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Tactical: Managed, ranked by Standard Deviation

for period ending July 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 average10.8%***** -5.9%*****
 
AQR Divers NADANXHedged: Arbitrage3.2%***** -3.0%*****
AlphaClone AlternativeALFAHedged: Long/Short20.2%***** -30.1%*****
S&P AggressiveAOARisk-Driven13.0%***** -9.3%*****
S&P ConservativeAOKRisk-Driven7.5%***** -9.2%*****
S&P ModerateAOMRisk-Driven8.4%***** -9.3%*****
S&P GrowthAORRisk-Driven10.5%***** -9.0%*****
Arbitrage IARBNXHedged: Arbitrage3.2%***** -0.5%*****
Am Century Target DateARTOXIncome: Multi8.8%***** -8.1%*****
Absolute Strategies IASFIXHedged: Abs Return8.5%***** -3.0%*****
Dreyfus Alpha IAVGRXBlended13.4%***** -6.6%*****
BlackRock Strat Inc OppBASIXIncome: Multi2.8%***** -4.9%*****
Ibbotson BalancedBETFXRisk-Driven10.5%***** -8.1%*****
PwrSh Sr Loan PortfolioBKLNIncome: Float Rate5.9%***** -1.6%*****
BlackRock EmMkt ABLSAXHedged: Long/Short8.1%***** -23.4%*****
UBS Dyn Alpha ABNAAXBlended5.3%***** -4.8%*****
UBS Global AllocBPGLXGlobal Macro10.2%***** -10.8%*****
Robeco Long/Short IBPLSXHedged: Long/Short14.5%***** 14.4%*****
Berkshire Hathaway IncBRK.AGlobal Macro28.3%***** 7.8%*****
Calamos Convertible ACCVIXIncome: Multi12.1%***** -16.5%*****
Invesco Convertible YCNSDXIncome: Multi12.0%***** -11.8%*****
Columbia Thermostat ZCOTZXRisk-Driven6.7%***** -9.3%*****
IQ CPI Hedge ETFCPIHedged: Abs Return6.7%***** -2.3%*****
ProShares Lg CapCSMHedged: 130-3019.4%***** -3.4%*****
Calamos Global GrowthCVLOXIncome: Global14.9%***** -13.3%*****
Calamos Market Neu IncCVSIXHedged: Mkt Neutral4.7%***** -3.1%*****
Gugg Multi-AssetCVYIncome: Multi17.9%***** -4.9%*****
Barclays Conv BondCWBIncome: Multi11.8%***** -19.0%*****
WisdmTr EM HiYldDEMIncome: Equity12.5%***** -11.6%*****
WisdmTr EM SmCapDGSIncome: Equity10.5%***** -12.4%*****
Diamond Hill Long-Short IDHLSXHedged: Long/Short12.1%***** -1.6%*****
WisdomTree ex-USDLNIncome: Equity16.1%***** 3.8%*****
WisdmTr Intl SmCapDLSIncome: Equity12.7%***** -15.1%*****
Dodge & Cox BalancedDODBXRisk-Driven11.5%***** -4.0%*****
DFA Select Hedged DSHGXGlobal Macro14.2%***** -6.3%*****
MFS Target Return ADVRAXHedged: Abs Return4.6%***** -5.4%*****
iShares Select DividendDVYIncome: Equity16.7%***** 8.9%*****
SPDR S&P Int'lDWXIncome: Equity10.1%***** -9.4%*****
EatonVance GlobalMacroEIGMXHedged: Abs Return3.4%***** -6.0%*****
Fidelity BalancedFBALXRisk-Driven14.0%***** -7.8%*****
Fidelity ConvertiblesFCVSXIncome: Multi12.9%***** -12.6%*****
Fidelity EquityFEQTXIncome: Equity15.2%***** 2.7%*****
Fidelity MuniFHIGXIncome: Tax Exempt5.6%***** -8.6%*****
Nuveen Amer MuniFLAAXIncome: Tax Exempt8.1%***** -14.2%*****
FPA CrescentFPACXRisk-Driven11.2%***** -6.9%*****
Fidelity PuritanFPURXRisk-Driven13.0%***** -8.1%*****
Fidelity StrategicFSDIXIncome: Equity12.3%***** -3.4%*****
FundX UpgraderFUNDXMomentum14.6%***** -12.2%*****
First Trust Focus 5FVSector Rotation22.3%***** -2.7%*****
Gabelli ABC AAAGABCXHedged: Mkt Neutral2.6%***** -1.1%*****
Natixis ASG GlobalGAFYXHedged: Abs Return5.8%***** -1.8%*****
Goldman Sachs Instl GARTXHedged: Abs Return6.4%***** -4.4%*****
GMO Benchm-FreeGBMFXGlobal Macro7.6%***** -5.3%*****
Leuthold GlobalGLBIXGlobal Macro10.6%***** -5.9%*****
GMO Global AllocGMWAXGlobal Macro9.0%***** -11.9%*****
Goldman Sachs Strat IncGSZAXIncome: Multi4.3%***** -4.7%*****
Hedge ReplicationHDGBlended5.9%***** -8.3%*****
iShares Hi Div EquityHDVIncome: Equity16.2%***** 10.2%*****
ETF: SPDR Inc AllocINKMIncome: Multi8.3%***** -7.3%*****
Ivy Asset StrategyIVAEXGlobal Macro11.6%***** -9.3%*****
iSh MultiAsset IncomeIYLDIncome: Multi9.1%***** -12.6%*****
Janus BalancedJANBXRisk-Driven12.3%***** -8.4%*****
Jhancock Global Abs Ret IJHAIXHedged: Abs Return6.5%***** -1.7%*****
