Total Return | VizMetrics Score | ||||||||||||||||
Recipe Name | ID | Category | Year-to-date | Dec 2022 | 1 year | 3 year | 5 year | 7 year | 10 year | 15 year | 1 year | 3 year | 5 year | 7 year | 10 year | 15 year | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Group average | -10.2% | -2.2% | -10.2% | * | * | * | * | * | 64 | * | * | * | * | * | |||
AQR Divers N | ADANX | Hedged: Arbitrage | -3.5% | 0.4% | -3.5% | * | * | * | * | * | 95 | * | * | * | * | * | |
S&P Aggressive | AOA | Risk-Driven | -16.2% | -3.5% | -16.2% | * | * | * | * | * | 45 | * | * | * | * | * | |
S&P Conservative | AOK | Risk-Driven | -14.2% | -2.2% | -14.2% | * | * | * | * | * | 59 | * | * | * | * | * | |
S&P Moderate | AOM | Risk-Driven | -14.5% | -2.4% | -14.5% | * | * | * | * | * | 56 | * | * | * | * | * | |
S&P Growth | AOR | Risk-Driven | -15.6% | -3.5% | -15.6% | * | * | * | * | * | 50 | * | * | * | * | * | |
Arbitrage I | ARBNX | Hedged: Arbitrage | -0.5% | 0.6% | -0.5% | * | * | * | * | * | 100 | * | * | * | * | * | |
Am Century Target Date | ARTOX | Income: Multi | -13.2% | -2.2% | -13.2% | * | * | * | * | * | 60 | * | * | * | * | * | |
Absolute Strategies I | ASFIX | Hedged: Abs Return | 8.5% | 2.8% | 8.5% | * | * | * | * | * | 100 | * | * | * | * | * | |
Dreyfus Alpha I | AVGRX | Blended | -10.4% | -2.0% | -10.4% | * | * | * | * | * | 63 | * | * | * | * | * | |
BlackRock Strat Inc Opp | BASIX | Income: Multi | -7.6% | -0.3% | -7.6% | * | * | * | * | * | 84 | * | * | * | * | * | |
Ibbotson Balanced | BETFX | Risk-Driven | -12.9% | -2.9% | -12.9% | * | * | * | * | * | 56 | * | * | * | * | * | |
PwrSh Sr Loan Portfolio | BKLN | Income: Float Rate | -2.5% | -0.4% | -2.5% | * | * | * | * | * | 93 | * | * | * | * | * | |
BlackRock EmMkt A | BLSAX | Hedged: Long/Short | -21.7% | -2.5% | -21.7% | * | * | * | * | * | 32 | * | * | * | * | * | |
UBS Dyn Alpha A | BNAAX | Blended | -5.4% | -0.4% | -5.4% | * | * | * | * | * | 85 | * | * | * | * | * | |
UBS Global Alloc | BPGLX | Global Macro | -17.0% | -2.4% | -17.0% | * | * | * | * | * | 49 | * | * | * | * | * | |
Robeco Long/Short I | BPLSX | Hedged: Long/Short | 7.2% | -0.7% | 7.2% | * | * | * | * | * | 100 | * | * | * | * | * | |
Berkshire Hathaway Inc | BRK.A | Global Macro | 4.0% | -2.4% | 4.0% | * | * | * | * | * | 75 | * | * | * | * | * | |
Calamos Convertible A | CCVIX | Income: Multi | -21.1% | -3.1% | -21.1% | * | * | * | * | * | 36 | * | * | * | * | * | |
Invesco Convertible Y | CNSDX | Income: Multi | -15.5% | -2.7% | -15.5% | * | * | * | * | * | 50 | * | * | * | * | * | |
Columbia Thermostat Z | COTZX | Risk-Driven | -12.9% | -1.3% | -12.9% | * | * | * | * | * | 63 | * | * | * | * | * | |
IQ CPI Hedge ETF | CPI | Hedged: Abs Return | -7.6% | -2.2% | -7.6% | * | * | * | * | * | 74 | * | * | * | * | * | |
ProShares Lg Cap | CSM | Hedged: 130-30 | -18.3% | -6.7% | -18.3% | * | * | * | * | * | 34 | * | * | * | * | * | |
Calamos Global Growth | CVLOX | Income: Global | -22.2% | -4.1% | -22.2% | * | * | * | * | * | 30 | * | * | * | * | * | |
