Tactical: Managed, ranked by VizMetrics Score

for period ending February 28, 2023

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.

Recipe Name	ID	Category	1 year	3 year	5 year	7 year	10 year	15 year	1 year	3 year	5 year	7 year	10 year	15 year
			VizMetrics Score						Total Return, annualized
		Group average	69	*	*	*	*	*	-5.9%	*	*	*	*	*

AQR Divers N	ADANX	Hedged: Arbitrage	100	*	*	*	*	*	-1.2%	*	*	*	*	*
S&P Aggressive	AOA	Risk-Driven	55	*	*	*	*	*	-7.5%	*	*	*	*	*
S&P Conservative	AOK	Risk-Driven	65	*	*	*	*	*	-8.7%	*	*	*	*	*
S&P Moderate	AOM	Risk-Driven	64	*	*	*	*	*	-8.3%	*	*	*	*	*
S&P Growth	AOR	Risk-Driven	59	*	*	*	*	*	-8.1%	*	*	*	*	*
Arbitrage I	ARBNX	Hedged: Arbitrage	100	*	*	*	*	*	0.5%	*	*	*	*	*
Am Century Target Date	ARTOX	Income: Multi	69	*	*	*	*	*	-6.8%	*	*	*	*	*
Absolute Strategies I	ASFIX	Hedged: Abs Return	97	*	*	*	*	*	-0.1%	*	*	*	*	*
Dreyfus Alpha I	AVGRX	Blended	74	*	*	*	*	*	-3.8%	*	*	*	*	*
BlackRock Strat Inc Opp	BASIX	Income: Multi	89	*	*	*	*	*	-5.3%	*	*	*	*	*
Ibbotson Balanced	BETFX	Risk-Driven	63	*	*	*	*	*	-6.8%	*	*	*	*	*
PwrSh Sr Loan Portfolio	BKLN	Income: Float Rate	100	*	*	*	*	*	1.7%	*	*	*	*	*
BlackRock EmMkt A	BLSAX	Hedged: Long/Short	29	*	*	*	*	*	-15.4%	*	*	*	*	*
UBS Dyn Alpha A	BNAAX	Blended	87	*	*	*	*	*	-4.1%	*	*	*	*	*
UBS Global Alloc	BPGLX	Global Macro	56	*	*	*	*	*	-10.3%	*	*	*	*	*
Robeco Long/Short I	BPLSX	Hedged: Long/Short	100	*	*	*	*	*	7.1%	*	*	*	*	*
Berkshire Hathaway Inc	BRK.A	Global Macro	55	*	*	*	*	*	-2.7%	*	*	*	*	*
Calamos Convertible A	CCVIX	Income: Multi	48	*	*	*	*	*	-12.1%	*	*	*	*	*
Invesco Convertible Y	CNSDX	Income: Multi	60	*	*	*	*	*	-8.5%	*	*	*	*	*
Columbia Thermostat Z	COTZX	Risk-Driven	68	*	*	*	*	*	-8.1%	*	*	*	*	*
IQ CPI Hedge ETF	CPI	Hedged: Abs Return	73	*	*	*	*	*	-6.2%	*	*	*	*	*
ProShares Lg Cap	CSM	Hedged: 130-30	43	*	*	*	*	*	-7.9%	*	*	*	*	*
Calamos Global Growth	CVLOX	Income: Global	39	*	*	*	*	*	-12.7%	*	*	*	*	*
Calamos Market Neu Inc	CVSIX	Hedged: Mkt Neutral	100	*	*	*	*	*	-1.0%	*	*	*	*	*
Gugg Multi-Asset	CVY	Income: Multi	58	*	*	*	*	*	-2.0%	*	*	*	*	*
Barclays Conv Bond	CWB	Income: Multi	54	*	*	*	*	*	-10.0%	*	*	*	*	*
WisdmTr EM HiYld	DEM	Income: Equity	50	*	*	*	*	*	-9.1%	*	*	*	*	*
WisdmTr EM SmCap	DGS	Income: Equity	50	*	*	*	*	*	-9.2%	*	*	*	*	*
