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Tactical: Managed, ranked by Beta

for period ending November 30, 2023
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.
   Beta Total Return, annualized
Recipe NameIDCategory1 year3 year5 year7 year10 year15 year 1 year3 year5 year7 year10 year15 year
  Group average0.58***** 4.2%*****
AQR Divers NADANXHedged: Arbitrage0.10***** 3.2%*****
S&P AggressiveAOARisk-Driven0.86***** 8.9%*****
S&P ConservativeAOKRisk-Driven0.55***** 4.0%*****
S&P ModerateAOMRisk-Driven0.62***** 5.3%*****
S&P GrowthAORRisk-Driven0.75***** 6.9%*****
Arbitrage IARBNXHedged: Arbitrage0.11***** 5.3%*****
Am Century Target DateARTOXIncome: Multi0.56***** 4.5%*****
Absolute Strategies IASFIXHedged: Abs Return-0.40***** -10.4%*****
Dreyfus Alpha IAVGRXBlended0.14***** 2.3%*****
BlackRock Strat Inc OppBASIXIncome: Multi0.21***** -0.0%*****
Ibbotson BalancedBETFXRisk-Driven0.70***** 4.3%*****
PwrSh Sr Loan PortfolioBKLNIncome: Float Rate0.18***** 9.8%*****
BlackRock EmMkt ABLSAXHedged: Long/Short0.95***** 2.5%*****
UBS Global AllocBPGLXGlobal Macro0.69***** 2.3%*****
Robeco Long/Short IBPLSXHedged: Long/Short0.51***** 10.0%*****
Berkshire Hathaway IncBRK.AGlobal Macro0.56***** 13.7%*****
Calamos Convertible ACCVIXIncome: Multi0.70***** 1.9%*****
Invesco Convertible YCNSDXIncome: Multi0.59***** 0.2%*****
Columbia Thermostat ZCOTZXRisk-Driven0.55***** 5.7%*****
IQ CPI Hedge ETFCPIHedged: Abs Return0.41***** 3.7%*****
ProShares Lg CapCSMHedged: 130-301.05***** 9.0%*****
Calamos Global GrowthCVLOXIncome: Global0.82***** 5.7%*****
Calamos Market Neu IncCVSIXHedged: Mkt Neutral0.16***** 7.9%*****
Gugg Multi-AssetCVYIncome: Multi0.91***** 5.6%*****
Barclays Conv BondCWBIncome: Multi0.69***** 4.9%*****
WisdmTr EM HiYldDEMIncome: Equity0.85***** 11.6%*****
WisdmTr EM SmCapDGSIncome: Equity0.83***** 11.3%*****
Diamond Hill Long-Short IDHLSXHedged: Long/Short0.49***** 7.1%*****
WisdomTree ex-USDLNIncome: Equity0.75***** 1.3%*****
WisdmTr Intl SmCapDLSIncome: Equity0.77***** 6.5%*****
Dodge & Cox BalancedDODBXRisk-Driven0.66***** 6.2%*****
DFA Select Hedged DSHGXGlobal Macro0.89***** 9.3%*****
MFS Target Return ADVRAXHedged: Abs Return0.28***** 7.2%*****
iShares Select DividendDVYIncome: Equity0.78***** -7.3%*****
SPDR S&P Int'lDWXIncome: Equity0.67***** 9.2%*****
EatonVance GlobalMacroEIGMXHedged: Abs Return0.04***** 3.7%*****
Fidelity BalancedFBALXRisk-Driven0.81***** 10.7%*****
Fidelity ConvertiblesFCVSXIncome: Multi0.54***** 3.2%*****
Fidelity EquityFEQTXIncome: Equity0.76***** 2.7%*****
Fidelity MuniFHIGXIncome: Tax Exempt0.47***** 1.3%*****
Nuveen Amer MuniFLAAXIncome: Tax Exempt0.47***** 0.6%*****
FPA CrescentFPACXRisk-Driven0.69***** 11.1%*****
Fidelity PuritanFPURXRisk-Driven0.78***** 11.3%*****
Fidelity StrategicFSDIXIncome: Equity0.69***** 1.6%*****
First Trust Focus 5FVSector Rotation1.12***** -2.7%*****
Gabelli ABC AAAGABCXHedged: Mkt Neutral0.19***** 4.8%*****
Natixis ASG GlobalGAFYXHedged: Abs Return0.19***** 2.4%*****
Goldman Sachs Instl GARTXHedged: Abs Return0.39***** 5.7%*****
GMO Benchm-FreeGBMFXGlobal Macro0.43***** 7.9%*****
Leuthold GlobalGLBIXGlobal Macro0.50***** 2.7%*****
GMO Global AllocGMWAXGlobal Macro0.65***** 8.1%*****
Goldman Sachs Strat IncGSZAXIncome: Multi0.08***** 5.6%*****
Hedge ReplicationHDGBlended0.25***** 3.8%*****
iShares Hi Div EquityHDVIncome: Equity0.59***** -4.1%*****
ETF: SPDR Inc AllocINKMIncome: Multi0.69***** 2.9%*****
Ivy Asset StrategyIVAEXGlobal Macro0.72***** 9.9%*****
iSh MultiAsset IncomeIYLDIncome: Multi0.56***** 5.3%*****
Janus BalancedJANBXRisk-Driven0.70***** 5.3%*****
