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Tactical: Managed, ranked by Historical Return

for period ending June 30, 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.
   Historical Return Total Return, annualized
Recipe NameIDCategory20162017201820192020 1 year3 year5 year7 year10 year15 year
  Group average6.7%**** 23.8%*****
 
AQR Divers NADANXHedged: Arbitrage7.3%**** 30.1%*****
AlphaClone AlternativeALFAHedged: Long/Short-6.1%**** 49.3%*****
S&P AggressiveAOARisk-Driven7.8%**** 31.0%*****
S&P ConservativeAOKRisk-Driven5.0%**** 11.3%*****
S&P ModerateAOMRisk-Driven5.7%**** 15.2%*****
S&P GrowthAORRisk-Driven6.7%**** 23.0%*****
Arbitrage IARBNXHedged: Arbitrage3.6%**** 7.1%*****
Am Century Target DateARTOXIncome: Multi5.9%**** 17.4%*****
Absolute Strategies IASFIXHedged: Abs Return2.6%**** -8.4%*****
Dreyfus Alpha IAVGRXBlended0.1%**** 13.3%*****
BlackRock Strat Inc OppBASIXIncome: Multi3.3%**** 8.1%*****
Ibbotson BalancedBETFXRisk-Driven8.5%**** 23.6%*****
PwrSh Sr Loan PortfolioBKLNIncome: Float Rate9.2%**** 7.1%*****
BlackRock EmMkt ABLSAXHedged: Long/Short1.4%**** 40.7%*****
UBS Dyn Alpha ABNAAXBlended-1.9%**** 14.2%*****
UBS Global AllocBPGLXGlobal Macro1.6%**** 25.9%*****
Robeco Long/Short IBPLSXHedged: Long/Short22.5%**** 25.3%*****
Berkshire Hathaway IncBRK.AGlobal Macro23.4%**** 56.6%*****
Calamos Convertible ACCVIXIncome: Multi4.4%**** 35.2%*****
Invesco Convertible YCNSDXIncome: Multi6.1%**** 36.0%*****
Columbia Thermostat ZCOTZXRisk-Driven4.7%**** 19.4%*****
IQ CPI Hedge ETFCPIHedged: Abs Return1.4%**** 1.9%*****
ProShares Lg CapCSMHedged: 130-3013.3%**** 41.4%*****
Calamos Global GrowthCVLOXIncome: Global0.7%**** 38.0%*****
Calamos Market Neu IncCVSIXHedged: Mkt Neutral4.7%**** 6.8%*****
Gugg Multi-AssetCVYIncome: Multi16.3%**** 53.8%*****
Barclays Conv BondCWBIncome: Multi10.6%**** 46.9%*****
WisdmTr EM HiYldDEMIncome: Equity22.5%**** 33.1%*****
WisdmTr EM SmCapDGSIncome: Equity15.4%**** 45.6%*****
Diamond Hill Long-Short IDHLSXHedged: Long/Short10.5%**** 30.0%*****
WisdomTree ex-USDLNIncome: Equity15.5%**** 32.8%*****
WisdmTr Intl SmCapDLSIncome: Equity6.8%**** 38.3%*****
Dodge & Cox BalancedDODBXRisk-Driven16.6%**** 37.9%*****
DFA Select Hedged DSHGXGlobal Macro12.8%**** 44.9%*****
WisdmTr Top 100DTNIncome: Equity18.2%**** 36.2%*****
MFS Target Return ADVRAXHedged: Abs Return-3.7%**** 7.9%*****
iShares Select DividendDVYIncome: Equity21.6%**** 50.0%*****
SPDR S&P Int'lDWXIncome: Equity14.0%**** 23.4%*****
EatonVance GlobalMacroEIGMXHedged: Abs Return4.0%**** 5.7%*****
Fidelity BalancedFBALXRisk-Driven7.0%**** 33.4%*****
