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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.
   Standard Deviation Total Return, annualized
Recipe NameIDCategory1 year3 year5 year7 year10 year15 year 1 year3 year5 year7 year10 year15 year
  Group average19.3%***** 8.2%*****
 
AQR Divers NADANXHedged: Arbitrage16.1%***** 24.8%*****
AlphaClone AlternativeALFAHedged: Long/Short43.2%***** 31.3%*****
S&P AggressiveAOARisk-Driven23.6%***** 12.8%*****
S&P ConservativeAOKRisk-Driven10.2%***** 9.3%*****
S&P ModerateAOMRisk-Driven11.9%***** 10.0%*****
S&P GrowthAORRisk-Driven17.7%***** 11.4%*****
Arbitrage IARBNXHedged: Arbitrage4.9%***** 5.7%*****
Am Century Target DateARTOXIncome: Multi14.0%***** 10.7%*****
Absolute Strategies IASFIXHedged: Abs Return5.7%***** 0.7%*****
Dreyfus Alpha IAVGRXBlended11.8%***** 2.7%*****
BlackRock Strat Inc OppBASIXIncome: Multi8.8%***** 6.9%*****
Ibbotson BalancedBETFXRisk-Driven18.9%***** 9.1%*****
PwrSh Sr Loan PortfolioBKLNIncome: Float Rate8.7%***** 1.0%*****
BlackRock EmMkt ABLSAXHedged: Long/Short31.2%***** 16.2%*****
UBS Dyn Alpha ABNAAXBlended12.4%***** 5.0%*****
UBS Global AllocBPGLXGlobal Macro20.7%***** 13.8%*****
Robeco Long/Short IBPLSXHedged: Long/Short17.0%***** -6.4%*****
Berkshire Hathaway IncBRK.AGlobal Macro28.1%***** 2.4%*****
Calamos Convertible ACCVIXIncome: Multi34.8%***** 48.4%*****
Invesco Convertible YCNSDXIncome: Multi30.2%***** 44.7%*****
Columbia Thermostat ZCOTZXRisk-Driven12.2%***** 29.6%*****
IQ CPI Hedge ETFCPIHedged: Abs Return4.8%***** -1.2%*****
ProShares Lg CapCSMHedged: 130-3030.8%***** 10.9%*****
Calamos Global GrowthCVLOXIncome: Global30.8%***** 31.8%*****
Calamos Market Neu IncCVSIXHedged: Mkt Neutral5.2%***** 5.2%*****
Gugg Multi-AssetCVYIncome: Multi39.9%***** -10.5%*****
Barclays Conv BondCWBIncome: Multi38.4%***** 53.4%*****
WisdmTr EM HiYldDEMIncome: Equity27.3%***** -5.8%*****
WisdmTr EM SmCapDGSIncome: Equity32.1%***** 4.1%*****
Diamond Hill Long-Short IDHLSXHedged: Long/Short23.7%***** -0.3%*****
WisdomTree ex-USDLNIncome: Equity26.8%***** 4.5%*****
WisdmTr Intl SmCapDLSIncome: Equity30.9%***** -1.3%*****
Dodge & Cox BalancedDODBXRisk-Driven26.2%***** 7.9%*****
DFA Select Hedged DSHGXGlobal Macro31.8%***** 12.0%*****
WisdmTr Top 100DTNIncome: Equity28.3%***** -5.8%*****
MFS Target Return ADVRAXHedged: Abs Return8.4%***** 4.4%*****
iShares Select DividendDVYIncome: Equity28.6%***** -4.9%*****
SPDR S&P Int'lDWXIncome: Equity22.2%***** -5.2%*****
EatonVance GlobalMacroEIGMXHedged: Abs Return8.3%***** 3.6%*****
Fidelity BalancedFBALXRisk-Driven23.7%***** 22.4%*****
Fidelity ConvertiblesFCVSXIncome: Multi31.5%***** 42.6%*****
