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Tactical: Managed, ranked by Alpha

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.
   Alpha Total Return, annualized
Recipe NameIDCategory1 year3 year5 year7 year10 year15 year 1 year3 year5 year7 year10 year15 year
  Group average3.5%***** 33.1%*****
 
AQR Divers NADANXHedged: Arbitrage36.8%***** 41.2%*****
AlphaClone AlternativeALFAHedged: Long/Short13.0%***** 71.0%*****
S&P AggressiveAOARisk-Driven2.6%***** 43.8%*****
S&P ConservativeAOKRisk-Driven-2.8%***** 16.8%*****
S&P ModerateAOMRisk-Driven-1.5%***** 21.1%*****
S&P GrowthAORRisk-Driven0.5%***** 32.2%*****
Arbitrage IARBNXHedged: Arbitrage3.7%***** 10.4%*****
Am Century Target DateARTOXIncome: Multi-0.6%***** 25.3%*****
Absolute Strategies IASFIXHedged: Abs Return2.4%***** -6.0%*****
Dreyfus Alpha IAVGRXBlended-8.8%***** 13.8%*****
BlackRock Strat Inc OppBASIXIncome: Multi3.9%***** 13.8%*****
Ibbotson BalancedBETFXRisk-Driven-1.1%***** 33.3%*****
PwrSh Sr Loan PortfolioBKLNIncome: Float Rate-0.5%***** 11.5%*****
BlackRock EmMkt ABLSAXHedged: Long/Short38.1%***** 62.4%*****
UBS Dyn Alpha ABNAAXBlended-0.1%***** 19.3%*****
UBS Global AllocBPGLXGlobal Macro0.4%***** 36.4%*****
Robeco Long/Short IBPLSXHedged: Long/Short-7.3%***** 31.7%*****
Berkshire Hathaway IncBRK.AGlobal Macro-9.1%***** 41.8%*****
Calamos Convertible ACCVIXIncome: Multi21.5%***** 71.7%*****
Invesco Convertible YCNSDXIncome: Multi22.0%***** 63.3%*****
Columbia Thermostat ZCOTZXRisk-Driven-1.4%***** 30.3%*****
IQ CPI Hedge ETFCPIHedged: Abs Return-3.2%***** 4.0%*****
ProShares Lg CapCSMHedged: 130-30-1.0%***** 56.1%*****
Calamos Global GrowthCVLOXIncome: Global17.2%***** 64.1%*****
Calamos Market Neu IncCVSIXHedged: Mkt Neutral1.0%***** 10.8%*****
Gugg Multi-AssetCVYIncome: Multi16.1%***** 73.5%*****
Barclays Conv BondCWBIncome: Multi30.4%***** 78.9%*****
WisdmTr EM HiYldDEMIncome: Equity1.8%***** 44.6%*****
WisdmTr EM SmCapDGSIncome: Equity21.4%***** 62.0%*****
Diamond Hill Long-Short IDHLSXHedged: Long/Short1.4%***** 41.6%*****
WisdomTree ex-USDLNIncome: Equity-7.6%***** 45.5%*****
WisdmTr Intl SmCapDLSIncome: Equity14.7%***** 54.4%*****
Dodge & Cox BalancedDODBXRisk-Driven6.1%***** 50.0%*****
DFA Select Hedged DSHGXGlobal Macro16.8%***** 64.7%*****
WisdmTr Top 100DTNIncome: Equity2.5%***** 51.1%*****
MFS Target Return ADVRAXHedged: Abs Return-4.2%***** 11.4%*****
iShares Select DividendDVYIncome: Equity20.8%***** 61.3%*****
SPDR S&P Int'lDWXIncome: Equity-5.1%***** 29.3%*****
EatonVance GlobalMacroEIGMXHedged: Abs Return3.4%***** 10.7%*****
Fidelity BalancedFBALXRisk-Driven6.2%***** 48.4%*****
Fidelity ConvertiblesFCVSXIncome: Multi19.6%***** 68.3%*****
