All Portfolios, ranked by Historical Return
for period ending August 31, 2026
More ways to view this list of Portfolio Recipes:
Recipe Summary Page (Total Return with Maximum Drawdown Scatterplots)
by Return: Total Return (1, 3, 5, 10, 15, 20 years), Historical Return (past 5 years)
by Risk vs. Return: Risk vs. Return Compass, M-Squared, Alpha, Sharpe Ratio, Sortino Ratio, Treynor Ratio
by Volatility / Risk: Maximum Drawdown, Standard Deviation, Downside Deviation, Beta
by Peer Group: Strategic: DIY, Tactical: DIY, Tactical: Managed
Historical Return is the annual return for the last 5 calendar years.
Note: The Free plan includes full multi-year analytics for all 200+ Portfolio Recipes. Click any recipe name to view its complete performance details. Investable percentage allocations require a paid plan.
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| Historical Return | Total Return, annualized | ||||||||||||||
| Recipe Name | ID | Peer Group | Category | 1 year | 3 year | 5 year | 10 year | 15 year | 20 year | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Group Average | |||||||||||||||
| U.S. Total Bond Market | BND | Benchmark | Benchmark | -1.9% | -13.1% | 5.4% | 1.4% | 7.1% | 1.8% | 4.1% | -0.4% | 1.4% | 2.0% | 3.1% | |
| S&P 500 | SPY | Benchmark | Benchmark | 28.7% | -18.2% | 26.2% | 24.9% | 17.7% | 20.2% | 20.9% | 12.7% | 15.3% | 15.0% | 11.3% | |
| Strategic 50-50 | s.5050 | Strategic: DIY | Balanced | 11.3% | -16.0% | 15.4% | 12.2% | 12.2% | 10.9% | 12.2% | 5.7% | 8.2% | 8.4% | 7.4% | |
| Strategic 60-40 Portfolio | s.6040 | Benchmark | Benchmark | 14.0% | -16.7% | 17.5% | 14.4% | 13.2% | 12.7% | 13.9% | 6.9% | 9.5% | 9.7% | 8.2% | |
| 7Twelve Israelson | s.712 | Strategic: DIY | Balanced | 14.5% | -10.0% | 9.7% | 6.8% | 13.8% | 18.7% | 13.2% | 7.0% | 7.6% | 6.4% | ||
| Couch Potato: Scott Burns | s.couc | Strategic: DIY | Balanced | 15.4% | -15.7% | 14.6% | 12.3% | 12.0% | 10.3% | 12.1% | 6.0% | 8.6% | 8.5% | 7.5% | |
| Ben Graham 50-50 | s.grah | Strategic: DIY | Balanced | 10.8% | -10.5% | 10.7% | 6.2% | 15.4% | 11.9% | 11.8% | 5.9% | 6.8% | 6.9% | 6.0% | |
| Safe Haven Portfolio | s.have | Strategic: DIY | Balanced | 6.9% | -4.7% | 4.1% | 11.8% | 29.7% | 14.8% | 16.7% | 9.0% | 8.0% | 6.8% | ||
| Six Ways from Sunday | s.lazy | Strategic: DIY | Balanced | 20.1% | -8.0% | 10.7% | 6.0% | 12.8% | 16.5% | 12.6% | 7.7% | 7.5% | 7.0% | ||
| ETF Moderate | s.mode | Strategic: DIY | Balanced | 10.6% | -16.9% | 13.8% | 9.5% | 14.3% | 13.0% | 12.8% | 5.4% | 7.8% | 7.7% | ||
| David Swensen inspired | s.swen | Strategic: DIY | Balanced | 17.0% | -20.6% | 14.3% | 7.9% | 13.7% | 13.0% | 12.5% | 4.6% | 7.6% | 8.3% | ||
| Lazy: Ultimate Buy & Hold | s.buyh | Strategic: DIY | Balanced | 10.3% | -12.7% | 9.9% | 6.1% | 14.2% | 13.1% | 11.5% | 5.0% | 6.6% | 6.5% | 5.9% | |
| Lazy: Coffeehouse | s.coff | Strategic: DIY | Balanced | 13.6% | -14.6% | 11.0% | 7.9% | 10.0% | 11.6% | 10.9% | 4.5% | 6.8% | 7.5% | 6.5% | |
| Lazy: Margaritaville | s.marg | Strategic: DIY | Balanced | 13.2% | -16.9% | 14.2% | 11.5% | 16.8% | 15.4% | 14.6% | 6.7% | 8.8% | 8.1% | 6.9% | |
| Lazy: Smart Money | s.smar | Strategic: DIY | Balanced | 12.4% | -11.3% | 11.6% | 9.6% | 11.6% | 13.0% | 12.2% | 6.1% | 7.6% | 7.7% | 6.6% | |
| Strategic 70-30 Portfolio | s.7030 | Strategic: DIY | High Equity | 16.9% | -17.4% | 19.6% | 16.7% | 14.2% | 14.6% | 15.6% | 8.1% | 10.9% | 10.9% | 9.0% | |
| Strategic 80-20 Portfolio | s.8020 | Strategic: DIY | High Equity | 19.7% | -18.1% | 21.7% | 19.1% | 15.1% | 16.4% | 17.3% | 9.3% | 12.2% | 12.2% | 9.8% | |
| ETF Aggressive | s.aggr | Strategic: DIY | High Equity | 11.4% | -15.9% | 15.6% | 10.4% | 18.0% | 16.3% | 15.0% | 7.0% | 9.5% | 8.4% | ||
