VizMetrics Inc. - Better visibility. Better results.

Tactical: Managed, ranked by VizMetrics Score

for period ending March 31, 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 average57***** 33.1%*****
 
AQR Divers NADANXHedged: Arbitrage64***** 41.2%*****
AlphaClone AlternativeALFAHedged: Long/Short88***** 71.0%*****
S&P AggressiveAOARisk-Driven67***** 43.8%*****
S&P ConservativeAOKRisk-Driven42***** 16.8%*****
S&P ModerateAOMRisk-Driven46***** 21.1%*****
S&P GrowthAORRisk-Driven56***** 32.2%*****
Arbitrage IARBNXHedged: Arbitrage37***** 10.4%*****
Am Century Target DateARTOXIncome: Multi50***** 25.3%*****
Absolute Strategies IASFIXHedged: Abs Return17***** -6.0%*****
Dreyfus Alpha IAVGRXBlended37***** 13.8%*****
BlackRock Strat Inc OppBASIXIncome: Multi40***** 13.8%*****
Ibbotson BalancedBETFXRisk-Driven57***** 33.3%*****
PwrSh Sr Loan PortfolioBKLNIncome: Float Rate37***** 11.5%*****
BlackRock EmMkt ABLSAXHedged: Long/Short88***** 62.4%*****
UBS Dyn Alpha ABNAAXBlended45***** 19.3%*****
UBS Global AllocBPGLXGlobal Macro61***** 36.4%*****
Robeco Long/Short IBPLSXHedged: Long/Short48***** 31.7%*****
Berkshire Hathaway IncBRK.AGlobal Macro59***** 41.8%*****
Calamos Convertible ACCVIXIncome: Multi93***** 71.7%*****
Invesco Convertible YCNSDXIncome: Multi84***** 63.3%*****
Columbia Thermostat ZCOTZXRisk-Driven55***** 30.3%*****
IQ CPI Hedge ETFCPIHedged: Abs Return30***** 4.0%*****
ProShares Lg CapCSMHedged: 130-3075***** 56.1%*****
Calamos Global GrowthCVLOXIncome: Global87***** 64.1%*****
Calamos Market Neu IncCVSIXHedged: Mkt Neutral37***** 10.8%*****
Gugg Multi-AssetCVYIncome: Multi93***** 73.5%*****
Barclays Conv BondCWBIncome: Multi99***** 78.9%*****
WisdmTr EM HiYldDEMIncome: Equity67***** 44.6%*****
WisdmTr EM SmCapDGSIncome: Equity87***** 62.0%*****
Diamond Hill Long-Short IDHLSXHedged: Long/Short64***** 41.6%*****
WisdomTree ex-USDLNIncome: Equity67***** 45.5%*****
WisdmTr Intl SmCapDLSIncome: Equity78***** 54.4%*****
Dodge & Cox BalancedDODBXRisk-Driven74***** 50.0%*****
DFA Select Hedged DSHGXGlobal Macro89***** 64.7%*****
WisdmTr Top 100DTNIncome: Equity74***** 51.1%*****
MFS Target Return ADVRAXHedged: Abs Return36***** 11.4%*****
iShares Select DividendDVYIncome: Equity85***** 61.3%*****
SPDR S&P Int'lDWXIncome: Equity51***** 29.3%*****
EatonVance GlobalMacroEIGMXHedged: Abs Return37***** 10.7%*****
Fidelity BalancedFBALXRisk-Driven72***** 48.4%*****
Fidelity ConvertiblesFCVSXIncome: Multi90***** 68.3%*****
Fidelity EquityFEQTXIncome: Equity75***** 53.0%*****
Fidelity MuniFHIGXIncome: Tax Exempt30***** 6.5%*****
Nuveen Amer MuniFLAAXIncome: Tax Exempt32***** 8.5%*****
FPA CrescentFPACXRisk-Driven78***** 54.8%*****
Fidelity PuritanFPURXRisk-Driven65***** 41.8%*****
Fidelity StrategicFSDIXIncome: Equity64***** 41.4%*****
FundX UpgraderFUNDXMomentum76***** 55.2%*****
First Trust Focus 5FVSector Rotation92***** 73.6%*****
Gabelli ABC AAAGABCXHedged: Mkt Neutral39***** 11.6%*****
Natixis ASG GlobalGAFYXHedged: Abs Return32***** 6.8%*****
Goldman Sachs Instl GARTXHedged: Abs Return42***** 16.7%*****
GMO Benchm-FreeGBMFXGlobal Macro48***** 22.0%*****
Goldman DynamicGDIFXGlobal Macro14***** -8.0%*****
Leuthold GlobalGLBIXGlobal Macro56***** 31.7%*****
GMO Global AllocGMWAXGlobal Macro59***** 33.4%*****
Goldman Sachs Strat IncGSZAXIncome: Multi40***** 15.1%*****
Hedge ReplicationHDGBlended47***** 21.7%*****
iShares Hi Div EquityHDVIncome: Equity58***** 38.2%*****
Hancock Horizon InstHHQTXHedged: Long/Short44***** 20.0%*****
ETF: SPDR Inc AllocINKMIncome: Multi56***** 31.1%*****
Ivy Asset StrategyIVAEXGlobal Macro67***** 45.1%*****
IVA WorldwideIVWIXGlobal Macro54***** 29.9%*****
iSh MultiAsset IncomeIYLDIncome: Multi46***** 22.7%*****
Janus BalancedJANBXRisk-Driven54***** 31.3%*****
