Historical Return | Total Return, annualized | ||||||||||||||
Recipe Name | ID | Category | 2018 | 2019 | 2020 | 2021 | 2022 | 1 year | 3 year | 5 year | 7 year | 10 year | 15 year | ||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Group average | -5.0% | * | * | * | * | 5.6% | * | * | * | * | * | ||||
AQR Divers N | ADANX | Hedged: Arbitrage | 2.0% | * | * | * | * | 0.9% | * | * | * | * | * | ||
S&P Aggressive | AOA | Risk-Driven | -7.9% | * | * | * | * | 11.5% | * | * | * | * | * | ||
S&P Conservative | AOK | Risk-Driven | -3.1% | * | * | * | * | 4.0% | * | * | * | * | * | ||
S&P Moderate | AOM | Risk-Driven | -3.9% | * | * | * | * | 5.7% | * | * | * | * | * | ||
S&P Growth | AOR | Risk-Driven | -5.8% | * | * | * | * | 8.6% | * | * | * | * | * | ||
Arbitrage I | ARBNX | Hedged: Arbitrage | 2.3% | * | * | * | * | 2.8% | * | * | * | * | * | ||
Am Century Target Date | ARTOX | Income: Multi | -4.2% | * | * | * | * | 5.1% | * | * | * | * | * | ||
Absolute Strategies I | ASFIX | Hedged: Abs Return | 1.3% | * | * | * | * | -11.7% | * | * | * | * | * | ||
Dreyfus Alpha I | AVGRX | Blended | -7.2% | * | * | * | * | 3.2% | * | * | * | * | * | ||
BlackRock Strat Inc Opp | BASIX | Income: Multi | -0.8% | * | * | * | * | -2.1% | * | * | * | * | * | ||
Ibbotson Balanced | BETFX | Risk-Driven | -6.2% | * | * | * | * | 6.4% | * | * | * | * | * | ||
PwrSh Sr Loan Portfolio | BKLN | Income: Float Rate | -1.3% | * | * | * | * | 9.1% | * | * | * | * | * | ||
BlackRock EmMkt A | BLSAX | Hedged: Long/Short | -14.5% | * | * | * | * | 3.1% | * | * | * | * | * | ||
UBS Dyn Alpha A | BNAAX | Blended | -6.2% | * | * | * | * | 5.1% | * | * | * | * | * | ||
UBS Global Alloc | BPGLX | Global Macro | -7.6% | * | * | * | * | 4.0% | * | * | * | * | * | ||
Robeco Long/Short I | BPLSX | Hedged: Long/Short | -15.5% | * | * | * | * | 14.6% | * | * | * | * | * | ||
Berkshire Hathaway Inc | BRK.A | Global Macro | 2.8% | * | * | * | * | 29.8% | * | * | * | * | * | ||
Calamos Convertible A | CCVIX | Income: Multi | 0.5% | * | * | * | * | 2.4% | * | * | * | * | * | ||
Invesco Convertible Y | CNSDX | Income: Multi | -1.5% | * | * | * | * | 0.6% | * | * | * | * | * | ||
Columbia Thermostat Z | COTZX | Risk-Driven | 0.1% | * | * | * | * | 3.9% | * | * | * | * | * | ||
IQ CPI Hedge ETF | CPI | Hedged: Abs Return | -1.7% | * | * | * | * | 2.6% | * | * | * | * | * | ||
ProShares Lg Cap | CSM | Hedged: 130-30 | -7.9% | * | * | * | * | 11.4% | * | * | * | * | * | ||
Calamos Global Growth | CVLOX | Income: Global | -9.8% | * | * | * | * | 9.3% | * | * | * | * | * | ||
Calamos Market Neu Inc | CVSIX | Hedged: Mkt Neutral | 1.5% | * | * | * | * | 7.3% | * | * | * | * | * | ||
Gugg Multi-Asset | CVY | Income: Multi | -10.8% | * | * | * | * | 8.4% | * | * | * | * | * | ||
Barclays Conv Bond | CWB | Income: Multi | -2.0% | * | * | * | * | 4.7% | * | * | * | * | * | ||
WisdmTr EM HiYld | DEM | Income: Equity | -7.7% | * | * | * | * | 14.1% | * | * | * | * | * | ||
WisdmTr EM SmCap | DGS | Income: Equity | -16.5% | * | * | * | * | 12.5% | * | * | * | * | * | ||
