All Portfolios, ranked by Sortino
for period ending October 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
Sortino is a measure of risk-adjusted return that uses downside deviation and average returns. Higher is better.
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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| 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 | -0.91 | 0.35 | -0.73 | -0.21 | 0.11 | 0.49 | 0.2% | 5.5% | -0.2% | 1.5% | 1.9% | 3.0% | |
| S&P 500 | SPY | Benchmark | Benchmark | 1.49 | 3.04 | 0.90 | 1.35 | 1.53 | 0.98 | 12.0% | 23.3% | 12.0% | 15.3% | 14.7% | 10.9% | |
| Strategic 50-50 | s.5050 | Strategic: DIY | Balanced | 0.61 | 2.19 | 0.29 | 0.96 | 1.24 | 0.97 | 6.2% | 14.2% | 5.5% | 8.3% | 8.2% | 7.2% | |
| Strategic 60-40 Portfolio | s.6040 | Benchmark | Benchmark | 0.84 | 2.40 | 0.42 | 1.06 | 1.31 | 0.97 | 7.4% | 15.9% | 6.6% | 9.6% | 9.4% | 7.9% | |
| 7Twelve Israelson | s.712 | Strategic: DIY | Balanced | 2.46 | 2.34 | 0.40 | 0.72 | 0.73 | 14.3% | 15.0% | 6.3% | 7.6% | 6.3% | |||
| Couch Potato: Scott Burns | s.couc | Strategic: DIY | Balanced | 0.59 | 2.22 | 0.31 | 1.01 | 1.21 | 0.93 | 6.0% | 13.7% | 5.6% | 8.7% | 8.2% | 7.3% | |
| Ben Graham 50-50 | s.grah | Strategic: DIY | Balanced | 1.11 | 1.89 | 0.33 | 0.69 | 0.88 | 0.66 | 9.8% | 13.6% | 5.8% | 6.9% | 6.7% | 5.8% | |
| Safe Haven Portfolio | s.have | Strategic: DIY | Balanced | 0.49 | 2.00 | 0.70 | 0.82 | 0.81 | 7.5% | 17.4% | 8.9% | 7.9% | 6.7% | |||
| Six Ways from Sunday | s.lazy | Strategic: DIY | Balanced | 2.23 | 1.96 | 0.43 | 0.67 | 0.74 | 14.7% | 14.8% | 6.9% | 7.7% | 6.9% | |||
| ETF Moderate | s.mode | Strategic: DIY | Balanced | 0.55 | 2.01 | 0.20 | 0.77 | 0.94 | 6.5% | 14.5% | 4.8% | 7.7% | 7.4% | |||
| David Swensen inspired | s.swen | Strategic: DIY | Balanced | 0.63 | 1.68 | 0.12 | 0.71 | 0.93 | 7.6% | 15.0% | 4.1% | 7.7% | 8.0% | |||
| Lazy: Ultimate Buy & Hold | s.buyh | Strategic: DIY | Balanced | 0.85 | 1.70 | 0.18 | 0.65 | 0.82 | 0.61 | 8.8% | 13.0% | 4.6% | 6.6% | 6.4% | 5.6% | |
| Lazy: Coffeehouse | s.coff | Strategic: DIY | Balanced | 0.86 | 1.55 | 0.12 | 0.65 | 0.91 | 0.68 | 8.7% | 13.2% | 4.2% | 6.9% | 7.3% | 6.3% | |
| Lazy: Margaritaville | s.marg | Strategic: DIY | Balanced | 0.83 | 2.42 | 0.34 | 0.86 | 0.96 | 0.68 | 8.5% | 16.0% | 6.0% | 8.6% | 7.9% | 6.6% | |
| Lazy: Smart Money | s.smar | Strategic: DIY | Balanced | 1.14 | 2.00 | 0.34 | 0.79 | 1.01 | 0.70 | 9.7% | 13.8% | 5.8% | 7.6% | 7.6% | 6.3% | |
| Strategic 70-30 Portfolio | s.7030 | Strategic: DIY | High Equity | 1.05 | 2.56 | 0.53 | 1.13 | 1.36 | 0.96 | 8.5% | 17.7% | 7.7% | 10.9% | 10.7% | 8.7% | |
| Strategic 80-20 Portfolio | s.8020 | Strategic: DIY | High Equity | 1.23 | 2.69 | 0.63 | 1.19 | 1.40 | 0.96 | 9.7% | 19.5% | 8.8% | 12.2% | 11.9% | 9.4% | |
| ETF Aggressive | s.aggr | Strategic: DIY | High Equity | 0.73 | 2.12 | 0.36 | 0.84 | 0.86 | 8.4% | 16.5% | 6.2% | 9.2% | 8.2% | |||
| Ben Stein inspired | s.bens | Strategic: DIY | High Equity | 1.61 | 2.92 | 0.69 | 1.02 | 1.09 | 0.72 | 12.4% | 18.1% | 8.8% | 10.2% | 9.2% | 7.3% | |
| Low Volatility Portfolio | s.lowv | Strategic: DIY | High Equity | 1.04 | 1.60 | 0.30 | 0.69 | 0.91 | 8.4% | 10.2% | 5.1% | 5.6% | 5.6% | |||
| Lazy: Aronson | s.aron | Strategic: DIY | High Equity | 0.75 | 2.02 | 0.22 | 0.77 | 0.94 | 0.70 | 8.6% | 16.3% | 5.0% | 8.3% | 8.1% | 7.0% | |
| Lazy: No Brainer | s.nobr | Strategic: DIY | High Equity | 0.91 | 2.16 | 0.39 | 0.87 | 1.03 | 0.71 | 9.5% | 16.9% | 6.6% | 9.5% | 9.1% | 7.3% | |
| Lazy: Second Grader | s.seco | Strategic: DIY | High Equity | 1.14 | 2.79 | 0.63 | 1.07 | 1.19 | 0.77 | 11.0% | 20.6% | 9.0% | 11.8% | 11.0% | 8.4% | |
