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Tactical: Managed, ranked by Standard Deviation

for period ending September 30, 2021
 
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 average11.2%***** 17.6%*****
 
AQR Divers NADANXHedged: Arbitrage12.9%***** 20.6%*****
AlphaClone AlternativeALFAHedged: Long/Short24.1%***** 29.0%*****
S&P AggressiveAOARisk-Driven13.1%***** 22.4%*****
S&P ConservativeAOKRisk-Driven5.5%***** 8.0%*****
S&P ModerateAOMRisk-Driven6.8%***** 10.8%*****
S&P GrowthAORRisk-Driven9.8%***** 16.5%*****
Arbitrage IARBNXHedged: Arbitrage3.2%***** 4.4%*****
Am Century Target DateARTOXIncome: Multi7.3%***** 13.0%*****
Absolute Strategies IASFIXHedged: Abs Return5.2%***** -8.5%*****
Dreyfus Alpha IAVGRXBlended7.8%***** 10.8%*****
BlackRock Strat Inc OppBASIXIncome: Multi3.0%***** 5.1%*****
Ibbotson BalancedBETFXRisk-Driven11.0%***** 18.8%*****
PwrSh Sr Loan PortfolioBKLNIncome: Float Rate3.2%***** 5.0%*****
BlackRock EmMkt ABLSAXHedged: Long/Short15.7%***** 14.5%*****
UBS Dyn Alpha ABNAAXBlended6.5%***** 11.6%*****
UBS Global AllocBPGLXGlobal Macro12.4%***** 18.7%*****
Robeco Long/Short IBPLSXHedged: Long/Short24.9%***** 33.7%*****
Berkshire Hathaway IncBRK.AGlobal Macro24.0%***** 28.6%*****
Calamos Convertible ACCVIXIncome: Multi16.9%***** 22.5%*****
Invesco Convertible YCNSDXIncome: Multi16.2%***** 22.7%*****
Columbia Thermostat ZCOTZXRisk-Driven7.4%***** 13.5%*****
IQ CPI Hedge ETFCPIHedged: Abs Return1.9%***** 1.8%*****
ProShares Lg CapCSMHedged: 130-3018.1%***** 32.6%*****
Calamos Global GrowthCVLOXIncome: Global15.6%***** 23.8%*****
Calamos Market Neu IncCVSIXHedged: Mkt Neutral2.1%***** 5.1%*****
Gugg Multi-AssetCVYIncome: Multi24.0%***** 50.4%*****
Barclays Conv BondCWBIncome: Multi19.6%***** 26.8%*****
WisdmTr EM HiYldDEMIncome: Equity19.2%***** 29.8%*****
WisdmTr EM SmCapDGSIncome: Equity17.1%***** 34.4%*****
Diamond Hill Long-Short IDHLSXHedged: Long/Short17.2%***** 30.5%*****
WisdomTree ex-USDLNIncome: Equity17.8%***** 25.9%*****
WisdmTr Intl SmCapDLSIncome: Equity16.3%***** 27.8%*****
Dodge & Cox BalancedDODBXRisk-Driven17.2%***** 32.0%*****
DFA Select Hedged DSHGXGlobal Macro17.5%***** 33.8%*****
WisdmTr Top 100DTNIncome: Equity18.7%***** 28.5%*****
MFS Target Return ADVRAXHedged: Abs Return5.0%***** 4.7%*****
iShares Select DividendDVYIncome: Equity23.3%***** 45.6%*****
SPDR S&P Int'lDWXIncome: Equity15.5%***** 16.7%*****
EatonVance GlobalMacroEIGMXHedged: Abs Return1.8%***** 4.8%*****
Fidelity BalancedFBALXRisk-Driven12.3%***** 23.5%*****
Fidelity ConvertiblesFCVSXIncome: Multi19.2%***** 28.5%*****
Fidelity EquityFEQTXIncome: Equity21.6%***** 33.7%*****
