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Tactical: Managed, ranked by Downside Deviation

for period ending December 31, 2020
 
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 average13.4%***** 8.2%*****
 
AQR Divers NADANXHedged: Arbitrage10.1%***** 24.8%*****
AlphaClone AlternativeALFAHedged: Long/Short27.6%***** 31.3%*****
S&P AggressiveAOARisk-Driven15.8%***** 12.8%*****
S&P ConservativeAOKRisk-Driven6.7%***** 9.3%*****
S&P ModerateAOMRisk-Driven7.7%***** 10.0%*****
S&P GrowthAORRisk-Driven11.9%***** 11.4%*****
Arbitrage IARBNXHedged: Arbitrage2.9%***** 5.7%*****
Am Century Target DateARTOXIncome: Multi9.3%***** 10.7%*****
Absolute Strategies IASFIXHedged: Abs Return3.4%***** 0.7%*****
Dreyfus Alpha IAVGRXBlended8.6%***** 2.7%*****
BlackRock Strat Inc OppBASIXIncome: Multi7.1%***** 6.9%*****
Ibbotson BalancedBETFXRisk-Driven12.6%***** 9.1%*****
PwrSh Sr Loan PortfolioBKLNIncome: Float Rate7.1%***** 1.0%*****
BlackRock EmMkt ABLSAXHedged: Long/Short22.2%***** 16.2%*****
UBS Dyn Alpha ABNAAXBlended9.1%***** 5.0%*****
UBS Global AllocBPGLXGlobal Macro13.3%***** 13.8%*****
Robeco Long/Short IBPLSXHedged: Long/Short12.8%***** -6.4%*****
Berkshire Hathaway IncBRK.AGlobal Macro17.2%***** 2.4%*****
Calamos Convertible ACCVIXIncome: Multi17.6%***** 48.4%*****
Invesco Convertible YCNSDXIncome: Multi15.9%***** 44.7%*****
Columbia Thermostat ZCOTZXRisk-Driven2.2%***** 29.6%*****
IQ CPI Hedge ETFCPIHedged: Abs Return4.2%***** -1.2%*****
ProShares Lg CapCSMHedged: 130-3020.6%***** 10.9%*****
Calamos Global GrowthCVLOXIncome: Global17.7%***** 31.8%*****
Calamos Market Neu IncCVSIXHedged: Mkt Neutral3.3%***** 5.2%*****
Gugg Multi-AssetCVYIncome: Multi31.8%***** -10.5%*****
Barclays Conv BondCWBIncome: Multi21.1%***** 53.4%*****
WisdmTr EM HiYldDEMIncome: Equity21.3%***** -5.8%*****
WisdmTr EM SmCapDGSIncome: Equity24.8%***** 4.1%*****
Diamond Hill Long-Short IDHLSXHedged: Long/Short17.7%***** -0.3%*****
WisdomTree ex-USDLNIncome: Equity18.6%***** 4.5%*****
WisdmTr Intl SmCapDLSIncome: Equity24.7%***** -1.3%*****
Dodge & Cox BalancedDODBXRisk-Driven17.9%***** 7.9%*****
DFA Select Hedged DSHGXGlobal Macro22.2%***** 12.0%*****
WisdmTr Top 100DTNIncome: Equity21.9%***** -5.8%*****
MFS Target Return ADVRAXHedged: Abs Return6.3%***** 4.4%*****
iShares Select DividendDVYIncome: Equity22.5%***** -4.9%*****
SPDR S&P Int'lDWXIncome: Equity18.3%***** -5.2%*****
EatonVance GlobalMacroEIGMXHedged: Abs Return6.9%***** 3.6%*****
Fidelity BalancedFBALXRisk-Driven14.3%***** 22.4%*****
Fidelity ConvertiblesFCVSXIncome: Multi14.9%***** 42.6%*****
Fidelity EquityFEQTXIncome: Equity20.8%***** 1.8%*****
