VizMetrics Inc. - Better visibility. Better results.

Tactical: Managed, ranked by Total Return

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.
   Total Return VizMetrics Score
Recipe NameIDCategoryYear-to-dateMar 2021    1 year3 year5 year7 year10 year15 year 1 year3 year5 year7 year10 year15 year
  Group average3.9%2.1%33.1%***** 57*****
 
AQR Divers NADANXHedged: Arbitrage5.5%-3.4%41.2%***** 64*****
AlphaClone AlternativeALFAHedged: Long/Short-1.8%-6.1%71.0%***** 88*****
S&P AggressiveAOARisk-Driven4.3%2.7%43.8%***** 67*****
S&P ConservativeAOKRisk-Driven-0.1%0.5%16.8%***** 42*****
S&P ModerateAOMRisk-Driven0.8%1.1%21.1%***** 46*****
S&P GrowthAORRisk-Driven2.6%1.7%32.2%***** 56*****
Arbitrage IARBNXHedged: Arbitrage1.5%0.5%10.4%***** 37*****
Am Century Target DateARTOXIncome: Multi1.6%1.2%25.3%***** 50*****
Absolute Strategies IASFIXHedged: Abs Return-3.3%-2.8%-6.0%***** 17*****
Dreyfus Alpha IAVGRXBlended-1.2%1.6%13.8%***** 37*****
BlackRock Strat Inc OppBASIXIncome: Multi0.1%-0.3%13.8%***** 40*****
Ibbotson BalancedBETFXRisk-Driven3.6%1.7%33.3%***** 57*****
PwrSh Sr Loan PortfolioBKLNIncome: Float Rate0.2%-0.0%11.5%***** 37*****
BlackRock EmMkt ABLSAXHedged: Long/Short4.1%-0.3%62.4%***** 88*****
UBS Dyn Alpha ABNAAXBlended1.5%1.5%19.3%***** 45*****
UBS Global AllocBPGLXGlobal Macro1.9%1.4%36.4%***** 61*****
Robeco Long/Short IBPLSXHedged: Long/Short13.3%10.0%31.7%***** 48*****
Berkshire Hathaway IncBRK.AGlobal Macro10.9%5.8%41.8%***** 59*****
Calamos Convertible ACCVIXIncome: Multi1.5%-3.4%71.7%***** 93*****
Invesco Convertible YCNSDXIncome: Multi0.2%-4.1%63.3%***** 84*****
Columbia Thermostat ZCOTZXRisk-Driven2.2%1.3%30.3%***** 55*****
IQ CPI Hedge ETFCPIHedged: Abs Return-0.6%-0.3%4.0%***** 30*****
ProShares Lg CapCSMHedged: 130-308.4%5.6%56.1%***** 75*****
Calamos Global GrowthCVLOXIncome: Global3.7%-0.8%64.1%***** 87*****
Calamos Market Neu IncCVSIXHedged: Mkt Neutral1.3%0.7%10.8%***** 37*****
Gugg Multi-AssetCVYIncome: Multi16.4%7.1%73.5%***** 93*****
Barclays Conv BondCWBIncome: Multi0.9%-4.0%78.9%***** 99*****
WisdmTr EM HiYldDEMIncome: Equity8.3%4.9%44.6%***** 67*****
WisdmTr EM SmCapDGSIncome: Equity7.7%3.6%62.0%***** 87*****
Diamond Hill Long-Short IDHLSXHedged: Long/Short8.8%4.2%41.6%***** 64*****
WisdomTree ex-USDLNIncome: Equity7.2%7.0%45.5%***** 67*****
WisdmTr Intl SmCapDLSIncome: Equity6.4%3.7%54.4%***** 78*****
Dodge & Cox BalancedDODBXRisk-Driven9.9%3.7%50.0%***** 74*****
DFA Select Hedged DSHGXGlobal Macro9.1%4.1%64.7%***** 89*****
WisdmTr Top 100DTNIncome: Equity13.0%8.2%51.1%***** 74*****
MFS Target Return ADVRAXHedged: Abs Return-0.8%1.2%11.4%***** 36*****
iShares Select DividendDVYIncome: Equity19.6%9.5%61.3%***** 85*****
SPDR S&P Int'lDWXIncome: Equity4.7%5.1%29.3%***** 51*****
EatonVance GlobalMacroEIGMXHedged: Abs Return0.0%-0.5%10.7%***** 37*****
Fidelity BalancedFBALXRisk-Driven4.5%2.6%48.4%***** 72*****
Fidelity ConvertiblesFCVSXIncome: Multi3.9%-2.4%68.3%***** 90*****
