VizMetrics Inc. - Better visibility. Better results.

All Portfolios, ranked by VizMetrics Score

for period ending September 30, 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 average72***** 5.8%*****
  
AQR Divers NADANXTactical: ManagedHedged: Arbitrage90***** 12.7%*****
AlphaClone AlternativeALFATactical: ManagedHedged: Long/Short73***** 19.2%*****
S&P AggressiveAOATactical: ManagedRisk-Driven71***** 8.0%*****
S&P ConservativeAOKTactical: ManagedRisk-Driven84***** 6.7%*****
S&P ModerateAOMTactical: ManagedRisk-Driven83***** 7.1%*****
S&P GrowthAORTactical: ManagedRisk-Driven77***** 7.7%*****
Arbitrage IARBNXTactical: ManagedHedged: Arbitrage85***** 3.9%*****
Am Century Target DateARTOXTactical: ManagedIncome: Multi80***** 7.2%*****
AQR Multi-Strat AltASAIXTactical: ManagedBlended5***** -29.9%*****
Absolute Strategies IASFIXTactical: ManagedHedged: Abs Return76***** -1.0%*****
Dreyfus Alpha IAVGRXTactical: ManagedBlended75***** 3.8%*****
BlackRock Strat Inc OppBASIXTactical: ManagedIncome: Multi79***** 4.3%*****
Ibbotson BalancedBETFXTactical: ManagedRisk-Driven68***** 3.4%*****
PwrSh Sr Loan PortfolioBKLNTactical: ManagedIncome: Float Rate70***** -0.2%*****
BlackRock EmMkt ABLSAXTactical: ManagedHedged: Long/Short63***** 9.8%*****
UBS Dyn Alpha ABNAAXTactical: ManagedBlended69***** 0.8%*****
UBS Global AllocBPGLXTactical: ManagedGlobal Macro73***** 6.5%*****
Robeco Long/Short IBPLSXTactical: ManagedHedged: Long/Short40***** -11.6%*****
Berkshire Hathaway IncBRK.ATactical: ManagedGlobal Macro59***** 2.6%*****
Calamos Convertible ACCVIXTactical: ManagedIncome: Multi100***** 34.4%*****
Invesco Convertible YCNSDXTactical: ManagedIncome: Multi100***** 28.3%*****
Columbia Thermostat ZCOTZXTactical: ManagedRisk-Driven100***** 24.5%*****
IQ CPI Hedge ETFCPITactical: ManagedHedged: Abs Return75***** -0.4%*****
ProShares Lg CapCSMTactical: ManagedHedged: 130-3064***** 9.2%*****
Calamos Global GrowthCVLOXTactical: ManagedIncome: Global97***** 23.7%*****
Calamos Market Neu IncCVSIXTactical: ManagedHedged: Mkt Neutral86***** 4.3%*****
Gugg Multi-AssetCVYTactical: ManagedIncome: Multi0***** -23.5%*****
Barclays Conv BondCWBTactical: ManagedIncome: Multi100***** 35.4%*****
WisdmTr EM HiYldDEMTactical: ManagedIncome: Equity27***** -10.5%*****
WisdmTr EM SmCapDGSTactical: ManagedIncome: Equity36***** -2.9%*****
Diamond Hill Long-Short IDHLSXTactical: ManagedHedged: Long/Short38***** -8.5%*****
WisdomTree ex-USDLNTactical: ManagedIncome: Equity53***** 0.8%*****
WisdmTr Intl SmCapDLSTactical: ManagedIncome: Equity34***** -2.6%*****
Dodge & Cox BalancedDODBXTactical: ManagedRisk-Driven55***** 0.9%*****
DFA Select Hedged DSHGXTactical: ManagedGlobal Macro53***** 4.0%*****
WisdmTr Top 100DTNTactical: ManagedIncome: Equity27***** -10.4%*****
MFS Target Return ADVRAXTactical: ManagedHedged: Abs Return82***** 5.1%*****
iShares Select DividendDVYTactical: ManagedIncome: Equity17***** -16.5%*****
SPDR S&P Int'lDWXTactical: ManagedIncome: Equity35***** -9.1%*****
EatonVance GlobalMacroEIGMXTactical: ManagedHedged: Abs Return78***** 4.0%*****
