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Tactical: Managed, ranked by Downside Deviation

for period ending July 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 average8.6%***** -5.9%*****
 
AQR Divers NADANXHedged: Arbitrage2.7%***** -3.0%*****
AlphaClone AlternativeALFAHedged: Long/Short18.2%***** -30.1%*****
S&P AggressiveAOARisk-Driven10.7%***** -9.3%*****
S&P ConservativeAOKRisk-Driven6.8%***** -9.2%*****
S&P ModerateAOMRisk-Driven7.5%***** -9.3%*****
S&P GrowthAORRisk-Driven8.9%***** -9.0%*****
Arbitrage IARBNXHedged: Arbitrage2.4%***** -0.5%*****
Am Century Target DateARTOXIncome: Multi7.4%***** -8.1%*****
Absolute Strategies IASFIXHedged: Abs Return6.3%***** -3.0%*****
Dreyfus Alpha IAVGRXBlended10.1%***** -6.6%*****
BlackRock Strat Inc OppBASIXIncome: Multi2.8%***** -4.9%*****
Ibbotson BalancedBETFXRisk-Driven8.9%***** -8.1%*****
PwrSh Sr Loan PortfolioBKLNIncome: Float Rate4.2%***** -1.6%*****
BlackRock EmMkt ABLSAXHedged: Long/Short9.8%***** -23.4%*****
UBS Dyn Alpha ABNAAXBlended4.9%***** -4.8%*****
UBS Global AllocBPGLXGlobal Macro9.2%***** -10.8%*****
Robeco Long/Short IBPLSXHedged: Long/Short7.5%***** 14.4%*****
Berkshire Hathaway IncBRK.AGlobal Macro19.1%***** 7.8%*****
Calamos Convertible ACCVIXIncome: Multi11.3%***** -16.5%*****
Invesco Convertible YCNSDXIncome: Multi10.4%***** -11.8%*****
Columbia Thermostat ZCOTZXRisk-Driven6.1%***** -9.3%*****
IQ CPI Hedge ETFCPIHedged: Abs Return5.3%***** -2.3%*****
ProShares Lg CapCSMHedged: 130-3014.5%***** -3.4%*****
Calamos Global GrowthCVLOXIncome: Global12.7%***** -13.3%*****
Calamos Market Neu IncCVSIXHedged: Mkt Neutral3.8%***** -3.1%*****
Gugg Multi-AssetCVYIncome: Multi14.0%***** -4.9%*****
Barclays Conv BondCWBIncome: Multi11.4%***** -19.0%*****
WisdmTr EM HiYldDEMIncome: Equity11.0%***** -11.6%*****
WisdmTr EM SmCapDGSIncome: Equity9.9%***** -12.4%*****
Diamond Hill Long-Short IDHLSXHedged: Long/Short9.5%***** -1.6%*****
WisdomTree ex-USDLNIncome: Equity10.7%***** 3.8%*****
WisdmTr Intl SmCapDLSIncome: Equity11.2%***** -15.1%*****
Dodge & Cox BalancedDODBXRisk-Driven9.3%***** -4.0%*****
DFA Select Hedged DSHGXGlobal Macro11.1%***** -6.3%*****
MFS Target Return ADVRAXHedged: Abs Return4.2%***** -5.4%*****
iShares Select DividendDVYIncome: Equity11.3%***** 8.9%*****
SPDR S&P Int'lDWXIncome: Equity9.2%***** -9.4%*****
EatonVance GlobalMacroEIGMXHedged: Abs Return3.4%***** -6.0%*****
Fidelity BalancedFBALXRisk-Driven11.0%***** -7.8%*****
Fidelity ConvertiblesFCVSXIncome: Multi11.3%***** -12.6%*****
Fidelity EquityFEQTXIncome: Equity10.6%***** 2.7%*****
Fidelity MuniFHIGXIncome: Tax Exempt5.4%***** -8.6%*****
Nuveen Amer MuniFLAAXIncome: Tax Exempt8.2%***** -14.2%*****
FPA CrescentFPACXRisk-Driven9.3%***** -6.9%*****
Fidelity PuritanFPURXRisk-Driven10.7%***** -8.1%*****
Fidelity StrategicFSDIXIncome: Equity8.8%***** -3.4%*****
FundX UpgraderFUNDXMomentum12.7%***** -12.2%*****
First Trust Focus 5FVSector Rotation16.6%***** -2.7%*****
Gabelli ABC AAAGABCXHedged: Mkt Neutral1.9%***** -1.1%*****
Natixis ASG GlobalGAFYXHedged: Abs Return4.2%***** -1.8%*****
Goldman Sachs Instl GARTXHedged: Abs Return5.2%***** -4.4%*****
GMO Benchm-FreeGBMFXGlobal Macro6.3%***** -5.3%*****
Leuthold GlobalGLBIXGlobal Macro9.0%***** -5.9%*****
GMO Global AllocGMWAXGlobal Macro8.4%***** -11.9%*****
Goldman Sachs Strat IncGSZAXIncome: Multi3.8%***** -4.7%*****
Hedge ReplicationHDGBlended5.8%***** -8.3%*****
iShares Hi Div EquityHDVIncome: Equity9.9%***** 10.2%*****
ETF: SPDR Inc AllocINKMIncome: Multi7.3%***** -7.3%*****
Ivy Asset StrategyIVAEXGlobal Macro9.6%***** -9.3%*****
iSh MultiAsset IncomeIYLDIncome: Multi8.6%***** -12.6%*****
Janus BalancedJANBXRisk-Driven10.0%***** -8.4%*****
Jhancock Global Abs Ret IJHAIXHedged: Abs Return4.1%***** -1.7%*****
