VizMetrics Inc. - Better visibility. Better results.

All Portfolios, ranked by VizMetrics Score

for period ending March 31, 2021
 
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 average55***** 32.3%*****
  
AQR Divers NADANXTactical: ManagedHedged: Arbitrage64***** 41.2%*****
AlphaClone AlternativeALFATactical: ManagedHedged: Long/Short88***** 71.0%*****
S&P AggressiveAOATactical: ManagedRisk-Driven67***** 43.8%*****
S&P ConservativeAOKTactical: ManagedRisk-Driven42***** 16.8%*****
S&P ModerateAOMTactical: ManagedRisk-Driven46***** 21.1%*****
S&P GrowthAORTactical: ManagedRisk-Driven56***** 32.2%*****
Arbitrage IARBNXTactical: ManagedHedged: Arbitrage37***** 10.4%*****
Am Century Target DateARTOXTactical: ManagedIncome: Multi50***** 25.3%*****
Absolute Strategies IASFIXTactical: ManagedHedged: Abs Return17***** -6.0%*****
Dreyfus Alpha IAVGRXTactical: ManagedBlended37***** 13.8%*****
BlackRock Strat Inc OppBASIXTactical: ManagedIncome: Multi40***** 13.8%*****
Ibbotson BalancedBETFXTactical: ManagedRisk-Driven57***** 33.3%*****
PwrSh Sr Loan PortfolioBKLNTactical: ManagedIncome: Float Rate37***** 11.5%*****
BlackRock EmMkt ABLSAXTactical: ManagedHedged: Long/Short88***** 62.4%*****
UBS Dyn Alpha ABNAAXTactical: ManagedBlended45***** 19.3%*****
UBS Global AllocBPGLXTactical: ManagedGlobal Macro61***** 36.4%*****
Robeco Long/Short IBPLSXTactical: ManagedHedged: Long/Short48***** 31.7%*****
Berkshire Hathaway IncBRK.ATactical: ManagedGlobal Macro59***** 41.8%*****
Calamos Convertible ACCVIXTactical: ManagedIncome: Multi93***** 71.7%*****
Invesco Convertible YCNSDXTactical: ManagedIncome: Multi84***** 63.3%*****
Columbia Thermostat ZCOTZXTactical: ManagedRisk-Driven55***** 30.3%*****
IQ CPI Hedge ETFCPITactical: ManagedHedged: Abs Return30***** 4.0%*****
ProShares Lg CapCSMTactical: ManagedHedged: 130-3075***** 56.1%*****
Calamos Global GrowthCVLOXTactical: ManagedIncome: Global87***** 64.1%*****
Calamos Market Neu IncCVSIXTactical: ManagedHedged: Mkt Neutral37***** 10.8%*****
Gugg Multi-AssetCVYTactical: ManagedIncome: Multi93***** 73.5%*****
Barclays Conv BondCWBTactical: ManagedIncome: Multi99***** 78.9%*****
WisdmTr EM HiYldDEMTactical: ManagedIncome: Equity67***** 44.6%*****
WisdmTr EM SmCapDGSTactical: ManagedIncome: Equity87***** 62.0%*****
Diamond Hill Long-Short IDHLSXTactical: ManagedHedged: Long/Short64***** 41.6%*****
WisdomTree ex-USDLNTactical: ManagedIncome: Equity67***** 45.5%*****
WisdmTr Intl SmCapDLSTactical: ManagedIncome: Equity78***** 54.4%*****
Dodge & Cox BalancedDODBXTactical: ManagedRisk-Driven74***** 50.0%*****
DFA Select Hedged DSHGXTactical: ManagedGlobal Macro89***** 64.7%*****
WisdmTr Top 100DTNTactical: ManagedIncome: Equity74***** 51.1%*****
MFS Target Return ADVRAXTactical: ManagedHedged: Abs Return36***** 11.4%*****
iShares Select DividendDVYTactical: ManagedIncome: Equity85***** 61.3%*****
SPDR S&P Int'lDWXTactical: ManagedIncome: Equity51***** 29.3%*****
EatonVance GlobalMacroEIGMXTactical: ManagedHedged: Abs Return37***** 10.7%*****