Fidelity BalancedFBALXTactical: ManagedRisk-Driven91***** 17.8%*****
Fidelity ConvertiblesFCVSXTactical: ManagedIncome: Multi100***** 29.9%*****
Fidelity EquityFEQTXTactical: ManagedIncome: Equity38***** -5.6%*****
Fidelity MuniFHIGXTactical: ManagedIncome: Tax Exempt77***** 2.7%*****
Nuveen Amer MuniFLAAXTactical: ManagedIncome: Tax Exempt75***** 2.2%*****
FPA CrescentFPACXTactical: ManagedRisk-Driven52***** 0.3%*****
Fidelity PuritanFPURXTactical: ManagedRisk-Driven98***** 19.2%*****
Fidelity StrategicFSDIXTactical: ManagedIncome: Equity66***** 4.2%*****
FundX UpgraderFUNDXTactical: ManagedMomentum84***** 17.6%*****
First Trust Focus 5FVTactical: ManagedSector Rotation78***** 15.7%*****
Gabelli ABC AAAGABCXTactical: ManagedHedged: Mkt Neutral79***** 2.0%*****
Natixis ASG GlobalGAFYXTactical: ManagedHedged: Abs Return65***** -4.0%*****
Goldman Sachs Instl GARTXTactical: ManagedHedged: Abs Return69***** -0.4%*****
GMO Benchm-FreeGBMFXTactical: ManagedGlobal Macro58***** -2.4%*****
Goldman DynamicGDIFXTactical: ManagedGlobal Macro67***** -4.3%*****
Leuthold GlobalGLBIXTactical: ManagedGlobal Macro70***** 2.8%*****
GMO Global AllocGMWAXTactical: ManagedGlobal Macro59***** -0.9%*****
Goldman Sachs Strat IncGSZAXTactical: ManagedIncome: Multi81***** 7.1%*****
Hedge ReplicationHDGTactical: ManagedBlended73***** 1.4%*****
iShares Hi Div EquityHDVTactical: ManagedIncome: Equity32***** -10.8%*****
Hancock Horizon InstHHQTXTactical: ManagedHedged: Long/Short53***** -3.9%*****
ETF: SPDR Inc AllocINKMTactical: ManagedIncome: Multi46***** -4.0%*****
Ivy Asset StrategyIVAEXTactical: ManagedGlobal Macro66***** 8.2%*****
IVA WorldwideIVWIXTactical: ManagedGlobal Macro50***** -4.6%*****
iSh MultiAsset IncomeIYLDTactical: ManagedIncome: Multi40***** -4.7%*****
Janus BalancedJANBXTactical: ManagedRisk-Driven87***** 12.5%*****
Jhancock Global Abs Ret IJHAIXTactical: ManagedHedged: Abs Return79***** 0.9%*****
JPMorgan Mkt Neutral AJMNAXTactical: ManagedHedged: Mkt Neutral100***** 13.0%*****
KCM MacroTrendsKCMTXTactical: ManagedHedged: Long/Short70***** 2.0%*****
Inst: Forward SelectKIFYXTactical: ManagedIncome: Multi13***** -10.2%*****
Columbia Div IncomeLBSAXTactical: ManagedIncome: Equity62***** 3.3%*****
Invesco Divers DividendLCEIXTactical: ManagedIncome: Equity39***** -7.3%*****
Leuthold CoreLCORXTactical: ManagedGlobal Macro79***** 6.7%*****
Lord Abbett Float RateLFRAXTactical: ManagedIncome: Float Rate49***** -4.6%*****
Loomis Global Eq ALGMAXTactical: ManagedIncome: Global84***** 13.4%*****
Loomis Global Eq YLSWWXTactical: ManagedGlobal Macro85***** 13.7%*****
BlackRock Global IMALOXTactical: ManagedGlobal Macro90***** 14.6%*****
IQ Hedge Macro ETFMCROTactical: ManagedBlended82***** 6.2%*****
BlackRock Eq DividendMDDVXTactical: ManagedIncome: Equity44***** -4.3%*****
FirstTrust Multi-AssetMDIVTactical: ManagedIncome: Multi0***** -22.3%*****
BlackRock Nat'l MuniMDNLXTactical: ManagedIncome: Tax Exempt77***** 2.2%*****
MainStay Marketfield AMFADXTactical: ManagedHedged: Long/Short89***** 16.4%*****