| Ben Stein inspired | s.bens | Strategic: DIY | High Equity | 15.8% | -12.6% | 16.5% | 12.3% | 18.6% | 19.5% | 16.7% | 9.5% | 10.3% | 9.3% | 7.6% | |
| Low Volatility Portfolio | s.lowv | Strategic: DIY | High Equity | 6.2% | -7.2% | 6.6% | 9.0% | 8.9% | 7.7% | 9.5% | 4.8% | 5.4% | |||
| Lazy: Aronson | s.aron | Strategic: DIY | High Equity | 9.8% | -19.0% | 14.5% | 9.9% | 15.9% | 16.5% | 14.5% | 5.7% | 8.5% | 8.4% | 7.4% | |
| Lazy: No Brainer | s.nobr | Strategic: DIY | High Equity | 14.9% | -16.3% | 16.9% | 11.3% | 16.3% | 14.8% | 14.8% | 7.1% | 9.4% | 9.4% | 7.7% | |
| Lazy: Second Grader | s.seco | Strategic: DIY | High Equity | 17.5% | -17.8% | 20.5% | 17.6% | 18.7% | 19.8% | 18.8% | 9.7% | 11.9% | 11.3% | 8.8% | |
| Lazy: Yale Unconventional | s.yale | Strategic: DIY | High Equity | 16.9% | -21.1% | 13.6% | 8.7% | 13.0% | 12.6% | 12.5% | 4.3% | 7.4% | 8.1% | 7.1% | |
| Harry Browne inspired | s.brow | Strategic: DIY | Low Equity | 3.8% | -14.2% | 11.5% | 11.0% | 20.9% | 12.9% | 13.7% | 6.3% | 7.0% | 6.1% | 7.1% | |
| Ray Dalio inspired | s.dali | Strategic: DIY | Low Equity | 7.3% | -14.2% | 8.9% | 6.4% | 12.8% | 10.1% | 9.7% | 3.7% | 5.4% | 5.1% | ||
| Ivy Portfolio | s.ivyp | Strategic: DIY | Low Equity | 21.7% | -12.0% | 10.2% | 7.2% | 13.6% | 20.2% | 13.8% | 7.3% | 8.4% | 7.0% | ||
| No Equity Portfolio | s.noeq | Strategic: DIY | Low Equity | 9.4% | -19.9% | 9.5% | 7.3% | 21.3% | 12.6% | 13.2% | 4.2% | 5.4% | 5.4% | 7.1% | |
| Permanent Plus | s.plus | Strategic: DIY | Low Equity | 5.7% | -20.9% | 18.7% | 16.4% | 27.3% | 13.4% | 17.2% | 7.7% | 9.6% | 8.3% | 9.4% | |
| Black Swan Hyperinflation | s.swan | Strategic: DIY | Low Equity | 13.7% | 12.5% | 3.9% | 6.3% | 32.2% | 34.6% | 19.3% | 15.4% | 10.3% | 4.5% | ||
| Talmud Dividend Equities | s.talm | Strategic: DIY | Low Equity | 19.6% | -8.9% | 10.2% | 13.3% | 22.8% | 17.4% | 17.8% | 10.0% | 9.6% | 8.8% | 9.0% | |
| Worst Case Scenario | s.wors | Strategic: DIY | Low Equity | -0.9% | -5.2% | -5.6% | 4.9% | 8.1% | 5.0% | 5.7% | 1.1% | 1.7% | -0.6% | ||
| Talmud with Blue Chip | s.talc | Strategic: DIY | Low Equity | 18.7% | -14.2% | 11.0% | 7.3% | 8.4% | 9.2% | 10.3% | 4.2% | 6.8% | 7.7% | 6.9% | |
| Talmud Broad Market | s.talb | Strategic: DIY | Low Equity | 20.4% | -19.4% | 14.4% | 9.8% | 9.2% | 10.2% | 11.5% | 4.5% | 7.2% | 8.3% | 7.2% | |
| Talmud with Small Cap | s.tals | Strategic: DIY | Low Equity | 17.4% | -16.8% | 11.5% | 7.1% | 7.1% | 12.3% | 10.7% | 3.8% | 6.2% | 7.2% | 6.2% | |
| Talmud Equities and Gold | s.talg | Strategic: DIY | Low Equity | 19.7% | -15.6% | 17.2% | 18.5% | 26.3% | 19.8% | 21.0% | 11.2% | 11.3% | 9.9% | 9.8% | |
| S&P 500 Equal Weight | RSP | Tactical: Managed | Equal Weight | 29.4% | -11.6% | 13.7% | 12.8% | 11.2% | 18.2% | 15.4% | 8.8% | 12.0% | 12.9% | 10.2% | |
| Permanent Portfolio | PRPFX | Tactical: Managed | Low Equity | 10.9% | -5.5% | 12.0% | 21.3% | 28.8% | 17.2% | 20.1% | 12.1% | 10.7% | 7.5% | 8.2% | |
| Adaptive Allocation A | t.aaaa | Tactical: DIY | Adaptive | 20.1% | -16.2% | 14.3% | 13.3% | 20.5% | 13.8% | 16.5% | 6.4% | 9.2% | 8.4% | 10.8% | |
| Adaptive Allocation B | t.aaab | Tactical: DIY | Adaptive | 15.1% | -18.1% | 8.0% | 13.0% | 20.4% | 20.8% | 16.1% | 5.5% | 8.1% | 7.7% | 10.3% | |
| Adaptive Allocation C | t.aaac | Tactical: DIY | Adaptive | 14.6% | -17.7% | 7.6% | 14.0% | 20.8% | 21.2% | 16.9% | 5.9% | 8.2% | 7.8% | 10.3% | |
| Adaptive Allocation D | t.aaad | Tactical: DIY | Adaptive | 25.6% | -15.1% | 13.5% | 10.0% | 25.7% | 13.8% | 12.7% | 6.8% | 11.3% | 9.4% | 12.2% | |
| Adaptive Allocation E | t.aaae | Tactical: DIY | Adaptive | 18.0% | -20.7% | 17.4% | 12.3% | 26.8% | 25.9% | 20.6% | 8.8% | 11.7% | 9.8% | 12.1% | |
| Adaptive Allocation F | t.aaaf | Tactical: DIY | Adaptive | 25.0% | -12.9% | 15.3% | 21.9% | 26.4% | 26.7% | 22.2% | 11.7% | 13.5% | 13.6% | 14.5% | |
