Tactical: Managed, ranked by Standard Deviation

for period ending December 31, 2020

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	19.3%	*	*	*	*	*	8.2%	*	*	*	*	*

AQR Divers N	ADANX	Hedged: Arbitrage	16.1%	*	*	*	*	*	24.8%	*	*	*	*	*
AlphaClone Alternative	ALFA	Hedged: Long/Short	43.2%	*	*	*	*	*	31.3%	*	*	*	*	*
S&P Aggressive	AOA	Risk-Driven	23.6%	*	*	*	*	*	12.8%	*	*	*	*	*
S&P Conservative	AOK	Risk-Driven	10.2%	*	*	*	*	*	9.3%	*	*	*	*	*
S&P Moderate	AOM	Risk-Driven	11.9%	*	*	*	*	*	10.0%	*	*	*	*	*
S&P Growth	AOR	Risk-Driven	17.7%	*	*	*	*	*	11.4%	*	*	*	*	*
Arbitrage I	ARBNX	Hedged: Arbitrage	4.9%	*	*	*	*	*	5.7%	*	*	*	*	*
Am Century Target Date	ARTOX	Income: Multi	14.0%	*	*	*	*	*	10.7%	*	*	*	*	*
Absolute Strategies I	ASFIX	Hedged: Abs Return	5.7%	*	*	*	*	*	0.7%	*	*	*	*	*
Dreyfus Alpha I	AVGRX	Blended	11.8%	*	*	*	*	*	2.7%	*	*	*	*	*
BlackRock Strat Inc Opp	BASIX	Income: Multi	8.8%	*	*	*	*	*	6.9%	*	*	*	*	*
Ibbotson Balanced	BETFX	Risk-Driven	18.9%	*	*	*	*	*	9.1%	*	*	*	*	*
PwrSh Sr Loan Portfolio	BKLN	Income: Float Rate	8.7%	*	*	*	*	*	1.0%	*	*	*	*	*
BlackRock EmMkt A	BLSAX	Hedged: Long/Short	31.2%	*	*	*	*	*	16.2%	*	*	*	*	*
UBS Dyn Alpha A	BNAAX	Blended	12.4%	*	*	*	*	*	5.0%	*	*	*	*	*
UBS Global Alloc	BPGLX	Global Macro	20.7%	*	*	*	*	*	13.8%	*	*	*	*	*
Robeco Long/Short I	BPLSX	Hedged: Long/Short	17.0%	*	*	*	*	*	-6.4%	*	*	*	*	*
Berkshire Hathaway Inc	BRK.A	Global Macro	28.1%	*	*	*	*	*	2.4%	*	*	*	*	*
Calamos Convertible A	CCVIX	Income: Multi	34.8%	*	*	*	*	*	48.4%	*	*	*	*	*
Invesco Convertible Y	CNSDX	Income: Multi	30.2%	*	*	*	*	*	44.7%	*	*	*	*	*
Columbia Thermostat Z	COTZX	Risk-Driven	12.2%	*	*	*	*	*	29.6%	*	*	*	*	*
IQ CPI Hedge ETF	CPI	Hedged: Abs Return	4.8%	*	*	*	*	*	-1.2%	*	*	*	*	*
ProShares Lg Cap	CSM	Hedged: 130-30	30.8%	*	*	*	*	*	10.9%	*	*	*	*	*
Calamos Global Growth	CVLOX	Income: Global	30.8%	*	*	*	*	*	31.8%	*	*	*	*	*
Calamos Market Neu Inc	CVSIX	Hedged: Mkt Neutral	5.2%	*	*	*	*	*	5.2%	*	*	*	*	*
Gugg Multi-Asset	CVY	Income: Multi	39.9%	*	*	*	*	*	-10.5%	*	*	*	*	*
Barclays Conv Bond	CWB	Income: Multi	38.4%	*	*	*	*	*	53.4%	*	*	*	*	*
WisdmTr EM HiYld	DEM	Income: Equity	27.3%	*	*	*	*	*	-5.8%	*	*	*	*	*
WisdmTr EM SmCap	DGS	Income: Equity	32.1%	*	*	*	*	*	4.1%	*	*	*	*	*
Diamond Hill Long-Short I	DHLSX	Hedged: Long/Short	23.7%	*	*	*	*	*	-0.3%	*	*	*	*	*
WisdomTree ex-US	DLN	Income: Equity	26.8%	*	*	*	*	*	4.5%	*	*	*	*	*
WisdmTr Intl SmCap	DLS	Income: Equity	30.9%	*	*	*	*	*	-1.3%	*	*	*	*	*