Fidelity BalancedFBALXTactical: ManagedRisk-Driven72***** 48.4%*****
Fidelity ConvertiblesFCVSXTactical: ManagedIncome: Multi90***** 68.3%*****
Fidelity EquityFEQTXTactical: ManagedIncome: Equity75***** 53.0%*****
Fidelity MuniFHIGXTactical: ManagedIncome: Tax Exempt30***** 6.5%*****
Nuveen Amer MuniFLAAXTactical: ManagedIncome: Tax Exempt32***** 8.5%*****
FPA CrescentFPACXTactical: ManagedRisk-Driven78***** 54.8%*****
Fidelity PuritanFPURXTactical: ManagedRisk-Driven65***** 41.8%*****
Fidelity StrategicFSDIXTactical: ManagedIncome: Equity64***** 41.4%*****
FundX UpgraderFUNDXTactical: ManagedMomentum76***** 55.2%*****
First Trust Focus 5FVTactical: ManagedSector Rotation92***** 73.6%*****
Gabelli ABC AAAGABCXTactical: ManagedHedged: Mkt Neutral39***** 11.6%*****
Natixis ASG GlobalGAFYXTactical: ManagedHedged: Abs Return32***** 6.8%*****
Goldman Sachs Instl GARTXTactical: ManagedHedged: Abs Return42***** 16.7%*****
GMO Benchm-FreeGBMFXTactical: ManagedGlobal Macro48***** 22.0%*****
Goldman DynamicGDIFXTactical: ManagedGlobal Macro14***** -8.0%*****
Leuthold GlobalGLBIXTactical: ManagedGlobal Macro56***** 31.7%*****
GMO Global AllocGMWAXTactical: ManagedGlobal Macro59***** 33.4%*****
Goldman Sachs Strat IncGSZAXTactical: ManagedIncome: Multi40***** 15.1%*****
Hedge ReplicationHDGTactical: ManagedBlended47***** 21.7%*****
iShares Hi Div EquityHDVTactical: ManagedIncome: Equity58***** 38.2%*****
Hancock Horizon InstHHQTXTactical: ManagedHedged: Long/Short44***** 20.0%*****
ETF: SPDR Inc AllocINKMTactical: ManagedIncome: Multi56***** 31.1%*****
Ivy Asset StrategyIVAEXTactical: ManagedGlobal Macro67***** 45.1%*****
IVA WorldwideIVWIXTactical: ManagedGlobal Macro54***** 29.9%*****
iSh MultiAsset IncomeIYLDTactical: ManagedIncome: Multi46***** 22.7%*****
Janus BalancedJANBXTactical: ManagedRisk-Driven54***** 31.3%*****
Jhancock Global Abs Ret IJHAIXTactical: ManagedHedged: Abs Return34***** 9.5%*****
JPMorgan Mkt Neutral AJMNAXTactical: ManagedHedged: Mkt Neutral26***** 3.2%*****
KCM MacroTrendsKCMTXTactical: ManagedHedged: Long/Short48***** 27.3%*****
Inst: Forward SelectKIFYXTactical: ManagedIncome: Multi75***** 49.2%*****
Columbia Div IncomeLBSAXTactical: ManagedIncome: Equity67***** 45.3%*****
Invesco Divers DividendLCEIXTactical: ManagedIncome: Equity67***** 43.7%*****
Leuthold CoreLCORXTactical: ManagedGlobal Macro56***** 31.2%*****
Lord Abbett Float RateLFRAXTactical: ManagedIncome: Float Rate46***** 18.7%*****
Loomis Global Eq ALGMAXTactical: ManagedIncome: Global60***** 36.6%*****
Loomis Global Eq YLSWWXTactical: ManagedGlobal Macro60***** 37.0%*****
BlackRock Global IMALOXTactical: ManagedGlobal Macro65***** 40.6%*****
IQ Hedge Macro ETFMCROTactical: ManagedBlended44***** 19.1%*****
BlackRock Eq DividendMDDVXTactical: ManagedIncome: Equity75***** 52.8%*****
FirstTrust Multi-AssetMDIVTactical: ManagedIncome: Multi66***** 45.7%*****
BlackRock Nat'l MuniMDNLXTactical: ManagedIncome: Tax Exempt32***** 7.2%*****
MainStay Marketfield AMFADXTactical: ManagedHedged: Long/Short76***** 51.3%*****
MFS Global Tot RetMFWIXTactical: ManagedGlobal Macro55***** 30.2%*****