Fidelity EquityFEQTXIncome: Equity-1.9%***** 53.0%*****
Fidelity MuniFHIGXIncome: Tax Exempt9.2%***** 6.5%*****
Nuveen Amer MuniFLAAXIncome: Tax Exempt8.8%***** 8.5%*****
FPA CrescentFPACXRisk-Driven18.8%***** 54.8%*****
Fidelity PuritanFPURXRisk-Driven4.0%***** 41.8%*****
Fidelity StrategicFSDIXIncome: Equity-1.2%***** 41.4%*****
FundX UpgraderFUNDXMomentum2.5%***** 55.2%*****
First Trust Focus 5FVSector Rotation9.0%***** 73.6%*****
Gabelli ABC AAAGABCXHedged: Mkt Neutral3.7%***** 11.6%*****
Natixis ASG GlobalGAFYXHedged: Abs Return-1.5%***** 6.8%*****
Goldman Sachs Instl GARTXHedged: Abs Return-0.1%***** 16.7%*****
GMO Benchm-FreeGBMFXGlobal Macro3.4%***** 22.0%*****
Goldman DynamicGDIFXGlobal Macro-7.4%***** -8.0%*****
Leuthold GlobalGLBIXGlobal Macro5.3%***** 31.7%*****
GMO Global AllocGMWAXGlobal Macro6.0%***** 33.4%*****
Goldman Sachs Strat IncGSZAXIncome: Multi-0.3%***** 15.1%*****
Hedge ReplicationHDGBlended5.5%***** 21.7%*****
iShares Hi Div EquityHDVIncome: Equity-20.2%***** 38.2%*****
Hancock Horizon InstHHQTXHedged: Long/Short-1.5%***** 20.0%*****
ETF: SPDR Inc AllocINKMIncome: Multi1.4%***** 31.1%*****
Ivy Asset StrategyIVAEXGlobal Macro0.9%***** 45.1%*****
IVA WorldwideIVWIXGlobal Macro-2.5%***** 29.9%*****
iSh MultiAsset IncomeIYLDIncome: Multi-7.4%***** 22.7%*****
Janus BalancedJANBXRisk-Driven-3.7%***** 31.3%*****
Jhancock Global Abs Ret IJHAIXHedged: Abs Return-7.3%***** 9.5%*****
JPMorgan Mkt Neutral AJMNAXHedged: Mkt Neutral-1.4%***** 3.2%*****
KCM MacroTrendsKCMTXHedged: Long/Short9.7%***** 27.3%*****
Inst: Forward SelectKIFYXIncome: Multi6.5%***** 49.2%*****
Columbia Div IncomeLBSAXIncome: Equity-1.8%***** 45.3%*****
Invesco Divers DividendLCEIXIncome: Equity1.7%***** 43.7%*****
Leuthold CoreLCORXGlobal Macro4.7%***** 31.2%*****
Lord Abbett Float RateLFRAXIncome: Float Rate9.6%***** 18.7%*****
Loomis Global Eq ALGMAXIncome: Global-1.9%***** 36.6%*****
Loomis Global Eq YLSWWXGlobal Macro-1.6%***** 37.0%*****
BlackRock Global IMALOXGlobal Macro2.3%***** 40.6%*****
IQ Hedge Macro ETFMCROBlended3.9%***** 19.1%*****
BlackRock Eq DividendMDDVXIncome: Equity0.3%***** 52.8%*****
FirstTrust Multi-AssetMDIVIncome: Multi-4.9%***** 45.7%*****
BlackRock Nat'l MuniMDNLXIncome: Tax Exempt6.8%***** 7.2%*****
MainStay Marketfield AMFADXHedged: Long/Short10.0%***** 51.3%*****
MFS Global Tot RetMFWIXGlobal Macro-1.2%***** 30.2%*****
Aberdeen Long-Short AMLSAXHedged: Long/Short4.5%***** 58.1%*****
IQ Merger ArbitrageMNAHedged: Arbitrage12.5%***** 11.8%*****
MainStay Int'l OppMYITXHedged: 130-303.7%***** 40.7%*****
Grimaldi SectorNAVFXSector Rotation5.2%***** 49.7%*****
Neuberger Berman Eq IncNBHAXIncome: Global4.3%***** 40.3%*****