Fidelity EquityFEQTXIncome: Equity30.0%***** 1.8%*****
Fidelity MuniFHIGXIncome: Tax Exempt8.2%***** 4.6%*****
Nuveen Amer MuniFLAAXIncome: Tax Exempt9.6%***** 5.6%*****
FPA CrescentFPACXRisk-Driven27.0%***** 12.1%*****
Fidelity PuritanFPURXRisk-Driven20.2%***** 20.5%*****
Fidelity StrategicFSDIXIncome: Equity22.9%***** 11.3%*****
FundX UpgraderFUNDXMomentum31.0%***** 25.4%*****
First Trust Focus 5FVSector Rotation37.1%***** 28.4%*****
Gabelli ABC AAAGABCXHedged: Mkt Neutral6.2%***** 2.9%*****
Natixis ASG GlobalGAFYXHedged: Abs Return7.3%***** -2.1%*****
Goldman Sachs Instl GARTXHedged: Abs Return10.6%***** 3.3%*****
GMO Benchm-FreeGBMFXGlobal Macro14.5%***** -2.5%*****
Goldman DynamicGDIFXGlobal Macro5.4%***** -8.9%*****
Leuthold GlobalGLBIXGlobal Macro15.6%***** 7.5%*****
GMO Global AllocGMWAXGlobal Macro18.2%***** 6.1%*****
Goldman Sachs Strat IncGSZAXIncome: Multi11.4%***** 9.2%*****
Hedge ReplicationHDGBlended11.2%***** 7.4%*****
iShares Hi Div EquityHDVIncome: Equity26.3%***** -6.5%*****
Hancock Horizon InstHHQTXHedged: Long/Short15.1%***** -3.7%*****
ETF: SPDR Inc AllocINKMIncome: Multi21.7%***** 3.0%*****
Ivy Asset StrategyIVAEXGlobal Macro26.9%***** 13.7%*****
IVA WorldwideIVWIXGlobal Macro18.9%***** -0.4%*****
iSh MultiAsset IncomeIYLDIncome: Multi23.1%***** -1.2%*****
Janus BalancedJANBXRisk-Driven17.8%***** 14.3%*****
Jhancock Global Abs Ret IJHAIXHedged: Abs Return6.8%***** 2.1%*****
JPMorgan Mkt Neutral AJMNAXHedged: Mkt Neutral4.5%***** 11.9%*****
KCM MacroTrendsKCMTXHedged: Long/Short15.7%***** 5.5%*****
Inst: Forward SelectKIFYXIncome: Multi36.2%***** -2.8%*****
Columbia Div IncomeLBSAXIncome: Equity24.0%***** 7.5%*****
Invesco Divers DividendLCEIXIncome: Equity24.4%***** 0.2%*****
Leuthold CoreLCORXGlobal Macro14.5%***** 10.1%*****
Lord Abbett Float RateLFRAXIncome: Float Rate15.7%***** -1.8%*****
Loomis Global Eq ALGMAXIncome: Global20.9%***** 15.1%*****
Loomis Global Eq YLSWWXGlobal Macro21.0%***** 15.4%*****
BlackRock Global IMALOXGlobal Macro21.1%***** 21.1%*****
IQ Hedge Macro ETFMCROBlended10.3%***** 8.8%*****
BlackRock Eq DividendMDDVXIncome: Equity28.7%***** 3.6%*****
FirstTrust Multi-AssetMDIVIncome: Multi34.0%***** -14.9%*****
BlackRock Nat'l MuniMDNLXIncome: Tax Exempt7.7%***** 4.0%*****
MainStay Marketfield AMFADXHedged: Long/Short24.7%***** 19.9%*****
MFS Global Tot RetMFWIXGlobal Macro17.5%***** 9.6%*****
Aberdeen Long-Short AMLSAXHedged: Long/Short31.5%***** 26.6%*****
IQ Merger ArbitrageMNAHedged: Arbitrage11.1%***** 2.7%*****
MainStay Int'l OppMYITXHedged: 130-3026.0%***** 1.5%*****
Grimaldi SectorNAVFXSector Rotation27.4%***** 11.5%*****
Neuberger Berman Eq IncNBHAXIncome: Global23.6%***** 2.6%*****
