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Tactical: Managed, ranked by Downside Deviation

for period ending December 31, 2022
 
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.
   Downside Deviation Total Return, annualized
Recipe NameIDCategory1 year3 year5 year7 year10 year15 year 1 year3 year5 year7 year10 year15 year
  Group average10.0%***** -10.2%*****
 
AQR Divers NADANXHedged: Arbitrage3.3%***** -3.5%*****
S&P AggressiveAOARisk-Driven12.7%***** -16.2%*****
S&P ConservativeAOKRisk-Driven8.6%***** -14.2%*****
S&P ModerateAOMRisk-Driven9.4%***** -14.5%*****
S&P GrowthAORRisk-Driven11.0%***** -15.6%*****
Arbitrage IARBNXHedged: Arbitrage2.3%***** -0.5%*****
Am Century Target DateARTOXIncome: Multi9.2%***** -13.2%*****
Absolute Strategies IASFIXHedged: Abs Return6.1%***** 8.5%*****
Dreyfus Alpha IAVGRXBlended10.4%***** -10.4%*****
BlackRock Strat Inc OppBASIXIncome: Multi3.9%***** -7.6%*****
Ibbotson BalancedBETFXRisk-Driven11.1%***** -12.9%*****
PwrSh Sr Loan PortfolioBKLNIncome: Float Rate5.2%***** -2.5%*****
BlackRock EmMkt ABLSAXHedged: Long/Short13.2%***** -21.7%*****
UBS Dyn Alpha ABNAAXBlended5.7%***** -5.4%*****
UBS Global AllocBPGLXGlobal Macro10.1%***** -17.0%*****
Robeco Long/Short IBPLSXHedged: Long/Short9.8%***** 7.2%*****
Berkshire Hathaway IncBRK.AGlobal Macro19.5%***** 4.0%*****
Calamos Convertible ACCVIXIncome: Multi12.0%***** -21.1%*****
Invesco Convertible YCNSDXIncome: Multi11.1%***** -15.5%*****
Columbia Thermostat ZCOTZXRisk-Driven8.2%***** -12.9%*****
IQ CPI Hedge ETFCPIHedged: Abs Return8.3%***** -7.6%*****
ProShares Lg CapCSMHedged: 130-3015.9%***** -18.3%*****
Calamos Global GrowthCVLOXIncome: Global13.5%***** -22.2%*****
Calamos Market Neu IncCVSIXHedged: Mkt Neutral4.4%***** -4.5%*****
Gugg Multi-AssetCVYIncome: Multi16.6%***** -9.3%*****
Barclays Conv BondCWBIncome: Multi11.9%***** -20.8%*****
WisdmTr EM HiYldDEMIncome: Equity13.0%***** -10.4%*****
WisdmTr EM SmCapDGSIncome: Equity12.8%***** -12.3%*****
Diamond Hill Long-Short IDHLSXHedged: Long/Short10.9%***** -8.5%*****
WisdomTree ex-USDLNIncome: Equity12.9%***** -3.8%*****
WisdmTr Intl SmCapDLSIncome: Equity13.8%***** -17.3%*****
Dodge & Cox BalancedDODBXRisk-Driven11.2%***** -7.3%*****
DFA Select Hedged DSHGXGlobal Macro13.6%***** -12.9%*****
MFS Target Return ADVRAXHedged: Abs Return5.0%***** -5.5%*****
iShares Select DividendDVYIncome: Equity14.7%***** 1.8%*****
SPDR S&P Int'lDWXIncome: Equity13.1%***** -13.0%*****
EatonVance GlobalMacroEIGMXHedged: Abs Return3.8%***** -1.7%*****
Fidelity BalancedFBALXRisk-Driven12.4%***** -18.3%*****
