Tactical: Managed, ranked by Alpha

for period ending June 30, 2025

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

Alpha is another way to see risk-adjusted return, showing the extra return above the expected return given the asset class's volatility (beta). Alpha greater than zero shows performance above what is expected based on its beta versus the benchmark of the S&P 500 (represented by the SPY exchange-traded fund).

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Portfolio Recipes: Tactical: Managed Peer Group
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      Alpha   Total Return, annualized
Recipe Name ID 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 0.4% * * * * *   6.1% * * * * *
S&P 500 SPY Benchmark 0.0% * * * * *   14.9% * * * * *
Strategic 60-40 Portfolio s.6040 Benchmark -0.0% * * * * *   11.6% * * * * *
S&P 500 Equal Weight RSP Equal Weight -1.7% * * * * *   12.4% * * * * *
Permanent Portfolio PRPFX Low Equity 14.8% * * * * *   22.6% * * * * *
Hedge Replication HDG Blended -3.1% * * * * *   4.5% * * * * *
Inv Dorsey Wright PDP Blended -7.7% * * * * *   11.2% * * * * *
Inv Dynamic Market PWC Blended 3.2% * * * * *   12.4% * * * * *
NYLI Hedge Multi-Strat QAI Blended -1.6% * * * * *   6.5% * * * * *
ProShares Lg Cap CSM Hedged: 130-30 0.0% * * * * *   14.9% * * * * *
MultiAsset ETF RLY Hedged: Abs Return 0.4% * * * * *   8.2% * * * * *
NYLI Merger Arbitrage MNA Hedged: Arbitrage 7.4% * * * * *   11.6% * * * * *
AGF AntiBeta BTAL Hedged: Mkt Neutral -0.2% * * * * *   -6.6% * * * * *
WisdmTr EM HiYld DEM Income: Equity 3.1% * * * * *   10.1% * * * * *
WisdmTr EM SmCap DGS Income: Equity 0.8% * * * * *   10.5% * * * * *
WisdomTree ex-US DLN Income: Equity 3.0% * * * * *   15.2% * * * * *
WisdmTr Intl SmCap DLS Income: Equity 15.3% * * * * *   23.7% * * * * *
iShares Select Dividend DVY Income: Equity 2.0% * * * * *   14.1% * * * * *
SPDR S&P Int'l DWX Income: Equity 22.8% * * * * *   27.6% * * * * *
iShares Core Hi Div HDV Income: Equity 3.7% * * * * *   11.6% * * * * *
iShr Intl Select Dividend IDV Income: Equity 26.1% * * * * *   32.0% * * * * *
Invesco Intl Div PID Income: Equity 10.6% * * * * *   18.8% * * * * *
SPDR S&P Dividend SDY Income: Equity -1.6% * * * * *   9.6% * * * * *
Vanguard Hi Div Yld ETF VYM Income: Equity 2.8% * * * * *   15.5% * * * * *
Invesco Sr Loan ETF BKLN Income: Float Rate 1.7% * * * * *   7.6% * * * * *
Invesco Multi-Asset CVY Income: Multi -6.3% * * * * *   6.7% * * * * *
SPDR Conv Sec CWB Income: Multi 4.7% * * * * *   17.0% * * * * *
SPDR Inc Alloc INKM Income: Multi 2.8% * * * * *   10.6% * * * * *
iSh MultiAsset Income IYLD Income: Multi 3.8% * * * * *   10.0% * * * * *
FirstTrust Multi-Asset MDIV Income: Multi -1.5% * * * * *   7.3% * * * * *
iShr Preferred ETF PFF Income: Multi -5.1% * * * * *   3.7% * * * * *
Invesco Preferred ETF PGX Income: Multi -6.1% * * * * *   2.2% * * * * *
First Trust Focus 5 FV Sector Rotation -13.1% * * * * *   3.9% * * * * *
iShr Aggressive AOA Risk-Driven 2.8% * * * * *   14.1% * * * * *
iShr Conservative AOK Risk-Driven 1.5% * * * * *   9.4% * * * * *
iShr Moderate AOM Risk-Driven 2.0% * * * * *   10.5% * * * * *
