All Portfolios, ranked by Sortino

for period ending September 30, 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

Sortino is a measure of risk-adjusted return that uses downside deviation and average returns. Higher is better.

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        Sortino   Total Return, annualized
Recipe Name ID Peer Group Category 1 year 3 year 5 year 10 year 15 year 20 year   1 year 3 year 5 year 10 year 15 year 20 year
      Group average  
   
U.S. Total Bond Market BND Benchmark Benchmark -1.38 -0.02 -0.84 -0.35 -0.01 0.36   -1.5% 4.2% -0.6% 1.1% 1.8% 2.9%
S&P 500 SPY Benchmark Benchmark 2.12 2.88 0.92 1.26 1.55 0.97   15.7% 22.8% 13.7% 15.2% 15.6% 11.1%
Strategic 50-50 s.5050 Strategic: DIY Balanced 0.75 1.85 0.24 0.81 1.19 0.92   6.8% 13.1% 6.0% 8.0% 8.5% 7.2%
Strategic 60-40 Portfolio s.6040 Benchmark Benchmark 1.08 2.08 0.39 0.92 1.28 0.93   8.5% 14.9% 7.3% 9.3% 9.9% 8.0%
7Twelve Israelson s.712 Strategic: DIY Balanced 2.27 1.86 0.33 0.60 0.74     13.4% 13.4% 6.8% 7.2% 6.9%  
Couch Potato: Scott Burns s.couc Strategic: DIY Balanced 0.68 1.91 0.26 0.85 1.16 0.87   6.4% 12.8% 6.2% 8.4% 8.6% 7.3%
Ben Graham 50-50 s.grah Strategic: DIY Balanced 0.56 1.41 0.19 0.54 0.83 0.61   6.6% 11.6% 5.6% 6.4% 6.9% 5.7%
Safe Haven Portfolio s.have Strategic: DIY Balanced 0.33 1.86 0.55 0.66 0.78     5.9% 16.4% 8.8% 7.4% 6.9%  
Six Ways from Sunday s.lazy Strategic: DIY Balanced 1.58 1.48 0.35 0.53 0.74     11.3% 12.6% 7.2% 7.0% 7.3%  
ETF Moderate s.mode Strategic: DIY Balanced 0.73 1.69 0.17 0.65 0.94     7.5% 13.4% 5.4% 7.4% 8.0%  
David Swensen inspired s.swen Strategic: DIY Balanced 0.54 1.36 0.10 0.57 0.92     6.9% 13.2% 4.7% 7.3% 8.4%  
Lazy: Ultimate Buy & Hold s.buyh Strategic: DIY Balanced 0.72 1.36 0.10 0.53 0.81 0.58   7.9% 11.6% 4.9% 6.3% 6.8% 5.7%
Lazy: Coffeehouse s.coff Strategic: DIY Balanced 0.50 1.15 0.05 0.51 0.89 0.64   6.4% 11.2% 4.3% 6.4% 7.6% 6.3%
Lazy: Margaritaville s.marg Strategic: DIY Balanced 1.14 2.16 0.32 0.76 0.97 0.66   10.4% 15.3% 6.9% 8.5% 8.5% 6.7%
Lazy: Smart Money s.smar Strategic: DIY Balanced 0.98 1.64 0.26 0.66 0.99 0.67   8.7% 12.5% 6.1% 7.3% 8.0% 6.4%
Strategic 70-30 Portfolio s.7030 Strategic: DIY High Equity 1.37 2.27 0.51 1.01 1.35 0.93   10.2% 16.7% 8.6% 10.7% 11.2% 8.8%
Strategic 80-20 Portfolio s.8020 Strategic: DIY High Equity 1.63 2.43 0.62 1.07 1.40 0.93   11.9% 18.6% 9.9% 12.0% 12.6% 9.6%
ETF Aggressive s.aggr Strategic: DIY High Equity 1.02 1.85 0.35 0.75 0.91     10.4% 15.6% 7.2% 9.1% 9.0%  
Ben Stein inspired s.bens Strategic: DIY High Equity 2.03 2.64 0.66 0.91 1.11 0.70   14.7% 17.4% 9.8% 10.0% 9.9% 7.5%
Low Volatility Portfolio s.lowv Strategic: DIY High Equity 0.24 1.26 0.08 0.47       4.6% 9.0% 4.8% 5.1%    
Lazy: Aronson s.aron Strategic: DIY High Equity 1.08 1.74 0.21 0.68 0.95 0.69   11.0% 15.3% 5.8% 8.2% 8.7% 7.2%
Lazy: No Brainer s.nobr Strategic: DIY High Equity 0.87 1.77 0.35 0.75 1.03 0.69   9.2% 15.3% 7.2% 9.1% 9.7% 7.5%
