Tactical: Managed, ranked by Standard Deviation

for period ending September 30, 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	16.4%	*	*	*	*	*	3.2%	*	*	*	*	*

AQR Divers N	ADANX	Hedged: Arbitrage	11.8%	*	*	*	*	*	12.7%	*	*	*	*	*
AlphaClone Alternative	ALFA	Hedged: Long/Short	36.2%	*	*	*	*	*	19.2%	*	*	*	*	*
S&P Aggressive	AOA	Risk-Driven	20.1%	*	*	*	*	*	8.0%	*	*	*	*	*
S&P Conservative	AOK	Risk-Driven	9.0%	*	*	*	*	*	6.7%	*	*	*	*	*
S&P Moderate	AOM	Risk-Driven	10.3%	*	*	*	*	*	7.1%	*	*	*	*	*
S&P Growth	AOR	Risk-Driven	15.2%	*	*	*	*	*	7.7%	*	*	*	*	*
Arbitrage I	ARBNX	Hedged: Arbitrage	4.7%	*	*	*	*	*	3.9%	*	*	*	*	*
Am Century Target Date	ARTOX	Income: Multi	12.3%	*	*	*	*	*	7.2%	*	*	*	*	*
AQR Multi-Strat Alt	ASAIX	Blended	11.0%	*	*	*	*	*	-29.9%	*	*	*	*	*
Absolute Strategies I	ASFIX	Hedged: Abs Return	5.4%	*	*	*	*	*	-1.0%	*	*	*	*	*
Dreyfus Alpha I	AVGRX	Blended	10.7%	*	*	*	*	*	3.8%	*	*	*	*	*
BlackRock Strat Inc Opp	BASIX	Income: Multi	8.2%	*	*	*	*	*	4.3%	*	*	*	*	*
Ibbotson Balanced	BETFX	Risk-Driven	15.5%	*	*	*	*	*	3.4%	*	*	*	*	*
PwrSh Sr Loan Portfolio	BKLN	Income: Float Rate	8.3%	*	*	*	*	*	-0.2%	*	*	*	*	*
BlackRock EmMkt A	BLSAX	Hedged: Long/Short	28.7%	*	*	*	*	*	9.8%	*	*	*	*	*
UBS Dyn Alpha A	BNAAX	Blended	10.5%	*	*	*	*	*	0.8%	*	*	*	*	*
UBS Global Alloc	BPGLX	Global Macro	16.3%	*	*	*	*	*	6.5%	*	*	*	*	*
Robeco Long/Short I	BPLSX	Hedged: Long/Short	14.4%	*	*	*	*	*	-11.6%	*	*	*	*	*
Berkshire Hathaway Inc	BRK.A	Global Macro	23.7%	*	*	*	*	*	2.6%	*	*	*	*	*
Calamos Convertible A	CCVIX	Income: Multi	28.5%	*	*	*	*	*	34.4%	*	*	*	*	*
Invesco Convertible Y	CNSDX	Income: Multi	24.1%	*	*	*	*	*	28.3%	*	*	*	*	*
Columbia Thermostat Z	COTZX	Risk-Driven	10.2%	*	*	*	*	*	24.5%	*	*	*	*	*
IQ CPI Hedge ETF	CPI	Hedged: Abs Return	4.8%	*	*	*	*	*	-0.4%	*	*	*	*	*
ProShares Lg Cap	CSM	Hedged: 130-30	27.5%	*	*	*	*	*	9.2%	*	*	*	*	*
Calamos Global Growth	CVLOX	Income: Global	26.0%	*	*	*	*	*	23.7%	*	*	*	*	*
Calamos Market Neu Inc	CVSIX	Hedged: Mkt Neutral	4.9%	*	*	*	*	*	4.3%	*	*	*	*	*
Gugg Multi-Asset	CVY	Income: Multi	30.2%	*	*	*	*	*	-23.5%	*	*	*	*	*
Barclays Conv Bond	CWB	Income: Multi	30.3%	*	*	*	*	*	35.4%	*	*	*	*	*
WisdmTr EM HiYld	DEM	Income: Equity	23.2%	*	*	*	*	*	-10.5%	*	*	*	*	*
WisdmTr EM SmCap	DGS	Income: Equity	27.9%	*	*	*	*	*	-2.9%	*	*	*	*	*
Diamond Hill Long-Short I	DHLSX	Hedged: Long/Short	18.9%	*	*	*	*	*	-8.5%	*	*	*	*	*
WisdomTree ex-US	DLN	Income: Equity	22.9%	*	*	*	*	*	0.8%	*	*	*	*	*
WisdmTr Intl SmCap	DLS	Income: Equity	28.6%	*	*	*	*	*	-2.6%	*	*	*	*	*
Dodge & Cox Balanced	DODBX	Risk-Driven	21.1%	*	*	*	*	*	0.9%	*	*	*	*	*
