: DIYDiversification37***** -16.9%*****
Minimum Variance Bt.mva2Tactical: DIYRisk-Driven42***** -14.7%*****
Minimum Variance Ct.mva3Tactical: DIYRisk-Driven41***** -14.9%*****
Minimum Variance At.mvarTactical: DIYRisk-Driven43***** -14.6%*****
Pure Momentumt.pureTactical: DIYMomentum13***** -24.4%*****
Quarterly Asset Rotationt.qaroTactical: DIYMomentum46***** -13.1%*****
Min Downside Deviationt.risdTactical: DIYRisk-Driven44***** -14.3%*****
Risk Parity Portfolio At.rpbaTactical: DIYRisk-Driven35***** -16.2%*****
Risk Parity With Clustert.rpclTactical: DIYRisk-Driven40***** -15.5%*****
Risk Parity Portfolio Bt.rsopTactical: DIYRisk-Driven36***** -15.8%*****
Maximum Sharpe Portfoliot.sharTactical: DIYRisk/Reward52***** -10.1%*****
Maximum Sortino Portfoliot.sortTactical: DIYRisk/Reward50***** -10.7%*****
Quartile Sector Rotationt.srqrTactical: DIYSector Rotation33***** 13.8%*****
Rel Strength Sector Rotatnt.srrsTactical: DIYSector Rotation72***** 3.1%*****
Top 3 Sector Rotationt.srt3Tactical: DIYSector Rotation88***** 5.7%*****
Top 5 Sector Rotationt.srt5Tactical: DIYSector Rotation61***** 2.1%*****
Target Return Post-Modernt.trddTactical: DIYTarget Return46***** -11.8%*****
Target Return 12%t.tretTactical: DIYRisk-Driven47***** -11.3%*****
Target Risk 10%t.trisTactical: DIYRisk-Driven46***** -12.1%*****