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Tactical: Managed, ranked by Sharpe

for period ending March 31, 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.
   Sharpe Total Return, annualized
Recipe NameIDCategory1 year3 year5 year7 year10 year15 year 1 year3 year5 year7 year10 year15 year
  Group average2.52***** 33.1%*****
 
AQR Divers NADANXHedged: Arbitrage3.47***** 41.2%*****
AlphaClone AlternativeALFAHedged: Long/Short2.58***** 71.0%*****
S&P AggressiveAOARisk-Driven2.93***** 43.8%*****
S&P ConservativeAOKRisk-Driven2.46***** 16.8%*****
S&P ModerateAOMRisk-Driven2.67***** 21.1%*****
S&P GrowthAORRisk-Driven2.87***** 32.2%*****
Arbitrage IARBNXHedged: Arbitrage3.05***** 10.4%*****
Am Century Target DateARTOXIncome: Multi2.83***** 25.3%*****
Absolute Strategies IASFIXHedged: Abs Return-1.26***** -6.0%*****
Dreyfus Alpha IAVGRXBlended1.65***** 13.8%*****
BlackRock Strat Inc OppBASIXIncome: Multi3.42***** 13.8%*****
Ibbotson BalancedBETFXRisk-Driven2.67***** 33.3%*****
PwrSh Sr Loan PortfolioBKLNIncome: Float Rate2.65***** 11.5%*****
BlackRock EmMkt ABLSAXHedged: Long/Short3.80***** 62.4%*****
UBS Dyn Alpha ABNAAXBlended2.58***** 19.3%*****
UBS Global AllocBPGLXGlobal Macro2.69***** 36.4%*****
Robeco Long/Short IBPLSXHedged: Long/Short1.49***** 31.7%*****
Berkshire Hathaway IncBRK.AGlobal Macro1.72***** 41.8%*****
Calamos Convertible ACCVIXIncome: Multi3.05***** 71.7%*****
Invesco Convertible YCNSDXIncome: Multi3.11***** 63.3%*****
Columbia Thermostat ZCOTZXRisk-Driven2.71***** 30.3%*****
IQ CPI Hedge ETFCPIHedged: Abs Return1.48***** 4.0%*****
ProShares Lg CapCSMHedged: 130-302.63***** 56.1%*****
Calamos Global GrowthCVLOXIncome: Global3.24***** 64.1%*****
Calamos Market Neu IncCVSIXHedged: Mkt Neutral3.10***** 10.8%*****
Gugg Multi-AssetCVYIncome: Multi2.86***** 73.5%*****
Barclays Conv BondCWBIncome: Multi3.23***** 78.9%*****
WisdmTr EM HiYldDEMIncome: Equity2.46***** 44.6%*****
WisdmTr EM SmCapDGSIncome: Equity3.57***** 62.0%*****
Diamond Hill Long-Short IDHLSXHedged: Long/Short2.43***** 41.6%*****
WisdomTree ex-USDLNIncome: Equity2.33***** 45.5%*****
WisdmTr Intl SmCapDLSIncome: Equity3.32***** 54.4%*****
Dodge & Cox BalancedDODBXRisk-Driven2.81***** 50.0%*****
DFA Select Hedged DSHGXGlobal Macro3.41***** 64.7%*****
WisdmTr Top 100DTNIncome: Equity2.59***** 51.1%*****
MFS Target Return ADVRAXHedged: Abs Return1.98***** 11.4%*****
iShares Select DividendDVYIncome: Equity2.95***** 61.3%*****
SPDR S&P Int'lDWXIncome: Equity2.11***** 29.3%*****
EatonVance GlobalMacroEIGMXHedged: Abs Return2.83***** 10.7%*****
Fidelity BalancedFBALXRisk-Driven3.13***** 48.4%*****
Fidelity ConvertiblesFCVSXIncome: Multi3.10***** 68.3%*****