JPMorgan Mkt Neutral AJMNAXHedged: Mkt Neutral3.5%***** -0.2%*****
KCM MacroTrendsKCMTXHedged: Long/Short13.6%***** -10.8%*****
Inst: Forward SelectKIFYXIncome: Multi6.2%***** -1.9%*****
Columbia Div IncomeLBSAXIncome: Equity10.8%***** -0.2%*****
Invesco Divers DividendLCEIXIncome: Equity10.6%***** 1.9%*****
Leuthold CoreLCORXGlobal Macro7.6%***** -4.5%*****
Lord Abbett Float RateLFRAXIncome: Float Rate3.8%***** -2.4%*****
Loomis Global Eq ALGMAXIncome: Global13.0%***** -15.1%*****
Loomis Global Eq YLSWWXGlobal Macro13.0%***** -14.9%*****
BlackRock Global IMALOXGlobal Macro8.7%***** -17.2%*****
IQ Hedge Macro ETFMCROBlended4.8%***** -9.7%*****
BlackRock Eq DividendMDDVXIncome: Equity11.0%***** -8.0%*****
FirstTrust Multi-AssetMDIVIncome: Multi10.2%***** 3.3%*****
BlackRock Nat'l MuniMDNLXIncome: Tax Exempt5.7%***** -8.5%*****
MainStay Marketfield AMFADXHedged: Long/Short8.9%***** -2.2%*****
MFS Global Tot RetMFWIXGlobal Macro8.7%***** -9.1%*****
Aberdeen Long-Short AMLSAXHedged: Long/Short23.3%***** 8.2%*****
IQ Merger ArbitrageMNAHedged: Arbitrage3.3%***** -5.1%*****
MainStay Int'l OppMYITXHedged: 130-3012.3%***** -17.8%*****
Grimaldi SectorNAVFXSector Rotation11.7%***** -10.2%*****
Neuberger Berman Eq IncNBHAXIncome: Global11.2%***** 2.9%*****
Nuveen Preferred INPSRXIncome: Multi5.7%***** -8.7%*****
Putnam Abs Ret 100 YPARYXHedged: Abs Return2.2%***** -4.1%*****
PIMCO All-AssetPAUIXGlobal Macro9.0%***** -8.7%*****
Putnam 700 YPDMYXHedged: Abs Return3.8%***** 1.4%*****
DWA Tech LeadersPDPBlended17.8%***** -17.5%*****
iShr Preferred ETFPFFIncome: Multi9.4%***** -7.9%*****
PIMCO Global MultiPGAIXGlobal Macro *****  *****
PowerSh Preferred ETFPGXIncome: Multi9.9%***** -9.8%*****
PowerShares Intl DivPIDIncome: Equity12.6%***** 4.2%*****
Principal GlobMultiStratPMSAXBlended4.3%***** -1.7%*****
Pimco Income PPONPXIncome: Multi5.0%***** -6.8%*****
Principal PreferredPPSIXIncome: Multi5.6%***** -8.2%*****
T. Rowe Equity IncomePRFDXIncome: Equity11.3%***** 2.8%*****
T. Rowe Summit MuniPRINXIncome: Tax Exempt5.4%***** -8.4%*****
T. Rowe Global BondPRSNXIncome: Multi4.6%***** -9.5%*****
iSh Global EnergyPWCBlended15.6%***** -13.9%*****
Putnam Abs Ret 300 YPYTRXHedged: Abs Return2.0%***** -2.8%*****
IQ Hedge Multi-StratQAIBlended5.2%***** -8.8%*****
IQ Hedge ETFQMNHedged: Mkt Neutral3.4%***** -6.4%*****
MultiAsset ETFRLYHedged: Abs Return12.5%***** 12.9%*****
Hundredfold SelectSFHYXBlended4.2%***** -4.8%*****
Sound Mind InvestingSMIFXMomentum11.0%***** -6.4%*****
Schwab Div EquitySWDSXIncome: Equity10.4%***** -0.7%*****
Schwab BalancedSWOBXRisk-Driven9.9%***** -10.3%*****
Thornburg Inv Income ATIBAXIncome: Global9.2%***** -2.0%*****
Thornburg Inv Income YTIBIXGlobal Macro9.3%***** -1.7%*****
T. Rowe Retire BalancedTRRIXIncome: Multi6.9%***** -9.1%*****
Vanguard LifeStrat GrowthVASGXRisk-Driven10.8%***** -10.3%*****
Vanguard LifeStrategyVASIXIncome: Multi5.9%***** -9.3%*****
Vanguard BalancedVBIAXRisk-Driven10.0%***** -8.2%*****
Vanguard EquityVEIPXIncome: Equity10.7%***** 4.3%*****
VALIC Global StratVGLSXGlobal Macro9.6%***** -12.6%*****
Vanguard STAR InvVGSTXRisk-Driven10.2%***** -12.9%*****
ValueLine AssetAllocVLAAXRisk-Driven11.1%***** -7.8%*****
Vanguard Market NeutralVMNFXHedged: Mkt Neutral2.8%***** 21.4%*****
Vanguard Managed PayoutVPGDXIncome: Multi8.4%***** -3.9%*****
Vanguard Target RetireVTINXIncome: Multi6.1%***** -7.6%*****
Vanguard Wellington InvVWELXRisk-Driven9.8%***** -6.4%*****
Vanguard Wellesley AdmVWIAXIncome: Multi6.5%***** -5.1%*****
Vanguard Wellesley InvVWINXRisk-Driven6.5%***** -5.2%*****
Vanguard LT Tax-Exempt VWLTXIncome: Tax Exempt5.9%***** -8.7%*****
Vanguard Hi Div Yld ETFVYMIncome: Equity10.4%***** 4.1%*****
WF Asset AllocationWFAIXRisk-Driven9.9%***** -7.0%*****