| Minimum Correlation | t.coco | Tactical: DIY | Correlation | 6.2% | -23.3% | 16.2% | 13.3% | 24.0% | 15.3% | 15.2% | 5.4% | 7.5% | 7.6% | 8.6% | |
| Maximum Diversification | t.mdiv | Tactical: DIY | Diversification | 4.9% | -22.9% | 15.4% | 11.7% | 20.0% | 14.3% | 13.8% | 4.8% | 6.1% | 6.9% | 8.4% | |
| Equal Weight With Cluster | t.dist | Tactical: DIY | Correlation | 6.6% | -19.3% | 14.8% | 10.0% | 21.0% | 14.7% | 14.4% | 5.7% | 6.9% | 6.4% | 7.9% | |
| Minimum Mean Abs Deviation | t.madm | Tactical: DIY | Risk-Driven | 7.3% | -19.4% | 17.0% | 15.8% | 17.9% | 9.6% | 14.3% | 6.1% | 7.9% | 8.2% | 9.2% | |
| Minimum Variance A | t.mvar | Tactical: DIY | Risk-Driven | 6.3% | -16.6% | 17.3% | 15.4% | 16.2% | 10.5% | 13.8% | 6.7% | 8.3% | 8.4% | 9.4% | |
| Risk Parity Portfolio A | t.rpba | Tactical: DIY | Risk-Driven | 13.0% | -19.5% | 18.2% | 12.9% | 21.3% | 19.6% | 17.6% | 8.1% | 10.1% | 9.7% | 9.5% | |
| Maximum Sortino Portfolio | t.sort | Tactical: DIY | Risk/Reward | 22.7% | -21.9% | 13.5% | 6.9% | 19.6% | 20.1% | 11.2% | 4.8% | 10.3% | 8.4% | 10.3% | |
| Equal Weight Portfolio | t.eqwt | Tactical: DIY | Equal Weight | 13.0% | -20.4% | 18.8% | 11.8% | 22.8% | 21.2% | 18.2% | 8.2% | 10.5% | 9.7% | 9.0% | |
| Faber Rel Strength: Top 1 | t.frs1 | Tactical: DIY | Momentum | 24.8% | -1.7% | 4.0% | 23.2% | 0.9% | 6.5% | 6.6% | 4.7% | 8.3% | 6.1% | 9.7% | |
| Faber Rel Strength: Top 2 | t.frs2 | Tactical: DIY | Momentum | 33.7% | -2.2% | 9.5% | 14.1% | 12.7% | 25.1% | 13.9% | 11.7% | 10.6% | 8.9% | 9.5% | |
| Faber Rel Strength: Top 3 | t.frs3 | Tactical: DIY | Momentum | 31.7% | -9.4% | 11.2% | 9.5% | 11.3% | 23.6% | 13.5% | 9.1% | 10.6% | 9.7% | 9.4% | |
| Faber Rel Strength: Top 4 | t.frs4 | Tactical: DIY | Momentum | 29.0% | -8.7% | 6.8% | 6.8% | 10.4% | 19.2% | 11.2% | 6.4% | 7.8% | 6.5% | 7.1% | |
| Pure Momentum | t.pure | Tactical: DIY | Momentum | 29.9% | -30.1% | 39.3% | -5.7% | 13.6% | 24.8% | 11.7% | 5.9% | 12.3% | 11.2% | 15.9% | |
| Quartile Sector Rotation | t.srqr | Tactical: DIY | Sector Rotation | 9.3% | 20.7% | 35.8% | 125.3% | 0.9% | 79.7% | 57.2% | 42.0% | 27.0% | 27.7% | 22.2% | |
| Rel Strength Sector Rotatn | t.srrs | Tactical: DIY | Sector Rotation | 28.9% | -4.1% | 5.2% | 15.4% | 8.8% | 16.4% | 12.7% | 9.0% | 11.4% | 11.6% | 9.9% | |
| Top 5 Sector Rotation | t.srt5 | Tactical: DIY | Sector Rotation | 13.4% | -0.0% | 10.7% | 32.8% | 14.2% | 48.8% | 29.9% | 18.8% | 18.1% | 16.6% | 13.8% | |
| Top 3 Sector Rotation | t.srt3 | Tactical: DIY | Sector Rotation | 12.7% | -4.7% | 3.8% | 26.3% | 9.0% | 22.0% | 13.2% | 10.5% | 11.3% | 11.7% | 10.9% | |
| Minimum CdaR | t.cdar | Tactical: DIY | Risk-Driven | 7.6% | -15.8% | 20.6% | 5.6% | 14.3% | 9.3% | 11.3% | 4.1% | 8.1% | 8.3% | 9.6% | |
| Minimum CvaR | t.cvar | Tactical: DIY | Risk-Driven | 0.8% | -18.0% | 16.2% | 16.9% | 23.6% | 13.0% | 17.8% | 8.1% | 7.9% | 8.0% | 9.0% | |
| Equal Risk Contribution | t.eqrc | Tactical: DIY | Risk-Driven | 8.8% | -19.6% | 15.0% | 10.9% | 20.6% | 18.3% | 15.7% | 6.6% | 8.3% | 8.0% | 8.9% | |
| Minimum Drawdown | t.loss | Tactical: DIY | Risk-Driven | 3.1% | -18.5% | 13.0% | 14.6% | 21.2% | 21.8% | 18.3% | 8.2% | 8.7% | 8.2% | 9.4% | |
| Minimum Downside MAD | t.madd | Tactical: DIY | Risk-Driven | 7.3% | -19.4% | 17.0% | 15.8% | 17.9% | 9.6% | 14.3% | 6.1% | 7.9% | 8.2% | 9.1% | |
| Minimum Correlation A | t.mca1 | Tactical: DIY | Risk-Driven | 6.1% | -18.8% | 11.9% | 8.9% | 19.7% | 15.0% | 13.3% | 5.2% | 6.9% | 6.7% | 8.0% | |
| Minimum Correlation B | t.mca2 | Tactical: DIY | Risk-Driven | 8.9% | -18.9% | 14.8% | 10.9% | 19.2% | 17.6% | 15.2% | 6.5% | 8.0% | 7.6% | 8.5% | |
| Minimum Variance B | t.mva2 | Tactical: DIY | Risk-Driven | 5.3% | -17.0% | 12.8% | 9.4% | 18.8% | 11.6% | 12.6% | 5.2% | 6.7% | 6.7% | 8.5% | |
