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Tactical: Managed, ranked by Standard Deviation

for period ending December 31, 2022
 
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.
   Standard Deviation Total Return, annualized
Recipe NameIDCategory1 year3 year5 year7 year10 year15 year 1 year3 year5 year7 year10 year15 year
  Group average12.5%***** -10.2%*****
 
AQR Divers NADANXHedged: Arbitrage3.7%***** -3.5%*****
S&P AggressiveAOARisk-Driven15.4%***** -16.2%*****
S&P ConservativeAOKRisk-Driven9.6%***** -14.2%*****
S&P ModerateAOMRisk-Driven10.7%***** -14.5%*****
S&P GrowthAORRisk-Driven13.0%***** -15.6%*****
Arbitrage IARBNXHedged: Arbitrage3.4%***** -0.5%*****
Am Century Target DateARTOXIncome: Multi10.6%***** -13.2%*****
Absolute Strategies IASFIXHedged: Abs Return10.4%***** 8.5%*****
Dreyfus Alpha IAVGRXBlended13.5%***** -10.4%*****
BlackRock Strat Inc OppBASIXIncome: Multi3.6%***** -7.6%*****
Ibbotson BalancedBETFXRisk-Driven13.4%***** -12.9%*****
PwrSh Sr Loan PortfolioBKLNIncome: Float Rate7.2%***** -2.5%*****
BlackRock EmMkt ABLSAXHedged: Long/Short18.1%***** -21.7%*****
UBS Dyn Alpha ABNAAXBlended6.6%***** -5.4%*****
UBS Global AllocBPGLXGlobal Macro10.6%***** -17.0%*****
Robeco Long/Short IBPLSXHedged: Long/Short16.0%***** 7.2%*****
Berkshire Hathaway IncBRK.AGlobal Macro29.4%***** 4.0%*****
Calamos Convertible ACCVIXIncome: Multi12.4%***** -21.1%*****
Invesco Convertible YCNSDXIncome: Multi12.4%***** -15.5%*****
Columbia Thermostat ZCOTZXRisk-Driven9.0%***** -12.9%*****
IQ CPI Hedge ETFCPIHedged: Abs Return9.9%***** -7.6%*****
ProShares Lg CapCSMHedged: 130-3019.4%***** -18.3%*****
Calamos Global GrowthCVLOXIncome: Global14.9%***** -22.2%*****
Calamos Market Neu IncCVSIXHedged: Mkt Neutral5.3%***** -4.5%*****
Gugg Multi-AssetCVYIncome: Multi21.6%***** -9.3%*****
Barclays Conv BondCWBIncome: Multi12.1%***** -20.8%*****
WisdmTr EM HiYldDEMIncome: Equity19.9%***** -10.4%*****
WisdmTr EM SmCapDGSIncome: Equity17.8%***** -12.3%*****
Diamond Hill Long-Short IDHLSXHedged: Long/Short13.1%***** -8.5%*****
WisdomTree ex-USDLNIncome: Equity19.1%***** -3.8%*****
WisdmTr Intl SmCapDLSIncome: Equity17.3%***** -17.3%*****
Dodge & Cox BalancedDODBXRisk-Driven14.3%***** -7.3%*****
DFA Select Hedged DSHGXGlobal Macro17.4%***** -12.9%*****
MFS Target Return ADVRAXHedged: Abs Return6.3%***** -5.5%*****
iShares Select DividendDVYIncome: Equity21.0%***** 1.8%*****
SPDR S&P Int'lDWXIncome: Equity16.4%***** -13.0%*****
EatonVance GlobalMacroEIGMXHedged: Abs Return5.2%***** -1.7%*****
Fidelity BalancedFBALXRisk-Driven14.2%***** -18.3%*****
