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Tactical: Managed, ranked by VizMetrics Score

for period ending October 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 average63***** -11.2%*****
 
AQR Divers NADANXHedged: Arbitrage96***** -4.9%*****
S&P AggressiveAOARisk-Driven42***** -18.1%*****
S&P ConservativeAOKRisk-Driven57***** -16.1%*****
S&P ModerateAOMRisk-Driven54***** -16.5%*****
S&P GrowthAORRisk-Driven48***** -17.4%*****
Arbitrage IARBNXHedged: Arbitrage100***** -0.6%*****
Am Century Target DateARTOXIncome: Multi59***** -14.5%*****
Absolute Strategies IASFIXHedged: Abs Return100***** 5.0%*****
Dreyfus Alpha IAVGRXBlended65***** -10.5%*****
BlackRock Strat Inc OppBASIXIncome: Multi86***** -8.7%*****
Ibbotson BalancedBETFXRisk-Driven54***** -14.7%*****
PwrSh Sr Loan PortfolioBKLNIncome: Float Rate98***** -2.5%*****
BlackRock EmMkt ABLSAXHedged: Long/Short8***** -32.1%*****
UBS Dyn Alpha ABNAAXBlended83***** -8.2%*****
UBS Global AllocBPGLXGlobal Macro47***** -18.0%*****
Robeco Long/Short IBPLSXHedged: Long/Short100***** 9.7%*****
Berkshire Hathaway IncBRK.AGlobal Macro75***** 2.8%*****
Calamos Convertible ACCVIXIncome: Multi32***** -22.2%*****
Invesco Convertible YCNSDXIncome: Multi46***** -17.3%*****
Columbia Thermostat ZCOTZXRisk-Driven60***** -14.8%*****
IQ CPI Hedge ETFCPIHedged: Abs Return78***** -7.6%*****
ProShares Lg CapCSMHedged: 130-3047***** -12.5%*****
Calamos Global GrowthCVLOXIncome: Global25***** -23.9%*****
Calamos Market Neu IncCVSIXHedged: Mkt Neutral93***** -5.2%*****
Gugg Multi-AssetCVYIncome: Multi54***** -9.0%*****
Barclays Conv BondCWBIncome: Multi27***** -24.4%*****
WisdmTr EM HiYldDEMIncome: Equity41***** -18.7%*****
WisdmTr EM SmCapDGSIncome: Equity38***** -20.2%*****
Diamond Hill Long-Short IDHLSXHedged: Long/Short69***** -8.1%*****
WisdomTree ex-USDLNIncome: Equity84***** -0.5%*****
WisdmTr Intl SmCapDLSIncome: Equity18***** -26.5%*****
Dodge & Cox BalancedDODBXRisk-Driven66***** -9.3%*****
DFA Select Hedged DSHGXGlobal Macro51***** -13.7%*****
MFS Target Return ADVRAXHedged: Abs Return85***** -7.8%*****
iShares Select DividendDVYIncome: Equity89***** 3.4%*****
SPDR S&P Int'lDWXIncome: Equity36***** -20.1%*****
EatonVance GlobalMacroEIGMXHedged: Abs Return95***** -5.2%*****
Fidelity BalancedFBALXRisk-Driven44***** -17.4%*****
Fidelity ConvertiblesFCVSXIncome: Multi45***** -16.9%*****
Fidelity EquityFEQTXIncome: Equity80***** -1.7%*****
Fidelity MuniFHIGXIncome: Tax Exempt63***** -14.8%*****
Nuveen Amer MuniFLAAXIncome: Tax Exempt44***** -20.2%*****
FPA CrescentFPACXRisk-Driven57***** -13.6%*****
Fidelity PuritanFPURXRisk-Driven46***** -16.9%*****
Fidelity StrategicFSDIXIncome: Equity66***** -9.9%*****
FundX UpgraderFUNDXMomentum21***** -25.3%*****
First Trust Focus 5FVSector Rotation63***** -2.7%*****
Gabelli ABC AAAGABCXHedged: Mkt Neutral100***** -1.5%*****
Natixis ASG GlobalGAFYXHedged: Abs Return100***** -1.5%*****
Goldman Sachs Instl GARTXHedged: Abs Return82***** -8.1%*****
GMO Benchm-FreeGBMFXGlobal Macro82***** -6.7%*****
Leuthold GlobalGLBIXGlobal Macro74***** -7.7%*****
GMO Global AllocGMWAXGlobal Macro50***** -16.8%*****
Goldman Sachs Strat IncGSZAXIncome: Multi94***** -5.6%*****
Hedge ReplicationHDGBlended71***** -11.8%*****
iShares Hi Div EquityHDVIncome: Equity100***** 8.6%*****
ETF: SPDR Inc AllocINKMIncome: Multi54***** -15.4%*****
Ivy Asset StrategyIVAEXGlobal Macro49***** -16.7%*****
iSh MultiAsset IncomeIYLDIncome: Multi42***** -20.0%*****
Janus BalancedJANBXRisk-Driven49***** -16.4%*****
Jhancock Global Abs Ret IJHAIXHedged: Abs Return93***** -3.9%*****