Fidelity ConvertiblesFCVSXIncome: Multi12.3%***** -15.6%*****
Fidelity EquityFEQTXIncome: Equity12.7%***** -1.7%*****
Fidelity MuniFHIGXIncome: Tax Exempt7.0%***** -11.6%*****
Nuveen Amer MuniFLAAXIncome: Tax Exempt9.2%***** -17.9%*****
FPA CrescentFPACXRisk-Driven10.9%***** -9.7%*****
Fidelity PuritanFPURXRisk-Driven11.8%***** -17.7%*****
Fidelity StrategicFSDIXIncome: Equity10.5%***** -10.3%*****
First Trust Focus 5FVSector Rotation19.5%***** -3.9%*****
Gabelli ABC AAAGABCXHedged: Mkt Neutral2.3%***** -1.7%*****
Natixis ASG GlobalGAFYXHedged: Abs Return3.4%***** -0.5%*****
Goldman Sachs Instl GARTXHedged: Abs Return6.0%***** -6.6%*****
GMO Benchm-FreeGBMFXGlobal Macro7.3%***** -2.2%*****
Leuthold GlobalGLBIXGlobal Macro9.6%***** -7.9%*****
GMO Global AllocGMWAXGlobal Macro10.3%***** -13.0%*****
Goldman Sachs Strat IncGSZAXIncome: Multi3.7%***** -4.5%*****
Hedge ReplicationHDGBlended6.9%***** -8.5%*****
iShares Hi Div EquityHDVIncome: Equity13.1%***** 7.0%*****
ETF: SPDR Inc AllocINKMIncome: Multi10.0%***** -12.6%*****
Ivy Asset StrategyIVAEXGlobal Macro11.0%***** -12.8%*****
iSh MultiAsset IncomeIYLDIncome: Multi10.4%***** -16.8%*****
Janus BalancedJANBXRisk-Driven11.2%***** -17.3%*****
Jhancock Global Abs Ret IJHAIXHedged: Abs Return5.7%***** -5.3%*****
JPMorgan Mkt Neutral AJMNAXHedged: Mkt Neutral3.6%***** -2.4%*****
KCM MacroTrendsKCMTXHedged: Long/Short14.4%***** -22.5%*****
Inst: Forward SelectKIFYXIncome: Multi9.8%***** -16.3%*****
Columbia Div IncomeLBSAXIncome: Equity12.7%***** -5.6%*****
Invesco Divers DividendLCEIXIncome: Equity12.2%***** -1.6%*****
Leuthold CoreLCORXGlobal Macro8.2%***** -6.8%*****
Lord Abbett Float RateLFRAXIncome: Float Rate4.5%***** -5.1%*****
Loomis Global Eq ALGMAXIncome: Global14.8%***** -23.3%*****
Loomis Global Eq YLSWWXGlobal Macro14.7%***** -23.1%*****
BlackRock Global IMALOXGlobal Macro9.9%***** -18.6%*****
IQ Hedge Macro ETFMCROBlended5.5%***** -8.0%*****
BlackRock Eq DividendMDDVXIncome: Equity12.5%***** -14.8%*****
FirstTrust Multi-AssetMDIVIncome: Multi13.0%***** -3.9%*****
BlackRock Nat'l MuniMDNLXIncome: Tax Exempt7.6%***** -11.9%*****
MainStay Marketfield AMFADXHedged: Long/Short8.6%***** 2.8%*****
MFS Global Tot RetMFWIXGlobal Macro10.6%***** -10.6%*****
Aberdeen Long-Short AMLSAXHedged: Long/Short18.3%***** -26.4%*****
IQ Merger ArbitrageMNAHedged: Arbitrage3.2%***** -1.6%*****
MainStay Int'l OppMYITXHedged: 130-3014.9%***** -16.1%*****
Grimaldi SectorNAVFXSector Rotation13.5%***** -17.9%*****
Neuberger Berman Eq IncNBHAXIncome: Global12.9%***** -4.1%*****
