VizMetrics Inc. - Better visibility. Better results.

All Portfolios, ranked by VizMetrics Score

for period ending December 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 average81***** 10.7%*****
  
AQR Divers NADANXTactical: ManagedHedged: Arbitrage100***** 24.8%*****
AlphaClone AlternativeALFATactical: ManagedHedged: Long/Short99***** 31.3%*****
S&P AggressiveAOATactical: ManagedRisk-Driven84***** 12.8%*****
S&P ConservativeAOKTactical: ManagedRisk-Driven97***** 9.3%*****
S&P ModerateAOMTactical: ManagedRisk-Driven96***** 10.0%*****
S&P GrowthAORTactical: ManagedRisk-Driven90***** 11.4%*****
Arbitrage IARBNXTactical: ManagedHedged: Arbitrage97***** 5.7%*****
Am Century Target DateARTOXTactical: ManagedIncome: Multi94***** 10.7%*****
Absolute Strategies IASFIXTactical: ManagedHedged: Abs Return85***** 0.7%*****
Dreyfus Alpha IAVGRXTactical: ManagedBlended78***** 2.7%*****
BlackRock Strat Inc OppBASIXTactical: ManagedIncome: Multi90***** 6.9%*****
Ibbotson BalancedBETFXTactical: ManagedRisk-Driven83***** 9.1%*****
PwrSh Sr Loan PortfolioBKLNTactical: ManagedIncome: Float Rate77***** 1.0%*****
BlackRock EmMkt ABLSAXTactical: ManagedHedged: Long/Short77***** 16.2%*****
UBS Dyn Alpha ABNAAXTactical: ManagedBlended82***** 5.0%*****
UBS Global AllocBPGLXTactical: ManagedGlobal Macro92***** 13.8%*****
Robeco Long/Short IBPLSXTactical: ManagedHedged: Long/Short48***** -6.4%*****
Berkshire Hathaway IncBRK.ATactical: ManagedGlobal Macro58***** 2.4%*****
Calamos Convertible ACCVIXTactical: ManagedIncome: Multi100***** 48.4%*****
Invesco Convertible YCNSDXTactical: ManagedIncome: Multi100***** 44.7%*****
Columbia Thermostat ZCOTZXTactical: ManagedRisk-Driven100***** 29.6%*****
IQ CPI Hedge ETFCPITactical: ManagedHedged: Abs Return79***** -1.2%*****
ProShares Lg CapCSMTactical: ManagedHedged: 130-3069***** 10.9%*****
Calamos Global GrowthCVLOXTactical: ManagedIncome: Global100***** 31.8%*****
Calamos Market Neu IncCVSIXTactical: ManagedHedged: Mkt Neutral95***** 5.2%*****
Gugg Multi-AssetCVYTactical: ManagedIncome: Multi0***** -10.5%*****
Barclays Conv BondCWBTactical: ManagedIncome: Multi100***** 53.4%*****
WisdmTr EM HiYldDEMTactical: ManagedIncome: Equity30***** -5.8%*****
WisdmTr EM SmCapDGSTactical: ManagedIncome: Equity44***** 4.1%*****
Diamond Hill Long-Short IDHLSXTactical: ManagedHedged: Long/Short51***** -0.3%*****
WisdomTree ex-USDLNTactical: ManagedIncome: Equity60***** 4.5%*****
WisdmTr Intl SmCapDLSTactical: ManagedIncome: Equity33***** -1.3%*****
Dodge & Cox BalancedDODBXTactical: ManagedRisk-Driven68***** 7.9%*****
DFA Select Hedged DSHGXTactical: ManagedGlobal Macro68***** 12.0%*****
WisdmTr Top 100DTNTactical: ManagedIncome: Equity29***** -5.8%*****
MFS Target Return ADVRAXTactical: ManagedHedged: Abs Return87***** 4.4%*****
iShares Select DividendDVYTactical: ManagedIncome: Equity30***** -4.9%*****
SPDR S&P Int'lDWXTactical: ManagedIncome: Equity38***** -5.2%*****
EatonVance GlobalMacroEIGMXTactical: ManagedHedged: Abs Return83***** 3.6%*****
Fidelity BalancedFBALXTactical: ManagedRisk-Driven100***** 22.4%*****
