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Tactical: Managed, ranked by Standard Deviation

for period ending October 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 average11.6%***** -11.2%*****
 
AQR Divers NADANXHedged: Arbitrage3.6%***** -4.9%*****
S&P AggressiveAOARisk-Driven13.5%***** -18.1%*****
S&P ConservativeAOKRisk-Driven7.9%***** -16.1%*****
S&P ModerateAOMRisk-Driven8.9%***** -16.5%*****
S&P GrowthAORRisk-Driven10.9%***** -17.4%*****
Arbitrage IARBNXHedged: Arbitrage3.6%***** -0.6%*****
Am Century Target DateARTOXIncome: Multi9.5%***** -14.5%*****
Absolute Strategies IASFIXHedged: Abs Return9.9%***** 5.0%*****
Dreyfus Alpha IAVGRXBlended13.1%***** -10.5%*****
BlackRock Strat Inc OppBASIXIncome: Multi3.2%***** -8.7%*****
Ibbotson BalancedBETFXRisk-Driven12.0%***** -14.7%*****
PwrSh Sr Loan PortfolioBKLNIncome: Float Rate7.3%***** -2.5%*****
BlackRock EmMkt ABLSAXHedged: Long/Short8.9%***** -32.1%*****
UBS Dyn Alpha ABNAAXBlended5.6%***** -8.2%*****
UBS Global AllocBPGLXGlobal Macro10.1%***** -18.0%*****
Robeco Long/Short IBPLSXHedged: Long/Short18.3%***** 9.7%*****
Berkshire Hathaway IncBRK.AGlobal Macro29.3%***** 2.8%*****
Calamos Convertible ACCVIXIncome: Multi11.9%***** -22.2%*****
Invesco Convertible YCNSDXIncome: Multi11.8%***** -17.3%*****
Columbia Thermostat ZCOTZXRisk-Driven7.9%***** -14.8%*****
IQ CPI Hedge ETFCPIHedged: Abs Return9.5%***** -7.6%*****
ProShares Lg CapCSMHedged: 130-3020.1%***** -12.5%*****
Calamos Global GrowthCVLOXIncome: Global13.1%***** -23.9%*****
Calamos Market Neu IncCVSIXHedged: Mkt Neutral5.1%***** -5.2%*****
Gugg Multi-AssetCVYIncome: Multi21.3%***** -9.0%*****
Barclays Conv BondCWBIncome: Multi11.3%***** -24.4%*****
WisdmTr EM HiYldDEMIncome: Equity12.3%***** -18.7%*****
WisdmTr EM SmCapDGSIncome: Equity11.2%***** -20.2%*****
Diamond Hill Long-Short IDHLSXHedged: Long/Short13.7%***** -8.1%*****
WisdomTree ex-USDLNIncome: Equity19.6%***** -0.5%*****
WisdmTr Intl SmCapDLSIncome: Equity13.0%***** -26.5%*****
Dodge & Cox BalancedDODBXRisk-Driven13.4%***** -9.3%*****
DFA Select Hedged DSHGXGlobal Macro15.8%***** -13.7%*****
MFS Target Return ADVRAXHedged: Abs Return5.1%***** -7.8%*****
iShares Select DividendDVYIncome: Equity21.6%***** 3.4%*****
SPDR S&P Int'lDWXIncome: Equity12.1%***** -20.1%*****
EatonVance GlobalMacroEIGMXHedged: Abs Return4.1%***** -5.2%*****
Fidelity BalancedFBALXRisk-Driven13.6%***** -17.4%*****
Fidelity ConvertiblesFCVSXIncome: Multi13.0%***** -16.9%*****
Fidelity EquityFEQTXIncome: Equity18.9%***** -1.7%*****
Fidelity MuniFHIGXIncome: Tax Exempt6.1%***** -14.8%*****
Nuveen Amer MuniFLAAXIncome: Tax Exempt8.0%***** -20.2%*****
FPA CrescentFPACXRisk-Driven11.9%***** -13.6%*****
Fidelity PuritanFPURXRisk-Driven12.5%***** -16.9%*****
Fidelity StrategicFSDIXIncome: Equity13.5%***** -9.9%*****
FundX UpgraderFUNDXMomentum12.7%***** -25.3%*****
First Trust Focus 5FVSector Rotation28.0%***** -2.7%*****
Gabelli ABC AAAGABCXHedged: Mkt Neutral3.3%***** -1.5%*****
Natixis ASG GlobalGAFYXHedged: Abs Return6.0%***** -1.5%*****
Goldman Sachs Instl GARTXHedged: Abs Return6.6%***** -8.1%*****
GMO Benchm-FreeGBMFXGlobal Macro8.5%***** -6.7%*****
Leuthold GlobalGLBIXGlobal Macro11.5%***** -7.7%*****
GMO Global AllocGMWAXGlobal Macro10.3%***** -16.8%*****
Goldman Sachs Strat IncGSZAXIncome: Multi4.1%***** -5.6%*****
Hedge ReplicationHDGBlended6.5%***** -11.8%*****
iShares Hi Div EquityHDVIncome: Equity23.0%***** 8.6%*****
ETF: SPDR Inc AllocINKMIncome: Multi9.8%***** -15.4%*****
Ivy Asset StrategyIVAEXGlobal Macro11.5%***** -16.7%*****
iSh MultiAsset IncomeIYLDIncome: Multi9.4%***** -20.0%*****
Janus BalancedJANBXRisk-Driven11.9%***** -16.4%*****
Jhancock Global Abs Ret IJHAIXHedged: Abs Return7.8%***** -3.9%*****
