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Tactical: Managed, ranked by Sortino

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.
   Sortino Total Return, annualized
Recipe NameIDCategory1 year3 year5 year7 year10 year15 year 1 year3 year5 year7 year10 year15 year
  Group average400.3%***** 33.1%*****
 
AQR Divers NADANXHedged: Arbitrage10.2%***** 41.2%*****
AlphaClone AlternativeALFAHedged: Long/Short8.7%***** 71.0%*****
S&P AggressiveAOARisk-Driven11.7%***** 43.8%*****
S&P ConservativeAOKRisk-Driven10.5%***** 16.8%*****
S&P ModerateAOMRisk-Driven10.3%***** 21.1%*****
S&P GrowthAORRisk-Driven11.5%***** 32.2%*****
Arbitrage IARBNXHedged: Arbitrage112.7%***** 10.4%*****
Am Century Target DateARTOXIncome: Multi13.3%***** 25.3%*****
Absolute Strategies IASFIXHedged: Abs Return-1.4%***** -6.0%*****
Dreyfus Alpha IAVGRXBlended4.1%***** 13.8%*****
BlackRock Strat Inc OppBASIXIncome: Multi39.7%***** 13.8%*****
Ibbotson BalancedBETFXRisk-Driven11.7%***** 33.3%*****
PwrSh Sr Loan PortfolioBKLNIncome: Float Rate12.0%***** 11.5%*****
BlackRock EmMkt ABLSAXHedged: Long/Short32.7%***** 62.4%*****
UBS Dyn Alpha ABNAAXBlended11.3%***** 19.3%*****
UBS Global AllocBPGLXGlobal Macro13.6%***** 36.4%*****
Robeco Long/Short IBPLSXHedged: Long/Short3.5%***** 31.7%*****
Berkshire Hathaway IncBRK.AGlobal Macro5.1%***** 41.8%*****
Calamos Convertible ACCVIXIncome: Multi13.8%***** 71.7%*****
Invesco Convertible YCNSDXIncome: Multi11.7%***** 63.3%*****
Columbia Thermostat ZCOTZXRisk-Driven15.1%***** 30.3%*****
IQ CPI Hedge ETFCPIHedged: Abs Return3.8%***** 4.0%*****
ProShares Lg CapCSMHedged: 130-308.5%***** 56.1%*****
Calamos Global GrowthCVLOXIncome: Global16.2%***** 64.1%*****
Calamos Market Neu IncCVSIXHedged: Mkt Neutral20.7%***** 10.8%*****
Gugg Multi-AssetCVYIncome: Multi11.9%***** 73.5%*****
Barclays Conv BondCWBIncome: Multi12.7%***** 78.9%*****
WisdmTr EM HiYldDEMIncome: Equity10.2%***** 44.6%*****
WisdmTr EM SmCapDGSIncome: Equity25.3%***** 62.0%*****
Diamond Hill Long-Short IDHLSXHedged: Long/Short9.2%***** 41.6%*****
WisdomTree ex-USDLNIncome: Equity8.9%***** 45.5%*****
WisdmTr Intl SmCapDLSIncome: Equity16.5%***** 54.4%*****
Dodge & Cox BalancedDODBXRisk-Driven18.2%***** 50.0%*****
DFA Select Hedged DSHGXGlobal Macro21.4%***** 64.7%*****
WisdmTr Top 100DTNIncome: Equity14.0%***** 51.1%*****
MFS Target Return ADVRAXHedged: Abs Return4.7%***** 11.4%*****
iShares Select DividendDVYIncome: Equity17.3%***** 61.3%*****
SPDR S&P Int'lDWXIncome: Equity6.1%***** 29.3%*****
EatonVance GlobalMacroEIGMXHedged: Abs Return19.4%***** 10.7%*****
Fidelity BalancedFBALXRisk-Driven15.2%***** 48.4%*****
Fidelity ConvertiblesFCVSXIncome: Multi14.4%***** 68.3%*****