Fidelity ConvertiblesFCVSXTactical: ManagedIncome: Multi100***** 42.6%*****
Fidelity EquityFEQTXTactical: ManagedIncome: Equity49***** 1.8%*****
Fidelity MuniFHIGXTactical: ManagedIncome: Tax Exempt87***** 4.6%*****
Nuveen Amer MuniFLAAXTactical: ManagedIncome: Tax Exempt87***** 5.6%*****
FPA CrescentFPACXTactical: ManagedRisk-Driven74***** 12.1%*****
Fidelity PuritanFPURXTactical: ManagedRisk-Driven100***** 20.5%*****
Fidelity StrategicFSDIXTactical: ManagedIncome: Equity83***** 11.3%*****
FundX UpgraderFUNDXTactical: ManagedMomentum100***** 25.4%*****
First Trust Focus 5FVTactical: ManagedSector Rotation100***** 28.4%*****
Gabelli ABC AAAGABCXTactical: ManagedHedged: Mkt Neutral87***** 2.9%*****
Natixis ASG GlobalGAFYXTactical: ManagedHedged: Abs Return72***** -2.1%*****
Goldman Sachs Instl GARTXTactical: ManagedHedged: Abs Return81***** 3.3%*****
GMO Benchm-FreeGBMFXTactical: ManagedGlobal Macro59***** -2.5%*****
Goldman DynamicGDIFXTactical: ManagedGlobal Macro59***** -8.9%*****
Leuthold GlobalGLBIXTactical: ManagedGlobal Macro84***** 7.5%*****
GMO Global AllocGMWAXTactical: ManagedGlobal Macro75***** 6.1%*****
Goldman Sachs Strat IncGSZAXTactical: ManagedIncome: Multi92***** 9.2%*****
Hedge ReplicationHDGTactical: ManagedBlended91***** 7.4%*****
iShares Hi Div EquityHDVTactical: ManagedIncome: Equity35***** -6.5%*****
Hancock Horizon InstHHQTXTactical: ManagedHedged: Long/Short54***** -3.7%*****
ETF: SPDR Inc AllocINKMTactical: ManagedIncome: Multi59***** 3.0%*****
Ivy Asset StrategyIVAEXTactical: ManagedGlobal Macro79***** 13.7%*****
IVA WorldwideIVWIXTactical: ManagedGlobal Macro58***** -0.4%*****
iSh MultiAsset IncomeIYLDTactical: ManagedIncome: Multi44***** -1.2%*****
Janus BalancedJANBXTactical: ManagedRisk-Driven98***** 14.3%*****
Jhancock Global Abs Ret IJHAIXTactical: ManagedHedged: Abs Return87***** 2.1%*****
JPMorgan Mkt Neutral AJMNAXTactical: ManagedHedged: Mkt Neutral100***** 11.9%*****
KCM MacroTrendsKCMTXTactical: ManagedHedged: Long/Short81***** 5.5%*****
Inst: Forward SelectKIFYXTactical: ManagedIncome: Multi16***** -2.8%*****
Columbia Div IncomeLBSAXTactical: ManagedIncome: Equity72***** 7.5%*****
Invesco Divers DividendLCEIXTactical: ManagedIncome: Equity50***** 0.2%*****
Leuthold CoreLCORXTactical: ManagedGlobal Macro92***** 10.1%*****
Lord Abbett Float RateLFRAXTactical: ManagedIncome: Float Rate55***** -1.8%*****
Loomis Global Eq ALGMAXTactical: ManagedIncome: Global95***** 15.1%*****
Loomis Global Eq YLSWWXTactical: ManagedGlobal Macro96***** 15.4%*****
BlackRock Global IMALOXTactical: ManagedGlobal Macro100***** 21.1%*****
IQ Hedge Macro ETFMCROTactical: ManagedBlended95***** 8.8%*****
BlackRock Eq DividendMDDVXTactical: ManagedIncome: Equity56***** 3.6%*****
FirstTrust Multi-AssetMDIVTactical: ManagedIncome: Multi0***** -14.9%*****
BlackRock Nat'l MuniMDNLXTactical: ManagedIncome: Tax Exempt87***** 4.0%*****
MainStay Marketfield AMFADXTactical: ManagedHedged: Long/Short100***** 19.9%*****
MFS Global Tot RetMFWIXTactical: ManagedGlobal Macro86***** 9.6%*****
