VizMetrics Inc. - Better visibility. Better results.

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.
   VizMetrics Score Total Return, annualized
Recipe NameIDCategory1 year3 year5 year7 year10 year15 year 1 year3 year5 year7 year10 year15 year
  Group average69***** -5.9%*****
AQR Divers NADANXHedged: Arbitrage100***** -1.2%*****
S&P AggressiveAOARisk-Driven55***** -7.5%*****
S&P ConservativeAOKRisk-Driven65***** -8.7%*****
S&P ModerateAOMRisk-Driven64***** -8.3%*****
S&P GrowthAORRisk-Driven59***** -8.1%*****
Arbitrage IARBNXHedged: Arbitrage100***** 0.5%*****
Am Century Target DateARTOXIncome: Multi69***** -6.8%*****
Absolute Strategies IASFIXHedged: Abs Return97***** -0.1%*****
Dreyfus Alpha IAVGRXBlended74***** -3.8%*****
BlackRock Strat Inc OppBASIXIncome: Multi89***** -5.3%*****
Ibbotson BalancedBETFXRisk-Driven63***** -6.8%*****
PwrSh Sr Loan PortfolioBKLNIncome: Float Rate100***** 1.7%*****
BlackRock EmMkt ABLSAXHedged: Long/Short29***** -15.4%*****
UBS Dyn Alpha ABNAAXBlended87***** -4.1%*****
UBS Global AllocBPGLXGlobal Macro56***** -10.3%*****
Robeco Long/Short IBPLSXHedged: Long/Short100***** 7.1%*****
Berkshire Hathaway IncBRK.AGlobal Macro55***** -2.7%*****
Calamos Convertible ACCVIXIncome: Multi48***** -12.1%*****
Invesco Convertible YCNSDXIncome: Multi60***** -8.5%*****
Columbia Thermostat ZCOTZXRisk-Driven68***** -8.1%*****
IQ CPI Hedge ETFCPIHedged: Abs Return73***** -6.2%*****
ProShares Lg CapCSMHedged: 130-3043***** -7.9%*****
Calamos Global GrowthCVLOXIncome: Global39***** -12.7%*****
Calamos Market Neu IncCVSIXHedged: Mkt Neutral100***** -1.0%*****
Gugg Multi-AssetCVYIncome: Multi58***** -2.0%*****
Barclays Conv BondCWBIncome: Multi54***** -10.0%*****
WisdmTr EM HiYldDEMIncome: Equity50***** -9.1%*****
WisdmTr EM SmCapDGSIncome: Equity50***** -9.2%*****
Diamond Hill Long-Short IDHLSXHedged: Long/Short70***** -4.4%*****
WisdomTree ex-USDLNIncome: Equity74***** -1.0%*****
WisdmTr Intl SmCapDLSIncome: Equity53***** -6.9%*****
Dodge & Cox BalancedDODBXRisk-Driven71***** -3.8%*****
DFA Select Hedged DSHGXGlobal Macro64***** -3.5%*****
MFS Target Return ADVRAXHedged: Abs Return100***** -0.3%*****
iShares Select DividendDVYIncome: Equity76***** 1.2%*****
SPDR S&P Int'lDWXIncome: Equity51***** -8.8%*****
EatonVance GlobalMacroEIGMXHedged: Abs Return100***** 1.9%*****
Fidelity BalancedFBALXRisk-Driven52***** -9.2%*****
Fidelity ConvertiblesFCVSXIncome: Multi62***** -6.6%*****
Fidelity EquityFEQTXIncome: Equity80***** 0.8%*****
Fidelity MuniFHIGXIncome: Tax Exempt72***** -8.0%*****
Nuveen Amer MuniFLAAXIncome: Tax Exempt51***** -13.3%*****
FPA CrescentFPACXRisk-Driven75***** -2.4%*****
Fidelity PuritanFPURXRisk-Driven55***** -9.0%*****
Fidelity StrategicFSDIXIncome: Equity73***** -3.8%*****
First Trust Focus 5FVSector Rotation62***** 1.5%*****
Gabelli ABC AAAGABCXHedged: Mkt Neutral100***** 1.0%*****
Natixis ASG GlobalGAFYXHedged: Abs Return100***** 4.8%*****
Goldman Sachs Instl GARTXHedged: Abs Return95***** -1.2%*****
GMO Benchm-FreeGBMFXGlobal Macro96***** 0.5%*****
Leuthold GlobalGLBIXGlobal Macro76***** -3.7%*****
GMO Global AllocGMWAXGlobal Macro68***** -5.9%*****
Goldman Sachs Strat IncGSZAXIncome: Multi100***** -0.5%*****
Hedge ReplicationHDGBlended90***** -2.2%*****
iShares Hi Div EquityHDVIncome: Equity80***** 1.1%*****
ETF: SPDR Inc AllocINKMIncome: Multi64***** -7.2%*****
Ivy Asset StrategyIVAEXGlobal Macro67***** -5.1%*****
iSh MultiAsset IncomeIYLDIncome: Multi54***** -10.3%*****
Janus BalancedJANBXRisk-Driven55***** -9.5%*****
Jhancock Global Abs Ret IJHAIXHedged: Abs Return89***** -3.6%*****
