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Tactical: Managed, ranked by Standard Deviation

for period ending March 31, 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 average14.6%***** 33.1%*****
 
AQR Divers NADANXHedged: Arbitrage13.5%***** 41.2%*****
AlphaClone AlternativeALFAHedged: Long/Short35.5%***** 71.0%*****
S&P AggressiveAOARisk-Driven17.3%***** 43.8%*****
S&P ConservativeAOKRisk-Driven7.1%***** 16.8%*****
S&P ModerateAOMRisk-Driven8.4%***** 21.1%*****
S&P GrowthAORRisk-Driven12.4%***** 32.2%*****
Arbitrage IARBNXHedged: Arbitrage3.4%***** 10.4%*****
Am Century Target DateARTOXIncome: Multi9.6%***** 25.3%*****
Absolute Strategies IASFIXHedged: Abs Return4.4%***** -6.0%*****
Dreyfus Alpha IAVGRXBlended8.7%***** 13.8%*****
BlackRock Strat Inc OppBASIXIncome: Multi4.1%***** 13.8%*****
Ibbotson BalancedBETFXRisk-Driven13.9%***** 33.3%*****
PwrSh Sr Loan PortfolioBKLNIncome: Float Rate4.4%***** 11.5%*****
BlackRock EmMkt ABLSAXHedged: Long/Short19.9%***** 62.4%*****
UBS Dyn Alpha ABNAAXBlended7.8%***** 19.3%*****
UBS Global AllocBPGLXGlobal Macro15.3%***** 36.4%*****
Robeco Long/Short IBPLSXHedged: Long/Short25.0%***** 31.7%*****
Berkshire Hathaway IncBRK.AGlobal Macro29.6%***** 41.8%*****
Calamos Convertible ACCVIXIncome: Multi29.7%***** 71.7%*****
Invesco Convertible YCNSDXIncome: Multi25.1%***** 63.3%*****
Columbia Thermostat ZCOTZXRisk-Driven12.3%***** 30.3%*****
IQ CPI Hedge ETFCPIHedged: Abs Return2.6%***** 4.0%*****
ProShares Lg CapCSMHedged: 130-3026.0%***** 56.1%*****
Calamos Global GrowthCVLOXIncome: Global24.4%***** 64.1%*****
Calamos Market Neu IncCVSIXHedged: Mkt Neutral3.5%***** 10.8%*****
Gugg Multi-AssetCVYIncome: Multi33.0%***** 73.5%*****
Barclays Conv BondCWBIncome: Multi31.5%***** 78.9%*****
WisdmTr EM HiYldDEMIncome: Equity21.2%***** 44.6%*****
WisdmTr EM SmCapDGSIncome: Equity21.1%***** 62.0%*****
Diamond Hill Long-Short IDHLSXHedged: Long/Short19.9%***** 41.6%*****
WisdomTree ex-USDLNIncome: Equity23.1%***** 45.5%*****
WisdmTr Intl SmCapDLSIncome: Equity19.5%***** 54.4%*****
Dodge & Cox BalancedDODBXRisk-Driven21.1%***** 50.0%*****
DFA Select Hedged DSHGXGlobal Macro23.3%***** 64.7%*****
WisdmTr Top 100DTNIncome: Equity23.6%***** 51.1%*****
MFS Target Return ADVRAXHedged: Abs Return5.8%***** 11.4%*****
iShares Select DividendDVYIncome: Equity25.5%***** 61.3%*****
SPDR S&P Int'lDWXIncome: Equity15.4%***** 29.3%*****
EatonVance GlobalMacroEIGMXHedged: Abs Return3.8%***** 10.7%*****
Fidelity BalancedFBALXRisk-Driven18.1%***** 48.4%*****
Fidelity ConvertiblesFCVSXIncome: Multi27.6%***** 68.3%*****
Fidelity EquityFEQTXIncome: Equity26.8%***** 53.0%*****