Nuveen Preferred INPSRXIncome: Multi19.2%***** 5.4%*****
Putnam Abs Ret 100 YPARYXHedged: Abs Return4.9%***** 3.3%*****
PIMCO All-AssetPAUIXGlobal Macro21.8%***** 4.6%*****
Putnam 700 YPDMYXHedged: Abs Return5.3%***** -7.8%*****
DWA Tech LeadersPDPBlended34.2%***** 36.6%*****
iShr Preferred ETFPFFIncome: Multi19.2%***** 7.9%*****
PIMCO Global MultiPGAIXGlobal Macro *****  *****
PowerSh Preferred ETFPGXIncome: Multi14.8%***** 6.6%*****
PowerShares Intl DivPIDIncome: Equity33.6%***** -6.5%*****
Principal GlobMultiStratPMSAXBlended10.6%***** 4.7%*****
Pimco Income PPONPXIncome: Multi10.0%***** 5.7%*****
Principal PreferredPPSIXIncome: Multi16.1%***** 5.4%*****
T. Rowe Equity IncomePRFDXIncome: Equity31.4%***** 1.3%*****
T. Rowe Summit MuniPRINXIncome: Tax Exempt8.7%***** 4.5%*****
T. Rowe Global BondPRSNXIncome: Multi12.4%***** 8.1%*****
iSh Global EnergyPWCBlended30.8%***** 8.5%*****
Putnam Abs Ret 300 YPYTRXHedged: Abs Return8.3%***** 0.8%*****
IQ Hedge Multi-StratQAIBlended8.7%***** 5.7%*****
IQ Hedge ETFQMNHedged: Mkt Neutral6.8%***** 4.1%*****
RAFI Long-ShortRALSHedged: Long/Short4.6%***** -10.3%*****
RiverFront GlobalGroRLTSXGlobal Macro28.2%***** 8.4%*****
MultiAsset ETFRLYHedged: Abs Return23.8%***** -0.6%*****
Hundredfold SelectSFHYXBlended10.0%***** 37.4%*****
Sound Mind InvestingSMIFXMomentum34.2%***** 20.8%*****
Schwab Div EquitySWDSXIncome: Equity27.8%***** -3.8%*****
Schwab Hedged EqSWHEXHedged: Long/Short15.1%***** -7.4%*****
Schwab BalancedSWOBXRisk-Driven18.4%***** 14.7%*****
Thornburg Inv Income ATIBAXIncome: Global29.0%***** 0.6%*****
Thornburg Inv Income YTIBIXGlobal Macro29.1%***** 0.9%*****
T. Rowe Retire BalancedTRRIXIncome: Multi14.8%***** 11.4%*****
Vanguard LifeStrat GrowthVASGXRisk-Driven24.3%***** 15.5%*****
Vanguard LifeStrategyVASIXIncome: Multi7.1%***** 9.1%*****
Vanguard BalancedVBIAXRisk-Driven18.8%***** 16.4%*****
Vanguard EquityVEIPXIncome: Equity25.5%***** 3.0%*****
VALIC Global StratVGLSXGlobal Macro14.6%***** 3.6%*****
Vanguard STAR InvVGSTXRisk-Driven21.8%***** 21.4%*****
ValueLine AssetAllocVLAAXRisk-Driven17.7%***** 15.2%*****
Vanguard Market NeutralVMNFXHedged: Mkt Neutral4.8%***** -11.6%*****
Vanguard Managed PayoutVPGDXIncome: Multi18.2%***** 6.9%*****
Vanguard Target RetireVTINXIncome: Multi9.6%***** 10.0%*****
Vanguard Wellington InvVWELXRisk-Driven18.5%***** 10.6%*****
Vanguard Wellesley AdmVWIAXIncome: Multi12.0%***** 8.5%*****
Vanguard Wellesley InvVWINXRisk-Driven12.0%***** 8.5%*****
Vanguard LT Tax-Exempt VWLTXIncome: Tax Exempt7.1%***** 6.2%*****
Vanguard Hi Div Yld ETFVYMIncome: Equity25.6%***** 1.1%*****
WF Asset AllocationWFAIXRisk-Driven16.3%***** 16.4%*****