DFA Select Hedged	DSHGX	Global Macro	26.4%	*	*	*	*	*	4.0%	*	*	*	*	*
WisdmTr Top 100	DTN	Income: Equity	24.4%	*	*	*	*	*	-10.4%	*	*	*	*	*
MFS Target Return A	DVRAX	Hedged: Abs Return	7.9%	*	*	*	*	*	5.1%	*	*	*	*	*
iShares Select Dividend	DVY	Income: Equity	21.8%	*	*	*	*	*	-16.5%	*	*	*	*	*
SPDR S&P Int'l	DWX	Income: Equity	18.6%	*	*	*	*	*	-9.1%	*	*	*	*	*
EatonVance GlobalMacro	EIGMX	Hedged: Abs Return	8.4%	*	*	*	*	*	4.0%	*	*	*	*	*
Fidelity Balanced	FBALX	Risk-Driven	20.7%	*	*	*	*	*	17.8%	*	*	*	*	*
Fidelity Convertibles	FCVSX	Income: Multi	23.7%	*	*	*	*	*	29.9%	*	*	*	*	*
Fidelity Equity	FEQTX	Income: Equity	23.7%	*	*	*	*	*	-5.6%	*	*	*	*	*
Fidelity Muni	FHIGX	Income: Tax Exempt	8.0%	*	*	*	*	*	2.7%	*	*	*	*	*
Nuveen Amer Muni	FLAAX	Income: Tax Exempt	9.0%	*	*	*	*	*	2.2%	*	*	*	*	*
FPA Crescent	FPACX	Risk-Driven	20.8%	*	*	*	*	*	0.3%	*	*	*	*	*
Fidelity Puritan	FPURX	Risk-Driven	18.4%	*	*	*	*	*	19.2%	*	*	*	*	*
Fidelity Strategic	FSDIX	Income: Equity	18.7%	*	*	*	*	*	4.2%	*	*	*	*	*
FundX Upgrader	FUNDX	Momentum	25.8%	*	*	*	*	*	17.6%	*	*	*	*	*
First Trust Focus 5	FV	Sector Rotation	29.7%	*	*	*	*	*	15.7%	*	*	*	*	*
Gabelli ABC AAA	GABCX	Hedged: Mkt Neutral	5.9%	*	*	*	*	*	2.0%	*	*	*	*	*
Natixis ASG Global	GAFYX	Hedged: Abs Return	6.5%	*	*	*	*	*	-4.0%	*	*	*	*	*
Goldman Sachs Instl	GARTX	Hedged: Abs Return	8.6%	*	*	*	*	*	-0.4%	*	*	*	*	*
GMO Benchm-Free	GBMFX	Global Macro	14.5%	*	*	*	*	*	-2.4%	*	*	*	*	*
Goldman Dynamic	GDIFX	Global Macro	5.4%	*	*	*	*	*	-4.3%	*	*	*	*	*
Leuthold Global	GLBIX	Global Macro	12.9%	*	*	*	*	*	2.8%	*	*	*	*	*
GMO Global Alloc	GMWAX	Global Macro	15.3%	*	*	*	*	*	-0.9%	*	*	*	*	*
Goldman Sachs Strat Inc	GSZAX	Income: Multi	10.9%	*	*	*	*	*	7.1%	*	*	*	*	*
Hedge Replication	HDG	Blended	8.8%	*	*	*	*	*	1.4%	*	*	*	*	*
iShares Hi Div Equity	HDV	Income: Equity	22.3%	*	*	*	*	*	-10.8%	*	*	*	*	*
Hancock Horizon Inst	HHQTX	Hedged: Long/Short	14.4%	*	*	*	*	*	-3.9%	*	*	*	*	*
ETF: SPDR Inc Alloc	INKM	Income: Multi	18.5%	*	*	*	*	*	-4.0%	*	*	*	*	*
Ivy Asset Strategy	IVAEX	Global Macro	23.2%	*	*	*	*	*	8.2%	*	*	*	*	*
IVA Worldwide	IVWIX	Global Macro	15.9%	*	*	*	*	*	-4.6%	*	*	*	*	*
iSh MultiAsset Income	IYLD	Income: Multi	21.0%	*	*	*	*	*	-4.7%	*	*	*	*	*
Janus Balanced	JANBX	Risk-Driven	15.8%	*	*	*	*	*	12.5%	*	*	*	*	*
Jhancock Global Abs Ret I	JHAIX	Hedged: Abs Return	5.2%	*	*	*	*	*	0.9%	*	*	*	*	*
JPMorgan Mkt Neutral A	JMNAX	Hedged: Mkt Neutral	4.2%	*	*	*	*	*	13.0%	*	*	*	*	*
KCM MacroTrends	KCMTX	Hedged: Long/Short	12.8%	*	*	*	*	*	2.0%	*	*	*	*	*
Inst: Forward Select	KIFYX	Income: Multi	32.4%	*	*	*	*	*	-10.2%	*	*	*	*	*
Columbia Div Income	LBSAX	Income: Equity	19.9%	*	*	*	*	*	3.3%	*	*	*	*	*