Fidelity ConvertiblesFCVSXIncome: Multi6.0%**** 45.2%*****
Fidelity EquityFEQTXIncome: Equity15.9%**** 38.6%*****
Fidelity MuniFHIGXIncome: Tax Exempt-0.1%**** 6.7%*****
Nuveen Amer MuniFLAAXIncome: Tax Exempt0.2%**** 8.4%*****
FPA CrescentFPACXRisk-Driven10.3%**** 39.0%*****
Fidelity PuritanFPURXRisk-Driven5.0%**** 29.8%*****
Fidelity StrategicFSDIXIncome: Equity12.7%**** 31.8%*****
FundX UpgraderFUNDXMomentum5.1%**** 35.2%*****
First Trust Focus 5FVSector Rotation-0.5%**** 47.3%*****
Gabelli ABC AAAGABCXHedged: Mkt Neutral3.1%**** 8.6%*****
Natixis ASG GlobalGAFYXHedged: Abs Return-4.2%**** 6.3%*****
Goldman Sachs Instl GARTXHedged: Abs Return4.5%**** 15.3%*****
GMO Benchm-FreeGBMFXGlobal Macro1.8%**** 13.7%*****
Goldman DynamicGDIFXGlobal Macro6.4%**** -2.6%*****
Leuthold GlobalGLBIXGlobal Macro1.7%**** 24.4%*****
GMO Global AllocGMWAXGlobal Macro5.6%**** 23.4%*****
Goldman Sachs Strat IncGSZAXIncome: Multi2.1%**** 6.6%*****
Hedge ReplicationHDGBlended2.0%**** 14.3%*****
iShares Hi Div EquityHDVIncome: Equity15.9%**** 23.6%*****
Hancock Horizon InstHHQTXHedged: Long/Short3.5%**** 15.6%*****
ETF: SPDR Inc AllocINKMIncome: Multi6.5%**** 22.0%*****
Ivy Asset StrategyIVAEXGlobal Macro-5.2%**** 30.8%*****
iSh MultiAsset IncomeIYLDIncome: Multi9.7%**** 13.2%*****
Janus BalancedJANBXRisk-Driven4.5%**** 24.3%*****
Jhancock Global Abs Ret IJHAIXHedged: Abs Return-2.5%**** 10.0%*****
JPMorgan Mkt Neutral AJMNAXHedged: Mkt Neutral-2.4%**** 1.7%*****
KCM MacroTrendsKCMTXHedged: Long/Short7.0%**** 38.2%*****
Inst: Forward SelectKIFYXIncome: Multi14.1%**** 30.6%*****
Columbia Div IncomeLBSAXIncome: Equity13.1%**** 35.6%*****
Invesco Divers DividendLCEIXIncome: Equity14.3%**** 33.2%*****
Leuthold CoreLCORXGlobal Macro4.5%**** 23.0%*****
Lord Abbett Float RateLFRAXIncome: Float Rate9.9%**** 12.4%*****
Loomis Global Eq ALGMAXIncome: Global4.4%**** 25.6%*****
Loomis Global Eq YLSWWXGlobal Macro4.7%**** 26.0%*****
BlackRock Global IMALOXGlobal Macro4.1%**** 28.5%*****
IQ Hedge Macro ETFMCROBlended1.1%**** 11.2%*****
BlackRock Eq DividendMDDVXIncome: Equity16.0%**** 39.8%*****
FirstTrust Multi-AssetMDIVIncome: Multi11.2%**** 30.7%*****
BlackRock Nat'l MuniMDNLXIncome: Tax Exempt0.1%**** 5.2%*****
MainStay Marketfield AMFADXHedged: Long/Short-3.6%**** 26.7%*****
MFS Global Tot RetMFWIXGlobal Macro5.6%**** 21.7%*****
Aberdeen Long-Short AMLSAXHedged: Long/Short2.2%**** 42.1%*****
IQ Merger ArbitrageMNAHedged: Arbitrage4.6%**** 8.8%*****
MainStay Int'l OppMYITXHedged: 130-30-0.8%**** 30.5%*****
Grimaldi SectorNAVFXSector Rotation3.9%**** 30.9%*****
Neuberger Berman Eq IncNBHAXIncome: Global14.9%**** 32.3%*****
