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Tactical: Managed, ranked by Downside Deviation

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.
   Downside Deviation Total Return, annualized
Recipe NameIDCategory1 year3 year5 year7 year10 year15 year 1 year3 year5 year7 year10 year15 year
  Group average3.8%***** 33.1%*****
 
AQR Divers NADANXHedged: Arbitrage4.8%***** 41.2%*****
AlphaClone AlternativeALFAHedged: Long/Short10.9%***** 71.0%*****
S&P AggressiveAOARisk-Driven4.5%***** 43.8%*****
S&P ConservativeAOKRisk-Driven1.7%***** 16.8%*****
S&P ModerateAOMRisk-Driven2.3%***** 21.1%*****
S&P GrowthAORRisk-Driven3.2%***** 32.2%*****
Arbitrage IARBNXHedged: Arbitrage0.1%***** 10.4%*****
Am Century Target DateARTOXIncome: Multi2.1%***** 25.3%*****
Absolute Strategies IASFIXHedged: Abs Return4.0%***** -6.0%*****
Dreyfus Alpha IAVGRXBlended3.7%***** 13.8%*****
BlackRock Strat Inc OppBASIXIncome: Multi0.4%***** 13.8%*****
Ibbotson BalancedBETFXRisk-Driven3.3%***** 33.3%*****
PwrSh Sr Loan PortfolioBKLNIncome: Float Rate1.0%***** 11.5%*****
BlackRock EmMkt ABLSAXHedged: Long/Short2.4%***** 62.4%*****
UBS Dyn Alpha ABNAAXBlended1.8%***** 19.3%*****
UBS Global AllocBPGLXGlobal Macro3.1%***** 36.4%*****
Robeco Long/Short IBPLSXHedged: Long/Short10.9%***** 31.7%*****
Berkshire Hathaway IncBRK.AGlobal Macro10.3%***** 41.8%*****
Calamos Convertible ACCVIXIncome: Multi6.8%***** 71.7%*****
Invesco Convertible YCNSDXIncome: Multi6.9%***** 63.3%*****
Columbia Thermostat ZCOTZXRisk-Driven2.3%***** 30.3%*****
IQ CPI Hedge ETFCPIHedged: Abs Return1.0%***** 4.0%*****
ProShares Lg CapCSMHedged: 130-308.3%***** 56.1%*****
Calamos Global GrowthCVLOXIncome: Global5.0%***** 64.1%*****
Calamos Market Neu IncCVSIXHedged: Mkt Neutral0.5%***** 10.8%*****
Gugg Multi-AssetCVYIncome: Multi8.2%***** 73.5%*****
Barclays Conv BondCWBIncome: Multi8.3%***** 78.9%*****
WisdmTr EM HiYldDEMIncome: Equity5.3%***** 44.6%*****
WisdmTr EM SmCapDGSIncome: Equity3.1%***** 62.0%*****
Diamond Hill Long-Short IDHLSXHedged: Long/Short5.4%***** 41.6%*****
WisdomTree ex-USDLNIncome: Equity6.3%***** 45.5%*****
WisdmTr Intl SmCapDLSIncome: Equity4.1%***** 54.4%*****
Dodge & Cox BalancedDODBXRisk-Driven3.4%***** 50.0%*****
DFA Select Hedged DSHGXGlobal Macro3.8%***** 64.7%*****
WisdmTr Top 100DTNIncome: Equity4.5%***** 51.1%*****
MFS Target Return ADVRAXHedged: Abs Return2.6%***** 11.4%*****
iShares Select DividendDVYIncome: Equity4.5%***** 61.3%*****
SPDR S&P Int'lDWXIncome: Equity5.5%***** 29.3%*****
EatonVance GlobalMacroEIGMXHedged: Abs Return0.6%***** 10.7%*****
Fidelity BalancedFBALXRisk-Driven3.9%***** 48.4%*****
Fidelity ConvertiblesFCVSXIncome: Multi6.2%***** 68.3%*****