Lazy: Second Grader s.seco Strategic: DIY High Equity 1.62 2.56 0.64 0.98 1.21 0.76   14.3% 19.9% 10.3% 11.7% 11.8% 8.7%
Lazy: Yale Unconventional s.yale Strategic: DIY High Equity 0.50 1.39 0.07 0.55 0.89 0.63   6.7% 13.3% 4.4% 7.1% 8.3% 6.8%
Harry Browne inspired s.brow Strategic: DIY Low Equity 0.12 1.90 0.26 0.71 0.86 1.04   4.1% 14.1% 6.1% 6.6% 6.0% 6.9%
Ray Dalio inspired s.dali Strategic: DIY Low Equity 0.24 1.48 -0.10 0.43 0.67     4.6% 10.0% 3.5% 5.1% 5.1%  
Ivy Portfolio s.ivyp Strategic: DIY Low Equity 3.45 2.16 0.38 0.71 0.83     15.8% 14.3% 7.3% 8.1% 7.6%  
No Equity Portfolio s.noeq Strategic: DIY Low Equity -0.21 1.18 0.01 0.32 0.50 0.68   0.5% 13.5% 3.8% 4.9% 5.2% 6.8%
Permanent Plus s.plus Strategic: DIY Low Equity -0.03 2.14 0.42 0.92 1.00 1.16   2.6% 18.3% 7.9% 9.3% 8.2% 9.2%
Black Swan Hyperinflation s.swan Strategic: DIY Low Equity 2.05 2.15 1.22 0.85 0.46     23.6% 18.3% 14.5% 9.6% 5.2%  
Talmud Dividend Equities s.talm Strategic: DIY Low Equity 0.31 1.67 0.58 0.76 0.97 0.81   6.0% 17.5% 9.6% 8.9% 9.0% 8.7%
Worst Case Scenario s.wors Strategic: DIY Low Equity -0.28 0.35 -0.68 -0.27 -0.57     2.2% 5.4% 0.7% 1.5% -0.7%  
Talmud with Blue Chip s.talc Strategic: DIY Low Equity 0.09 0.95 0.03 0.51 0.90 0.65   3.9% 10.2% 4.1% 6.4% 7.8% 6.6%
Talmud Broad Market s.talb Strategic: DIY Low Equity 0.32 1.26 0.08 0.55 0.95 0.64   5.2% 12.2% 4.6% 6.9% 8.5% 6.9%
Talmud with Small Cap s.tals Strategic: DIY Low Equity 0.51 0.95 -0.01 0.40 0.78 0.51   6.5% 10.8% 3.6% 5.8% 7.4% 5.9%
Talmud Equities and Gold s.talg Strategic: DIY Low Equity 0.58 2.36 0.73 0.97 1.13 0.88   8.8% 21.5% 11.2% 10.8% 10.3% 9.6%
S&P 500 Equal Weight RSP Tactical: Managed Equal Weight 0.96 1.39 0.45 0.83 1.19 0.77   11.4% 15.5% 8.6% 11.4% 13.2% 9.8%
Permanent Portfolio PRPFX Tactical: Managed Low Equity 0.62 2.48 1.00 1.10 0.98 0.97   8.7% 19.9% 12.0% 10.2% 7.8% 8.1%
Adaptive Allocation A t.aaaa Tactical: DIY Adaptive 0.87 2.40 0.39 0.88 0.96 1.32   9.7% 18.0% 7.4% 9.1% 8.3% 10.6%
Adaptive Allocation B t.aaab Tactical: DIY Adaptive 2.14 2.54 0.36 0.76 0.88 1.24   19.9% 18.8% 7.3% 8.5% 8.0% 10.4%
Adaptive Allocation C t.aaac Tactical: DIY Adaptive 2.36 2.79 0.41 0.76 0.90 1.25   20.7% 19.6% 7.7% 8.5% 8.1% 10.4%
Adaptive Allocation D t.aaad Tactical: DIY Adaptive 0.33 1.25 0.34 0.97 1.03 1.30   6.3% 13.6% 7.2% 10.7% 9.6% 11.9%
Adaptive Allocation E t.aaae Tactical: DIY Adaptive 2.34 2.99 0.64 1.11 1.17 1.35   21.1% 22.3% 9.9% 11.6% 10.2% 12.0%
Adaptive Allocation F t.aaaf Tactical: DIY Adaptive 1.41 2.81 0.98 1.48 1.91 1.98   15.8% 23.5% 12.4% 13.2% 13.6% 14.4%
Minimum Correlation t.coco Tactical: DIY Correlation 0.16 1.84 0.18 0.60 0.85 0.97   4.4% 16.6% 5.5% 7.1% 7.4% 8.4%
Maximum Diversification t.mdiv Tactical: DIY Diversification -0.01 1.64 0.09 0.44 0.75 0.99   3.0% 14.6% 4.7% 5.7% 6.6% 8.1%
Equal Weight With Cluster t.dist Tactical: DIY Correlation 0.14 1.52 0.19 0.51 0.65 0.86   4.3% 15.0% 5.6% 6.5% 6.3% 7.7%
