VizMetrics Inc. - Better visibility. Better results.

Tactical: Managed, ranked by VizMetrics Score

for period ending June 30, 2021
 
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 average69***** 23.8%*****
 
AQR Divers NADANXHedged: Arbitrage79***** 30.1%*****
AlphaClone AlternativeALFAHedged: Long/Short100***** 49.3%*****
S&P AggressiveAOARisk-Driven81***** 31.0%*****
S&P ConservativeAOKRisk-Driven53***** 11.3%*****
S&P ModerateAOMRisk-Driven58***** 15.2%*****
S&P GrowthAORRisk-Driven70***** 23.0%*****
Arbitrage IARBNXHedged: Arbitrage47***** 7.1%*****
Am Century Target DateARTOXIncome: Multi62***** 17.4%*****
Absolute Strategies IASFIXHedged: Abs Return15***** -8.4%*****
Dreyfus Alpha IAVGRXBlended53***** 13.3%*****
BlackRock Strat Inc OppBASIXIncome: Multi50***** 8.1%*****
Ibbotson BalancedBETFXRisk-Driven71***** 23.6%*****
PwrSh Sr Loan PortfolioBKLNIncome: Float Rate47***** 7.1%*****
BlackRock EmMkt ABLSAXHedged: Long/Short100***** 40.7%*****
UBS Dyn Alpha ABNAAXBlended57***** 14.2%*****
UBS Global AllocBPGLXGlobal Macro75***** 25.9%*****
Robeco Long/Short IBPLSXHedged: Long/Short58***** 25.3%*****
Berkshire Hathaway IncBRK.AGlobal Macro100***** 56.6%*****
Calamos Convertible ACCVIXIncome: Multi85***** 35.2%*****
Invesco Convertible YCNSDXIncome: Multi86***** 36.0%*****
Columbia Thermostat ZCOTZXRisk-Driven65***** 19.4%*****
IQ CPI Hedge ETFCPIHedged: Abs Return38***** 1.9%*****
ProShares Lg CapCSMHedged: 130-3092***** 41.4%*****
Calamos Global GrowthCVLOXIncome: Global92***** 38.0%*****
Calamos Market Neu IncCVSIXHedged: Mkt Neutral47***** 6.8%*****
Gugg Multi-AssetCVYIncome: Multi100***** 53.8%*****
Barclays Conv BondCWBIncome: Multi100***** 46.9%*****
WisdmTr EM HiYldDEMIncome: Equity83***** 33.1%*****
WisdmTr EM SmCapDGSIncome: Equity100***** 45.6%*****
Diamond Hill Long-Short IDHLSXHedged: Long/Short77***** 30.0%*****
WisdomTree ex-USDLNIncome: Equity81***** 32.8%*****
WisdmTr Intl SmCapDLSIncome: Equity93***** 38.3%*****
Dodge & Cox BalancedDODBXRisk-Driven94***** 37.9%*****
DFA Select Hedged DSHGXGlobal Macro100***** 44.9%*****
WisdmTr Top 100DTNIncome: Equity89***** 36.2%*****
MFS Target Return ADVRAXHedged: Abs Return46***** 7.9%*****
iShares Select DividendDVYIncome: Equity100***** 50.0%*****
SPDR S&P Int'lDWXIncome: Equity66***** 23.4%*****
EatonVance GlobalMacroEIGMXHedged: Abs Return45***** 5.7%*****
Fidelity BalancedFBALXRisk-Driven86***** 33.4%*****
Fidelity ConvertiblesFCVSXIncome: Multi100***** 45.2%*****
Fidelity EquityFEQTXIncome: Equity91***** 38.6%*****
Fidelity MuniFHIGXIncome: Tax Exempt45***** 6.7%*****
Nuveen Amer MuniFLAAXIncome: Tax Exempt47***** 8.4%*****
FPA CrescentFPACXRisk-Driven94***** 39.0%*****
Fidelity PuritanFPURXRisk-Driven79***** 29.8%*****
Fidelity StrategicFSDIXIncome: Equity82***** 31.8%*****
FundX UpgraderFUNDXMomentum86***** 35.2%*****
First Trust Focus 5FVSector Rotation100***** 47.3%*****
Gabelli ABC AAAGABCXHedged: Mkt Neutral51***** 8.6%*****
Natixis ASG GlobalGAFYXHedged: Abs Return43***** 6.3%*****
Goldman Sachs Instl GARTXHedged: Abs Return59***** 15.3%*****
GMO Benchm-FreeGBMFXGlobal Macro55***** 13.7%*****
Goldman DynamicGDIFXGlobal Macro26***** -2.6%*****
Leuthold GlobalGLBIXGlobal Macro72***** 24.4%*****
GMO Global AllocGMWAXGlobal Macro71***** 23.4%*****
Goldman Sachs Strat IncGSZAXIncome: Multi44***** 6.6%*****
Hedge ReplicationHDGBlended58***** 14.3%*****
iShares Hi Div EquityHDVIncome: Equity65***** 23.6%*****
Hancock Horizon InstHHQTXHedged: Long/Short57***** 15.6%*****
ETF: SPDR Inc AllocINKMIncome: Multi70***** 22.0%*****
Ivy Asset StrategyIVAEXGlobal Macro79***** 30.8%*****
iSh MultiAsset IncomeIYLDIncome: Multi53***** 13.2%*****
Janus BalancedJANBXRisk-Driven70***** 24.3%*****
Jhancock Global Abs Ret IJHAIXHedged: Abs Return50***** 10.0%*****
