VizMetrics Inc. - Better visibility. Better results.

Tactical: Managed, ranked by Total Return

for period ending September 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-dateSep 2021    1 year3 year5 year7 year10 year15 year 1 year3 year5 year7 year10 year15 year
  Group average7.4%-2.2%17.6%***** 67*****
 
AQR Divers NADANXHedged: Arbitrage6.5%0.6%20.6%***** 72*****
AlphaClone AlternativeALFAHedged: Long/Short8.1%-4.9%29.0%***** 76*****
S&P AggressiveAOARisk-Driven9.5%-3.4%22.4%***** 74*****
S&P ConservativeAOKRisk-Driven2.8%-1.9%8.0%***** 53*****
S&P ModerateAOMRisk-Driven4.3%-2.2%10.8%***** 57*****
S&P GrowthAORRisk-Driven7.0%-2.9%16.5%***** 65*****
Arbitrage IARBNXHedged: Arbitrage1.2%0.5%4.4%***** 46*****
Am Century Target DateARTOXIncome: Multi5.6%-2.2%13.0%***** 61*****
Absolute Strategies IASFIXHedged: Abs Return-8.1%1.5%-8.5%***** 18*****
Dreyfus Alpha IAVGRXBlended8.2%-1.1%10.8%***** 55*****
BlackRock Strat Inc OppBASIXIncome: Multi1.0%-0.4%5.1%***** 51*****
Ibbotson BalancedBETFXRisk-Driven7.3%-2.4%18.8%***** 70*****
PwrSh Sr Loan PortfolioBKLNIncome: Float Rate1.6%0.1%5.0%***** 50*****
BlackRock EmMkt ABLSAXHedged: Long/Short-3.0%-4.0%14.5%***** 52*****
UBS Dyn Alpha ABNAAXBlended4.0%-0.3%11.6%***** 61*****
UBS Global AllocBPGLXGlobal Macro4.5%-2.1%18.7%***** 71*****
Robeco Long/Short IBPLSXHedged: Long/Short21.4%-0.3%33.7%***** 81*****
Berkshire Hathaway IncBRK.AGlobal Macro18.3%-4.3%28.6%***** 75*****
Calamos Convertible ACCVIXIncome: Multi4.2%-1.2%22.5%***** 74*****
Invesco Convertible YCNSDXIncome: Multi3.4%-1.5%22.7%***** 73*****
Columbia Thermostat ZCOTZXRisk-Driven5.8%-1.3%13.5%***** 63*****
IQ CPI Hedge ETFCPIHedged: Abs Return0.6%-0.4%1.8%***** 44*****
ProShares Lg CapCSMHedged: 130-3019.4%-4.3%32.6%***** 88*****
Calamos Global GrowthCVLOXIncome: Global9.1%-3.8%23.8%***** 76*****
Calamos Market Neu IncCVSIXHedged: Mkt Neutral3.1%-0.3%5.1%***** 51*****
Gugg Multi-AssetCVYIncome: Multi21.3%-1.1%50.4%***** 100*****
Barclays Conv BondCWBIncome: Multi3.9%-2.2%26.8%***** 80*****
WisdmTr EM HiYldDEMIncome: Equity10.4%-2.0%29.8%***** 88*****
WisdmTr EM SmCapDGSIncome: Equity15.3%-2.2%34.4%***** 98*****
Diamond Hill Long-Short IDHLSXHedged: Long/Short14.7%-1.3%30.5%***** 89*****
WisdomTree ex-USDLNIncome: Equity12.8%-4.8%25.9%***** 76*****
WisdmTr Intl SmCapDLSIncome: Equity11.6%-3.6%27.8%***** 82*****
Dodge & Cox BalancedDODBXRisk-Driven15.4%-2.6%32.0%***** 94*****
DFA Select Hedged DSHGXGlobal Macro14.2%-3.4%33.8%***** 95*****
WisdmTr Top 100DTNIncome: Equity14.4%-4.3%28.5%***** 83*****
MFS Target Return ADVRAXHedged: Abs Return2.1%-1.7%4.7%***** 46*****
iShares Select DividendDVYIncome: Equity22.4%-2.6%45.6%***** 100*****
SPDR S&P Int'lDWXIncome: Equity6.7%-4.8%16.7%***** 60*****
EatonVance GlobalMacroEIGMXHedged: Abs Return2.1%-0.0%4.8%***** 50*****
Fidelity BalancedFBALXRisk-Driven10.8%-3.1%23.5%***** 77*****
Fidelity ConvertiblesFCVSXIncome: Multi7.5%-1.7%28.5%***** 86*****