Minimum Mean Abs Deviation t.madm Tactical: DIY Risk-Driven -0.40 1.71 0.22 0.71 1.04 1.19   -0.2% 14.7% 5.9% 7.4% 7.9% 8.8%
Minimum Variance A t.mvar Tactical: DIY Risk-Driven -0.39 1.60 0.30 0.77 1.07 1.22   0.0% 14.1% 6.5% 7.9% 8.1% 9.0%
Risk Parity Portfolio A t.rpba Tactical: DIY Risk-Driven 0.88 2.20 0.46 0.87 1.13 0.97   10.3% 18.3% 8.3% 9.7% 9.9% 9.2%
Maximum Sortino Portfolio t.sort Tactical: DIY Risk/Reward 0.99 1.24 0.19 1.01 1.04 1.19   12.8% 12.8% 5.6% 10.1% 8.7% 10.1%
Equal Weight Portfolio t.eqwt Tactical: DIY Equal Weight 1.08 2.17 0.46 0.87 1.09 0.83   12.3% 19.1% 8.4% 10.1% 10.1% 8.8%
Faber Rel Strength: Top 1 t.frs1 Tactical: DIY Momentum 0.40 0.54 0.27 0.66 0.66 0.87   7.7% 9.5% 6.6% 8.8% 7.4% 9.8%
Faber Rel Strength: Top 2 t.frs2 Tactical: DIY Momentum 3.23 1.73 1.02 1.13 1.13 1.03   23.5% 16.1% 12.1% 10.9% 9.5% 9.6%
Faber Rel Strength: Top 3 t.frs3 Tactical: DIY Momentum 4.27 1.69 0.79 1.40 1.54 1.27   20.6% 14.3% 9.4% 10.7% 10.0% 9.4%
Faber Rel Strength: Top 4 t.frs4 Tactical: DIY Momentum 3.20 1.51 0.39 0.95 1.02 1.00   15.0% 11.3% 6.5% 7.6% 6.6% 7.0%
Pure Momentum t.pure Tactical: DIY Momentum 1.46 0.96 0.32 0.90 0.90 1.43   20.5% 13.6% 7.1% 12.0% 10.2% 15.8%
Quartile Sector Rotation t.srqr Tactical: DIY Sector Rotation 2.90 3.28 1.79 1.35 1.55 1.28   75.0% 70.1% 43.9% 27.6% 28.9% 22.4%
Rel Strength Sector Rotatn t.srrs Tactical: DIY Sector Rotation 1.25 1.29 0.57 1.04 1.33 1.09   11.1% 12.9% 9.0% 11.1% 11.5% 9.7%
Top 5 Sector Rotation t.srt5 Tactical: DIY Sector Rotation 3.58 3.18 1.30 1.47 1.69 1.11   42.2% 33.2% 19.6% 18.0% 18.0% 13.8%
Top 3 Sector Rotation t.srt3 Tactical: DIY Sector Rotation 0.95 1.06 0.76 0.93 1.23 0.95   15.2% 16.1% 11.7% 11.2% 12.4% 10.9%
Minimum CdaR t.cdar Tactical: DIY Risk-Driven -0.43 1.09 0.04 0.71 0.97 1.13   -0.4% 11.8% 4.3% 7.7% 8.0% 9.3%
Minimum CvaR t.cvar Tactical: DIY Risk-Driven -0.08 2.30 0.45 0.69 0.97 1.17   2.4% 17.6% 7.7% 7.2% 7.6% 8.6%
Equal Risk Contribution t.eqrc Tactical: DIY Risk-Driven 0.58 1.84 0.29 0.71 0.95 1.06   7.9% 16.2% 6.6% 7.8% 7.9% 8.6%
Minimum Drawdown t.loss Tactical: DIY Risk-Driven 0.72 2.30 0.50 0.84 1.03 1.18   9.1% 18.2% 8.0% 8.1% 7.8% 9.0%
Minimum Downside MAD t.madd Tactical: DIY Risk-Driven -0.40 1.71 0.22 0.71 1.04 1.18   -0.2% 14.7% 5.9% 7.4% 7.9% 8.8%
Minimum Correlation A t.mca1 Tactical: DIY Risk-Driven 0.10 1.43 0.12 0.54 0.77 0.94   3.9% 13.7% 4.9% 6.4% 6.6% 7.7%
Minimum Correlation B t.mca2 Tactical: DIY Risk-Driven 0.52 1.75 0.28 0.68 0.89 1.01   7.4% 15.7% 6.4% 7.5% 7.4% 8.2%
Minimum Variance B t.mva2 Tactical: DIY Risk-Driven -0.31 1.34 0.12 0.52 0.79 1.05   0.6% 12.8% 5.0% 6.1% 6.5% 8.1%
Minimum Variance C t.mva3 Tactical: DIY Risk-Driven 0.07 1.88 0.36 0.79 1.10 1.30   3.7% 15.9% 7.1% 8.1% 8.4% 9.6%
Min Downside Deviation t.risd Tactical: DIY Risk-Driven -0.41 1.30 0.17 0.74 1.00 1.14   -0.3% 12.6% 5.4% 7.6% 7.7% 8.6%
Risk Parity With Cluster t.rpcl Tactical: DIY Risk-Driven 0.03 1.49 0.20 0.50 0.64 0.93   3.3% 14.1% 5.7% 6.2% 5.9% 7.7%