Fidelity EquityFEQTXIncome: Equity11.8%***** 53.0%*****
Fidelity MuniFHIGXIncome: Tax Exempt1.9%***** 6.5%*****
Nuveen Amer MuniFLAAXIncome: Tax Exempt2.7%***** 8.5%*****
FPA CrescentFPACXRisk-Driven16.2%***** 54.8%*****
Fidelity PuritanFPURXRisk-Driven11.8%***** 41.8%*****
Fidelity StrategicFSDIXIncome: Equity10.6%***** 41.4%*****
FundX UpgraderFUNDXMomentum10.9%***** 55.2%*****
First Trust Focus 5FVSector Rotation10.4%***** 73.6%*****
Gabelli ABC AAAGABCXHedged: Mkt Neutral1212.9%***** 11.6%*****
Natixis ASG GlobalGAFYXHedged: Abs Return4.1%***** 6.8%*****
Goldman Sachs Instl GARTXHedged: Abs Return10.2%***** 16.7%*****
GMO Benchm-FreeGBMFXGlobal Macro22.5%***** 22.0%*****
Goldman DynamicGDIFXGlobal Macro-1.8%***** -8.0%*****
Leuthold GlobalGLBIXGlobal Macro11.6%***** 31.7%*****
GMO Global AllocGMWAXGlobal Macro17.3%***** 33.4%*****
Goldman Sachs Strat IncGSZAXIncome: Multi6.4%***** 15.1%*****
Hedge ReplicationHDGBlended14.4%***** 21.7%*****
iShares Hi Div EquityHDVIncome: Equity6.0%***** 38.2%*****
Hancock Horizon InstHHQTXHedged: Long/Short6.8%***** 20.0%*****
ETF: SPDR Inc AllocINKMIncome: Multi18.1%***** 31.1%*****
Ivy Asset StrategyIVAEXGlobal Macro9.6%***** 45.1%*****
IVA WorldwideIVWIXGlobal Macro9.5%***** 29.9%*****
iSh MultiAsset IncomeIYLDIncome: Multi7.5%***** 22.7%*****
Janus BalancedJANBXRisk-Driven8.2%***** 31.3%*****
Jhancock Global Abs Ret IJHAIXHedged: Abs Return3.6%***** 9.5%*****
JPMorgan Mkt Neutral AJMNAXHedged: Mkt Neutral0.9%***** 3.2%*****
KCM MacroTrendsKCMTXHedged: Long/Short4.9%***** 27.3%*****
Inst: Forward SelectKIFYXIncome: Multi33.8%***** 49.2%*****
Columbia Div IncomeLBSAXIncome: Equity10.3%***** 45.3%*****
Invesco Divers DividendLCEIXIncome: Equity12.8%***** 43.7%*****
Leuthold CoreLCORXGlobal Macro13.9%***** 31.2%*****
Lord Abbett Float RateLFRAXIncome: Float Rate49865.8%***** 18.7%*****
Loomis Global Eq ALGMAXIncome: Global10.4%***** 36.6%*****
Loomis Global Eq YLSWWXGlobal Macro10.6%***** 37.0%*****
BlackRock Global IMALOXGlobal Macro14.7%***** 40.6%*****
IQ Hedge Macro ETFMCROBlended9.7%***** 19.1%*****
BlackRock Eq DividendMDDVXIncome: Equity12.1%***** 52.8%*****
FirstTrust Multi-AssetMDIVIncome: Multi8.5%***** 45.7%*****
BlackRock Nat'l MuniMDNLXIncome: Tax Exempt3.1%***** 7.2%*****
MainStay Marketfield AMFADXHedged: Long/Short18.5%***** 51.3%*****
MFS Global Tot RetMFWIXGlobal Macro12.0%***** 30.2%*****
Aberdeen Long-Short AMLSAXHedged: Long/Short9.7%***** 58.1%*****
IQ Merger ArbitrageMNAHedged: Arbitrage6.0%***** 11.8%*****
MainStay Int'l OppMYITXHedged: 130-308.6%***** 40.7%*****
Grimaldi SectorNAVFXSector Rotation10.4%***** 49.7%*****
Neuberger Berman Eq IncNBHAXIncome: Global15.1%***** 40.3%*****