Diamond Hill Long-Short I	DHLSX	Hedged: Long/Short	70	*	*	*	*	*	-4.4%	*	*	*	*	*
WisdomTree ex-US	DLN	Income: Equity	74	*	*	*	*	*	-1.0%	*	*	*	*	*
WisdmTr Intl SmCap	DLS	Income: Equity	53	*	*	*	*	*	-6.9%	*	*	*	*	*
Dodge & Cox Balanced	DODBX	Risk-Driven	71	*	*	*	*	*	-3.8%	*	*	*	*	*
DFA Select Hedged	DSHGX	Global Macro	64	*	*	*	*	*	-3.5%	*	*	*	*	*
MFS Target Return A	DVRAX	Hedged: Abs Return	100	*	*	*	*	*	-0.3%	*	*	*	*	*
iShares Select Dividend	DVY	Income: Equity	76	*	*	*	*	*	1.2%	*	*	*	*	*
SPDR S&P Int'l	DWX	Income: Equity	51	*	*	*	*	*	-8.8%	*	*	*	*	*
EatonVance GlobalMacro	EIGMX	Hedged: Abs Return	100	*	*	*	*	*	1.9%	*	*	*	*	*
Fidelity Balanced	FBALX	Risk-Driven	52	*	*	*	*	*	-9.2%	*	*	*	*	*
Fidelity Convertibles	FCVSX	Income: Multi	62	*	*	*	*	*	-6.6%	*	*	*	*	*
Fidelity Equity	FEQTX	Income: Equity	80	*	*	*	*	*	0.8%	*	*	*	*	*
Fidelity Muni	FHIGX	Income: Tax Exempt	72	*	*	*	*	*	-8.0%	*	*	*	*	*
Nuveen Amer Muni	FLAAX	Income: Tax Exempt	51	*	*	*	*	*	-13.3%	*	*	*	*	*
FPA Crescent	FPACX	Risk-Driven	75	*	*	*	*	*	-2.4%	*	*	*	*	*
Fidelity Puritan	FPURX	Risk-Driven	55	*	*	*	*	*	-9.0%	*	*	*	*	*
Fidelity Strategic	FSDIX	Income: Equity	73	*	*	*	*	*	-3.8%	*	*	*	*	*
First Trust Focus 5	FV	Sector Rotation	62	*	*	*	*	*	1.5%	*	*	*	*	*
Gabelli ABC AAA	GABCX	Hedged: Mkt Neutral	100	*	*	*	*	*	1.0%	*	*	*	*	*
Natixis ASG Global	GAFYX	Hedged: Abs Return	100	*	*	*	*	*	4.8%	*	*	*	*	*
Goldman Sachs Instl	GARTX	Hedged: Abs Return	95	*	*	*	*	*	-1.2%	*	*	*	*	*
GMO Benchm-Free	GBMFX	Global Macro	96	*	*	*	*	*	0.5%	*	*	*	*	*
Leuthold Global	GLBIX	Global Macro	76	*	*	*	*	*	-3.7%	*	*	*	*	*
GMO Global Alloc	GMWAX	Global Macro	68	*	*	*	*	*	-5.9%	*	*	*	*	*
Goldman Sachs Strat Inc	GSZAX	Income: Multi	100	*	*	*	*	*	-0.5%	*	*	*	*	*
Hedge Replication	HDG	Blended	90	*	*	*	*	*	-2.2%	*	*	*	*	*
iShares Hi Div Equity	HDV	Income: Equity	80	*	*	*	*	*	1.1%	*	*	*	*	*
ETF: SPDR Inc Alloc	INKM	Income: Multi	64	*	*	*	*	*	-7.2%	*	*	*	*	*
Ivy Asset Strategy	IVAEX	Global Macro	67	*	*	*	*	*	-5.1%	*	*	*	*	*
iSh MultiAsset Income	IYLD	Income: Multi	54	*	*	*	*	*	-10.3%	*	*	*	*	*
Janus Balanced	JANBX	Risk-Driven	55	*	*	*	*	*	-9.5%	*	*	*	*	*
Jhancock Global Abs Ret I	JHAIX	Hedged: Abs Return	89	*	*	*	*	*	-3.6%	*	*	*	*	*
JPMorgan Mkt Neutral A	JMNAX	Hedged: Mkt Neutral	100	*	*	*	*	*	0.3%	*	*	*	*	*
