Tactical: Managed, ranked by Beta

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

Beta measures the volatility vs. the S&P 500 equity benchmark, as represented by the SPY exchange-traded fund. A beta of 1.10 means that the asset class is 10% more volatile than the benchmark.

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Beta vs. Annual Return
● Portfolio Recipes: Tactical: Managed ● S&P 500 (SPY) ● U.S. Bonds (BND) ● Balanced (60% Equity / 40% Bonds)

Portfolio Recipes: Tactical: Managed Peer Group
Sort by any column by clicking on the gray column heading.

      Beta   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 0.10 0.22 0.26 0.15 0.11 0.08   -1.5% 4.2% -0.6% 1.1% 1.8% 2.9%
S&P 500 SPY Benchmark 1.00 1.00 1.00 1.00 1.00 1.00   15.7% 22.8% 13.7% 15.2% 15.6% 11.1%
Strategic 60-40 Portfolio s.6040 Benchmark 0.63 0.70 0.71 0.67 0.66 0.65   8.5% 14.9% 7.3% 9.3% 9.9% 8.0%
S&P 500 Equal Weight RSP Equal Weight 0.61 0.84 0.92 1.01 1.02 1.08   11.4% 15.5% 8.6% 11.4% 13.2% 9.8%
Permanent Portfolio PRPFX Low Equity 0.38 0.36 0.47 0.52 0.50 0.48   8.7% 19.9% 12.0% 10.2% 7.8% 8.1%
Hedge Replication HDG Blended 0.35 0.31 0.32 0.34 0.35     8.1% 7.5% 3.4% 3.7% 3.4%  
Inv Dorsey Wright PDP Blended 1.08 1.25 1.16 1.07 1.04     16.8% 21.6% 9.3% 12.8% 13.4%  
NYLI Hedge Multi-Strat QAI Blended 0.41 0.37 0.34 0.31 0.31     7.2% 8.5% 4.3% 3.6% 3.3%  
ProShares Lg Cap CSM Hedged: 130-30 0.99 1.01 1.01 1.03 1.03     14.6% 22.5% 12.9% 14.1% 15.0%  
MultiAsset ETF RLY Hedged: Abs Return 0.11 0.25 0.49 0.61       21.1% 13.9% 10.7% 8.1%    
NYLI Merger Arbitrage MNA Hedged: Arbitrage -0.02 0.01 0.07 0.12 0.13     2.6% 5.7% 2.5% 2.7% 3.3%  
AGF AntiBeta BTAL Hedged: Mkt Neutral -0.82 -0.87 -0.65 -0.61 -0.65     -22.7% -12.0% -4.3% -4.1% -4.0%  
WisdmTr EM HiYld DEM Income: Equity 0.56 0.47 0.56 0.70 0.77     25.3% 19.2% 11.1% 9.4% 6.0%  
WisdmTr EM SmCap DGS Income: Equity 0.73 0.65 0.63 0.78 0.82     15.0% 14.9% 7.8% 8.4% 7.2%  
WisdomTree ex-US DLN Income: Equity 0.52 0.68 0.75 0.85 0.85 0.88   13.8% 18.9% 12.8% 12.4% 13.2% 9.4%
WisdmTr Intl SmCap DLS Income: Equity 0.70 0.61 0.72 0.83 0.84 0.97   13.7% 19.5% 7.8% 7.5% 8.6% 6.2%
iShares Select Dividend DVY Income: Equity 0.18 0.54 0.67 0.81 0.78 0.82   10.8% 16.3% 9.7% 9.7% 11.8% 8.1%
SPDR S&P Int'l DWX Income: Equity 0.27 0.25 0.51 0.60 0.70     11.8% 16.4% 8.4% 6.8% 5.1%  
iShares Core Hi Div HDV Income: Equity 0.05 0.28 0.54 0.71 0.69     17.8% 16.0% 12.1% 9.4% 11.0%  
iShr Intl Select Dividend IDV Income: Equity 0.37 0.37 0.63 0.78 0.84     22.2% 25.4% 13.6% 9.7% 8.6%  
