VizMetrics Inc. - Better visibility. Better results.

Tactical: Managed, ranked by VizMetrics Score

for period ending July 31, 2022
 
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 average58***** -5.9%*****
 
AQR Divers NADANXHedged: Arbitrage76***** -3.0%*****
AlphaClone AlternativeALFAHedged: Long/Short0***** -30.1%*****
S&P AggressiveAOARisk-Driven47***** -9.3%*****
S&P ConservativeAOKRisk-Driven55***** -9.2%*****
S&P ModerateAOMRisk-Driven53***** -9.3%*****
S&P GrowthAORRisk-Driven51***** -9.0%*****
Arbitrage IARBNXHedged: Arbitrage82***** -0.5%*****
Am Century Target DateARTOXIncome: Multi56***** -8.1%*****
Absolute Strategies IASFIXHedged: Abs Return69***** -3.0%*****
Dreyfus Alpha IAVGRXBlended54***** -6.6%*****
BlackRock Strat Inc OppBASIXIncome: Multi72***** -4.9%*****
Ibbotson BalancedBETFXRisk-Driven53***** -8.1%*****
PwrSh Sr Loan PortfolioBKLNIncome: Float Rate76***** -1.6%*****
BlackRock EmMkt ABLSAXHedged: Long/Short20***** -23.4%*****
UBS Dyn Alpha ABNAAXBlended68***** -4.8%*****
UBS Global AllocBPGLXGlobal Macro47***** -10.8%*****
Robeco Long/Short IBPLSXHedged: Long/Short100***** 14.4%*****
Berkshire Hathaway IncBRK.AGlobal Macro65***** 7.8%*****
Calamos Convertible ACCVIXIncome: Multi31***** -16.5%*****
Invesco Convertible YCNSDXIncome: Multi42***** -11.8%*****
Columbia Thermostat ZCOTZXRisk-Driven56***** -9.3%*****
IQ CPI Hedge ETFCPIHedged: Abs Return73***** -2.3%*****
ProShares Lg CapCSMHedged: 130-3051***** -3.4%*****
Calamos Global GrowthCVLOXIncome: Global34***** -13.3%*****
Calamos Market Neu IncCVSIXHedged: Mkt Neutral74***** -3.1%*****
Gugg Multi-AssetCVYIncome: Multi49***** -4.9%*****
Barclays Conv BondCWBIncome: Multi25***** -19.0%*****
WisdmTr EM HiYldDEMIncome: Equity41***** -11.6%*****
WisdmTr EM SmCapDGSIncome: Equity42***** -12.4%*****
Diamond Hill Long-Short IDHLSXHedged: Long/Short65***** -1.6%*****
WisdomTree ex-USDLNIncome: Equity74***** 3.8%*****
WisdmTr Intl SmCapDLSIncome: Equity34***** -15.1%*****
Dodge & Cox BalancedDODBXRisk-Driven60***** -4.0%*****
DFA Select Hedged DSHGXGlobal Macro52***** -6.3%*****
MFS Target Return ADVRAXHedged: Abs Return68***** -5.4%*****
iShares Select DividendDVYIncome: Equity83***** 8.9%*****
SPDR S&P Int'lDWXIncome: Equity50***** -9.4%*****
EatonVance GlobalMacroEIGMXHedged: Abs Return69***** -6.0%*****
Fidelity BalancedFBALXRisk-Driven49***** -7.8%*****
Fidelity ConvertiblesFCVSXIncome: Multi39***** -12.6%*****
Fidelity EquityFEQTXIncome: Equity72***** 2.7%*****
Fidelity MuniFHIGXIncome: Tax Exempt59***** -8.6%*****
Nuveen Amer MuniFLAAXIncome: Tax Exempt42***** -14.2%*****
FPA CrescentFPACXRisk-Driven55***** -6.9%*****
Fidelity PuritanFPURXRisk-Driven49***** -8.1%*****
Fidelity StrategicFSDIXIncome: Equity63***** -3.4%*****
FundX UpgraderFUNDXMomentum37***** -12.2%*****
First Trust Focus 5FVSector Rotation48***** -2.7%*****
Gabelli ABC AAAGABCXHedged: Mkt Neutral82***** -1.1%*****
Natixis ASG GlobalGAFYXHedged: Abs Return76***** -1.8%*****
Goldman Sachs Instl GARTXHedged: Abs Return68***** -4.4%*****
GMO Benchm-FreeGBMFXGlobal Macro64***** -5.3%*****
Leuthold GlobalGLBIXGlobal Macro57***** -5.9%*****
GMO Global AllocGMWAXGlobal Macro46***** -11.9%*****
Goldman Sachs Strat IncGSZAXIncome: Multi70***** -4.7%*****
Hedge ReplicationHDGBlended59***** -8.3%*****
iShares Hi Div EquityHDVIncome: Equity89***** 10.2%*****
ETF: SPDR Inc AllocINKMIncome: Multi58***** -7.3%*****
Ivy Asset StrategyIVAEXGlobal Macro49***** -9.3%*****
iSh MultiAsset IncomeIYLDIncome: Multi44***** -12.6%*****
Janus BalancedJANBXRisk-Driven50***** -8.4%*****
Jhancock Global Abs Ret IJHAIXHedged: Abs Return76***** -1.7%*****