Nuveen Preferred INPSRXIncome: Multi6.8%***** -12.8%*****
Putnam Abs Ret 100 YPARYXHedged: Abs Return2.7%***** -5.4%*****
PIMCO All-AssetPAUIXGlobal Macro11.6%***** -15.6%*****
Putnam 700 YPDMYXHedged: Abs Return2.3%***** 2.9%*****
DWA Tech LeadersPDPBlended18.4%***** -24.5%*****
iShr Preferred ETFPFFIncome: Multi10.3%***** -18.2%*****
PIMCO Global MultiPGAIXGlobal Macro *****  *****
PowerSh Preferred ETFPGXIncome: Multi11.4%***** -21.2%*****
PowerShares Intl DivPIDIncome: Equity15.1%***** -6.5%*****
Principal GlobMultiStratPMSAXBlended4.6%***** -2.3%*****
Pimco Income PPONPXIncome: Multi6.3%***** -10.9%*****
Principal PreferredPPSIXIncome: Multi6.7%***** -10.7%*****
T. Rowe Equity IncomePRFDXIncome: Equity14.3%***** -3.3%*****
T. Rowe Summit MuniPRINXIncome: Tax Exempt7.0%***** -12.5%*****
T. Rowe Global BondPRSNXIncome: Multi7.1%***** -17.2%*****
iSh Global EnergyPWCBlended17.5%***** -16.0%*****
Putnam Abs Ret 300 YPYTRXHedged: Abs Return3.0%***** -2.5%*****
IQ Hedge Multi-StratQAIBlended6.2%***** -8.7%*****
IQ Hedge ETFQMNHedged: Mkt Neutral4.1%***** -6.6%*****
MultiAsset ETFRLYHedged: Abs Return14.7%***** 7.9%*****
Hundredfold SelectSFHYXBlended5.2%***** -11.0%*****
Sound Mind InvestingSMIFXMomentum10.1%***** -9.5%*****
Schwab Div EquitySWDSXIncome: Equity12.6%***** -6.8%*****
Schwab BalancedSWOBXRisk-Driven11.2%***** -18.9%*****
Thornburg Inv Income ATIBAXIncome: Global11.3%***** -7.6%*****
Thornburg Inv Income YTIBIXGlobal Macro11.3%***** -7.3%*****
T. Rowe Retire BalancedTRRIXIncome: Multi8.7%***** -15.3%*****
Vanguard LifeStrat GrowthVASGXRisk-Driven12.8%***** -17.2%*****
Vanguard LifeStrategyVASIXIncome: Multi7.7%***** -13.9%*****
Vanguard BalancedVBIAXRisk-Driven11.6%***** -16.9%*****
Vanguard EquityVEIPXIncome: Equity12.9%***** -0.2%*****
VALIC Global StratVGLSXGlobal Macro11.1%***** -16.8%*****
Vanguard STAR InvVGSTXRisk-Driven12.2%***** -18.1%*****
ValueLine AssetAllocVLAAXRisk-Driven13.1%***** -19.7%*****
Vanguard Market NeutralVMNFXHedged: Mkt Neutral3.1%***** 13.5%*****
Vanguard Managed PayoutVPGDXIncome: Multi10.7%***** -9.2%*****
Vanguard Target RetireVTINXIncome: Multi8.0%***** -12.8%*****
Vanguard Wellington InvVWELXRisk-Driven11.3%***** -14.4%*****
Vanguard Wellesley AdmVWIAXIncome: Multi8.5%***** -9.0%*****
Vanguard Wellesley InvVWINXRisk-Driven8.5%***** -9.1%*****
Vanguard LT Tax-Exempt VWLTXIncome: Tax Exempt7.5%***** -12.0%*****
Vanguard Hi Div Yld ETFVYMIncome: Equity13.0%***** -0.4%*****
WF Asset AllocationWFAIXRisk-Driven11.2%***** -16.9%*****
FundX UpgraderXCORMomentum13.5%***** -24.3%*****