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Tactical: Managed, ranked by Sharpe

for period ending November 30, 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.
   Sharpe Total Return, annualized
Recipe NameIDCategory1 year3 year5 year7 year10 year15 year 1 year3 year5 year7 year10 year15 year
  Group average-0.05***** 4.2%*****
 
AQR Divers NADANXHedged: Arbitrage-0.56***** 3.2%*****
S&P AggressiveAOARisk-Driven0.32***** 8.9%*****
S&P ConservativeAOKRisk-Driven-0.05***** 4.0%*****
S&P ModerateAOMRisk-Driven0.08***** 5.3%*****
S&P GrowthAORRisk-Driven0.20***** 6.9%*****
Arbitrage IARBNXHedged: Arbitrage0.09***** 5.3%*****
Am Century Target DateARTOXIncome: Multi-0.00***** 4.5%*****
Absolute Strategies IASFIXHedged: Abs Return-1.95***** -10.4%*****
Dreyfus Alpha IAVGRXBlended-0.46***** 2.3%*****
BlackRock Strat Inc OppBASIXIncome: Multi-1.16***** -0.0%*****
Ibbotson BalancedBETFXRisk-Driven-0.00***** 4.3%*****
PwrSh Sr Loan PortfolioBKLNIncome: Float Rate1.04***** 9.8%*****
BlackRock EmMkt ABLSAXHedged: Long/Short-0.04***** 2.5%*****
UBS Global AllocBPGLXGlobal Macro-0.16***** 2.3%*****
Robeco Long/Short IBPLSXHedged: Long/Short0.48***** 10.0%*****
Berkshire Hathaway IncBRK.AGlobal Macro0.66***** 13.7%*****
Calamos Convertible ACCVIXIncome: Multi-0.18***** 1.9%*****
Invesco Convertible YCNSDXIncome: Multi-0.42***** 0.2%*****
Columbia Thermostat ZCOTZXRisk-Driven0.11***** 5.7%*****
IQ CPI Hedge ETFCPIHedged: Abs Return-0.14***** 3.7%*****
ProShares Lg CapCSMHedged: 130-300.30***** 9.0%*****
Calamos Global GrowthCVLOXIncome: Global0.11***** 5.7%*****
Calamos Market Neu IncCVSIXHedged: Mkt Neutral0.98***** 7.9%*****
Gugg Multi-AssetCVYIncome: Multi0.12***** 5.6%*****
Barclays Conv BondCWBIncome: Multi0.05***** 4.9%*****
WisdmTr EM HiYldDEMIncome: Equity0.45***** 11.6%*****
WisdmTr EM SmCapDGSIncome: Equity0.44***** 11.3%*****
Diamond Hill Long-Short IDHLSXHedged: Long/Short0.23***** 7.1%*****
WisdomTree ex-USDLNIncome: Equity-0.22***** 1.3%*****
WisdmTr Intl SmCapDLSIncome: Equity0.16***** 6.5%*****
Dodge & Cox BalancedDODBXRisk-Driven0.15***** 6.2%*****
DFA Select Hedged DSHGXGlobal Macro0.33***** 9.3%*****
MFS Target Return ADVRAXHedged: Abs Return0.44***** 7.2%*****
iShares Select DividendDVYIncome: Equity-0.71***** -7.3%*****
SPDR S&P Int'lDWXIncome: Equity0.35***** 9.2%*****
EatonVance GlobalMacroEIGMXHedged: Abs Return-0.39***** 3.7%*****
Fidelity BalancedFBALXRisk-Driven0.46***** 10.7%*****
Fidelity ConvertiblesFCVSXIncome: Multi-0.12***** 3.2%*****
Fidelity EquityFEQTXIncome: Equity-0.09***** 2.7%*****
Fidelity MuniFHIGXIncome: Tax Exempt-0.35***** 1.3%*****
Nuveen Amer MuniFLAAXIncome: Tax Exempt-0.43***** 0.6%*****
FPA CrescentFPACXRisk-Driven0.53***** 11.1%*****
Fidelity PuritanFPURXRisk-Driven0.51***** 11.3%*****
Fidelity StrategicFSDIXIncome: Equity-0.23***** 1.6%*****
First Trust Focus 5FVSector Rotation-0.26***** -2.7%*****
Gabelli ABC AAAGABCXHedged: Mkt Neutral-0.04***** 4.8%*****
Natixis ASG GlobalGAFYXHedged: Abs Return-0.53***** 2.4%*****
Goldman Sachs Instl GARTXHedged: Abs Return0.13***** 5.7%*****
GMO Benchm-FreeGBMFXGlobal Macro0.34***** 7.9%*****
Leuthold GlobalGLBIXGlobal Macro-0.20***** 2.7%*****
GMO Global AllocGMWAXGlobal Macro0.31***** 8.1%*****
Goldman Sachs Strat IncGSZAXIncome: Multi0.18***** 5.6%*****
Hedge ReplicationHDGBlended-0.20***** 3.8%*****
iShares Hi Div EquityHDVIncome: Equity-0.73***** -4.1%*****
ETF: SPDR Inc AllocINKMIncome: Multi-0.11***** 2.9%*****
Ivy Asset StrategyIVAEXGlobal Macro0.42***** 9.9%*****
iSh MultiAsset IncomeIYLDIncome: Multi0.07***** 5.3%*****
Janus BalancedJANBXRisk-Driven0.08***** 5.3%*****