JPMorgan Mkt Neutral AJMNAXHedged: Mkt Neutral4.3%***** -2.7%*****
KCM MacroTrendsKCMTXHedged: Long/Short15.1%***** -22.3%*****
Inst: Forward SelectKIFYXIncome: Multi10.5%***** -16.0%*****
Columbia Div IncomeLBSAXIncome: Equity18.3%***** -5.2%*****
Invesco Divers DividendLCEIXIncome: Equity18.8%***** -0.8%*****
Leuthold CoreLCORXGlobal Macro10.2%***** -6.4%*****
Lord Abbett Float RateLFRAXIncome: Float Rate4.7%***** -5.0%*****
Loomis Global Eq ALGMAXIncome: Global15.4%***** -24.9%*****
Loomis Global Eq YLSWWXGlobal Macro15.4%***** -24.8%*****
BlackRock Global IMALOXGlobal Macro8.4%***** -22.7%*****
IQ Hedge Macro ETFMCROBlended4.4%***** -12.5%*****
BlackRock Eq DividendMDDVXIncome: Equity16.8%***** -13.0%*****
FirstTrust Multi-AssetMDIVIncome: Multi17.6%***** -2.8%*****
BlackRock Nat'l MuniMDNLXIncome: Tax Exempt6.7%***** -15.2%*****
MainStay Marketfield AMFADXHedged: Long/Short13.7%***** 2.9%*****
MFS Global Tot RetMFWIXGlobal Macro11.4%***** -14.6%*****
Aberdeen Long-Short AMLSAXHedged: Long/Short34.3%***** -8.7%*****
IQ Merger ArbitrageMNAHedged: Arbitrage4.1%***** -3.7%*****
MainStay Int'l OppMYITXHedged: 130-3013.6%***** -25.9%*****
Grimaldi SectorNAVFXSector Rotation15.4%***** -16.6%*****
Neuberger Berman Eq IncNBHAXIncome: Global17.9%***** -1.8%*****
Nuveen Preferred INPSRXIncome: Multi6.4%***** -14.7%*****
Putnam Abs Ret 100 YPARYXHedged: Abs Return2.1%***** -6.4%*****
PIMCO All-AssetPAUIXGlobal Macro11.6%***** -18.2%*****
Putnam 700 YPDMYXHedged: Abs Return3.7%***** 4.7%*****
DWA Tech LeadersPDPBlended21.3%***** -23.4%*****
iShr Preferred ETFPFFIncome: Multi10.8%***** -18.8%*****
PIMCO Global MultiPGAIXGlobal Macro *****  *****
PowerSh Preferred ETFPGXIncome: Multi11.5%***** -21.5%*****
PowerShares Intl DivPIDIncome: Equity19.0%***** -8.2%*****
Principal GlobMultiStratPMSAXBlended6.1%***** -1.8%*****
Pimco Income PPONPXIncome: Multi5.9%***** -12.2%*****
Principal PreferredPPSIXIncome: Multi6.8%***** -13.6%*****
T. Rowe Equity IncomePRFDXIncome: Equity19.8%***** -2.8%*****
T. Rowe Summit MuniPRINXIncome: Tax Exempt6.1%***** -15.0%*****
T. Rowe Global BondPRSNXIncome: Multi5.4%***** -18.2%*****
iSh Global EnergyPWCBlended22.3%***** -12.7%*****
Putnam Abs Ret 300 YPYTRXHedged: Abs Return2.6%***** -3.5%*****
IQ Hedge Multi-StratQAIBlended5.6%***** -12.1%*****
IQ Hedge ETFQMNHedged: Mkt Neutral4.1%***** -8.1%*****
MultiAsset ETFRLYHedged: Abs Return20.4%***** 4.8%*****
Hundredfold SelectSFHYXBlended4.2%***** -10.4%*****
Sound Mind InvestingSMIFXMomentum11.3%***** -10.4%*****
Schwab Div EquitySWDSXIncome: Equity18.8%***** -5.0%*****
Schwab BalancedSWOBXRisk-Driven11.1%***** -18.9%*****
Thornburg Inv Income ATIBAXIncome: Global13.4%***** -9.9%*****
Thornburg Inv Income YTIBIXGlobal Macro13.4%***** -9.7%*****
T. Rowe Retire BalancedTRRIXIncome: Multi8.2%***** -15.9%*****
Vanguard LifeStrat GrowthVASGXRisk-Driven13.2%***** -18.9%*****
Vanguard LifeStrategyVASIXIncome: Multi6.8%***** -15.6%*****
Vanguard BalancedVBIAXRisk-Driven12.6%***** -16.2%*****
Vanguard EquityVEIPXIncome: Equity19.5%***** 0.7%*****
VALIC Global StratVGLSXGlobal Macro10.4%***** -19.1%*****
Vanguard STAR InvVGSTXRisk-Driven11.8%***** -21.1%*****
ValueLine AssetAllocVLAAXRisk-Driven13.5%***** -16.9%*****
Vanguard Market NeutralVMNFXHedged: Mkt Neutral10.2%***** 22.3%*****
Vanguard Managed PayoutVPGDXIncome: Multi12.1%***** -11.2%*****
Vanguard Target RetireVTINXIncome: Multi7.7%***** -14.1%*****
Vanguard Wellington InvVWELXRisk-Driven12.7%***** -14.2%*****
Vanguard Wellesley AdmVWIAXIncome: Multi9.0%***** -11.4%*****
Vanguard Wellesley InvVWINXRisk-Driven9.0%***** -11.5%*****
Vanguard LT Tax-Exempt VWLTXIncome: Tax Exempt6.7%***** -15.3%*****
Vanguard Hi Div Yld ETFVYMIncome: Equity20.5%***** 1.2%*****
WF Asset AllocationWFAIXRisk-Driven12.2%***** -15.0%*****