Jhancock Global Abs Ret IJHAIXHedged: Abs Return34***** 9.5%*****
JPMorgan Mkt Neutral AJMNAXHedged: Mkt Neutral26***** 3.2%*****
KCM MacroTrendsKCMTXHedged: Long/Short48***** 27.3%*****
Inst: Forward SelectKIFYXIncome: Multi75***** 49.2%*****
Columbia Div IncomeLBSAXIncome: Equity67***** 45.3%*****
Invesco Divers DividendLCEIXIncome: Equity67***** 43.7%*****
Leuthold CoreLCORXGlobal Macro56***** 31.2%*****
Lord Abbett Float RateLFRAXIncome: Float Rate46***** 18.7%*****
Loomis Global Eq ALGMAXIncome: Global60***** 36.6%*****
Loomis Global Eq YLSWWXGlobal Macro60***** 37.0%*****
BlackRock Global IMALOXGlobal Macro65***** 40.6%*****
IQ Hedge Macro ETFMCROBlended44***** 19.1%*****
BlackRock Eq DividendMDDVXIncome: Equity75***** 52.8%*****
FirstTrust Multi-AssetMDIVIncome: Multi66***** 45.7%*****
BlackRock Nat'l MuniMDNLXIncome: Tax Exempt32***** 7.2%*****
MainStay Marketfield AMFADXHedged: Long/Short76***** 51.3%*****
MFS Global Tot RetMFWIXGlobal Macro55***** 30.2%*****
Aberdeen Long-Short AMLSAXHedged: Long/Short78***** 58.1%*****
IQ Merger ArbitrageMNAHedged: Arbitrage37***** 11.8%*****
MainStay Int'l OppMYITXHedged: 130-3062***** 40.7%*****
Grimaldi SectorNAVFXSector Rotation71***** 49.7%*****
Neuberger Berman Eq IncNBHAXIncome: Global65***** 40.3%*****
Nuveen Preferred INPSRXIncome: Multi53***** 26.6%*****
Putnam Abs Ret 100 YPARYXHedged: Abs Return33***** 6.6%*****
PIMCO All-AssetPAUIXGlobal Macro63***** 37.5%*****
Putnam 700 YPDMYXHedged: Abs Return19***** -4.2%*****
DWA Tech LeadersPDPBlended80***** 57.8%*****
iShr Preferred ETFPFFIncome: Multi51***** 26.9%*****
PIMCO Global MultiPGAIXGlobal Macro *****  *****
PowerSh Preferred ETFPGXIncome: Multi43***** 19.4%*****
PowerShares Intl DivPIDIncome: Equity74***** 52.4%*****
Principal GlobMultiStratPMSAXBlended43***** 17.2%*****
Pimco Income PPONPXIncome: Multi41***** 14.3%*****
Principal PreferredPPSIXIncome: Multi47***** 20.2%*****
T. Rowe Equity IncomePRFDXIncome: Equity82***** 60.4%*****
T. Rowe Summit MuniPRINXIncome: Tax Exempt31***** 7.5%*****
T. Rowe Global BondPRSNXIncome: Multi44***** 17.8%*****
iSh Global EnergyPWCBlended79***** 58.8%*****
Putnam Abs Ret 300 YPYTRXHedged: Abs Return37***** 10.8%*****
IQ Hedge Multi-StratQAIBlended40***** 13.9%*****
IQ Hedge ETFQMNHedged: Mkt Neutral37***** 10.6%*****
RAFI Long-ShortRALSHedged: Long/Short27***** 3.7%*****
RiverFront GlobalGroRLTSXGlobal Macro72***** 50.2%*****
MultiAsset ETFRLYHedged: Abs Return64***** 42.4%*****
Hundredfold SelectSFHYXBlended61***** 36.4%*****
Sound Mind InvestingSMIFXMomentum85***** 62.4%*****
Schwab Div EquitySWDSXIncome: Equity72***** 49.6%*****
Schwab Hedged EqSWHEXHedged: Long/Short39***** 18.3%*****
Schwab BalancedSWOBXRisk-Driven56***** 33.0%*****
Thornburg Inv Income ATIBAXIncome: Global70***** 47.5%*****
Thornburg Inv Income YTIBIXGlobal Macro70***** 47.9%*****
T. Rowe Retire BalancedTRRIXIncome: Multi53***** 27.8%*****
Vanguard LifeStrat GrowthVASGXRisk-Driven69***** 45.3%*****
Vanguard LifeStrategyVASIXIncome: Multi36***** 10.8%*****
Vanguard BalancedVBIAXRisk-Driven59***** 34.8%*****
Vanguard EquityVEIPXIncome: Equity70***** 47.4%*****
VALIC Global StratVGLSXGlobal Macro48***** 23.7%*****
Vanguard STAR InvVGSTXRisk-Driven67***** 42.9%*****
ValueLine AssetAllocVLAAXRisk-Driven47***** 24.9%*****
Vanguard Market NeutralVMNFXHedged: Mkt Neutral22***** -0.3%*****
Vanguard Managed PayoutVPGDXIncome: Multi57***** 32.6%*****
Vanguard Target RetireVTINXIncome: Multi43***** 17.0%*****
Vanguard Wellington InvVWELXRisk-Driven57***** 32.8%*****
Vanguard Wellesley AdmVWIAXIncome: Multi43***** 18.4%*****
Vanguard Wellesley InvVWINXRisk-Driven43***** 18.4%*****
Vanguard LT Tax-Exempt VWLTXIncome: Tax Exempt30***** 6.4%*****
Vanguard Hi Div Yld ETFVYMIncome: Equity71***** 47.9%*****
WF Asset AllocationWFAIXRisk-Driven53***** 29.9%*****