| Minimum Variance C | t.mva3 | Tactical: DIY | Risk-Driven | 8.3% | -16.6% | 14.1% | 13.2% | 20.5% | 14.2% | 15.5% | 7.1% | 8.5% | 8.6% | 10.0% | |
| Min Downside Deviation | t.risd | Tactical: DIY | Risk-Driven | 6.3% | -17.1% | 15.7% | 11.5% | 17.1% | 10.5% | 12.4% | 5.7% | 8.1% | 7.9% | 8.9% | |
| Risk Parity With Cluster | t.rpcl | Tactical: DIY | Risk-Driven | 6.1% | -17.3% | 14.2% | 10.0% | 18.0% | 13.7% | 13.7% | 5.8% | 6.6% | 6.1% | 8.0% | |
| Risk Parity Portfolio B | t.rsop | Tactical: DIY | Risk-Driven | 13.0% | -19.3% | 18.2% | 12.2% | 21.2% | 19.9% | 17.5% | 8.2% | 10.1% | 9.6% | 9.3% | |
| Target Return 12% | t.tret | Tactical: DIY | Risk-Driven | 8.5% | -26.0% | 7.4% | 15.4% | 15.3% | 14.8% | 11.8% | 3.1% | 6.4% | 7.4% | 9.4% | |
| Target Risk 10% | t.tris | Tactical: DIY | Risk-Driven | 15.1% | -13.2% | 10.4% | 11.3% | 22.6% | 17.6% | 13.0% | 7.1% | 8.6% | 6.9% | 8.3% | |
| Maximum Sharpe Portfolio | t.shar | Tactical: DIY | Risk/Reward | 23.4% | -21.9% | 12.3% | 9.4% | 21.8% | 19.6% | 12.4% | 5.3% | 10.5% | 8.8% | 10.6% | |
| Target Return Post-Modern | t.trdd | Tactical: DIY | Target Return | 9.9% | -26.0% | 6.4% | 12.3% | 15.9% | 13.8% | 10.7% | 2.3% | 6.0% | 6.7% | 9.1% | |
| Active Combined Asset | t.acap | Tactical: DIY | Momentum | 20.4% | -22.5% | 7.4% | 18.9% | 26.5% | 14.3% | 17.0% | 6.6% | 6.5% | 6.8% | 8.2% | |
| Quarterly Asset Rotation | t.qaro | Tactical: DIY | Momentum | 4.6% | -11.1% | 15.3% | 15.7% | 15.9% | 5.0% | 11.3% | 5.7% | 6.5% | 4.8% | 5.4% | |
| Defensive Bond | t.dbnd | Tactical: DIY | Momentum | 3.4% | -1.8% | 10.6% | 6.8% | 3.6% | 2.1% | 5.7% | 4.2% | 4.9% | |||
| Dynamic Harry Browne | t.dyhb | Tactical: DIY | Momentum | -0.4% | -7.2% | 8.0% | 11.6% | 12.6% | 4.8% | 8.4% | 3.5% | 5.2% | 3.9% | 6.3% | |
| Hedge Replication | HDG | Tactical: Managed | Blended | 3.0% | -8.5% | 7.2% | 5.1% | 7.2% | 10.9% | 7.6% | 3.3% | 3.9% | 3.2% | ||
| Inv Dorsey Wright | PDP | Tactical: Managed | Blended | 7.7% | -24.5% | 20.9% | 26.1% | 8.4% | 20.2% | 18.3% | 7.5% | 12.4% | 12.4% | ||
| NYLI Hedge Multi-Strat | QAI | Tactical: Managed | Blended | -0.2% | -8.7% | 10.1% | 6.7% | 6.7% | 10.1% | 8.6% | 4.2% | 3.6% | 3.2% | ||
| ProShares Lg Cap | CSM | Tactical: Managed | Hedged: 130-30 | 33.1% | -18.3% | 23.5% | 22.1% | 21.9% | 20.4% | 21.0% | 12.3% | 14.2% | 14.5% | ||
| MultiAsset ETF | RLY | Tactical: Managed | Hedged: Abs Return | 22.9% | 7.9% | 2.6% | 2.5% | 20.3% | 28.0% | 14.9% | 11.5% | 8.6% | |||
| NYLI Merger Arbitrage | MNA | Tactical: Managed | Hedged: Arbitrage | -3.2% | -1.6% | 0.2% | 4.9% | 8.6% | 2.3% | 5.7% | 2.4% | 2.8% | 3.1% | ||
| AGF AntiBeta | BTAL | Tactical: Managed | Hedged: Mkt Neutral | -6.8% | 20.5% | -15.1% | 12.8% | -20.2% | -23.2% | -9.8% | -4.0% | -4.1% | |||
| WisdmTr EM HiYld | DEM | Tactical: Managed | Income: Equity | 11.5% | -10.4% | 20.9% | 4.5% | 21.1% | 26.3% | 18.7% | 10.5% | 9.6% | 4.7% | ||
| WisdmTr EM SmCap | DGS | Tactical: Managed | Income: Equity | 15.3% | -12.3% | 19.4% | 1.2% | 21.2% | 17.6% | 14.4% | 7.5% | 8.7% | 5.9% | ||
| WisdomTree ex-US | DLN | Tactical: Managed | Income: Equity | 25.6% | -3.8% | 10.0% | 19.7% | 15.5% | 19.5% | 18.5% | 12.3% | 12.7% | 13.1% | 9.7% | |
| WisdmTr Intl SmCap | DLS | Tactical: Managed | Income: Equity | 11.7% | -17.3% | 15.3% | 3.1% | 34.1% | 17.4% | 18.9% | 7.4% | 8.1% | 8.0% | 6.4% | |
| iShares Select Dividend | DVY | Tactical: Managed | Income: Equity | 31.7% | 1.8% | 1.1% | 16.3% | 11.6% | 18.7% | 17.1% | 10.4% | 10.4% | 11.9% | 8.5% | |
| SPDR S&P Int'l | DWX | Tactical: Managed | Income: Equity | 10.6% | -13.0% | 14.8% | 2.5% | 31.6% | 16.3% | 16.6% | 8.1% | 7.4% | 4.4% | ||
| iShares Core Hi Div | HDV | Tactical: Managed | Income: Equity | 19.4% | 7.0% | 1.7% | 14.2% | 11.9% | 24.1% | 16.8% | 12.7% | 10.0% | 11.2% | ||
