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Tactical: Managed, ranked by Sharpe

for period ending September 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.
   Sharpe Total Return, annualized
Recipe NameIDCategory1 year3 year5 year7 year10 year15 year 1 year3 year5 year7 year10 year15 year
  Group average1.65***** 17.6%*****
 
AQR Divers NADANXHedged: Arbitrage1.72***** 20.6%*****
AlphaClone AlternativeALFAHedged: Long/Short1.40***** 29.0%*****
S&P AggressiveAOARisk-Driven1.85***** 22.4%*****
S&P ConservativeAOKRisk-Driven1.48***** 8.0%*****
S&P ModerateAOMRisk-Driven1.63***** 10.8%*****
S&P GrowthAORRisk-Driven1.76***** 16.5%*****
Arbitrage IARBNXHedged: Arbitrage1.34***** 4.4%*****
Am Century Target DateARTOXIncome: Multi1.82***** 13.0%*****
Absolute Strategies IASFIXHedged: Abs Return-1.48***** -8.5%*****
Dreyfus Alpha IAVGRXBlended1.41***** 10.8%*****
BlackRock Strat Inc OppBASIXIncome: Multi1.63***** 5.1%*****
Ibbotson BalancedBETFXRisk-Driven1.81***** 18.8%*****
PwrSh Sr Loan PortfolioBKLNIncome: Float Rate1.55***** 5.0%*****
BlackRock EmMkt ABLSAXHedged: Long/Short1.02***** 14.5%*****
UBS Dyn Alpha ABNAAXBlended1.81***** 11.6%*****
UBS Global AllocBPGLXGlobal Macro1.62***** 18.7%*****
Robeco Long/Short IBPLSXHedged: Long/Short1.59***** 33.7%*****
Berkshire Hathaway IncBRK.AGlobal Macro1.39***** 28.6%*****
Calamos Convertible ACCVIXIncome: Multi1.47***** 22.5%*****
Invesco Convertible YCNSDXIncome: Multi1.55***** 22.7%*****
Columbia Thermostat ZCOTZXRisk-Driven1.86***** 13.5%*****
IQ CPI Hedge ETFCPIHedged: Abs Return0.91***** 1.8%*****
ProShares Lg CapCSMHedged: 130-302.04***** 32.6%*****
Calamos Global GrowthCVLOXIncome: Global1.68***** 23.8%*****
Calamos Market Neu IncCVSIXHedged: Mkt Neutral2.38***** 5.1%*****
Gugg Multi-AssetCVYIncome: Multi2.51***** 50.4%*****
Barclays Conv BondCWBIncome: Multi1.54***** 26.8%*****
WisdmTr EM HiYldDEMIncome: Equity1.76***** 29.8%*****
WisdmTr EM SmCapDGSIncome: Equity2.27***** 34.4%*****
Diamond Hill Long-Short IDHLSXHedged: Long/Short1.99***** 30.5%*****
WisdomTree ex-USDLNIncome: Equity1.63***** 25.9%*****
WisdmTr Intl SmCapDLSIncome: Equity1.90***** 27.8%*****
Dodge & Cox BalancedDODBXRisk-Driven2.09***** 32.0%*****
DFA Select Hedged DSHGXGlobal Macro2.18***** 33.8%*****
WisdmTr Top 100DTNIncome: Equity1.72***** 28.5%*****
MFS Target Return ADVRAXHedged: Abs Return0.94***** 4.7%*****
iShares Select DividendDVYIncome: Equity2.32***** 45.6%*****
SPDR S&P Int'lDWXIncome: Equity1.18***** 16.7%*****
EatonVance GlobalMacroEIGMXHedged: Abs Return2.57***** 4.8%*****
Fidelity BalancedFBALXRisk-Driven2.07***** 23.5%*****