Fidelity EquityFEQTXIncome: Equity14.1%-3.7%33.7%***** 93*****
Fidelity MuniFHIGXIncome: Tax Exempt2.0%-0.9%4.5%***** 47*****
Nuveen Amer MuniFLAAXIncome: Tax Exempt2.4%-1.2%6.2%***** 49*****
FPA CrescentFPACXRisk-Driven13.1%-2.5%33.6%***** 96*****
Fidelity PuritanFPURXRisk-Driven11.1%-2.8%19.8%***** 71*****
Fidelity StrategicFSDIXIncome: Equity11.2%-3.4%24.7%***** 79*****
FundX UpgraderFUNDXMomentum5.4%-3.8%19.6%***** 68*****
First Trust Focus 5FVSector Rotation13.2%-4.9%34.2%***** 92*****
Gabelli ABC AAAGABCXHedged: Mkt Neutral3.1%0.0%5.7%***** 52*****
Natixis ASG GlobalGAFYXHedged: Abs Return-0.5%-2.0%4.0%***** 44*****
Goldman Sachs Instl GARTXHedged: Abs Return3.9%-1.8%10.6%***** 57*****
GMO Benchm-FreeGBMFXGlobal Macro3.5%-0.4%9.0%***** 53*****
Goldman DynamicGDIFXGlobal Macro-0.4%-3.6%-5.0%***** 24*****
Leuthold GlobalGLBIXGlobal Macro9.2%-3.1%18.0%***** 67*****
GMO Global AllocGMWAXGlobal Macro5.3%-2.3%16.0%***** 65*****
Goldman Sachs Strat IncGSZAXIncome: Multi-0.4%0.3%3.5%***** 45*****
Hedge ReplicationHDGBlended2.5%-1.3%12.1%***** 61*****
iShares Hi Div EquityHDVIncome: Equity10.3%-2.4%21.4%***** 72*****
Hancock Horizon InstHHQTXHedged: Long/Short7.0%-4.4%11.4%***** 53*****
ETF: SPDR Inc AllocINKMIncome: Multi6.3%-1.7%17.5%***** 70*****
Ivy Asset StrategyIVAEXGlobal Macro8.4%-3.7%21.2%***** 70*****
iSh MultiAsset IncomeIYLDIncome: Multi1.6%-1.8%10.1%***** 55*****
Janus BalancedJANBXRisk-Driven8.9%-3.7%16.7%***** 63*****
Jhancock Global Abs Ret IJHAIXHedged: Abs Return6.8%-2.4%9.9%***** 54*****
JPMorgan Mkt Neutral AJMNAXHedged: Mkt Neutral0.1%0.9%0.3%***** 36*****
KCM MacroTrendsKCMTXHedged: Long/Short21.4%-3.2%29.2%***** 85*****
Inst: Forward SelectKIFYXIncome: Multi12.2%-0.8%22.6%***** 80*****
Columbia Div IncomeLBSAXIncome: Equity13.8%-4.6%26.3%***** 78*****
Invesco Divers DividendLCEIXIncome: Equity11.8%-2.8%27.1%***** 83*****
Leuthold CoreLCORXGlobal Macro9.3%-3.4%16.4%***** 64*****
Lord Abbett Float RateLFRAXIncome: Float Rate4.6%0.7%9.4%***** 59*****
Loomis Global Eq ALGMAXIncome: Global8.0%-4.1%16.7%***** 63*****
Loomis Global Eq YLSWWXGlobal Macro8.2%-4.1%17.0%***** 64*****
BlackRock Global IMALOXGlobal Macro4.2%-3.3%16.6%***** 65*****
IQ Hedge Macro ETFMCROBlended-1.1%-1.8%4.7%***** 46*****
BlackRock Eq DividendMDDVXIncome: Equity14.9%-2.0%34.7%***** 96*****
FirstTrust Multi-AssetMDIVIncome: Multi13.4%-1.0%28.6%***** 91*****
BlackRock Nat'l MuniMDNLXIncome: Tax Exempt1.2%-0.7%3.7%***** 46*****
MainStay Marketfield AMFADXHedged: Long/Short1.8%-3.7%11.0%***** 52*****
MFS Global Tot RetMFWIXGlobal Macro5.1%-2.6%15.8%***** 64*****
Aberdeen Long-Short AMLSAXHedged: Long/Short17.6%-4.0%36.5%***** 96*****
IQ Merger ArbitrageMNAHedged: Arbitrage-1.4%0.1%-0.0%***** 38*****
MainStay Int'l OppMYITXHedged: 130-307.9%-2.7%21.6%***** 72*****
Grimaldi SectorNAVFXSector Rotation10.0%-3.8%20.0%***** 69*****
Neuberger Berman Eq IncNBHAXIncome: Global9.3%-4.0%20.9%***** 71*****
