VizMetrics Inc. - Better visibility. Better results.

Tactical: Managed, ranked by Total Return

for period ending December 31, 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.
   Total Return VizMetrics Score
Recipe NameIDCategoryYear-to-dateDec 2020    1 year3 year5 year7 year10 year15 year 1 year3 year5 year7 year10 year15 year
  Group average8.2%3.0%8.2%***** 75*****
 
AQR Divers NADANXHedged: Arbitrage24.8%7.4%24.8%***** 100*****
AlphaClone AlternativeALFAHedged: Long/Short31.3%5.8%31.3%***** 99*****
S&P AggressiveAOARisk-Driven12.8%3.8%12.8%***** 84*****
S&P ConservativeAOKRisk-Driven9.3%1.6%9.3%***** 97*****
S&P ModerateAOMRisk-Driven10.0%2.3%10.0%***** 96*****
S&P GrowthAORRisk-Driven11.4%2.9%11.4%***** 90*****
Arbitrage IARBNXHedged: Arbitrage5.7%1.4%5.7%***** 97*****
Am Century Target DateARTOXIncome: Multi10.7%2.2%10.7%***** 94*****
Absolute Strategies IASFIXHedged: Abs Return0.7%-1.0%0.7%***** 85*****
Dreyfus Alpha IAVGRXBlended2.7%-0.1%2.7%***** 78*****
BlackRock Strat Inc OppBASIXIncome: Multi6.9%1.3%6.9%***** 90*****
Ibbotson BalancedBETFXRisk-Driven9.1%3.2%9.1%***** 83*****
PwrSh Sr Loan PortfolioBKLNIncome: Float Rate1.0%1.5%1.0%***** 77*****
BlackRock EmMkt ABLSAXHedged: Long/Short16.2%7.6%16.2%***** 77*****
UBS Dyn Alpha ABNAAXBlended5.0%2.2%5.0%***** 82*****
UBS Global AllocBPGLXGlobal Macro13.8%4.4%13.8%***** 92*****
Robeco Long/Short IBPLSXHedged: Long/Short-6.4%1.2%-6.4%***** 48*****
Berkshire Hathaway IncBRK.AGlobal Macro2.4%1.2%2.4%***** 58*****
Calamos Convertible ACCVIXIncome: Multi48.4%5.5%48.4%***** 100*****
Invesco Convertible YCNSDXIncome: Multi44.7%6.4%44.7%***** 100*****
Columbia Thermostat ZCOTZXRisk-Driven29.6%2.3%29.6%***** 100*****
IQ CPI Hedge ETFCPIHedged: Abs Return-1.2%0.3%-1.2%***** 79*****
ProShares Lg CapCSMHedged: 130-3010.9%4.0%10.9%***** 69*****
Calamos Global GrowthCVLOXIncome: Global31.8%5.0%31.8%***** 100*****
Calamos Market Neu IncCVSIXHedged: Mkt Neutral5.2%0.6%5.2%***** 95*****
Gugg Multi-AssetCVYIncome: Multi-10.5%5.7%-10.5%***** 0*****
Barclays Conv BondCWBIncome: Multi53.4%7.1%53.4%***** 100*****
WisdmTr EM HiYldDEMIncome: Equity-5.8%5.3%-5.8%***** 30*****
WisdmTr EM SmCapDGSIncome: Equity4.1%5.5%4.1%***** 44*****
Diamond Hill Long-Short IDHLSXHedged: Long/Short-0.3%2.1%-0.3%***** 51*****
WisdomTree ex-USDLNIncome: Equity4.5%3.2%4.5%***** 60*****
WisdmTr Intl SmCapDLSIncome: Equity-1.3%6.7%-1.3%***** 33*****
Dodge & Cox BalancedDODBXRisk-Driven7.9%2.9%7.9%***** 68*****
DFA Select Hedged DSHGXGlobal Macro12.0%5.3%12.0%***** 68*****
WisdmTr Top 100DTNIncome: Equity-5.8%2.5%-5.8%***** 29*****
MFS Target Return ADVRAXHedged: Abs Return4.4%1.7%4.4%***** 87*****
iShares Select DividendDVYIncome: Equity-4.9%3.4%-4.9%***** 30*****
SPDR S&P Int'lDWXIncome: Equity-5.2%3.0%-5.2%***** 38*****
EatonVance GlobalMacroEIGMXHedged: Abs Return3.6%1.0%3.6%***** 83*****
Fidelity BalancedFBALXRisk-Driven22.4%4.1%22.4%***** 100*****