Fidelity EquityFEQTXIncome: Equity5.6%***** 53.0%*****
Fidelity MuniFHIGXIncome: Tax Exempt3.6%***** 6.5%*****
Nuveen Amer MuniFLAAXIncome: Tax Exempt3.3%***** 8.5%*****
FPA CrescentFPACXRisk-Driven4.2%***** 54.8%*****
Fidelity PuritanFPURXRisk-Driven4.2%***** 41.8%*****
Fidelity StrategicFSDIXIncome: Equity4.7%***** 41.4%*****
FundX UpgraderFUNDXMomentum6.4%***** 55.2%*****
First Trust Focus 5FVSector Rotation9.4%***** 73.6%*****
Gabelli ABC AAAGABCXHedged: Mkt Neutral0.0%***** 11.6%*****
Natixis ASG GlobalGAFYXHedged: Abs Return1.7%***** 6.8%*****
Goldman Sachs Instl GARTXHedged: Abs Return1.8%***** 16.7%*****
GMO Benchm-FreeGBMFXGlobal Macro1.1%***** 22.0%*****
Goldman DynamicGDIFXGlobal Macro4.2%***** -8.0%*****
Leuthold GlobalGLBIXGlobal Macro3.1%***** 31.7%*****
GMO Global AllocGMWAXGlobal Macro2.2%***** 33.4%*****
Goldman Sachs Strat IncGSZAXIncome: Multi2.5%***** 15.1%*****
Hedge ReplicationHDGBlended1.7%***** 21.7%*****
iShares Hi Div EquityHDVIncome: Equity7.9%***** 38.2%*****
Hancock Horizon InstHHQTXHedged: Long/Short3.2%***** 20.0%*****
ETF: SPDR Inc AllocINKMIncome: Multi2.0%***** 31.1%*****
Ivy Asset StrategyIVAEXGlobal Macro5.6%***** 45.1%*****
IVA WorldwideIVWIXGlobal Macro3.6%***** 29.9%*****
iSh MultiAsset IncomeIYLDIncome: Multi3.4%***** 22.7%*****
Janus BalancedJANBXRisk-Driven4.4%***** 31.3%*****
Jhancock Global Abs Ret IJHAIXHedged: Abs Return2.8%***** 9.5%*****
JPMorgan Mkt Neutral AJMNAXHedged: Mkt Neutral3.4%***** 3.2%*****
KCM MacroTrendsKCMTXHedged: Long/Short6.4%***** 27.3%*****
Inst: Forward SelectKIFYXIncome: Multi1.8%***** 49.2%*****
Columbia Div IncomeLBSAXIncome: Equity5.3%***** 45.3%*****
Invesco Divers DividendLCEIXIncome: Equity4.1%***** 43.7%*****
Leuthold CoreLCORXGlobal Macro2.5%***** 31.2%*****
Lord Abbett Float RateLFRAXIncome: Float Rate0.0%***** 18.7%*****
Loomis Global Eq ALGMAXIncome: Global4.1%***** 36.6%*****
Loomis Global Eq YLSWWXGlobal Macro4.1%***** 37.0%*****
BlackRock Global IMALOXGlobal Macro3.3%***** 40.6%*****
IQ Hedge Macro ETFMCROBlended2.1%***** 19.1%*****
BlackRock Eq DividendMDDVXIncome: Equity5.5%***** 52.8%*****
FirstTrust Multi-AssetMDIVIncome: Multi6.6%***** 45.7%*****
BlackRock Nat'l MuniMDNLXIncome: Tax Exempt2.4%***** 7.2%*****
MainStay Marketfield AMFADXHedged: Long/Short3.4%***** 51.3%*****
MFS Global Tot RetMFWIXGlobal Macro2.9%***** 30.2%*****
Aberdeen Long-Short AMLSAXHedged: Long/Short7.6%***** 58.1%*****
IQ Merger ArbitrageMNAHedged: Arbitrage2.1%***** 11.8%*****
MainStay Int'l OppMYITXHedged: 130-305.6%***** 40.7%*****
Grimaldi SectorNAVFXSector Rotation5.8%***** 49.7%*****
Neuberger Berman Eq IncNBHAXIncome: Global3.2%***** 40.3%*****