Aberdeen Long-Short AMLSAXTactical: ManagedHedged: Long/Short78***** 58.1%*****
IQ Merger ArbitrageMNATactical: ManagedHedged: Arbitrage37***** 11.8%*****
MainStay Int'l OppMYITXTactical: ManagedHedged: 130-3062***** 40.7%*****
Grimaldi SectorNAVFXTactical: ManagedSector Rotation71***** 49.7%*****
Neuberger Berman Eq IncNBHAXTactical: ManagedIncome: Global65***** 40.3%*****
Nuveen Preferred INPSRXTactical: ManagedIncome: Multi53***** 26.6%*****
Putnam Abs Ret 100 YPARYXTactical: ManagedHedged: Abs Return33***** 6.6%*****
PIMCO All-AssetPAUIXTactical: ManagedGlobal Macro63***** 37.5%*****
Putnam 700 YPDMYXTactical: ManagedHedged: Abs Return19***** -4.2%*****
DWA Tech LeadersPDPTactical: ManagedBlended80***** 57.8%*****
iShr Preferred ETFPFFTactical: ManagedIncome: Multi51***** 26.9%*****
PIMCO Global MultiPGAIXTactical: ManagedGlobal Macro *****  *****
PowerSh Preferred ETFPGXTactical: ManagedIncome: Multi43***** 19.4%*****
PowerShares Intl DivPIDTactical: ManagedIncome: Equity74***** 52.4%*****
Principal GlobMultiStratPMSAXTactical: ManagedBlended43***** 17.2%*****
Pimco Income PPONPXTactical: ManagedIncome: Multi41***** 14.3%*****
Principal PreferredPPSIXTactical: ManagedIncome: Multi47***** 20.2%*****
T. Rowe Equity IncomePRFDXTactical: ManagedIncome: Equity82***** 60.4%*****
T. Rowe Summit MuniPRINXTactical: ManagedIncome: Tax Exempt31***** 7.5%*****
Permanent PortfolioPRPFXStrategic: ManagedLow Equity63***** 41.5%*****
T. Rowe Global BondPRSNXTactical: ManagedIncome: Multi44***** 17.8%*****
iSh Global EnergyPWCTactical: ManagedBlended79***** 58.8%*****
Putnam Abs Ret 300 YPYTRXTactical: ManagedHedged: Abs Return37***** 10.8%*****
IQ Hedge Multi-StratQAITactical: ManagedBlended40***** 13.9%*****
IQ Hedge ETFQMNTactical: ManagedHedged: Mkt Neutral37***** 10.6%*****
RAFI Long-ShortRALSTactical: ManagedHedged: Long/Short27***** 3.7%*****
RiverFront GlobalGroRLTSXTactical: ManagedGlobal Macro72***** 50.2%*****
MultiAsset ETFRLYTactical: ManagedHedged: Abs Return64***** 42.4%*****
S&P 500 Equal WeightRSPStrategic: ManagedEqual Weight95***** 71.5%*****
Hundredfold SelectSFHYXTactical: ManagedBlended61***** 36.4%*****
Sound Mind InvestingSMIFXTactical: ManagedMomentum85***** 62.4%*****
Schwab Div EquitySWDSXTactical: ManagedIncome: Equity72***** 49.6%*****
Schwab Hedged EqSWHEXTactical: ManagedHedged: Long/Short39***** 18.3%*****
Schwab BalancedSWOBXTactical: ManagedRisk-Driven56***** 33.0%*****
Thornburg Inv Income ATIBAXTactical: ManagedIncome: Global70***** 47.5%*****
Thornburg Inv Income YTIBIXTactical: ManagedGlobal Macro70***** 47.9%*****
T. Rowe Retire BalancedTRRIXTactical: ManagedIncome: Multi53***** 27.8%*****
Vanguard LifeStrat GrowthVASGXTactical: ManagedRisk-Driven69***** 45.3%*****
Vanguard LifeStrategyVASIXTactical: ManagedIncome: Multi36***** 10.8%*****
Vanguard BalancedVBIAXTactical: ManagedRisk-Driven59***** 34.8%*****
Vanguard EquityVEIPXTactical: ManagedIncome: Equity70***** 47.4%*****
VALIC Global StratVGLSXTactical: ManagedGlobal Macro48***** 23.7%*****