Fidelity ConvertiblesFCVSXIncome: Multi42.6%7.1%42.6%***** 100*****
Fidelity EquityFEQTXIncome: Equity1.8%4.2%1.8%***** 49*****
Fidelity MuniFHIGXIncome: Tax Exempt4.6%1.0%4.6%***** 87*****
Nuveen Amer MuniFLAAXIncome: Tax Exempt5.6%1.3%5.6%***** 87*****
FPA CrescentFPACXRisk-Driven12.1%5.3%12.1%***** 74*****
Fidelity PuritanFPURXRisk-Driven20.5%2.6%20.5%***** 100*****
Fidelity StrategicFSDIXIncome: Equity11.3%4.1%11.3%***** 83*****
FundX UpgraderFUNDXMomentum25.4%4.3%25.4%***** 100*****
First Trust Focus 5FVSector Rotation28.4%4.6%28.4%***** 100*****
Gabelli ABC AAAGABCXHedged: Mkt Neutral2.9%0.8%2.9%***** 87*****
Natixis ASG GlobalGAFYXHedged: Abs Return-2.1%2.7%-2.1%***** 72*****
Goldman Sachs Instl GARTXHedged: Abs Return3.3%2.4%3.3%***** 81*****
GMO Benchm-FreeGBMFXGlobal Macro-2.5%1.9%-2.5%***** 59*****
Goldman DynamicGDIFXGlobal Macro-8.9%-0.7%-8.9%***** 59*****
Leuthold GlobalGLBIXGlobal Macro7.5%4.2%7.5%***** 84*****
GMO Global AllocGMWAXGlobal Macro6.1%3.8%6.1%***** 75*****
Goldman Sachs Strat IncGSZAXIncome: Multi9.2%1.0%9.2%***** 92*****
Hedge ReplicationHDGBlended7.4%2.9%7.4%***** 91*****
iShares Hi Div EquityHDVIncome: Equity-6.5%2.1%-6.5%***** 35*****
Hancock Horizon InstHHQTXHedged: Long/Short-3.7%2.8%-3.7%***** 54*****
ETF: SPDR Inc AllocINKMIncome: Multi3.0%2.9%3.0%***** 59*****
Ivy Asset StrategyIVAEXGlobal Macro13.7%4.6%13.7%***** 79*****
IVA WorldwideIVWIXGlobal Macro-0.4%2.9%-0.4%***** 58*****
iSh MultiAsset IncomeIYLDIncome: Multi-1.2%2.6%-1.2%***** 44*****
Janus BalancedJANBXRisk-Driven14.3%2.5%14.3%***** 98*****
Jhancock Global Abs Ret IJHAIXHedged: Abs Return2.1%0.5%2.1%***** 87*****
JPMorgan Mkt Neutral AJMNAXHedged: Mkt Neutral11.9%0.8%11.9%***** 100*****
KCM MacroTrendsKCMTXHedged: Long/Short5.5%2.1%5.5%***** 81*****
Inst: Forward SelectKIFYXIncome: Multi-2.8%2.1%-2.8%***** 16*****
Columbia Div IncomeLBSAXIncome: Equity7.5%2.8%7.5%***** 72*****
Invesco Divers DividendLCEIXIncome: Equity0.2%3.1%0.2%***** 50*****
Leuthold CoreLCORXGlobal Macro10.1%2.4%10.1%***** 92*****
Lord Abbett Float RateLFRAXIncome: Float Rate-1.8%1.6%-1.8%***** 55*****
Loomis Global Eq ALGMAXIncome: Global15.1%3.1%15.1%***** 95*****
Loomis Global Eq YLSWWXGlobal Macro15.4%3.1%15.4%***** 96*****
BlackRock Global IMALOXGlobal Macro21.1%4.0%21.1%***** 100*****
IQ Hedge Macro ETFMCROBlended8.8%2.1%8.8%***** 95*****
BlackRock Eq DividendMDDVXIncome: Equity3.6%3.9%3.6%***** 56*****
FirstTrust Multi-AssetMDIVIncome: Multi-14.9%2.0%-14.9%***** 0*****
BlackRock Nat'l MuniMDNLXIncome: Tax Exempt4.0%0.8%4.0%***** 87*****
MainStay Marketfield AMFADXHedged: Long/Short19.9%4.3%19.9%***** 100*****
MFS Global Tot RetMFWIXGlobal Macro9.6%3.1%9.6%***** 86*****
Aberdeen Long-Short AMLSAXHedged: Long/Short26.6%8.4%26.6%***** 100*****
IQ Merger ArbitrageMNAHedged: Arbitrage2.7%0.6%2.7%***** 77*****
MainStay Int'l OppMYITXHedged: 130-301.5%4.8%1.5%***** 49*****
Grimaldi SectorNAVFXSector Rotation11.5%4.2%11.5%***** 73*****
Neuberger Berman Eq IncNBHAXIncome: Global2.6%2.6%2.6%***** 55*****