Nuveen Preferred INPSRXIncome: Multi5.5%0.1%12.1%***** 64*****
Putnam Abs Ret 100 YPARYXHedged: Abs Return1.1%0.0%2.1%***** 46*****
PIMCO All-AssetPAUIXGlobal Macro12.0%-1.5%26.6%***** 87*****
Putnam 700 YPDMYXHedged: Abs Return-1.4%-3.0%-2.4%***** 31*****
DWA Tech LeadersPDPBlended2.0%-5.1%17.0%***** 60*****
iShr Preferred ETFPFFIncome: Multi4.0%-1.1%11.4%***** 59*****
PIMCO Global MultiPGAIXGlobal Macro   *****  *****
PowerSh Preferred ETFPGXIncome: Multi2.2%-0.3%7.2%***** 50*****
PowerShares Intl DivPIDIncome: Equity17.1%-1.9%42.7%***** 100*****
Principal GlobMultiStratPMSAXBlended3.4%-1.5%8.0%***** 54*****
Pimco Income PPONPXIncome: Multi2.4%-0.0%6.9%***** 54*****
Principal PreferredPPSIXIncome: Multi3.6%0.0%8.2%***** 57*****
T. Rowe Equity IncomePRFDXIncome: Equity17.3%-2.7%41.8%***** 100*****
T. Rowe Summit MuniPRINXIncome: Tax Exempt2.1%-0.8%4.9%***** 48*****
T. Rowe Global BondPRSNXIncome: Multi0.8%-0.7%4.9%***** 49*****
iSh Global EnergyPWCBlended12.4%-5.0%27.4%***** 79*****
Putnam Abs Ret 300 YPYTRXHedged: Abs Return-1.6%0.1%1.7%***** 42*****
IQ Hedge Multi-StratQAIBlended-0.5%-1.3%4.5%***** 48*****
IQ Hedge ETFQMNHedged: Mkt Neutral-0.1%-0.7%3.7%***** 47*****
RAFI Long-ShortRALSHedged: Long/Short3.8%1.5%7.0%***** 47*****
RiverFront GlobalGroRLTSXGlobal Macro9.5%-5.8%22.5%***** 69*****
MultiAsset ETFRLYHedged: Abs Return17.3%-0.1%33.9%***** 99*****
Hundredfold SelectSFHYXBlended6.5%-1.1%20.6%***** 74*****
Sound Mind InvestingSMIFXMomentum7.3%-3.4%27.6%***** 83*****
Schwab Div EquitySWDSXIncome: Equity17.4%-3.9%34.3%***** 94*****
Schwab Hedged EqSWHEXHedged: Long/Short16.4%-3.3%19.9%***** 69*****
Schwab BalancedSWOBXRisk-Driven8.5%-3.4%17.0%***** 65*****
Thornburg Inv Income ATIBAXIncome: Global11.1%-2.2%30.6%***** 91*****
Thornburg Inv Income YTIBIXGlobal Macro11.4%-2.6%30.9%***** 91*****
T. Rowe Retire BalancedTRRIXIncome: Multi6.1%-1.8%14.2%***** 64*****
Vanguard LifeStrat GrowthVASGXRisk-Driven8.9%-3.5%22.5%***** 75*****
Vanguard LifeStrategyVASIXIncome: Multi0.8%-1.6%4.5%***** 47*****
Vanguard BalancedVBIAXRisk-Driven8.3%-3.1%18.0%***** 68*****
Vanguard EquityVEIPXIncome: Equity15.5%-3.4%30.7%***** 88*****
VALIC Global StratVGLSXGlobal Macro4.7%-4.0%12.1%***** 55*****
Vanguard STAR InvVGSTXRisk-Driven6.9%-3.0%20.3%***** 72*****
ValueLine AssetAllocVLAAXRisk-Driven5.1%-3.6%11.8%***** 53*****
Vanguard Market NeutralVMNFXHedged: Mkt Neutral13.0%0.9%7.6%***** 49*****
Vanguard Managed PayoutVPGDXIncome: Multi9.3%-2.1%20.2%***** 74*****
Vanguard Target RetireVTINXIncome: Multi3.2%-1.7%8.5%***** 54*****
Vanguard Wellington InvVWELXRisk-Driven11.1%-3.3%20.2%***** 71*****
Vanguard Wellesley AdmVWIAXIncome: Multi5.4%-1.9%11.3%***** 58*****
Vanguard Wellesley InvVWINXRisk-Driven5.3%-1.9%11.2%***** 57*****
Vanguard LT Tax-Exempt VWLTXIncome: Tax Exempt1.2%-0.9%3.6%***** 45*****
Vanguard Hi Div Yld ETFVYMIncome: Equity15.3%-3.2%31.6%***** 90*****
WF Asset AllocationWFAIXRisk-Driven8.4%-3.7%16.4%***** 63*****