JPMorgan Mkt Neutral AJMNAXHedged: Mkt Neutral81***** -0.2%*****
KCM MacroTrendsKCMTXHedged: Long/Short38***** -10.8%*****
Inst: Forward SelectKIFYXIncome: Multi71***** -1.9%*****
Columbia Div IncomeLBSAXIncome: Equity66***** -0.2%*****
Invesco Divers DividendLCEIXIncome: Equity70***** 1.9%*****
Leuthold CoreLCORXGlobal Macro63***** -4.5%*****
Lord Abbett Float RateLFRAXIncome: Float Rate75***** -2.4%*****
Loomis Global Eq ALGMAXIncome: Global30***** -15.1%*****
Loomis Global Eq YLSWWXGlobal Macro30***** -14.9%*****
BlackRock Global IMALOXGlobal Macro35***** -17.2%*****
IQ Hedge Macro ETFMCROBlended58***** -9.7%*****
BlackRock Eq DividendMDDVXIncome: Equity49***** -8.0%*****
FirstTrust Multi-AssetMDIVIncome: Multi74***** 3.3%*****
BlackRock Nat'l MuniMDNLXIncome: Tax Exempt59***** -8.5%*****
MainStay Marketfield AMFADXHedged: Long/Short65***** -2.2%*****
MFS Global Tot RetMFWIXGlobal Macro51***** -9.1%*****
Aberdeen Long-Short AMLSAXHedged: Long/Short57***** 8.2%*****
IQ Merger ArbitrageMNAHedged: Arbitrage71***** -5.1%*****
MainStay Int'l OppMYITXHedged: 130-3026***** -17.8%*****
Grimaldi SectorNAVFXSector Rotation43***** -10.2%*****
Neuberger Berman Eq IncNBHAXIncome: Global71***** 2.9%*****
Nuveen Preferred INPSRXIncome: Multi58***** -8.7%*****
Putnam Abs Ret 100 YPARYXHedged: Abs Return75***** -4.1%*****
PIMCO All-AssetPAUIXGlobal Macro51***** -8.7%*****
Putnam 700 YPDMYXHedged: Abs Return83***** 1.4%*****
DWA Tech LeadersPDPBlended15***** -17.5%*****
iShr Preferred ETFPFFIncome: Multi52***** -7.9%*****
PIMCO Global MultiPGAIXGlobal Macro *****  *****
PowerSh Preferred ETFPGXIncome: Multi47***** -9.8%*****
PowerShares Intl DivPIDIncome: Equity71***** 4.2%*****
Principal GlobMultiStratPMSAXBlended76***** -1.7%*****
Pimco Income PPONPXIncome: Multi64***** -6.8%*****
Principal PreferredPPSIXIncome: Multi60***** -8.2%*****
T. Rowe Equity IncomePRFDXIncome: Equity70***** 2.8%*****
T. Rowe Summit MuniPRINXIncome: Tax Exempt60***** -8.4%*****
T. Rowe Global BondPRSNXIncome: Multi59***** -9.5%*****
iSh Global EnergyPWCBlended27***** -13.9%*****
Putnam Abs Ret 300 YPYTRXHedged: Abs Return78***** -2.8%*****
IQ Hedge Multi-StratQAIBlended59***** -8.8%*****
IQ Hedge ETFQMNHedged: Mkt Neutral68***** -6.4%*****
MultiAsset ETFRLYHedged: Abs Return89***** 12.9%*****
Hundredfold SelectSFHYXBlended70***** -4.8%*****
Sound Mind InvestingSMIFXMomentum52***** -6.4%*****
Schwab Div EquitySWDSXIncome: Equity65***** -0.7%*****
Schwab BalancedSWOBXRisk-Driven47***** -10.3%*****
Thornburg Inv Income ATIBAXIncome: Global65***** -2.0%*****
Thornburg Inv Income YTIBIXGlobal Macro65***** -1.7%*****
T. Rowe Retire BalancedTRRIXIncome: Multi55***** -9.1%*****
Vanguard LifeStrat GrowthVASGXRisk-Driven45***** -10.3%*****
Vanguard LifeStrategyVASIXIncome: Multi57***** -9.3%*****
Vanguard BalancedVBIAXRisk-Driven50***** -8.2%*****
Vanguard EquityVEIPXIncome: Equity75***** 4.3%*****
VALIC Global StratVGLSXGlobal Macro42***** -12.6%*****
Vanguard STAR InvVGSTXRisk-Driven40***** -12.9%*****
ValueLine AssetAllocVLAAXRisk-Driven49***** -7.8%*****
Vanguard Market NeutralVMNFXHedged: Mkt Neutral100***** 21.4%*****
Vanguard Managed PayoutVPGDXIncome: Multi63***** -3.9%*****
Vanguard Target RetireVTINXIncome: Multi60***** -7.6%*****
Vanguard Wellington InvVWELXRisk-Driven54***** -6.4%*****
Vanguard Wellesley AdmVWIAXIncome: Multi64***** -5.1%*****
Vanguard Wellesley InvVWINXRisk-Driven64***** -5.2%*****
Vanguard LT Tax-Exempt VWLTXIncome: Tax Exempt58***** -8.7%*****
Vanguard Hi Div Yld ETFVYMIncome: Equity75***** 4.1%*****
WF Asset AllocationWFAIXRisk-Driven53***** -7.0%*****