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Tactical: Managed, ranked by Sortino

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.
   Sortino Total Return, annualized
Recipe NameIDCategory1 year3 year5 year7 year10 year15 year 1 year3 year5 year7 year10 year15 year
  Group average259.0%***** 17.6%*****
 
AQR Divers NADANXHedged: Arbitrage5.4%***** 20.6%*****
AlphaClone AlternativeALFAHedged: Long/Short3.4%***** 29.0%*****
S&P AggressiveAOARisk-Driven5.3%***** 22.4%*****
S&P ConservativeAOKRisk-Driven3.7%***** 8.0%*****
S&P ModerateAOMRisk-Driven4.2%***** 10.8%*****
S&P GrowthAORRisk-Driven4.7%***** 16.5%*****
Arbitrage IARBNXHedged: Arbitrage2.0%***** 4.4%*****
Am Century Target DateARTOXIncome: Multi5.0%***** 13.0%*****
Absolute Strategies IASFIXHedged: Abs Return-1.6%***** -8.5%*****
Dreyfus Alpha IAVGRXBlended3.2%***** 10.8%*****
BlackRock Strat Inc OppBASIXIncome: Multi9.2%***** 5.1%*****
Ibbotson BalancedBETFXRisk-Driven6.2%***** 18.8%*****
PwrSh Sr Loan PortfolioBKLNIncome: Float Rate5.5%***** 5.0%*****
BlackRock EmMkt ABLSAXHedged: Long/Short1.7%***** 14.5%*****
UBS Dyn Alpha ABNAAXBlended9.3%***** 11.6%*****
UBS Global AllocBPGLXGlobal Macro7.2%***** 18.7%*****
Robeco Long/Short IBPLSXHedged: Long/Short3.3%***** 33.7%*****
Berkshire Hathaway IncBRK.AGlobal Macro3.3%***** 28.6%*****
Calamos Convertible ACCVIXIncome: Multi5.1%***** 22.5%*****
Invesco Convertible YCNSDXIncome: Multi4.6%***** 22.7%*****
Columbia Thermostat ZCOTZXRisk-Driven7.2%***** 13.5%*****
IQ CPI Hedge ETFCPIHedged: Abs Return1.6%***** 1.8%*****
ProShares Lg CapCSMHedged: 130-305.0%***** 32.6%*****
Calamos Global GrowthCVLOXIncome: Global4.9%***** 23.8%*****
Calamos Market Neu IncCVSIXHedged: Mkt Neutral8.5%***** 5.1%*****
Gugg Multi-AssetCVYIncome: Multi23.0%***** 50.4%*****
Barclays Conv BondCWBIncome: Multi5.1%***** 26.8%*****
WisdmTr EM HiYldDEMIncome: Equity7.2%***** 29.8%*****
WisdmTr EM SmCapDGSIncome: Equity10.3%***** 34.4%*****
Diamond Hill Long-Short IDHLSXHedged: Long/Short7.7%***** 30.5%*****
WisdomTree ex-USDLNIncome: Equity4.2%***** 25.9%*****
WisdmTr Intl SmCapDLSIncome: Equity5.5%***** 27.8%*****
Dodge & Cox BalancedDODBXRisk-Driven10.1%***** 32.0%*****
DFA Select Hedged DSHGXGlobal Macro8.4%***** 33.8%*****
WisdmTr Top 100DTNIncome: Equity5.3%***** 28.5%*****
MFS Target Return ADVRAXHedged: Abs Return1.6%***** 4.7%*****
iShares Select DividendDVYIncome: Equity9.9%***** 45.6%*****
SPDR S&P Int'lDWXIncome: Equity2.6%***** 16.7%*****
EatonVance GlobalMacroEIGMXHedged: Abs Return8.9%***** 4.8%*****
Fidelity BalancedFBALXRisk-Driven6.1%***** 23.5%*****
Fidelity ConvertiblesFCVSXIncome: Multi7.3%***** 28.5%*****