Aberdeen Long-Short AMLSAXTactical: ManagedHedged: Long/Short100***** 26.6%*****
IQ Merger ArbitrageMNATactical: ManagedHedged: Arbitrage77***** 2.7%*****
MainStay Int'l OppMYITXTactical: ManagedHedged: 130-3049***** 1.5%*****
Grimaldi SectorNAVFXTactical: ManagedSector Rotation73***** 11.5%*****
Neuberger Berman Eq IncNBHAXTactical: ManagedIncome: Global55***** 2.6%*****
Nuveen Preferred INPSRXTactical: ManagedIncome: Multi68***** 5.4%*****
Putnam Abs Ret 100 YPARYXTactical: ManagedHedged: Abs Return89***** 3.3%*****
PIMCO All-AssetPAUIXTactical: ManagedGlobal Macro64***** 4.6%*****
Putnam 700 YPDMYXTactical: ManagedHedged: Abs Return62***** -7.8%*****
DWA Tech LeadersPDPTactical: ManagedBlended100***** 36.6%*****
iShr Preferred ETFPFFTactical: ManagedIncome: Multi77***** 7.9%*****
PIMCO Global MultiPGAIXTactical: ManagedGlobal Macro *****  *****
PowerSh Preferred ETFPGXTactical: ManagedIncome: Multi83***** 6.6%*****
PowerShares Intl DivPIDTactical: ManagedIncome: Equity16***** -6.5%*****
Principal GlobMultiStratPMSAXTactical: ManagedBlended83***** 4.7%*****
Pimco Income PPONPXTactical: ManagedIncome: Multi85***** 5.7%*****
Principal PreferredPPSIXTactical: ManagedIncome: Multi74***** 5.4%*****
T. Rowe Equity IncomePRFDXTactical: ManagedIncome: Equity44***** 1.3%*****
T. Rowe Summit MuniPRINXTactical: ManagedIncome: Tax Exempt86***** 4.5%*****
Permanent PortfolioPRPFXStrategic: ManagedLow Equity100***** 18.9%*****
T. Rowe Global BondPRSNXTactical: ManagedIncome: Multi87***** 8.1%*****
iSh Global EnergyPWCTactical: ManagedBlended60***** 8.5%*****
Putnam Abs Ret 300 YPYTRXTactical: ManagedHedged: Abs Return76***** 0.8%*****
IQ Hedge Multi-StratQAITactical: ManagedBlended90***** 5.7%*****
IQ Hedge ETFQMNTactical: ManagedHedged: Mkt Neutral89***** 4.1%*****
RAFI Long-ShortRALSTactical: ManagedHedged: Long/Short57***** -10.3%*****
RiverFront GlobalGroRLTSXTactical: ManagedGlobal Macro64***** 8.4%*****
MultiAsset ETFRLYTactical: ManagedHedged: Abs Return48***** -0.6%*****
S&P 500 Equal WeightRSPStrategic: ManagedEqual Weight66***** 12.7%*****
Hundredfold SelectSFHYXTactical: ManagedBlended100***** 37.4%*****
Sound Mind InvestingSMIFXTactical: ManagedMomentum88***** 20.8%*****
Schwab Div EquitySWDSXTactical: ManagedIncome: Equity34***** -3.8%*****
Schwab Hedged EqSWHEXTactical: ManagedHedged: Long/Short47***** -7.4%*****
Schwab BalancedSWOBXTactical: ManagedRisk-Driven99***** 14.7%*****
Thornburg Inv Income ATIBAXTactical: ManagedIncome: Global43***** 0.6%*****
Thornburg Inv Income YTIBIXTactical: ManagedGlobal Macro44***** 0.9%*****
T. Rowe Retire BalancedTRRIXTactical: ManagedIncome: Multi94***** 11.4%*****
Vanguard LifeStrat GrowthVASGXTactical: ManagedRisk-Driven90***** 15.5%*****
Vanguard LifeStrategyVASIXTactical: ManagedIncome: Multi100***** 9.1%*****
Vanguard BalancedVBIAXTactical: ManagedRisk-Driven100***** 16.4%*****
Vanguard EquityVEIPXTactical: ManagedIncome: Equity58***** 3.0%*****
VALIC Global StratVGLSXTactical: ManagedGlobal Macro75***** 3.6%*****
Vanguard STAR InvVGSTXTactical: ManagedRisk-Driven100***** 21.4%*****
