VizMetrics Inc. - Better visibility. Better results.

Tactical: Managed, ranked by VizMetrics Score

for period ending August 31, 2023
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 average90***** 5.6%*****
AQR Divers NADANXHedged: Arbitrage100***** 0.9%*****
S&P AggressiveAOARisk-Driven100***** 11.5%*****
S&P ConservativeAOKRisk-Driven95***** 4.0%*****
S&P ModerateAOMRisk-Driven98***** 5.7%*****
S&P GrowthAORRisk-Driven100***** 8.6%*****
Arbitrage IARBNXHedged: Arbitrage100***** 2.8%*****
Am Century Target DateARTOXIncome: Multi98***** 5.1%*****
Absolute Strategies IASFIXHedged: Abs Return39***** -11.7%*****
Dreyfus Alpha IAVGRXBlended100***** 3.2%*****
BlackRock Strat Inc OppBASIXIncome: Multi86***** -2.1%*****
Ibbotson BalancedBETFXRisk-Driven95***** 6.4%*****
PwrSh Sr Loan PortfolioBKLNIncome: Float Rate100***** 9.1%*****
BlackRock EmMkt ABLSAXHedged: Long/Short56***** 3.1%*****
UBS Dyn Alpha ABNAAXBlended100***** 5.1%*****
UBS Global AllocBPGLXGlobal Macro92***** 4.0%*****
Robeco Long/Short IBPLSXHedged: Long/Short100***** 14.6%*****
Berkshire Hathaway IncBRK.AGlobal Macro100***** 29.8%*****
Calamos Convertible ACCVIXIncome: Multi83***** 2.4%*****
Invesco Convertible YCNSDXIncome: Multi81***** 0.6%*****
Columbia Thermostat ZCOTZXRisk-Driven95***** 3.9%*****
IQ CPI Hedge ETFCPIHedged: Abs Return88***** 2.6%*****
ProShares Lg CapCSMHedged: 130-3097***** 11.4%*****
Calamos Global GrowthCVLOXIncome: Global100***** 9.3%*****
Calamos Market Neu IncCVSIXHedged: Mkt Neutral100***** 7.3%*****
Gugg Multi-AssetCVYIncome: Multi81***** 8.4%*****
Barclays Conv BondCWBIncome: Multi91***** 4.7%*****
WisdmTr EM HiYldDEMIncome: Equity100***** 14.1%*****
WisdmTr EM SmCapDGSIncome: Equity100***** 12.5%*****
Diamond Hill Long-Short IDHLSXHedged: Long/Short88***** 4.2%*****
WisdomTree ex-USDLNIncome: Equity96***** 8.9%*****
WisdmTr Intl SmCapDLSIncome: Equity84***** 8.2%*****
Dodge & Cox BalancedDODBXRisk-Driven100***** 9.4%*****
DFA Select Hedged DSHGXGlobal Macro100***** 13.7%*****
MFS Target Return ADVRAXHedged: Abs Return100***** 6.5%*****
iShares Select DividendDVYIncome: Equity46***** -2.0%*****
SPDR S&P Int'lDWXIncome: Equity91***** 9.8%*****
EatonVance GlobalMacroEIGMXHedged: Abs Return100***** 5.9%*****
Fidelity BalancedFBALXRisk-Driven100***** 11.5%*****
Fidelity ConvertiblesFCVSXIncome: Multi93***** 4.7%*****
Fidelity EquityFEQTXIncome: Equity100***** 10.1%*****
Fidelity MuniFHIGXIncome: Tax Exempt82***** -0.8%*****
Nuveen Amer MuniFLAAXIncome: Tax Exempt77***** -1.9%*****
FPA CrescentFPACXRisk-Driven100***** 14.2%*****
Fidelity PuritanFPURXRisk-Driven100***** 11.8%*****
Fidelity StrategicFSDIXIncome: Equity91***** 5.3%*****
First Trust Focus 5FVSector Rotation67***** 3.6%*****
Gabelli ABC AAAGABCXHedged: Mkt Neutral100***** 5.7%*****
Natixis ASG GlobalGAFYXHedged: Abs Return100***** 5.8%*****
Goldman Sachs Instl GARTXHedged: Abs Return100***** 7.5%*****
GMO Benchm-FreeGBMFXGlobal Macro100***** 10.5%*****
Leuthold GlobalGLBIXGlobal Macro100***** 6.5%*****
GMO Global AllocGMWAXGlobal Macro100***** 10.4%*****
Goldman Sachs Strat IncGSZAXIncome: Multi100***** 4.4%*****
Hedge ReplicationHDGBlended100***** 4.7%*****
iShares Hi Div EquityHDVIncome: Equity86***** 6.6%*****
ETF: SPDR Inc AllocINKMIncome: Multi81***** 2.9%*****
Ivy Asset StrategyIVAEXGlobal Macro100***** 11.5%*****
iSh MultiAsset IncomeIYLDIncome: Multi92***** 4.6%*****
Janus BalancedJANBXRisk-Driven94***** 5.9%*****