Calamos Market Neu Inc | CVSIX | Hedged: Mkt Neutral | -4.5% | -0.1% | -4.5% | * | * | * | * | * | 90 | * | * | * | * | * | |
Gugg Multi-Asset | CVY | Income: Multi | -9.3% | -5.3% | -9.3% | * | * | * | * | * | 52 | * | * | * | * | * | |
Barclays Conv Bond | CWB | Income: Multi | -20.8% | -2.7% | -20.8% | * | * | * | * | * | 37 | * | * | * | * | * | |
WisdmTr EM HiYld | DEM | Income: Equity | -10.4% | -2.9% | -10.4% | * | * | * | * | * | 57 | * | * | * | * | * | |
WisdmTr EM SmCap | DGS | Income: Equity | -12.3% | -1.3% | -12.3% | * | * | * | * | * | 54 | * | * | * | * | * | |
Diamond Hill Long-Short I | DHLSX | Hedged: Long/Short | -8.5% | -1.6% | -8.5% | * | * | * | * | * | 67 | * | * | * | * | * | |
WisdomTree ex-US | DLN | Income: Equity | -3.8% | -3.8% | -3.8% | * | * | * | * | * | 73 | * | * | * | * | * | |
WisdmTr Intl SmCap | DLS | Income: Equity | -17.3% | -0.4% | -17.3% | * | * | * | * | * | 40 | * | * | * | * | * | |
Dodge & Cox Balanced | DODBX | Risk-Driven | -7.3% | -2.5% | -7.3% | * | * | * | * | * | 69 | * | * | * | * | * | |
DFA Select Hedged | DSHGX | Global Macro | -12.9% | -4.3% | -12.9% | * | * | * | * | * | 51 | * | * | * | * | * | |
MFS Target Return A | DVRAX | Hedged: Abs Return | -5.5% | -1.1% | -5.5% | * | * | * | * | * | 87 | * | * | * | * | * | |
iShares Select Dividend | DVY | Income: Equity | 1.8% | -3.1% | 1.8% | * | * | * | * | * | 81 | * | * | * | * | * | |
SPDR S&P Int'l | DWX | Income: Equity | -13.0% | -0.8% | -13.0% | * | * | * | * | * | 52 | * | * | * | * | * | |
EatonVance GlobalMacro | EIGMX | Hedged: Abs Return | -1.7% | 1.6% | -1.7% | * | * | * | * | * | 98 | * | * | * | * | * | |
Fidelity Balanced | FBALX | Risk-Driven | -18.3% | -4.2% | -18.3% | * | * | * | * | * | 41 | * | * | * | * | * | |
Fidelity Convertibles | FCVSX | Income: Multi | -15.6% | -3.2% | -15.6% | * | * | * | * | * | 48 | * | * | * | * | * | |
Fidelity Equity | FEQTX | Income: Equity | -1.7% | -3.1% | -1.7% | * | * | * | * | * | 78 | * | * | * | * | * | |
Fidelity Muni | FHIGX | Income: Tax Exempt | -11.6% | -0.3% | -11.6% | * | * | * | * | * | 68 | * | * | * | * | * | |
Nuveen Amer Muni | FLAAX | Income: Tax Exempt | -17.9% | -0.4% | -17.9% | * | * | * | * | * | 49 | * | * | * | * | * | |
FPA Crescent | FPACX | Risk-Driven | -9.7% | -2.9% | -9.7% | * | * | * | * | * | 64 | * | * | * | * | * | |
Fidelity Puritan | FPURX | Risk-Driven | -17.7% | -3.5% | -17.7% | * | * | * | * | * | 44 | * | * | * | * | * | |
Fidelity Strategic | FSDIX | Income: Equity | -10.3% | -3.1% | -10.3% | * | * | * | * | * | 63 | * | * | * | * | * | |
First Trust Focus 5 | FV | Sector Rotation | -3.9% | -4.7% | -3.9% | * | * | * | * | * | 57 | * | * | * | * | * | |
Gabelli ABC AAA | GABCX | Hedged: Mkt Neutral | -1.7% | 0.1% | -1.7% | * | * | * | * | * | 100 | * | * | * | * | * | |
Natixis ASG Global | GAFYX | Hedged: Abs Return | -0.5% | -0.6% | -0.5% | * | * | * | * | * | 100 | * | * | * | * | * | |
