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Tactical: Managed, ranked by Historical Return

for period ending October 31, 2022
 
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 NameIDCategory20172018201920202021 1 year3 year5 year7 year10 year15 year
  Group average12.2%**** -11.2%*****
 
AQR Divers NADANXHedged: Arbitrage5.6%**** -4.9%*****
S&P AggressiveAOARisk-Driven20.0%**** -18.1%*****
S&P ConservativeAOKRisk-Driven9.7%**** -16.1%*****
S&P ModerateAOMRisk-Driven11.6%**** -16.5%*****
S&P GrowthAORRisk-Driven15.8%**** -17.4%*****
Arbitrage IARBNXHedged: Arbitrage2.9%**** -0.6%*****
Am Century Target DateARTOXIncome: Multi10.2%**** -14.5%*****
Absolute Strategies IASFIXHedged: Abs Return-8.4%**** 5.0%*****
Dreyfus Alpha IAVGRXBlended7.7%**** -10.5%*****
BlackRock Strat Inc OppBASIXIncome: Multi4.6%**** -8.7%*****
Ibbotson BalancedBETFXRisk-Driven13.3%**** -14.7%*****
PwrSh Sr Loan PortfolioBKLNIncome: Float Rate2.1%**** -2.5%*****
BlackRock EmMkt ABLSAXHedged: Long/Short14.3%**** -32.1%*****
UBS Dyn Alpha ABNAAXBlended4.1%**** -8.2%*****
UBS Global AllocBPGLXGlobal Macro17.1%**** -18.0%*****
Robeco Long/Short IBPLSXHedged: Long/Short2.8%**** 9.7%*****
Berkshire Hathaway IncBRK.AGlobal Macro21.9%**** 2.8%*****
Calamos Convertible ACCVIXIncome: Multi14.3%**** -22.2%*****
Invesco Convertible YCNSDXIncome: Multi10.7%**** -17.3%*****
Columbia Thermostat ZCOTZXRisk-Driven5.5%**** -14.8%*****
IQ CPI Hedge ETFCPIHedged: Abs Return3.0%**** -7.6%*****
ProShares Lg CapCSMHedged: 130-3022.5%**** -12.5%*****
Calamos Global GrowthCVLOXIncome: Global20.1%**** -23.9%*****
Calamos Market Neu IncCVSIXHedged: Mkt Neutral4.6%**** -5.2%*****
Gugg Multi-AssetCVYIncome: Multi15.9%**** -9.0%*****
Barclays Conv BondCWBIncome: Multi14.0%**** -24.4%*****
WisdmTr EM HiYldDEMIncome: Equity26.2%**** -18.7%*****
WisdmTr EM SmCapDGSIncome: Equity37.5%**** -20.2%*****
Diamond Hill Long-Short IDHLSXHedged: Long/Short6.0%**** -8.1%*****
WisdomTree ex-USDLNIncome: Equity18.2%**** -0.5%*****
WisdmTr Intl SmCapDLSIncome: Equity31.8%**** -26.5%*****
Dodge & Cox BalancedDODBXRisk-Driven12.6%**** -9.3%*****
DFA Select Hedged DSHGXGlobal Macro22.7%**** -13.7%*****
MFS Target Return ADVRAXHedged: Abs Return6.2%**** -7.8%*****
iShares Select DividendDVYIncome: Equity14.8%**** 3.4%*****
SPDR S&P Int'lDWXIncome: Equity18.9%**** -20.1%*****
EatonVance GlobalMacroEIGMXHedged: Abs Return4.3%**** -5.2%*****
Fidelity BalancedFBALXRisk-Driven16.5%**** -17.4%*****
Fidelity ConvertiblesFCVSXIncome: Multi9.7%**** -16.9%*****
Fidelity EquityFEQTXIncome: Equity14.1%**** -1.7%*****
Fidelity MuniFHIGXIncome: Tax Exempt6.6%**** -14.8%*****
Nuveen Amer MuniFLAAXIncome: Tax Exempt8.0%**** -20.2%*****
FPA CrescentFPACXRisk-Driven10.4%**** -13.6%*****
Fidelity PuritanFPURXRisk-Driven18.7%**** -16.9%*****
Fidelity StrategicFSDIXIncome: Equity12.2%**** -9.9%*****
FundX UpgraderFUNDXMomentum15.4%**** -25.3%*****
First Trust Focus 5FVSector Rotation20.0%**** -2.7%*****
Gabelli ABC AAAGABCXHedged: Mkt Neutral2.2%**** -1.5%*****
Natixis ASG GlobalGAFYXHedged: Abs Return10.9%**** -1.5%*****
Goldman Sachs Instl GARTXHedged: Abs Return6.9%**** -8.1%*****
GMO Benchm-FreeGBMFXGlobal Macro13.0%**** -6.7%*****
Leuthold GlobalGLBIXGlobal Macro16.7%**** -7.7%*****
GMO Global AllocGMWAXGlobal Macro15.7%**** -16.8%*****
Goldman Sachs Strat IncGSZAXIncome: Multi-0.5%**** -5.6%*****
Hedge ReplicationHDGBlended5.6%**** -11.8%*****
iShares Hi Div EquityHDVIncome: Equity13.4%**** 8.6%*****
ETF: SPDR Inc AllocINKMIncome: Multi13.9%**** -15.4%*****
Ivy Asset StrategyIVAEXGlobal Macro18.8%**** -16.7%*****
iSh MultiAsset IncomeIYLDIncome: Multi10.9%**** -20.0%*****
Janus BalancedJANBXRisk-Driven18.5%**** -16.4%*****
Jhancock Global Abs Ret IJHAIXHedged: Abs Return3.7%**** -3.9%*****
