VizMetrics Inc. - Better visibility. Better results.

Tactical: Managed, ranked by VizMetrics Score

for period ending September 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 average67***** 17.6%*****
 
AQR Divers NADANXHedged: Arbitrage72***** 20.6%*****
AlphaClone AlternativeALFAHedged: Long/Short76***** 29.0%*****
S&P AggressiveAOARisk-Driven74***** 22.4%*****
S&P ConservativeAOKRisk-Driven53***** 8.0%*****
S&P ModerateAOMRisk-Driven57***** 10.8%*****
S&P GrowthAORRisk-Driven65***** 16.5%*****
Arbitrage IARBNXHedged: Arbitrage46***** 4.4%*****
Am Century Target DateARTOXIncome: Multi61***** 13.0%*****
Absolute Strategies IASFIXHedged: Abs Return18***** -8.5%*****
Dreyfus Alpha IAVGRXBlended55***** 10.8%*****
BlackRock Strat Inc OppBASIXIncome: Multi51***** 5.1%*****
Ibbotson BalancedBETFXRisk-Driven70***** 18.8%*****
PwrSh Sr Loan PortfolioBKLNIncome: Float Rate50***** 5.0%*****
BlackRock EmMkt ABLSAXHedged: Long/Short52***** 14.5%*****
UBS Dyn Alpha ABNAAXBlended61***** 11.6%*****
UBS Global AllocBPGLXGlobal Macro71***** 18.7%*****
Robeco Long/Short IBPLSXHedged: Long/Short81***** 33.7%*****
Berkshire Hathaway IncBRK.AGlobal Macro75***** 28.6%*****
Calamos Convertible ACCVIXIncome: Multi74***** 22.5%*****
Invesco Convertible YCNSDXIncome: Multi73***** 22.7%*****
Columbia Thermostat ZCOTZXRisk-Driven63***** 13.5%*****
IQ CPI Hedge ETFCPIHedged: Abs Return44***** 1.8%*****
ProShares Lg CapCSMHedged: 130-3088***** 32.6%*****
Calamos Global GrowthCVLOXIncome: Global76***** 23.8%*****
Calamos Market Neu IncCVSIXHedged: Mkt Neutral51***** 5.1%*****
Gugg Multi-AssetCVYIncome: Multi100***** 50.4%*****
Barclays Conv BondCWBIncome: Multi80***** 26.8%*****
WisdmTr EM HiYldDEMIncome: Equity88***** 29.8%*****
WisdmTr EM SmCapDGSIncome: Equity98***** 34.4%*****
Diamond Hill Long-Short IDHLSXHedged: Long/Short89***** 30.5%*****
WisdomTree ex-USDLNIncome: Equity76***** 25.9%*****
WisdmTr Intl SmCapDLSIncome: Equity82***** 27.8%*****
Dodge & Cox BalancedDODBXRisk-Driven94***** 32.0%*****
DFA Select Hedged DSHGXGlobal Macro95***** 33.8%*****
WisdmTr Top 100DTNIncome: Equity83***** 28.5%*****
MFS Target Return ADVRAXHedged: Abs Return46***** 4.7%*****
iShares Select DividendDVYIncome: Equity100***** 45.6%*****
SPDR S&P Int'lDWXIncome: Equity60***** 16.7%*****
EatonVance GlobalMacroEIGMXHedged: Abs Return50***** 4.8%*****
Fidelity BalancedFBALXRisk-Driven77***** 23.5%*****
Fidelity ConvertiblesFCVSXIncome: Multi86***** 28.5%*****
Fidelity EquityFEQTXIncome: Equity93***** 33.7%*****
Fidelity MuniFHIGXIncome: Tax Exempt47***** 4.5%*****
Nuveen Amer MuniFLAAXIncome: Tax Exempt49***** 6.2%*****
FPA CrescentFPACXRisk-Driven96***** 33.6%*****
Fidelity PuritanFPURXRisk-Driven71***** 19.8%*****
Fidelity StrategicFSDIXIncome: Equity79***** 24.7%*****
FundX UpgraderFUNDXMomentum68***** 19.6%*****
First Trust Focus 5FVSector Rotation92***** 34.2%*****
Gabelli ABC AAAGABCXHedged: Mkt Neutral52***** 5.7%*****
Natixis ASG GlobalGAFYXHedged: Abs Return44***** 4.0%*****
Goldman Sachs Instl GARTXHedged: Abs Return57***** 10.6%*****
GMO Benchm-FreeGBMFXGlobal Macro53***** 9.0%*****
Goldman DynamicGDIFXGlobal Macro24***** -5.0%*****
Leuthold GlobalGLBIXGlobal Macro67***** 18.0%*****
GMO Global AllocGMWAXGlobal Macro65***** 16.0%*****
Goldman Sachs Strat IncGSZAXIncome: Multi45***** 3.5%*****
Hedge ReplicationHDGBlended61***** 12.1%*****
iShares Hi Div EquityHDVIncome: Equity72***** 21.4%*****
Hancock Horizon InstHHQTXHedged: Long/Short53***** 11.4%*****
ETF: SPDR Inc AllocINKMIncome: Multi70***** 17.5%*****
Ivy Asset StrategyIVAEXGlobal Macro70***** 21.2%*****
iSh MultiAsset IncomeIYLDIncome: Multi55***** 10.1%*****
Janus BalancedJANBXRisk-Driven63***** 16.7%*****
Jhancock Global Abs Ret IJHAIXHedged: Abs Return54***** 9.9%*****
