Tactical: Managed, ranked by Historical Return

for period ending August 31, 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.

Recipe Name	ID	Category	2018	2019	2020	2021	2022	1 year	3 year	5 year	7 year	10 year	15 year
			Historical Return						Total Return, annualized
		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%	*	*	*	*	*

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