Nuveen Preferred INPSRXIncome: Multi5.3%**** 17.2%*****
Putnam Abs Ret 100 YPARYXHedged: Abs Return2.4%**** 2.7%*****
PIMCO All-AssetPAUIXGlobal Macro13.7%**** 29.5%*****
Putnam 700 YPDMYXHedged: Abs Return3.0%**** -0.5%*****
DWA Tech LeadersPDPBlended2.3%**** 33.1%*****
iShr Preferred ETFPFFIncome: Multi1.3%**** 19.1%*****
PIMCO Global MultiPGAIXGlobal Macro ****  *****
PowerSh Preferred ETFPGXIncome: Multi0.9%**** 14.0%*****
PowerShares Intl DivPIDIncome: Equity10.4%**** 49.7%*****
Principal GlobMultiStratPMSAXBlended2.9%**** 12.4%*****
Pimco Income PPONPXIncome: Multi8.6%**** 9.5%*****
Principal PreferredPPSIXIncome: Multi3.7%**** 12.1%*****
T. Rowe Equity IncomePRFDXIncome: Equity19.3%**** 47.8%*****
T. Rowe Summit MuniPRINXIncome: Tax Exempt0.4%**** 7.1%*****
T. Rowe Global BondPRSNXIncome: Multi6.9%**** 8.3%*****
iSh Global EnergyPWCBlended11.9%**** 39.2%*****
Putnam Abs Ret 300 YPYTRXHedged: Abs Return2.2%**** 4.3%*****
IQ Hedge Multi-StratQAIBlended0.7%**** 8.5%*****
IQ Hedge ETFQMNHedged: Mkt Neutral2.2%**** 6.2%*****
RAFI Long-ShortRALSHedged: Long/Short4.6%**** 4.0%*****
RiverFront GlobalGroRLTSXGlobal Macro4.4%**** 35.1%*****
MultiAsset ETFRLYHedged: Abs Return12.0%**** 37.2%*****
Hundredfold SelectSFHYXBlended9.0%**** 33.4%*****
Sound Mind InvestingSMIFXMomentum7.6%**** 45.9%*****
Schwab Div EquitySWDSXIncome: Equity10.9%**** 38.4%*****
Schwab Hedged EqSWHEXHedged: Long/Short13.6%**** 19.8%*****
Schwab BalancedSWOBXRisk-Driven5.3%**** 23.1%*****
Thornburg Inv Income ATIBAXIncome: Global9.5%**** 32.4%*****
Thornburg Inv Income YTIBIXGlobal Macro9.9%**** 32.8%*****
T. Rowe Retire BalancedTRRIXIncome: Multi6.5%**** 18.9%*****
Vanguard LifeStrat GrowthVASGXRisk-Driven8.3%**** 31.9%*****
Vanguard LifeStrategyVASIXIncome: Multi4.6%**** 7.0%*****
Vanguard BalancedVBIAXRisk-Driven8.8%**** 24.8%*****
Vanguard EquityVEIPXIncome: Equity14.7%**** 37.7%*****
VALIC Global StratVGLSXGlobal Macro5.3%**** 18.9%*****
Vanguard STAR InvVGSTXRisk-Driven6.6%**** 29.4%*****
ValueLine AssetAllocVLAAXRisk-Driven5.8%**** 16.1%*****
Vanguard Market NeutralVMNFXHedged: Mkt Neutral2.5%**** 1.8%*****
Vanguard Managed PayoutVPGDXIncome: Multi7.5%**** 26.5%*****
Vanguard Target RetireVTINXIncome: Multi5.3%**** 12.0%*****
Vanguard Wellington InvVWELXRisk-Driven11.0%**** 26.0%*****
Vanguard Wellesley AdmVWIAXIncome: Multi8.1%**** 13.6%*****
Vanguard Wellesley InvVWINXRisk-Driven8.1%**** 13.5%*****
Vanguard LT Tax-Exempt VWLTXIncome: Tax Exempt0.6%**** 5.6%*****
Vanguard Hi Div Yld ETFVYMIncome: Equity17.0%**** 37.2%*****
WF Asset AllocationWFAIXRisk-Driven7.8%**** 22.3%*****