Invesco Divers Dividend	LCEIX	Income: Equity	19.9%	*	*	*	*	*	-7.3%	*	*	*	*	*
Leuthold Core	LCORX	Global Macro	12.7%	*	*	*	*	*	6.7%	*	*	*	*	*
Lord Abbett Float Rate	LFRAX	Income: Float Rate	15.1%	*	*	*	*	*	-4.6%	*	*	*	*	*
Loomis Global Eq A	LGMAX	Income: Global	19.4%	*	*	*	*	*	13.4%	*	*	*	*	*
Loomis Global Eq Y	LSWWX	Global Macro	19.5%	*	*	*	*	*	13.7%	*	*	*	*	*
BlackRock Global I	MALOX	Global Macro	17.0%	*	*	*	*	*	14.6%	*	*	*	*	*
IQ Hedge Macro ETF	MCRO	Blended	9.7%	*	*	*	*	*	6.2%	*	*	*	*	*
BlackRock Eq Dividend	MDDVX	Income: Equity	21.4%	*	*	*	*	*	-4.3%	*	*	*	*	*
FirstTrust Multi-Asset	MDIV	Income: Multi	29.5%	*	*	*	*	*	-22.3%	*	*	*	*	*
BlackRock Nat'l Muni	MDNLX	Income: Tax Exempt	7.4%	*	*	*	*	*	2.2%	*	*	*	*	*
MainStay Marketfield A	MFADX	Hedged: Long/Short	22.5%	*	*	*	*	*	16.4%	*	*	*	*	*
MFS Global Tot Ret	MFWIX	Global Macro	14.1%	*	*	*	*	*	4.2%	*	*	*	*	*
Aberdeen Long-Short A	MLSAX	Hedged: Long/Short	26.2%	*	*	*	*	*	19.7%	*	*	*	*	*
IQ Merger Arbitrage	MNA	Hedged: Arbitrage	11.3%	*	*	*	*	*	5.0%	*	*	*	*	*
MainStay Int'l Opp	MYITX	Hedged: 130-30	21.8%	*	*	*	*	*	-3.2%	*	*	*	*	*
Grimaldi Sector	NAVFX	Sector Rotation	25.3%	*	*	*	*	*	8.0%	*	*	*	*	*
Neuberger Berman Eq Inc	NBHAX	Income: Global	20.7%	*	*	*	*	*	-3.4%	*	*	*	*	*
Nuveen Preferred I	NPSRX	Income: Multi	18.4%	*	*	*	*	*	2.5%	*	*	*	*	*
Putnam Abs Ret 100 Y	PARYX	Hedged: Abs Return	4.9%	*	*	*	*	*	3.0%	*	*	*	*	*
PIMCO All-Asset	PAUIX	Global Macro	17.5%	*	*	*	*	*	-4.2%	*	*	*	*	*
Putnam 700 Y	PDMYX	Hedged: Abs Return	4.9%	*	*	*	*	*	-10.3%	*	*	*	*	*
DWA Tech Leaders	PDP	Blended	29.4%	*	*	*	*	*	25.9%	*	*	*	*	*
iShr Preferred ETF	PFF	Income: Multi	17.8%	*	*	*	*	*	2.6%	*	*	*	*	*
PIMCO Global Multi	PGAIX	Global Macro		*	*	*	*	*		*	*	*	*	*
PowerSh Preferred ETF	PGX	Income: Multi	14.1%	*	*	*	*	*	2.9%	*	*	*	*	*
PowerShares Intl Div	PID	Income: Equity	25.4%	*	*	*	*	*	-17.3%	*	*	*	*	*
Principal GlobMultiStrat	PMSAX	Blended	9.8%	*	*	*	*	*	2.0%	*	*	*	*	*
Pimco Income P	PONPX	Income: Multi	9.5%	*	*	*	*	*	3.7%	*	*	*	*	*
Principal Preferred	PPSIX	Income: Multi	15.7%	*	*	*	*	*	3.6%	*	*	*	*	*
T. Rowe Equity Income	PRFDX	Income: Equity	22.8%	*	*	*	*	*	-10.4%	*	*	*	*	*
T. Rowe Summit Muni	PRINX	Income: Tax Exempt	8.3%	*	*	*	*	*	2.2%	*	*	*	*	*
T. Rowe Global Bond	PRSNX	Income: Multi	12.0%	*	*	*	*	*	5.1%	*	*	*	*	*
iSh Global Energy	PWC	Blended	26.0%	*	*	*	*	*	0.2%	*	*	*	*	*
Putnam Abs Ret 300 Y	PYTRX	Hedged: Abs Return	8.0%	*	*	*	*	*	-0.8%	*	*	*	*	*
IQ Hedge Multi-Strat	QAI	Blended	7.9%	*	*	*	*	*	3.8%	*	*	*	*	*
IQ Hedge ETF	QMN	Hedged: Mkt Neutral	6.1%	*	*	*	*	*	2.5%	*	*	*	*	*