Dodge & Cox Balanced	DODBX	Risk-Driven	26.2%	*	*	*	*	*	7.9%	*	*	*	*	*
DFA Select Hedged	DSHGX	Global Macro	31.8%	*	*	*	*	*	12.0%	*	*	*	*	*
WisdmTr Top 100	DTN	Income: Equity	28.3%	*	*	*	*	*	-5.8%	*	*	*	*	*
MFS Target Return A	DVRAX	Hedged: Abs Return	8.4%	*	*	*	*	*	4.4%	*	*	*	*	*
iShares Select Dividend	DVY	Income: Equity	28.6%	*	*	*	*	*	-4.9%	*	*	*	*	*
SPDR S&P Int'l	DWX	Income: Equity	22.2%	*	*	*	*	*	-5.2%	*	*	*	*	*
EatonVance GlobalMacro	EIGMX	Hedged: Abs Return	8.3%	*	*	*	*	*	3.6%	*	*	*	*	*
Fidelity Balanced	FBALX	Risk-Driven	23.7%	*	*	*	*	*	22.4%	*	*	*	*	*
Fidelity Convertibles	FCVSX	Income: Multi	31.5%	*	*	*	*	*	42.6%	*	*	*	*	*
Fidelity Equity	FEQTX	Income: Equity	30.0%	*	*	*	*	*	1.8%	*	*	*	*	*
Fidelity Muni	FHIGX	Income: Tax Exempt	8.2%	*	*	*	*	*	4.6%	*	*	*	*	*
Nuveen Amer Muni	FLAAX	Income: Tax Exempt	9.6%	*	*	*	*	*	5.6%	*	*	*	*	*
FPA Crescent	FPACX	Risk-Driven	27.0%	*	*	*	*	*	12.1%	*	*	*	*	*
Fidelity Puritan	FPURX	Risk-Driven	20.2%	*	*	*	*	*	20.5%	*	*	*	*	*
Fidelity Strategic	FSDIX	Income: Equity	22.9%	*	*	*	*	*	11.3%	*	*	*	*	*
FundX Upgrader	FUNDX	Momentum	31.0%	*	*	*	*	*	25.4%	*	*	*	*	*
First Trust Focus 5	FV	Sector Rotation	37.1%	*	*	*	*	*	28.4%	*	*	*	*	*
Gabelli ABC AAA	GABCX	Hedged: Mkt Neutral	6.2%	*	*	*	*	*	2.9%	*	*	*	*	*
Natixis ASG Global	GAFYX	Hedged: Abs Return	7.3%	*	*	*	*	*	-2.1%	*	*	*	*	*
Goldman Sachs Instl	GARTX	Hedged: Abs Return	10.6%	*	*	*	*	*	3.3%	*	*	*	*	*
GMO Benchm-Free	GBMFX	Global Macro	14.5%	*	*	*	*	*	-2.5%	*	*	*	*	*
Goldman Dynamic	GDIFX	Global Macro	5.4%	*	*	*	*	*	-8.9%	*	*	*	*	*
Leuthold Global	GLBIX	Global Macro	15.6%	*	*	*	*	*	7.5%	*	*	*	*	*
GMO Global Alloc	GMWAX	Global Macro	18.2%	*	*	*	*	*	6.1%	*	*	*	*	*
Goldman Sachs Strat Inc	GSZAX	Income: Multi	11.4%	*	*	*	*	*	9.2%	*	*	*	*	*
Hedge Replication	HDG	Blended	11.2%	*	*	*	*	*	7.4%	*	*	*	*	*
iShares Hi Div Equity	HDV	Income: Equity	26.3%	*	*	*	*	*	-6.5%	*	*	*	*	*
Hancock Horizon Inst	HHQTX	Hedged: Long/Short	15.1%	*	*	*	*	*	-3.7%	*	*	*	*	*
ETF: SPDR Inc Alloc	INKM	Income: Multi	21.7%	*	*	*	*	*	3.0%	*	*	*	*	*
Ivy Asset Strategy	IVAEX	Global Macro	26.9%	*	*	*	*	*	13.7%	*	*	*	*	*
IVA Worldwide	IVWIX	Global Macro	18.9%	*	*	*	*	*	-0.4%	*	*	*	*	*
iSh MultiAsset Income	IYLD	Income: Multi	23.1%	*	*	*	*	*	-1.2%	*	*	*	*	*
Janus Balanced	JANBX	Risk-Driven	17.8%	*	*	*	*	*	14.3%	*	*	*	*	*
Jhancock Global Abs Ret I	JHAIX	Hedged: Abs Return	6.8%	*	*	*	*	*	2.1%	*	*	*	*	*
