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.

Recipe Name	ID	Category	1 year	3 year	5 year	7 year	10 year	15 year	1 year	3 year	5 year	7 year	10 year	15 year
			VizMetrics Score						Total Return, annualized
		Group average	90	*	*	*	*	*	5.6%	*	*	*	*	*

AQR Divers N	ADANX	Hedged: Arbitrage	100	*	*	*	*	*	0.9%	*	*	*	*	*
S&P Aggressive	AOA	Risk-Driven	100	*	*	*	*	*	11.5%	*	*	*	*	*
S&P Conservative	AOK	Risk-Driven	95	*	*	*	*	*	4.0%	*	*	*	*	*
S&P Moderate	AOM	Risk-Driven	98	*	*	*	*	*	5.7%	*	*	*	*	*
S&P Growth	AOR	Risk-Driven	100	*	*	*	*	*	8.6%	*	*	*	*	*
Arbitrage I	ARBNX	Hedged: Arbitrage	100	*	*	*	*	*	2.8%	*	*	*	*	*
Am Century Target Date	ARTOX	Income: Multi	98	*	*	*	*	*	5.1%	*	*	*	*	*
Absolute Strategies I	ASFIX	Hedged: Abs Return	39	*	*	*	*	*	-11.7%	*	*	*	*	*
Dreyfus Alpha I	AVGRX	Blended	100	*	*	*	*	*	3.2%	*	*	*	*	*
BlackRock Strat Inc Opp	BASIX	Income: Multi	86	*	*	*	*	*	-2.1%	*	*	*	*	*
Ibbotson Balanced	BETFX	Risk-Driven	95	*	*	*	*	*	6.4%	*	*	*	*	*
PwrSh Sr Loan Portfolio	BKLN	Income: Float Rate	100	*	*	*	*	*	9.1%	*	*	*	*	*
BlackRock EmMkt A	BLSAX	Hedged: Long/Short	56	*	*	*	*	*	3.1%	*	*	*	*	*
UBS Dyn Alpha A	BNAAX	Blended	100	*	*	*	*	*	5.1%	*	*	*	*	*
UBS Global Alloc	BPGLX	Global Macro	92	*	*	*	*	*	4.0%	*	*	*	*	*
Robeco Long/Short I	BPLSX	Hedged: Long/Short	100	*	*	*	*	*	14.6%	*	*	*	*	*
Berkshire Hathaway Inc	BRK.A	Global Macro	100	*	*	*	*	*	29.8%	*	*	*	*	*
Calamos Convertible A	CCVIX	Income: Multi	83	*	*	*	*	*	2.4%	*	*	*	*	*
Invesco Convertible Y	CNSDX	Income: Multi	81	*	*	*	*	*	0.6%	*	*	*	*	*
Columbia Thermostat Z	COTZX	Risk-Driven	95	*	*	*	*	*	3.9%	*	*	*	*	*
IQ CPI Hedge ETF	CPI	Hedged: Abs Return	88	*	*	*	*	*	2.6%	*	*	*	*	*
ProShares Lg Cap	CSM	Hedged: 130-30	97	*	*	*	*	*	11.4%	*	*	*	*	*
Calamos Global Growth	CVLOX	Income: Global	100	*	*	*	*	*	9.3%	*	*	*	*	*
Calamos Market Neu Inc	CVSIX	Hedged: Mkt Neutral	100	*	*	*	*	*	7.3%	*	*	*	*	*
Gugg Multi-Asset	CVY	Income: Multi	81	*	*	*	*	*	8.4%	*	*	*	*	*
Barclays Conv Bond	CWB	Income: Multi	91	*	*	*	*	*	4.7%	*	*	*	*	*
WisdmTr EM HiYld	DEM	Income: Equity	100	*	*	*	*	*	14.1%	*	*	*	*	*
WisdmTr EM SmCap	DGS	Income: Equity	100	*	*	*	*	*	12.5%	*	*	*	*	*