Fidelity ConvertiblesFCVSXIncome: Multi1.68***** 28.5%*****
Fidelity EquityFEQTXIncome: Equity1.80***** 33.7%*****
Fidelity MuniFHIGXIncome: Tax Exempt1.34***** 4.5%*****
Nuveen Amer MuniFLAAXIncome: Tax Exempt1.42***** 6.2%*****
FPA CrescentFPACXRisk-Driven2.15***** 33.6%*****
Fidelity PuritanFPURXRisk-Driven2.00***** 19.8%*****
Fidelity StrategicFSDIXIncome: Equity1.99***** 24.7%*****
FundX UpgraderFUNDXMomentum1.29***** 19.6%*****
First Trust Focus 5FVSector Rotation1.92***** 34.2%*****
Gabelli ABC AAAGABCXHedged: Mkt Neutral2.88***** 5.7%*****
Natixis ASG GlobalGAFYXHedged: Abs Return0.70***** 4.0%*****
Goldman Sachs Instl GARTXHedged: Abs Return1.67***** 10.6%*****
GMO Benchm-FreeGBMFXGlobal Macro1.45***** 9.0%*****
Goldman DynamicGDIFXGlobal Macro-0.72***** -5.0%*****
Leuthold GlobalGLBIXGlobal Macro1.80***** 18.0%*****
GMO Global AllocGMWAXGlobal Macro1.69***** 16.0%*****
Goldman Sachs Strat IncGSZAXIncome: Multi0.87***** 3.5%*****
Hedge ReplicationHDGBlended1.72***** 12.1%*****
iShares Hi Div EquityHDVIncome: Equity1.43***** 21.4%*****
Hancock Horizon InstHHQTXHedged: Long/Short1.40***** 11.4%*****
ETF: SPDR Inc AllocINKMIncome: Multi1.93***** 17.5%*****
Ivy Asset StrategyIVAEXGlobal Macro1.63***** 21.2%*****
iSh MultiAsset IncomeIYLDIncome: Multi1.14***** 10.1%*****
Janus BalancedJANBXRisk-Driven1.60***** 16.7%*****
Jhancock Global Abs Ret IJHAIXHedged: Abs Return1.41***** 9.9%*****
JPMorgan Mkt Neutral AJMNAXHedged: Mkt Neutral0.06***** 0.3%*****
KCM MacroTrendsKCMTXHedged: Long/Short2.43***** 29.2%*****
Inst: Forward SelectKIFYXIncome: Multi2.48***** 22.6%*****
Columbia Div IncomeLBSAXIncome: Equity1.72***** 26.3%*****
Invesco Divers DividendLCEIXIncome: Equity1.81***** 27.1%*****
Leuthold CoreLCORXGlobal Macro1.77***** 16.4%*****
Lord Abbett Float RateLFRAXIncome: Float Rate3.38***** 9.4%*****
Loomis Global Eq ALGMAXIncome: Global1.62***** 16.7%*****
Loomis Global Eq YLSWWXGlobal Macro1.63***** 17.0%*****
BlackRock Global IMALOXGlobal Macro1.40***** 16.6%*****
IQ Hedge Macro ETFMCROBlended0.93***** 4.7%*****
BlackRock Eq DividendMDDVXIncome: Equity1.77***** 34.7%*****
FirstTrust Multi-AssetMDIVIncome: Multi2.38***** 28.6%*****
BlackRock Nat'l MuniMDNLXIncome: Tax Exempt1.18***** 3.7%*****
MainStay Marketfield AMFADXHedged: Long/Short1.01***** 11.0%*****
MFS Global Tot RetMFWIXGlobal Macro1.51***** 15.8%*****
Aberdeen Long-Short AMLSAXHedged: Long/Short2.15***** 36.5%*****
IQ Merger ArbitrageMNAHedged: Arbitrage0.00***** -0.0%*****
MainStay Int'l OppMYITXHedged: 130-301.51***** 21.6%*****
Grimaldi SectorNAVFXSector Rotation1.87***** 20.0%*****
Neuberger Berman Eq IncNBHAXIncome: Global1.79***** 20.9%*****
