Tactical: Managed, ranked by Standard Deviation

for period ending August 31, 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.

Recipe Name	ID	Category	1 year	3 year	5 year	7 year	10 year	15 year	1 year	3 year	5 year	7 year	10 year	15 year
			Standard Deviation						Total Return, annualized
		Group average	13.4%	*	*	*	*	*	5.6%	*	*	*	*	*

AQR Divers N	ADANX	Hedged: Arbitrage	3.1%	*	*	*	*	*	0.9%	*	*	*	*	*
S&P Aggressive	AOA	Risk-Driven	17.7%	*	*	*	*	*	11.5%	*	*	*	*	*
S&P Conservative	AOK	Risk-Driven	10.4%	*	*	*	*	*	4.0%	*	*	*	*	*
S&P Moderate	AOM	Risk-Driven	11.9%	*	*	*	*	*	5.7%	*	*	*	*	*
S&P Growth	AOR	Risk-Driven	15.0%	*	*	*	*	*	8.6%	*	*	*	*	*
Arbitrage I	ARBNX	Hedged: Arbitrage	4.0%	*	*	*	*	*	2.8%	*	*	*	*	*
Am Century Target Date	ARTOX	Income: Multi	10.9%	*	*	*	*	*	5.1%	*	*	*	*	*
Absolute Strategies I	ASFIX	Hedged: Abs Return	7.3%	*	*	*	*	*	-11.7%	*	*	*	*	*
Dreyfus Alpha I	AVGRX	Blended	7.1%	*	*	*	*	*	3.2%	*	*	*	*	*
BlackRock Strat Inc Opp	BASIX	Income: Multi	4.0%	*	*	*	*	*	-2.1%	*	*	*	*	*
Ibbotson Balanced	BETFX	Risk-Driven	14.4%	*	*	*	*	*	6.4%	*	*	*	*	*
PwrSh Sr Loan Portfolio	BKLN	Income: Float Rate	6.8%	*	*	*	*	*	9.1%	*	*	*	*	*
BlackRock EmMkt A	BLSAX	Hedged: Long/Short	27.6%	*	*	*	*	*	3.1%	*	*	*	*	*
UBS Dyn Alpha A	BNAAX	Blended	6.0%	*	*	*	*	*	5.1%	*	*	*	*	*
UBS Global Alloc	BPGLX	Global Macro	12.0%	*	*	*	*	*	4.0%	*	*	*	*	*
Robeco Long/Short I	BPLSX	Hedged: Long/Short	16.5%	*	*	*	*	*	14.6%	*	*	*	*	*
Berkshire Hathaway Inc	BRK.A	Global Macro	19.9%	*	*	*	*	*	29.8%	*	*	*	*	*
Calamos Convertible A	CCVIX	Income: Multi	12.3%	*	*	*	*	*	2.4%	*	*	*	*	*
Invesco Convertible Y	CNSDX	Income: Multi	10.1%	*	*	*	*	*	0.6%	*	*	*	*	*
Columbia Thermostat Z	COTZX	Risk-Driven	9.8%	*	*	*	*	*	3.9%	*	*	*	*	*
IQ CPI Hedge ETF	CPI	Hedged: Abs Return	9.9%	*	*	*	*	*	2.6%	*	*	*	*	*
ProShares Lg Cap	CSM	Hedged: 130-30	21.8%	*	*	*	*	*	11.4%	*	*	*	*	*
Calamos Global Growth	CVLOX	Income: Global	16.0%	*	*	*	*	*	9.3%	*	*	*	*	*
Calamos Market Neu Inc	CVSIX	Hedged: Mkt Neutral	4.3%	*	*	*	*	*	7.3%	*	*	*	*	*
Gugg Multi-Asset	CVY	Income: Multi	24.7%	*	*	*	*	*	8.4%	*	*	*	*	*
Barclays Conv Bond	CWB	Income: Multi	12.8%	*	*	*	*	*	4.7%	*	*	*	*	*
WisdmTr EM HiYld	DEM	Income: Equity	25.7%	*	*	*	*	*	14.1%	*	*	*	*	*