Vanguard STAR InvVGSTXTactical: ManagedRisk-Driven67***** 42.9%*****
ValueLine AssetAllocVLAAXTactical: ManagedRisk-Driven47***** 24.9%*****
Vanguard Market NeutralVMNFXTactical: ManagedHedged: Mkt Neutral22***** -0.3%*****
Vanguard Managed PayoutVPGDXTactical: ManagedIncome: Multi57***** 32.6%*****
Vanguard Target RetireVTINXTactical: ManagedIncome: Multi43***** 17.0%*****
Vanguard Wellington InvVWELXTactical: ManagedRisk-Driven57***** 32.8%*****
Vanguard Wellesley AdmVWIAXTactical: ManagedIncome: Multi43***** 18.4%*****
Vanguard Wellesley InvVWINXTactical: ManagedRisk-Driven43***** 18.4%*****
Vanguard LT Tax-Exempt VWLTXTactical: ManagedIncome: Tax Exempt30***** 6.4%*****
Vanguard Hi Div Yld ETFVYMTactical: ManagedIncome: Equity71***** 47.9%*****
WF Asset AllocationWFAIXTactical: ManagedRisk-Driven53***** 29.9%*****
Strategic 50-50s.5050Strategic: DIYBalanced54***** 29.2%*****
Strategic 60-40 Portfolios.6040Strategic: DIYBalanced59***** 35.5%*****
Strategic 70-30 Portfolios.7030Strategic: DIYHigh Equity65***** 41.9%*****
7Twelve Israelsons.712Strategic: DIYBalanced64***** 40.1%*****
Strategic 80-20 Portfolios.8020Strategic: DIYHigh Equity71***** 48.6%*****
ETF Aggressives.aggrStrategic: DIYHigh Equity76***** 52.2%*****
Lazy: Aronsons.aronStrategic: DIYHigh Equity68***** 43.0%*****
Ben Stein inspireds.bensStrategic: DIYHigh Equity66***** 43.3%*****
Harry Browne inspireds.browStrategic: DIYLow Equity34***** 10.9%*****
Lazy: Ultimate Buy & Holds.buyhStrategic: DIYBalanced58***** 33.2%*****
Lazy: Coffeehouses.coffStrategic: DIYBalanced59***** 34.1%*****
Couch Potato: Scott Burnss.coucStrategic: DIYBalanced57***** 32.9%*****
Ray Dalio inspireds.daliStrategic: DIYLow Equity42***** 17.4%*****
Ben Graham 50-50s.grahStrategic: DIYBalanced54***** 29.8%*****
Safe Haven Portfolios.haveStrategic: DIYBalanced44***** 21.6%*****
Ivy Portfolios.ivypStrategic: DIYLow Equity60***** 36.8%*****
Six Ways from Sundays.lazyStrategic: DIYBalanced62***** 40.5%*****
Low Volatility Portfolios.lowvStrategic: DIYHigh Equity40***** 15.5%*****
Lazy: Margaritavilles.margStrategic: DIYBalanced63***** 39.4%*****
ETF Moderates.modeStrategic: DIYBalanced61***** 36.5%*****
Lazy: No Brainers.nobrStrategic: DIYHigh Equity69***** 45.4%*****
No Equity Portfolios.noeqStrategic: DIYLow Equity29***** 7.8%*****
Permanent Pluss.plusStrategic: DIYLow Equity34***** 14.4%*****
Lazy: Second Graders.secoStrategic: DIYHigh Equity75***** 52.3%*****
Lazy: Smart Moneys.smarStrategic: DIYBalanced62***** 37.4%*****
Black Swan Hyperinflations.swanStrategic: DIYLow Equity66***** 45.3%*****
David Swensen inspireds.swenStrategic: DIYBalanced56***** 32.3%*****
Talmud Broad Markets.talbStrategic: DIYLow Equity55***** 31.7%*****
Talmud with Blue Chips.talcStrategic: DIYLow Equity51***** 27.9%*****
Talmud Equities and Golds.talgStrategic: DIYLow Equity57***** 34.8%*****
Talmud Dividend Equitiess.talmStrategic: DIYLow Equity54***** 31.8%*****
Talmud with Small Caps.talsStrategic: DIYLow Equity64***** 39.7%*****
Worst Case Scenarios.worsStrategic: DIYLow Equity29***** 6.2%*****