JPMorgan Mkt Neutral AJMNAXHedged: Mkt Neutral36***** 0.3%*****
KCM MacroTrendsKCMTXHedged: Long/Short85***** 29.2%*****
Inst: Forward SelectKIFYXIncome: Multi80***** 22.6%*****
Columbia Div IncomeLBSAXIncome: Equity78***** 26.3%*****
Invesco Divers DividendLCEIXIncome: Equity83***** 27.1%*****
Leuthold CoreLCORXGlobal Macro64***** 16.4%*****
Lord Abbett Float RateLFRAXIncome: Float Rate59***** 9.4%*****
Loomis Global Eq ALGMAXIncome: Global63***** 16.7%*****
Loomis Global Eq YLSWWXGlobal Macro64***** 17.0%*****
BlackRock Global IMALOXGlobal Macro65***** 16.6%*****
IQ Hedge Macro ETFMCROBlended46***** 4.7%*****
BlackRock Eq DividendMDDVXIncome: Equity96***** 34.7%*****
FirstTrust Multi-AssetMDIVIncome: Multi91***** 28.6%*****
BlackRock Nat'l MuniMDNLXIncome: Tax Exempt46***** 3.7%*****
MainStay Marketfield AMFADXHedged: Long/Short52***** 11.0%*****
MFS Global Tot RetMFWIXGlobal Macro64***** 15.8%*****
Aberdeen Long-Short AMLSAXHedged: Long/Short96***** 36.5%*****
IQ Merger ArbitrageMNAHedged: Arbitrage38***** -0.0%*****
MainStay Int'l OppMYITXHedged: 130-3072***** 21.6%*****
Grimaldi SectorNAVFXSector Rotation69***** 20.0%*****
Neuberger Berman Eq IncNBHAXIncome: Global71***** 20.9%*****
Nuveen Preferred INPSRXIncome: Multi64***** 12.1%*****
Putnam Abs Ret 100 YPARYXHedged: Abs Return46***** 2.1%*****
PIMCO All-AssetPAUIXGlobal Macro87***** 26.6%*****
Putnam 700 YPDMYXHedged: Abs Return31***** -2.4%*****
DWA Tech LeadersPDPBlended60***** 17.0%*****
iShr Preferred ETFPFFIncome: Multi59***** 11.4%*****
PIMCO Global MultiPGAIXGlobal Macro *****  *****
PowerSh Preferred ETFPGXIncome: Multi50***** 7.2%*****
PowerShares Intl DivPIDIncome: Equity100***** 42.7%*****
Principal GlobMultiStratPMSAXBlended54***** 8.0%*****
Pimco Income PPONPXIncome: Multi54***** 6.9%*****
Principal PreferredPPSIXIncome: Multi57***** 8.2%*****
T. Rowe Equity IncomePRFDXIncome: Equity100***** 41.8%*****
T. Rowe Summit MuniPRINXIncome: Tax Exempt48***** 4.9%*****
T. Rowe Global BondPRSNXIncome: Multi49***** 4.9%*****
iSh Global EnergyPWCBlended79***** 27.4%*****
Putnam Abs Ret 300 YPYTRXHedged: Abs Return42***** 1.7%*****
IQ Hedge Multi-StratQAIBlended48***** 4.5%*****
IQ Hedge ETFQMNHedged: Mkt Neutral47***** 3.7%*****
RAFI Long-ShortRALSHedged: Long/Short47***** 7.0%*****
RiverFront GlobalGroRLTSXGlobal Macro69***** 22.5%*****
MultiAsset ETFRLYHedged: Abs Return99***** 33.9%*****
Hundredfold SelectSFHYXBlended74***** 20.6%*****
Sound Mind InvestingSMIFXMomentum83***** 27.6%*****
Schwab Div EquitySWDSXIncome: Equity94***** 34.3%*****
Schwab Hedged EqSWHEXHedged: Long/Short69***** 19.9%*****
Schwab BalancedSWOBXRisk-Driven65***** 17.0%*****
Thornburg Inv Income ATIBAXIncome: Global91***** 30.6%*****
Thornburg Inv Income YTIBIXGlobal Macro91***** 30.9%*****
T. Rowe Retire BalancedTRRIXIncome: Multi64***** 14.2%*****
Vanguard LifeStrat GrowthVASGXRisk-Driven75***** 22.5%*****
Vanguard LifeStrategyVASIXIncome: Multi47***** 4.5%*****
Vanguard BalancedVBIAXRisk-Driven68***** 18.0%*****
Vanguard EquityVEIPXIncome: Equity88***** 30.7%*****
VALIC Global StratVGLSXGlobal Macro55***** 12.1%*****
Vanguard STAR InvVGSTXRisk-Driven72***** 20.3%*****
ValueLine AssetAllocVLAAXRisk-Driven53***** 11.8%*****
Vanguard Market NeutralVMNFXHedged: Mkt Neutral49***** 7.6%*****
Vanguard Managed PayoutVPGDXIncome: Multi74***** 20.2%*****
Vanguard Target RetireVTINXIncome: Multi54***** 8.5%*****
Vanguard Wellington InvVWELXRisk-Driven71***** 20.2%*****
Vanguard Wellesley AdmVWIAXIncome: Multi58***** 11.3%*****
Vanguard Wellesley InvVWINXRisk-Driven57***** 11.2%*****
Vanguard LT Tax-Exempt VWLTXIncome: Tax Exempt45***** 3.6%*****
Vanguard Hi Div Yld ETFVYMIncome: Equity90***** 31.6%*****
WF Asset AllocationWFAIXRisk-Driven63***** 16.4%*****