| Lazy: Yale Unconventional | s.yale | Strategic: DIY | High Equity | 0.59 | 1.71 | 0.09 | 0.68 | 0.90 | 0.66 | 7.4% | 14.9% | 3.8% | 7.5% | 7.8% | 6.7% | |
| Harry Browne inspired | s.brow | Strategic: DIY | Low Equity | -0.16 | 1.90 | 0.32 | 0.89 | 0.92 | 1.12 | 2.0% | 14.1% | 5.5% | 6.9% | 5.8% | 6.8% | |
| Ray Dalio inspired | s.dali | Strategic: DIY | Low Equity | 0.24 | 1.77 | -0.03 | 0.60 | 0.73 | 4.6% | 10.9% | 3.3% | 5.4% | 4.9% | |||
| Ivy Portfolio | s.ivyp | Strategic: DIY | Low Equity | 3.71 | 2.72 | 0.44 | 0.85 | 0.84 | 16.9% | 16.0% | 6.8% | 8.5% | 7.1% | |||
| No Equity Portfolio | s.noeq | Strategic: DIY | Low Equity | -0.17 | 1.27 | 0.04 | 0.46 | 0.51 | 0.71 | 1.0% | 14.2% | 3.3% | 5.5% | 4.9% | 6.7% | |
| Permanent Plus | s.plus | Strategic: DIY | Low Equity | -0.54 | 1.95 | 0.38 | 1.04 | 1.01 | 1.19 | -2.6% | 17.3% | 6.5% | 9.4% | 7.8% | 9.0% | |
| Black Swan Hyperinflation | s.swan | Strategic: DIY | Low Equity | 1.84 | 2.07 | 1.27 | 0.93 | 0.41 | 21.4% | 17.8% | 13.5% | 9.7% | 4.5% | |||
| Talmud Dividend Equities | s.talm | Strategic: DIY | Low Equity | 0.59 | 1.78 | 0.66 | 0.93 | 0.97 | 0.84 | 9.2% | 18.4% | 9.2% | 9.7% | 8.5% | 8.6% | |
| Worst Case Scenario | s.wors | Strategic: DIY | Low Equity | -0.09 | 0.56 | -0.54 | -0.14 | -0.55 | 3.1% | 6.1% | 1.2% | 1.8% | -0.7% | |||
| Talmud with Blue Chip | s.talc | Strategic: DIY | Low Equity | 0.49 | 1.22 | 0.08 | 0.66 | 0.92 | 0.68 | 6.6% | 11.9% | 3.8% | 6.9% | 7.4% | 6.6% | |
| Talmud Broad Market | s.talb | Strategic: DIY | Low Equity | 0.66 | 1.58 | 0.12 | 0.69 | 0.96 | 0.67 | 7.4% | 14.0% | 4.1% | 7.5% | 8.1% | 6.9% | |
| Talmud with Small Cap | s.tals | Strategic: DIY | Low Equity | 0.87 | 1.28 | 0.03 | 0.53 | 0.77 | 0.53 | 8.9% | 12.9% | 3.3% | 6.3% | 6.9% | 5.8% | |
| Talmud Equities and Gold | s.talg | Strategic: DIY | Low Equity | 0.38 | 2.29 | 0.73 | 1.10 | 1.10 | 0.90 | 6.7% | 21.0% | 9.9% | 11.1% | 9.5% | 9.3% | |
| S&P 500 Equal Weight | RSP | Tactical: Managed | Equal Weight | 1.70 | 1.89 | 0.54 | 0.96 | 1.19 | 0.80 | 18.0% | 19.0% | 8.5% | 12.3% | 12.7% | 9.9% | |
| Permanent Portfolio | PRPFX | Tactical: Managed | Low Equity | 0.28 | 2.36 | 1.06 | 1.22 | 0.96 | 0.99 | 5.5% | 19.2% | 11.1% | 10.2% | 7.2% | 7.9% | |
| Adaptive Allocation A | t.aaaa | Tactical: DIY | Adaptive | 0.66 | 2.30 | 0.44 | 0.99 | 1.01 | 1.38 | 8.1% | 17.4% | 6.8% | 9.3% | 8.1% | 10.6% | |
| Adaptive Allocation B | t.aaab | Tactical: DIY | Adaptive | 1.87 | 2.87 | 0.41 | 0.85 | 0.92 | 1.30 | 17.7% | 20.0% | 6.8% | 8.7% | 7.8% | 10.3% | |
| Adaptive Allocation C | t.aaac | Tactical: DIY | Adaptive | 2.07 | 3.12 | 0.45 | 0.86 | 0.93 | 1.30 | 18.4% | 20.7% | 7.1% | 8.7% | 7.9% | 10.3% | |
| Adaptive Allocation D | t.aaad | Tactical: DIY | Adaptive | -0.09 | 1.30 | 0.30 | 1.08 | 1.06 | 1.32 | 1.3% | 13.9% | 5.8% | 10.9% | 9.2% | 11.5% | |
| Adaptive Allocation E | t.aaae | Tactical: DIY | Adaptive | 1.43 | 3.03 | 0.63 | 1.20 | 1.16 | 1.37 | 14.5% | 22.3% | 8.7% | 11.6% | 9.5% | 11.6% | |
| Adaptive Allocation F | t.aaaf | Tactical: DIY | Adaptive | 1.20 | 2.74 | 1.03 | 1.68 | 2.01 | 2.05 | 13.7% | 23.0% | 11.4% | 13.6% | 13.4% | 14.2% | |
| Minimum Correlation | t.coco | Tactical: DIY | Correlation | -0.36 | 1.86 | 0.18 | 0.70 | 0.86 | 1.01 | -0.2% | 16.6% | 4.6% | 7.3% | 7.0% | 8.2% | |
| Maximum Diversification | t.mdiv | Tactical: DIY | Diversification | -0.30 | 1.72 | 0.12 | 0.57 | 0.80 | 1.04 | 0.8% | 15.1% | 4.1% | 6.1% | 6.4% | 8.0% | |
| Equal Weight With Cluster | t.dist | Tactical: DIY | Correlation | -0.17 | 1.62 | 0.19 | 0.62 | 0.66 | 0.89 | 1.3% | 15.5% | 4.7% | 6.8% | 5.9% | 7.6% | |
| Minimum Mean Abs Deviation | t.madm | Tactical: DIY | Risk-Driven | -0.23 | 1.74 | 0.34 | 0.92 | 1.15 | 1.29 | 1.2% | 14.8% | 5.9% | 8.1% | 7.9% | 8.9% | |