Nuveen Preferred INPSRXIncome: Multi31.5%***** 26.6%*****
Putnam Abs Ret 100 YPARYXHedged: Abs Return121.5%***** 6.6%*****
PIMCO All-AssetPAUIXGlobal Macro19.0%***** 37.5%*****
Putnam 700 YPDMYXHedged: Abs Return-1.0%***** -4.2%*****
DWA Tech LeadersPDPBlended12.5%***** 57.8%*****
iShr Preferred ETFPFFIncome: Multi11.2%***** 26.9%*****
PIMCO Global MultiPGAIXGlobal Macro *****  *****
PowerSh Preferred ETFPGXIncome: Multi5.9%***** 19.4%*****
PowerShares Intl DivPIDIncome: Equity11.5%***** 52.4%*****
Principal GlobMultiStratPMSAXBlended14.1%***** 17.2%*****
Pimco Income PPONPXIncome: Multi30.7%***** 14.3%*****
Principal PreferredPPSIXIncome: Multi33.1%***** 20.2%*****
T. Rowe Equity IncomePRFDXIncome: Equity12.7%***** 60.4%*****
T. Rowe Summit MuniPRINXIncome: Tax Exempt2.3%***** 7.5%*****
T. Rowe Global BondPRSNXIncome: Multi18.9%***** 17.8%*****
iSh Global EnergyPWCBlended10.6%***** 58.8%*****
Putnam Abs Ret 300 YPYTRXHedged: Abs Return43.2%***** 10.8%*****
IQ Hedge Multi-StratQAIBlended10.9%***** 13.9%*****
IQ Hedge ETFQMNHedged: Mkt Neutral12.2%***** 10.6%*****
RAFI Long-ShortRALSHedged: Long/Short1.0%***** 3.7%*****
RiverFront GlobalGroRLTSXGlobal Macro11.7%***** 50.2%*****
MultiAsset ETFRLYHedged: Abs Return9.4%***** 42.4%*****
Hundredfold SelectSFHYXBlended13.7%***** 36.4%*****
Sound Mind InvestingSMIFXMomentum17.0%***** 62.4%*****
Schwab Div EquitySWDSXIncome: Equity11.2%***** 49.6%*****
Schwab Hedged EqSWHEXHedged: Long/Short3.2%***** 18.3%*****
Schwab BalancedSWOBXRisk-Driven9.1%***** 33.0%*****
Thornburg Inv Income ATIBAXIncome: Global10.6%***** 47.5%*****
Thornburg Inv Income YTIBIXGlobal Macro10.7%***** 47.9%*****
T. Rowe Retire BalancedTRRIXIncome: Multi15.6%***** 27.8%*****
Vanguard LifeStrat GrowthVASGXRisk-Driven13.2%***** 45.3%*****
Vanguard LifeStrategyVASIXIncome: Multi8.2%***** 10.8%*****
Vanguard BalancedVBIAXRisk-Driven11.7%***** 34.8%*****
Vanguard EquityVEIPXIncome: Equity12.9%***** 47.4%*****
VALIC Global StratVGLSXGlobal Macro9.1%***** 23.7%*****
Vanguard STAR InvVGSTXRisk-Driven17.4%***** 42.9%*****
ValueLine AssetAllocVLAAXRisk-Driven6.0%***** 24.9%*****
Vanguard Market NeutralVMNFXHedged: Mkt Neutral-0.0%***** -0.3%*****
Vanguard Managed PayoutVPGDXIncome: Multi13.6%***** 32.6%*****
Vanguard Target RetireVTINXIncome: Multi13.6%***** 17.0%*****
Vanguard Wellington InvVWELXRisk-Driven10.7%***** 32.8%*****
Vanguard Wellesley AdmVWIAXIncome: Multi8.8%***** 18.4%*****
Vanguard Wellesley InvVWINXRisk-Driven8.8%***** 18.4%*****
Vanguard LT Tax-Exempt VWLTXIncome: Tax Exempt2.3%***** 6.4%*****
Vanguard Hi Div Yld ETFVYMIncome: Equity12.6%***** 47.9%*****
WF Asset AllocationWFAIXRisk-Driven8.1%***** 29.9%*****