MFS Global Tot RetMFWIXTactical: ManagedGlobal Macro71***** 4.2%*****
Aberdeen Long-Short AMLSAXTactical: ManagedHedged: Long/Short88***** 19.7%*****
IQ Merger ArbitrageMNATactical: ManagedHedged: Arbitrage76***** 5.0%*****
MainStay Int'l OppMYITXTactical: ManagedHedged: 130-3043***** -3.2%*****
Grimaldi SectorNAVFXTactical: ManagedSector Rotation64***** 8.0%*****
Neuberger Berman Eq IncNBHAXTactical: ManagedIncome: Global45***** -3.4%*****
Nuveen Preferred INPSRXTactical: ManagedIncome: Multi60***** 2.5%*****
Putnam Abs Ret 100 YPARYXTactical: ManagedHedged: Abs Return82***** 3.0%*****
PIMCO All-AssetPAUIXTactical: ManagedGlobal Macro48***** -4.2%*****
Putnam 700 YPDMYXTactical: ManagedHedged: Abs Return55***** -10.3%*****
DWA Tech LeadersPDPTactical: ManagedBlended99***** 25.9%*****
iShr Preferred ETFPFFTactical: ManagedIncome: Multi64***** 2.6%*****
PIMCO Global MultiPGAIXTactical: ManagedGlobal Macro *****  *****
PowerSh Preferred ETFPGXTactical: ManagedIncome: Multi71***** 2.9%*****
PowerShares Intl DivPIDTactical: ManagedIncome: Equity8***** -17.3%*****
Principal GlobMultiStratPMSAXTactical: ManagedBlended72***** 2.0%*****
Pimco Income PPONPXTactical: ManagedIncome: Multi75***** 3.7%*****
Principal PreferredPPSIXTactical: ManagedIncome: Multi67***** 3.6%*****
T. Rowe Equity IncomePRFDXTactical: ManagedIncome: Equity28***** -10.4%*****
T. Rowe Summit MuniPRINXTactical: ManagedIncome: Tax Exempt76***** 2.2%*****
Permanent PortfolioPRPFXStrategic: ManagedLow Equity85***** 13.0%*****
T. Rowe Global BondPRSNXTactical: ManagedIncome: Multi75***** 5.1%*****
iSh Global EnergyPWCTactical: ManagedBlended46***** 0.2%*****
Putnam Abs Ret 300 YPYTRXTactical: ManagedHedged: Abs Return68***** -0.8%*****
IQ Hedge Multi-StratQAITactical: ManagedBlended79***** 3.8%*****
IQ Hedge ETFQMNTactical: ManagedHedged: Mkt Neutral79***** 2.5%*****
RAFI Long-ShortRALSTactical: ManagedHedged: Long/Short50***** -13.3%*****
RiverFront GlobalGroRLTSXTactical: ManagedGlobal Macro58***** 5.3%*****
MultiAsset ETFRLYTactical: ManagedHedged: Abs Return36***** -9.0%*****
S&P 500 Equal WeightRSPStrategic: ManagedEqual Weight48***** 2.4%*****
Hundredfold SelectSFHYXTactical: ManagedBlended100***** 25.2%*****
Sound Mind InvestingSMIFXTactical: ManagedMomentum61***** 7.6%*****
Schwab Div EquitySWDSXTactical: ManagedIncome: Equity28***** -10.5%*****
Schwab Hedged EqSWHEXTactical: ManagedHedged: Long/Short52***** -5.3%*****
Schwab BalancedSWOBXTactical: ManagedRisk-Driven86***** 12.1%*****
Thornburg Inv Income ATIBAXTactical: ManagedIncome: Global30***** -9.9%*****
Thornburg Inv Income YTIBIXTactical: ManagedGlobal Macro30***** -9.6%*****
T. Rowe Retire BalancedTRRIXTactical: ManagedIncome: Multi80***** 7.9%*****
Vanguard LifeStrat GrowthVASGXTactical: ManagedRisk-Driven74***** 9.9%*****
Vanguard LifeStrategyVASIXTactical: ManagedIncome: Multi88***** 6.8%*****
Vanguard BalancedVBIAXTactical: ManagedRisk-Driven87***** 12.6%*****
Vanguard EquityVEIPXTactical: ManagedIncome: Equity48***** -2.9%*****
VALIC Global StratVGLSXTactical: ManagedGlobal Macro67***** 1.6%*****