JPMorgan Mkt Neutral AJMNAXHedged: Mkt Neutral33***** 1.7%*****
KCM MacroTrendsKCMTXHedged: Long/Short90***** 38.2%*****
Inst: Forward SelectKIFYXIncome: Multi85***** 30.6%*****
Columbia Div IncomeLBSAXIncome: Equity87***** 35.6%*****
Invesco Divers DividendLCEIXIncome: Equity84***** 33.2%*****
Leuthold CoreLCORXGlobal Macro70***** 23.0%*****
Lord Abbett Float RateLFRAXIncome: Float Rate57***** 12.4%*****
Loomis Global Eq ALGMAXIncome: Global73***** 25.6%*****
Loomis Global Eq YLSWWXGlobal Macro73***** 26.0%*****
BlackRock Global IMALOXGlobal Macro79***** 28.5%*****
IQ Hedge Macro ETFMCROBlended52***** 11.2%*****
BlackRock Eq DividendMDDVXIncome: Equity92***** 39.8%*****
FirstTrust Multi-AssetMDIVIncome: Multi78***** 30.7%*****
BlackRock Nat'l MuniMDNLXIncome: Tax Exempt43***** 5.2%*****
MainStay Marketfield AMFADXHedged: Long/Short72***** 26.7%*****
MFS Global Tot RetMFWIXGlobal Macro68***** 21.7%*****
Aberdeen Long-Short AMLSAXHedged: Long/Short94***** 42.1%*****
IQ Merger ArbitrageMNAHedged: Arbitrage48***** 8.8%*****
MainStay Int'l OppMYITXHedged: 130-3078***** 30.5%*****
Grimaldi SectorNAVFXSector Rotation79***** 30.9%*****
Neuberger Berman Eq IncNBHAXIncome: Global85***** 32.3%*****
Nuveen Preferred INPSRXIncome: Multi64***** 17.2%*****
Putnam Abs Ret 100 YPARYXHedged: Abs Return41***** 2.7%*****
PIMCO All-AssetPAUIXGlobal Macro82***** 29.5%*****
Putnam 700 YPDMYXHedged: Abs Return30***** -0.5%*****
DWA Tech LeadersPDPBlended83***** 33.1%*****
iShr Preferred ETFPFFIncome: Multi64***** 19.1%*****
PIMCO Global MultiPGAIXGlobal Macro *****  *****
PowerSh Preferred ETFPGXIncome: Multi55***** 14.0%*****
PowerShares Intl DivPIDIncome: Equity100***** 49.7%*****
Principal GlobMultiStratPMSAXBlended55***** 12.4%*****
Pimco Income PPONPXIncome: Multi52***** 9.5%*****
Principal PreferredPPSIXIncome: Multi56***** 12.1%*****
T. Rowe Equity IncomePRFDXIncome: Equity100***** 47.8%*****
T. Rowe Summit MuniPRINXIncome: Tax Exempt46***** 7.1%*****
T. Rowe Global BondPRSNXIncome: Multi49***** 8.3%*****
iSh Global EnergyPWCBlended91***** 39.2%*****
Putnam Abs Ret 300 YPYTRXHedged: Abs Return42***** 4.3%*****
IQ Hedge Multi-StratQAIBlended49***** 8.5%*****
IQ Hedge ETFQMNHedged: Mkt Neutral46***** 6.2%*****
RAFI Long-ShortRALSHedged: Long/Short35***** 4.0%*****
RiverFront GlobalGroRLTSXGlobal Macro87***** 35.1%*****
MultiAsset ETFRLYHedged: Abs Return89***** 37.2%*****
Hundredfold SelectSFHYXBlended87***** 33.4%*****
Sound Mind InvestingSMIFXMomentum100***** 45.9%*****
Schwab Div EquitySWDSXIncome: Equity91***** 38.4%*****
Schwab Hedged EqSWHEXHedged: Long/Short59***** 19.8%*****
Schwab BalancedSWOBXRisk-Driven68***** 23.1%*****
Thornburg Inv Income ATIBAXIncome: Global82***** 32.4%*****
Thornburg Inv Income YTIBIXGlobal Macro82***** 32.8%*****
T. Rowe Retire BalancedTRRIXIncome: Multi65***** 18.9%*****
Vanguard LifeStrat GrowthVASGXRisk-Driven83***** 31.9%*****
Vanguard LifeStrategyVASIXIncome: Multi46***** 7.0%*****
Vanguard BalancedVBIAXRisk-Driven72***** 24.8%*****
Vanguard EquityVEIPXIncome: Equity92***** 37.7%*****
VALIC Global StratVGLSXGlobal Macro63***** 18.9%*****
Vanguard STAR InvVGSTXRisk-Driven81***** 29.4%*****
ValueLine AssetAllocVLAAXRisk-Driven56***** 16.1%*****
Vanguard Market NeutralVMNFXHedged: Mkt Neutral33***** 1.8%*****
Vanguard Managed PayoutVPGDXIncome: Multi76***** 26.5%*****
Vanguard Target RetireVTINXIncome: Multi54***** 12.0%*****
Vanguard Wellington InvVWELXRisk-Driven74***** 26.0%*****
Vanguard Wellesley AdmVWIAXIncome: Multi56***** 13.6%*****
Vanguard Wellesley InvVWINXRisk-Driven55***** 13.5%*****
Vanguard LT Tax-Exempt VWLTXIncome: Tax Exempt43***** 5.6%*****
Vanguard Hi Div Yld ETFVYMIncome: Equity91***** 37.2%*****
WF Asset AllocationWFAIXRisk-Driven67***** 22.3%*****