KCM MacroTrends	KCMTX	Hedged: Long/Short	38	*	*	*	*	*	-12.0%	*	*	*	*	*
Inst: Forward Select	KIFYX	Income: Multi	62	*	*	*	*	*	-8.0%	*	*	*	*	*
Columbia Div Income	LBSAX	Income: Equity	77	*	*	*	*	*	-0.8%	*	*	*	*	*
Invesco Divers Dividend	LCEIX	Income: Equity	75	*	*	*	*	*	-1.5%	*	*	*	*	*
Leuthold Core	LCORX	Global Macro	85	*	*	*	*	*	-2.6%	*	*	*	*	*
Lord Abbett Float Rate	LFRAX	Income: Float Rate	93	*	*	*	*	*	-3.3%	*	*	*	*	*
Loomis Global Eq A	LGMAX	Income: Global	42	*	*	*	*	*	-10.3%	*	*	*	*	*
Loomis Global Eq Y	LSWWX	Global Macro	43	*	*	*	*	*	-10.1%	*	*	*	*	*
BlackRock Global I	MALOX	Global Macro	51	*	*	*	*	*	-12.1%	*	*	*	*	*
IQ Hedge Macro ETF	MCRO	Blended	88	*	*	*	*	*	-3.8%	*	*	*	*	*
BlackRock Eq Dividend	MDDVX	Income: Equity	40	*	*	*	*	*	-13.2%	*	*	*	*	*
FirstTrust Multi-Asset	MDIV	Income: Multi	75	*	*	*	*	*	-0.5%	*	*	*	*	*
BlackRock Nat'l Muni	MDNLX	Income: Tax Exempt	67	*	*	*	*	*	-9.0%	*	*	*	*	*
MainStay Marketfield A	MFADX	Hedged: Long/Short	89	*	*	*	*	*	-0.0%	*	*	*	*	*
MFS Global Tot Ret	MFWIX	Global Macro	67	*	*	*	*	*	-5.5%	*	*	*	*	*
Aberdeen Long-Short A	MLSAX	Hedged: Long/Short	34	*	*	*	*	*	-10.6%	*	*	*	*	*
IQ Merger Arbitrage	MNA	Hedged: Arbitrage	100	*	*	*	*	*	-1.9%	*	*	*	*	*
MainStay Int'l Opp	MYITX	Hedged: 130-30	52	*	*	*	*	*	-5.9%	*	*	*	*	*
Grimaldi Sector	NAVFX	Sector Rotation	53	*	*	*	*	*	-7.5%	*	*	*	*	*
Neuberger Berman Eq Inc	NBHAX	Income: Global	63	*	*	*	*	*	-5.2%	*	*	*	*	*
Nuveen Preferred I	NPSRX	Income: Multi	79	*	*	*	*	*	-5.9%	*	*	*	*	*
Putnam Abs Ret 100 Y	PARYX	Hedged: Abs Return	96	*	*	*	*	*	-3.9%	*	*	*	*	*
PIMCO All-Asset	PAUIX	Global Macro	49	*	*	*	*	*	-10.5%	*	*	*	*	*
Putnam 700 Y	PDMYX	Hedged: Abs Return	100	*	*	*	*	*	2.7%	*	*	*	*	*
DWA Tech Leaders	PDP	Blended	48	*	*	*	*	*	-6.1%	*	*	*	*	*
iShr Preferred ETF	PFF	Income: Multi	71	*	*	*	*	*	-4.8%	*	*	*	*	*
PIMCO Global Multi	PGAIX	Global Macro		*	*	*	*	*		*	*	*	*	*
PowerSh Preferred ETF	PGX	Income: Multi	63	*	*	*	*	*	-5.6%	*	*	*	*	*
PowerShares Intl Div	PID	Income: Equity	58	*	*	*	*	*	-4.1%	*	*	*	*	*
Principal GlobMultiStrat	PMSAX	Blended	100	*	*	*	*	*	0.2%	*	*	*	*	*
Pimco Income P	PONPX	Income: Multi	75	*	*	*	*	*	-7.5%	*	*	*	*	*
Principal Preferred	PPSIX	Income: Multi	87	*	*	*	*	*	-3.2%	*	*	*	*	*