Jhancock Global Abs Ret IJHAIXHedged: Abs Return-0.47***** 1.8%*****
JPMorgan Mkt Neutral AJMNAXHedged: Mkt Neutral2.34***** 11.1%*****
KCM MacroTrendsKCMTXHedged: Long/Short0.11***** 5.7%*****
Inst: Forward SelectKIFYXIncome: Multi-0.23***** 0.2%*****
Columbia Div IncomeLBSAXIncome: Equity-0.16***** 2.2%*****
Invesco Divers DividendLCEIXIncome: Equity-0.32***** -0.6%*****
Leuthold CoreLCORXGlobal Macro0.11***** 5.6%*****
Lord Abbett Float RateLFRAXIncome: Float Rate-0.83***** 2.3%*****
Loomis Global Eq ALGMAXIncome: Global0.41***** 10.9%*****
Loomis Global Eq YLSWWXGlobal Macro0.43***** 11.2%*****
BlackRock Global IMALOXGlobal Macro0.21***** 6.9%*****
BlackRock Eq DividendMDDVXIncome: Equity-0.05***** 3.2%*****
FirstTrust Multi-AssetMDIVIncome: Multi-0.04***** 3.4%*****
BlackRock Nat'l MuniMDNLXIncome: Tax Exempt-0.51***** 0.9%*****
MainStay Marketfield AMFADXHedged: Long/Short-0.25***** 2.3%*****
MFS Global Tot RetMFWIXGlobal Macro-0.11***** 3.0%*****
Aberdeen Long-Short AMLSAXHedged: Long/Short-0.32***** -4.8%*****
IQ Merger ArbitrageMNAHedged: Arbitrage-1.89***** -1.0%*****
MainStay Int'l OppMYITXHedged: 130-300.14***** 6.2%*****
Grimaldi SectorNAVFXSector Rotation0.36***** 9.9%*****
Neuberger Berman Eq IncNBHAXIncome: Global-0.65***** -4.4%*****
Nuveen Preferred INPSRXIncome: Multi-0.50***** -1.7%*****
Putnam Abs Ret 100 YPARYXHedged: Abs Return-1.27***** 1.8%*****
PIMCO All-AssetPAUIXGlobal Macro-0.42***** -0.7%*****
DWA Tech LeadersPDPBlended0.12***** 5.7%*****
iShr Preferred ETFPFFIncome: Multi-0.05***** 3.0%*****
PIMCO Global MultiPGAIXGlobal Macro *****  *****
PowerSh Preferred ETFPGXIncome: Multi-0.08***** 1.2%*****
PowerShares Intl DivPIDIncome: Equity0.07***** 4.8%*****
Principal GlobMultiStratPMSAXBlended-0.16***** 4.2%*****
Pimco Income PPONPXIncome: Multi-0.76***** -0.1%*****
Principal PreferredPPSIXIncome: Multi-0.02***** 4.4%*****
T. Rowe Equity IncomePRFDXIncome: Equity-0.24***** -0.3%*****
T. Rowe Summit MuniPRINXIncome: Tax Exempt-0.34***** 1.3%*****
T. Rowe Global BondPRSNXIncome: Multi-0.42***** 2.2%*****
iSh Global EnergyPWCBlended-0.01***** 3.4%*****
Putnam Abs Ret 300 YPYTRXHedged: Abs Return-0.71***** -0.2%*****
IQ Hedge Multi-StratQAIBlended0.32***** 6.7%*****
MultiAsset ETFRLYHedged: Abs Return-0.47***** -2.2%*****
Hundredfold SelectSFHYXBlended-0.27***** 2.3%*****
Sound Mind InvestingSMIFXMomentum-0.60***** -1.6%*****
Schwab Div EquitySWDSXIncome: Equity-0.54***** -2.7%*****
Schwab BalancedSWOBXRisk-Driven0.27***** 7.7%*****
Thornburg Inv Income ATIBAXIncome: Global0.54***** 10.7%*****
Thornburg Inv Income YTIBIXGlobal Macro0.56***** 10.9%*****
T. Rowe Retire BalancedTRRIXIncome: Multi-0.29***** 2.1%*****
Vanguard LifeStrat GrowthVASGXRisk-Driven0.30***** 8.6%*****
Vanguard LifeStrategyVASIXIncome: Multi-0.23***** 2.6%*****
Vanguard BalancedVBIAXRisk-Driven0.28***** 8.0%*****
Vanguard EquityVEIPXIncome: Equity-0.40***** -1.6%*****
VALIC Global StratVGLSXGlobal Macro0.24***** 7.4%*****
Vanguard STAR InvVGSTXRisk-Driven0.18***** 6.8%*****
ValueLine AssetAllocVLAAXRisk-Driven0.24***** 7.8%*****
Vanguard Market NeutralVMNFXHedged: Mkt Neutral1.25***** 14.0%*****
Vanguard Target RetireVTINXIncome: Multi-0.08***** 3.9%*****
Vanguard Wellington InvVWELXRisk-Driven0.21***** 6.9%*****
Vanguard Wellesley AdmVWIAXIncome: Multi-0.36***** 0.9%*****
Vanguard Wellesley InvVWINXRisk-Driven-0.37***** 0.8%*****
Vanguard LT Tax-Exempt VWLTXIncome: Tax Exempt-0.33***** 1.0%*****
Vanguard Hi Div Yld ETFVYMIncome: Equity-0.49***** -2.6%*****
WF Asset AllocationWFAIXRisk-Driven0.23***** 7.3%*****
FundX UpgraderXCORMomentum0.09***** 5.2%*****