JPMorgan Mkt Neutral AJMNAXHedged: Mkt Neutral5.4%**** -2.7%*****
KCM MacroTrendsKCMTXHedged: Long/Short22.5%**** -22.3%*****
Inst: Forward SelectKIFYXIncome: Multi1.8%**** -16.0%*****
Columbia Div IncomeLBSAXIncome: Equity20.5%**** -5.2%*****
Invesco Divers DividendLCEIXIncome: Equity8.2%**** -0.8%*****
Leuthold CoreLCORXGlobal Macro15.8%**** -6.4%*****
Lord Abbett Float RateLFRAXIncome: Float Rate3.8%**** -5.0%*****
Loomis Global Eq ALGMAXIncome: Global21.8%**** -24.9%*****
Loomis Global Eq YLSWWXGlobal Macro22.1%**** -24.8%*****
BlackRock Global IMALOXGlobal Macro13.6%**** -22.7%*****
IQ Hedge Macro ETFMCROBlended7.9%**** -12.5%*****
BlackRock Eq DividendMDDVXIncome: Equity16.4%**** -13.0%*****
FirstTrust Multi-AssetMDIVIncome: Multi5.6%**** -2.8%*****
BlackRock Nat'l MuniMDNLXIncome: Tax Exempt5.2%**** -15.2%*****
MainStay Marketfield AMFADXHedged: Long/Short20.8%**** 2.9%*****
MFS Global Tot RetMFWIXGlobal Macro15.5%**** -14.6%*****
Aberdeen Long-Short AMLSAXHedged: Long/Short12.8%**** -8.7%*****
IQ Merger ArbitrageMNAHedged: Arbitrage6.0%**** -3.7%*****
MainStay Int'l OppMYITXHedged: 130-3022.9%**** -25.9%*****
Grimaldi SectorNAVFXSector Rotation20.4%**** -16.6%*****
Neuberger Berman Eq IncNBHAXIncome: Global12.8%**** -1.8%*****
Nuveen Preferred INPSRXIncome: Multi11.2%**** -14.7%*****
Putnam Abs Ret 100 YPARYXHedged: Abs Return3.5%**** -6.4%*****
PIMCO All-AssetPAUIXGlobal Macro12.0%**** -18.2%*****
Putnam 700 YPDMYXHedged: Abs Return10.1%**** 4.7%*****
DWA Tech LeadersPDPBlended23.3%**** -23.4%*****
iShr Preferred ETFPFFIncome: Multi8.1%**** -18.8%*****
PIMCO Global MultiPGAIXGlobal Macro ****  *****
PowerSh Preferred ETFPGXIncome: Multi10.5%**** -21.5%*****
PowerShares Intl DivPIDIncome: Equity19.0%**** -8.2%*****
Principal GlobMultiStratPMSAXBlended6.2%**** -1.8%*****
Pimco Income PPONPXIncome: Multi8.5%**** -12.2%*****
Principal PreferredPPSIXIncome: Multi10.5%**** -13.6%*****
T. Rowe Equity IncomePRFDXIncome: Equity16.2%**** -2.8%*****
T. Rowe Summit MuniPRINXIncome: Tax Exempt5.9%**** -15.0%*****
T. Rowe Global BondPRSNXIncome: Multi6.5%**** -18.2%*****
iSh Global EnergyPWCBlended20.2%**** -12.7%*****
Putnam Abs Ret 300 YPYTRXHedged: Abs Return5.5%**** -3.5%*****
IQ Hedge Multi-StratQAIBlended6.2%**** -12.1%*****
IQ Hedge ETFQMNHedged: Mkt Neutral2.5%**** -8.1%*****
MultiAsset ETFRLYHedged: Abs Return9.5%**** 4.8%*****
Hundredfold SelectSFHYXBlended9.0%**** -10.4%*****
Sound Mind InvestingSMIFXMomentum17.5%**** -10.4%*****
Schwab Div EquitySWDSXIncome: Equity15.7%**** -5.0%*****
Schwab BalancedSWOBXRisk-Driven15.5%**** -18.9%*****
Thornburg Inv Income ATIBAXIncome: Global14.8%**** -9.9%*****
Thornburg Inv Income YTIBIXGlobal Macro15.2%**** -9.7%*****
T. Rowe Retire BalancedTRRIXIncome: Multi10.4%**** -15.9%*****
Vanguard LifeStrat GrowthVASGXRisk-Driven19.2%**** -18.9%*****
Vanguard LifeStrategyVASIXIncome: Multi7.0%**** -15.6%*****
Vanguard BalancedVBIAXRisk-Driven13.9%**** -16.2%*****
Vanguard EquityVEIPXIncome: Equity18.4%**** 0.7%*****
VALIC Global StratVGLSXGlobal Macro13.6%**** -19.1%*****
Vanguard STAR InvVGSTXRisk-Driven18.3%**** -21.1%*****
ValueLine AssetAllocVLAAXRisk-Driven14.9%**** -16.9%*****
Vanguard Market NeutralVMNFXHedged: Mkt Neutral-4.9%**** 22.3%*****
Vanguard Managed PayoutVPGDXIncome: Multi13.3%**** -11.2%*****
Vanguard Target RetireVTINXIncome: Multi8.5%**** -14.1%*****
Vanguard Wellington InvVWELXRisk-Driven14.7%**** -14.2%*****
Vanguard Wellesley AdmVWIAXIncome: Multi10.2%**** -11.4%*****
Vanguard Wellesley InvVWINXRisk-Driven10.2%**** -11.5%*****
Vanguard LT Tax-Exempt VWLTXIncome: Tax Exempt6.4%**** -15.3%*****
Vanguard Hi Div Yld ETFVYMIncome: Equity16.4%**** 1.2%*****
WF Asset AllocationWFAIXRisk-Driven12.4%**** -15.0%*****