Nuveen Preferred INPSRXIncome: Multi0.9%***** 26.6%*****
Putnam Abs Ret 100 YPARYXHedged: Abs Return0.1%***** 6.6%*****
PIMCO All-AssetPAUIXGlobal Macro2.3%***** 37.5%*****
Putnam 700 YPDMYXHedged: Abs Return3.9%***** -4.2%*****
DWA Tech LeadersPDPBlended5.9%***** 57.8%*****
iShr Preferred ETFPFFIncome: Multi2.7%***** 26.9%*****
PIMCO Global MultiPGAIXGlobal Macro *****  *****
PowerSh Preferred ETFPGXIncome: Multi3.6%***** 19.4%*****
PowerShares Intl DivPIDIncome: Equity5.7%***** 52.4%*****
Principal GlobMultiStratPMSAXBlended1.3%***** 17.2%*****
Pimco Income PPONPXIncome: Multi0.5%***** 14.3%*****
Principal PreferredPPSIXIncome: Multi0.7%***** 20.2%*****
T. Rowe Equity IncomePRFDXIncome: Equity6.1%***** 60.4%*****
T. Rowe Summit MuniPRINXIncome: Tax Exempt3.4%***** 7.5%*****
T. Rowe Global BondPRSNXIncome: Multi1.0%***** 17.8%*****
iSh Global EnergyPWCBlended7.0%***** 58.8%*****
Putnam Abs Ret 300 YPYTRXHedged: Abs Return0.3%***** 10.8%*****
IQ Hedge Multi-StratQAIBlended1.3%***** 13.9%*****
IQ Hedge ETFQMNHedged: Mkt Neutral0.9%***** 10.6%*****
RAFI Long-ShortRALSHedged: Long/Short3.9%***** 3.7%*****
RiverFront GlobalGroRLTSXGlobal Macro5.2%***** 50.2%*****
MultiAsset ETFRLYHedged: Abs Return5.4%***** 42.4%*****
Hundredfold SelectSFHYXBlended3.1%***** 36.4%*****
Sound Mind InvestingSMIFXMomentum4.7%***** 62.4%*****
Schwab Div EquitySWDSXIncome: Equity5.4%***** 49.6%*****
Schwab Hedged EqSWHEXHedged: Long/Short6.3%***** 18.3%*****
Schwab BalancedSWOBXRisk-Driven4.2%***** 33.0%*****
Thornburg Inv Income ATIBAXIncome: Global5.5%***** 47.5%*****
Thornburg Inv Income YTIBIXGlobal Macro5.5%***** 47.9%*****
T. Rowe Retire BalancedTRRIXIncome: Multi2.0%***** 27.8%*****
Vanguard LifeStrat GrowthVASGXRisk-Driven4.1%***** 45.3%*****
Vanguard LifeStrategyVASIXIncome: Multi1.4%***** 10.8%*****
Vanguard BalancedVBIAXRisk-Driven3.5%***** 34.8%*****
Vanguard EquityVEIPXIncome: Equity4.5%***** 47.4%*****
VALIC Global StratVGLSXGlobal Macro2.9%***** 23.7%*****
Vanguard STAR InvVGSTXRisk-Driven2.9%***** 42.9%*****
ValueLine AssetAllocVLAAXRisk-Driven4.7%***** 24.9%*****
Vanguard Market NeutralVMNFXHedged: Mkt Neutral4.6%***** -0.3%*****
Vanguard Managed PayoutVPGDXIncome: Multi2.7%***** 32.6%*****
Vanguard Target RetireVTINXIncome: Multi1.3%***** 17.0%*****
Vanguard Wellington InvVWELXRisk-Driven3.6%***** 32.8%*****
Vanguard Wellesley AdmVWIAXIncome: Multi2.3%***** 18.4%*****
Vanguard Wellesley InvVWINXRisk-Driven2.3%***** 18.4%*****
Vanguard LT Tax-Exempt VWLTXIncome: Tax Exempt2.8%***** 6.4%*****
Vanguard Hi Div Yld ETFVYMIncome: Equity4.7%***** 47.9%*****
WF Asset AllocationWFAIXRisk-Driven4.2%***** 29.9%*****