| iShr Intl Select Dividend | IDV | Tactical: Managed | Income: Equity | 12.0% | -6.4% | 10.3% | 4.1% | 52.2% | 29.7% | 26.8% | 13.7% | 10.5% | 8.0% | ||
| Invesco Intl Div | PID | Tactical: Managed | Income: Equity | 24.5% | -6.5% | 14.3% | 3.1% | 24.5% | 10.4% | 13.0% | 8.7% | 8.6% | 6.5% | 5.1% | |
| SPDR S&P Dividend | SDY | Tactical: Managed | Income: Equity | 25.4% | 1.5% | 4.6% | 8.4% | 8.2% | 13.5% | 11.7% | 8.3% | 9.7% | 11.4% | 8.9% | |
| Vanguard Hi Div Yld ETF | VYM | Tactical: Managed | Income: Equity | 26.2% | -0.4% | 6.6% | 17.6% | 15.4% | 20.7% | 18.3% | 12.0% | 11.8% | 12.8% | ||
| Invesco Sr Loan ETF | BKLN | Tactical: Managed | Income: Float Rate | 2.3% | -2.5% | 12.5% | 8.2% | 6.9% | 4.8% | 6.9% | 5.5% | 4.2% | 4.4% | ||
| Invesco Multi-Asset | CVY | Tactical: Managed | Income: Multi | 25.3% | -9.3% | 17.9% | 10.3% | 11.0% | 17.5% | 15.4% | 9.2% | 8.8% | 7.5% | ||
| SPDR Conv Sec | CWB | Tactical: Managed | Income: Multi | 2.2% | -20.8% | 14.2% | 10.1% | 16.6% | 20.4% | 15.7% | 5.2% | 11.4% | 10.8% | ||
| SPDR Inc Alloc | INKM | Tactical: Managed | Income: Multi | 8.5% | -12.6% | 10.3% | 5.7% | 11.0% | 9.7% | 9.8% | 4.0% | 5.3% | |||
| iSh MultiAsset Income | IYLD | Tactical: Managed | Income: Multi | 3.4% | -16.8% | 12.5% | 2.0% | 15.5% | 11.0% | 10.3% | 3.3% | 3.7% | |||
| FirstTrust Multi-Asset | MDIV | Tactical: Managed | Income: Multi | 16.5% | -3.9% | 11.5% | 10.0% | 4.2% | 10.9% | 11.4% | 6.9% | 4.8% | |||
| iShr Preferred ETF | PFF | Tactical: Managed | Income: Multi | 7.1% | -18.2% | 9.2% | 7.2% | 4.9% | 2.1% | 5.9% | 0.7% | 2.9% | 4.5% | ||
| Invesco Preferred ETF | PGX | Tactical: Managed | Income: Multi | 3.2% | -21.2% | 9.5% | 6.5% | 3.5% | -1.7% | 4.2% | -1.3% | 1.9% | 4.0% | ||
| First Trust Focus 5 | FV | Tactical: Managed | Sector Rotation | 21.6% | -3.9% | 11.3% | 14.7% | 7.2% | 20.1% | 16.5% | 9.5% | 13.0% | |||
| iShr Aggressive | AOA | Tactical: Managed | Risk-Driven | 15.4% | -16.2% | 18.3% | 13.5% | 19.6% | 18.2% | 17.0% | 8.8% | 10.4% | 10.3% | ||
| iShr Conservative | AOK | Tactical: Managed | Risk-Driven | 4.9% | -14.2% | 10.7% | 6.6% | 11.3% | 8.0% | 9.2% | 3.4% | 4.9% | 4.9% | ||
| iShr Moderate | AOM | Tactical: Managed | Risk-Driven | 6.9% | -14.5% | 12.4% | 7.9% | 13.3% | 10.1% | 10.7% | 4.5% | 6.0% | 6.1% | ||
| iShr Growth | AOR | Tactical: Managed | Risk-Driven | 11.2% | -15.6% | 15.7% | 10.7% | 16.4% | 14.0% | 13.8% | 6.6% | 8.2% | 8.2% | ||
| Principal GlobMultiStrat | PMSAX | Tactical: Managed | Blended | 5.1% | -2.3% | 2.9% | 9.5% | 10.0% | 11.7% | 8.3% | 5.3% | 4.6% | |||
| Hundredfold Select | SFHYX | Tactical: Managed | Blended | 8.1% | -11.0% | 6.1% | 4.2% | 11.0% | 7.5% | 7.5% | 2.3% | 7.0% | 6.5% | 6.5% | |
| UBS Global Alloc | BPGLX | Tactical: Managed | Global Macro | 8.2% | -17.0% | 9.7% | 10.5% | 19.0% | 17.8% | 14.7% | 5.9% | 7.6% | 6.9% | 5.4% | |
| DFA Select Hedged | DSHGX | Tactical: Managed | Global Macro | 21.6% | -12.9% | 20.1% | 18.9% | 21.4% | 24.3% | 21.2% | 12.5% | 13.0% | |||
| GMO Benchm-Free | GBMFX | Tactical: Managed | Global Macro | 3.0% | -2.2% | 13.4% | 4.6% | 22.9% | 22.9% | 16.0% | 10.1% | 6.7% | 6.1% | 6.2% | |
| Leuthold Global | GLBIX | Tactical: Managed | Global Macro | 15.0% | -7.9% | 8.3% | 1.8% | 17.7% | 17.2% | 12.1% | 6.5% | 6.4% | 6.0% | ||
| GMO Global Alloc | GMWAX | Tactical: Managed | Global Macro | 7.0% | -13.0% | 16.1% | 6.2% | 23.4% | 23.3% | 17.2% | 8.6% | 7.7% | 6.9% | 6.3% | |
| Mac Asset Strategy | IVAEX | Tactical: Managed | Global Macro | 14.0% | -12.8% | 15.8% | 17.0% | 16.5% | 12.6% | 16.0% | 8.5% | 8.2% | 6.5% | 7.0% | |
| Leuthold Core | LCORX | Tactical: Managed | Global Macro | 15.2% | -6.8% | 11.7% | 8.8% | 14.5% | 13.1% | 12.6% | 7.6% | 8.2% | 7.7% | 6.8% | |