Diamond Hill Long-Short I	DHLSX	Hedged: Long/Short	88	*	*	*	*	*	4.2%	*	*	*	*	*
WisdomTree ex-US	DLN	Income: Equity	96	*	*	*	*	*	8.9%	*	*	*	*	*
WisdmTr Intl SmCap	DLS	Income: Equity	84	*	*	*	*	*	8.2%	*	*	*	*	*
Dodge & Cox Balanced	DODBX	Risk-Driven	100	*	*	*	*	*	9.4%	*	*	*	*	*
DFA Select Hedged	DSHGX	Global Macro	100	*	*	*	*	*	13.7%	*	*	*	*	*
MFS Target Return A	DVRAX	Hedged: Abs Return	100	*	*	*	*	*	6.5%	*	*	*	*	*
iShares Select Dividend	DVY	Income: Equity	46	*	*	*	*	*	-2.0%	*	*	*	*	*
SPDR S&P Int'l	DWX	Income: Equity	91	*	*	*	*	*	9.8%	*	*	*	*	*
EatonVance GlobalMacro	EIGMX	Hedged: Abs Return	100	*	*	*	*	*	5.9%	*	*	*	*	*
Fidelity Balanced	FBALX	Risk-Driven	100	*	*	*	*	*	11.5%	*	*	*	*	*
Fidelity Convertibles	FCVSX	Income: Multi	93	*	*	*	*	*	4.7%	*	*	*	*	*
Fidelity Equity	FEQTX	Income: Equity	100	*	*	*	*	*	10.1%	*	*	*	*	*
Fidelity Muni	FHIGX	Income: Tax Exempt	82	*	*	*	*	*	-0.8%	*	*	*	*	*
Nuveen Amer Muni	FLAAX	Income: Tax Exempt	77	*	*	*	*	*	-1.9%	*	*	*	*	*
FPA Crescent	FPACX	Risk-Driven	100	*	*	*	*	*	14.2%	*	*	*	*	*
Fidelity Puritan	FPURX	Risk-Driven	100	*	*	*	*	*	11.8%	*	*	*	*	*
Fidelity Strategic	FSDIX	Income: Equity	91	*	*	*	*	*	5.3%	*	*	*	*	*
First Trust Focus 5	FV	Sector Rotation	67	*	*	*	*	*	3.6%	*	*	*	*	*
Gabelli ABC AAA	GABCX	Hedged: Mkt Neutral	100	*	*	*	*	*	5.7%	*	*	*	*	*
Natixis ASG Global	GAFYX	Hedged: Abs Return	100	*	*	*	*	*	5.8%	*	*	*	*	*
Goldman Sachs Instl	GARTX	Hedged: Abs Return	100	*	*	*	*	*	7.5%	*	*	*	*	*
GMO Benchm-Free	GBMFX	Global Macro	100	*	*	*	*	*	10.5%	*	*	*	*	*
Leuthold Global	GLBIX	Global Macro	100	*	*	*	*	*	6.5%	*	*	*	*	*
GMO Global Alloc	GMWAX	Global Macro	100	*	*	*	*	*	10.4%	*	*	*	*	*
Goldman Sachs Strat Inc	GSZAX	Income: Multi	100	*	*	*	*	*	4.4%	*	*	*	*	*
Hedge Replication	HDG	Blended	100	*	*	*	*	*	4.7%	*	*	*	*	*
iShares Hi Div Equity	HDV	Income: Equity	86	*	*	*	*	*	6.6%	*	*	*	*	*
ETF: SPDR Inc Alloc	INKM	Income: Multi	81	*	*	*	*	*	2.9%	*	*	*	*	*
Ivy Asset Strategy	IVAEX	Global Macro	100	*	*	*	*	*	11.5%	*	*	*	*	*
iSh MultiAsset Income	IYLD	Income: Multi	92	*	*	*	*	*	4.6%	*	*	*	*	*
Janus Balanced	JANBX	Risk-Driven	94	*	*	*	*	*	5.9%	*	*	*	*	*
Jhancock Global Abs Ret I	JHAIX	Hedged: Abs Return	100	*	*	*	*	*	5.5%	*	*	*	*	*
