VizMetrics Inc. - Better visibility. Better results.

Tactical: Managed, ranked by Total Return

for period ending June 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.
   Total Return VizMetrics Score
Recipe NameIDCategoryYear-to-dateJun 2021    1 year3 year5 year7 year10 year15 year 1 year3 year5 year7 year10 year15 year
  Group average8.1%0.3%23.8%***** 69*****
 
AQR Divers NADANXHedged: Arbitrage6.7%0.7%30.1%***** 79*****
AlphaClone AlternativeALFAHedged: Long/Short10.2%9.4%49.3%***** 100*****
S&P AggressiveAOARisk-Driven10.3%0.8%31.0%***** 81*****
S&P ConservativeAOKRisk-Driven3.1%0.8%11.3%***** 53*****
S&P ModerateAOMRisk-Driven4.5%0.8%15.2%***** 58*****
S&P GrowthAORRisk-Driven7.5%0.7%23.0%***** 70*****
Arbitrage IARBNXHedged: Arbitrage2.1%-0.8%7.1%***** 47*****
Am Century Target DateARTOXIncome: Multi5.4%0.7%17.4%***** 62*****
Absolute Strategies IASFIXHedged: Abs Return-7.0%-3.7%-8.4%***** 15*****
Dreyfus Alpha IAVGRXBlended5.5%1.8%13.3%***** 53*****
BlackRock Strat Inc OppBASIXIncome: Multi1.1%0.2%8.1%***** 50*****
Ibbotson BalancedBETFXRisk-Driven8.3%0.4%23.6%***** 71*****
PwrSh Sr Loan PortfolioBKLNIncome: Float Rate1.0%0.0%7.1%***** 47*****
BlackRock EmMkt ABLSAXHedged: Long/Short8.0%1.1%40.7%***** 100*****
UBS Dyn Alpha ABNAAXBlended4.0%0.6%14.2%***** 57*****
UBS Global AllocBPGLXGlobal Macro5.1%-0.2%25.9%***** 75*****
Robeco Long/Short IBPLSXHedged: Long/Short16.4%-5.8%25.3%***** 58*****
Berkshire Hathaway IncBRK.AGlobal Macro20.4%-4.0%56.6%***** 100*****
Calamos Convertible ACCVIXIncome: Multi4.1%1.9%35.2%***** 85*****
Invesco Convertible YCNSDXIncome: Multi3.2%2.0%36.0%***** 86*****
Columbia Thermostat ZCOTZXRisk-Driven6.1%0.6%19.4%***** 65*****
IQ CPI Hedge ETFCPIHedged: Abs Return0.4%0.1%1.9%***** 38*****
ProShares Lg CapCSMHedged: 130-3018.2%2.5%41.4%***** 92*****
Calamos Global GrowthCVLOXIncome: Global8.6%0.1%38.0%***** 92*****
Calamos Market Neu IncCVSIXHedged: Mkt Neutral2.5%0.2%6.8%***** 47*****
Gugg Multi-AssetCVYIncome: Multi23.4%-0.3%53.8%***** 100*****
Barclays Conv BondCWBIncome: Multi5.3%3.1%46.9%***** 100*****
WisdmTr EM HiYldDEMIncome: Equity13.0%-0.7%33.1%***** 83*****
WisdmTr EM SmCapDGSIncome: Equity16.0%2.3%45.6%***** 100*****
Diamond Hill Long-Short IDHLSXHedged: Long/Short13.3%-1.9%30.0%***** 77*****
WisdomTree ex-USDLNIncome: Equity13.1%0.4%32.8%***** 81*****
WisdmTr Intl SmCapDLSIncome: Equity11.6%-1.1%38.3%***** 93*****
Dodge & Cox BalancedDODBXRisk-Driven16.7%-0.1%37.9%***** 94*****
DFA Select Hedged DSHGXGlobal Macro15.7%0.7%44.9%***** 100*****
WisdmTr Top 100DTNIncome: Equity17.4%-1.4%36.2%***** 89*****
MFS Target Return ADVRAXHedged: Abs Return2.1%0.5%7.9%***** 46*****
iShares Select DividendDVYIncome: Equity23.3%-2.9%50.0%***** 100*****
SPDR S&P Int'lDWXIncome: Equity9.6%-1.3%23.4%***** 66*****
EatonVance GlobalMacroEIGMXHedged: Abs Return1.7%0.5%5.7%***** 45*****
Fidelity BalancedFBALXRisk-Driven11.1%1.9%33.4%***** 86*****