| Minimum Variance A | t.mvar | Tactical: DIY | Risk-Driven | -0.28 | 1.59 | 0.39 | 0.98 | 1.17 | 1.32 | 0.9% | 14.0% | 6.3% | 8.5% | 8.1% | 9.1% | |
| Risk Parity Portfolio A | t.rpba | Tactical: DIY | Risk-Driven | 0.58 | 2.34 | 0.47 | 1.00 | 1.12 | 0.99 | 7.8% | 18.9% | 7.3% | 10.0% | 9.2% | 9.0% | |
| Maximum Sortino Portfolio | t.sort | Tactical: DIY | Risk/Reward | 0.59 | 1.33 | 0.12 | 1.16 | 1.12 | 1.24 | 8.6% | 13.3% | 4.2% | 10.3% | 8.6% | 10.0% | |
| Equal Weight Portfolio | t.eqwt | Tactical: DIY | Equal Weight | 0.63 | 2.26 | 0.44 | 0.97 | 1.06 | 0.84 | 8.4% | 19.4% | 7.2% | 10.2% | 9.3% | 8.5% | |
| Faber Rel Strength: Top 1 | t.frs1 | Tactical: DIY | Momentum | 0.51 | 0.74 | 0.31 | 0.82 | 0.74 | 0.90 | 9.4% | 11.8% | 6.2% | 9.9% | 7.8% | 9.7% | |
| Faber Rel Strength: Top 2 | t.frs2 | Tactical: DIY | Momentum | 3.18 | 1.96 | 1.05 | 1.32 | 1.21 | 1.05 | 23.2% | 17.4% | 11.0% | 11.5% | 9.6% | 9.4% | |
| Faber Rel Strength: Top 3 | t.frs3 | Tactical: DIY | Momentum | 4.03 | 1.84 | 0.77 | 1.62 | 1.67 | 1.31 | 19.6% | 15.1% | 8.2% | 11.1% | 10.1% | 9.2% | |
| Faber Rel Strength: Top 4 | t.frs4 | Tactical: DIY | Momentum | 3.02 | 1.66 | 0.37 | 1.17 | 1.13 | 1.04 | 14.3% | 11.9% | 5.5% | 8.0% | 6.7% | 6.9% | |
| Pure Momentum | t.pure | Tactical: DIY | Momentum | 0.65 | 0.77 | 0.15 | 0.90 | 0.91 | 1.42 | 10.5% | 11.8% | 4.0% | 11.4% | 10.0% | 15.4% | |
| Quartile Sector Rotation | t.srqr | Tactical: DIY | Sector Rotation | 0.96 | 2.62 | 1.48 | 1.25 | 1.41 | 1.19 | 19.1% | 62.4% | 34.8% | 25.2% | 26.1% | 20.7% | |
| Rel Strength Sector Rotatn | t.srrs | Tactical: DIY | Sector Rotation | 2.06 | 1.77 | 0.65 | 1.22 | 1.45 | 1.15 | 16.3% | 16.0% | 8.6% | 11.8% | 11.8% | 9.7% | |
| Top 5 Sector Rotation | t.srt5 | Tactical: DIY | Sector Rotation | 2.36 | 3.32 | 1.24 | 1.53 | 1.67 | 1.10 | 29.8% | 33.7% | 17.3% | 17.9% | 17.1% | 13.3% | |
| Top 3 Sector Rotation | t.srt3 | Tactical: DIY | Sector Rotation | -0.17 | 0.90 | 0.42 | 0.84 | 1.07 | 0.88 | -1.7% | 14.6% | 7.4% | 10.3% | 11.0% | 10.1% | |
| Minimum CdaR | t.cdar | Tactical: DIY | Risk-Driven | -0.62 | 0.85 | 0.07 | 0.84 | 1.04 | 1.18 | -1.9% | 10.0% | 3.7% | 7.9% | 7.8% | 9.2% | |
| Minimum CvaR | t.cvar | Tactical: DIY | Risk-Driven | -0.55 | 1.89 | 0.43 | 0.82 | 0.99 | 1.21 | -1.2% | 15.2% | 6.6% | 7.4% | 7.2% | 8.5% | |
| Equal Risk Contribution | t.eqrc | Tactical: DIY | Risk-Driven | 0.38 | 2.00 | 0.32 | 0.87 | 1.00 | 1.11 | 6.2% | 17.1% | 5.9% | 8.2% | 7.6% | 8.5% | |
| Minimum Drawdown | t.loss | Tactical: DIY | Risk-Driven | 0.41 | 2.11 | 0.51 | 0.99 | 1.06 | 1.22 | 6.4% | 16.9% | 7.1% | 8.5% | 7.6% | 8.9% | |
| Minimum Downside MAD | t.madd | Tactical: DIY | Risk-Driven | -0.23 | 1.74 | 0.34 | 0.92 | 1.14 | 1.29 | 1.2% | 14.8% | 5.9% | 8.1% | 7.9% | 8.9% | |
| Minimum Correlation A | t.mca1 | Tactical: DIY | Risk-Driven | 0.06 | 1.59 | 0.17 | 0.70 | 0.81 | 1.00 | 3.7% | 14.7% | 4.6% | 6.9% | 6.4% | 7.7% | |
| Minimum Correlation B | t.mca2 | Tactical: DIY | Risk-Driven | 0.40 | 1.91 | 0.31 | 0.85 | 0.94 | 1.06 | 6.4% | 16.6% | 5.8% | 8.0% | 7.2% | 8.1% | |
| Minimum Variance B | t.mva2 | Tactical: DIY | Risk-Driven | -0.26 | 1.43 | 0.19 | 0.70 | 0.85 | 1.13 | 1.0% | 13.5% | 4.7% | 6.8% | 6.4% | 8.1% | |
| Minimum Variance C | t.mva3 | Tactical: DIY | Risk-Driven | 0.06 | 1.96 | 0.43 | 0.99 | 1.17 | 1.39 | 3.6% | 16.4% | 6.7% | 8.6% | 8.3% | 9.6% | |
| Min Downside Deviation | t.risd | Tactical: DIY | Risk-Driven | -0.32 | 1.28 | 0.25 | 0.94 | 1.09 | 1.23 | 0.4% | 12.4% | 5.3% | 8.2% | 7.7% | 8.7% | |
| Risk Parity With Cluster | t.rpcl | Tactical: DIY | Risk-Driven | 0.06 | 1.69 | 0.25 | 0.66 | 0.68 | 0.99 | 3.6% | 15.3% | 5.2% | 6.8% | 5.7% | 7.7% | |
