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Tactical: Managed, ranked by Downside Deviation

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.
   Downside Deviation Total Return, annualized
Recipe NameIDCategory1 year3 year5 year7 year10 year15 year 1 year3 year5 year7 year10 year15 year
  Group average6.3%***** 4.2%*****
AQR Divers NADANXHedged: Arbitrage1.7%***** 3.2%*****
S&P AggressiveAOARisk-Driven7.8%***** 8.9%*****
S&P ConservativeAOKRisk-Driven5.3%***** 4.0%*****
S&P ModerateAOMRisk-Driven5.8%***** 5.3%*****
S&P GrowthAORRisk-Driven7.0%***** 6.9%*****
Arbitrage IARBNXHedged: Arbitrage2.4%***** 5.3%*****
Am Century Target DateARTOXIncome: Multi5.1%***** 4.5%*****
Absolute Strategies IASFIXHedged: Abs Return6.3%***** -10.4%*****
Dreyfus Alpha IAVGRXBlended3.3%***** 2.3%*****
BlackRock Strat Inc OppBASIXIncome: Multi2.4%***** -0.0%*****
Ibbotson BalancedBETFXRisk-Driven6.5%***** 4.3%*****
PwrSh Sr Loan PortfolioBKLNIncome: Float Rate0.8%***** 9.8%*****
BlackRock EmMkt ABLSAXHedged: Long/Short11.5%***** 2.5%*****
UBS Global AllocBPGLXGlobal Macro6.7%***** 2.3%*****
Robeco Long/Short IBPLSXHedged: Long/Short5.3%***** 10.0%*****
Berkshire Hathaway IncBRK.AGlobal Macro6.5%***** 13.7%*****
Calamos Convertible ACCVIXIncome: Multi7.5%***** 1.9%*****
Invesco Convertible YCNSDXIncome: Multi5.9%***** 0.2%*****
Columbia Thermostat ZCOTZXRisk-Driven5.0%***** 5.7%*****
IQ CPI Hedge ETFCPIHedged: Abs Return4.2%***** 3.7%*****
ProShares Lg CapCSMHedged: 130-3010.2%***** 9.0%*****
Calamos Global GrowthCVLOXIncome: Global8.0%***** 5.7%*****
Calamos Market Neu IncCVSIXHedged: Mkt Neutral0.4%***** 7.9%*****
Gugg Multi-AssetCVYIncome: Multi11.1%***** 5.6%*****
Barclays Conv BondCWBIncome: Multi7.1%***** 4.9%*****
WisdmTr EM HiYldDEMIncome: Equity9.3%***** 11.6%*****
WisdmTr EM SmCapDGSIncome: Equity8.7%***** 11.3%*****
Diamond Hill Long-Short IDHLSXHedged: Long/Short5.6%***** 7.1%*****
WisdomTree ex-USDLNIncome: Equity8.0%***** 1.3%*****
WisdmTr Intl SmCapDLSIncome: Equity9.0%***** 6.5%*****
Dodge & Cox BalancedDODBXRisk-Driven6.1%***** 6.2%*****
DFA Select Hedged DSHGXGlobal Macro8.0%***** 9.3%*****
MFS Target Return ADVRAXHedged: Abs Return1.8%***** 7.2%*****
iShares Select DividendDVYIncome: Equity10.6%***** -7.3%*****
SPDR S&P Int'lDWXIncome: Equity7.5%***** 9.2%*****
EatonVance GlobalMacroEIGMXHedged: Abs Return1.4%***** 3.7%*****
Fidelity BalancedFBALXRisk-Driven7.5%***** 10.7%*****
Fidelity ConvertiblesFCVSXIncome: Multi5.9%***** 3.2%*****
Fidelity EquityFEQTXIncome: Equity8.1%***** 2.7%*****
Fidelity MuniFHIGXIncome: Tax Exempt4.9%***** 1.3%*****
Nuveen Amer MuniFLAAXIncome: Tax Exempt4.9%***** 0.6%*****
FPA CrescentFPACXRisk-Driven5.7%***** 11.1%*****
Fidelity PuritanFPURXRisk-Driven7.1%***** 11.3%*****
Fidelity StrategicFSDIXIncome: Equity6.8%***** 1.6%*****
First Trust Focus 5FVSector Rotation11.6%***** -2.7%*****
Gabelli ABC AAAGABCXHedged: Mkt Neutral1.5%***** 4.8%*****
Natixis ASG GlobalGAFYXHedged: Abs Return2.1%***** 2.4%*****
Goldman Sachs Instl GARTXHedged: Abs Return3.3%***** 5.7%*****
GMO Benchm-FreeGBMFXGlobal Macro4.7%***** 7.9%*****
Leuthold GlobalGLBIXGlobal Macro5.0%***** 2.7%*****
GMO Global AllocGMWAXGlobal Macro5.8%***** 8.1%*****
Goldman Sachs Strat IncGSZAXIncome: Multi1.0%***** 5.6%*****
Hedge ReplicationHDGBlended2.2%***** 3.8%*****
iShares Hi Div EquityHDVIncome: Equity8.2%***** -4.1%*****
ETF: SPDR Inc AllocINKMIncome: Multi6.9%***** 2.9%*****
Ivy Asset StrategyIVAEXGlobal Macro6.4%***** 9.9%*****
iSh MultiAsset IncomeIYLDIncome: Multi5.3%***** 5.3%*****
Janus BalancedJANBXRisk-Driven6.8%***** 5.3%*****