Risk Parity Portfolio B t.rsop Tactical: DIY Risk-Driven 0.94 2.16 0.46 0.86 1.11 0.93   10.8% 18.2% 8.3% 9.7% 9.8% 9.0%
Target Return 12% t.tret Tactical: DIY Risk-Driven 0.47 1.54 -0.04 0.49 0.82 1.14   6.4% 12.9% 3.5% 6.3% 7.3% 9.2%
Target Risk 10% t.tris Tactical: DIY Risk-Driven 0.52 1.53 0.44 0.81 0.75 0.96   7.6% 14.0% 7.7% 8.5% 6.8% 8.1%
Maximum Sharpe Portfolio t.shar Tactical: DIY Risk/Reward 0.90 1.44 0.24 1.04 1.10 1.25   11.8% 14.0% 6.1% 10.3% 9.1% 10.4%
Target Return Post-Modern t.trdd Tactical: DIY Target Return 0.37 1.31 -0.11 0.43 0.73 1.08   6.0% 11.9% 2.7% 5.8% 6.7% 8.9%
Active Combined Asset t.acap Tactical: DIY Momentum 0.16 1.84 0.30 0.46 0.78 0.86   4.3% 17.7% 6.7% 6.1% 7.2% 7.9%
Quarterly Asset Rotation t.qaro Tactical: DIY Momentum -0.63 1.05 0.20 0.53 0.42 0.56   -3.9% 12.0% 5.6% 6.3% 4.4% 5.2%
Defensive Bond t.dbnd Tactical: DIY Momentum -1.09 0.38 -0.13 0.41 0.57     -1.6% 5.6% 3.5% 4.4% 4.1%  
Dynamic Harry Browne t.dyhb Tactical: DIY Momentum -0.14 1.03 -0.09 0.56 0.45 1.00   2.3% 9.1% 3.9% 5.3% 3.8% 6.2%
Hedge Replication HDG Tactical: Managed Blended 1.52 1.10 -0.19 0.23 0.38     8.1% 7.5% 3.4% 3.7% 3.4%  
Inv Dorsey Wright PDP Tactical: Managed Blended 0.99 1.46 0.46 0.89 1.13     16.8% 21.6% 9.3% 12.8% 13.4%  
NYLI Hedge Multi-Strat QAI Tactical: Managed Blended 0.99 1.33 -0.01 0.20 0.39     7.2% 8.5% 4.3% 3.6% 3.3%  
ProShares Lg Cap CSM Tactical: Managed Hedged: 130-30 1.78 2.68 0.83 1.09 1.41     14.6% 22.5% 12.9% 14.1% 15.0%  
MultiAsset ETF RLY Tactical: Managed Hedged: Abs Return 2.51 1.57 0.69 0.61       21.1% 13.9% 10.7% 8.1%    
NYLI Merger Arbitrage MNA Tactical: Managed Hedged: Arbitrage -0.96 0.69 -0.59 0.01 0.42     2.6% 5.7% 2.5% 2.7% 3.3%  
AGF AntiBeta BTAL Tactical: Managed Hedged: Mkt Neutral -1.67 -1.06 -0.56 -0.47 -0.42     -22.7% -12.0% -4.3% -4.1% -4.0%  
WisdmTr EM HiYld DEM Tactical: Managed Income: Equity 4.76 3.07 0.79 0.72 0.49     25.3% 19.2% 11.1% 9.4% 6.0%  
WisdmTr EM SmCap DGS Tactical: Managed Income: Equity 1.20 1.38 0.41 0.58 0.58     15.0% 14.9% 7.8% 8.4% 7.2%  
WisdomTree ex-US DLN Tactical: Managed Income: Equity 1.81 2.29 0.94 1.05 1.38 0.83   13.8% 18.9% 12.8% 12.4% 13.2% 9.4%
WisdmTr Intl SmCap DLS Tactical: Managed Income: Equity 1.03 1.83 0.38 0.49 0.71 0.45   13.7% 19.5% 7.8% 7.5% 8.6% 6.2%
iShares Select Dividend DVY Tactical: Managed Income: Equity 1.04 1.54 0.55 0.69 1.08 0.64   10.8% 16.3% 9.7% 9.7% 11.8% 8.1%
SPDR S&P Int'l DWX Tactical: Managed Income: Equity 1.11 1.73 0.45 0.47 0.41     11.8% 16.4% 8.4% 6.8% 5.1%  
iShares Core Hi Div HDV Tactical: Managed Income: Equity 1.98 1.63 0.85 0.74 1.11     17.8% 16.0% 12.1% 9.4% 11.0%  
iShr Intl Select Dividend IDV Tactical: Managed Income: Equity 2.07 2.74 0.82 0.65 0.68     22.2% 25.4% 13.6% 9.7% 8.6%  
Invesco Intl Div PID Tactical: Managed Income: Equity 0.12 1.11 0.38 0.49 0.52 0.34   4.1% 12.6% 7.8% 7.7% 6.7% 4.7%
