VizMetrics Inc. - Better visibility. Better results.

Tactical: Managed, ranked by VizMetrics Score

for period ending September 30, 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.
   VizMetrics Score Total Return, annualized
Recipe NameIDCategory1 year3 year5 year7 year10 year15 year 1 year3 year5 year7 year10 year15 year
  Group average66***** 3.2%*****
AQR Divers NADANXHedged: Arbitrage90***** 12.7%*****
AlphaClone AlternativeALFAHedged: Long/Short73***** 19.2%*****
S&P AggressiveAOARisk-Driven71***** 8.0%*****
S&P ConservativeAOKRisk-Driven84***** 6.7%*****
S&P ModerateAOMRisk-Driven83***** 7.1%*****
S&P GrowthAORRisk-Driven77***** 7.7%*****
Arbitrage IARBNXHedged: Arbitrage85***** 3.9%*****
Am Century Target DateARTOXIncome: Multi80***** 7.2%*****
AQR Multi-Strat AltASAIXBlended5***** -29.9%*****
Absolute Strategies IASFIXHedged: Abs Return76***** -1.0%*****
Dreyfus Alpha IAVGRXBlended75***** 3.8%*****
BlackRock Strat Inc OppBASIXIncome: Multi79***** 4.3%*****
Ibbotson BalancedBETFXRisk-Driven68***** 3.4%*****
PwrSh Sr Loan PortfolioBKLNIncome: Float Rate70***** -0.2%*****
BlackRock EmMkt ABLSAXHedged: Long/Short63***** 9.8%*****
UBS Dyn Alpha ABNAAXBlended69***** 0.8%*****
UBS Global AllocBPGLXGlobal Macro73***** 6.5%*****
Robeco Long/Short IBPLSXHedged: Long/Short40***** -11.6%*****
Berkshire Hathaway IncBRK.AGlobal Macro59***** 2.6%*****
Calamos Convertible ACCVIXIncome: Multi100***** 34.4%*****
Invesco Convertible YCNSDXIncome: Multi100***** 28.3%*****
Columbia Thermostat ZCOTZXRisk-Driven100***** 24.5%*****
IQ CPI Hedge ETFCPIHedged: Abs Return75***** -0.4%*****
ProShares Lg CapCSMHedged: 130-3064***** 9.2%*****
Calamos Global GrowthCVLOXIncome: Global97***** 23.7%*****
Calamos Market Neu IncCVSIXHedged: Mkt Neutral86***** 4.3%*****
Gugg Multi-AssetCVYIncome: Multi0***** -23.5%*****
Barclays Conv BondCWBIncome: Multi100***** 35.4%*****
WisdmTr EM HiYldDEMIncome: Equity27***** -10.5%*****
WisdmTr EM SmCapDGSIncome: Equity36***** -2.9%*****
Diamond Hill Long-Short IDHLSXHedged: Long/Short38***** -8.5%*****
WisdomTree ex-USDLNIncome: Equity53***** 0.8%*****
WisdmTr Intl SmCapDLSIncome: Equity34***** -2.6%*****
Dodge & Cox BalancedDODBXRisk-Driven55***** 0.9%*****
DFA Select Hedged DSHGXGlobal Macro53***** 4.0%*****
WisdmTr Top 100DTNIncome: Equity27***** -10.4%*****
MFS Target Return ADVRAXHedged: Abs Return82***** 5.1%*****
iShares Select DividendDVYIncome: Equity17***** -16.5%*****
SPDR S&P Int'lDWXIncome: Equity35***** -9.1%*****
EatonVance GlobalMacroEIGMXHedged: Abs Return78***** 4.0%*****
Fidelity BalancedFBALXRisk-Driven91***** 17.8%*****
Fidelity ConvertiblesFCVSXIncome: Multi100***** 29.9%*****
Fidelity EquityFEQTXIncome: Equity38***** -5.6%*****
Fidelity MuniFHIGXIncome: Tax Exempt77***** 2.7%*****
Nuveen Amer MuniFLAAXIncome: Tax Exempt75***** 2.2%*****
FPA CrescentFPACXRisk-Driven52***** 0.3%*****
Fidelity PuritanFPURXRisk-Driven98***** 19.2%*****
Fidelity StrategicFSDIXIncome: Equity66***** 4.2%*****
FundX UpgraderFUNDXMomentum84***** 17.6%*****
First Trust Focus 5FVSector Rotation78***** 15.7%*****
Gabelli ABC AAAGABCXHedged: Mkt Neutral79***** 2.0%*****
Natixis ASG GlobalGAFYXHedged: Abs Return65***** -4.0%*****
Goldman Sachs Instl GARTXHedged: Abs Return69***** -0.4%*****
GMO Benchm-FreeGBMFXGlobal Macro58***** -2.4%*****
Goldman DynamicGDIFXGlobal Macro67***** -4.3%*****
Leuthold GlobalGLBIXGlobal Macro70***** 2.8%*****
GMO Global AllocGMWAXGlobal Macro59***** -0.9%*****
Goldman Sachs Strat IncGSZAXIncome: Multi81***** 7.1%*****
Hedge ReplicationHDGBlended73***** 1.4%*****
iShares Hi Div EquityHDVIncome: Equity32***** -10.8%*****
Hancock Horizon InstHHQTXHedged: Long/Short53***** -3.9%*****
ETF: SPDR Inc AllocINKMIncome: Multi46***** -4.0%*****
Ivy Asset StrategyIVAEXGlobal Macro66***** 8.2%*****
IVA WorldwideIVWIXGlobal Macro50***** -4.6%*****
iSh MultiAsset IncomeIYLDIncome: Multi40***** -4.7%*****