| Risk Parity Portfolio B | t.rsop | Tactical: DIY | Risk-Driven | 0.65 | 2.30 | 0.47 | 1.00 | 1.11 | 0.95 | 8.4% | 18.9% | 7.3% | 10.0% | 9.2% | 8.8% | |
| Target Return 12% | t.tret | Tactical: DIY | Risk-Driven | -0.02 | 1.67 | -0.10 | 0.60 | 0.85 | 1.20 | 3.2% | 13.4% | 2.3% | 6.5% | 7.0% | 9.1% | |
| Target Risk 10% | t.tris | Tactical: DIY | Risk-Driven | 0.28 | 1.63 | 0.42 | 0.95 | 0.79 | 0.99 | 5.5% | 14.6% | 6.6% | 8.8% | 6.6% | 7.9% | |
| Maximum Sharpe Portfolio | t.shar | Tactical: DIY | Risk/Reward | 0.50 | 1.54 | 0.18 | 1.18 | 1.18 | 1.30 | 7.7% | 14.5% | 4.7% | 10.5% | 9.0% | 10.3% | |
| Target Return Post-Modern | t.trdd | Tactical: DIY | Target Return | -0.08 | 1.43 | -0.18 | 0.53 | 0.77 | 1.14 | 2.7% | 12.4% | 1.5% | 6.0% | 6.4% | 8.8% | |
| Active Combined Asset | t.acap | Tactical: DIY | Momentum | 0.36 | 2.26 | 0.35 | 0.61 | 0.86 | 0.90 | 6.4% | 20.2% | 6.2% | 6.8% | 7.3% | 7.9% | |
| Quarterly Asset Rotation | t.qaro | Tactical: DIY | Momentum | -0.52 | 1.31 | 0.33 | 0.68 | 0.46 | 0.61 | -2.7% | 13.9% | 5.9% | 6.8% | 4.3% | 5.2% | |
| Defensive Bond | t.dbnd | Tactical: DIY | Momentum | -1.11 | 0.65 | -0.01 | 0.60 | 0.70 | -1.7% | 6.4% | 3.5% | 4.4% | 4.1% | |||
| Dynamic Harry Browne | t.dyhb | Tactical: DIY | Momentum | -0.44 | 1.08 | 0.10 | 0.72 | 0.56 | 1.05 | 0.4% | 9.3% | 4.1% | 5.5% | 4.0% | 6.1% | |
| Hedge Replication | HDG | Tactical: Managed | Blended | 0.78 | 1.20 | -0.16 | 0.34 | 0.37 | 6.1% | 7.6% | 3.0% | 3.7% | 3.0% | |||
| Inv Dorsey Wright | PDP | Tactical: Managed | Blended | 0.52 | 1.50 | 0.34 | 0.93 | 1.08 | 9.4% | 22.0% | 6.6% | 12.7% | 12.4% | |||
| NYLI Hedge Multi-Strat | QAI | Tactical: Managed | Blended | 0.31 | 1.29 | 0.03 | 0.31 | 0.41 | 4.8% | 8.4% | 3.8% | 3.5% | 3.0% | |||
| ProShares Lg Cap | CSM | Tactical: Managed | Hedged: 130-30 | 1.28 | 2.84 | 0.82 | 1.17 | 1.38 | 11.3% | 23.2% | 11.5% | 14.2% | 14.1% | |||
| MultiAsset ETF | RLY | Tactical: Managed | Hedged: Abs Return | 2.95 | 2.01 | 0.78 | 0.73 | 24.6% | 16.2% | 10.4% | 8.6% | |||||
| NYLI Merger Arbitrage | MNA | Tactical: Managed | Hedged: Arbitrage | -0.74 | 0.81 | -0.45 | 0.15 | 0.45 | 3.0% | 5.8% | 2.6% | 2.9% | 3.1% | |||
| AGF AntiBeta | BTAL | Tactical: Managed | Hedged: Mkt Neutral | -0.65 | -0.96 | -0.33 | -0.37 | -0.27 | -7.3% | -10.9% | -2.1% | -3.3% | -2.4% | |||
| WisdmTr EM HiYld | DEM | Tactical: Managed | Income: Equity | 2.38 | 2.66 | 0.82 | 0.71 | 0.42 | 19.7% | 18.4% | 10.3% | 8.8% | 4.9% | |||
| WisdmTr EM SmCap | DGS | Tactical: Managed | Income: Equity | 0.40 | 1.17 | 0.39 | 0.57 | 0.49 | 7.3% | 13.8% | 6.7% | 7.8% | 5.9% | |||
| WisdomTree ex-US | DLN | Tactical: Managed | Income: Equity | 2.54 | 2.74 | 1.05 | 1.18 | 1.41 | 0.86 | 18.2% | 21.3% | 12.3% | 13.0% | 12.9% | 9.4% | |
| WisdmTr Intl SmCap | DLS | Tactical: Managed | Income: Equity | 0.93 | 1.91 | 0.39 | 0.52 | 0.69 | 0.44 | 12.7% | 20.0% | 6.9% | 7.5% | 8.0% | 5.8% | |
| iShares Select Dividend | DVY | Tactical: Managed | Income: Equity | 2.45 | 2.03 | 0.73 | 0.83 | 1.12 | 0.68 | 20.9% | 20.1% | 10.5% | 10.7% | 11.7% | 8.2% | |
| SPDR S&P Int'l | DWX | Tactical: Managed | Income: Equity | 1.54 | 1.97 | 0.58 | 0.57 | 0.39 | 15.4% | 18.0% | 8.4% | 7.2% | 4.6% | |||
| iShares Core Hi Div | HDV | Tactical: Managed | Income: Equity | 4.40 | 2.47 | 1.15 | 0.95 | 1.22 | 34.8% | 21.7% | 13.6% | 10.9% | 11.4% | |||
| iShr Intl Select Dividend | IDV | Tactical: Managed | Income: Equity | 1.95 | 3.01 | 0.92 | 0.74 | 0.65 | 21.0% | 27.0% | 13.3% | 10.2% | 7.9% | |||
| Invesco Intl Div | PID | Tactical: Managed | Income: Equity | 0.59 | 1.57 | 0.48 | 0.60 | 0.51 | 0.36 | 8.4% | 15.7% | 7.9% | 8.5% | 6.3% | 4.7% | |
| SPDR S&P Dividend | SDY | Tactical: Managed | Income: Equity | 1.85 | 1.43 | 0.65 | 0.89 | 1.18 | 0.79 | 20.2% | 15.8% | 9.1% | 10.6% | 11.4% | 8.8% | |