Nuveen Preferred INPSRXIncome: Multi3.43***** 12.1%*****
Putnam Abs Ret 100 YPARYXHedged: Abs Return4.12***** 2.1%*****
PIMCO All-AssetPAUIXGlobal Macro2.43***** 26.6%*****
Putnam 700 YPDMYXHedged: Abs Return-0.47***** -2.4%*****
DWA Tech LeadersPDPBlended1.15***** 17.0%*****
iShr Preferred ETFPFFIncome: Multi1.71***** 11.4%*****
PIMCO Global MultiPGAIXGlobal Macro *****  *****
PowerSh Preferred ETFPGXIncome: Multi1.21***** 7.2%*****
PowerShares Intl DivPIDIncome: Equity2.20***** 42.7%*****
Principal GlobMultiStratPMSAXBlended1.82***** 8.0%*****
Pimco Income PPONPXIncome: Multi2.32***** 6.9%*****
Principal PreferredPPSIXIncome: Multi2.72***** 8.2%*****
T. Rowe Equity IncomePRFDXIncome: Equity2.01***** 41.8%*****
T. Rowe Summit MuniPRINXIncome: Tax Exempt1.48***** 4.9%*****
T. Rowe Global BondPRSNXIncome: Multi1.66***** 4.9%*****
iSh Global EnergyPWCBlended1.78***** 27.4%*****
Putnam Abs Ret 300 YPYTRXHedged: Abs Return0.51***** 1.7%*****
IQ Hedge Multi-StratQAIBlended1.02***** 4.5%*****
IQ Hedge ETFQMNHedged: Mkt Neutral1.08***** 3.7%*****
RAFI Long-ShortRALSHedged: Long/Short0.92***** 7.0%*****
RiverFront GlobalGroRLTSXGlobal Macro1.58***** 22.5%*****
MultiAsset ETFRLYHedged: Abs Return2.42***** 33.9%*****
Hundredfold SelectSFHYXBlended2.25***** 20.6%*****
Sound Mind InvestingSMIFXMomentum1.54***** 27.6%*****
Schwab Div EquitySWDSXIncome: Equity2.15***** 34.3%*****
Schwab Hedged EqSWHEXHedged: Long/Short2.05***** 19.9%*****
Schwab BalancedSWOBXRisk-Driven1.82***** 17.0%*****
Thornburg Inv Income ATIBAXIncome: Global1.88***** 30.6%*****
Thornburg Inv Income YTIBIXGlobal Macro1.88***** 30.9%*****
T. Rowe Retire BalancedTRRIXIncome: Multi2.12***** 14.2%*****
Vanguard LifeStrat GrowthVASGXRisk-Driven1.81***** 22.5%*****
Vanguard LifeStrategyVASIXIncome: Multi1.03***** 4.5%*****
Vanguard BalancedVBIAXRisk-Driven1.83***** 18.0%*****
Vanguard EquityVEIPXIncome: Equity1.93***** 30.7%*****
VALIC Global StratVGLSXGlobal Macro1.34***** 12.1%*****
Vanguard STAR InvVGSTXRisk-Driven1.78***** 20.3%*****
ValueLine AssetAllocVLAAXRisk-Driven1.13***** 11.8%*****
Vanguard Market NeutralVMNFXHedged: Mkt Neutral0.98***** 7.6%*****
Vanguard Managed PayoutVPGDXIncome: Multi2.17***** 20.2%*****
Vanguard Target RetireVTINXIncome: Multi1.59***** 8.5%*****
Vanguard Wellington InvVWELXRisk-Driven1.95***** 20.2%*****
Vanguard Wellesley AdmVWIAXIncome: Multi1.58***** 11.3%*****
Vanguard Wellesley InvVWINXRisk-Driven1.58***** 11.2%*****
Vanguard LT Tax-Exempt VWLTXIncome: Tax Exempt1.08***** 3.6%*****
Vanguard Hi Div Yld ETFVYMIncome: Equity1.95***** 31.6%*****
WF Asset AllocationWFAIXRisk-Driven1.67***** 16.4%*****