Fidelity ConvertiblesFCVSXIncome: Multi13.6%***** -15.6%*****
Fidelity EquityFEQTXIncome: Equity18.2%***** -1.7%*****
Fidelity MuniFHIGXIncome: Tax Exempt8.2%***** -11.6%*****
Nuveen Amer MuniFLAAXIncome: Tax Exempt9.5%***** -17.9%*****
FPA CrescentFPACXRisk-Driven14.0%***** -9.7%*****
Fidelity PuritanFPURXRisk-Driven13.0%***** -17.7%*****
Fidelity StrategicFSDIXIncome: Equity13.5%***** -10.3%*****
First Trust Focus 5FVSector Rotation28.4%***** -3.9%*****
Gabelli ABC AAAGABCXHedged: Mkt Neutral3.0%***** -1.7%*****
Natixis ASG GlobalGAFYXHedged: Abs Return5.3%***** -0.5%*****
Goldman Sachs Instl GARTXHedged: Abs Return7.5%***** -6.6%*****
GMO Benchm-FreeGBMFXGlobal Macro10.5%***** -2.2%*****
Leuthold GlobalGLBIXGlobal Macro11.9%***** -7.9%*****
GMO Global AllocGMWAXGlobal Macro12.7%***** -13.0%*****
Goldman Sachs Strat IncGSZAXIncome: Multi4.6%***** -4.5%*****
Hedge ReplicationHDGBlended7.7%***** -8.5%*****
iShares Hi Div EquityHDVIncome: Equity21.6%***** 7.0%*****
ETF: SPDR Inc AllocINKMIncome: Multi11.4%***** -12.6%*****
Ivy Asset StrategyIVAEXGlobal Macro13.7%***** -12.8%*****
iSh MultiAsset IncomeIYLDIncome: Multi11.8%***** -16.8%*****
Janus BalancedJANBXRisk-Driven12.6%***** -17.3%*****
Jhancock Global Abs Ret IJHAIXHedged: Abs Return7.8%***** -5.3%*****
JPMorgan Mkt Neutral AJMNAXHedged: Mkt Neutral4.3%***** -2.4%*****
KCM MacroTrendsKCMTXHedged: Long/Short15.6%***** -22.5%*****
Inst: Forward SelectKIFYXIncome: Multi10.3%***** -16.3%*****
Columbia Div IncomeLBSAXIncome: Equity18.5%***** -5.6%*****
Invesco Divers DividendLCEIXIncome: Equity17.8%***** -1.6%*****
Leuthold CoreLCORXGlobal Macro10.8%***** -6.8%*****
Lord Abbett Float RateLFRAXIncome: Float Rate4.7%***** -5.1%*****
Loomis Global Eq ALGMAXIncome: Global17.5%***** -23.3%*****
Loomis Global Eq YLSWWXGlobal Macro17.5%***** -23.1%*****
BlackRock Global IMALOXGlobal Macro10.4%***** -18.6%*****
IQ Hedge Macro ETFMCROBlended6.6%***** -8.0%*****
BlackRock Eq DividendMDDVXIncome: Equity15.3%***** -14.8%*****
FirstTrust Multi-AssetMDIVIncome: Multi17.4%***** -3.9%*****
BlackRock Nat'l MuniMDNLXIncome: Tax Exempt8.8%***** -11.9%*****
MainStay Marketfield AMFADXHedged: Long/Short12.8%***** 2.8%*****
MFS Global Tot RetMFWIXGlobal Macro13.7%***** -10.6%*****
Aberdeen Long-Short AMLSAXHedged: Long/Short21.0%***** -26.4%*****
IQ Merger ArbitrageMNAHedged: Arbitrage4.0%***** -1.6%*****
MainStay Int'l OppMYITXHedged: 130-3020.1%***** -16.1%*****
Grimaldi SectorNAVFXSector Rotation16.5%***** -17.9%*****
Neuberger Berman Eq IncNBHAXIncome: Global17.5%***** -4.1%*****