| Vanguard Hi Div Yld ETF | VYM | Tactical: Managed | Income: Equity | 2.21 | 2.50 | 0.97 | 1.08 | 1.37 | 19.3% | 20.9% | 11.8% | 12.0% | 12.6% | |||
| Invesco Sr Loan ETF | BKLN | Tactical: Managed | Income: Float Rate | 0.18 | 1.52 | 0.59 | 0.55 | 0.85 | 4.2% | 7.0% | 5.5% | 4.2% | 4.1% | |||
| Invesco Multi-Asset | CVY | Tactical: Managed | Income: Multi | 1.54 | 1.53 | 0.49 | 0.56 | 0.57 | 0.43 | 15.8% | 15.9% | 8.1% | 8.5% | 7.1% | 5.6% | |
| SPDR Conv Sec | CWB | Tactical: Managed | Income: Multi | 0.10 | 1.55 | 0.06 | 0.97 | 1.15 | 3.4% | 15.6% | 3.5% | 10.5% | 10.2% | |||
| SPDR Inc Alloc | INKM | Tactical: Managed | Income: Multi | 0.71 | 1.60 | 0.07 | 0.45 | 7.5% | 11.8% | 3.8% | 5.4% | |||||
| iSh MultiAsset Income | IYLD | Tactical: Managed | Income: Multi | 0.68 | 1.77 | -0.05 | 0.22 | 6.5% | 10.7% | 3.0% | 3.6% | |||||
| FirstTrust Multi-Asset | MDIV | Tactical: Managed | Income: Multi | 1.42 | 1.44 | 0.37 | 0.33 | 11.7% | 11.7% | 6.2% | 5.2% | |||||
| iShr Preferred ETF | PFF | Tactical: Managed | Income: Multi | -1.08 | 0.38 | -0.47 | 0.09 | 0.45 | -3.8% | 6.1% | -0.6% | 2.6% | 4.1% | |||
| Invesco Preferred ETF | PGX | Tactical: Managed | Income: Multi | -1.72 | 0.13 | -0.60 | -0.05 | 0.36 | -8.4% | 4.7% | -2.5% | 1.5% | 3.5% | |||
| First Trust Focus 5 | FV | Tactical: Managed | Sector Rotation | 1.54 | 1.74 | 0.57 | 1.00 | 22.0% | 21.9% | 9.5% | 13.4% | |||||
| iShr Aggressive | AOA | Tactical: Managed | Risk-Driven | 1.07 | 2.69 | 0.58 | 0.98 | 1.16 | 10.1% | 18.6% | 8.2% | 10.2% | 10.0% | |||
| iShr Conservative | AOK | Tactical: Managed | Risk-Driven | 0.06 | 1.59 | -0.04 | 0.53 | 0.77 | 3.8% | 10.5% | 3.2% | 4.9% | 4.8% | |||
| iShr Moderate | AOM | Tactical: Managed | Risk-Driven | 0.32 | 1.90 | 0.13 | 0.69 | 0.92 | 5.1% | 12.1% | 4.3% | 6.0% | 5.9% | |||
| iShr Growth | AOR | Tactical: Managed | Risk-Driven | 0.76 | 2.35 | 0.39 | 0.87 | 1.08 | 7.6% | 15.3% | 6.3% | 8.1% | 8.0% | |||
| Principal GlobMultiStrat | PMSAX | Tactical: Managed | Blended | 2.01 | 1.63 | 0.48 | 0.59 | 0.75 | 8.1% | 8.5% | 5.3% | 4.5% | 4.0% | |||
| Hundredfold Select | SFHYX | Tactical: Managed | Blended | 0.20 | 1.02 | -0.30 | 1.22 | 1.40 | 1.42 | 4.4% | 7.9% | 2.3% | 7.0% | 6.2% | 6.4% | |
| UBS Global Alloc | BPGLX | Tactical: Managed | Global Macro | 0.59 | 1.97 | 0.22 | 0.71 | 0.80 | 0.46 | 7.8% | 15.8% | 5.0% | 7.3% | 6.7% | 5.0% | |
| DFA Select Hedged | DSHGX | Tactical: Managed | Global Macro | 1.69 | 3.17 | 0.97 | 1.09 | 15.6% | 22.7% | 11.8% | 12.7% | |||||
| GMO Benchm-Free | GBMFX | Tactical: Managed | Global Macro | 3.14 | 3.14 | 1.29 | 0.78 | 0.88 | 0.91 | 20.0% | 17.0% | 10.5% | 6.7% | 6.0% | 6.1% | |
| Leuthold Global | GLBIX | Tactical: Managed | Global Macro | 1.81 | 1.56 | 0.42 | 0.64 | 0.79 | 13.6% | 12.6% | 6.3% | 6.3% | 6.0% | |||
| GMO Global Alloc | GMWAX | Tactical: Managed | Global Macro | 2.57 | 3.02 | 0.77 | 0.81 | 0.89 | 0.76 | 19.3% | 18.9% | 8.9% | 7.7% | 6.9% | 6.1% | |
| Mac Asset Strategy | IVAEX | Tactical: Managed | Global Macro | 0.20 | 2.14 | 0.55 | 0.62 | 0.57 | 0.61 | 4.7% | 16.2% | 7.5% | 8.1% | 6.4% | 6.8% | |
| Leuthold Core | LCORX | Tactical: Managed | Global Macro | 1.09 | 1.51 | 0.60 | 1.04 | 1.16 | 0.71 | 9.7% | 13.4% | 7.4% | 8.4% | 7.8% | 6.5% | |
| Loomis Global Alloc Y | LSWWX | Tactical: Managed | Global Macro | 0.36 | 1.91 | 0.23 | 0.87 | 1.00 | 0.81 | 5.7% | 16.0% | 5.2% | 9.5% | 9.0% | 8.5% | |
| BlackRock Global I | MALOX | Tactical: Managed | Global Macro | 0.56 | 1.96 | 0.20 | 0.78 | 0.87 | 0.74 | 7.4% | 15.6% | 4.8% | 7.5% | 6.7% | 6.3% | |
| MFS Global Tot Ret | MFWIX | Tactical: Managed | Global Macro | 1.26 | 1.71 | 0.30 | 0.70 | 0.93 | 0.75 | 12.1% | 13.9% | 5.6% | 6.9% | 7.1% | 6.3% | |