Fidelity MuniFHIGXIncome: Tax Exempt6.2%***** 4.6%*****
Nuveen Amer MuniFLAAXIncome: Tax Exempt7.3%***** 5.6%*****
FPA CrescentFPACXRisk-Driven19.7%***** 12.1%*****
Fidelity PuritanFPURXRisk-Driven11.7%***** 20.5%*****
Fidelity StrategicFSDIXIncome: Equity15.0%***** 11.3%*****
FundX UpgraderFUNDXMomentum18.6%***** 25.4%*****
First Trust Focus 5FVSector Rotation21.0%***** 28.4%*****
Gabelli ABC AAAGABCXHedged: Mkt Neutral4.8%***** 2.9%*****
Natixis ASG GlobalGAFYXHedged: Abs Return6.3%***** -2.1%*****
Goldman Sachs Instl GARTXHedged: Abs Return7.8%***** 3.3%*****
GMO Benchm-FreeGBMFXGlobal Macro11.7%***** -2.5%*****
Goldman DynamicGDIFXGlobal Macro5.4%***** -8.9%*****
Leuthold GlobalGLBIXGlobal Macro10.7%***** 7.5%*****
GMO Global AllocGMWAXGlobal Macro13.4%***** 6.1%*****
Goldman Sachs Strat IncGSZAXIncome: Multi8.7%***** 9.2%*****
Hedge ReplicationHDGBlended7.3%***** 7.4%*****
iShares Hi Div EquityHDVIncome: Equity18.4%***** -6.5%*****
Hancock Horizon InstHHQTXHedged: Long/Short12.8%***** -3.7%*****
ETF: SPDR Inc AllocINKMIncome: Multi17.4%***** 3.0%*****
Ivy Asset StrategyIVAEXGlobal Macro19.2%***** 13.7%*****
IVA WorldwideIVWIXGlobal Macro14.3%***** -0.4%*****
iSh MultiAsset IncomeIYLDIncome: Multi19.6%***** -1.2%*****
Janus BalancedJANBXRisk-Driven11.4%***** 14.3%*****
Jhancock Global Abs Ret IJHAIXHedged: Abs Return3.8%***** 2.1%*****
JPMorgan Mkt Neutral AJMNAXHedged: Mkt Neutral1.0%***** 11.9%*****
KCM MacroTrendsKCMTXHedged: Long/Short10.1%***** 5.5%*****
Inst: Forward SelectKIFYXIncome: Multi30.5%***** -2.8%*****
Columbia Div IncomeLBSAXIncome: Equity16.0%***** 7.5%*****
Invesco Divers DividendLCEIXIncome: Equity18.4%***** 0.2%*****
Leuthold CoreLCORXGlobal Macro9.5%***** 10.1%*****
Lord Abbett Float RateLFRAXIncome: Float Rate14.4%***** -1.8%*****
Loomis Global Eq ALGMAXIncome: Global13.3%***** 15.1%*****
Loomis Global Eq YLSWWXGlobal Macro13.3%***** 15.4%*****
BlackRock Global IMALOXGlobal Macro12.1%***** 21.1%*****
IQ Hedge Macro ETFMCROBlended7.0%***** 8.8%*****
BlackRock Eq DividendMDDVXIncome: Equity19.1%***** 3.6%*****
FirstTrust Multi-AssetMDIVIncome: Multi28.8%***** -14.9%*****
BlackRock Nat'l MuniMDNLXIncome: Tax Exempt6.0%***** 4.0%*****
MainStay Marketfield AMFADXHedged: Long/Short14.4%***** 19.9%*****
MFS Global Tot RetMFWIXGlobal Macro11.6%***** 9.6%*****
Aberdeen Long-Short AMLSAXHedged: Long/Short18.6%***** 26.6%*****
IQ Merger ArbitrageMNAHedged: Arbitrage9.0%***** 2.7%*****
MainStay Int'l OppMYITXHedged: 130-3020.0%***** 1.5%*****
Grimaldi SectorNAVFXSector Rotation19.6%***** 11.5%*****
Neuberger Berman Eq IncNBHAXIncome: Global18.4%***** 2.6%*****