| Loomis Global Alloc Y | LSWWX | Tactical: Managed | Global Macro | 14.4% | -23.1% | 22.4% | 15.0% | 13.0% | 14.4% | 15.2% | 6.3% | 9.9% | 9.3% | 9.1% | |
| BlackRock Global I | MALOX | Tactical: Managed | Global Macro | 6.7% | -18.6% | 11.4% | 11.1% | 19.6% | 15.2% | 14.8% | 5.4% | 7.7% | 6.9% | 6.6% | |
| MFS Global Tot Ret | MFWIX | Tactical: Managed | Global Macro | 8.5% | -10.6% | 10.5% | 4.8% | 15.6% | 13.3% | 11.9% | 5.7% | 6.8% | 7.2% | 6.5% | |
| PIMCO All-Asset | PAUIX | Tactical: Managed | Global Macro | 15.5% | -15.6% | 5.7% | 0.9% | 15.4% | 13.7% | 9.6% | 2.8% | 4.5% | 3.6% | 4.6% | |
| Thornburg Inv Income Y | TIBIX | Tactical: Managed | Global Macro | 20.3% | -7.3% | 18.2% | 14.0% | 37.5% | 30.8% | 26.2% | 16.5% | 12.6% | 11.0% | 9.8% | |
| VALIC Global Strat | VGLSX | Tactical: Managed | Global Macro | 8.6% | -16.8% | 15.5% | 13.9% | 20.7% | 20.3% | 18.0% | 8.0% | 7.1% | 6.9% | 6.7% | |
| NYLI Int'l Res | MYITX | Tactical: Managed | Hedged: 130-30 | 10.3% | -16.1% | 13.1% | 8.9% | 38.7% | 28.9% | 22.0% | 10.4% | 7.7% | 7.3% | ||
| MFS Target Return A | DVRAX | Tactical: Managed | Hedged: Abs Return | 3.4% | -5.5% | 7.9% | 9.8% | 10.6% | 5.4% | 8.7% | 5.0% | 4.9% | 4.5% | ||
| EatonVance GlobalMacro | EIGMX | Tactical: Managed | Hedged: Abs Return | 2.2% | -1.7% | 3.4% | 8.0% | 11.9% | 11.6% | 9.1% | 5.5% | 4.4% | 3.7% | 4.4% | |
| Virtus ASG Global | GAFYX | Tactical: Managed | Hedged: Abs Return | 1.3% | -0.5% | -1.3% | 10.7% | 6.7% | 15.0% | 8.1% | 5.4% | 4.5% | 3.6% | ||
| Goldman Sachs Instl | GARTX | Tactical: Managed | Hedged: Abs Return | 6.1% | -6.6% | 7.8% | 7.8% | 9.3% | 11.6% | 8.4% | 5.1% | 5.0% | 4.1% | ||
| Jhancock Multi Abs Ret I | JHAIX | Tactical: Managed | Hedged: Abs Return | 11.8% | -5.3% | 4.9% | 4.2% | 4.5% | 3.9% | 4.0% | 2.4% | 3.2% | |||
| Putnam Short Dur Y | PARYX | Tactical: Managed | Hedged: Abs Return | 0.5% | -5.4% | 2.9% | 1.4% | 4.0% | 1.3% | 2.7% | 0.5% | 1.8% | 1.6% | ||
| Putnam Core Bond Y | PYTRX | Tactical: Managed | Hedged: Abs Return | -3.4% | -2.5% | 5.4% | 1.7% | 7.4% | 2.0% | 4.3% | 1.9% | 2.7% | 2.3% | ||
| AQR Divers N | ADANX | Tactical: Managed | Hedged: Arbitrage | 6.0% | -3.5% | 4.2% | 3.2% | 7.8% | 5.4% | 5.3% | 2.9% | 6.3% | 4.0% | ||
| Arbitrage Fund | ARBNX | Tactical: Managed | Hedged: Arbitrage | 1.0% | -0.5% | 6.1% | 3.3% | 8.3% | 5.2% | 5.9% | 4.0% | 3.6% | 2.9% | 3.4% | |
| BlackRock EmMkt A | BLSAX | Tactical: Managed | Hedged: Long/Short | -4.5% | -21.7% | 9.0% | 7.5% | 29.4% | 36.8% | 21.3% | 6.8% | 6.4% | |||
| Robeco Long/Short I | BPLSX | Tactical: Managed | Hedged: Long/Short | 32.0% | 7.2% | 15.2% | 14.7% | 28.3% | 35.4% | 25.7% | 19.8% | 11.2% | 10.3% | 11.0% | |
| Diamond Hill Long-Short I | DHLSX | Tactical: Managed | Hedged: Long/Short | 19.4% | -8.5% | 9.9% | 11.8% | 19.1% | 8.0% | 11.9% | 6.8% | 7.6% | 8.0% | 6.0% | |
| Cromwell L/S | MFADX | Tactical: Managed | Hedged: Long/Short | 8.3% | 2.8% | 5.1% | 7.7% | 17.3% | 13.9% | 13.1% | 8.8% | 8.5% | 6.2% | ||
| Calamos Market Neu Inc | CVSIX | Tactical: Managed | Hedged: Mkt Neutral | 4.7% | -4.5% | 3.9% | 7.4% | 6.8% | 6.2% | 5.2% | 3.7% | 4.1% | 4.0% | 3.7% | |
| Gabelli ABC AAA | GABCX | Tactical: Managed | Hedged: Mkt Neutral | 4.4% | -1.7% | 6.7% | 8.4% | 5.8% | 5.5% | 7.2% | 5.1% | 4.0% | 3.7% | 3.7% | |
| JPMorgan Mkt Neutral A | JMNAX | Tactical: Managed | Hedged: Mkt Neutral | 3.8% | -2.4% | 8.1% | 14.7% | 3.4% | -3.8% | 4.8% | 4.7% | 4.4% | 2.6% | 2.6% | |
| Vanguard Market Neutral | VMNFX | Tactical: Managed | Hedged: Mkt Neutral | 23.4% | 13.5% | 12.2% | 6.1% | 9.1% | 19.5% | 12.4% | 13.1% | 5.3% | 4.3% | 3.4% | |
| Fidelity Equity | FEQTX | Tactical: Managed | Income: Equity | 22.2% | -1.7% | 11.6% | 14.4% | 13.9% | 22.5% | 16.9% | 11.4% | 11.1% | 11.7% | 8.1% | |