Vanguard STAR InvVGSTXTactical: ManagedRisk-Driven89***** 15.0%*****
ValueLine AssetAllocVLAAXTactical: ManagedRisk-Driven86***** 12.3%*****
Vanguard Market NeutralVMNFXTactical: ManagedHedged: Mkt Neutral59***** -8.8%*****
Vanguard Managed PayoutVPGDXTactical: ManagedIncome: Multi64***** 1.8%*****
Vanguard Target RetireVTINXTactical: ManagedIncome: Multi86***** 7.4%*****
Vanguard Wellington InvVWELXTactical: ManagedRisk-Driven76***** 7.5%*****
Vanguard Wellesley AdmVWIAXTactical: ManagedIncome: Multi80***** 5.2%*****
Vanguard Wellesley InvVWINXTactical: ManagedRisk-Driven80***** 5.2%*****
Vanguard LT Tax-Exempt VWLTXTactical: ManagedIncome: Tax Exempt83***** 4.2%*****
Vanguard Hi Div Yld ETFVYMTactical: ManagedIncome: Equity43***** -5.6%*****
WF Asset AllocationWFAIXTactical: ManagedRisk-Driven93***** 13.3%*****
Strategic 50-50s.5050Strategic: DIYBalanced88***** 11.6%*****
Strategic 60-40 Portfolios.6040Strategic: DIYBalanced86***** 12.4%*****
Strategic 70-30 Portfolios.7030Strategic: DIYHigh Equity83***** 13.1%*****
7Twelve Israelsons.712Strategic: DIYBalanced58***** 1.0%*****
Strategic 80-20 Portfolios.8020Strategic: DIYHigh Equity81***** 13.8%*****
ETF Aggressives.aggrStrategic: DIYHigh Equity72***** 9.7%*****
Lazy: Aronsons.aronStrategic: DIYHigh Equity78***** 10.4%*****
Ben Stein inspireds.bensStrategic: DIYHigh Equity67***** 5.6%*****
Harry Browne inspireds.browStrategic: DIYLow Equity100***** 16.2%*****
Lazy: Ultimate Buy & Holds.buyhStrategic: DIYBalanced68***** 3.2%*****
Lazy: Coffeehouses.coffStrategic: DIYBalanced65***** 2.6%*****
Couch Potato: Scott Burnss.coucStrategic: DIYBalanced89***** 12.9%*****
Ray Dalio inspireds.daliStrategic: DIYLow Equity87***** 9.3%*****
Ben Graham 50-50s.grahStrategic: DIYBalanced64***** 1.4%*****
Safe Haven Portfolios.haveStrategic: DIYBalanced71***** 3.8%*****
Ivy Portfolios.ivypStrategic: DIYLow Equity60***** 1.2%*****
Six Ways from Sundays.lazyStrategic: DIYBalanced45***** -4.9%*****
Low Volatility Portfolios.lowvStrategic: DIYHigh Equity70***** 0.8%*****
Lazy: Margaritavilles.margStrategic: DIYBalanced78***** 10.0%*****
ETF Moderates.modeStrategic: DIYBalanced76***** 8.6%*****
Lazy: No Brainers.nobrStrategic: DIYHigh Equity67***** 6.5%*****
No Equity Portfolios.noeqStrategic: DIYLow Equity92***** 10.3%*****
Permanent Pluss.plusStrategic: DIYLow Equity100***** 27.9%*****
Lazy: Second Graders.secoStrategic: DIYHigh Equity72***** 10.9%*****
Lazy: Smart Moneys.smarStrategic: DIYBalanced65***** 3.2%*****
Black Swan Hyperinflations.swanStrategic: DIYLow Equity51***** 0.4%*****
David Swensen inspireds.swenStrategic: DIYBalanced74***** 7.1%*****
Talmud Broad Markets.talbStrategic: DIYLow Equity65***** 3.3%*****
Talmud with Blue Chips.talcStrategic: DIYLow Equity63***** 0.5%*****
Talmud Equities and Golds.talgStrategic: DIYLow Equity75***** 9.5%*****
Talmud Dividend Equitiess.talmStrategic: DIYLow Equity62***** 2.0%*****
Talmud with Small Caps.talsStrategic: DIYLow Equity54***** -2.0%*****
Worst Case Scenarios.worsStrategic: DIYLow Equity97***** 10.4%*****