Nuveen Preferred INPSRXIncome: Multi15.8%***** 5.4%*****
Putnam Abs Ret 100 YPARYXHedged: Abs Return4.1%***** 3.3%*****
PIMCO All-AssetPAUIXGlobal Macro16.6%***** 4.6%*****
Putnam 700 YPDMYXHedged: Abs Return5.0%***** -7.8%*****
DWA Tech LeadersPDPBlended19.2%***** 36.6%*****
iShr Preferred ETFPFFIncome: Multi13.9%***** 7.9%*****
PIMCO Global MultiPGAIXGlobal Macro *****  *****
PowerSh Preferred ETFPGXIncome: Multi10.0%***** 6.6%*****
PowerShares Intl DivPIDIncome: Equity26.9%***** -6.5%*****
Principal GlobMultiStratPMSAXBlended8.4%***** 4.7%*****
Pimco Income PPONPXIncome: Multi8.5%***** 5.7%*****
Principal PreferredPPSIXIncome: Multi13.2%***** 5.4%*****
T. Rowe Equity IncomePRFDXIncome: Equity22.4%***** 1.3%*****
T. Rowe Summit MuniPRINXIncome: Tax Exempt6.7%***** 4.5%*****
T. Rowe Global BondPRSNXIncome: Multi10.1%***** 8.1%*****
iSh Global EnergyPWCBlended22.4%***** 8.5%*****
Putnam Abs Ret 300 YPYTRXHedged: Abs Return7.6%***** 0.8%*****
IQ Hedge Multi-StratQAIBlended6.3%***** 5.7%*****
IQ Hedge ETFQMNHedged: Mkt Neutral4.9%***** 4.1%*****
RAFI Long-ShortRALSHedged: Long/Short4.9%***** -10.3%*****
RiverFront GlobalGroRLTSXGlobal Macro20.4%***** 8.4%*****
MultiAsset ETFRLYHedged: Abs Return18.4%***** -0.6%*****
Hundredfold SelectSFHYXBlended3.1%***** 37.4%*****
Sound Mind InvestingSMIFXMomentum22.1%***** 20.8%*****
Schwab Div EquitySWDSXIncome: Equity21.5%***** -3.8%*****
Schwab Hedged EqSWHEXHedged: Long/Short12.2%***** -7.4%*****
Schwab BalancedSWOBXRisk-Driven11.3%***** 14.7%*****
Thornburg Inv Income ATIBAXIncome: Global21.9%***** 0.6%*****
Thornburg Inv Income YTIBIXGlobal Macro21.9%***** 0.9%*****
T. Rowe Retire BalancedTRRIXIncome: Multi10.1%***** 11.4%*****
Vanguard LifeStrat GrowthVASGXRisk-Driven15.9%***** 15.5%*****
Vanguard LifeStrategyVASIXIncome: Multi4.4%***** 9.1%*****
Vanguard BalancedVBIAXRisk-Driven11.4%***** 16.4%*****
Vanguard EquityVEIPXIncome: Equity17.8%***** 3.0%*****
VALIC Global StratVGLSXGlobal Macro10.7%***** 3.6%*****
Vanguard STAR InvVGSTXRisk-Driven13.0%***** 21.4%*****
ValueLine AssetAllocVLAAXRisk-Driven11.3%***** 15.2%*****
Vanguard Market NeutralVMNFXHedged: Mkt Neutral5.4%***** -11.6%*****
Vanguard Managed PayoutVPGDXIncome: Multi13.3%***** 6.9%*****
Vanguard Target RetireVTINXIncome: Multi6.1%***** 10.0%*****
Vanguard Wellington InvVWELXRisk-Driven12.2%***** 10.6%*****
Vanguard Wellesley AdmVWIAXIncome: Multi7.5%***** 8.5%*****
Vanguard Wellesley InvVWINXRisk-Driven7.5%***** 8.5%*****
Vanguard LT Tax-Exempt VWLTXIncome: Tax Exempt4.8%***** 6.2%*****
Vanguard Hi Div Yld ETFVYMIncome: Equity18.0%***** 1.1%*****
WF Asset AllocationWFAIXRisk-Driven8.9%***** 16.4%*****