Fidelity ConvertiblesFCVSXIncome: Multi8.1%2.0%45.2%***** 100*****
Fidelity EquityFEQTXIncome: Equity16.4%-1.1%38.6%***** 91*****
Fidelity MuniFHIGXIncome: Tax Exempt2.4%0.5%6.7%***** 45*****
Nuveen Amer MuniFLAAXIncome: Tax Exempt3.2%0.7%8.4%***** 47*****
FPA CrescentFPACXRisk-Driven13.3%-1.4%39.0%***** 94*****
Fidelity PuritanFPURXRisk-Driven11.8%1.8%29.8%***** 79*****
Fidelity StrategicFSDIXIncome: Equity11.4%0.9%31.8%***** 82*****
FundX UpgraderFUNDXMomentum7.4%0.1%35.2%***** 86*****
First Trust Focus 5FVSector Rotation17.1%1.9%47.3%***** 100*****
Gabelli ABC AAAGABCXHedged: Mkt Neutral3.5%0.2%8.6%***** 51*****
Natixis ASG GlobalGAFYXHedged: Abs Return0.6%-1.6%6.3%***** 43*****
Goldman Sachs Instl GARTXHedged: Abs Return5.0%0.4%15.3%***** 59*****
GMO Benchm-FreeGBMFXGlobal Macro5.6%-2.1%13.7%***** 55*****
Goldman DynamicGDIFXGlobal Macro1.9%1.3%-2.6%***** 26*****
Leuthold GlobalGLBIXGlobal Macro10.7%-0.6%24.4%***** 72*****
GMO Global AllocGMWAXGlobal Macro7.9%-1.2%23.4%***** 71*****
Goldman Sachs Strat IncGSZAXIncome: Multi-1.4%0.0%6.6%***** 44*****
Hedge ReplicationHDGBlended4.5%0.1%14.3%***** 58*****
iShares Hi Div EquityHDVIncome: Equity12.1%-0.8%23.6%***** 65*****
Hancock Horizon InstHHQTXHedged: Long/Short6.6%0.7%15.6%***** 57*****
ETF: SPDR Inc AllocINKMIncome: Multi7.1%0.5%22.0%***** 70*****
Ivy Asset StrategyIVAEXGlobal Macro9.0%0.0%30.8%***** 79*****
iSh MultiAsset IncomeIYLDIncome: Multi1.7%1.0%13.2%***** 53*****
Janus BalancedJANBXRisk-Driven8.6%2.4%24.3%***** 70*****
Jhancock Global Abs Ret IJHAIXHedged: Abs Return6.4%1.6%10.0%***** 50*****
JPMorgan Mkt Neutral AJMNAXHedged: Mkt Neutral-1.5%-1.5%1.7%***** 33*****
KCM MacroTrendsKCMTXHedged: Long/Short20.2%2.8%38.2%***** 90*****
Inst: Forward SelectKIFYXIncome: Multi10.4%1.9%30.6%***** 85*****
Columbia Div IncomeLBSAXIncome: Equity15.1%0.3%35.6%***** 87*****
Invesco Divers DividendLCEIXIncome: Equity13.0%-2.0%33.2%***** 84*****
Leuthold CoreLCORXGlobal Macro9.9%-1.4%23.0%***** 70*****
Lord Abbett Float RateLFRAXIncome: Float Rate3.6%0.7%12.4%***** 57*****
Loomis Global Eq ALGMAXIncome: Global8.5%2.1%25.6%***** 73*****
Loomis Global Eq YLSWWXGlobal Macro8.7%2.1%26.0%***** 73*****
BlackRock Global IMALOXGlobal Macro6.6%-0.1%28.5%***** 79*****
IQ Hedge Macro ETFMCROBlended1.9%0.3%11.2%***** 52*****
BlackRock Eq DividendMDDVXIncome: Equity16.3%-2.3%39.8%***** 92*****
FirstTrust Multi-AssetMDIVIncome: Multi15.7%1.2%30.7%***** 78*****
BlackRock Nat'l MuniMDNLXIncome: Tax Exempt1.6%0.3%5.2%***** 43*****
MainStay Marketfield AMFADXHedged: Long/Short5.6%-3.3%26.7%***** 72*****
MFS Global Tot RetMFWIXGlobal Macro5.9%-1.1%21.7%***** 68*****
Aberdeen Long-Short AMLSAXHedged: Long/Short12.1%2.1%42.1%***** 94*****
IQ Merger ArbitrageMNAHedged: Arbitrage0.6%0.1%8.8%***** 48*****
MainStay Int'l OppMYITXHedged: 130-3010.4%-0.7%30.5%***** 78*****
Grimaldi SectorNAVFXSector Rotation11.0%1.0%30.9%***** 79*****
Neuberger Berman Eq IncNBHAXIncome: Global12.3%-0.7%32.3%***** 85*****