Goldman Sachs Instl | GARTX | Hedged: Abs Return | -6.6% | -2.0% | -6.6% | * | * | * | * | * | 82 | * | * | * | * | * | |
GMO Benchm-Free | GBMFX | Global Macro | -2.2% | -0.6% | -2.2% | * | * | * | * | * | 89 | * | * | * | * | * | |
Leuthold Global | GLBIX | Global Macro | -7.9% | -1.8% | -7.9% | * | * | * | * | * | 71 | * | * | * | * | * | |
GMO Global Alloc | GMWAX | Global Macro | -13.0% | -1.9% | -13.0% | * | * | * | * | * | 58 | * | * | * | * | * | |
Goldman Sachs Strat Inc | GSZAX | Income: Multi | -4.5% | -0.1% | -4.5% | * | * | * | * | * | 92 | * | * | * | * | * | |
Hedge Replication | HDG | Blended | -8.5% | -0.6% | -8.5% | * | * | * | * | * | 76 | * | * | * | * | * | |
iShares Hi Div Equity | HDV | Income: Equity | 7.0% | -2.6% | 7.0% | * | * | * | * | * | 96 | * | * | * | * | * | |
ETF: SPDR Inc Alloc | INKM | Income: Multi | -12.6% | -1.8% | -12.6% | * | * | * | * | * | 59 | * | * | * | * | * | |
Ivy Asset Strategy | IVAEX | Global Macro | -12.8% | -1.5% | -12.8% | * | * | * | * | * | 57 | * | * | * | * | * | |
iSh MultiAsset Income | IYLD | Income: Multi | -16.8% | -1.8% | -16.8% | * | * | * | * | * | 49 | * | * | * | * | * | |
Janus Balanced | JANBX | Risk-Driven | -17.3% | -3.3% | -17.3% | * | * | * | * | * | 46 | * | * | * | * | * | |
Jhancock Global Abs Ret I | JHAIX | Hedged: Abs Return | -5.3% | -1.1% | -5.3% | * | * | * | * | * | 85 | * | * | * | * | * | |
JPMorgan Mkt Neutral A | JMNAX | Hedged: Mkt Neutral | -2.4% | 0.7% | -2.4% | * | * | * | * | * | 97 | * | * | * | * | * | |
KCM MacroTrends | KCMTX | Hedged: Long/Short | -22.5% | -3.6% | -22.5% | * | * | * | * | * | 27 | * | * | * | * | * | |
Inst: Forward Select | KIFYX | Income: Multi | -16.3% | -2.5% | -16.3% | * | * | * | * | * | 52 | * | * | * | * | * | |
Columbia Div Income | LBSAX | Income: Equity | -5.6% | -3.3% | -5.6% | * | * | * | * | * | 69 | * | * | * | * | * | |
Invesco Divers Dividend | LCEIX | Income: Equity | -1.6% | -3.4% | -1.6% | * | * | * | * | * | 79 | * | * | * | * | * | |
Leuthold Core | LCORX | Global Macro | -6.8% | -2.1% | -6.8% | * | * | * | * | * | 76 | * | * | * | * | * | |
Lord Abbett Float Rate | LFRAX | Income: Float Rate | -5.1% | -0.5% | -5.1% | * | * | * | * | * | 88 | * | * | * | * | * | |
Loomis Global Eq A | LGMAX | Income: Global | -23.3% | -4.5% | -23.3% | * | * | * | * | * | 25 | * | * | * | * | * | |
Loomis Global Eq Y | LSWWX | Global Macro | -23.1% | -4.4% | -23.1% | * | * | * | * | * | 25 | * | * | * | * | * | |
BlackRock Global I | MALOX | Global Macro | -18.6% | -0.8% | -18.6% | * | * | * | * | * | 46 | * | * | * | * | * | |
IQ Hedge Macro ETF | MCRO | Blended | -8.0% | -0.7% | -8.0% | * | * | * | * | * | 80 | * | * | * | * | * | |
BlackRock Eq Dividend | MDDVX | Income: Equity | -14.8% | -4.0% | -14.8% | * | * | * | * | * | 49 | * | * | * | * | * | |
FirstTrust Multi-Asset | MDIV | Income: Multi | -3.9% | -3.7% | -3.9% | * | * | * | * | * | 72 | * | * | * | * | * | |
BlackRock Nat'l Muni | MDNLX | Income: Tax Exempt | -11.9% | -0.2% | -11.9% | * | * | * | * | * | 66 | * | * | * | * | * | |