SPDR S&P Dividend SDY Tactical: Managed Income: Equity 0.48 0.89 0.44 0.70 1.12 0.73   7.3% 11.3% 8.1% 9.2% 11.4% 8.5%
Vanguard Hi Div Yld ETF VYM Tactical: Managed Income: Equity 1.35 1.97 0.81 0.93 1.32     12.8% 17.7% 11.6% 11.3% 12.8%  
Invesco Sr Loan ETF BKLN Tactical: Managed Income: Float Rate 0.14 1.32 0.24 0.38 0.78     4.0% 6.7% 5.4% 4.2% 4.4%  
Invesco Multi-Asset CVY Tactical: Managed Income: Multi 0.85 1.19 0.40 0.50 0.57 0.41   10.2% 13.5% 8.1% 8.2% 7.6% 5.6%
SPDR Conv Sec CWB Tactical: Managed Income: Multi 1.38 1.77 0.19 0.98 1.22     13.6% 16.4% 5.5% 11.1% 11.2%  
SPDR Inc Alloc INKM Tactical: Managed Income: Multi 0.18 1.09 -0.06 0.31       4.4% 9.7% 3.6% 4.9%    
iSh MultiAsset Income IYLD Tactical: Managed Income: Multi 0.80 1.49 -0.12 0.14       6.9% 10.0% 3.2% 3.5%    
FirstTrust Multi-Asset MDIV Tactical: Managed Income: Multi 0.50 1.08 0.24 0.25       6.5% 10.0% 6.1% 4.6%    
iShr Preferred ETF PFF Tactical: Managed Income: Multi -0.85 0.24 -0.42 0.06 0.49     -1.6% 5.5% 0.4% 2.8% 4.6%  
Invesco Preferred ETF PGX Tactical: Managed Income: Multi -1.64 -0.07 -0.60 -0.08 0.37     -7.6% 3.3% -2.0% 1.6% 3.9%  
First Trust Focus 5 FV Tactical: Managed Sector Rotation 1.33 1.39 0.57 0.91       19.0% 18.7% 10.6% 12.9%    
iShr Aggressive AOA Tactical: Managed Risk-Driven 1.52 2.45 0.57 0.89 1.18     12.9% 17.9% 9.2% 10.1% 10.7%  
iShr Conservative AOK Tactical: Managed Risk-Driven 0.09 1.27 -0.13 0.38 0.69     3.9% 9.5% 3.3% 4.7% 4.9%  
iShr Moderate AOM Tactical: Managed Risk-Driven 0.46 1.59 0.05 0.54 0.86     5.7% 11.2% 4.5% 5.8% 6.1%  
iShr Growth AOR Tactical: Managed Risk-Driven 1.07 2.06 0.34 0.75 1.06     9.3% 14.5% 6.9% 7.9% 8.4%  
Principal GlobMultiStrat PMSAX Tactical: Managed Blended 2.72 1.49 0.28 0.44       9.4% 8.3% 5.6% 4.5%    
Hundredfold Select SFHYX Tactical: Managed Blended 0.58 1.07 -0.34 1.05 1.35 1.33   6.0% 8.1% 2.7% 7.0% 6.6% 6.5%
UBS Global Alloc BPGLX Tactical: Managed Global Macro 0.99 1.82 0.22 0.64 0.82 0.46   10.9% 15.3% 5.9% 7.3% 7.2% 5.2%
DFA Select Hedged DSHGX Tactical: Managed Global Macro 2.10 2.84 0.93 1.02       18.6% 21.8% 12.9% 12.7%    
GMO Benchm-Free GBMFX Tactical: Managed Global Macro 3.05 2.54 0.91 0.64 0.81 0.85   19.5% 15.4% 9.8% 6.5% 6.1% 6.1%
Leuthold Global GLBIX Tactical: Managed Global Macro 1.94 1.51 0.38 0.55 0.79     14.1% 12.4% 6.9% 6.2% 6.4%  
GMO Global Alloc GMWAX Tactical: Managed Global Macro 2.58 2.49 0.59 0.69 0.85 0.71   19.3% 17.3% 8.8% 7.5% 7.1% 6.2%
Mac Asset Strategy IVAEX Tactical: Managed Global Macro 0.48 2.12 0.55 0.56 0.64 0.59   6.8% 16.2% 8.7% 8.0% 7.4% 6.9%
Leuthold Core LCORX Tactical: Managed Global Macro 0.70 1.42 0.52 0.88 1.12 0.70   7.5% 12.9% 7.9% 8.1% 8.1% 6.7%
Loomis Global Alloc Y LSWWX Tactical: Managed Global Macro 0.66 1.71 0.25 0.78 1.02 0.80   7.8% 15.2% 6.3% 9.3% 9.7% 8.8%
BlackRock Global I MALOX Tactical: Managed Global Macro 1.00 1.95 0.20 0.69 0.89 0.72   10.5% 15.6% 5.7% 7.5% 7.3% 6.5%