Nuveen Preferred INPSRXIncome: Multi7.0%***** -12.8%*****
Putnam Abs Ret 100 YPARYXHedged: Abs Return2.5%***** -5.4%*****
PIMCO All-AssetPAUIXGlobal Macro12.9%***** -15.6%*****
Putnam 700 YPDMYXHedged: Abs Return3.2%***** 2.9%*****
DWA Tech LeadersPDPBlended21.9%***** -24.5%*****
iShr Preferred ETFPFFIncome: Multi11.6%***** -18.2%*****
PIMCO Global MultiPGAIXGlobal Macro *****  *****
PowerSh Preferred ETFPGXIncome: Multi12.9%***** -21.2%*****
PowerShares Intl DivPIDIncome: Equity19.2%***** -6.5%*****
Principal GlobMultiStratPMSAXBlended5.9%***** -2.3%*****
Pimco Income PPONPXIncome: Multi6.7%***** -10.9%*****
Principal PreferredPPSIXIncome: Multi7.7%***** -10.7%*****
T. Rowe Equity IncomePRFDXIncome: Equity19.9%***** -3.3%*****
T. Rowe Summit MuniPRINXIncome: Tax Exempt8.0%***** -12.5%*****
T. Rowe Global BondPRSNXIncome: Multi6.3%***** -17.2%*****
iSh Global EnergyPWCBlended23.1%***** -16.0%*****
Putnam Abs Ret 300 YPYTRXHedged: Abs Return3.9%***** -2.5%*****
IQ Hedge Multi-StratQAIBlended7.2%***** -8.7%*****
IQ Hedge ETFQMNHedged: Mkt Neutral4.5%***** -6.6%*****
MultiAsset ETFRLYHedged: Abs Return20.6%***** 7.9%*****
Hundredfold SelectSFHYXBlended4.7%***** -11.0%*****
Sound Mind InvestingSMIFXMomentum11.3%***** -9.5%*****
Schwab Div EquitySWDSXIncome: Equity18.1%***** -6.8%*****
Schwab BalancedSWOBXRisk-Driven12.1%***** -18.9%*****
Thornburg Inv Income ATIBAXIncome: Global15.0%***** -7.6%*****
Thornburg Inv Income YTIBIXGlobal Macro15.1%***** -7.3%*****
T. Rowe Retire BalancedTRRIXIncome: Multi8.9%***** -15.3%*****
Vanguard LifeStrat GrowthVASGXRisk-Driven15.2%***** -17.2%*****
Vanguard LifeStrategyVASIXIncome: Multi8.3%***** -13.9%*****
Vanguard BalancedVBIAXRisk-Driven13.3%***** -16.9%*****
Vanguard EquityVEIPXIncome: Equity19.5%***** -0.2%*****
VALIC Global StratVGLSXGlobal Macro12.6%***** -16.8%*****
Vanguard STAR InvVGSTXRisk-Driven14.1%***** -18.1%*****
ValueLine AssetAllocVLAAXRisk-Driven15.1%***** -19.7%*****
Vanguard Market NeutralVMNFXHedged: Mkt Neutral8.7%***** 13.5%*****
Vanguard Managed PayoutVPGDXIncome: Multi13.5%***** -9.2%*****
Vanguard Target RetireVTINXIncome: Multi9.1%***** -12.8%*****
Vanguard Wellington InvVWELXRisk-Driven13.5%***** -14.4%*****
Vanguard Wellesley AdmVWIAXIncome: Multi10.6%***** -9.0%*****
Vanguard Wellesley InvVWINXRisk-Driven10.6%***** -9.1%*****
Vanguard LT Tax-Exempt VWLTXIncome: Tax Exempt9.0%***** -12.0%*****
Vanguard Hi Div Yld ETFVYMIncome: Equity20.2%***** -0.4%*****
WF Asset AllocationWFAIXRisk-Driven12.6%***** -16.9%*****
FundX UpgraderXCORMomentum13.6%***** -24.3%*****