Fidelity MuniFHIGXIncome: Tax Exempt3.3%***** 4.5%*****
Nuveen Amer MuniFLAAXIncome: Tax Exempt4.3%***** 6.2%*****
FPA CrescentFPACXRisk-Driven17.7%***** 33.6%*****
Fidelity PuritanFPURXRisk-Driven10.5%***** 19.8%*****
Fidelity StrategicFSDIXIncome: Equity13.5%***** 24.7%*****
FundX UpgraderFUNDXMomentum16.7%***** 19.6%*****
First Trust Focus 5FVSector Rotation20.4%***** 34.2%*****
Gabelli ABC AAAGABCXHedged: Mkt Neutral1.9%***** 5.7%*****
Natixis ASG GlobalGAFYXHedged: Abs Return5.7%***** 4.0%*****
Goldman Sachs Instl GARTXHedged: Abs Return6.5%***** 10.6%*****
GMO Benchm-FreeGBMFXGlobal Macro6.2%***** 9.0%*****
Goldman DynamicGDIFXGlobal Macro6.3%***** -5.0%*****
Leuthold GlobalGLBIXGlobal Macro10.6%***** 18.0%*****
GMO Global AllocGMWAXGlobal Macro9.9%***** 16.0%*****
Goldman Sachs Strat IncGSZAXIncome: Multi3.9%***** 3.5%*****
Hedge ReplicationHDGBlended7.2%***** 12.1%*****
iShares Hi Div EquityHDVIncome: Equity16.5%***** 21.4%*****
Hancock Horizon InstHHQTXHedged: Long/Short8.4%***** 11.4%*****
ETF: SPDR Inc AllocINKMIncome: Multi9.6%***** 17.5%*****
Ivy Asset StrategyIVAEXGlobal Macro14.2%***** 21.2%*****
iSh MultiAsset IncomeIYLDIncome: Multi9.2%***** 10.1%*****
Janus BalancedJANBXRisk-Driven11.1%***** 16.7%*****
Jhancock Global Abs Ret IJHAIXHedged: Abs Return7.1%***** 9.9%*****
JPMorgan Mkt Neutral AJMNAXHedged: Mkt Neutral5.1%***** 0.3%*****
KCM MacroTrendsKCMTXHedged: Long/Short13.3%***** 29.2%*****
Inst: Forward SelectKIFYXIncome: Multi9.7%***** 22.6%*****
Columbia Div IncomeLBSAXIncome: Equity17.1%***** 26.3%*****
Invesco Divers DividendLCEIXIncome: Equity16.7%***** 27.1%*****
Leuthold CoreLCORXGlobal Macro9.7%***** 16.4%*****
Lord Abbett Float RateLFRAXIncome: Float Rate2.8%***** 9.4%*****
Loomis Global Eq ALGMAXIncome: Global11.0%***** 16.7%*****
Loomis Global Eq YLSWWXGlobal Macro11.0%***** 17.0%*****
BlackRock Global IMALOXGlobal Macro12.7%***** 16.6%*****
IQ Hedge Macro ETFMCROBlended5.0%***** 4.7%*****
BlackRock Eq DividendMDDVXIncome: Equity22.7%***** 34.7%*****
FirstTrust Multi-AssetMDIVIncome: Multi13.2%***** 28.6%*****
BlackRock Nat'l MuniMDNLXIncome: Tax Exempt3.0%***** 3.7%*****
MainStay Marketfield AMFADXHedged: Long/Short11.5%***** 11.0%*****
MFS Global Tot RetMFWIXGlobal Macro11.1%***** 15.8%*****
Aberdeen Long-Short AMLSAXHedged: Long/Short19.5%***** 36.5%*****
IQ Merger ArbitrageMNAHedged: Arbitrage3.7%***** -0.0%*****
MainStay Int'l OppMYITXHedged: 130-3015.7%***** 21.6%*****
Grimaldi SectorNAVFXSector Rotation11.5%***** 20.0%*****
Neuberger Berman Eq IncNBHAXIncome: Global12.6%***** 20.9%*****
Nuveen Preferred INPSRXIncome: Multi3.6%***** 12.1%*****