| Fidelity Strategic | FSDIX | Tactical: Managed | Income: Equity | 19.0% | -10.3% | 9.4% | 13.4% | 13.0% | 18.5% | 15.1% | 8.2% | 9.7% | 10.4% | 7.9% | |
| Columbia Div Income | LBSAX | Tactical: Managed | Income: Equity | 26.0% | -5.6% | 10.2% | 16.5% | 15.1% | 18.4% | 16.7% | 10.7% | 12.5% | 12.8% | 10.0% | |
| Invesco Divers Dividend | LCEIX | Tactical: Managed | Income: Equity | 19.0% | -1.6% | 8.3% | 14.5% | 15.2% | 15.2% | 15.2% | 9.9% | 9.2% | 11.0% | 8.6% | |
| BlackRock Eq Dividend | MDDVX | Tactical: Managed | Income: Equity | 20.1% | -14.8% | 12.4% | 11.1% | 21.4% | 24.0% | 19.0% | 9.1% | 10.7% | 10.9% | 8.8% | |
| T. Rowe Equity Income | PRFDX | Tactical: Managed | Income: Equity | 25.7% | -3.3% | 9.7% | 13.6% | 14.2% | 23.9% | 18.1% | 11.3% | 11.6% | 11.7% | 8.7% | |
| Schwab Div Equity | SWDSX | Tactical: Managed | Income: Equity | 28.1% | -6.8% | 5.2% | 18.9% | 14.3% | 16.5% | 16.6% | 9.4% | 9.5% | 10.4% | 7.8% | |
| Vanguard Equity | VEIPX | Tactical: Managed | Income: Equity | 25.5% | -0.2% | 7.7% | 17.3% | 16.4% | 18.1% | 17.5% | 11.7% | 12.1% | 12.9% | 10.0% | |
| Lord Abbett Float Rate | LFRAX | Tactical: Managed | Income: Float Rate | 5.1% | -5.1% | 3.7% | 3.7% | 2.4% | 1.8% | 2.7% | 1.4% | 2.3% | 3.3% | ||
| Calamos Global Opp | CVLOX | Tactical: Managed | Income: Global | 15.8% | -22.2% | 13.6% | 26.2% | 15.9% | 18.8% | 19.9% | 8.6% | 11.0% | 8.7% | 7.6% | |
| Loomis Global Alloc A | LGMAX | Tactical: Managed | Income: Global | 14.1% | -23.3% | 22.2% | 14.8% | 12.8% | 14.1% | 14.9% | 6.0% | 9.6% | 8.9% | 8.7% | |
| Neuberger Berman Eq Inc | NBHAX | Tactical: Managed | Income: Global | 21.3% | -4.1% | 3.4% | 15.2% | 18.7% | 15.7% | 15.8% | 9.7% | 9.5% | 8.9% | ||
| Thornburg Inv Income A | TIBAX | Tactical: Managed | Income: Global | 20.0% | -7.6% | 18.0% | 13.8% | 36.3% | 30.5% | 25.7% | 16.2% | 12.3% | 10.4% | 9.2% | |
| Am Century Target Date | ARTOX | Tactical: Managed | Income: Multi | 8.9% | -13.2% | 11.1% | 8.8% | 10.4% | 8.4% | 9.9% | 4.3% | 6.1% | 6.2% | 5.7% | |
| BlackRock Strat Inc Opp | BASIX | Tactical: Managed | Income: Multi | 0.7% | -7.6% | 3.0% | 0.5% | 5.5% | 0.4% | 2.8% | -0.1% | 2.0% | 2.4% | ||
| Calamos Convertible | CCVIX | Tactical: Managed | Income: Multi | 5.2% | -21.1% | 8.9% | 11.2% | 19.1% | 25.9% | 16.7% | 5.9% | 11.2% | 9.2% | 8.0% | |
| Invesco Convertible Y | CNSDX | Tactical: Managed | Income: Multi | 4.9% | -15.5% | 7.7% | 11.5% | 15.3% | 20.2% | 15.7% | 6.2% | 10.6% | 9.7% | 8.8% | |
| Fidelity Convertibles | FCVSX | Tactical: Managed | Income: Multi | 10.0% | -15.6% | 11.4% | 15.7% | 18.4% | 23.0% | 17.9% | 8.4% | 12.7% | 11.1% | 9.3% | |
| Goldman Sachs Dyn A | GSZAX | Tactical: Managed | Income: Multi | -1.6% | -4.5% | 8.4% | -0.1% | 9.0% | 5.8% | 5.3% | 2.7% | 2.6% | 2.7% | ||
| WestWood REs Inc | KIFYX | Tactical: Managed | Income: Multi | 15.4% | -16.3% | 8.8% | 8.4% | -1.9% | 3.0% | 4.9% | 0.5% | 2.1% | 5.1% | 4.3% | |
| Nuveen Preferred I | NPSRX | Tactical: Managed | Income: Multi | 5.2% | -12.8% | 1.4% | 4.7% | 10.1% | 6.1% | 7.2% | 0.7% | 3.5% | 5.4% | ||
| Pimco Income | PONPX | Tactical: Managed | Income: Multi | 2.5% | -10.9% | 3.2% | -0.5% | 8.2% | 1.3% | 3.1% | -0.3% | 2.5% | 4.5% | ||
| Principal Spectrum | PPSIX | Tactical: Managed | Income: Multi | 3.0% | -10.7% | 5.9% | 9.7% | 7.4% | 3.8% | 7.6% | 2.4% | 4.0% | 5.3% | 5.4% | |
| T. Rowe Price Global | PRSNX | Tactical: Managed | Income: Multi | 0.4% | -17.2% | 6.9% | -0.4% | 3.6% | -1.1% | 2.2% | -2.2% | 1.3% | 2.5% | ||
| T. Rowe Retire Balanced | TRRIX | Tactical: Managed | Income: Multi | 7.5% | -15.3% | 8.0% | 6.5% | 8.4% | 5.8% | 7.5% | 1.9% | 5.0% | 5.3% | 5.0% | |
| Vanguard LifeStrategy | VASIX | Tactical: Managed | Income: Multi | 1.9% | -13.9% | 8.9% | 4.7% | 8.6% | 5.8% | 7.0% | 1.8% | 3.6% | 4.0% | 4.1% | |