Fidelity EquityFEQTXIncome: Equity2.41***** 53.0%*****
Fidelity MuniFHIGXIncome: Tax Exempt1.10***** 6.5%*****
Nuveen Amer MuniFLAAXIncome: Tax Exempt1.35***** 8.5%*****
FPA CrescentFPACXRisk-Driven3.37***** 54.8%*****
Fidelity PuritanFPURXRisk-Driven3.03***** 41.8%*****
Fidelity StrategicFSDIXIncome: Equity2.68***** 41.4%*****
FundX UpgraderFUNDXMomentum2.64***** 55.2%*****
First Trust Focus 5FVSector Rotation2.81***** 73.6%*****
Gabelli ABC AAAGABCXHedged: Mkt Neutral4.06***** 11.6%*****
Natixis ASG GlobalGAFYXHedged: Abs Return1.62***** 6.8%*****
Goldman Sachs Instl GARTXHedged: Abs Return2.64***** 16.7%*****
GMO Benchm-FreeGBMFXGlobal Macro2.72***** 22.0%*****
Goldman DynamicGDIFXGlobal Macro-1.64***** -8.0%*****
Leuthold GlobalGLBIXGlobal Macro3.05***** 31.7%*****
GMO Global AllocGMWAXGlobal Macro3.28***** 33.4%*****
Goldman Sachs Strat IncGSZAXIncome: Multi2.16***** 15.1%*****
Hedge ReplicationHDGBlended2.95***** 21.7%*****
iShares Hi Div EquityHDVIncome: Equity1.76***** 38.2%*****
Hancock Horizon InstHHQTXHedged: Long/Short2.54***** 20.0%*****
ETF: SPDR Inc AllocINKMIncome: Multi2.78***** 31.1%*****
Ivy Asset StrategyIVAEXGlobal Macro2.75***** 45.1%*****
IVA WorldwideIVWIXGlobal Macro2.47***** 29.9%*****
iSh MultiAsset IncomeIYLDIncome: Multi1.95***** 22.7%*****
Janus BalancedJANBXRisk-Driven2.56***** 31.3%*****
Jhancock Global Abs Ret IJHAIXHedged: Abs Return1.35***** 9.5%*****
JPMorgan Mkt Neutral AJMNAXHedged: Mkt Neutral0.68***** 3.2%*****
KCM MacroTrendsKCMTXHedged: Long/Short1.98***** 27.3%*****
Inst: Forward SelectKIFYXIncome: Multi2.89***** 49.2%*****
Columbia Div IncomeLBSAXIncome: Equity2.57***** 45.3%*****
Invesco Divers DividendLCEIXIncome: Equity2.64***** 43.7%*****
Leuthold CoreLCORXGlobal Macro3.25***** 31.2%*****
Lord Abbett Float RateLFRAXIncome: Float Rate4.27***** 18.7%*****
Loomis Global Eq ALGMAXIncome: Global2.61***** 36.6%*****
Loomis Global Eq YLSWWXGlobal Macro2.63***** 37.0%*****
BlackRock Global IMALOXGlobal Macro2.83***** 40.6%*****
IQ Hedge Macro ETFMCROBlended2.97***** 19.1%*****
BlackRock Eq DividendMDDVXIncome: Equity2.42***** 52.8%*****
FirstTrust Multi-AssetMDIVIncome: Multi2.26***** 45.7%*****
BlackRock Nat'l MuniMDNLXIncome: Tax Exempt1.40***** 7.2%*****
MainStay Marketfield AMFADXHedged: Long/Short3.11***** 51.3%*****
MFS Global Tot RetMFWIXGlobal Macro2.64***** 30.2%*****
Aberdeen Long-Short AMLSAXHedged: Long/Short2.75***** 58.1%*****
IQ Merger ArbitrageMNAHedged: Arbitrage1.84***** 11.8%*****
MainStay Int'l OppMYITXHedged: 130-302.62***** 40.7%*****
Grimaldi SectorNAVFXSector Rotation2.99***** 49.7%*****
Neuberger Berman Eq IncNBHAXIncome: Global3.00***** 40.3%*****