WisdmTr EM SmCap	DGS	Income: Equity	23.5%	*	*	*	*	*	12.5%	*	*	*	*	*
Diamond Hill Long-Short I	DHLSX	Hedged: Long/Short	13.8%	*	*	*	*	*	4.2%	*	*	*	*	*
WisdomTree ex-US	DLN	Income: Equity	19.3%	*	*	*	*	*	8.9%	*	*	*	*	*
WisdmTr Intl SmCap	DLS	Income: Equity	22.0%	*	*	*	*	*	8.2%	*	*	*	*	*
Dodge & Cox Balanced	DODBX	Risk-Driven	15.4%	*	*	*	*	*	9.4%	*	*	*	*	*
DFA Select Hedged	DSHGX	Global Macro	20.4%	*	*	*	*	*	13.7%	*	*	*	*	*
MFS Target Return A	DVRAX	Hedged: Abs Return	6.3%	*	*	*	*	*	6.5%	*	*	*	*	*
iShares Select Dividend	DVY	Income: Equity	20.2%	*	*	*	*	*	-2.0%	*	*	*	*	*
SPDR S&P Int'l	DWX	Income: Equity	21.0%	*	*	*	*	*	9.8%	*	*	*	*	*
EatonVance GlobalMacro	EIGMX	Hedged: Abs Return	3.8%	*	*	*	*	*	5.9%	*	*	*	*	*
Fidelity Balanced	FBALX	Risk-Driven	15.4%	*	*	*	*	*	11.5%	*	*	*	*	*
Fidelity Convertibles	FCVSX	Income: Multi	11.9%	*	*	*	*	*	4.7%	*	*	*	*	*
Fidelity Equity	FEQTX	Income: Equity	19.6%	*	*	*	*	*	10.1%	*	*	*	*	*
Fidelity Muni	FHIGX	Income: Tax Exempt	8.4%	*	*	*	*	*	-0.8%	*	*	*	*	*
Nuveen Amer Muni	FLAAX	Income: Tax Exempt	8.6%	*	*	*	*	*	-1.9%	*	*	*	*	*
FPA Crescent	FPACX	Risk-Driven	15.7%	*	*	*	*	*	14.2%	*	*	*	*	*
Fidelity Puritan	FPURX	Risk-Driven	14.1%	*	*	*	*	*	11.8%	*	*	*	*	*
Fidelity Strategic	FSDIX	Income: Equity	14.3%	*	*	*	*	*	5.3%	*	*	*	*	*
First Trust Focus 5	FV	Sector Rotation	24.7%	*	*	*	*	*	3.6%	*	*	*	*	*
Gabelli ABC AAA	GABCX	Hedged: Mkt Neutral	4.1%	*	*	*	*	*	5.7%	*	*	*	*	*
Natixis ASG Global	GAFYX	Hedged: Abs Return	5.5%	*	*	*	*	*	5.8%	*	*	*	*	*
Goldman Sachs Instl	GARTX	Hedged: Abs Return	7.9%	*	*	*	*	*	7.5%	*	*	*	*	*
GMO Benchm-Free	GBMFX	Global Macro	11.8%	*	*	*	*	*	10.5%	*	*	*	*	*
Leuthold Global	GLBIX	Global Macro	11.2%	*	*	*	*	*	6.5%	*	*	*	*	*
GMO Global Alloc	GMWAX	Global Macro	15.2%	*	*	*	*	*	10.4%	*	*	*	*	*
Goldman Sachs Strat Inc	GSZAX	Income: Multi	4.2%	*	*	*	*	*	4.4%	*	*	*	*	*
Hedge Replication	HDG	Blended	7.6%	*	*	*	*	*	4.7%	*	*	*	*	*
iShares Hi Div Equity	HDV	Income: Equity	20.0%	*	*	*	*	*	6.6%	*	*	*	*	*
ETF: SPDR Inc Alloc	INKM	Income: Multi	13.7%	*	*	*	*	*	2.9%	*	*	*	*	*
Ivy Asset Strategy	IVAEX	Global Macro	15.9%	*	*	*	*	*	11.5%	*	*	*	*	*
iSh MultiAsset Income	IYLD	Income: Multi	13.3%	*	*	*	*	*	4.6%	*	*	*	*	*
Janus Balanced	JANBX	Risk-Driven	12.9%	*	*	*	*	*	5.9%	*	*	*	*	*