MFS Global Tot Ret MFWIX Tactical: Managed Global Macro 0.68 1.32 0.17 0.54 0.88 0.69   8.0% 11.8% 5.4% 6.3% 7.3% 6.3%
PIMCO All-Asset PAUIX Tactical: Managed Global Macro 0.47 0.81 -0.19 0.19 0.30 0.41   6.8% 9.0% 2.1% 3.9% 3.7% 4.4%
Thornburg Inv Income Y TIBIX Tactical: Managed Global Macro 3.99 5.43 1.60 1.09 1.19 0.92   24.0% 25.4% 16.6% 12.3% 11.2% 9.5%
VALIC Global Strat VGLSX Tactical: Managed Global Macro 1.82 2.74 0.54 0.59 0.81 0.66   14.7% 18.5% 8.6% 6.9% 7.4% 6.6%
NYLI Int'l Res MYITX Tactical: Managed Hedged: 130-30 1.65 2.45 0.61 0.49 0.68     20.2% 22.7% 10.5% 7.2% 8.1%  
MFS Target Return A DVRAX Tactical: Managed Hedged: Abs Return -0.11 2.06 0.17 0.54 0.72     3.3% 8.7% 5.1% 4.8% 4.3%  
EatonVance GlobalMacro EIGMX Tactical: Managed Hedged: Abs Return 4.41 4.13 0.37 0.54 0.75 1.06   11.3% 9.8% 5.7% 4.5% 3.9% 4.4%
Virtus ASG Global GAFYX Tactical: Managed Hedged: Abs Return 2.25 0.90 0.33 0.39 0.44     14.0% 8.4% 6.0% 4.5% 3.9%  
Goldman Sachs Instl GARTX Tactical: Managed Hedged: Abs Return 1.65 1.41 0.21 0.50 0.63     9.5% 8.9% 5.5% 5.0% 4.3%  
Jhancock Multi Abs Ret I JHAIX Tactical: Managed Hedged: Abs Return -0.47 -0.00 -0.28 0.10       0.2% 4.1% 2.6% 3.1%    
Putnam Short Dur Y PARYX Tactical: Managed Hedged: Abs Return -1.85 -1.13 -1.41 -0.42 -0.12     0.5% 2.5% 0.4% 1.8% 1.6%  
Putnam Core Bond Y PYTRX Tactical: Managed Hedged: Abs Return -1.33 -0.00 -0.69 -0.10 0.11     -1.9% 4.2% 1.3% 2.3% 2.2%  
AQR Divers N ADANX Tactical: Managed Hedged: Arbitrage 2.87 0.59 -0.52 0.98 0.68     5.3% 5.3% 2.9% 6.3% 4.0%  
Arbitrage Fund ARBNX Tactical: Managed Hedged: Arbitrage 3.38 1.08 -0.17 0.37 0.53 0.65   5.4% 6.1% 4.0% 3.7% 3.0% 3.4%
BlackRock EmMkt A BLSAX Tactical: Managed Hedged: Long/Short 2.02 2.13 0.38 0.41       29.6% 22.4% 7.6% 6.3%    
Robeco Long/Short I BPLSX Tactical: Managed Hedged: Long/Short 6.79 4.28 2.11 1.06 1.23 1.16   30.9% 25.7% 19.6% 11.1% 10.4% 10.9%
Diamond Hill Long-Short I DHLSX Tactical: Managed Hedged: Long/Short -0.07 1.32 0.29 0.56 0.87 0.57   2.6% 10.8% 6.4% 7.1% 8.2% 5.9%
Cromwell L/S MFADX Tactical: Managed Hedged: Long/Short 1.83 1.81 0.82 0.85 0.73     12.0% 13.1% 9.8% 8.6% 6.2%  
Calamos Market Neu Inc CVSIX Tactical: Managed Hedged: Mkt Neutral 1.68 0.31 -0.19 0.43 0.87 0.55   5.4% 5.2% 3.8% 4.1% 4.2% 3.6%
Gabelli ABC AAA GABCX Tactical: Managed Hedged: Mkt Neutral 0.29 1.20 0.12 0.39 0.81 0.78   4.4% 7.1% 4.9% 3.8% 3.7% 3.7%
JPMorgan Mkt Neutral A JMNAX Tactical: Managed Hedged: Mkt Neutral -1.42 0.29 0.12 0.55 0.33 0.34   -1.9% 5.2% 4.9% 4.5% 2.8% 2.7%
Vanguard Market Neutral VMNFX Tactical: Managed Hedged: Mkt Neutral 6.87 2.63 2.89 0.78 0.83 0.52   21.0% 12.3% 13.8% 5.7% 4.7% 3.5%
Fidelity Equity FEQTX Tactical: Managed Income: Equity 1.44 1.54 0.72 0.82 1.16 0.62   15.8% 16.1% 11.0% 10.6% 12.0% 7.7%
Fidelity Strategic FSDIX Tactical: Managed Income: Equity 1.55 1.78 0.50 0.86 1.28 0.69   12.8% 15.2% 8.2% 9.4% 10.6% 7.7%