Invesco Intl Div PID Income: Equity 0.36 0.52 0.71 0.85 0.89 0.99   4.1% 12.6% 7.8% 7.7% 6.7% 4.7%
SPDR S&P Dividend SDY Income: Equity 0.30 0.54 0.68 0.79 0.80 0.83   7.3% 11.3% 8.1% 9.2% 11.4% 8.5%
Vanguard Hi Div Yld ETF VYM Income: Equity 0.52 0.68 0.73 0.82 0.83     12.8% 17.7% 11.6% 11.3% 12.8%  
Invesco Sr Loan ETF BKLN Income: Float Rate 0.04 0.10 0.19 0.23 0.23     4.0% 6.7% 5.4% 4.2% 4.4%  
Invesco Multi-Asset CVY Income: Multi 0.47 0.70 0.80 1.00 0.98 1.02   10.2% 13.5% 8.1% 8.2% 7.6% 5.6%
SPDR Conv Sec CWB Income: Multi 0.99 0.82 0.72 0.78 0.76     13.6% 16.4% 5.5% 11.1% 11.2%  
SPDR Inc Alloc INKM Income: Multi 0.30 0.42 0.51 0.54       4.4% 9.7% 3.6% 4.9%    
iSh MultiAsset Income IYLD Income: Multi 0.27 0.30 0.46 0.52       6.9% 10.0% 3.2% 3.5%    
FirstTrust Multi-Asset MDIV Income: Multi 0.22 0.38 0.55 0.75       6.5% 10.0% 6.1% 4.6%    
iShr Preferred ETF PFF Income: Multi 0.46 0.56 0.54 0.50 0.46     -1.6% 5.5% 0.4% 2.8% 4.6%  
Invesco Preferred ETF PGX Income: Multi 0.36 0.57 0.55 0.45 0.39     -7.6% 3.3% -2.0% 1.6% 3.9%  
First Trust Focus 5 FV Sector Rotation 1.15 1.26 1.09 1.11       19.0% 18.7% 10.6% 12.9%    
iShr Aggressive AOA Risk-Driven 0.75 0.74 0.78 0.77 0.79     12.9% 17.9% 9.2% 10.1% 10.7%  
iShr Conservative AOK Risk-Driven 0.36 0.42 0.45 0.39 0.37     3.9% 9.5% 3.3% 4.7% 4.9%  
iShr Moderate AOM Risk-Driven 0.44 0.48 0.52 0.46 0.45     5.7% 11.2% 4.5% 5.8% 6.1%  
iShr Growth AOR Risk-Driven 0.60 0.62 0.65 0.62 0.62     9.3% 14.5% 6.9% 7.9% 8.4%  
Principal GlobMultiStrat PMSAX Blended 0.23 0.22 0.23 0.27       9.4% 8.3% 5.6% 4.5%    
Hundredfold Select SFHYX Blended 0.26 0.30 0.27 0.27 0.27 0.27   6.0% 8.1% 2.7% 7.0% 6.6% 6.5%
UBS Global Alloc BPGLX Global Macro 0.77 0.69 0.64 0.64 0.65 0.75   10.9% 15.3% 5.9% 7.3% 7.2% 5.2%
DFA Select Hedged DSHGX Global Macro 0.82 0.82 0.84 0.91       18.6% 21.8% 12.9% 12.7%    
GMO Benchm-Free GBMFX Global Macro 0.28 0.26 0.29 0.36 0.38 0.37   19.5% 15.4% 9.8% 6.5% 6.1% 6.1%
Leuthold Global GLBIX Global Macro 0.35 0.42 0.47 0.51 0.51     14.1% 12.4% 6.9% 6.2% 6.4%  
GMO Global Alloc GMWAX Global Macro 0.50 0.50 0.54 0.55 0.56 0.55   19.3% 17.3% 8.8% 7.5% 7.1% 6.2%
Mac Asset Strategy IVAEX Global Macro 0.72 0.68 0.68 0.79 0.83 0.73   6.8% 16.2% 8.7% 8.0% 7.4% 6.9%
Leuthold Core LCORX Global Macro 0.47 0.59 0.52 0.52 0.52 0.61   7.5% 12.9% 7.9% 8.1% 8.1% 6.7%
Loomis Global Alloc Y LSWWX Global Macro 0.64 0.78 0.88 0.80 0.80 0.83   7.8% 15.2% 6.3% 9.3% 9.7% 8.8%
BlackRock Global I MALOX Global Macro 0.71 0.67 0.60 0.61 0.62 0.61   10.5% 15.6% 5.7% 7.5% 7.3% 6.5%