Jhancock Global Abs Ret I	JHAIX	Hedged: Abs Return	8.2%	*	*	*	*	*	5.5%	*	*	*	*	*
JPMorgan Mkt Neutral A	JMNAX	Hedged: Mkt Neutral	3.3%	*	*	*	*	*	8.4%	*	*	*	*	*
KCM MacroTrends	KCMTX	Hedged: Long/Short	15.5%	*	*	*	*	*	3.9%	*	*	*	*	*
Inst: Forward Select	KIFYX	Income: Multi	14.5%	*	*	*	*	*	-5.7%	*	*	*	*	*
Columbia Div Income	LBSAX	Income: Equity	18.9%	*	*	*	*	*	9.8%	*	*	*	*	*
Invesco Divers Dividend	LCEIX	Income: Equity	18.4%	*	*	*	*	*	7.0%	*	*	*	*	*
Leuthold Core	LCORX	Global Macro	10.3%	*	*	*	*	*	9.2%	*	*	*	*	*
Lord Abbett Float Rate	LFRAX	Income: Float Rate	3.9%	*	*	*	*	*	1.0%	*	*	*	*	*
Loomis Global Eq A	LGMAX	Income: Global	19.5%	*	*	*	*	*	12.8%	*	*	*	*	*
Loomis Global Eq Y	LSWWX	Global Macro	19.6%	*	*	*	*	*	13.1%	*	*	*	*	*
BlackRock Global I	MALOX	Global Macro	13.3%	*	*	*	*	*	7.2%	*	*	*	*	*
BlackRock Eq Dividend	MDDVX	Income: Equity	18.9%	*	*	*	*	*	3.8%	*	*	*	*	*
FirstTrust Multi-Asset	MDIV	Income: Multi	16.5%	*	*	*	*	*	0.2%	*	*	*	*	*
BlackRock Nat'l Muni	MDNLX	Income: Tax Exempt	8.7%	*	*	*	*	*	-1.4%	*	*	*	*	*
MainStay Marketfield A	MFADX	Hedged: Long/Short	12.4%	*	*	*	*	*	8.0%	*	*	*	*	*
MFS Global Tot Ret	MFWIX	Global Macro	14.7%	*	*	*	*	*	8.0%	*	*	*	*	*
Aberdeen Long-Short A	MLSAX	Hedged: Long/Short	21.4%	*	*	*	*	*	2.0%	*	*	*	*	*
IQ Merger Arbitrage	MNA	Hedged: Arbitrage	3.3%	*	*	*	*	*	-1.1%	*	*	*	*	*
MainStay Int'l Opp	MYITX	Hedged: 130-30	24.6%	*	*	*	*	*	16.0%	*	*	*	*	*
Grimaldi Sector	NAVFX	Sector Rotation	18.5%	*	*	*	*	*	13.1%	*	*	*	*	*
Neuberger Berman Eq Inc	NBHAX	Income: Global	17.1%	*	*	*	*	*	2.4%	*	*	*	*	*
Nuveen Preferred I	NPSRX	Income: Multi	10.5%	*	*	*	*	*	-5.8%	*	*	*	*	*
Putnam Abs Ret 100 Y	PARYX	Hedged: Abs Return	2.6%	*	*	*	*	*	-0.1%	*	*	*	*	*
PIMCO All-Asset	PAUIX	Global Macro	14.9%	*	*	*	*	*	-0.8%	*	*	*	*	*
DWA Tech Leaders	PDP	Blended	22.0%	*	*	*	*	*	10.6%	*	*	*	*	*
iShr Preferred ETF	PFF	Income: Multi	14.1%	*	*	*	*	*	-1.2%	*	*	*	*	*
PIMCO Global Multi	PGAIX	Global Macro		*	*	*	*	*		*	*	*	*	*
PowerSh Preferred ETF	PGX	Income: Multi	18.3%	*	*	*	*	*	-3.7%	*	*	*	*	*
PowerShares Intl Div	PID	Income: Equity	20.3%	*	*	*	*	*	6.9%	*	*	*	*	*
Principal GlobMultiStrat	PMSAX	Blended	5.2%	*	*	*	*	*	4.8%	*	*	*	*	*
Pimco Income P	PONPX	Income: Multi	6.6%	*	*	*	*	*	-1.6%	*	*	*	*	*