ValueLine AssetAllocVLAAXTactical: ManagedRisk-Driven100***** 15.2%*****
Vanguard Market NeutralVMNFXTactical: ManagedHedged: Mkt Neutral53***** -11.6%*****
Vanguard Managed PayoutVPGDXTactical: ManagedIncome: Multi76***** 6.9%*****
Vanguard Target RetireVTINXTactical: ManagedIncome: Multi100***** 10.0%*****
Vanguard Wellington InvVWELXTactical: ManagedRisk-Driven87***** 10.6%*****
Vanguard Wellesley AdmVWIAXTactical: ManagedIncome: Multi93***** 8.5%*****
Vanguard Wellesley InvVWINXTactical: ManagedRisk-Driven93***** 8.5%*****
Vanguard LT Tax-Exempt VWLTXTactical: ManagedIncome: Tax Exempt94***** 6.2%*****
Vanguard Hi Div Yld ETFVYMTactical: ManagedIncome: Equity53***** 1.1%*****
WF Asset AllocationWFAIXTactical: ManagedRisk-Driven100***** 16.4%*****
Strategic 50-50s.5050Strategic: DIYBalanced100***** 15.1%*****
Strategic 60-40 Portfolios.6040Strategic: DIYBalanced100***** 16.4%*****
Strategic 70-30 Portfolios.7030Strategic: DIYHigh Equity99***** 17.6%*****
7Twelve Israelsons.712Strategic: DIYBalanced73***** 7.7%*****
Strategic 80-20 Portfolios.8020Strategic: DIYHigh Equity97***** 18.8%*****
ETF Aggressives.aggrStrategic: DIYHigh Equity93***** 18.0%*****
Lazy: Aronsons.aronStrategic: DIYHigh Equity99***** 18.0%*****
Ben Stein inspireds.bensStrategic: DIYHigh Equity81***** 11.0%*****
Harry Browne inspireds.browStrategic: DIYLow Equity100***** 17.7%*****
Lazy: Ultimate Buy & Holds.buyhStrategic: DIYBalanced85***** 9.8%*****
Lazy: Coffeehouses.coffStrategic: DIYBalanced82***** 9.2%*****
Couch Potato: Scott Burnss.coucStrategic: DIYBalanced100***** 16.6%*****
Ray Dalio inspireds.daliStrategic: DIYLow Equity100***** 12.3%*****
Ben Graham 50-50s.grahStrategic: DIYBalanced79***** 7.4%*****
Safe Haven Portfolios.haveStrategic: DIYBalanced83***** 7.9%*****
Ivy Portfolios.ivypStrategic: DIYLow Equity72***** 6.4%*****
Six Ways from Sundays.lazyStrategic: DIYBalanced58***** 3.2%*****
Low Volatility Portfolios.lowvStrategic: DIYHigh Equity78***** 2.9%*****
Lazy: Margaritavilles.margStrategic: DIYBalanced94***** 15.1%*****
ETF Moderates.modeStrategic: DIYBalanced93***** 14.1%*****
Lazy: No Brainers.nobrStrategic: DIYHigh Equity84***** 13.7%*****
No Equity Portfolios.noeqStrategic: DIYLow Equity100***** 13.5%*****
Permanent Pluss.plusStrategic: DIYLow Equity100***** 28.2%*****
Lazy: Second Graders.secoStrategic: DIYHigh Equity88***** 16.9%*****
Lazy: Smart Moneys.smarStrategic: DIYBalanced81***** 9.4%*****
Black Swan Hyperinflations.swanStrategic: DIYLow Equity60***** 4.9%*****
David Swensen inspireds.swenStrategic: DIYBalanced90***** 12.7%*****
Talmud Broad Markets.talbStrategic: DIYLow Equity78***** 8.3%*****
Talmud with Blue Chips.talcStrategic: DIYLow Equity74***** 4.8%*****
Talmud Equities and Golds.talgStrategic: DIYLow Equity89***** 13.9%*****
Talmud Dividend Equitiess.talmStrategic: DIYLow Equity75***** 7.6%*****
Talmud with Small Caps.talsStrategic: DIYLow Equity72***** 7.1%*****
Worst Case Scenarios.worsStrategic: DIYLow Equity100***** 14.4%*****