Lazy: Yale Unconventionals.yaleStrategic: DIYHigh Equity56***** 32.8%*****
Adaptive Allocation At.aaaaTactical: DIYAdaptive60***** 39.6%*****
Adaptive Allocation Bt.aaabTactical: DIYAdaptive60***** 39.4%*****
Adaptive Allocation Ct.aaacTactical: DIYAdaptive60***** 39.2%*****
Adaptive Allocation Dt.aaadTactical: DIYAdaptive75***** 54.0%*****
Adaptive Allocation Et.aaaeTactical: DIYAdaptive77***** 56.8%*****
Adaptive Allocation Ft.aaafTactical: DIYAdaptive48***** 24.7%*****
Active Combined Assett.acapTactical: DIYMomentum34***** 12.3%*****
Minimum CdaRt.cdarTactical: DIYRisk-Driven43***** 22.2%*****
Minimum Correlationt.cocoTactical: DIYCorrelation51***** 27.2%*****
Minimum CvaRt.cvarTactical: DIYRisk-Driven25***** 4.8%*****
Defensive Bondt.dbndTactical: DIYMomentum35***** 9.6%*****
Equal Weight With Clustert.distTactical: DIYCorrelation38***** 16.0%*****
Dynamic Harry Brownet.dyhbTactical: DIYMomentum35***** 10.5%*****
Equal Risk Contributiont.eqrcTactical: DIYRisk-Driven44***** 20.4%*****
Equal Weight Portfoliot.eqwtTactical: DIYEqual Weight64***** 40.7%*****
Faber Rel Strength: Top 1t.frs1Tactical: DIYMomentum48***** 26.8%*****
Faber Rel Strength: Top 2t.frs2Tactical: DIYMomentum44***** 21.4%*****
Faber Rel Strength: Top 3t.frs3Tactical: DIYMomentum49***** 25.4%*****
Faber Rel Strength: Top 4t.frs4Tactical: DIYMomentum43***** 20.0%*****
Minimum Drawdownt.lossTactical: DIYRisk-Driven29***** 9.2%*****
Minimum Downside MADt.maddTactical: DIYRisk-Driven35***** 13.3%*****
Minimum Mean Abs Deviationt.madmTactical: DIYRisk-Driven35***** 13.3%*****
Minimum Correlation At.mca1Tactical: DIYRisk-Driven37***** 15.4%*****
Minimum Correlation Bt.mca2Tactical: DIYRisk-Driven42***** 19.3%*****
Maximum Diversificationt.mdivTactical: DIYDiversification36***** 14.4%*****
Minimum Variance Bt.mva2Tactical: DIYRisk-Driven32***** 11.0%*****
Minimum Variance Ct.mva3Tactical: DIYRisk-Driven40***** 17.6%*****
Minimum Variance At.mvarTactical: DIYRisk-Driven36***** 14.3%*****
Pure Momentumt.pureTactical: DIYMomentum84***** 67.0%*****
Quarterly Asset Rotationt.qaroTactical: DIYMomentum25***** 5.2%*****
Min Downside Deviationt.risdTactical: DIYRisk-Driven37***** 15.4%*****
Risk Parity Portfolio At.rpbaTactical: DIYRisk-Driven59***** 36.2%*****
Risk Parity With Clustert.rpclTactical: DIYRisk-Driven35***** 13.5%*****
Risk Parity Portfolio Bt.rsopTactical: DIYRisk-Driven59***** 36.3%*****
Maximum Sharpe Portfoliot.sharTactical: DIYRisk/Reward67***** 45.6%*****
Maximum Sortino Portfoliot.sortTactical: DIYRisk/Reward70***** 48.1%*****
Quartile Sector Rotationt.srqrTactical: DIYSector Rotation79***** 68.5%*****
Rel Strength Sector Rotatnt.srrsTactical: DIYSector Rotation61***** 38.1%*****
Top 3 Sector Rotationt.srt3Tactical: DIYSector Rotation70***** 47.8%*****
Top 5 Sector Rotationt.srt5Tactical: DIYSector Rotation98***** 74.3%*****
Target Return Post-Modernt.trddTactical: DIYTarget Return43***** 21.1%*****
Target Return 12%t.tretTactical: DIYRisk-Driven40***** 18.7%*****
Target Risk 10%t.trisTactical: DIYRisk-Driven47***** 24.1%*****