MFS Global Tot Ret MFWIX Global Macro 0.36 0.46 0.56 0.56 0.57 0.57   8.0% 11.8% 5.4% 6.3% 7.3% 6.3%
PIMCO All-Asset PAUIX Global Macro 0.44 0.41 0.55 0.51 0.51 0.44   6.8% 9.0% 2.1% 3.9% 3.7% 4.4%
Thornburg Inv Income Y TIBIX Global Macro 0.33 0.34 0.51 0.66 0.67 0.71   24.0% 25.4% 16.6% 12.3% 11.2% 9.5%
VALIC Global Strat VGLSX Global Macro 0.72 0.69 0.66 0.62 0.68 0.69   14.7% 18.5% 8.6% 6.9% 7.4% 6.6%
NYLI Int'l Res MYITX Hedged: 130-30 0.84 0.65 0.80 0.81 0.85     20.2% 22.7% 10.5% 7.2% 8.1%  
MFS Target Return A DVRAX Hedged: Abs Return 0.09 0.15 0.22 0.24 0.24     3.3% 8.7% 5.1% 4.8% 4.3%  
EatonVance GlobalMacro EIGMX Hedged: Abs Return 0.10 0.08 0.06 0.11 0.12 0.09   11.3% 9.8% 5.7% 4.5% 3.9% 4.4%
Virtus ASG Global GAFYX Hedged: Abs Return 0.54 0.36 0.28 0.30 0.33     14.0% 8.4% 6.0% 4.5% 3.9%  
Goldman Sachs Instl GARTX Hedged: Abs Return 0.45 0.38 0.37 0.37 0.37     9.5% 8.9% 5.5% 5.0% 4.3%  
Jhancock Multi Abs Ret I JHAIX Hedged: Abs Return 0.41 0.36 0.31 0.27       0.2% 4.1% 2.6% 3.1%    
Putnam Short Dur Y PARYX Hedged: Abs Return 0.06 0.06 0.07 0.08 0.07     0.5% 2.5% 0.4% 1.8% 1.6%  
Putnam Core Bond Y PYTRX Hedged: Abs Return 0.10 0.23 0.16 0.17 0.16     -1.9% 4.2% 1.3% 2.3% 2.2%  
AQR Divers N ADANX Hedged: Arbitrage 0.09 0.07 0.10 0.16 0.14     5.3% 5.3% 2.9% 6.3% 4.0%  
Arbitrage Fund ARBNX Hedged: Arbitrage -0.01 0.08 0.09 0.09 0.09 0.09   5.4% 6.1% 4.0% 3.7% 3.0% 3.4%
BlackRock EmMkt A BLSAX Hedged: Long/Short 1.38 0.79 0.74 0.78       29.6% 22.4% 7.6% 6.3%    
Robeco Long/Short I BPLSX Hedged: Long/Short 0.38 0.50 0.51 0.58 0.52 0.64   30.9% 25.7% 19.6% 11.1% 10.4% 10.9%
Diamond Hill Long-Short I DHLSX Hedged: Long/Short 0.33 0.41 0.49 0.65 0.67 0.65   2.6% 10.8% 6.4% 7.1% 8.2% 5.9%
Cromwell L/S MFADX Hedged: Long/Short 0.69 0.56 0.48 0.58 0.53     12.0% 13.1% 9.8% 8.6% 6.2%  
Calamos Market Neu Inc CVSIX Hedged: Mkt Neutral 0.13 0.08 0.17 0.17 0.20 0.25   5.4% 5.2% 3.8% 4.1% 4.2% 3.6%
Gabelli ABC AAA GABCX Hedged: Mkt Neutral 0.20 0.18 0.17 0.17 0.17 0.17   4.4% 7.1% 4.9% 3.8% 3.7% 3.7%
JPMorgan Mkt Neutral A JMNAX Hedged: Mkt Neutral -0.02 0.06 0.04 0.00 0.02 0.03   -1.9% 5.2% 4.9% 4.5% 2.8% 2.7%
Vanguard Market Neutral VMNFX Hedged: Mkt Neutral -0.04 -0.00 -0.08 -0.02 -0.01 0.00   21.0% 12.3% 13.8% 5.7% 4.7% 3.5%
Fidelity Equity FEQTX Income: Equity 0.48 0.59 0.67 0.84 0.86 0.95   15.8% 16.1% 11.0% 10.6% 12.0% 7.7%
Fidelity Strategic FSDIX Income: Equity 0.46 0.59 0.64 0.68 0.68 0.81   12.8% 15.2% 8.2% 9.4% 10.6% 7.7%
Columbia Div Income LBSAX Income: Equity 0.34 0.59 0.72 0.79 0.80 0.81   11.9% 16.8% 11.0% 12.2% 12.9% 9.7%