Jhancock Global Abs Ret IJHAIXHedged: Abs Return3.6%***** 1.8%*****
JPMorgan Mkt Neutral AJMNAXHedged: Mkt Neutral0.5%***** 11.1%*****
KCM MacroTrendsKCMTXHedged: Long/Short5.7%***** 5.7%*****
Inst: Forward SelectKIFYXIncome: Multi8.6%***** 0.2%*****
Columbia Div IncomeLBSAXIncome: Equity7.2%***** 2.2%*****
Invesco Divers DividendLCEIXIncome: Equity8.7%***** -0.6%*****
Leuthold CoreLCORXGlobal Macro4.3%***** 5.6%*****
Lord Abbett Float RateLFRAXIncome: Float Rate1.5%***** 2.3%*****
Loomis Global Eq ALGMAXIncome: Global8.9%***** 10.9%*****
Loomis Global Eq YLSWWXGlobal Macro8.8%***** 11.2%*****
BlackRock Global IMALOXGlobal Macro6.4%***** 6.9%*****
BlackRock Eq DividendMDDVXIncome: Equity8.5%***** 3.2%*****
FirstTrust Multi-AssetMDIVIncome: Multi8.1%***** 3.4%*****
BlackRock Nat'l MuniMDNLXIncome: Tax Exempt4.1%***** 0.9%*****
MainStay Marketfield AMFADXHedged: Long/Short6.6%***** 2.3%*****
MFS Global Tot RetMFWIXGlobal Macro6.9%***** 3.0%*****
Aberdeen Long-Short AMLSAXHedged: Long/Short13.6%***** -4.8%*****
IQ Merger ArbitrageMNAHedged: Arbitrage2.4%***** -1.0%*****
MainStay Int'l OppMYITXHedged: 130-309.1%***** 6.2%*****
Grimaldi SectorNAVFXSector Rotation9.3%***** 9.9%*****
Neuberger Berman Eq IncNBHAXIncome: Global8.9%***** -4.4%*****
Nuveen Preferred INPSRXIncome: Multi8.7%***** -1.7%*****
Putnam Abs Ret 100 YPARYXHedged: Abs Return1.2%***** 1.8%*****
PIMCO All-AssetPAUIXGlobal Macro7.2%***** -0.7%*****
DWA Tech LeadersPDPBlended11.2%***** 5.7%*****
iShr Preferred ETFPFFIncome: Multi8.0%***** 3.0%*****
PIMCO Global MultiPGAIXGlobal Macro *****  *****
PowerSh Preferred ETFPGXIncome: Multi10.7%***** 1.2%*****
PowerShares Intl DivPIDIncome: Equity10.3%***** 4.8%*****
Principal GlobMultiStratPMSAXBlended1.9%***** 4.2%*****
Pimco Income PPONPXIncome: Multi3.9%***** -0.1%*****
Principal PreferredPPSIXIncome: Multi6.2%***** 4.4%*****
T. Rowe Equity IncomePRFDXIncome: Equity9.8%***** -0.3%*****
T. Rowe Summit MuniPRINXIncome: Tax Exempt4.8%***** 1.3%*****
T. Rowe Global BondPRSNXIncome: Multi2.9%***** 2.2%*****
iSh Global EnergyPWCBlended10.7%***** 3.4%*****
Putnam Abs Ret 300 YPYTRXHedged: Abs Return3.7%***** -0.2%*****
IQ Hedge Multi-StratQAIBlended2.2%***** 6.7%*****
MultiAsset ETFRLYHedged: Abs Return9.2%***** -2.2%*****
Hundredfold SelectSFHYXBlended4.7%***** 2.3%*****
Sound Mind InvestingSMIFXMomentum6.6%***** -1.6%*****
Schwab Div EquitySWDSXIncome: Equity8.1%***** -2.7%*****
Schwab BalancedSWOBXRisk-Driven6.8%***** 7.7%*****
Thornburg Inv Income ATIBAXIncome: Global5.1%***** 10.7%*****
Thornburg Inv Income YTIBIXGlobal Macro5.1%***** 10.9%*****
T. Rowe Retire BalancedTRRIXIncome: Multi5.0%***** 2.1%*****
Vanguard LifeStrat GrowthVASGXRisk-Driven7.9%***** 8.6%*****
Vanguard LifeStrategyVASIXIncome: Multi4.6%***** 2.6%*****
Vanguard BalancedVBIAXRisk-Driven7.1%***** 8.0%*****
Vanguard EquityVEIPXIncome: Equity8.7%***** -1.6%*****
VALIC Global StratVGLSXGlobal Macro6.2%***** 7.4%*****
Vanguard STAR InvVGSTXRisk-Driven7.9%***** 6.8%*****
ValueLine AssetAllocVLAAXRisk-Driven9.7%***** 7.8%*****
Vanguard Market NeutralVMNFXHedged: Mkt Neutral3.0%***** 14.0%*****
Vanguard Target RetireVTINXIncome: Multi4.6%***** 3.9%*****
Vanguard Wellington InvVWELXRisk-Driven6.4%***** 6.9%*****
Vanguard Wellesley AdmVWIAXIncome: Multi6.0%***** 0.9%*****
Vanguard Wellesley InvVWINXRisk-Driven6.0%***** 0.8%*****
Vanguard LT Tax-Exempt VWLTXIncome: Tax Exempt5.5%***** 1.0%*****
Vanguard Hi Div Yld ETFVYMIncome: Equity8.6%***** -2.6%*****
WF Asset AllocationWFAIXRisk-Driven7.4%***** 7.3%*****
FundX UpgraderXCORMomentum9.0%***** 5.2%*****