iShr Growth AOR Risk-Driven 2.4% * * * * *   12.3% * * * * *
BNY Dynamic Ins AVGRX Blended -4.7% * * * * *   1.9% * * * * *
Principal GlobMultiStrat PMSAX Blended -0.9% * * * * *   6.2% * * * * *
Hundredfold Select SFHYX Blended 1.3% * * * * *   8.9% * * * * *
UBS Global Alloc BPGLX Global Macro 1.9% * * * * *   12.2% * * * * *
DFA Select Hedged DSHGX Global Macro 2.2% * * * * *   14.8% * * * * *
GMO Benchm-Free GBMFX Global Macro 5.0% * * * * *   10.2% * * * * *
Leuthold Global GLBIX Global Macro 0.7% * * * * *   8.9% * * * * *
GMO Global Alloc GMWAX Global Macro 4.4% * * * * *   12.4% * * * * *
Mac Asset Strategy IVAEX Global Macro 4.4% * * * * *   14.7% * * * * *
Leuthold Core LCORX Global Macro -1.7% * * * * *   10.0% * * * * *
Loomis Global Alloc Y LSWWX Global Macro -1.3% * * * * *   11.2% * * * * *
BlackRock Global I MALOX Global Macro 4.5% * * * * *   15.2% * * * * *
MFS Global Tot Ret MFWIX Global Macro 3.7% * * * * *   12.0% * * * * *
PIMCO All-Asset PAUIX Global Macro 2.2% * * * * *   9.6% * * * * *
Thornburg Inv Income Y TIBIX Global Macro 19.4% * * * * *   25.7% * * * * *
VALIC Global Strat VGLSX Global Macro 3.5% * * * * *   13.5% * * * * *
NYLI Int'l Res MYITX Hedged: 130-30 13.5% * * * * *   22.1% * * * * *
MFS Target Return A DVRAX Hedged: Abs Return 4.2% * * * * *   9.9% * * * * *
EatonVance GlobalMacro EIGMX Hedged: Abs Return 3.0% * * * * *   8.3% * * * * *
Virtus ASG Global GAFYX Hedged: Abs Return -3.6% * * * * *   5.4% * * * * *
Goldman Sachs Instl GARTX Hedged: Abs Return -2.5% * * * * *   6.1% * * * * *
Jhancock Multi Abs Ret I JHAIX Hedged: Abs Return -0.3% * * * * *   8.5% * * * * *
Putnam Short Dur Y PARYX Hedged: Abs Return -0.5% * * * * *   4.2% * * * * *
Putnam Core Bond Y PYTRX Hedged: Abs Return 0.5% * * * * *   6.2% * * * * *
AQR Divers N ADANX Hedged: Arbitrage 2.4% * * * * *   6.5% * * * * *
Arbitrage Fund ARBNX Hedged: Arbitrage 2.1% * * * * *   7.0% * * * * *
BlackRock EmMkt A BLSAX Hedged: Long/Short 5.2% * * * * *   13.0% * * * * *
Robeco Long/Short I BPLSX Hedged: Long/Short 10.9% * * * * *   22.4% * * * * *
Diamond Hill Long-Short I DHLSX Hedged: Long/Short 1.2% * * * * *   9.8% * * * * *
Cromwell L/S MFADX Hedged: Long/Short -1.2% * * * * *   11.8% * * * * *
Calamos Market Neu Inc CVSIX Hedged: Mkt Neutral 2.0% * * * * *   7.3% * * * * *
Gabelli ABC AAA GABCX Hedged: Mkt Neutral 0.7% * * * * *   7.5% * * * * *
JPMorgan Mkt Neutral A JMNAX Hedged: Mkt Neutral 2.3% * * * * *   8.3% * * * * *
Vanguard Market Neutral VMNFX Hedged: Mkt Neutral -1.2% * * * * *   4.5% * * * * *
Fidelity Equity FEQTX Income: Equity 6.9% * * * * *   17.3% * * * * *
Fidelity Strategic FSDIX Income: Equity 0.1% * * * * *   11.1% * * * * *
Columbia Div Income LBSAX Income: Equity 1.1% * * * * *   13.5% * * * * *
Invesco Divers Dividend LCEIX Income: Equity 0.2% * * * * *   13.3% * * * * *
BlackRock Eq Dividend MDDVX Income: Equity 1.5% * * * * *   13.4% * * * * *
T. Rowe Equity Income PRFDX Income: Equity -1.9% * * * * *   10.5% * * * * *
Schwab Div Equity SWDSX Income: Equity 6.6% * * * * *   18.0% * * * * *
Vanguard Equity VEIPX Income: Equity 3.0% * * * * *   15.3% * * * * *