Fidelity EquityFEQTXIncome: Equity10.0%7.5%53.0%***** 75*****
Fidelity MuniFHIGXIncome: Tax Exempt0.1%0.7%6.5%***** 30*****
Nuveen Amer MuniFLAAXIncome: Tax Exempt0.1%0.8%8.5%***** 32*****
FPA CrescentFPACXRisk-Driven9.8%2.6%54.8%***** 78*****
Fidelity PuritanFPURXRisk-Driven4.5%1.5%41.8%***** 65*****
Fidelity StrategicFSDIXIncome: Equity5.4%3.3%41.4%***** 64*****
FundX UpgraderFUNDXMomentum1.7%-1.1%55.2%***** 76*****
First Trust Focus 5FVSector Rotation10.3%3.5%73.6%***** 92*****
Gabelli ABC AAAGABCXHedged: Mkt Neutral2.2%0.8%11.6%***** 39*****
Natixis ASG GlobalGAFYXHedged: Abs Return-1.3%0.8%6.8%***** 32*****
Goldman Sachs Instl GARTXHedged: Abs Return2.0%1.4%16.7%***** 42*****
GMO Benchm-FreeGBMFXGlobal Macro5.0%2.7%22.0%***** 48*****
Goldman DynamicGDIFXGlobal Macro-1.6%2.4%-8.0%***** 14*****
Leuthold GlobalGLBIXGlobal Macro6.6%2.8%31.7%***** 56*****
GMO Global AllocGMWAXGlobal Macro4.7%2.3%33.4%***** 59*****
Goldman Sachs Strat IncGSZAXIncome: Multi-2.6%-0.3%15.1%***** 40*****
Hedge ReplicationHDGBlended3.3%-0.0%21.7%***** 47*****
iShares Hi Div EquityHDVIncome: Equity9.3%6.9%38.2%***** 58*****
Hancock Horizon InstHHQTXHedged: Long/Short2.5%1.2%20.0%***** 44*****
ETF: SPDR Inc AllocINKMIncome: Multi3.0%1.7%31.1%***** 56*****
Ivy Asset StrategyIVAEXGlobal Macro2.5%2.3%45.1%***** 67*****
IVA WorldwideIVWIXGlobal Macro5.6%2.8%29.9%***** 54*****
iSh MultiAsset IncomeIYLDIncome: Multi-2.3%0.0%22.7%***** 46*****
Janus BalancedJANBXRisk-Driven1.6%1.7%31.3%***** 54*****
Jhancock Global Abs Ret IJHAIXHedged: Abs Return3.0%3.4%9.5%***** 34*****
JPMorgan Mkt Neutral AJMNAXHedged: Mkt Neutral-0.5%1.2%3.2%***** 26*****
KCM MacroTrendsKCMTXHedged: Long/Short9.8%1.3%27.3%***** 48*****
Inst: Forward SelectKIFYXIncome: Multi5.0%2.8%49.2%***** 75*****
Columbia Div IncomeLBSAXIncome: Equity8.8%6.5%45.3%***** 67*****
Invesco Divers DividendLCEIXIncome: Equity8.6%7.6%43.7%***** 67*****
Leuthold CoreLCORXGlobal Macro6.1%4.0%31.2%***** 56*****
Lord Abbett Float RateLFRAXIncome: Float Rate1.8%0.1%18.7%***** 46*****
Loomis Global Eq ALGMAXIncome: Global1.3%1.8%36.6%***** 60*****
Loomis Global Eq YLSWWXGlobal Macro1.4%1.9%37.0%***** 60*****
BlackRock Global IMALOXGlobal Macro1.8%0.8%40.6%***** 65*****
IQ Hedge Macro ETFMCROBlended-0.0%-1.2%19.1%***** 44*****
BlackRock Eq DividendMDDVXIncome: Equity11.4%6.5%52.8%***** 75*****
FirstTrust Multi-AssetMDIVIncome: Multi8.9%5.2%45.7%***** 66*****
BlackRock Nat'l MuniMDNLXIncome: Tax Exempt-0.0%0.8%7.2%***** 32*****
MainStay Marketfield AMFADXHedged: Long/Short4.9%2.8%51.3%***** 76*****
MFS Global Tot RetMFWIXGlobal Macro2.1%2.1%30.2%***** 55*****
Aberdeen Long-Short AMLSAXHedged: Long/Short5.3%2.7%58.1%***** 78*****
IQ Merger ArbitrageMNAHedged: Arbitrage-1.1%0.8%11.8%***** 37*****
MainStay Int'l OppMYITXHedged: 130-304.1%1.1%40.7%***** 62*****
Grimaldi SectorNAVFXSector Rotation6.3%3.7%49.7%***** 71*****
Neuberger Berman Eq IncNBHAXIncome: Global6.6%5.0%40.3%***** 65*****