Jhancock Global Abs Ret IJHAIXHedged: Abs Return0.23***** 1.8%*****
JPMorgan Mkt Neutral AJMNAXHedged: Mkt Neutral-0.00***** 11.1%*****
KCM MacroTrendsKCMTXHedged: Long/Short0.62***** 5.7%*****
Inst: Forward SelectKIFYXIncome: Multi0.73***** 0.2%*****
Columbia Div IncomeLBSAXIncome: Equity0.70***** 2.2%*****
Invesco Divers DividendLCEIXIncome: Equity0.79***** -0.6%*****
Leuthold CoreLCORXGlobal Macro0.50***** 5.6%*****
Lord Abbett Float RateLFRAXIncome: Float Rate0.12***** 2.3%*****
Loomis Global Eq ALGMAXIncome: Global0.97***** 10.9%*****
Loomis Global Eq YLSWWXGlobal Macro0.97***** 11.2%*****
BlackRock Global IMALOXGlobal Macro0.65***** 6.9%*****
BlackRock Eq DividendMDDVXIncome: Equity0.80***** 3.2%*****
FirstTrust Multi-AssetMDIVIncome: Multi0.70***** 3.4%*****
BlackRock Nat'l MuniMDNLXIncome: Tax Exempt0.38***** 0.9%*****
MainStay Marketfield AMFADXHedged: Long/Short0.28***** 2.3%*****
MFS Global Tot RetMFWIXGlobal Macro0.65***** 3.0%*****
Aberdeen Long-Short AMLSAXHedged: Long/Short1.25***** -4.8%*****
IQ Merger ArbitrageMNAHedged: Arbitrage-0.04***** -1.0%*****
MainStay Int'l OppMYITXHedged: 130-300.88***** 6.2%*****
Grimaldi SectorNAVFXSector Rotation0.97***** 9.9%*****
Neuberger Berman Eq IncNBHAXIncome: Global0.71***** -4.4%*****
Nuveen Preferred INPSRXIncome: Multi0.28***** -1.7%*****
Putnam Abs Ret 100 YPARYXHedged: Abs Return0.10***** 1.8%*****
PIMCO All-AssetPAUIXGlobal Macro0.62***** -0.7%*****
DWA Tech LeadersPDPBlended1.12***** 5.7%*****
iShr Preferred ETFPFFIncome: Multi0.72***** 3.0%*****
PIMCO Global MultiPGAIXGlobal Macro *****  *****
PowerSh Preferred ETFPGXIncome: Multi0.92***** 1.2%*****
PowerShares Intl DivPIDIncome: Equity0.99***** 4.8%*****
Principal GlobMultiStratPMSAXBlended0.22***** 4.2%*****
Pimco Income PPONPXIncome: Multi0.34***** -0.1%*****
Principal PreferredPPSIXIncome: Multi0.27***** 4.4%*****
T. Rowe Equity IncomePRFDXIncome: Equity0.86***** -0.3%*****
T. Rowe Summit MuniPRINXIncome: Tax Exempt0.49***** 1.3%*****
T. Rowe Global BondPRSNXIncome: Multi0.34***** 2.2%*****
iSh Global EnergyPWCBlended1.02***** 3.4%*****
Putnam Abs Ret 300 YPYTRXHedged: Abs Return0.32***** -0.2%*****
IQ Hedge Multi-StratQAIBlended0.32***** 6.7%*****
MultiAsset ETFRLYHedged: Abs Return0.62***** -2.2%*****
Hundredfold SelectSFHYXBlended0.41***** 2.3%*****
Sound Mind InvestingSMIFXMomentum0.54***** -1.6%*****
Schwab Div EquitySWDSXIncome: Equity0.69***** -2.7%*****
Schwab BalancedSWOBXRisk-Driven0.71***** 7.7%*****
Thornburg Inv Income ATIBAXIncome: Global0.55***** 10.7%*****
Thornburg Inv Income YTIBIXGlobal Macro0.55***** 10.9%*****
T. Rowe Retire BalancedTRRIXIncome: Multi0.50***** 2.1%*****
Vanguard LifeStrat GrowthVASGXRisk-Driven0.87***** 8.6%*****
Vanguard LifeStrategyVASIXIncome: Multi0.47***** 2.6%*****
Vanguard BalancedVBIAXRisk-Driven0.77***** 8.0%*****
Vanguard EquityVEIPXIncome: Equity0.74***** -1.6%*****
VALIC Global StratVGLSXGlobal Macro0.71***** 7.4%*****
Vanguard STAR InvVGSTXRisk-Driven0.85***** 6.8%*****
ValueLine AssetAllocVLAAXRisk-Driven0.89***** 7.8%*****
Vanguard Market NeutralVMNFXHedged: Mkt Neutral-0.24***** 14.0%*****
Vanguard Target RetireVTINXIncome: Multi0.49***** 3.9%*****
Vanguard Wellington InvVWELXRisk-Driven0.67***** 6.9%*****
Vanguard Wellesley AdmVWIAXIncome: Multi0.55***** 0.9%*****
Vanguard Wellesley InvVWINXRisk-Driven0.55***** 0.8%*****
Vanguard LT Tax-Exempt VWLTXIncome: Tax Exempt0.53***** 1.0%*****
Vanguard Hi Div Yld ETFVYMIncome: Equity0.72***** -2.6%*****
WF Asset AllocationWFAIXRisk-Driven0.78***** 7.3%*****
FundX UpgraderXCORMomentum0.92***** 5.2%*****