Columbia Div Income LBSAX Tactical: Managed Income: Equity 1.43 2.00 0.77 1.09 1.42 0.94   11.9% 16.8% 11.0% 12.2% 12.9% 9.7%
Invesco Divers Dividend LCEIX Tactical: Managed Income: Equity 0.97 1.63 0.62 0.71 1.17 0.74   10.2% 15.6% 9.8% 8.9% 11.1% 8.3%
BlackRock Eq Dividend MDDVX Tactical: Managed Income: Equity 1.94 2.08 0.50 0.83 1.09 0.78   18.9% 18.8% 8.8% 10.5% 11.2% 8.6%
T. Rowe Equity Income PRFDX Tactical: Managed Income: Equity 2.26 1.91 0.70 0.83 1.10 0.68   19.4% 18.1% 11.1% 11.2% 12.0% 8.4%
Schwab Div Equity SWDSX Tactical: Managed Income: Equity 0.94 1.94 0.57 0.66 0.96 0.63   9.6% 16.8% 9.3% 9.1% 10.5% 7.5%
Vanguard Equity VEIPX Tactical: Managed Income: Equity 1.13 1.93 0.79 0.98 1.35 0.87   11.5% 17.0% 11.4% 11.6% 12.9% 9.6%
Lord Abbett Float Rate LFRAX Tactical: Managed Income: Float Rate -0.92 -0.89 -0.89 -0.08 0.34     1.8% 2.7% 1.2% 2.2% 3.3%  
Calamos Global Opp CVLOX Tactical: Managed Income: Global 1.24 2.52 0.56 0.93 0.95 0.70   13.8% 21.9% 9.5% 10.9% 9.2% 7.5%
Loomis Global Alloc A LGMAX Tactical: Managed Income: Global 0.62 1.67 0.23 0.74 0.97 0.76   7.5% 14.9% 6.0% 9.1% 9.3% 8.4%
Neuberger Berman Eq Inc NBHAX Tactical: Managed Income: Global 0.36 1.46 0.53 0.68 0.89     6.3% 15.0% 9.2% 8.8% 9.0%  
Thornburg Inv Income A TIBAX Tactical: Managed Income: Global 3.89 5.24 1.54 1.05 1.12 0.86   23.7% 24.9% 16.2% 12.0% 10.6% 9.0%
Am Century Target Date ARTOX Tactical: Managed Income: Multi 0.27 1.35 0.01 0.53 0.88 0.70   4.8% 10.2% 4.3% 5.8% 6.4% 5.5%
BlackRock Strat Inc Opp BASIX Tactical: Managed Income: Multi -1.51 -0.50 -1.14 -0.25 0.18     -1.7% 2.7% -0.3% 1.8% 2.4%  
Calamos Convertible CCVIX Tactical: Managed Income: Multi 1.88 1.77 0.24 1.02 1.06 0.80   18.5% 17.3% 6.0% 11.0% 9.6% 7.9%
Invesco Convertible Y CNSDX Tactical: Managed Income: Multi 1.31 1.70 0.26 1.00 1.19 0.87   13.8% 16.1% 6.1% 10.4% 10.0% 8.6%
Fidelity Convertibles FCVSX Tactical: Managed Income: Multi 1.63 1.97 0.50 1.25 1.34 0.77   16.0% 18.3% 8.6% 12.4% 11.6% 9.3%
Goldman Sachs Dyn A GSZAX Tactical: Managed Income: Multi 0.28 0.34 -0.55 -0.06 0.28     4.3% 5.1% 2.5% 2.5% 2.7%  
WestWood REs Inc KIFYX Tactical: Managed Income: Multi -0.87 0.25 -0.46 0.01 0.41 0.29   -1.3% 5.4% -0.1% 1.9% 5.0% 4.0%
Nuveen Preferred I NPSRX Tactical: Managed Income: Multi -0.32 0.82 -0.60 0.12 0.67     2.4% 6.9% 0.3% 3.3% 5.6%  
Pimco Income PONPX Tactical: Managed Income: Multi -1.17 -0.40 -0.94 -0.12 0.60     -2.4% 2.6% -0.9% 2.1% 4.3%  
Principal Spectrum PPSIX Tactical: Managed Income: Multi -0.93 0.87 -0.42 0.21 0.74 0.51   -0.0% 6.9% 1.9% 3.8% 5.4% 5.2%
T. Rowe Price Global PRSNX Tactical: Managed Income: Multi -2.01 -0.72 -1.21 -0.29 0.17     -3.0% 2.1% -2.4% 1.2% 2.5%  
T. Rowe Retire Balanced TRRIX Tactical: Managed Income: Multi -0.23 0.87 -0.35 0.37 0.73 0.59   2.4% 7.7% 1.9% 4.8% 5.5% 4.9%
Vanguard LifeStrategy VASIX Tactical: Managed Income: Multi -0.36 0.76 -0.42 0.14 0.55 0.56   2.0% 7.2% 1.6% 3.3% 4.0% 4.0%
Vanguard Target Retire VTINX Tactical: Managed Income: Multi 0.20 1.07 -0.21 0.39 0.77 0.73   4.4% 8.2% 3.0% 4.6% 5.0% 4.9%