Nuveen Preferred INPSRXIncome: Multi1.6%0.7%26.6%***** 53*****
Putnam Abs Ret 100 YPARYXHedged: Abs Return0.3%-0.0%6.6%***** 33*****
PIMCO All-AssetPAUIXGlobal Macro6.0%1.2%37.5%***** 63*****
Putnam 700 YPDMYXHedged: Abs Return-1.7%0.7%-4.2%***** 19*****
DWA Tech LeadersPDPBlended-3.0%-2.1%57.8%***** 80*****
iShr Preferred ETFPFFIncome: Multi0.5%3.2%26.9%***** 51*****
PIMCO Global MultiPGAIXGlobal Macro   *****  *****
PowerSh Preferred ETFPGXIncome: Multi-0.5%3.2%19.4%***** 43*****
PowerShares Intl DivPIDIncome: Equity9.3%5.2%52.4%***** 74*****
Principal GlobMultiStratPMSAXBlended1.3%0.8%17.2%***** 43*****
Pimco Income PPONPXIncome: Multi-0.2%-0.1%14.3%***** 41*****
Principal PreferredPPSIXIncome: Multi0.0%0.3%20.2%***** 47*****
T. Rowe Equity IncomePRFDXIncome: Equity13.4%6.7%60.4%***** 82*****
T. Rowe Summit MuniPRINXIncome: Tax Exempt0.2%0.8%7.5%***** 31*****
T. Rowe Global BondPRSNXIncome: Multi-0.9%-0.6%17.8%***** 44*****
iSh Global EnergyPWCBlended9.3%1.8%58.8%***** 79*****
Putnam Abs Ret 300 YPYTRXHedged: Abs Return1.6%-0.2%10.8%***** 37*****
IQ Hedge Multi-StratQAIBlended-0.4%-0.7%13.9%***** 40*****
IQ Hedge ETFQMNHedged: Mkt Neutral-0.3%-0.5%10.6%***** 37*****
RAFI Long-ShortRALSHedged: Long/Short8.2%3.6%3.7%***** 27*****
RiverFront GlobalGroRLTSXGlobal Macro4.7%3.2%50.2%***** 72*****
MultiAsset ETFRLYHedged: Abs Return8.2%1.7%42.4%***** 64*****
Hundredfold SelectSFHYXBlended3.6%-0.1%36.4%***** 61*****
Sound Mind InvestingSMIFXMomentum4.8%0.4%62.4%***** 85*****
Schwab Div EquitySWDSXIncome: Equity11.4%6.7%49.6%***** 72*****
Schwab Hedged EqSWHEXHedged: Long/Short6.9%5.8%18.3%***** 39*****
Schwab BalancedSWOBXRisk-Driven2.5%1.8%33.0%***** 56*****
Thornburg Inv Income ATIBAXIncome: Global8.6%3.4%47.5%***** 70*****
Thornburg Inv Income YTIBIXGlobal Macro8.6%3.4%47.9%***** 70*****
T. Rowe Retire BalancedTRRIXIncome: Multi2.2%1.1%27.8%***** 53*****
Vanguard LifeStrat GrowthVASGXRisk-Driven3.7%2.1%45.3%***** 69*****
Vanguard LifeStrategyVASIXIncome: Multi-1.5%-0.2%10.8%***** 36*****
Vanguard BalancedVBIAXRisk-Driven2.4%1.6%34.8%***** 59*****
Vanguard EquityVEIPXIncome: Equity10.1%6.9%47.4%***** 70*****
VALIC Global StratVGLSXGlobal Macro1.9%2.4%23.7%***** 48*****
Vanguard STAR InvVGSTXRisk-Driven2.4%0.5%42.9%***** 67*****
ValueLine AssetAllocVLAAXRisk-Driven-2.1%1.1%24.9%***** 47*****
Vanguard Market NeutralVMNFXHedged: Mkt Neutral7.2%4.6%-0.3%***** 22*****
Vanguard Managed PayoutVPGDXIncome: Multi4.2%2.1%32.6%***** 57*****
Vanguard Target RetireVTINXIncome: Multi0.1%0.4%17.0%***** 43*****
Vanguard Wellington InvVWELXRisk-Driven3.5%3.2%32.8%***** 57*****
Vanguard Wellesley AdmVWIAXIncome: Multi1.0%1.7%18.4%***** 43*****
Vanguard Wellesley InvVWINXRisk-Driven1.0%1.7%18.4%***** 43*****
Vanguard LT Tax-Exempt VWLTXIncome: Tax Exempt-0.3%0.7%6.4%***** 30*****
Vanguard Hi Div Yld ETFVYMIncome: Equity11.2%6.9%47.9%***** 71*****
WF Asset AllocationWFAIXRisk-Driven2.1%2.2%29.9%***** 53*****