JPMorgan Mkt Neutral AJMNAXHedged: Mkt Neutral100***** -2.7%*****
KCM MacroTrendsKCMTXHedged: Long/Short26***** -22.3%*****
Inst: Forward SelectKIFYXIncome: Multi53***** -16.0%*****
Columbia Div IncomeLBSAXIncome: Equity73***** -5.2%*****
Invesco Divers DividendLCEIXIncome: Equity84***** -0.8%*****
Leuthold CoreLCORXGlobal Macro81***** -6.4%*****
Lord Abbett Float RateLFRAXIncome: Float Rate93***** -5.0%*****
Loomis Global Eq ALGMAXIncome: Global20***** -24.9%*****
Loomis Global Eq YLSWWXGlobal Macro21***** -24.8%*****
BlackRock Global IMALOXGlobal Macro36***** -22.7%*****
IQ Hedge Macro ETFMCROBlended72***** -12.5%*****
BlackRock Eq DividendMDDVXIncome: Equity52***** -13.0%*****
FirstTrust Multi-AssetMDIVIncome: Multi78***** -2.8%*****
BlackRock Nat'l MuniMDNLXIncome: Tax Exempt61***** -15.2%*****
MainStay Marketfield AMFADXHedged: Long/Short100***** 2.9%*****
MFS Global Tot RetMFWIXGlobal Macro55***** -14.6%*****
Aberdeen Long-Short AMLSAXHedged: Long/Short41***** -8.7%*****
IQ Merger ArbitrageMNAHedged: Arbitrage99***** -3.7%*****
MainStay Int'l OppMYITXHedged: 130-3019***** -25.9%*****
Grimaldi SectorNAVFXSector Rotation44***** -16.6%*****
Neuberger Berman Eq IncNBHAXIncome: Global81***** -1.8%*****
Nuveen Preferred INPSRXIncome: Multi63***** -14.7%*****
Putnam Abs Ret 100 YPARYXHedged: Abs Return94***** -6.4%*****
PIMCO All-AssetPAUIXGlobal Macro43***** -18.2%*****
Putnam 700 YPDMYXHedged: Abs Return100***** 4.7%*****
DWA Tech LeadersPDPBlended15***** -23.4%*****
iShr Preferred ETFPFFIncome: Multi45***** -18.8%*****
PIMCO Global MultiPGAIXGlobal Macro *****  *****
PowerSh Preferred ETFPGXIncome: Multi37***** -21.5%*****
PowerShares Intl DivPIDIncome: Equity59***** -8.2%*****
Principal GlobMultiStratPMSAXBlended100***** -1.8%*****
Pimco Income PPONPXIncome: Multi71***** -12.2%*****
Principal PreferredPPSIXIncome: Multi67***** -13.6%*****
T. Rowe Equity IncomePRFDXIncome: Equity75***** -2.8%*****
T. Rowe Summit MuniPRINXIncome: Tax Exempt63***** -15.0%*****
T. Rowe Global BondPRSNXIncome: Multi55***** -18.2%*****
iSh Global EnergyPWCBlended44***** -12.7%*****
Putnam Abs Ret 300 YPYTRXHedged: Abs Return100***** -3.5%*****
IQ Hedge Multi-StratQAIBlended72***** -12.1%*****
IQ Hedge ETFQMNHedged: Mkt Neutral87***** -8.1%*****
MultiAsset ETFRLYHedged: Abs Return92***** 4.8%*****
Hundredfold SelectSFHYXBlended79***** -10.4%*****
Sound Mind InvestingSMIFXMomentum66***** -10.4%*****
Schwab Div EquitySWDSXIncome: Equity73***** -5.0%*****
Schwab BalancedSWOBXRisk-Driven43***** -18.9%*****
Thornburg Inv Income ATIBAXIncome: Global65***** -9.9%*****
Thornburg Inv Income YTIBIXGlobal Macro66***** -9.7%*****
T. Rowe Retire BalancedTRRIXIncome: Multi57***** -15.9%*****
Vanguard LifeStrat GrowthVASGXRisk-Driven40***** -18.9%*****
Vanguard LifeStrategyVASIXIncome: Multi60***** -15.6%*****
Vanguard BalancedVBIAXRisk-Driven49***** -16.2%*****
Vanguard EquityVEIPXIncome: Equity87***** 0.7%*****
VALIC Global StratVGLSXGlobal Macro43***** -19.1%*****
Vanguard STAR InvVGSTXRisk-Driven36***** -21.1%*****
ValueLine AssetAllocVLAAXRisk-Driven46***** -16.9%*****
Vanguard Market NeutralVMNFXHedged: Mkt Neutral100***** 22.3%*****
Vanguard Managed PayoutVPGDXIncome: Multi63***** -11.2%*****
Vanguard Target RetireVTINXIncome: Multi63***** -14.1%*****
Vanguard Wellington InvVWELXRisk-Driven54***** -14.2%*****
Vanguard Wellesley AdmVWIAXIncome: Multi68***** -11.4%*****
Vanguard Wellesley InvVWINXRisk-Driven68***** -11.5%*****
Vanguard LT Tax-Exempt VWLTXIncome: Tax Exempt61***** -15.3%*****
Vanguard Hi Div Yld ETFVYMIncome: Equity88***** 1.2%*****
WF Asset AllocationWFAIXRisk-Driven53***** -15.0%*****