Lazy: Yale Unconventionals.yaleStrategic: DIYHigh Equity90***** 12.7%*****
Adaptive Allocation At.aaaaTactical: DIYAdaptive100***** 13.3%*****
Adaptive Allocation Bt.aaabTactical: DIYAdaptive96***** 12.5%*****
Adaptive Allocation Ct.aaacTactical: DIYAdaptive95***** 12.0%*****
Adaptive Allocation Dt.aaadTactical: DIYAdaptive100***** 28.7%*****
Adaptive Allocation Et.aaaeTactical: DIYAdaptive100***** 26.4%*****
Adaptive Allocation Ft.aaafTactical: DIYAdaptive100***** 18.8%*****
Active Combined Assett.acapTactical: DIYMomentum56***** -3.2%*****
Minimum CdaRt.cdarTactical: DIYRisk-Driven100***** 18.7%*****
Minimum Correlationt.cocoTactical: DIYCorrelation100***** 23.0%*****
Minimum CvaRt.cvarTactical: DIYRisk-Driven100***** 10.8%*****
Defensive Bondt.dbndTactical: DIYMomentum100***** 12.4%*****
Equal Weight With Clustert.distTactical: DIYCorrelation78***** 6.4%*****
Dynamic Harry Brownet.dyhbTactical: DIYMomentum100***** 17.7%*****
Equal Risk Contributiont.eqrcTactical: DIYRisk-Driven100***** 13.8%*****
Equal Weight Portfoliot.eqwtTactical: DIYEqual Weight100***** 19.2%*****
Faber Rel Strength: Top 1t.frs1Tactical: DIYMomentum95***** 11.9%*****
Faber Rel Strength: Top 2t.frs2Tactical: DIYMomentum84***** 5.8%*****
Faber Rel Strength: Top 3t.frs3Tactical: DIYMomentum100***** 13.4%*****
Faber Rel Strength: Top 4t.frs4Tactical: DIYMomentum86***** 4.8%*****
Minimum Drawdownt.lossTactical: DIYRisk-Driven100***** 15.3%*****
Minimum Downside MADt.maddTactical: DIYRisk-Driven98***** 10.5%*****
Minimum Mean Abs Deviationt.madmTactical: DIYRisk-Driven98***** 10.5%*****
Minimum Correlation At.mca1Tactical: DIYRisk-Driven100***** 15.9%*****
Minimum Correlation Bt.mca2Tactical: DIYRisk-Driven100***** 14.5%*****
Maximum Diversificationt.mdivTactical: DIYDiversification100***** 13.5%*****
Minimum Variance Bt.mva2Tactical: DIYRisk-Driven100***** 13.9%*****
Minimum Variance Ct.mva3Tactical: DIYRisk-Driven100***** 16.4%*****
Minimum Variance At.mvarTactical: DIYRisk-Driven100***** 13.8%*****
Pure Momentumt.pureTactical: DIYMomentum100***** 38.7%*****
Quarterly Asset Rotationt.qaroTactical: DIYMomentum100***** 13.8%*****
Min Downside Deviationt.risdTactical: DIYRisk-Driven100***** 16.4%*****
Risk Parity Portfolio At.rpbaTactical: DIYRisk-Driven99***** 16.8%*****
Risk Parity With Clustert.rpclTactical: DIYRisk-Driven81***** 6.2%*****
Risk Parity Portfolio Bt.rsopTactical: DIYRisk-Driven98***** 16.7%*****
Maximum Sharpe Portfoliot.sharTactical: DIYRisk/Reward100***** 31.9%*****
Maximum Sortino Portfoliot.sortTactical: DIYRisk/Reward100***** 34.2%*****
Quartile Sector Rotationt.srqrTactical: DIYSector Rotation73***** 20.0%*****
Rel Strength Sector Rotatnt.srrsTactical: DIYSector Rotation100***** 14.5%*****
Top 3 Sector Rotationt.srt3Tactical: DIYSector Rotation100***** 33.3%*****
Top 5 Sector Rotationt.srt5Tactical: DIYSector Rotation100***** 42.4%*****
Target Return Post-Modernt.trddTactical: DIYTarget Return100***** 18.9%*****
Target Return 12%t.tretTactical: DIYRisk-Driven100***** 18.8%*****
Target Risk 10%t.trisTactical: DIYRisk-Driven100***** 18.9%*****