Fidelity EquityFEQTXIncome: Equity6.9%***** 33.7%*****
Fidelity MuniFHIGXIncome: Tax Exempt2.3%***** 4.5%*****
Nuveen Amer MuniFLAAXIncome: Tax Exempt2.6%***** 6.2%*****
FPA CrescentFPACXRisk-Driven10.5%***** 33.6%*****
Fidelity PuritanFPURXRisk-Driven5.4%***** 19.8%*****
Fidelity StrategicFSDIXIncome: Equity5.9%***** 24.7%*****
FundX UpgraderFUNDXMomentum3.9%***** 19.6%*****
First Trust Focus 5FVSector Rotation6.2%***** 34.2%*****
Gabelli ABC AAAGABCXHedged: Mkt Neutral14.4%***** 5.7%*****
Natixis ASG GlobalGAFYXHedged: Abs Return1.3%***** 4.0%*****
Goldman Sachs Instl GARTXHedged: Abs Return4.8%***** 10.6%*****
GMO Benchm-FreeGBMFXGlobal Macro3.1%***** 9.0%*****
Goldman DynamicGDIFXGlobal Macro-0.9%***** -5.0%*****
Leuthold GlobalGLBIXGlobal Macro4.3%***** 18.0%*****
GMO Global AllocGMWAXGlobal Macro5.1%***** 16.0%*****
Goldman Sachs Strat IncGSZAXIncome: Multi1.5%***** 3.5%*****
Hedge ReplicationHDGBlended6.3%***** 12.1%*****
iShares Hi Div EquityHDVIncome: Equity4.8%***** 21.4%*****
Hancock Horizon InstHHQTXHedged: Long/Short2.3%***** 11.4%*****
ETF: SPDR Inc AllocINKMIncome: Multi8.8%***** 17.5%*****
Ivy Asset StrategyIVAEXGlobal Macro4.1%***** 21.2%*****
iSh MultiAsset IncomeIYLDIncome: Multi3.2%***** 10.1%*****
Janus BalancedJANBXRisk-Driven3.5%***** 16.7%*****
Jhancock Global Abs Ret IJHAIXHedged: Abs Return3.1%***** 9.9%*****
JPMorgan Mkt Neutral AJMNAXHedged: Mkt Neutral0.1%***** 0.3%*****
KCM MacroTrendsKCMTXHedged: Long/Short6.1%***** 29.2%*****
Inst: Forward SelectKIFYXIncome: Multi14.5%***** 22.6%*****
Columbia Div IncomeLBSAXIncome: Equity4.4%***** 26.3%*****
Invesco Divers DividendLCEIXIncome: Equity6.7%***** 27.1%*****
Leuthold CoreLCORXGlobal Macro3.9%***** 16.4%*****
Lord Abbett Float RateLFRAXIncome: Float Rate34.8%***** 9.4%*****
Loomis Global Eq ALGMAXIncome: Global3.5%***** 16.7%*****
Loomis Global Eq YLSWWXGlobal Macro3.5%***** 17.0%*****
BlackRock Global IMALOXGlobal Macro4.3%***** 16.6%*****
IQ Hedge Macro ETFMCROBlended1.8%***** 4.7%*****
BlackRock Eq DividendMDDVXIncome: Equity8.0%***** 34.7%*****
FirstTrust Multi-AssetMDIVIncome: Multi20.2%***** 28.6%*****
BlackRock Nat'l MuniMDNLXIncome: Tax Exempt2.0%***** 3.7%*****
MainStay Marketfield AMFADXHedged: Long/Short2.0%***** 11.0%*****
MFS Global Tot RetMFWIXGlobal Macro4.5%***** 15.8%*****
Aberdeen Long-Short AMLSAXHedged: Long/Short6.3%***** 36.5%*****
IQ Merger ArbitrageMNAHedged: Arbitrage0.0%***** -0.0%*****
MainStay Int'l OppMYITXHedged: 130-304.7%***** 21.6%*****
Grimaldi SectorNAVFXSector Rotation4.4%***** 20.0%*****
Neuberger Berman Eq IncNBHAXIncome: Global4.7%***** 20.9%*****