JPMorgan Mkt Neutral A	JMNAX	Hedged: Mkt Neutral	100	*	*	*	*	*	8.4%	*	*	*	*	*
KCM MacroTrends	KCMTX	Hedged: Long/Short	80	*	*	*	*	*	3.9%	*	*	*	*	*
Inst: Forward Select	KIFYX	Income: Multi	45	*	*	*	*	*	-5.7%	*	*	*	*	*
Columbia Div Income	LBSAX	Income: Equity	100	*	*	*	*	*	9.8%	*	*	*	*	*
Invesco Divers Dividend	LCEIX	Income: Equity	91	*	*	*	*	*	7.0%	*	*	*	*	*
Leuthold Core	LCORX	Global Macro	100	*	*	*	*	*	9.2%	*	*	*	*	*
Lord Abbett Float Rate	LFRAX	Income: Float Rate	99	*	*	*	*	*	1.0%	*	*	*	*	*
Loomis Global Eq A	LGMAX	Income: Global	100	*	*	*	*	*	12.8%	*	*	*	*	*
Loomis Global Eq Y	LSWWX	Global Macro	100	*	*	*	*	*	13.1%	*	*	*	*	*
BlackRock Global I	MALOX	Global Macro	100	*	*	*	*	*	7.2%	*	*	*	*	*
BlackRock Eq Dividend	MDDVX	Income: Equity	76	*	*	*	*	*	3.8%	*	*	*	*	*
FirstTrust Multi-Asset	MDIV	Income: Multi	65	*	*	*	*	*	0.2%	*	*	*	*	*
BlackRock Nat'l Muni	MDNLX	Income: Tax Exempt	78	*	*	*	*	*	-1.4%	*	*	*	*	*
MainStay Marketfield A	MFADX	Hedged: Long/Short	100	*	*	*	*	*	8.0%	*	*	*	*	*
MFS Global Tot Ret	MFWIX	Global Macro	100	*	*	*	*	*	8.0%	*	*	*	*	*
Aberdeen Long-Short A	MLSAX	Hedged: Long/Short	63	*	*	*	*	*	2.0%	*	*	*	*	*
IQ Merger Arbitrage	MNA	Hedged: Arbitrage	92	*	*	*	*	*	-1.1%	*	*	*	*	*
MainStay Int'l Opp	MYITX	Hedged: 130-30	100	*	*	*	*	*	16.0%	*	*	*	*	*
Grimaldi Sector	NAVFX	Sector Rotation	100	*	*	*	*	*	13.1%	*	*	*	*	*
Neuberger Berman Eq Inc	NBHAX	Income: Global	72	*	*	*	*	*	2.4%	*	*	*	*	*
Nuveen Preferred I	NPSRX	Income: Multi	51	*	*	*	*	*	-5.8%	*	*	*	*	*
Putnam Abs Ret 100 Y	PARYX	Hedged: Abs Return	98	*	*	*	*	*	-0.1%	*	*	*	*	*
PIMCO All-Asset	PAUIX	Global Macro	62	*	*	*	*	*	-0.8%	*	*	*	*	*
DWA Tech Leaders	PDP	Blended	96	*	*	*	*	*	10.6%	*	*	*	*	*
iShr Preferred ETF	PFF	Income: Multi	71	*	*	*	*	*	-1.2%	*	*	*	*	*
PIMCO Global Multi	PGAIX	Global Macro		*	*	*	*	*		*	*	*	*	*
PowerSh Preferred ETF	PGX	Income: Multi	54	*	*	*	*	*	-3.7%	*	*	*	*	*
PowerShares Intl Div	PID	Income: Equity	81	*	*	*	*	*	6.9%	*	*	*	*	*
Principal GlobMultiStrat	PMSAX	Blended	100	*	*	*	*	*	4.8%	*	*	*	*	*
Pimco Income P	PONPX	Income: Multi	81	*	*	*	*	*	-1.6%	*	*	*	*	*