JPMorgan Mkt Neutral A	JMNAX	Hedged: Mkt Neutral	4.5%	*	*	*	*	*	11.9%	*	*	*	*	*
KCM MacroTrends	KCMTX	Hedged: Long/Short	15.7%	*	*	*	*	*	5.5%	*	*	*	*	*
Inst: Forward Select	KIFYX	Income: Multi	36.2%	*	*	*	*	*	-2.8%	*	*	*	*	*
Columbia Div Income	LBSAX	Income: Equity	24.0%	*	*	*	*	*	7.5%	*	*	*	*	*
Invesco Divers Dividend	LCEIX	Income: Equity	24.4%	*	*	*	*	*	0.2%	*	*	*	*	*
Leuthold Core	LCORX	Global Macro	14.5%	*	*	*	*	*	10.1%	*	*	*	*	*
Lord Abbett Float Rate	LFRAX	Income: Float Rate	15.7%	*	*	*	*	*	-1.8%	*	*	*	*	*
Loomis Global Eq A	LGMAX	Income: Global	20.9%	*	*	*	*	*	15.1%	*	*	*	*	*
Loomis Global Eq Y	LSWWX	Global Macro	21.0%	*	*	*	*	*	15.4%	*	*	*	*	*
BlackRock Global I	MALOX	Global Macro	21.1%	*	*	*	*	*	21.1%	*	*	*	*	*
IQ Hedge Macro ETF	MCRO	Blended	10.3%	*	*	*	*	*	8.8%	*	*	*	*	*
BlackRock Eq Dividend	MDDVX	Income: Equity	28.7%	*	*	*	*	*	3.6%	*	*	*	*	*
FirstTrust Multi-Asset	MDIV	Income: Multi	34.0%	*	*	*	*	*	-14.9%	*	*	*	*	*
BlackRock Nat'l Muni	MDNLX	Income: Tax Exempt	7.7%	*	*	*	*	*	4.0%	*	*	*	*	*
MainStay Marketfield A	MFADX	Hedged: Long/Short	24.7%	*	*	*	*	*	19.9%	*	*	*	*	*
MFS Global Tot Ret	MFWIX	Global Macro	17.5%	*	*	*	*	*	9.6%	*	*	*	*	*
Aberdeen Long-Short A	MLSAX	Hedged: Long/Short	31.5%	*	*	*	*	*	26.6%	*	*	*	*	*
IQ Merger Arbitrage	MNA	Hedged: Arbitrage	11.1%	*	*	*	*	*	2.7%	*	*	*	*	*
MainStay Int'l Opp	MYITX	Hedged: 130-30	26.0%	*	*	*	*	*	1.5%	*	*	*	*	*
Grimaldi Sector	NAVFX	Sector Rotation	27.4%	*	*	*	*	*	11.5%	*	*	*	*	*
Neuberger Berman Eq Inc	NBHAX	Income: Global	23.6%	*	*	*	*	*	2.6%	*	*	*	*	*
Nuveen Preferred I	NPSRX	Income: Multi	19.2%	*	*	*	*	*	5.4%	*	*	*	*	*
Putnam Abs Ret 100 Y	PARYX	Hedged: Abs Return	4.9%	*	*	*	*	*	3.3%	*	*	*	*	*
PIMCO All-Asset	PAUIX	Global Macro	21.8%	*	*	*	*	*	4.6%	*	*	*	*	*
Putnam 700 Y	PDMYX	Hedged: Abs Return	5.3%	*	*	*	*	*	-7.8%	*	*	*	*	*
DWA Tech Leaders	PDP	Blended	34.2%	*	*	*	*	*	36.6%	*	*	*	*	*
iShr Preferred ETF	PFF	Income: Multi	19.2%	*	*	*	*	*	7.9%	*	*	*	*	*
PIMCO Global Multi	PGAIX	Global Macro		*	*	*	*	*		*	*	*	*	*
PowerSh Preferred ETF	PGX	Income: Multi	14.8%	*	*	*	*	*	6.6%	*	*	*	*	*
PowerShares Intl Div	PID	Income: Equity	33.6%	*	*	*	*	*	-6.5%	*	*	*	*	*
Principal GlobMultiStrat	PMSAX	Blended	10.6%	*	*	*	*	*	4.7%	*	*	*	*	*
Pimco Income P	PONPX	Income: Multi	10.0%	*	*	*	*	*	5.7%	*	*	*	*	*
Principal Preferred	PPSIX	Income: Multi	16.1%	*	*	*	*	*	5.4%	*	*	*	*	*
T. Rowe Equity Income	PRFDX	Income: Equity	31.4%	*	*	*	*	*	1.3%	*	*	*	*	*