Nuveen Preferred INPSRXIncome: Multi4.6%1.1%17.2%***** 64*****
Putnam Abs Ret 100 YPARYXHedged: Abs Return0.9%0.0%2.7%***** 41*****
PIMCO All-AssetPAUIXGlobal Macro12.9%0.9%29.5%***** 82*****
Putnam 700 YPDMYXHedged: Abs Return0.7%0.1%-0.5%***** 30*****
DWA Tech LeadersPDPBlended2.1%3.6%33.1%***** 83*****
iShr Preferred ETFPFFIncome: Multi4.2%1.7%19.1%***** 64*****
PIMCO Global MultiPGAIXGlobal Macro   *****  *****
PowerSh Preferred ETFPGXIncome: Multi2.9%1.9%14.0%***** 55*****
PowerShares Intl DivPIDIncome: Equity17.1%-1.8%49.7%***** 100*****
Principal GlobMultiStratPMSAXBlended4.2%0.0%12.4%***** 55*****
Pimco Income PPONPXIncome: Multi1.8%0.3%9.5%***** 52*****
Principal PreferredPPSIXIncome: Multi2.7%0.9%12.1%***** 56*****
T. Rowe Equity IncomePRFDXIncome: Equity18.5%-2.4%47.8%***** 100*****
T. Rowe Summit MuniPRINXIncome: Tax Exempt2.6%0.6%7.1%***** 46*****
T. Rowe Global BondPRSNXIncome: Multi0.5%0.1%8.3%***** 49*****
iSh Global EnergyPWCBlended15.7%-1.0%39.2%***** 91*****
Putnam Abs Ret 300 YPYTRXHedged: Abs Return0.1%-0.5%4.3%***** 42*****
IQ Hedge Multi-StratQAIBlended1.0%0.2%8.5%***** 49*****
IQ Hedge ETFQMNHedged: Mkt Neutral0.6%0.0%6.2%***** 46*****
RAFI Long-ShortRALSHedged: Long/Short5.0%-3.0%4.0%***** 35*****
RiverFront GlobalGroRLTSXGlobal Macro12.2%1.5%35.1%***** 87*****
MultiAsset ETFRLYHedged: Abs Return16.9%-0.2%37.2%***** 89*****
Hundredfold SelectSFHYXBlended9.9%0.6%33.4%***** 87*****
Sound Mind InvestingSMIFXMomentum10.0%-0.7%45.9%***** 100*****
Schwab Div EquitySWDSXIncome: Equity17.2%-0.9%38.4%***** 91*****
Schwab Hedged EqSWHEXHedged: Long/Short14.8%1.1%19.8%***** 59*****
Schwab BalancedSWOBXRisk-Driven8.8%2.1%23.1%***** 68*****
Thornburg Inv Income ATIBAXIncome: Global11.8%-1.1%32.4%***** 82*****
Thornburg Inv Income YTIBIXGlobal Macro11.9%-1.1%32.8%***** 82*****
T. Rowe Retire BalancedTRRIXIncome: Multi6.1%0.6%18.9%***** 65*****
Vanguard LifeStrat GrowthVASGXRisk-Driven9.9%1.2%31.9%***** 83*****
Vanguard LifeStrategyVASIXIncome: Multi1.0%0.8%7.0%***** 46*****
Vanguard BalancedVBIAXRisk-Driven8.3%1.9%24.8%***** 72*****
Vanguard EquityVEIPXIncome: Equity15.8%-1.0%37.7%***** 92*****
VALIC Global StratVGLSXGlobal Macro6.6%0.5%18.9%***** 63*****
Vanguard STAR InvVGSTXRisk-Driven8.1%1.7%29.4%***** 81*****
ValueLine AssetAllocVLAAXRisk-Driven3.7%2.4%16.1%***** 56*****
Vanguard Market NeutralVMNFXHedged: Mkt Neutral9.4%-0.9%1.8%***** 33*****
Vanguard Managed PayoutVPGDXIncome: Multi9.8%0.4%26.5%***** 76*****
Vanguard Target RetireVTINXIncome: Multi3.3%0.8%12.0%***** 54*****
Vanguard Wellington InvVWELXRisk-Driven10.0%1.2%26.0%***** 74*****
Vanguard Wellesley AdmVWIAXIncome: Multi5.1%0.5%13.6%***** 56*****
Vanguard Wellesley InvVWINXRisk-Driven5.1%0.5%13.5%***** 55*****
Vanguard LT Tax-Exempt VWLTXIncome: Tax Exempt1.6%0.4%5.6%***** 43*****
Vanguard Hi Div Yld ETFVYMIncome: Equity16.1%-1.2%37.2%***** 91*****
WF Asset AllocationWFAIXRisk-Driven8.3%1.8%22.3%***** 67*****