Principal Preferred	PPSIX	Income: Multi	81	*	*	*	*	*	0.5%	*	*	*	*	*
T. Rowe Equity Income	PRFDX	Income: Equity	74	*	*	*	*	*	5.1%	*	*	*	*	*
T. Rowe Summit Muni	PRINX	Income: Tax Exempt	80	*	*	*	*	*	-1.4%	*	*	*	*	*
T. Rowe Global Bond	PRSNX	Income: Multi	71	*	*	*	*	*	-3.8%	*	*	*	*	*
iSh Global Energy	PWC	Blended	100	*	*	*	*	*	13.3%	*	*	*	*	*
Putnam Abs Ret 300 Y	PYTRX	Hedged: Abs Return	95	*	*	*	*	*	0.2%	*	*	*	*	*
IQ Hedge Multi-Strat	QAI	Blended	100	*	*	*	*	*	6.7%	*	*	*	*	*
MultiAsset ETF	RLY	Hedged: Abs Return	65	*	*	*	*	*	1.5%	*	*	*	*	*
Hundredfold Select	SFHYX	Blended	82	*	*	*	*	*	-1.6%	*	*	*	*	*
Sound Mind Investing	SMIFX	Momentum	100	*	*	*	*	*	3.1%	*	*	*	*	*
Schwab Div Equity	SWDSX	Income: Equity	83	*	*	*	*	*	5.1%	*	*	*	*	*
Schwab Balanced	SWOBX	Risk-Driven	98	*	*	*	*	*	7.2%	*	*	*	*	*
Thornburg Inv Income A	TIBAX	Income: Global	100	*	*	*	*	*	14.4%	*	*	*	*	*
Thornburg Inv Income Y	TIBIX	Global Macro	100	*	*	*	*	*	14.7%	*	*	*	*	*
T. Rowe Retire Balanced	TRRIX	Income: Multi	84	*	*	*	*	*	1.2%	*	*	*	*	*
Vanguard LifeStrat Growth	VASGX	Risk-Driven	100	*	*	*	*	*	10.6%	*	*	*	*	*
Vanguard LifeStrategy	VASIX	Income: Multi	89	*	*	*	*	*	1.5%	*	*	*	*	*
Vanguard Balanced	VBIAX	Risk-Driven	100	*	*	*	*	*	8.2%	*	*	*	*	*
Vanguard Equity	VEIPX	Income: Equity	91	*	*	*	*	*	7.7%	*	*	*	*	*
VALIC Global Strat	VGLSX	Global Macro	97	*	*	*	*	*	7.0%	*	*	*	*	*
Vanguard STAR Inv	VGSTX	Risk-Driven	97	*	*	*	*	*	8.1%	*	*	*	*	*
ValueLine AssetAlloc	VLAAX	Risk-Driven	85	*	*	*	*	*	5.8%	*	*	*	*	*
Vanguard Market Neutral	VMNFX	Hedged: Mkt Neutral	100	*	*	*	*	*	10.8%	*	*	*	*	*
Vanguard Target Retire	VTINX	Income: Multi	94	*	*	*	*	*	3.3%	*	*	*	*	*
Vanguard Wellington Inv	VWELX	Risk-Driven	100	*	*	*	*	*	7.7%	*	*	*	*	*
Vanguard Wellesley Adm	VWIAX	Income: Multi	87	*	*	*	*	*	2.7%	*	*	*	*	*
Vanguard Wellesley Inv	VWINX	Risk-Driven	87	*	*	*	*	*	2.6%	*	*	*	*	*
Vanguard LT Tax-Exempt	VWLTX	Income: Tax Exempt	80	*	*	*	*	*	-0.9%	*	*	*	*	*
Vanguard Hi Div Yld ETF	VYM	Income: Equity	88	*	*	*	*	*	7.2%	*	*	*	*	*
WF Asset Allocation	WFAIX	Risk-Driven	100	*	*	*	*	*	7.6%	*	*	*	*	*
FundX Upgrader	XCOR	Momentum	61	*	*	*	*	*	-0.8%	*	*	*	*	*

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