Fidelity MuniFHIGXIncome: Tax Exempt5.9%***** 6.5%*****
Nuveen Amer MuniFLAAXIncome: Tax Exempt6.3%***** 8.5%*****
FPA CrescentFPACXRisk-Driven19.4%***** 54.8%*****
Fidelity PuritanFPURXRisk-Driven15.8%***** 41.8%*****
Fidelity StrategicFSDIXIncome: Equity17.8%***** 41.4%*****
FundX UpgraderFUNDXMomentum25.4%***** 55.2%*****
First Trust Focus 5FVSector Rotation33.7%***** 73.6%*****
Gabelli ABC AAAGABCXHedged: Mkt Neutral2.9%***** 11.6%*****
Natixis ASG GlobalGAFYXHedged: Abs Return4.1%***** 6.8%*****
Goldman Sachs Instl GARTXHedged: Abs Return6.5%***** 16.7%*****
GMO Benchm-FreeGBMFXGlobal Macro8.5%***** 22.0%*****
Goldman DynamicGDIFXGlobal Macro4.5%***** -8.0%*****
Leuthold GlobalGLBIXGlobal Macro11.4%***** 31.7%*****
GMO Global AllocGMWAXGlobal Macro11.3%***** 33.4%*****
Goldman Sachs Strat IncGSZAXIncome: Multi7.2%***** 15.1%*****
Hedge ReplicationHDGBlended7.7%***** 21.7%*****
iShares Hi Div EquityHDVIncome: Equity25.7%***** 38.2%*****
Hancock Horizon InstHHQTXHedged: Long/Short8.3%***** 20.0%*****
ETF: SPDR Inc AllocINKMIncome: Multi12.3%***** 31.1%*****
Ivy Asset StrategyIVAEXGlobal Macro19.1%***** 45.1%*****
IVA WorldwideIVWIXGlobal Macro13.4%***** 29.9%*****
iSh MultiAsset IncomeIYLDIncome: Multi12.6%***** 22.7%*****
Janus BalancedJANBXRisk-Driven13.6%***** 31.3%*****
Jhancock Global Abs Ret IJHAIXHedged: Abs Return7.1%***** 9.5%*****
JPMorgan Mkt Neutral AJMNAXHedged: Mkt Neutral4.5%***** 3.2%*****
KCM MacroTrendsKCMTXHedged: Long/Short15.3%***** 27.3%*****
Inst: Forward SelectKIFYXIncome: Multi20.1%***** 49.2%*****
Columbia Div IncomeLBSAXIncome: Equity20.6%***** 45.3%*****
Invesco Divers DividendLCEIXIncome: Equity19.2%***** 43.7%*****
Leuthold CoreLCORXGlobal Macro10.5%***** 31.2%*****
Lord Abbett Float RateLFRAXIncome: Float Rate4.5%***** 18.7%*****
Loomis Global Eq ALGMAXIncome: Global15.8%***** 36.6%*****
Loomis Global Eq YLSWWXGlobal Macro15.9%***** 37.0%*****
BlackRock Global IMALOXGlobal Macro16.4%***** 40.6%*****
IQ Hedge Macro ETFMCROBlended6.7%***** 19.1%*****
BlackRock Eq DividendMDDVXIncome: Equity26.5%***** 52.8%*****
FirstTrust Multi-AssetMDIVIncome: Multi24.0%***** 45.7%*****
BlackRock Nat'l MuniMDNLXIncome: Tax Exempt5.1%***** 7.2%*****
MainStay Marketfield AMFADXHedged: Long/Short19.5%***** 51.3%*****
MFS Global Tot RetMFWIXGlobal Macro12.6%***** 30.2%*****
Aberdeen Long-Short AMLSAXHedged: Long/Short25.8%***** 58.1%*****
IQ Merger ArbitrageMNAHedged: Arbitrage6.6%***** 11.8%*****
MainStay Int'l OppMYITXHedged: 130-3017.8%***** 40.7%*****
Grimaldi SectorNAVFXSector Rotation19.6%***** 49.7%*****
Neuberger Berman Eq IncNBHAXIncome: Global15.3%***** 40.3%*****
