VizMetrics Inc. - Better visibility. Better results.

Tactical: Managed, ranked by VizMetrics Score

for period ending December 31, 2020
 
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 average75***** 8.2%*****
 
AQR Divers NADANXHedged: Arbitrage100***** 24.8%*****
AlphaClone AlternativeALFAHedged: Long/Short99***** 31.3%*****
S&P AggressiveAOARisk-Driven84***** 12.8%*****
S&P ConservativeAOKRisk-Driven97***** 9.3%*****
S&P ModerateAOMRisk-Driven96***** 10.0%*****
S&P GrowthAORRisk-Driven90***** 11.4%*****
Arbitrage IARBNXHedged: Arbitrage97***** 5.7%*****
Am Century Target DateARTOXIncome: Multi94***** 10.7%*****
Absolute Strategies IASFIXHedged: Abs Return85***** 0.7%*****
Dreyfus Alpha IAVGRXBlended78***** 2.7%*****
BlackRock Strat Inc OppBASIXIncome: Multi90***** 6.9%*****
Ibbotson BalancedBETFXRisk-Driven83***** 9.1%*****
PwrSh Sr Loan PortfolioBKLNIncome: Float Rate77***** 1.0%*****
BlackRock EmMkt ABLSAXHedged: Long/Short77***** 16.2%*****
UBS Dyn Alpha ABNAAXBlended82***** 5.0%*****
UBS Global AllocBPGLXGlobal Macro92***** 13.8%*****
Robeco Long/Short IBPLSXHedged: Long/Short48***** -6.4%*****
Berkshire Hathaway IncBRK.AGlobal Macro58***** 2.4%*****
Calamos Convertible ACCVIXIncome: Multi100***** 48.4%*****
Invesco Convertible YCNSDXIncome: Multi100***** 44.7%*****
Columbia Thermostat ZCOTZXRisk-Driven100***** 29.6%*****
IQ CPI Hedge ETFCPIHedged: Abs Return79***** -1.2%*****
ProShares Lg CapCSMHedged: 130-3069***** 10.9%*****
Calamos Global GrowthCVLOXIncome: Global100***** 31.8%*****
Calamos Market Neu IncCVSIXHedged: Mkt Neutral95***** 5.2%*****
Gugg Multi-AssetCVYIncome: Multi0***** -10.5%*****
Barclays Conv BondCWBIncome: Multi100***** 53.4%*****
WisdmTr EM HiYldDEMIncome: Equity30***** -5.8%*****
WisdmTr EM SmCapDGSIncome: Equity44***** 4.1%*****
Diamond Hill Long-Short IDHLSXHedged: Long/Short51***** -0.3%*****
WisdomTree ex-USDLNIncome: Equity60***** 4.5%*****
WisdmTr Intl SmCapDLSIncome: Equity33***** -1.3%*****
Dodge & Cox BalancedDODBXRisk-Driven68***** 7.9%*****
DFA Select Hedged DSHGXGlobal Macro68***** 12.0%*****
WisdmTr Top 100DTNIncome: Equity29***** -5.8%*****
MFS Target Return ADVRAXHedged: Abs Return87***** 4.4%*****
iShares Select DividendDVYIncome: Equity30***** -4.9%*****
SPDR S&P Int'lDWXIncome: Equity38***** -5.2%*****
EatonVance GlobalMacroEIGMXHedged: Abs Return83***** 3.6%*****
Fidelity BalancedFBALXRisk-Driven100***** 22.4%*****
Fidelity ConvertiblesFCVSXIncome: Multi100***** 42.6%*****
Fidelity EquityFEQTXIncome: Equity49***** 1.8%*****
Fidelity MuniFHIGXIncome: Tax Exempt87***** 4.6%*****
Nuveen Amer MuniFLAAXIncome: Tax Exempt87***** 5.6%*****
FPA CrescentFPACXRisk-Driven74***** 12.1%*****
Fidelity PuritanFPURXRisk-Driven100***** 20.5%*****
Fidelity StrategicFSDIXIncome: Equity83***** 11.3%*****
FundX UpgraderFUNDXMomentum100***** 25.4%*****
First Trust Focus 5FVSector Rotation100***** 28.4%*****
Gabelli ABC AAAGABCXHedged: Mkt Neutral87***** 2.9%*****
Natixis ASG GlobalGAFYXHedged: Abs Return72***** -2.1%*****
Goldman Sachs Instl GARTXHedged: Abs Return81***** 3.3%*****
GMO Benchm-FreeGBMFXGlobal Macro59***** -2.5%*****
Goldman DynamicGDIFXGlobal Macro59***** -8.9%*****
Leuthold GlobalGLBIXGlobal Macro84***** 7.5%*****
GMO Global AllocGMWAXGlobal Macro75***** 6.1%*****
Goldman Sachs Strat IncGSZAXIncome: Multi92***** 9.2%*****
Hedge ReplicationHDGBlended91***** 7.4%*****
iShares Hi Div EquityHDVIncome: Equity35***** -6.5%*****
Hancock Horizon InstHHQTXHedged: Long/Short54***** -3.7%*****
ETF: SPDR Inc AllocINKMIncome: Multi59***** 3.0%*****
Ivy Asset StrategyIVAEXGlobal Macro79***** 13.7%*****
IVA WorldwideIVWIXGlobal Macro58***** -0.4%*****
iSh MultiAsset IncomeIYLDIncome: Multi44***** -1.2%*****
Janus BalancedJANBXRisk-Driven98***** 14.3%*****