JPMorgan Mkt Neutral AJMNAXHedged: Mkt Neutral100***** 0.3%*****
KCM MacroTrendsKCMTXHedged: Long/Short38***** -12.0%*****
Inst: Forward SelectKIFYXIncome: Multi62***** -8.0%*****
Columbia Div IncomeLBSAXIncome: Equity77***** -0.8%*****
Invesco Divers DividendLCEIXIncome: Equity75***** -1.5%*****
Leuthold CoreLCORXGlobal Macro85***** -2.6%*****
Lord Abbett Float RateLFRAXIncome: Float Rate93***** -3.3%*****
Loomis Global Eq ALGMAXIncome: Global42***** -10.3%*****
Loomis Global Eq YLSWWXGlobal Macro43***** -10.1%*****
BlackRock Global IMALOXGlobal Macro51***** -12.1%*****
IQ Hedge Macro ETFMCROBlended88***** -3.8%*****
BlackRock Eq DividendMDDVXIncome: Equity40***** -13.2%*****
FirstTrust Multi-AssetMDIVIncome: Multi75***** -0.5%*****
BlackRock Nat'l MuniMDNLXIncome: Tax Exempt67***** -9.0%*****
MainStay Marketfield AMFADXHedged: Long/Short89***** -0.0%*****
MFS Global Tot RetMFWIXGlobal Macro67***** -5.5%*****
Aberdeen Long-Short AMLSAXHedged: Long/Short34***** -10.6%*****
IQ Merger ArbitrageMNAHedged: Arbitrage100***** -1.9%*****
MainStay Int'l OppMYITXHedged: 130-3052***** -5.9%*****
Grimaldi SectorNAVFXSector Rotation53***** -7.5%*****
Neuberger Berman Eq IncNBHAXIncome: Global63***** -5.2%*****
Nuveen Preferred INPSRXIncome: Multi79***** -5.9%*****
Putnam Abs Ret 100 YPARYXHedged: Abs Return96***** -3.9%*****
PIMCO All-AssetPAUIXGlobal Macro49***** -10.5%*****
Putnam 700 YPDMYXHedged: Abs Return100***** 2.7%*****
DWA Tech LeadersPDPBlended48***** -6.1%*****
iShr Preferred ETFPFFIncome: Multi71***** -4.8%*****
PIMCO Global MultiPGAIXGlobal Macro *****  *****
PowerSh Preferred ETFPGXIncome: Multi63***** -5.6%*****
PowerShares Intl DivPIDIncome: Equity58***** -4.1%*****
Principal GlobMultiStratPMSAXBlended100***** 0.2%*****
Pimco Income PPONPXIncome: Multi75***** -7.5%*****
Principal PreferredPPSIXIncome: Multi87***** -3.2%*****
T. Rowe Equity IncomePRFDXIncome: Equity66***** -2.5%*****
T. Rowe Summit MuniPRINXIncome: Tax Exempt69***** -8.9%*****
T. Rowe Global BondPRSNXIncome: Multi55***** -14.1%*****
iSh Global EnergyPWCBlended63***** -1.0%*****
Putnam Abs Ret 300 YPYTRXHedged: Abs Return100***** -2.2%*****
IQ Hedge Multi-StratQAIBlended86***** -4.2%*****
IQ Hedge ETFQMNHedged: Mkt Neutral0***** -100.0%*****
MultiAsset ETFRLYHedged: Abs Return76***** 0.7%*****
Hundredfold SelectSFHYXBlended69***** -10.2%*****
Sound Mind InvestingSMIFXMomentum84***** -2.5%*****
Schwab Div EquitySWDSXIncome: Equity67***** -3.9%*****
Schwab BalancedSWOBXRisk-Driven51***** -11.2%*****
Thornburg Inv Income ATIBAXIncome: Global80***** -0.7%*****
Thornburg Inv Income YTIBIXGlobal Macro81***** -0.4%*****
T. Rowe Retire BalancedTRRIXIncome: Multi61***** -10.0%*****
Vanguard LifeStrat GrowthVASGXRisk-Driven53***** -8.3%*****
Vanguard LifeStrategyVASIXIncome: Multi66***** -9.2%*****
Vanguard BalancedVBIAXRisk-Driven56***** -8.7%*****
Vanguard EquityVEIPXIncome: Equity77***** 0.1%*****
VALIC Global StratVGLSXGlobal Macro59***** -8.5%*****
Vanguard STAR InvVGSTXRisk-Driven53***** -8.9%*****
ValueLine AssetAllocVLAAXRisk-Driven54***** -8.3%*****
Vanguard Market NeutralVMNFXHedged: Mkt Neutral100***** 9.6%*****
Vanguard Managed PayoutVPGDXIncome: Multi69***** -4.9%*****
Vanguard Target RetireVTINXIncome: Multi70***** -7.7%*****
Vanguard Wellington InvVWELXRisk-Driven60***** -7.8%*****
Vanguard Wellesley AdmVWIAXIncome: Multi71***** -6.5%*****
Vanguard Wellesley InvVWINXRisk-Driven71***** -6.6%*****
Vanguard LT Tax-Exempt VWLTXIncome: Tax Exempt68***** -8.7%*****
Vanguard Hi Div Yld ETFVYMIncome: Equity78***** 0.3%*****
WF Asset AllocationWFAIXRisk-Driven55***** -9.6%*****
FundX UpgraderXCORMomentum29***** -16.3%*****