| PIMCO All-Asset | PAUIX | Tactical: Managed | Global Macro | 0.83 | 1.17 | -0.09 | 0.28 | 0.32 | 0.46 | 9.6% | 11.0% | 2.4% | 4.1% | 3.5% | 4.5% | |
| Thornburg Inv Income Y | TIBIX | Tactical: Managed | Global Macro | 4.02 | 6.38 | 1.80 | 1.20 | 1.22 | 0.95 | 24.1% | 26.7% | 15.9% | 12.6% | 10.9% | 9.5% | |
| VALIC Global Strat | VGLSX | Tactical: Managed | Global Macro | 1.14 | 2.89 | 0.58 | 0.63 | 0.77 | 0.66 | 10.7% | 18.8% | 7.7% | 6.7% | 6.7% | 6.3% | |
| NYLI Int'l Res | MYITX | Tactical: Managed | Hedged: 130-30 | 1.01 | 2.55 | 0.60 | 0.50 | 0.63 | 13.6% | 23.0% | 9.2% | 6.9% | 7.2% | |||
| MFS Target Return A | DVRAX | Tactical: Managed | Hedged: Abs Return | 0.37 | 2.32 | 0.43 | 0.76 | 0.89 | 4.8% | 9.1% | 5.1% | 4.9% | 4.4% | |||
| EatonVance GlobalMacro | EIGMX | Tactical: Managed | Hedged: Abs Return | 3.30 | 4.05 | 0.81 | 0.71 | 0.88 | 1.21 | 9.5% | 9.7% | 5.7% | 4.4% | 3.8% | 4.4% | |
| Virtus ASG Global | GAFYX | Tactical: Managed | Hedged: Abs Return | 1.91 | 0.84 | 0.36 | 0.46 | 0.45 | 13.0% | 8.2% | 5.2% | 4.4% | 3.6% | |||
| Goldman Sachs Instl | GARTX | Tactical: Managed | Hedged: Abs Return | 0.88 | 1.44 | 0.26 | 0.61 | 0.65 | 7.0% | 9.0% | 4.8% | 4.9% | 4.0% | |||
| Jhancock Multi Abs Ret I | JHAIX | Tactical: Managed | Hedged: Abs Return | -0.31 | 0.13 | -0.14 | 0.21 | 1.3% | 4.8% | 2.8% | 3.2% | |||||
| Putnam Short Dur Y | PARYX | Tactical: Managed | Hedged: Abs Return | -1.31 | -0.90 | -1.48 | -0.29 | 0.02 | 1.5% | 2.9% | 0.7% | 1.8% | 1.7% | |||
| Putnam Core Bond Y | PYTRX | Tactical: Managed | Hedged: Abs Return | -0.88 | 0.39 | -0.41 | 0.05 | 0.23 | -0.1% | 5.7% | 2.1% | 2.5% | 2.3% | |||
| AQR Divers N | ADANX | Tactical: Managed | Hedged: Arbitrage | 0.15 | 1.06 | -0.51 | 1.18 | 0.81 | 3.8% | 5.7% | 2.6% | 6.3% | 4.0% | |||
| Arbitrage Fund | ARBNX | Tactical: Managed | Hedged: Arbitrage | 5.14 | 1.41 | 0.14 | 0.67 | 0.71 | 0.78 | 6.0% | 6.5% | 4.1% | 3.8% | 3.0% | 3.4% | |
| BlackRock EmMkt A | BLSAX | Tactical: Managed | Hedged: Long/Short | 0.78 | 1.59 | 0.28 | 0.37 | 0.29 | 13.6% | 19.8% | 5.6% | 5.4% | 3.5% | |||
| Robeco Long/Short I | BPLSX | Tactical: Managed | Hedged: Long/Short | 7.56 | 4.52 | 2.50 | 1.18 | 1.28 | 1.20 | 34.1% | 26.8% | 19.8% | 11.4% | 10.2% | 10.9% | |
| Diamond Hill Long-Short I | DHLSX | Tactical: Managed | Hedged: Long/Short | 0.23 | 1.72 | 0.43 | 0.66 | 0.88 | 0.60 | 4.9% | 12.6% | 6.5% | 7.5% | 7.8% | 5.9% | |
| Cromwell L/S | MFADX | Tactical: Managed | Hedged: Long/Short | 0.72 | 1.52 | 0.78 | 0.87 | 0.71 | 7.2% | 12.0% | 8.5% | 8.3% | 5.8% | |||
| Calamos Market Neu Inc | CVSIX | Tactical: Managed | Hedged: Mkt Neutral | 1.14 | 0.40 | -0.05 | 0.67 | 1.01 | 0.63 | 4.9% | 5.3% | 3.6% | 4.1% | 4.0% | 3.6% | |
| Gabelli ABC AAA | GABCX | Tactical: Managed | Hedged: Mkt Neutral | 0.81 | 1.46 | 0.48 | 0.68 | 0.99 | 0.93 | 5.8% | 7.5% | 4.9% | 4.0% | 3.6% | 3.6% | |
| JPMorgan Mkt Neutral A | JMNAX | Tactical: Managed | Hedged: Mkt Neutral | -1.64 | -0.03 | 0.05 | 0.58 | 0.32 | 0.34 | -4.2% | 4.1% | 3.9% | 4.2% | 2.5% | 2.5% | |
| Vanguard Market Neutral | VMNFX | Tactical: Managed | Hedged: Mkt Neutral | 8.22 | 2.79 | 3.31 | 0.91 | 0.93 | 0.59 | 23.9% | 12.7% | 14.3% | 5.8% | 4.7% | 3.6% | |
| Fidelity Equity | FEQTX | Tactical: Managed | Income: Equity | 2.15 | 2.03 | 0.90 | 0.94 | 1.18 | 0.66 | 22.6% | 19.6% | 11.5% | 11.3% | 11.6% | 7.8% | |
| Fidelity Strategic | FSDIX | Tactical: Managed | Income: Equity | 1.89 | 2.21 | 0.60 | 1.02 | 1.32 | 0.72 | 15.0% | 17.3% | 7.9% | 9.9% | 10.2% | 7.7% | |
| Columbia Div Income | LBSAX | Tactical: Managed | Income: Equity | 2.50 | 2.52 | 0.90 | 1.26 | 1.47 | 1.00 | 18.7% | 19.7% | 10.8% | 13.0% | 12.7% | 9.9% | |