Jhancock Global Abs Ret IJHAIXHedged: Abs Return87***** 2.1%*****
JPMorgan Mkt Neutral AJMNAXHedged: Mkt Neutral100***** 11.9%*****
KCM MacroTrendsKCMTXHedged: Long/Short81***** 5.5%*****
Inst: Forward SelectKIFYXIncome: Multi16***** -2.8%*****
Columbia Div IncomeLBSAXIncome: Equity72***** 7.5%*****
Invesco Divers DividendLCEIXIncome: Equity50***** 0.2%*****
Leuthold CoreLCORXGlobal Macro92***** 10.1%*****
Lord Abbett Float RateLFRAXIncome: Float Rate55***** -1.8%*****
Loomis Global Eq ALGMAXIncome: Global95***** 15.1%*****
Loomis Global Eq YLSWWXGlobal Macro96***** 15.4%*****
BlackRock Global IMALOXGlobal Macro100***** 21.1%*****
IQ Hedge Macro ETFMCROBlended95***** 8.8%*****
BlackRock Eq DividendMDDVXIncome: Equity56***** 3.6%*****
FirstTrust Multi-AssetMDIVIncome: Multi0***** -14.9%*****
BlackRock Nat'l MuniMDNLXIncome: Tax Exempt87***** 4.0%*****
MainStay Marketfield AMFADXHedged: Long/Short100***** 19.9%*****
MFS Global Tot RetMFWIXGlobal Macro86***** 9.6%*****
Aberdeen Long-Short AMLSAXHedged: Long/Short100***** 26.6%*****
IQ Merger ArbitrageMNAHedged: Arbitrage77***** 2.7%*****
MainStay Int'l OppMYITXHedged: 130-3049***** 1.5%*****
Grimaldi SectorNAVFXSector Rotation73***** 11.5%*****
Neuberger Berman Eq IncNBHAXIncome: Global55***** 2.6%*****
Nuveen Preferred INPSRXIncome: Multi68***** 5.4%*****
Putnam Abs Ret 100 YPARYXHedged: Abs Return89***** 3.3%*****
PIMCO All-AssetPAUIXGlobal Macro64***** 4.6%*****
Putnam 700 YPDMYXHedged: Abs Return62***** -7.8%*****
DWA Tech LeadersPDPBlended100***** 36.6%*****
iShr Preferred ETFPFFIncome: Multi77***** 7.9%*****
PIMCO Global MultiPGAIXGlobal Macro *****  *****
PowerSh Preferred ETFPGXIncome: Multi83***** 6.6%*****
PowerShares Intl DivPIDIncome: Equity16***** -6.5%*****
Principal GlobMultiStratPMSAXBlended83***** 4.7%*****
Pimco Income PPONPXIncome: Multi85***** 5.7%*****
Principal PreferredPPSIXIncome: Multi74***** 5.4%*****
T. Rowe Equity IncomePRFDXIncome: Equity44***** 1.3%*****
T. Rowe Summit MuniPRINXIncome: Tax Exempt86***** 4.5%*****
T. Rowe Global BondPRSNXIncome: Multi87***** 8.1%*****
iSh Global EnergyPWCBlended60***** 8.5%*****
Putnam Abs Ret 300 YPYTRXHedged: Abs Return76***** 0.8%*****
IQ Hedge Multi-StratQAIBlended90***** 5.7%*****
IQ Hedge ETFQMNHedged: Mkt Neutral89***** 4.1%*****
RAFI Long-ShortRALSHedged: Long/Short57***** -10.3%*****
RiverFront GlobalGroRLTSXGlobal Macro64***** 8.4%*****
MultiAsset ETFRLYHedged: Abs Return48***** -0.6%*****
Hundredfold SelectSFHYXBlended100***** 37.4%*****
Sound Mind InvestingSMIFXMomentum88***** 20.8%*****
Schwab Div EquitySWDSXIncome: Equity34***** -3.8%*****
Schwab Hedged EqSWHEXHedged: Long/Short47***** -7.4%*****
Schwab BalancedSWOBXRisk-Driven99***** 14.7%*****
Thornburg Inv Income ATIBAXIncome: Global43***** 0.6%*****
Thornburg Inv Income YTIBIXGlobal Macro44***** 0.9%*****
T. Rowe Retire BalancedTRRIXIncome: Multi94***** 11.4%*****
Vanguard LifeStrat GrowthVASGXRisk-Driven90***** 15.5%*****
Vanguard LifeStrategyVASIXIncome: Multi100***** 9.1%*****
Vanguard BalancedVBIAXRisk-Driven100***** 16.4%*****
Vanguard EquityVEIPXIncome: Equity58***** 3.0%*****
VALIC Global StratVGLSXGlobal Macro75***** 3.6%*****
Vanguard STAR InvVGSTXRisk-Driven100***** 21.4%*****
ValueLine AssetAllocVLAAXRisk-Driven100***** 15.2%*****
Vanguard Market NeutralVMNFXHedged: Mkt Neutral53***** -11.6%*****
Vanguard Managed PayoutVPGDXIncome: Multi76***** 6.9%*****
Vanguard Target RetireVTINXIncome: Multi100***** 10.0%*****
Vanguard Wellington InvVWELXRisk-Driven87***** 10.6%*****
Vanguard Wellesley AdmVWIAXIncome: Multi93***** 8.5%*****
Vanguard Wellesley InvVWINXRisk-Driven93***** 8.5%*****
Vanguard LT Tax-Exempt VWLTXIncome: Tax Exempt94***** 6.2%*****
Vanguard Hi Div Yld ETFVYMIncome: Equity53***** 1.1%*****
WF Asset AllocationWFAIXRisk-Driven100***** 16.4%*****