Lazy: Yale Unconventionals.yaleStrategic: DIYHigh Equity74***** 7.1%*****
Adaptive Allocation At.aaaaTactical: DIYAdaptive97***** 15.9%*****
Adaptive Allocation Bt.aaabTactical: DIYAdaptive97***** 17.1%*****
Adaptive Allocation Ct.aaacTactical: DIYAdaptive95***** 16.5%*****
Adaptive Allocation Dt.aaadTactical: DIYAdaptive95***** 16.4%*****
Adaptive Allocation Et.aaaeTactical: DIYAdaptive100***** 23.7%*****
Adaptive Allocation Ft.aaafTactical: DIYAdaptive100***** 18.9%*****
Active Combined Assett.acapTactical: DIYMomentum55***** -3.7%*****
Minimum CdaRt.cdarTactical: DIYRisk-Driven100***** 15.1%*****
Minimum Correlationt.cocoTactical: DIYCorrelation98***** 15.6%*****
Minimum CvaRt.cvarTactical: DIYRisk-Driven100***** 14.7%*****
Defensive Bondt.dbndTactical: DIYMomentum100***** 12.5%*****
Equal Weight With Clustert.distTactical: DIYCorrelation70***** 4.9%*****
Dynamic Harry Brownet.dyhbTactical: DIYMomentum100***** 17.7%*****
Equal Risk Contributiont.eqrcTactical: DIYRisk-Driven90***** 10.9%*****
Equal Weight Portfoliot.eqwtTactical: DIYEqual Weight83***** 13.1%*****
Faber Rel Strength: Top 1t.frs1Tactical: DIYMomentum71***** 2.5%*****
Faber Rel Strength: Top 2t.frs2Tactical: DIYMomentum73***** 2.5%*****
Faber Rel Strength: Top 3t.frs3Tactical: DIYMomentum87***** 6.4%*****
Faber Rel Strength: Top 4t.frs4Tactical: DIYMomentum74***** 0.9%*****
Minimum Drawdownt.lossTactical: DIYRisk-Driven100***** 16.4%*****
Minimum Downside MADt.maddTactical: DIYRisk-Driven88***** 8.9%*****
Minimum Mean Abs Deviationt.madmTactical: DIYRisk-Driven88***** 8.9%*****
Minimum Correlation At.mca1Tactical: DIYRisk-Driven97***** 13.5%*****
Minimum Correlation Bt.mca2Tactical: DIYRisk-Driven90***** 10.6%*****
Maximum Diversificationt.mdivTactical: DIYDiversification90***** 10.2%*****
Minimum Variance Bt.mva2Tactical: DIYRisk-Driven99***** 13.3%*****
Minimum Variance Ct.mva3Tactical: DIYRisk-Driven99***** 14.2%*****
Minimum Variance At.mvarTactical: DIYRisk-Driven96***** 13.0%*****
Pure Momentumt.pureTactical: DIYMomentum95***** 19.1%*****
Quarterly Asset Rotationt.qaroTactical: DIYMomentum100***** 18.8%*****
Min Downside Deviationt.risdTactical: DIYRisk-Driven100***** 16.0%*****
Risk Parity Portfolio At.rpbaTactical: DIYRisk-Driven82***** 11.8%*****
Risk Parity With Clustert.rpclTactical: DIYRisk-Driven74***** 5.4%*****
Risk Parity Portfolio Bt.rsopTactical: DIYRisk-Driven82***** 11.7%*****
Maximum Sharpe Portfoliot.sharTactical: DIYRisk/Reward96***** 12.5%*****
Maximum Sortino Portfoliot.sortTactical: DIYRisk/Reward96***** 12.5%*****
Quartile Sector Rotationt.srqrTactical: DIYSector Rotation48***** 5.0%*****
Rel Strength Sector Rotatnt.srrsTactical: DIYSector Rotation87***** 11.8%*****
Top 3 Sector Rotationt.srt3Tactical: DIYSector Rotation100***** 18.3%*****
Top 5 Sector Rotationt.srt5Tactical: DIYSector Rotation100***** 27.4%*****
Target Return Post-Modernt.trddTactical: DIYTarget Return97***** 12.6%*****
Target Return 12%t.tretTactical: DIYRisk-Driven100***** 14.3%*****
Target Risk 10%t.trisTactical: DIYRisk-Driven93***** 12.7%*****