T. Rowe Summit Muni	PRINX	Income: Tax Exempt	8.7%	*	*	*	*	*	4.5%	*	*	*	*	*
T. Rowe Global Bond	PRSNX	Income: Multi	12.4%	*	*	*	*	*	8.1%	*	*	*	*	*
iSh Global Energy	PWC	Blended	30.8%	*	*	*	*	*	8.5%	*	*	*	*	*
Putnam Abs Ret 300 Y	PYTRX	Hedged: Abs Return	8.3%	*	*	*	*	*	0.8%	*	*	*	*	*
IQ Hedge Multi-Strat	QAI	Blended	8.7%	*	*	*	*	*	5.7%	*	*	*	*	*
IQ Hedge ETF	QMN	Hedged: Mkt Neutral	6.8%	*	*	*	*	*	4.1%	*	*	*	*	*
RAFI Long-Short	RALS	Hedged: Long/Short	4.6%	*	*	*	*	*	-10.3%	*	*	*	*	*
RiverFront GlobalGro	RLTSX	Global Macro	28.2%	*	*	*	*	*	8.4%	*	*	*	*	*
MultiAsset ETF	RLY	Hedged: Abs Return	23.8%	*	*	*	*	*	-0.6%	*	*	*	*	*
Hundredfold Select	SFHYX	Blended	10.0%	*	*	*	*	*	37.4%	*	*	*	*	*
Sound Mind Investing	SMIFX	Momentum	34.2%	*	*	*	*	*	20.8%	*	*	*	*	*
Schwab Div Equity	SWDSX	Income: Equity	27.8%	*	*	*	*	*	-3.8%	*	*	*	*	*
Schwab Hedged Eq	SWHEX	Hedged: Long/Short	15.1%	*	*	*	*	*	-7.4%	*	*	*	*	*
Schwab Balanced	SWOBX	Risk-Driven	18.4%	*	*	*	*	*	14.7%	*	*	*	*	*
Thornburg Inv Income A	TIBAX	Income: Global	29.0%	*	*	*	*	*	0.6%	*	*	*	*	*
Thornburg Inv Income Y	TIBIX	Global Macro	29.1%	*	*	*	*	*	0.9%	*	*	*	*	*
T. Rowe Retire Balanced	TRRIX	Income: Multi	14.8%	*	*	*	*	*	11.4%	*	*	*	*	*
Vanguard LifeStrat Growth	VASGX	Risk-Driven	24.3%	*	*	*	*	*	15.5%	*	*	*	*	*
Vanguard LifeStrategy	VASIX	Income: Multi	7.1%	*	*	*	*	*	9.1%	*	*	*	*	*
Vanguard Balanced	VBIAX	Risk-Driven	18.8%	*	*	*	*	*	16.4%	*	*	*	*	*
Vanguard Equity	VEIPX	Income: Equity	25.5%	*	*	*	*	*	3.0%	*	*	*	*	*
VALIC Global Strat	VGLSX	Global Macro	14.6%	*	*	*	*	*	3.6%	*	*	*	*	*
Vanguard STAR Inv	VGSTX	Risk-Driven	21.8%	*	*	*	*	*	21.4%	*	*	*	*	*
ValueLine AssetAlloc	VLAAX	Risk-Driven	17.7%	*	*	*	*	*	15.2%	*	*	*	*	*
Vanguard Market Neutral	VMNFX	Hedged: Mkt Neutral	4.8%	*	*	*	*	*	-11.6%	*	*	*	*	*
Vanguard Managed Payout	VPGDX	Income: Multi	18.2%	*	*	*	*	*	6.9%	*	*	*	*	*
Vanguard Target Retire	VTINX	Income: Multi	9.6%	*	*	*	*	*	10.0%	*	*	*	*	*
Vanguard Wellington Inv	VWELX	Risk-Driven	18.5%	*	*	*	*	*	10.6%	*	*	*	*	*
Vanguard Wellesley Adm	VWIAX	Income: Multi	12.0%	*	*	*	*	*	8.5%	*	*	*	*	*
Vanguard Wellesley Inv	VWINX	Risk-Driven	12.0%	*	*	*	*	*	8.5%	*	*	*	*	*
Vanguard LT Tax-Exempt	VWLTX	Income: Tax Exempt	7.1%	*	*	*	*	*	6.2%	*	*	*	*	*
Vanguard Hi Div Yld ETF	VYM	Income: Equity	25.6%	*	*	*	*	*	1.1%	*	*	*	*	*
WF Asset Allocation	WFAIX	Risk-Driven	16.3%	*	*	*	*	*	16.4%	*	*	*	*	*

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