Diamond Hill Long-Short I | DHLSX | Hedged: Long/Short | -7.0% | * | * | * | * | 4.2% | * | * | * | * | * | ||
WisdomTree ex-US | DLN | Income: Equity | -5.8% | * | * | * | * | 8.9% | * | * | * | * | * | ||
WisdmTr Intl SmCap | DLS | Income: Equity | -18.9% | * | * | * | * | 8.2% | * | * | * | * | * | ||
Dodge & Cox Balanced | DODBX | Risk-Driven | -5.0% | * | * | * | * | 9.4% | * | * | * | * | * | ||
DFA Select Hedged | DSHGX | Global Macro | -11.7% | * | * | * | * | 13.7% | * | * | * | * | * | ||
MFS Target Return A | DVRAX | Hedged: Abs Return | -0.7% | * | * | * | * | 6.5% | * | * | * | * | * | ||
iShares Select Dividend | DVY | Income: Equity | -6.3% | * | * | * | * | -2.0% | * | * | * | * | * | ||
SPDR S&P Int'l | DWX | Income: Equity | -11.1% | * | * | * | * | 9.8% | * | * | * | * | * | ||
EatonVance GlobalMacro | EIGMX | Hedged: Abs Return | -3.3% | * | * | * | * | 5.9% | * | * | * | * | * | ||
Fidelity Balanced | FBALX | Risk-Driven | -4.0% | * | * | * | * | 11.5% | * | * | * | * | * | ||
Fidelity Convertibles | FCVSX | Income: Multi | -1.5% | * | * | * | * | 4.7% | * | * | * | * | * | ||
Fidelity Equity | FEQTX | Income: Equity | -9.7% | * | * | * | * | 10.1% | * | * | * | * | * | ||
Fidelity Muni | FHIGX | Income: Tax Exempt | 0.6% | * | * | * | * | -0.8% | * | * | * | * | * | ||
Nuveen Amer Muni | FLAAX | Income: Tax Exempt | 0.4% | * | * | * | * | -1.9% | * | * | * | * | * | ||
FPA Crescent | FPACX | Risk-Driven | -7.4% | * | * | * | * | 14.2% | * | * | * | * | * | ||
Fidelity Puritan | FPURX | Risk-Driven | -4.2% | * | * | * | * | 11.8% | * | * | * | * | * | ||
Fidelity Strategic | FSDIX | Income: Equity | -4.5% | * | * | * | * | 5.3% | * | * | * | * | * | ||
First Trust Focus 5 | FV | Sector Rotation | -8.3% | * | * | * | * | 3.6% | * | * | * | * | * | ||
Gabelli ABC AAA | GABCX | Hedged: Mkt Neutral | 0.2% | * | * | * | * | 5.7% | * | * | * | * | * | ||
Natixis ASG Global | GAFYX | Hedged: Abs Return | -6.0% | * | * | * | * | 5.8% | * | * | * | * | * | ||
Goldman Sachs Instl | GARTX | Hedged: Abs Return | -2.8% | * | * | * | * | 7.5% | * | * | * | * | * | ||
GMO Benchm-Free | GBMFX | Global Macro | -5.4% | * | * | * | * | 10.5% | * | * | * | * | * | ||
Leuthold Global | GLBIX | Global Macro | -12.8% | * | * | * | * | 6.5% | * | * | * | * | * | ||
GMO Global Alloc | GMWAX | Global Macro | -7.3% | * | * | * | * | 10.4% | * | * | * | * | * | ||
Goldman Sachs Strat Inc | GSZAX | Income: Multi | -2.4% | * | * | * | * | 4.4% | * | * | * | * | * | ||
Hedge Replication | HDG | Blended | -4.5% | * | * | * | * | 4.7% | * | * | * | * | * | ||
iShares Hi Div Equity | HDV | Income: Equity | -3.0% | * | * | * | * | 6.6% | * | * | * | * | * | ||
ETF: SPDR Inc Alloc | INKM | Income: Multi | -5.3% | * | * | * | * | 2.9% | * | * | * | * | * | ||
Ivy Asset Strategy | IVAEX | Global Macro | -19.3% | * | * | * | * | 11.5% | * | * | * | * | * | ||
iSh MultiAsset Income | IYLD | Income: Multi | -4.8% | * | * | * | * | 4.6% | * | * | * | * | * | ||
Janus Balanced | JANBX | Risk-Driven | 0.6% | * | * | * | * | 5.9% | * | * | * | * | * | ||