Lord Abbett Float Rate LFRAX Income: Float Rate -1.8% * * * * *   4.0% * * * * *
Calamos Global Opp CVLOX Income: Global 0.6% * * * * *   13.5% * * * * *
Loomis Global Alloc A LGMAX Income: Global -1.6% * * * * *   10.9% * * * * *
Neuberger Berman Eq Inc NBHAX Income: Global 6.7% * * * * *   17.9% * * * * *
Thornburg Inv Income A TIBAX Income: Global 17.7% * * * * *   24.4% * * * * *
Am Century Target Date ARTOX Income: Multi 0.8% * * * * *   9.7% * * * * *
BlackRock Strat Inc Opp BASIX Income: Multi -0.2% * * * * *   5.8% * * * * *
Calamos Convertible CCVIX Income: Multi 1.4% * * * * *   15.0% * * * * *
Invesco Convertible Y CNSDX Income: Multi 2.6% * * * * *   15.9% * * * * *
Fidelity Convertibles FCVSX Income: Multi -2.8% * * * * *   12.0% * * * * *
Goldman Sachs Dyn A GSZAX Income: Multi -1.1% * * * * *   5.2% * * * * *
WestWood REs Inc KIFYX Income: Multi -6.1% * * * * *   2.0% * * * * *
Nuveen Preferred I NPSRX Income: Multi 0.4% * * * * *   7.0% * * * * *
Pimco Income PONPX Income: Multi 0.3% * * * * *   6.1% * * * * *
Principal Spectrum PPSIX Income: Multi 1.7% * * * * *   8.0% * * * * *
T. Rowe Price Global PRSNX Income: Multi -1.5% * * * * *   3.7% * * * * *
T. Rowe Retire Balanced TRRIX Income: Multi 0.0% * * * * *   7.8% * * * * *
Vanguard LifeStrategy VASIX Income: Multi 0.4% * * * * *   7.8% * * * * *
Vanguard Target Retire VTINX Income: Multi 1.1% * * * * *   8.7% * * * * *
Vanguard Wellesley Adm VWIAX Income: Multi 0.8% * * * * *   9.2% * * * * *
Fidelity Muni FHIGX Income: Tax Exempt -9.8% * * * * *   -3.0% * * * * *
Nuveen Amer Muni FLAAX Income: Tax Exempt -7.8% * * * * *   -1.1% * * * * *
BlackRock Nat'l Muni MDNLX Income: Tax Exempt -7.7% * * * * *   -1.3% * * * * *
T. Rowe Summit Muni PRINX Income: Tax Exempt -8.5% * * * * *   -1.7% * * * * *
Vanguard LT Tax-Exempt VWLTX Income: Tax Exempt -8.3% * * * * *   -1.5% * * * * *
Sound Mind Investing SMIFX Momentum -7.8% * * * * *   6.0% * * * * *
Sector Rotation NAVFX Sector Rotation 0.7% * * * * *   17.0% * * * * *
FundX ETF XCOR Momentum -4.8% * * * * *   10.4% * * * * *
ALPS Insurance Trust BETFX Risk-Driven 1.8% * * * * *   11.8% * * * * *
Columbia Thermostat COTZX Risk-Driven 5.5% * * * * *   14.7% * * * * *
Dodge & Cox Balanced DODBX Risk-Driven 2.0% * * * * *   12.0% * * * * *
Fidelity Balanced FBALX Risk-Driven -4.5% * * * * *   8.1% * * * * *
Fidelity Puritan FPURX Risk-Driven -7.3% * * * * *   6.0% * * * * *
Janus Balanced JANBX Risk-Driven 1.4% * * * * *   13.6% * * * * *
Schwab Balanced SWOBX Risk-Driven 0.4% * * * * *   11.2% * * * * *
Vanguard Balanced VBIAX Risk-Driven -1.4% * * * * *   11.0% * * * * *
ValueLine AssetAlloc VLAAX Risk-Driven 1.2% * * * * *   11.3% * * * * *
Vanguard Wellesley Inv VWINX Risk-Driven 2.2% * * * * *   10.1% * * * * *
Vanguard LifeStrat Growth VASGX Risk-Driven 3.8% * * * * *   14.8% * * * * *
Vanguard Wellington Inv VWELX Risk-Driven 3.3% * * * * *   14.8% * * * * *
Vanguard STAR Inv VGSTX Risk-Driven 0.9% * * * * *   12.0% * * * * *
FPA Crescent FPACX Risk-Driven -0.0% * * * * *   10.7% * * * * *
Allspring Asset Alloc WFAIX Risk-Driven -0.7% * * * * *   10.7% * * * * *
Berkshire Hathaway Inc BRK.A Global Macro 16.0% * * * * *   19.0% * * * * *