T. Rowe Equity Income	PRFDX	Income: Equity	66	*	*	*	*	*	-2.5%	*	*	*	*	*
T. Rowe Summit Muni	PRINX	Income: Tax Exempt	69	*	*	*	*	*	-8.9%	*	*	*	*	*
T. Rowe Global Bond	PRSNX	Income: Multi	55	*	*	*	*	*	-14.1%	*	*	*	*	*
iSh Global Energy	PWC	Blended	63	*	*	*	*	*	-1.0%	*	*	*	*	*
Putnam Abs Ret 300 Y	PYTRX	Hedged: Abs Return	100	*	*	*	*	*	-2.2%	*	*	*	*	*
IQ Hedge Multi-Strat	QAI	Blended	86	*	*	*	*	*	-4.2%	*	*	*	*	*
IQ Hedge ETF	QMN	Hedged: Mkt Neutral	0	*	*	*	*	*	-100.0%	*	*	*	*	*
MultiAsset ETF	RLY	Hedged: Abs Return	76	*	*	*	*	*	0.7%	*	*	*	*	*
Hundredfold Select	SFHYX	Blended	69	*	*	*	*	*	-10.2%	*	*	*	*	*
Sound Mind Investing	SMIFX	Momentum	84	*	*	*	*	*	-2.5%	*	*	*	*	*
Schwab Div Equity	SWDSX	Income: Equity	67	*	*	*	*	*	-3.9%	*	*	*	*	*
Schwab Balanced	SWOBX	Risk-Driven	51	*	*	*	*	*	-11.2%	*	*	*	*	*
Thornburg Inv Income A	TIBAX	Income: Global	80	*	*	*	*	*	-0.7%	*	*	*	*	*
Thornburg Inv Income Y	TIBIX	Global Macro	81	*	*	*	*	*	-0.4%	*	*	*	*	*
T. Rowe Retire Balanced	TRRIX	Income: Multi	61	*	*	*	*	*	-10.0%	*	*	*	*	*
Vanguard LifeStrat Growth	VASGX	Risk-Driven	53	*	*	*	*	*	-8.3%	*	*	*	*	*
Vanguard LifeStrategy	VASIX	Income: Multi	66	*	*	*	*	*	-9.2%	*	*	*	*	*
Vanguard Balanced	VBIAX	Risk-Driven	56	*	*	*	*	*	-8.7%	*	*	*	*	*
Vanguard Equity	VEIPX	Income: Equity	77	*	*	*	*	*	0.1%	*	*	*	*	*
VALIC Global Strat	VGLSX	Global Macro	59	*	*	*	*	*	-8.5%	*	*	*	*	*
Vanguard STAR Inv	VGSTX	Risk-Driven	53	*	*	*	*	*	-8.9%	*	*	*	*	*
ValueLine AssetAlloc	VLAAX	Risk-Driven	54	*	*	*	*	*	-8.3%	*	*	*	*	*
Vanguard Market Neutral	VMNFX	Hedged: Mkt Neutral	100	*	*	*	*	*	9.6%	*	*	*	*	*
Vanguard Managed Payout	VPGDX	Income: Multi	69	*	*	*	*	*	-4.9%	*	*	*	*	*
Vanguard Target Retire	VTINX	Income: Multi	70	*	*	*	*	*	-7.7%	*	*	*	*	*
Vanguard Wellington Inv	VWELX	Risk-Driven	60	*	*	*	*	*	-7.8%	*	*	*	*	*
Vanguard Wellesley Adm	VWIAX	Income: Multi	71	*	*	*	*	*	-6.5%	*	*	*	*	*
Vanguard Wellesley Inv	VWINX	Risk-Driven	71	*	*	*	*	*	-6.6%	*	*	*	*	*
Vanguard LT Tax-Exempt	VWLTX	Income: Tax Exempt	68	*	*	*	*	*	-8.7%	*	*	*	*	*
Vanguard Hi Div Yld ETF	VYM	Income: Equity	78	*	*	*	*	*	0.3%	*	*	*	*	*
WF Asset Allocation	WFAIX	Risk-Driven	55	*	*	*	*	*	-9.6%	*	*	*	*	*
FundX Upgrader	XCOR	Momentum	29	*	*	*	*	*	-16.3%	*	*	*	*	*

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