Nuveen Preferred INPSRXIncome: Multi33131.3%***** 12.1%*****
Putnam Abs Ret 100 YPARYXHedged: Abs Return39.1%***** 2.1%*****
PIMCO All-AssetPAUIXGlobal Macro13.4%***** 26.6%*****
Putnam 700 YPDMYXHedged: Abs Return-0.6%***** -2.4%*****
DWA Tech LeadersPDPBlended2.7%***** 17.0%*****
iShr Preferred ETFPFFIncome: Multi4.9%***** 11.4%*****
PIMCO Global MultiPGAIXGlobal Macro *****  *****
PowerSh Preferred ETFPGXIncome: Multi2.7%***** 7.2%*****
PowerShares Intl DivPIDIncome: Equity14.2%***** 42.7%*****
Principal GlobMultiStratPMSAXBlended4.7%***** 8.0%*****
Pimco Income PPONPXIncome: Multi15.3%***** 6.9%*****
Principal PreferredPPSIXIncome: Multi30.4%***** 8.2%*****
T. Rowe Equity IncomePRFDXIncome: Equity10.0%***** 41.8%*****
T. Rowe Summit MuniPRINXIncome: Tax Exempt2.7%***** 4.9%*****
T. Rowe Global BondPRSNXIncome: Multi4.5%***** 4.9%*****
iSh Global EnergyPWCBlended4.4%***** 27.4%*****
Putnam Abs Ret 300 YPYTRXHedged: Abs Return0.8%***** 1.7%*****
IQ Hedge Multi-StratQAIBlended2.7%***** 4.5%*****
IQ Hedge ETFQMNHedged: Mkt Neutral3.6%***** 3.7%*****
RAFI Long-ShortRALSHedged: Long/Short1.7%***** 7.0%*****
RiverFront GlobalGroRLTSXGlobal Macro3.3%***** 22.5%*****
MultiAsset ETFRLYHedged: Abs Return14.5%***** 33.9%*****
Hundredfold SelectSFHYXBlended6.9%***** 20.6%*****
Sound Mind InvestingSMIFXMomentum6.0%***** 27.6%*****
Schwab Div EquitySWDSXIncome: Equity7.1%***** 34.3%*****
Schwab Hedged EqSWHEXHedged: Long/Short4.2%***** 19.9%*****
Schwab BalancedSWOBXRisk-Driven4.2%***** 17.0%*****
Thornburg Inv Income ATIBAXIncome: Global9.2%***** 30.6%*****
Thornburg Inv Income YTIBIXGlobal Macro8.4%***** 30.9%*****
T. Rowe Retire BalancedTRRIXIncome: Multi7.1%***** 14.2%*****
Vanguard LifeStrat GrowthVASGXRisk-Driven5.4%***** 22.5%*****
Vanguard LifeStrategyVASIXIncome: Multi2.2%***** 4.5%*****
Vanguard BalancedVBIAXRisk-Driven4.9%***** 18.0%*****
Vanguard EquityVEIPXIncome: Equity6.6%***** 30.7%*****
VALIC Global StratVGLSXGlobal Macro2.6%***** 12.1%*****
Vanguard STAR InvVGSTXRisk-Driven6.1%***** 20.3%*****
ValueLine AssetAllocVLAAXRisk-Driven2.2%***** 11.8%*****
Vanguard Market NeutralVMNFXHedged: Mkt Neutral2.1%***** 7.6%*****
Vanguard Managed PayoutVPGDXIncome: Multi7.7%***** 20.2%*****
Vanguard Target RetireVTINXIncome: Multi4.2%***** 8.5%*****
Vanguard Wellington InvVWELXRisk-Driven5.0%***** 20.2%*****
Vanguard Wellesley AdmVWIAXIncome: Multi4.1%***** 11.3%*****
Vanguard Wellesley InvVWINXRisk-Driven4.1%***** 11.2%*****
Vanguard LT Tax-Exempt VWLTXIncome: Tax Exempt1.8%***** 3.6%*****
Vanguard Hi Div Yld ETFVYMIncome: Equity7.4%***** 31.6%*****
WF Asset AllocationWFAIXRisk-Driven3.7%***** 16.4%*****