JPMorgan Mkt Neutral AJMNAXHedged: Mkt Neutral4.8%***** -0.2%*****
KCM MacroTrendsKCMTXHedged: Long/Short16.4%***** -10.8%*****
Inst: Forward SelectKIFYXIncome: Multi9.1%***** -1.9%*****
Columbia Div IncomeLBSAXIncome: Equity15.9%***** -0.2%*****
Invesco Divers DividendLCEIXIncome: Equity14.9%***** 1.9%*****
Leuthold CoreLCORXGlobal Macro9.3%***** -4.5%*****
Lord Abbett Float RateLFRAXIncome: Float Rate4.3%***** -2.4%*****
Loomis Global Eq ALGMAXIncome: Global15.7%***** -15.1%*****
Loomis Global Eq YLSWWXGlobal Macro15.7%***** -14.9%*****
BlackRock Global IMALOXGlobal Macro8.1%***** -17.2%*****
IQ Hedge Macro ETFMCROBlended4.1%***** -9.7%*****
BlackRock Eq DividendMDDVXIncome: Equity13.2%***** -8.0%*****
FirstTrust Multi-AssetMDIVIncome: Multi14.9%***** 3.3%*****
BlackRock Nat'l MuniMDNLXIncome: Tax Exempt6.0%***** -8.5%*****
MainStay Marketfield AMFADXHedged: Long/Short11.8%***** -2.2%*****
MFS Global Tot RetMFWIXGlobal Macro10.0%***** -9.1%*****
Aberdeen Long-Short AMLSAXHedged: Long/Short39.4%***** 8.2%*****
IQ Merger ArbitrageMNAHedged: Arbitrage3.6%***** -5.1%*****
MainStay Int'l OppMYITXHedged: 130-3012.9%***** -17.8%*****
Grimaldi SectorNAVFXSector Rotation14.8%***** -10.2%*****
Neuberger Berman Eq IncNBHAXIncome: Global15.9%***** 2.9%*****
Nuveen Preferred INPSRXIncome: Multi6.3%***** -8.7%*****
Putnam Abs Ret 100 YPARYXHedged: Abs Return2.0%***** -4.1%*****
PIMCO All-AssetPAUIXGlobal Macro10.4%***** -8.7%*****
Putnam 700 YPDMYXHedged: Abs Return4.7%***** 1.4%*****
DWA Tech LeadersPDPBlended21.9%***** -17.5%*****
iShr Preferred ETFPFFIncome: Multi11.8%***** -7.9%*****
PIMCO Global MultiPGAIXGlobal Macro *****  *****
PowerSh Preferred ETFPGXIncome: Multi12.2%***** -9.8%*****
PowerShares Intl DivPIDIncome: Equity17.3%***** 4.2%*****
Principal GlobMultiStratPMSAXBlended5.5%***** -1.7%*****
Pimco Income PPONPXIncome: Multi5.5%***** -6.8%*****
Principal PreferredPPSIXIncome: Multi6.7%***** -8.2%*****
T. Rowe Equity IncomePRFDXIncome: Equity15.6%***** 2.8%*****
T. Rowe Summit MuniPRINXIncome: Tax Exempt5.6%***** -8.4%*****
T. Rowe Global BondPRSNXIncome: Multi4.4%***** -9.5%*****
iSh Global EnergyPWCBlended19.0%***** -13.9%*****
Putnam Abs Ret 300 YPYTRXHedged: Abs Return2.1%***** -2.8%*****
IQ Hedge Multi-StratQAIBlended5.0%***** -8.8%*****
IQ Hedge ETFQMNHedged: Mkt Neutral3.7%***** -6.4%*****
MultiAsset ETFRLYHedged: Abs Return17.9%***** 12.9%*****
Hundredfold SelectSFHYXBlended4.5%***** -4.8%*****
Sound Mind InvestingSMIFXMomentum13.3%***** -6.4%*****
Schwab Div EquitySWDSXIncome: Equity14.8%***** -0.7%*****
Schwab BalancedSWOBXRisk-Driven11.5%***** -10.3%*****
Thornburg Inv Income ATIBAXIncome: Global12.0%***** -2.0%*****
Thornburg Inv Income YTIBIXGlobal Macro12.1%***** -1.7%*****
T. Rowe Retire BalancedTRRIXIncome: Multi7.7%***** -9.1%*****
Vanguard LifeStrat GrowthVASGXRisk-Driven12.9%***** -10.3%*****
Vanguard LifeStrategyVASIXIncome: Multi6.2%***** -9.3%*****
Vanguard BalancedVBIAXRisk-Driven12.5%***** -8.2%*****
Vanguard EquityVEIPXIncome: Equity15.5%***** 4.3%*****
VALIC Global StratVGLSXGlobal Macro10.3%***** -12.6%*****
Vanguard STAR InvVGSTXRisk-Driven11.6%***** -12.9%*****
ValueLine AssetAllocVLAAXRisk-Driven14.5%***** -7.8%*****
Vanguard Market NeutralVMNFXHedged: Mkt Neutral10.0%***** 21.4%*****
Vanguard Managed PayoutVPGDXIncome: Multi10.6%***** -3.9%*****
Vanguard Target RetireVTINXIncome: Multi7.0%***** -7.6%*****
Vanguard Wellington InvVWELXRisk-Driven12.6%***** -6.4%*****
Vanguard Wellesley AdmVWIAXIncome: Multi7.9%***** -5.1%*****
Vanguard Wellesley InvVWINXRisk-Driven7.9%***** -5.2%*****
Vanguard LT Tax-Exempt VWLTXIncome: Tax Exempt6.3%***** -8.7%*****
Vanguard Hi Div Yld ETFVYMIncome: Equity15.3%***** 4.1%*****
WF Asset AllocationWFAIXRisk-Driven12.5%***** -7.0%*****