| Vanguard Target Retire | VTINX | Tactical: Managed | Income: Multi | 5.2% | -12.8% | 7.5% | 6.4% | 10.6% | 8.0% | 8.0% | 3.0% | 4.8% | 5.0% | 5.1% | |
| Vanguard Wellesley Adm | VWIAX | Tactical: Managed | Income: Multi | 8.6% | -9.0% | 7.1% | 6.6% | 10.1% | 7.3% | 8.5% | 3.7% | 5.7% | 6.6% | 6.5% | |
| Fidelity Muni | FHIGX | Tactical: Managed | Income: Tax Exempt | 2.8% | -11.6% | 4.0% | -1.4% | 0.6% | 1.9% | 0.5% | -2.1% | 0.7% | 2.2% | 2.8% | |
| Nuveen Amer Muni | FLAAX | Tactical: Managed | Income: Tax Exempt | 3.7% | -17.9% | 3.6% | -0.0% | 2.4% | 3.9% | 1.9% | -2.7% | 0.6% | 2.6% | 3.1% | |
| BlackRock Nat'l Muni | MDNLX | Tactical: Managed | Income: Tax Exempt | 1.9% | -11.9% | 2.7% | -1.5% | 1.5% | 1.5% | 0.6% | -2.1% | 0.4% | 2.0% | 2.5% | |
| T. Rowe Summit Muni | PRINX | Tactical: Managed | Income: Tax Exempt | 3.1% | -12.5% | 4.3% | -0.5% | 1.0% | 1.8% | 0.8% | -2.0% | 0.6% | 2.4% | 2.8% | |
| Vanguard LT Tax-Exempt | VWLTX | Tactical: Managed | Income: Tax Exempt | 2.3% | -12.0% | 4.2% | -1.6% | 2.3% | 3.3% | 1.4% | -1.7% | 1.0% | 2.5% | 3.0% | |
| Sound Mind Investing | SMIFX | Tactical: Managed | Momentum | 11.3% | -9.5% | 4.4% | 20.0% | 2.2% | 11.8% | 11.4% | 5.3% | 8.7% | 8.8% | 7.3% | |
| Sector Rotation | NAVFX | Tactical: Managed | Sector Rotation | 15.8% | -17.9% | 24.5% | 25.7% | 13.3% | 12.7% | 18.5% | 9.9% | 11.2% | |||
| FundX ETF | XCOR | Tactical: Managed | Momentum | 10.3% | -24.3% | 14.3% | 29.6% | 12.0% | 16.5% | 19.5% | 6.8% | 10.8% | 10.7% | 7.7% | |
| ALPS Insurance Trust | BETFX | Tactical: Managed | Risk-Driven | 10.8% | -12.9% | 12.2% | 12.0% | 14.8% | 14.3% | 13.9% | 6.7% | 7.5% | 7.2% | ||
| Columbia Thermostat | COTZX | Tactical: Managed | Risk-Driven | 6.4% | -12.9% | 11.7% | 8.3% | 15.0% | 7.0% | 10.8% | 4.5% | 7.7% | 7.5% | 6.9% | |
| Dodge & Cox Balanced | DODBX | Tactical: Managed | Risk-Driven | 19.3% | -7.3% | 13.8% | 10.4% | 12.6% | 10.2% | 12.0% | 7.2% | 9.3% | 10.2% | 7.6% | |
| Fidelity Balanced | FBALX | Tactical: Managed | Risk-Driven | 18.2% | -18.3% | 20.3% | 18.5% | 15.2% | 17.9% | 16.7% | 9.1% | 11.7% | 11.3% | 9.2% | |
| Fidelity Puritan | FPURX | Tactical: Managed | Risk-Driven | 19.0% | -17.7% | 20.2% | 20.9% | 12.3% | 15.9% | 16.4% | 9.0% | 11.4% | 11.0% | 9.0% | |
| Janus Balanced | JANBX | Tactical: Managed | Risk-Driven | 17.2% | -17.3% | 13.2% | 17.9% | 14.0% | 8.6% | 13.8% | 6.4% | 10.2% | 9.9% | 8.8% | |
| Schwab Balanced | SWOBX | Tactical: Managed | Risk-Driven | 14.8% | -18.9% | 16.4% | 15.0% | 12.8% | 10.8% | 13.1% | 5.8% | 8.7% | 8.8% | 7.1% | |
| Vanguard Balanced | VBIAX | Tactical: Managed | Risk-Driven | 14.2% | -16.9% | 17.6% | 16.9% | 11.4% | 12.8% | 14.1% | 7.0% | 9.5% | 9.8% | 8.3% | |
| ValueLine AssetAlloc | VLAAX | Tactical: Managed | Risk-Driven | 11.9% | -19.7% | 21.4% | 11.5% | -2.6% | -8.5% | 4.2% | 0.9% | 6.7% | 8.0% | 7.0% | |
| Vanguard Wellesley Inv | VWINX | Tactical: Managed | Risk-Driven | 8.5% | -9.1% | 7.0% | 6.5% | 10.9% | 7.2% | 8.8% | 3.8% | 5.7% | 6.7% | 6.5% | |
| Vanguard LifeStrat Growth | VASGX | Tactical: Managed | Risk-Driven | 14.4% | -17.2% | 18.7% | 15.3% | 18.6% | 18.4% | 17.5% | 8.8% | 10.6% | 10.2% | 8.0% | |
| Vanguard Wellington Inv | VWELX | Tactical: Managed | Risk-Driven | 19.0% | -14.4% | 14.3% | 17.4% | 16.5% | 12.8% | 15.5% | 8.1% | 10.1% | 10.4% | 8.8% | |
| Vanguard STAR Inv | VGSTX | Tactical: Managed | Risk-Driven | 9.7% | -18.1% | 16.2% | 11.0% | 15.9% | 13.7% | 13.8% | 5.7% | 9.2% | 9.2% | 7.8% | |
| FPA Crescent | FPACX | Tactical: Managed | Risk-Driven | 15.2% | -9.7% | 15.9% | 14.7% | 17.7% | 14.5% | 15.0% | 9.0% | 9.9% | 9.7% | 8.6% | |
| Allspring Asset Alloc | WFAIX | Tactical: Managed | Risk-Driven | 16.0% | -16.9% | 16.8% | 17.5% | 11.3% | 12.4% | 14.1% | 7.1% | 9.4% | 10.7% | 8.4% | |