Jhancock Global Abs Ret I | JHAIX | Hedged: Abs Return | -5.1% | * | * | * | * | 5.5% | * | * | * | * | * | ||
JPMorgan Mkt Neutral A | JMNAX | Hedged: Mkt Neutral | 1.9% | * | * | * | * | 8.4% | * | * | * | * | * | ||
KCM MacroTrends | KCMTX | Hedged: Long/Short | -4.5% | * | * | * | * | 3.9% | * | * | * | * | * | ||
Inst: Forward Select | KIFYX | Income: Multi | -8.5% | * | * | * | * | -5.7% | * | * | * | * | * | ||
Columbia Div Income | LBSAX | Income: Equity | -4.6% | * | * | * | * | 9.8% | * | * | * | * | * | ||
Invesco Divers Dividend | LCEIX | Income: Equity | -7.7% | * | * | * | * | 7.0% | * | * | * | * | * | ||
Leuthold Core | LCORX | Global Macro | -6.2% | * | * | * | * | 9.2% | * | * | * | * | * | ||
Lord Abbett Float Rate | LFRAX | Income: Float Rate | -0.2% | * | * | * | * | 1.0% | * | * | * | * | * | ||
Loomis Global Eq A | LGMAX | Income: Global | -5.2% | * | * | * | * | 12.8% | * | * | * | * | * | ||
Loomis Global Eq Y | LSWWX | Global Macro | -5.0% | * | * | * | * | 13.1% | * | * | * | * | * | ||
BlackRock Global I | MALOX | Global Macro | -7.4% | * | * | * | * | 7.2% | * | * | * | * | * | ||
BlackRock Eq Dividend | MDDVX | Income: Equity | -7.4% | * | * | * | * | 3.8% | * | * | * | * | * | ||
FirstTrust Multi-Asset | MDIV | Income: Multi | -5.8% | * | * | * | * | 0.2% | * | * | * | * | * | ||
BlackRock Nat'l Muni | MDNLX | Income: Tax Exempt | 0.4% | * | * | * | * | -1.4% | * | * | * | * | * | ||
MainStay Marketfield A | MFADX | Hedged: Long/Short | -13.4% | * | * | * | * | 8.0% | * | * | * | * | * | ||
MFS Global Tot Ret | MFWIX | Global Macro | -7.0% | * | * | * | * | 8.0% | * | * | * | * | * | ||
Aberdeen Long-Short A | MLSAX | Hedged: Long/Short | -3.8% | * | * | * | * | 2.0% | * | * | * | * | * | ||
IQ Merger Arbitrage | MNA | Hedged: Arbitrage | 2.1% | * | * | * | * | -1.1% | * | * | * | * | * | ||
MainStay Int'l Opp | MYITX | Hedged: 130-30 | -23.5% | * | * | * | * | 16.0% | * | * | * | * | * | ||
Grimaldi Sector | NAVFX | Sector Rotation | -5.3% | * | * | * | * | 13.1% | * | * | * | * | * | ||
Neuberger Berman Eq Inc | NBHAX | Income: Global | -5.8% | * | * | * | * | 2.4% | * | * | * | * | * | ||
Nuveen Preferred I | NPSRX | Income: Multi | -5.7% | * | * | * | * | -5.8% | * | * | * | * | * | ||
Putnam Abs Ret 100 Y | PARYX | Hedged: Abs Return | 2.2% | * | * | * | * | -0.1% | * | * | * | * | * | ||
PIMCO All-Asset | PAUIX | Global Macro | -6.1% | * | * | * | * | -0.8% | * | * | * | * | * | ||
DWA Tech Leaders | PDP | Blended | -6.0% | * | * | * | * | 10.6% | * | * | * | * | * | ||
iShr Preferred ETF | PFF | Income: Multi | -4.6% | * | * | * | * | -1.2% | * | * | * | * | * | ||
PIMCO Global Multi | PGAIX | Global Macro | * | * | * | * | * | * | * | * | * | ||||
PowerSh Preferred ETF | PGX | Income: Multi | -4.0% | * | * | * | * | -3.7% | * | * | * | * | * | ||
PowerShares Intl Div | PID | Income: Equity | -11.4% | * | * | * | * | 6.9% | * | * | * | * | * | ||
Principal GlobMultiStrat | PMSAX | Blended | -4.6% | * | * | * | * | 4.8% | * | * | * | * | * | ||
Pimco Income P | PONPX | Income: Multi | 0.4% | * | * | * | * | -1.6% | * | * | * | * | * | ||