| Invesco Divers Dividend | LCEIX | Tactical: Managed | Income: Equity | 1.85 | 2.13 | 0.78 | 0.84 | 1.21 | 0.78 | 16.8% | 18.7% | 10.1% | 9.6% | 10.9% | 8.4% | |
| BlackRock Eq Dividend | MDDVX | Tactical: Managed | Income: Equity | 2.40 | 2.44 | 0.60 | 0.94 | 1.11 | 0.81 | 23.0% | 21.2% | 8.7% | 11.0% | 10.8% | 8.7% | |
| T. Rowe Equity Income | PRFDX | Tactical: Managed | Income: Equity | 3.01 | 2.32 | 0.82 | 0.94 | 1.11 | 0.71 | 25.1% | 20.8% | 11.1% | 11.7% | 11.6% | 8.4% | |
| Schwab Div Equity | SWDSX | Tactical: Managed | Income: Equity | 2.11 | 2.48 | 0.74 | 0.80 | 0.97 | 0.68 | 17.7% | 20.1% | 9.7% | 10.0% | 10.2% | 7.7% | |
| Vanguard Equity | VEIPX | Tactical: Managed | Income: Equity | 2.06 | 2.50 | 0.97 | 1.14 | 1.39 | 0.93 | 18.7% | 20.4% | 11.7% | 12.5% | 12.7% | 9.8% | |
| Lord Abbett Float Rate | LFRAX | Tactical: Managed | Income: Float Rate | -1.16 | -0.89 | -0.96 | -0.05 | 0.35 | 0.9% | 2.7% | 1.0% | 2.0% | 3.0% | |||
| Calamos Global Opp | CVLOX | Tactical: Managed | Income: Global | 0.45 | 2.30 | 0.44 | 0.98 | 0.91 | 0.70 | 6.9% | 21.1% | 7.2% | 10.7% | 8.4% | 7.2% | |
| Loomis Global Alloc A | LGMAX | Tactical: Managed | Income: Global | 0.32 | 1.86 | 0.21 | 0.84 | 0.95 | 0.77 | 5.4% | 15.7% | 4.9% | 9.2% | 8.6% | 8.2% | |
| Neuberger Berman Eq Inc | NBHAX | Tactical: Managed | Income: Global | 1.18 | 1.93 | 0.66 | 0.83 | 0.94 | 14.5% | 18.3% | 9.3% | 9.6% | 8.9% | |||
| Thornburg Inv Income A | TIBAX | Tactical: Managed | Income: Global | 3.91 | 6.15 | 1.73 | 1.16 | 1.14 | 0.89 | 23.8% | 26.2% | 15.4% | 12.3% | 10.3% | 8.9% | |
| Am Century Target Date | ARTOX | Tactical: Managed | Income: Multi | 0.38 | 1.66 | 0.08 | 0.69 | 0.92 | 0.76 | 5.4% | 11.2% | 4.0% | 6.1% | 6.0% | 5.5% | |
| BlackRock Strat Inc Opp | BASIX | Tactical: Managed | Income: Multi | -1.54 | -0.39 | -1.16 | -0.16 | 0.27 | -1.8% | 3.1% | -0.2% | 1.8% | 2.4% | |||
| Calamos Convertible | CCVIX | Tactical: Managed | Income: Multi | 0.37 | 1.57 | 0.11 | 1.02 | 0.97 | 0.78 | 6.1% | 16.5% | 4.0% | 10.5% | 8.6% | 7.4% | |
| Invesco Convertible Y | CNSDX | Tactical: Managed | Income: Multi | 0.18 | 1.52 | 0.14 | 1.02 | 1.14 | 0.86 | 4.2% | 15.3% | 4.3% | 10.0% | 9.2% | 8.2% | |
| Fidelity Convertibles | FCVSX | Tactical: Managed | Income: Multi | 0.32 | 1.70 | 0.37 | 1.26 | 1.24 | 0.75 | 5.6% | 17.2% | 6.4% | 11.9% | 10.5% | 8.8% | |
| Goldman Sachs Dyn A | GSZAX | Tactical: Managed | Income: Multi | -0.12 | 0.15 | -0.28 | 0.03 | 0.35 | 3.4% | 4.6% | 3.0% | 2.4% | 2.7% | |||
| WestWood REs Inc | KIFYX | Tactical: Managed | Income: Multi | -0.73 | 0.43 | -0.47 | 0.05 | 0.42 | 0.29 | -0.3% | 6.3% | -0.5% | 2.0% | 4.8% | 3.9% | |
| Nuveen Preferred I | NPSRX | Tactical: Managed | Income: Multi | -0.62 | 1.25 | -0.52 | 0.18 | 0.69 | 1.3% | 7.7% | 0.4% | 3.3% | 5.3% | |||
| Pimco Income | PONPX | Tactical: Managed | Income: Multi | -0.88 | -0.06 | -0.82 | -0.01 | 0.75 | -0.9% | 4.0% | -0.4% | 2.3% | 4.4% | |||
| Principal Spectrum | PPSIX | Tactical: Managed | Income: Multi | -0.96 | 1.22 | -0.32 | 0.29 | 0.79 | 0.54 | -0.1% | 7.6% | 2.0% | 3.8% | 5.2% | 5.1% | |
| T. Rowe Price Global | PRSNX | Tactical: Managed | Income: Multi | -1.76 | -0.47 | -1.22 | -0.21 | 0.21 | -2.2% | 2.9% | -2.1% | 1.3% | 2.4% | |||
| T. Rowe Retire Balanced | TRRIX | Tactical: Managed | Income: Multi | -0.24 | 1.11 | -0.32 | 0.50 | 0.75 | 0.64 | 2.3% | 8.5% | 1.6% | 4.9% | 5.1% | 4.8% | |
| Vanguard LifeStrategy | VASIX | Tactical: Managed | Income: Multi | -0.27 | 1.07 | -0.33 | 0.31 | 0.65 | 0.65 | 2.4% | 8.3% | 1.7% | 3.6% | 3.9% | 4.0% | |
| Vanguard Target Retire | VTINX | Tactical: Managed | Income: Multi | 0.13 | 1.35 | -0.13 | 0.55 | 0.85 | 0.81 | 4.1% | 9.1% | 2.8% | 4.8% | 4.8% | 4.9% | |