Nuveen Preferred INPSRXIncome: Multi9.4%***** 26.6%*****
Putnam Abs Ret 100 YPARYXHedged: Abs Return2.1%***** 6.6%*****
PIMCO All-AssetPAUIXGlobal Macro13.5%***** 37.5%*****
Putnam 700 YPDMYXHedged: Abs Return4.7%***** -4.2%*****
DWA Tech LeadersPDPBlended28.3%***** 57.8%*****
iShr Preferred ETFPFFIncome: Multi13.4%***** 26.9%*****
PIMCO Global MultiPGAIXGlobal Macro *****  *****
PowerSh Preferred ETFPGXIncome: Multi11.6%***** 19.4%*****
PowerShares Intl DivPIDIncome: Equity24.3%***** 52.4%*****
Principal GlobMultiStratPMSAXBlended5.3%***** 17.2%*****
Pimco Income PPONPXIncome: Multi3.9%***** 14.3%*****
Principal PreferredPPSIXIncome: Multi8.3%***** 20.2%*****
T. Rowe Equity IncomePRFDXIncome: Equity27.8%***** 60.4%*****
T. Rowe Summit MuniPRINXIncome: Tax Exempt6.1%***** 7.5%*****
T. Rowe Global BondPRSNXIncome: Multi6.2%***** 17.8%*****
iSh Global EnergyPWCBlended22.7%***** 58.8%*****
Putnam Abs Ret 300 YPYTRXHedged: Abs Return2.4%***** 10.8%*****
IQ Hedge Multi-StratQAIBlended5.4%***** 13.9%*****
IQ Hedge ETFQMNHedged: Mkt Neutral4.1%***** 10.6%*****
RAFI Long-ShortRALSHedged: Long/Short7.1%***** 3.7%*****
RiverFront GlobalGroRLTSXGlobal Macro19.9%***** 50.2%*****
MultiAsset ETFRLYHedged: Abs Return17.4%***** 42.4%*****
Hundredfold SelectSFHYXBlended10.5%***** 36.4%*****
Sound Mind InvestingSMIFXMomentum26.4%***** 62.4%*****
Schwab Div EquitySWDSXIncome: Equity22.0%***** 49.6%*****
Schwab Hedged EqSWHEXHedged: Long/Short13.4%***** 18.3%*****
Schwab BalancedSWOBXRisk-Driven14.2%***** 33.0%*****
Thornburg Inv Income ATIBAXIncome: Global21.5%***** 47.5%*****
Thornburg Inv Income YTIBIXGlobal Macro21.6%***** 47.9%*****
T. Rowe Retire BalancedTRRIXIncome: Multi9.6%***** 27.8%*****
Vanguard LifeStrat GrowthVASGXRisk-Driven18.0%***** 45.3%*****
Vanguard LifeStrategyVASIXIncome: Multi5.4%***** 10.8%*****
Vanguard BalancedVBIAXRisk-Driven14.3%***** 34.8%*****
Vanguard EquityVEIPXIncome: Equity21.8%***** 47.4%*****
VALIC Global StratVGLSXGlobal Macro9.6%***** 23.7%*****
Vanguard STAR InvVGSTXRisk-Driven16.5%***** 42.9%*****
ValueLine AssetAllocVLAAXRisk-Driven13.7%***** 24.9%*****
Vanguard Market NeutralVMNFXHedged: Mkt Neutral7.5%***** -0.3%*****
Vanguard Managed PayoutVPGDXIncome: Multi11.4%***** 32.6%*****
Vanguard Target RetireVTINXIncome: Multi6.7%***** 17.0%*****
Vanguard Wellington InvVWELXRisk-Driven13.9%***** 32.8%*****
Vanguard Wellesley AdmVWIAXIncome: Multi9.2%***** 18.4%*****
Vanguard Wellesley InvVWINXRisk-Driven9.2%***** 18.4%*****
Vanguard LT Tax-Exempt VWLTXIncome: Tax Exempt5.4%***** 6.4%*****
Vanguard Hi Div Yld ETFVYMIncome: Equity22.3%***** 47.9%*****
WF Asset AllocationWFAIXRisk-Driven13.6%***** 29.9%*****