MainStay Marketfield A | MFADX | Hedged: Long/Short | 2.8% | -0.2% | 2.8% | * | * | * | * | * | 97 | * | * | * | * | * | |
MFS Global Tot Ret | MFWIX | Global Macro | -10.6% | -1.7% | -10.6% | * | * | * | * | * | 62 | * | * | * | * | * | |
Aberdeen Long-Short A | MLSAX | Hedged: Long/Short | -26.4% | -5.8% | -26.4% | * | * | * | * | * | 10 | * | * | * | * | * | |
IQ Merger Arbitrage | MNA | Hedged: Arbitrage | -1.6% | 0.7% | -1.6% | * | * | * | * | * | 99 | * | * | * | * | * | |
MainStay Int'l Opp | MYITX | Hedged: 130-30 | -16.1% | -1.8% | -16.1% | * | * | * | * | * | 40 | * | * | * | * | * | |
Grimaldi Sector | NAVFX | Sector Rotation | -17.9% | -6.0% | -17.9% | * | * | * | * | * | 40 | * | * | * | * | * | |
Neuberger Berman Eq Inc | NBHAX | Income: Global | -4.1% | -3.1% | -4.1% | * | * | * | * | * | 72 | * | * | * | * | * | |
Nuveen Preferred I | NPSRX | Income: Multi | -12.8% | 0.1% | -12.8% | * | * | * | * | * | 66 | * | * | * | * | * | |
Putnam Abs Ret 100 Y | PARYX | Hedged: Abs Return | -5.4% | -0.0% | -5.4% | * | * | * | * | * | 92 | * | * | * | * | * | |
PIMCO All-Asset | PAUIX | Global Macro | -15.6% | -1.8% | -15.6% | * | * | * | * | * | 49 | * | * | * | * | * | |
Putnam 700 Y | PDMYX | Hedged: Abs Return | 2.9% | 0.6% | 2.9% | * | * | * | * | * | 100 | * | * | * | * | * | |
DWA Tech Leaders | PDP | Blended | -24.5% | -7.4% | -24.5% | * | * | * | * | * | 14 | * | * | * | * | * | |
iShr Preferred ETF | PFF | Income: Multi | -18.2% | -2.9% | -18.2% | * | * | * | * | * | 46 | * | * | * | * | * | |
PIMCO Global Multi | PGAIX | Global Macro | * | * | * | * | * | * | * | * | * | * | |||||
PowerSh Preferred ETF | PGX | Income: Multi | -21.2% | -5.0% | -21.2% | * | * | * | * | * | 37 | * | * | * | * | * | |
PowerShares Intl Div | PID | Income: Equity | -6.5% | -3.1% | -6.5% | * | * | * | * | * | 62 | * | * | * | * | * | |
Principal GlobMultiStrat | PMSAX | Blended | -2.3% | -1.1% | -2.3% | * | * | * | * | * | 94 | * | * | * | * | * | |
Pimco Income P | PONPX | Income: Multi | -10.9% | -0.7% | -10.9% | * | * | * | * | * | 71 | * | * | * | * | * | |
Principal Preferred | PPSIX | Income: Multi | -10.7% | 0.8% | -10.7% | * | * | * | * | * | 71 | * | * | * | * | * | |
T. Rowe Equity Income | PRFDX | Income: Equity | -3.3% | -4.1% | -3.3% | * | * | * | * | * | 71 | * | * | * | * | * | |
T. Rowe Summit Muni | PRINX | Income: Tax Exempt | -12.5% | -0.7% | -12.5% | * | * | * | * | * | 66 | * | * | * | * | * | |
T. Rowe Global Bond | PRSNX | Income: Multi | -17.2% | -1.8% | -17.2% | * | * | * | * | * | 56 | * | * | * | * | * | |
iSh Global Energy | PWC | Blended | -16.0% | -7.9% | -16.0% | * | * | * | * | * | 35 | * | * | * | * | * | |
Putnam Abs Ret 300 Y | PYTRX | Hedged: Abs Return | -2.5% | -1.7% | -2.5% | * | * | * | * | * | 97 | * | * | * | * | * | |
IQ Hedge Multi-Strat | QAI | Blended | -8.7% | -0.8% | -8.7% | * | * | * | * | * | 77 | * | * | * | * | * | |
IQ Hedge ETF | QMN | Hedged: Mkt Neutral | -6.6% | -0.2% | -6.6% | * | * | * | * | * | 86 | * | * | * | * | * | |