| Vanguard Wellesley Adm | VWIAX | Tactical: Managed | Income: Multi | 0.49 | 1.41 | 0.05 | 0.69 | 1.10 | 1.04 | 6.0% | 10.4% | 3.8% | 5.9% | 6.4% | 6.4% | |
| Fidelity Muni | FHIGX | Tactical: Managed | Income: Tax Exempt | -0.96 | -0.49 | -0.99 | -0.31 | 0.14 | 0.30 | -2.3% | 1.8% | -2.1% | 0.7% | 2.1% | 2.7% | |
| Nuveen Amer Muni | FLAAX | Tactical: Managed | Income: Tax Exempt | -0.69 | -0.19 | -0.93 | -0.27 | 0.20 | 0.32 | -0.8% | 3.3% | -2.6% | 0.7% | 2.4% | 3.0% | |
| BlackRock Nat'l Muni | MDNLX | Tactical: Managed | Income: Tax Exempt | -0.74 | -0.61 | -1.01 | -0.39 | 0.10 | 0.27 | -0.3% | 1.8% | -1.9% | 0.6% | 1.9% | 2.5% | |
| T. Rowe Summit Muni | PRINX | Tactical: Managed | Income: Tax Exempt | -1.10 | -0.44 | -0.99 | -0.33 | 0.16 | 0.31 | -3.3% | 2.1% | -2.1% | 0.7% | 2.2% | 2.7% | |
| Vanguard LT Tax-Exempt | VWLTX | Tactical: Managed | Income: Tax Exempt | -0.79 | -0.22 | -0.85 | -0.23 | 0.23 | 0.35 | -1.4% | 3.0% | -1.6% | 1.1% | 2.4% | 2.9% | |
| Sound Mind Investing | SMIFX | Tactical: Managed | Momentum | 0.81 | 1.32 | 0.18 | 0.73 | 0.87 | 0.60 | 9.0% | 13.9% | 4.7% | 8.8% | 8.8% | 7.0% | |
| Sector Rotation | NAVFX | Tactical: Managed | Sector Rotation | 0.32 | 2.03 | 0.60 | 0.92 | 5.5% | 19.8% | 8.8% | 11.1% | |||||
| FundX ETF | XCOR | Tactical: Managed | Momentum | 0.41 | 2.02 | 0.30 | 0.89 | 1.02 | 0.62 | 6.4% | 21.3% | 5.9% | 10.8% | 10.4% | 7.3% | |
| ALPS Insurance Trust | BETFX | Tactical: Managed | Risk-Driven | 0.81 | 2.37 | 0.39 | 0.77 | 0.93 | 7.8% | 15.2% | 6.2% | 7.4% | 7.1% | |||
| Columbia Thermostat | COTZX | Tactical: Managed | Risk-Driven | -0.14 | 2.04 | 0.17 | 1.25 | 1.57 | 0.82 | 3.0% | 12.3% | 4.5% | 7.6% | 7.4% | 6.7% | |
| Dodge & Cox Balanced | DODBX | Tactical: Managed | Risk-Driven | 0.65 | 1.59 | 0.46 | 0.86 | 1.18 | 0.71 | 7.8% | 13.1% | 6.8% | 9.0% | 10.0% | 7.3% | |
| Fidelity Balanced | FBALX | Tactical: Managed | Risk-Driven | 1.53 | 2.99 | 0.62 | 1.24 | 1.42 | 0.98 | 10.7% | 18.9% | 8.4% | 11.8% | 11.1% | 8.9% | |
| Fidelity Puritan | FPURX | Tactical: Managed | Risk-Driven | 0.94 | 2.39 | 0.59 | 1.22 | 1.42 | 0.99 | 9.2% | 18.2% | 8.2% | 11.3% | 10.8% | 8.7% | |
| Janus Balanced | JANBX | Tactical: Managed | Risk-Driven | 0.03 | 2.08 | 0.34 | 1.14 | 1.33 | 1.11 | 3.5% | 15.7% | 6.0% | 10.2% | 9.7% | 8.6% | |
| Schwab Balanced | SWOBX | Tactical: Managed | Risk-Driven | 0.18 | 2.21 | 0.28 | 0.92 | 1.14 | 0.81 | 4.3% | 14.9% | 5.4% | 8.6% | 8.5% | 6.9% | |
| Vanguard Balanced | VBIAX | Tactical: Managed | Risk-Driven | 0.81 | 2.17 | 0.42 | 1.05 | 1.32 | 0.99 | 7.2% | 16.1% | 6.6% | 9.6% | 9.5% | 8.0% | |
| ValueLine AssetAlloc | VLAAX | Tactical: Managed | Risk-Driven | -0.94 | 0.30 | -0.25 | 0.64 | 0.95 | 0.71 | -3.7% | 6.0% | 0.7% | 7.0% | 7.9% | 6.8% | |
| Vanguard Wellesley Inv | VWINX | Tactical: Managed | Risk-Driven | 0.47 | 1.49 | 0.06 | 0.69 | 1.12 | 1.05 | 6.0% | 10.7% | 3.9% | 5.9% | 6.5% | 6.4% | |
| Vanguard LifeStrat Growth | VASGX | Tactical: Managed | Risk-Driven | 1.01 | 2.73 | 0.57 | 1.01 | 1.17 | 0.73 | 10.0% | 19.1% | 8.1% | 10.5% | 10.0% | 7.6% | |
| Vanguard Wellington Inv | VWELX | Tactical: Managed | Risk-Driven | 0.77 | 2.83 | 0.60 | 1.15 | 1.42 | 1.05 | 7.1% | 17.1% | 7.8% | 10.2% | 10.1% | 8.5% | |
| Vanguard STAR Inv | VGSTX | Tactical: Managed | Risk-Driven | 0.74 | 2.18 | 0.25 | 0.94 | 1.14 | 0.84 | 7.9% | 15.9% | 5.3% | 9.2% | 8.9% | 7.5% | |
| FPA Crescent | FPACX | Tactical: Managed | Risk-Driven | 1.23 | 2.59 | 0.74 | 0.94 | 1.12 | 0.94 | 11.1% | 16.3% | 8.7% | 9.8% | 9.5% | 8.4% | |
| Allspring Asset Alloc | WFAIX | Tactical: Managed | Risk-Driven | 0.59 | 2.37 | 0.43 | 1.08 | 1.50 | 0.90 | 6.0% | 16.0% | 6.6% | 9.4% | 10.2% | 8.0% | |