Nuveen Preferred INPSRXIncome: Multi4.2%***** 26.6%*****
Putnam Abs Ret 100 YPARYXHedged: Abs Return2.9%***** 6.6%*****
PIMCO All-AssetPAUIXGlobal Macro12.5%***** 37.5%*****
Putnam 700 YPDMYXHedged: Abs Return-6.3%***** -4.2%*****
DWA Tech LeadersPDPBlended4.6%***** 57.8%*****
iShr Preferred ETFPFFIncome: Multi-4.1%***** 26.9%*****
PIMCO Global MultiPGAIXGlobal Macro *****  *****
PowerSh Preferred ETFPGXIncome: Multi-8.4%***** 19.4%*****
PowerShares Intl DivPIDIncome: Equity7.5%***** 52.4%*****
Principal GlobMultiStratPMSAXBlended4.0%***** 17.2%*****
Pimco Income PPONPXIncome: Multi5.9%***** 14.3%*****
Principal PreferredPPSIXIncome: Multi0.2%***** 20.2%*****
T. Rowe Equity IncomePRFDXIncome: Equity8.7%***** 60.4%*****
T. Rowe Summit MuniPRINXIncome: Tax Exempt10.0%***** 7.5%*****
T. Rowe Global BondPRSNXIncome: Multi5.6%***** 17.8%*****
iSh Global EnergyPWCBlended14.2%***** 58.8%*****
Putnam Abs Ret 300 YPYTRXHedged: Abs Return8.0%***** 10.8%*****
IQ Hedge Multi-StratQAIBlended0.4%***** 13.9%*****
IQ Hedge ETFQMNHedged: Mkt Neutral0.2%***** 10.6%*****
RAFI Long-ShortRALSHedged: Long/Short7.9%***** 3.7%*****
RiverFront GlobalGroRLTSXGlobal Macro5.0%***** 50.2%*****
MultiAsset ETFRLYHedged: Abs Return7.3%***** 42.4%*****
Hundredfold SelectSFHYXBlended19.5%***** 36.4%*****
Sound Mind InvestingSMIFXMomentum13.1%***** 62.4%*****
Schwab Div EquitySWDSXIncome: Equity2.0%***** 49.6%*****
Schwab Hedged EqSWHEXHedged: Long/Short-13.0%***** 18.3%*****
Schwab BalancedSWOBXRisk-Driven-3.5%***** 33.0%*****
Thornburg Inv Income ATIBAXIncome: Global4.1%***** 47.5%*****
Thornburg Inv Income YTIBIXGlobal Macro4.5%***** 47.9%*****
T. Rowe Retire BalancedTRRIXIncome: Multi2.7%***** 27.8%*****
Vanguard LifeStrat GrowthVASGXRisk-Driven3.3%***** 45.3%*****
Vanguard LifeStrategyVASIXIncome: Multi-3.4%***** 10.8%*****
Vanguard BalancedVBIAXRisk-Driven-1.7%***** 34.8%*****
Vanguard EquityVEIPXIncome: Equity0.2%***** 47.4%*****
VALIC Global StratVGLSXGlobal Macro-1.0%***** 23.7%*****
Vanguard STAR InvVGSTXRisk-Driven5.3%***** 42.9%*****
ValueLine AssetAllocVLAAXRisk-Driven-9.4%***** 24.9%*****
Vanguard Market NeutralVMNFXHedged: Mkt Neutral-0.1%***** -0.3%*****
Vanguard Managed PayoutVPGDXIncome: Multi3.9%***** 32.6%*****
Vanguard Target RetireVTINXIncome: Multi-1.4%***** 17.0%*****
Vanguard Wellington InvVWELXRisk-Driven-3.1%***** 32.8%*****
Vanguard Wellesley AdmVWIAXIncome: Multi-6.0%***** 18.4%*****
Vanguard Wellesley InvVWINXRisk-Driven-6.1%***** 18.4%*****
Vanguard LT Tax-Exempt VWLTXIncome: Tax Exempt6.8%***** 6.4%*****
Vanguard Hi Div Yld ETFVYMIncome: Equity0.4%***** 47.9%*****
WF Asset AllocationWFAIXRisk-Driven-6.5%***** 29.9%*****