Principal Preferred | PPSIX | Income: Multi | -4.5% | * | * | * | * | 0.5% | * | * | * | * | * | ||
T. Rowe Equity Income | PRFDX | Income: Equity | -9.3% | * | * | * | * | 5.1% | * | * | * | * | * | ||
T. Rowe Summit Muni | PRINX | Income: Tax Exempt | 0.4% | * | * | * | * | -1.4% | * | * | * | * | * | ||
T. Rowe Global Bond | PRSNX | Income: Multi | 0.4% | * | * | * | * | -3.8% | * | * | * | * | * | ||
iSh Global Energy | PWC | Blended | -6.4% | * | * | * | * | 13.3% | * | * | * | * | * | ||
Putnam Abs Ret 300 Y | PYTRX | Hedged: Abs Return | 0.9% | * | * | * | * | 0.2% | * | * | * | * | * | ||
IQ Hedge Multi-Strat | QAI | Blended | -3.3% | * | * | * | * | 6.7% | * | * | * | * | * | ||
MultiAsset ETF | RLY | Hedged: Abs Return | -11.7% | * | * | * | * | 1.5% | * | * | * | * | * | ||
Hundredfold Select | SFHYX | Blended | -3.0% | * | * | * | * | -1.6% | * | * | * | * | * | ||
Sound Mind Investing | SMIFX | Momentum | -8.7% | * | * | * | * | 3.1% | * | * | * | * | * | ||
Schwab Div Equity | SWDSX | Income: Equity | -12.0% | * | * | * | * | 5.1% | * | * | * | * | * | ||
Schwab Balanced | SWOBX | Risk-Driven | -4.3% | * | * | * | * | 7.2% | * | * | * | * | * | ||
Thornburg Inv Income A | TIBAX | Income: Global | -4.5% | * | * | * | * | 14.4% | * | * | * | * | * | ||
Thornburg Inv Income Y | TIBIX | Global Macro | -4.2% | * | * | * | * | 14.7% | * | * | * | * | * | ||
T. Rowe Retire Balanced | TRRIX | Income: Multi | -3.3% | * | * | * | * | 1.2% | * | * | * | * | * | ||
Vanguard LifeStrat Growth | VASGX | Risk-Driven | -6.9% | * | * | * | * | 10.6% | * | * | * | * | * | ||
Vanguard LifeStrategy | VASIX | Income: Multi | -1.1% | * | * | * | * | 1.5% | * | * | * | * | * | ||
Vanguard Balanced | VBIAX | Risk-Driven | -2.9% | * | * | * | * | 8.2% | * | * | * | * | * | ||
Vanguard Equity | VEIPX | Income: Equity | -5.7% | * | * | * | * | 7.7% | * | * | * | * | * | ||
VALIC Global Strat | VGLSX | Global Macro | -8.3% | * | * | * | * | 7.0% | * | * | * | * | * | ||
Vanguard STAR Inv | VGSTX | Risk-Driven | -5.3% | * | * | * | * | 8.1% | * | * | * | * | * | ||
ValueLine AssetAlloc | VLAAX | Risk-Driven | 2.0% | * | * | * | * | 5.8% | * | * | * | * | * | ||
Vanguard Market Neutral | VMNFX | Hedged: Mkt Neutral | -0.2% | * | * | * | * | 10.8% | * | * | * | * | * | ||
Vanguard Target Retire | VTINX | Income: Multi | -2.0% | * | * | * | * | 3.3% | * | * | * | * | * | ||
Vanguard Wellington Inv | VWELX | Risk-Driven | -3.4% | * | * | * | * | 7.7% | * | * | * | * | * | ||
Vanguard Wellesley Adm | VWIAX | Income: Multi | -2.5% | * | * | * | * | 2.7% | * | * | * | * | * | ||
Vanguard Wellesley Inv | VWINX | Risk-Driven | -2.6% | * | * | * | * | 2.6% | * | * | * | * | * | ||
Vanguard LT Tax-Exempt | VWLTX | Income: Tax Exempt | 0.9% | * | * | * | * | -0.9% | * | * | * | * | * | ||
Vanguard Hi Div Yld ETF | VYM | Income: Equity | -5.9% | * | * | * | * | 7.2% | * | * | * | * | * | ||
WF Asset Allocation | WFAIX | Risk-Driven | -2.6% | * | * | * | * | 7.6% | * | * | * | * | * | ||
FundX Upgrader | XCOR | Momentum | -3.7% | * | * | * | * | -0.8% | * | * | * | * | * |