RAFI Long-Short	RALS	Hedged: Long/Short	3.2%	*	*	*	*	*	-13.3%	*	*	*	*	*
RiverFront GlobalGro	RLTSX	Global Macro	25.0%	*	*	*	*	*	5.3%	*	*	*	*	*
MultiAsset ETF	RLY	Hedged: Abs Return	18.8%	*	*	*	*	*	-9.0%	*	*	*	*	*
Hundredfold Select	SFHYX	Blended	8.4%	*	*	*	*	*	25.2%	*	*	*	*	*
Sound Mind Investing	SMIFX	Momentum	25.5%	*	*	*	*	*	7.6%	*	*	*	*	*
Schwab Div Equity	SWDSX	Income: Equity	23.2%	*	*	*	*	*	-10.5%	*	*	*	*	*
Schwab Hedged Eq	SWHEX	Hedged: Long/Short	14.9%	*	*	*	*	*	-5.3%	*	*	*	*	*
Schwab Balanced	SWOBX	Risk-Driven	16.5%	*	*	*	*	*	12.1%	*	*	*	*	*
Thornburg Inv Income A	TIBAX	Income: Global	21.9%	*	*	*	*	*	-9.9%	*	*	*	*	*
Thornburg Inv Income Y	TIBIX	Global Macro	21.9%	*	*	*	*	*	-9.6%	*	*	*	*	*
T. Rowe Retire Balanced	TRRIX	Income: Multi	13.2%	*	*	*	*	*	7.9%	*	*	*	*	*
Vanguard LifeStrat Growth	VASGX	Risk-Driven	20.5%	*	*	*	*	*	9.9%	*	*	*	*	*
Vanguard LifeStrategy	VASIX	Income: Multi	6.3%	*	*	*	*	*	6.8%	*	*	*	*	*
Vanguard Balanced	VBIAX	Risk-Driven	16.4%	*	*	*	*	*	12.6%	*	*	*	*	*
Vanguard Equity	VEIPX	Income: Equity	20.8%	*	*	*	*	*	-2.9%	*	*	*	*	*
VALIC Global Strat	VGLSX	Global Macro	12.8%	*	*	*	*	*	1.6%	*	*	*	*	*
Vanguard STAR Inv	VGSTX	Risk-Driven	18.1%	*	*	*	*	*	15.0%	*	*	*	*	*
ValueLine AssetAlloc	VLAAX	Risk-Driven	16.1%	*	*	*	*	*	12.3%	*	*	*	*	*
Vanguard Market Neutral	VMNFX	Hedged: Mkt Neutral	4.5%	*	*	*	*	*	-8.8%	*	*	*	*	*
Vanguard Managed Payout	VPGDX	Income: Multi	15.4%	*	*	*	*	*	1.8%	*	*	*	*	*
Vanguard Target Retire	VTINX	Income: Multi	8.4%	*	*	*	*	*	7.4%	*	*	*	*	*
Vanguard Wellington Inv	VWELX	Risk-Driven	16.3%	*	*	*	*	*	7.5%	*	*	*	*	*
Vanguard Wellesley Adm	VWIAX	Income: Multi	10.1%	*	*	*	*	*	5.2%	*	*	*	*	*
Vanguard Wellesley Inv	VWINX	Risk-Driven	10.1%	*	*	*	*	*	5.2%	*	*	*	*	*
Vanguard LT Tax-Exempt	VWLTX	Income: Tax Exempt	6.8%	*	*	*	*	*	4.2%	*	*	*	*	*
Vanguard Hi Div Yld ETF	VYM	Income: Equity	20.6%	*	*	*	*	*	-5.6%	*	*	*	*	*
WF Asset Allocation	WFAIX	Risk-Driven	14.0%	*	*	*	*	*	13.3%	*	*	*	*	*

Disclaimer: This report is provided "as is" for informational purposes only. VizMetrics Inc. is a publisher and none of our content constitutes a recommendation that any particular investment is suitable for any specific person. Neither VizMetrics nor any of its information providers is liable for errors, omissions, or for any actions taken based on this information. This report is subject to the VizMetrics Terms of Service. Contact us if you wish to learn more about this or other VizMetrics reports, please visit www.vizmetrics.com Copyright © 2020, VizMetrics Inc. All rights reserved. Unauthorized reproduction or distribution prohibited.