Putnam Abs Ret 100 YPARYXHedged: Abs Return0.5%***** 2.1%*****
PIMCO All-AssetPAUIXGlobal Macro11.9%***** 26.6%*****
Putnam 700 YPDMYXHedged: Abs Return4.7%***** -2.4%*****
DWA Tech LeadersPDPBlended16.4%***** 17.0%*****
iShr Preferred ETFPFFIncome: Multi6.8%***** 11.4%*****
PIMCO Global MultiPGAIXGlobal Macro *****  *****
PowerSh Preferred ETFPGXIncome: Multi5.9%***** 7.2%*****
PowerShares Intl DivPIDIncome: Equity22.8%***** 42.7%*****
Principal GlobMultiStratPMSAXBlended4.4%***** 8.0%*****
Pimco Income PPONPXIncome: Multi2.9%***** 6.9%*****
Principal PreferredPPSIXIncome: Multi3.0%***** 8.2%*****
T. Rowe Equity IncomePRFDXIncome: Equity24.6%***** 41.8%*****
T. Rowe Summit MuniPRINXIncome: Tax Exempt3.2%***** 4.9%*****
T. Rowe Global BondPRSNXIncome: Multi2.9%***** 4.9%*****
iSh Global EnergyPWCBlended17.2%***** 27.4%*****
Putnam Abs Ret 300 YPYTRXHedged: Abs Return3.2%***** 1.7%*****
IQ Hedge Multi-StratQAIBlended4.4%***** 4.5%*****
IQ Hedge ETFQMNHedged: Mkt Neutral3.3%***** 3.7%*****
RAFI Long-ShortRALSHedged: Long/Short7.8%***** 7.0%*****
RiverFront GlobalGroRLTSXGlobal Macro15.6%***** 22.5%*****
MultiAsset ETFRLYHedged: Abs Return15.7%***** 33.9%*****
Hundredfold SelectSFHYXBlended9.7%***** 20.6%*****
Sound Mind InvestingSMIFXMomentum20.3%***** 27.6%*****
Schwab Div EquitySWDSXIncome: Equity18.1%***** 34.3%*****
Schwab Hedged EqSWHEXHedged: Long/Short10.4%***** 19.9%*****
Schwab BalancedSWOBXRisk-Driven9.8%***** 17.0%*****
Thornburg Inv Income ATIBAXIncome: Global18.3%***** 30.6%*****
Thornburg Inv Income YTIBIXGlobal Macro18.6%***** 30.9%*****
T. Rowe Retire BalancedTRRIXIncome: Multi6.9%***** 14.2%*****
Vanguard LifeStrat GrowthVASGXRisk-Driven13.5%***** 22.5%*****
Vanguard LifeStrategyVASIXIncome: Multi4.3%***** 4.5%*****
Vanguard BalancedVBIAXRisk-Driven10.4%***** 18.0%*****
Vanguard EquityVEIPXIncome: Equity18.0%***** 30.7%*****
VALIC Global StratVGLSXGlobal Macro9.4%***** 12.1%*****
Vanguard STAR InvVGSTXRisk-Driven12.3%***** 20.3%*****
ValueLine AssetAllocVLAAXRisk-Driven10.9%***** 11.8%*****
Vanguard Market NeutralVMNFXHedged: Mkt Neutral8.0%***** 7.6%*****
Vanguard Managed PayoutVPGDXIncome: Multi9.9%***** 20.2%*****
Vanguard Target RetireVTINXIncome: Multi5.3%***** 8.5%*****
Vanguard Wellington InvVWELXRisk-Driven11.1%***** 20.2%*****
Vanguard Wellesley AdmVWIAXIncome: Multi7.3%***** 11.3%*****
Vanguard Wellesley InvVWINXRisk-Driven7.3%***** 11.2%*****
Vanguard LT Tax-Exempt VWLTXIncome: Tax Exempt3.2%***** 3.6%*****
Vanguard Hi Div Yld ETFVYMIncome: Equity18.3%***** 31.6%*****
WF Asset AllocationWFAIXRisk-Driven10.4%***** 16.4%*****