Nuveen Preferred INPSRXIncome: Multi3.03***** 26.6%*****
Putnam Abs Ret 100 YPARYXHedged: Abs Return3.12***** 6.6%*****
PIMCO All-AssetPAUIXGlobal Macro3.12***** 37.5%*****
Putnam 700 YPDMYXHedged: Abs Return-0.84***** -4.2%*****
DWA Tech LeadersPDPBlended2.52***** 57.8%*****
iShr Preferred ETFPFFIncome: Multi2.21***** 26.9%*****
PIMCO Global MultiPGAIXGlobal Macro *****  *****
PowerSh Preferred ETFPGXIncome: Multi1.78***** 19.4%*****
PowerShares Intl DivPIDIncome: Equity2.59***** 52.4%*****
Principal GlobMultiStratPMSAXBlended3.37***** 17.2%*****
Pimco Income PPONPXIncome: Multi3.70***** 14.3%*****
Principal PreferredPPSIXIncome: Multi2.58***** 20.2%*****
T. Rowe Equity IncomePRFDXIncome: Equity2.68***** 60.4%*****
T. Rowe Summit MuniPRINXIncome: Tax Exempt1.24***** 7.5%*****
T. Rowe Global BondPRSNXIncome: Multi2.98***** 17.8%*****
iSh Global EnergyPWCBlended3.14***** 58.8%*****
Putnam Abs Ret 300 YPYTRXHedged: Abs Return4.57***** 10.8%*****
IQ Hedge Multi-StratQAIBlended2.64***** 13.9%*****
IQ Hedge ETFQMNHedged: Mkt Neutral2.58***** 10.6%*****
RAFI Long-ShortRALSHedged: Long/Short0.53***** 3.7%*****
RiverFront GlobalGroRLTSXGlobal Macro2.97***** 50.2%*****
MultiAsset ETFRLYHedged: Abs Return2.81***** 42.4%*****
Hundredfold SelectSFHYXBlended3.87***** 36.4%*****
Sound Mind InvestingSMIFXMomentum2.92***** 62.4%*****
Schwab Div EquitySWDSXIncome: Equity2.67***** 49.6%*****
Schwab Hedged EqSWHEXHedged: Long/Short1.47***** 18.3%*****
Schwab BalancedSWOBXRisk-Driven2.60***** 33.0%*****
Thornburg Inv Income ATIBAXIncome: Global2.60***** 47.5%*****
Thornburg Inv Income YTIBIXGlobal Macro2.62***** 47.9%*****
T. Rowe Retire BalancedTRRIXIncome: Multi3.15***** 27.8%*****
Vanguard LifeStrat GrowthVASGXRisk-Driven2.93***** 45.3%*****
Vanguard LifeStrategyVASIXIncome: Multi2.02***** 10.8%*****
Vanguard BalancedVBIAXRisk-Driven2.72***** 34.8%*****
Vanguard EquityVEIPXIncome: Equity2.57***** 47.4%*****
VALIC Global StratVGLSXGlobal Macro2.63***** 23.7%*****
Vanguard STAR InvVGSTXRisk-Driven3.00***** 42.9%*****
ValueLine AssetAllocVLAAXRisk-Driven1.99***** 24.9%*****
Vanguard Market NeutralVMNFXHedged: Mkt Neutral-0.02***** -0.3%*****
Vanguard Managed PayoutVPGDXIncome: Multi3.14***** 32.6%*****
Vanguard Target RetireVTINXIncome: Multi2.64***** 17.0%*****
Vanguard Wellington InvVWELXRisk-Driven2.63***** 32.8%*****
Vanguard Wellesley AdmVWIAXIncome: Multi2.10***** 18.4%*****
Vanguard Wellesley InvVWINXRisk-Driven2.10***** 18.4%*****
Vanguard LT Tax-Exempt VWLTXIncome: Tax Exempt1.18***** 6.4%*****
Vanguard Hi Div Yld ETFVYMIncome: Equity2.55***** 47.9%*****
WF Asset AllocationWFAIXRisk-Driven2.42***** 29.9%*****