Principal Preferred	PPSIX	Income: Multi	9.4%	*	*	*	*	*	0.5%	*	*	*	*	*
T. Rowe Equity Income	PRFDX	Income: Equity	21.8%	*	*	*	*	*	5.1%	*	*	*	*	*
T. Rowe Summit Muni	PRINX	Income: Tax Exempt	8.1%	*	*	*	*	*	-1.4%	*	*	*	*	*
T. Rowe Global Bond	PRSNX	Income: Multi	6.7%	*	*	*	*	*	-3.8%	*	*	*	*	*
iSh Global Energy	PWC	Blended	22.2%	*	*	*	*	*	13.3%	*	*	*	*	*
Putnam Abs Ret 300 Y	PYTRX	Hedged: Abs Return	4.6%	*	*	*	*	*	0.2%	*	*	*	*	*
IQ Hedge Multi-Strat	QAI	Blended	7.5%	*	*	*	*	*	6.7%	*	*	*	*	*
MultiAsset ETF	RLY	Hedged: Abs Return	17.9%	*	*	*	*	*	1.5%	*	*	*	*	*
Hundredfold Select	SFHYX	Blended	7.2%	*	*	*	*	*	-1.6%	*	*	*	*	*
Sound Mind Investing	SMIFX	Momentum	6.7%	*	*	*	*	*	3.1%	*	*	*	*	*
Schwab Div Equity	SWDSX	Income: Equity	18.3%	*	*	*	*	*	5.1%	*	*	*	*	*
Schwab Balanced	SWOBX	Risk-Driven	13.1%	*	*	*	*	*	7.2%	*	*	*	*	*
Thornburg Inv Income A	TIBAX	Income: Global	16.6%	*	*	*	*	*	14.4%	*	*	*	*	*
Thornburg Inv Income Y	TIBIX	Global Macro	16.7%	*	*	*	*	*	14.7%	*	*	*	*	*
T. Rowe Retire Balanced	TRRIX	Income: Multi	9.4%	*	*	*	*	*	1.2%	*	*	*	*	*
Vanguard LifeStrat Growth	VASGX	Risk-Driven	17.6%	*	*	*	*	*	10.6%	*	*	*	*	*
Vanguard LifeStrategy	VASIX	Income: Multi	8.9%	*	*	*	*	*	1.5%	*	*	*	*	*
Vanguard Balanced	VBIAX	Risk-Driven	14.0%	*	*	*	*	*	8.2%	*	*	*	*	*
Vanguard Equity	VEIPX	Income: Equity	20.0%	*	*	*	*	*	7.7%	*	*	*	*	*
VALIC Global Strat	VGLSX	Global Macro	14.2%	*	*	*	*	*	7.0%	*	*	*	*	*
Vanguard STAR Inv	VGSTX	Risk-Driven	16.2%	*	*	*	*	*	8.1%	*	*	*	*	*
ValueLine AssetAlloc	VLAAX	Risk-Driven	15.7%	*	*	*	*	*	5.8%	*	*	*	*	*
Vanguard Market Neutral	VMNFX	Hedged: Mkt Neutral	6.9%	*	*	*	*	*	10.8%	*	*	*	*	*
Vanguard Target Retire	VTINX	Income: Multi	9.5%	*	*	*	*	*	3.3%	*	*	*	*	*
Vanguard Wellington Inv	VWELX	Risk-Driven	13.8%	*	*	*	*	*	7.7%	*	*	*	*	*
Vanguard Wellesley Adm	VWIAX	Income: Multi	11.0%	*	*	*	*	*	2.7%	*	*	*	*	*
Vanguard Wellesley Inv	VWINX	Risk-Driven	11.0%	*	*	*	*	*	2.6%	*	*	*	*	*
Vanguard LT Tax-Exempt	VWLTX	Income: Tax Exempt	9.0%	*	*	*	*	*	-0.9%	*	*	*	*	*
Vanguard Hi Div Yld ETF	VYM	Income: Equity	20.6%	*	*	*	*	*	7.2%	*	*	*	*	*
WF Asset Allocation	WFAIX	Risk-Driven	13.4%	*	*	*	*	*	7.6%	*	*	*	*	*
FundX Upgrader	XCOR	Momentum	15.1%	*	*	*	*	*	-0.8%	*	*	*	*	*

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