Nuveen Preferred INPSRXIncome: Multi5.4%1.5%5.4%***** 68*****
Putnam Abs Ret 100 YPARYXHedged: Abs Return3.3%0.4%3.3%***** 89*****
PIMCO All-AssetPAUIXGlobal Macro4.6%4.3%4.6%***** 64*****
Putnam 700 YPDMYXHedged: Abs Return-7.8%1.4%-7.8%***** 62*****
DWA Tech LeadersPDPBlended36.6%4.9%36.6%***** 100*****
iShr Preferred ETFPFFIncome: Multi7.9%2.6%7.9%***** 77*****
PIMCO Global MultiPGAIXGlobal Macro   *****  *****
PowerSh Preferred ETFPGXIncome: Multi6.6%1.9%6.6%***** 83*****
PowerShares Intl DivPIDIncome: Equity-6.5%4.8%-6.5%***** 16*****
Principal GlobMultiStratPMSAXBlended4.7%2.2%4.7%***** 83*****
Pimco Income PPONPXIncome: Multi5.7%1.5%5.7%***** 85*****
Principal PreferredPPSIXIncome: Multi5.4%1.1%5.4%***** 74*****
T. Rowe Equity IncomePRFDXIncome: Equity1.3%4.3%1.3%***** 44*****
T. Rowe Summit MuniPRINXIncome: Tax Exempt4.5%1.0%4.5%***** 86*****
T. Rowe Global BondPRSNXIncome: Multi8.1%1.2%8.1%***** 87*****
iSh Global EnergyPWCBlended8.5%5.6%8.5%***** 60*****
Putnam Abs Ret 300 YPYTRXHedged: Abs Return0.8%1.0%0.8%***** 76*****
IQ Hedge Multi-StratQAIBlended5.7%2.1%5.7%***** 90*****
IQ Hedge ETFQMNHedged: Mkt Neutral4.1%1.4%4.1%***** 89*****
RAFI Long-ShortRALSHedged: Long/Short-10.3%-0.3%-10.3%***** 57*****
RiverFront GlobalGroRLTSXGlobal Macro8.4%5.0%8.4%***** 64*****
MultiAsset ETFRLYHedged: Abs Return-0.6%5.3%-0.6%***** 48*****
Hundredfold SelectSFHYXBlended37.4%4.3%37.4%***** 100*****
Sound Mind InvestingSMIFXMomentum20.8%5.3%20.8%***** 88*****
Schwab Div EquitySWDSXIncome: Equity-3.8%4.3%-3.8%***** 34*****
Schwab Hedged EqSWHEXHedged: Long/Short-7.4%3.0%-7.4%***** 47*****
Schwab BalancedSWOBXRisk-Driven14.7%2.9%14.7%***** 99*****
Thornburg Inv Income ATIBAXIncome: Global0.6%4.9%0.6%***** 43*****
Thornburg Inv Income YTIBIXGlobal Macro0.9%5.0%0.9%***** 44*****
T. Rowe Retire BalancedTRRIXIncome: Multi11.4%2.6%11.4%***** 94*****
Vanguard LifeStrat GrowthVASGXRisk-Driven15.5%4.0%15.5%***** 90*****
Vanguard LifeStrategyVASIXIncome: Multi9.1%1.2%9.1%***** 100*****
Vanguard BalancedVBIAXRisk-Driven16.4%2.7%16.4%***** 100*****
Vanguard EquityVEIPXIncome: Equity3.0%3.1%3.0%***** 58*****
VALIC Global StratVGLSXGlobal Macro3.6%2.8%3.6%***** 75*****
Vanguard STAR InvVGSTXRisk-Driven21.4%3.6%21.4%***** 100*****
ValueLine AssetAllocVLAAXRisk-Driven15.2%2.3%15.2%***** 100*****
Vanguard Market NeutralVMNFXHedged: Mkt Neutral-11.6%-0.5%-11.6%***** 53*****
Vanguard Managed PayoutVPGDXIncome: Multi6.9%3.4%6.9%***** 76*****
Vanguard Target RetireVTINXIncome: Multi10.0%1.7%10.0%***** 100*****
Vanguard Wellington InvVWELXRisk-Driven10.6%2.2%10.6%***** 87*****
Vanguard Wellesley AdmVWIAXIncome: Multi8.5%1.2%8.5%***** 93*****
Vanguard Wellesley InvVWINXRisk-Driven8.5%1.2%8.5%***** 93*****
Vanguard LT Tax-Exempt VWLTXIncome: Tax Exempt6.2%0.9%6.2%***** 94*****
Vanguard Hi Div Yld ETFVYMIncome: Equity1.1%3.4%1.1%***** 53*****
WF Asset AllocationWFAIXRisk-Driven16.4%2.3%16.4%***** 100*****