Jhancock Global Abs Ret IJHAIXHedged: Abs Return100***** 5.5%*****
JPMorgan Mkt Neutral AJMNAXHedged: Mkt Neutral100***** 8.4%*****
KCM MacroTrendsKCMTXHedged: Long/Short80***** 3.9%*****
Inst: Forward SelectKIFYXIncome: Multi45***** -5.7%*****
Columbia Div IncomeLBSAXIncome: Equity100***** 9.8%*****
Invesco Divers DividendLCEIXIncome: Equity91***** 7.0%*****
Leuthold CoreLCORXGlobal Macro100***** 9.2%*****
Lord Abbett Float RateLFRAXIncome: Float Rate99***** 1.0%*****
Loomis Global Eq ALGMAXIncome: Global100***** 12.8%*****
Loomis Global Eq YLSWWXGlobal Macro100***** 13.1%*****
BlackRock Global IMALOXGlobal Macro100***** 7.2%*****
BlackRock Eq DividendMDDVXIncome: Equity76***** 3.8%*****
FirstTrust Multi-AssetMDIVIncome: Multi65***** 0.2%*****
BlackRock Nat'l MuniMDNLXIncome: Tax Exempt78***** -1.4%*****
MainStay Marketfield AMFADXHedged: Long/Short100***** 8.0%*****
MFS Global Tot RetMFWIXGlobal Macro100***** 8.0%*****
Aberdeen Long-Short AMLSAXHedged: Long/Short63***** 2.0%*****
IQ Merger ArbitrageMNAHedged: Arbitrage92***** -1.1%*****
MainStay Int'l OppMYITXHedged: 130-30100***** 16.0%*****
Grimaldi SectorNAVFXSector Rotation100***** 13.1%*****
Neuberger Berman Eq IncNBHAXIncome: Global72***** 2.4%*****
Nuveen Preferred INPSRXIncome: Multi51***** -5.8%*****
Putnam Abs Ret 100 YPARYXHedged: Abs Return98***** -0.1%*****
PIMCO All-AssetPAUIXGlobal Macro62***** -0.8%*****
DWA Tech LeadersPDPBlended96***** 10.6%*****
iShr Preferred ETFPFFIncome: Multi71***** -1.2%*****
PIMCO Global MultiPGAIXGlobal Macro *****  *****
PowerSh Preferred ETFPGXIncome: Multi54***** -3.7%*****
PowerShares Intl DivPIDIncome: Equity81***** 6.9%*****
Principal GlobMultiStratPMSAXBlended100***** 4.8%*****
Pimco Income PPONPXIncome: Multi81***** -1.6%*****
Principal PreferredPPSIXIncome: Multi81***** 0.5%*****
T. Rowe Equity IncomePRFDXIncome: Equity74***** 5.1%*****
T. Rowe Summit MuniPRINXIncome: Tax Exempt80***** -1.4%*****
T. Rowe Global BondPRSNXIncome: Multi71***** -3.8%*****
iSh Global EnergyPWCBlended100***** 13.3%*****
Putnam Abs Ret 300 YPYTRXHedged: Abs Return95***** 0.2%*****
IQ Hedge Multi-StratQAIBlended100***** 6.7%*****
MultiAsset ETFRLYHedged: Abs Return65***** 1.5%*****
Hundredfold SelectSFHYXBlended82***** -1.6%*****
Sound Mind InvestingSMIFXMomentum100***** 3.1%*****
Schwab Div EquitySWDSXIncome: Equity83***** 5.1%*****
Schwab BalancedSWOBXRisk-Driven98***** 7.2%*****
Thornburg Inv Income ATIBAXIncome: Global100***** 14.4%*****
Thornburg Inv Income YTIBIXGlobal Macro100***** 14.7%*****
T. Rowe Retire BalancedTRRIXIncome: Multi84***** 1.2%*****
Vanguard LifeStrat GrowthVASGXRisk-Driven100***** 10.6%*****
Vanguard LifeStrategyVASIXIncome: Multi89***** 1.5%*****
Vanguard BalancedVBIAXRisk-Driven100***** 8.2%*****
Vanguard EquityVEIPXIncome: Equity91***** 7.7%*****
VALIC Global StratVGLSXGlobal Macro97***** 7.0%*****
Vanguard STAR InvVGSTXRisk-Driven97***** 8.1%*****
ValueLine AssetAllocVLAAXRisk-Driven85***** 5.8%*****
Vanguard Market NeutralVMNFXHedged: Mkt Neutral100***** 10.8%*****
Vanguard Target RetireVTINXIncome: Multi94***** 3.3%*****
Vanguard Wellington InvVWELXRisk-Driven100***** 7.7%*****
Vanguard Wellesley AdmVWIAXIncome: Multi87***** 2.7%*****
Vanguard Wellesley InvVWINXRisk-Driven87***** 2.6%*****
Vanguard LT Tax-Exempt VWLTXIncome: Tax Exempt80***** -0.9%*****
Vanguard Hi Div Yld ETFVYMIncome: Equity88***** 7.2%*****
WF Asset AllocationWFAIXRisk-Driven100***** 7.6%*****
FundX UpgraderXCORMomentum61***** -0.8%*****