Janus BalancedJANBXRisk-Driven87***** 12.5%*****
Jhancock Global Abs Ret IJHAIXHedged: Abs Return79***** 0.9%*****
JPMorgan Mkt Neutral AJMNAXHedged: Mkt Neutral100***** 13.0%*****
KCM MacroTrendsKCMTXHedged: Long/Short70***** 2.0%*****
Inst: Forward SelectKIFYXIncome: Multi13***** -10.2%*****
Columbia Div IncomeLBSAXIncome: Equity62***** 3.3%*****
Invesco Divers DividendLCEIXIncome: Equity39***** -7.3%*****
Leuthold CoreLCORXGlobal Macro79***** 6.7%*****
Lord Abbett Float RateLFRAXIncome: Float Rate49***** -4.6%*****
Loomis Global Eq ALGMAXIncome: Global84***** 13.4%*****
Loomis Global Eq YLSWWXGlobal Macro85***** 13.7%*****
BlackRock Global IMALOXGlobal Macro90***** 14.6%*****
IQ Hedge Macro ETFMCROBlended82***** 6.2%*****
BlackRock Eq DividendMDDVXIncome: Equity44***** -4.3%*****
FirstTrust Multi-AssetMDIVIncome: Multi0***** -22.3%*****
BlackRock Nat'l MuniMDNLXIncome: Tax Exempt77***** 2.2%*****
MainStay Marketfield AMFADXHedged: Long/Short89***** 16.4%*****
MFS Global Tot RetMFWIXGlobal Macro71***** 4.2%*****
Aberdeen Long-Short AMLSAXHedged: Long/Short88***** 19.7%*****
IQ Merger ArbitrageMNAHedged: Arbitrage76***** 5.0%*****
MainStay Int'l OppMYITXHedged: 130-3043***** -3.2%*****
Grimaldi SectorNAVFXSector Rotation64***** 8.0%*****
Neuberger Berman Eq IncNBHAXIncome: Global45***** -3.4%*****
Nuveen Preferred INPSRXIncome: Multi60***** 2.5%*****
Putnam Abs Ret 100 YPARYXHedged: Abs Return82***** 3.0%*****
PIMCO All-AssetPAUIXGlobal Macro48***** -4.2%*****
Putnam 700 YPDMYXHedged: Abs Return55***** -10.3%*****
DWA Tech LeadersPDPBlended99***** 25.9%*****
iShr Preferred ETFPFFIncome: Multi64***** 2.6%*****
PIMCO Global MultiPGAIXGlobal Macro *****  *****
PowerSh Preferred ETFPGXIncome: Multi71***** 2.9%*****
PowerShares Intl DivPIDIncome: Equity8***** -17.3%*****
Principal GlobMultiStratPMSAXBlended72***** 2.0%*****
Pimco Income PPONPXIncome: Multi75***** 3.7%*****
Principal PreferredPPSIXIncome: Multi67***** 3.6%*****
T. Rowe Equity IncomePRFDXIncome: Equity28***** -10.4%*****
T. Rowe Summit MuniPRINXIncome: Tax Exempt76***** 2.2%*****
T. Rowe Global BondPRSNXIncome: Multi75***** 5.1%*****
iSh Global EnergyPWCBlended46***** 0.2%*****
Putnam Abs Ret 300 YPYTRXHedged: Abs Return68***** -0.8%*****
IQ Hedge Multi-StratQAIBlended79***** 3.8%*****
IQ Hedge ETFQMNHedged: Mkt Neutral79***** 2.5%*****
RAFI Long-ShortRALSHedged: Long/Short50***** -13.3%*****
RiverFront GlobalGroRLTSXGlobal Macro58***** 5.3%*****
MultiAsset ETFRLYHedged: Abs Return36***** -9.0%*****
Hundredfold SelectSFHYXBlended100***** 25.2%*****
Sound Mind InvestingSMIFXMomentum61***** 7.6%*****
Schwab Div EquitySWDSXIncome: Equity28***** -10.5%*****
Schwab Hedged EqSWHEXHedged: Long/Short52***** -5.3%*****
Schwab BalancedSWOBXRisk-Driven86***** 12.1%*****
Thornburg Inv Income ATIBAXIncome: Global30***** -9.9%*****
Thornburg Inv Income YTIBIXGlobal Macro30***** -9.6%*****
T. Rowe Retire BalancedTRRIXIncome: Multi80***** 7.9%*****
Vanguard LifeStrat GrowthVASGXRisk-Driven74***** 9.9%*****
Vanguard LifeStrategyVASIXIncome: Multi88***** 6.8%*****
Vanguard BalancedVBIAXRisk-Driven87***** 12.6%*****
Vanguard EquityVEIPXIncome: Equity48***** -2.9%*****
VALIC Global StratVGLSXGlobal Macro67***** 1.6%*****
Vanguard STAR InvVGSTXRisk-Driven89***** 15.0%*****
ValueLine AssetAllocVLAAXRisk-Driven86***** 12.3%*****
Vanguard Market NeutralVMNFXHedged: Mkt Neutral59***** -8.8%*****
Vanguard Managed PayoutVPGDXIncome: Multi64***** 1.8%*****
Vanguard Target RetireVTINXIncome: Multi86***** 7.4%*****
Vanguard Wellington InvVWELXRisk-Driven76***** 7.5%*****
Vanguard Wellesley AdmVWIAXIncome: Multi80***** 5.2%*****
Vanguard Wellesley InvVWINXRisk-Driven80***** 5.2%*****
Vanguard LT Tax-Exempt VWLTXIncome: Tax Exempt83***** 4.2%*****
Vanguard Hi Div Yld ETFVYMIncome: Equity43***** -5.6%*****
WF Asset AllocationWFAIXRisk-Driven93***** 13.3%*****