Vanguard Wellesley Adm VWIAX Tactical: Managed Income: Multi -0.18 0.90 -0.11 0.48 0.98 0.93   2.5% 8.4% 3.4% 5.3% 6.5% 6.3%
Fidelity Muni FHIGX Tactical: Managed Income: Tax Exempt -1.36 -0.84 -1.12 -0.45 0.02 0.20   -4.5% 0.2% -2.8% 0.3% 1.8% 2.5%
Nuveen Amer Muni FLAAX Tactical: Managed Income: Tax Exempt -1.13 -0.60 -1.05 -0.40 0.08 0.24   -3.4% 1.3% -3.4% 0.2% 2.1% 2.8%
BlackRock Nat'l Muni MDNLX Tactical: Managed Income: Tax Exempt -1.40 -1.03 -1.13 -0.51 -0.03 0.16   -3.6% 0.2% -2.7% 0.1% 1.7% 2.3%
T. Rowe Summit Muni PRINX Tactical: Managed Income: Tax Exempt -1.47 -0.81 -1.11 -0.46 0.04 0.21   -5.4% 0.3% -2.7% 0.2% 1.9% 2.6%
Vanguard LT Tax-Exempt VWLTX Tactical: Managed Income: Tax Exempt -1.24 -0.62 -1.00 -0.38 0.09 0.25   -3.9% 1.1% -2.4% 0.6% 2.2% 2.7%
Sound Mind Investing SMIFX Tactical: Managed Momentum 0.67 1.13 0.23 0.66 0.92 0.60   8.0% 12.8% 5.9% 8.6% 9.5% 7.2%
Sector Rotation NAVFX Tactical: Managed Sector Rotation 0.75 2.00 0.65 0.85       8.8% 19.6% 10.4% 11.0%    
FundX ETF XCOR Tactical: Managed Momentum 1.42 2.24 0.40 0.85 1.07 0.63   14.5% 22.4% 8.0% 11.0% 11.4% 7.8%
ALPS Insurance Trust BETFX Tactical: Managed Risk-Driven 1.17 2.10 0.34 0.66 0.93     9.8% 14.5% 6.8% 7.3% 7.6%  
Columbia Thermostat COTZX Tactical: Managed Risk-Driven -0.14 1.64 0.02 0.99 1.45 0.77   3.0% 11.1% 4.3% 7.4% 7.8% 6.7%
Dodge & Cox Balanced DODBX Tactical: Managed Risk-Driven 0.10 1.17 0.32 0.74 1.16 0.67   4.0% 11.0% 6.7% 8.7% 10.4% 7.3%
Fidelity Balanced FBALX Tactical: Managed Risk-Driven 2.18 2.60 0.62 1.12 1.39 0.95   13.8% 17.9% 9.6% 11.6% 11.6% 9.1%
Fidelity Puritan FPURX Tactical: Managed Risk-Driven 1.49 2.27 0.61 1.11 1.41 0.96   12.6% 17.8% 9.5% 11.3% 11.4% 8.9%
Janus Balanced JANBX Tactical: Managed Risk-Driven 0.25 1.89 0.33 1.01 1.31 1.06   4.8% 14.9% 6.9% 10.1% 10.2% 8.7%
Schwab Balanced SWOBX Tactical: Managed Risk-Driven 0.67 1.94 0.26 0.80 1.13 0.78   6.9% 14.1% 6.3% 8.5% 9.1% 7.0%
Vanguard Balanced VBIAX Tactical: Managed Risk-Driven 1.05 1.91 0.39 0.91 1.29 0.94   8.4% 15.1% 7.4% 9.4% 10.0% 8.1%
ValueLine AssetAlloc VLAAX Tactical: Managed Risk-Driven -1.79 0.01 -0.29 0.49 0.92 0.66   -11.0% 3.9% 0.8% 6.3% 8.1% 6.7%
Vanguard Wellesley Inv VWINX Tactical: Managed Risk-Driven -0.20 0.97 -0.10 0.49 0.99 0.94   2.5% 8.6% 3.5% 5.4% 6.5% 6.3%
Vanguard LifeStrat Growth VASGX Tactical: Managed Risk-Driven 1.45 2.49 0.56 0.92 1.18 0.72   13.0% 18.4% 9.2% 10.4% 10.7% 7.8%
Vanguard Wellington Inv VWELX Tactical: Managed Risk-Driven 1.20 2.67 0.56 1.02 1.39 1.01   9.2% 16.6% 8.7% 10.1% 10.6% 8.7%
Vanguard STAR Inv VGSTX Tactical: Managed Risk-Driven 0.85 1.79 0.21 0.81 1.12 0.80   8.6% 14.4% 5.8% 8.9% 9.4% 7.5%
FPA Crescent FPACX Tactical: Managed Risk-Driven 1.12 2.12 0.62 0.84 1.11 0.90   10.3% 14.8% 9.0% 9.6% 9.9% 8.4%
Allspring Asset Alloc WFAIX Tactical: Managed Risk-Driven 1.08 2.14 0.43 0.96 1.47 0.88   8.3% 15.3% 7.6% 9.3% 10.8% 8.2%