MultiAsset ETF | RLY | Hedged: Abs Return | 7.9% | -2.9% | 7.9% | * | * | * | * | * | 95 | * | * | * | * | * | |
Hundredfold Select | SFHYX | Blended | -11.0% | -2.1% | -11.0% | * | * | * | * | * | 74 | * | * | * | * | * | |
Sound Mind Investing | SMIFX | Momentum | -9.5% | -2.1% | -9.5% | * | * | * | * | * | 66 | * | * | * | * | * | |
Schwab Div Equity | SWDSX | Income: Equity | -6.8% | -3.2% | -6.8% | * | * | * | * | * | 66 | * | * | * | * | * | |
Schwab Balanced | SWOBX | Risk-Driven | -18.9% | -3.0% | -18.9% | * | * | * | * | * | 43 | * | * | * | * | * | |
Thornburg Inv Income A | TIBAX | Income: Global | -7.6% | -1.3% | -7.6% | * | * | * | * | * | 68 | * | * | * | * | * | |
Thornburg Inv Income Y | TIBIX | Global Macro | -7.3% | -1.3% | -7.3% | * | * | * | * | * | 68 | * | * | * | * | * | |
T. Rowe Retire Balanced | TRRIX | Income: Multi | -15.3% | -2.8% | -15.3% | * | * | * | * | * | 56 | * | * | * | * | * | |
Vanguard LifeStrat Growth | VASGX | Risk-Driven | -17.2% | -3.9% | -17.2% | * | * | * | * | * | 43 | * | * | * | * | * | |
Vanguard LifeStrategy | VASIX | Income: Multi | -13.9% | -1.9% | -13.9% | * | * | * | * | * | 62 | * | * | * | * | * | |
Vanguard Balanced | VBIAX | Risk-Driven | -16.9% | -3.9% | -16.9% | * | * | * | * | * | 46 | * | * | * | * | * | |
Vanguard Equity | VEIPX | Income: Equity | -0.2% | -3.7% | -0.2% | * | * | * | * | * | 81 | * | * | * | * | * | |
VALIC Global Strat | VGLSX | Global Macro | -16.8% | -2.7% | -16.8% | * | * | * | * | * | 48 | * | * | * | * | * | |
Vanguard STAR Inv | VGSTX | Risk-Driven | -18.1% | -3.5% | -18.1% | * | * | * | * | * | 42 | * | * | * | * | * | |
ValueLine AssetAlloc | VLAAX | Risk-Driven | -19.7% | -7.8% | -19.7% | * | * | * | * | * | 37 | * | * | * | * | * | |
Vanguard Market Neutral | VMNFX | Hedged: Mkt Neutral | 13.5% | 3.0% | 13.5% | * | * | * | * | * | 100 | * | * | * | * | * | |
Vanguard Managed Payout | VPGDX | Income: Multi | -9.2% | -2.5% | -9.2% | * | * | * | * | * | 66 | * | * | * | * | * | |
Vanguard Target Retire | VTINX | Income: Multi | -12.8% | -2.1% | -12.8% | * | * | * | * | * | 63 | * | * | * | * | * | |
Vanguard Wellington Inv | VWELX | Risk-Driven | -14.4% | -2.9% | -14.4% | * | * | * | * | * | 53 | * | * | * | * | * | |
Vanguard Wellesley Adm | VWIAX | Income: Multi | -9.0% | -1.6% | -9.0% | * | * | * | * | * | 71 | * | * | * | * | * | |
Vanguard Wellesley Inv | VWINX | Risk-Driven | -9.1% | -1.6% | -9.1% | * | * | * | * | * | 70 | * | * | * | * | * | |
Vanguard LT Tax-Exempt | VWLTX | Income: Tax Exempt | -12.0% | -0.4% | -12.0% | * | * | * | * | * | 66 | * | * | * | * | * | |
Vanguard Hi Div Yld ETF | VYM | Income: Equity | -0.4% | -3.5% | -0.4% | * | * | * | * | * | 80 | * | * | * | * | * | |
WF Asset Allocation | WFAIX | Risk-Driven | -16.9% | -4.0% | -16.9% | * | * | * | * | * | 47 | * | * | * | * | * | |
FundX Upgrader | XCOR | Momentum | -24.3% | -4.1% | -24.3% | * | * | * | * | * | 25 | * | * | * | * | * |