Invesco Divers Dividend LCEIX Income: Equity 0.42 0.66 0.70 0.76 0.76 0.82   10.2% 15.6% 9.8% 8.9% 11.1% 8.3%
BlackRock Eq Dividend MDDVX Income: Equity 0.69 0.68 0.67 0.81 0.83 0.84   18.9% 18.8% 8.8% 10.5% 11.2% 8.6%
T. Rowe Equity Income PRFDX Income: Equity 0.64 0.72 0.77 0.90 0.92 0.96   19.4% 18.1% 11.1% 11.2% 12.0% 8.4%
Schwab Div Equity SWDSX Income: Equity 0.36 0.58 0.69 0.86 0.89 0.88   9.6% 16.8% 9.3% 9.1% 10.5% 7.5%
Vanguard Equity VEIPX Income: Equity 0.54 0.66 0.72 0.81 0.82 0.85   11.5% 17.0% 11.4% 11.6% 12.9% 9.6%
Lord Abbett Float Rate LFRAX Income: Float Rate 0.05 0.08 0.12 0.22 0.21     1.8% 2.7% 1.2% 2.2% 3.3%  
Calamos Global Opp CVLOX Income: Global 1.10 0.93 0.88 0.86 0.84 0.80   13.8% 21.9% 9.5% 10.9% 9.2% 7.5%
Loomis Global Alloc A LGMAX Income: Global 0.64 0.78 0.88 0.80 0.80 0.83   7.5% 14.9% 6.0% 9.1% 9.3% 8.4%
Neuberger Berman Eq Inc NBHAX Income: Global 0.35 0.54 0.67 0.72 0.72     6.3% 15.0% 9.2% 8.8% 9.0%  
Thornburg Inv Income A TIBAX Income: Global 0.33 0.36 0.52 0.66 0.67 0.71   23.7% 24.9% 16.2% 12.0% 10.6% 9.0%
Am Century Target Date ARTOX Income: Multi 0.40 0.47 0.51 0.49 0.49 0.49   4.8% 10.2% 4.3% 5.8% 6.4% 5.5%
BlackRock Strat Inc Opp BASIX Income: Multi 0.17 0.20 0.17 0.18 0.17     -1.7% 2.7% -0.3% 1.8% 2.4%  
Calamos Convertible CCVIX Income: Multi 1.07 0.87 0.75 0.75 0.74 0.70   18.5% 17.3% 6.0% 11.0% 9.6% 7.9%
Invesco Convertible Y CNSDX Income: Multi 1.02 0.84 0.70 0.70 0.69 0.68   13.8% 16.1% 6.1% 10.4% 10.0% 8.6%
Fidelity Convertibles FCVSX Income: Multi 1.02 0.83 0.71 0.73 0.75 0.87   16.0% 18.3% 8.6% 12.4% 11.6% 9.3%
Goldman Sachs Dyn A GSZAX Income: Multi 0.16 0.12 0.14 0.19 0.19     4.3% 5.1% 2.5% 2.5% 2.7%  
WestWood REs Inc KIFYX Income: Multi 0.36 0.47 0.50 0.65 0.59 0.73   -1.3% 5.4% -0.1% 1.9% 5.0% 4.0%
Nuveen Preferred I NPSRX Income: Multi 0.24 0.29 0.29 0.36 0.34     2.4% 6.9% 0.3% 3.3% 5.6%  
Pimco Income PONPX Income: Multi 0.18 0.22 0.26 0.23 0.21     -2.4% 2.6% -0.9% 2.1% 4.3%  
Principal Spectrum PPSIX Income: Multi 0.22 0.27 0.29 0.32 0.30 0.41   -0.0% 6.9% 1.9% 3.8% 5.4% 5.2%
T. Rowe Price Global PRSNX Income: Multi 0.16 0.21 0.25 0.24 0.23     -3.0% 2.1% -2.4% 1.2% 2.5%  
T. Rowe Retire Balanced TRRIX Income: Multi 0.42 0.40 0.45 0.45 0.45 0.47   2.4% 7.7% 1.9% 4.8% 5.5% 4.9%
Vanguard LifeStrategy VASIX Income: Multi 0.28 0.35 0.38 0.29 0.27 0.27   2.0% 7.2% 1.6% 3.3% 4.0% 4.0%
Vanguard Target Retire VTINX Income: Multi 0.36 0.38 0.41 0.36 0.35 0.34   4.4% 8.2% 3.0% 4.6% 5.0% 4.9%
Vanguard Wellesley Adm VWIAX Income: Multi 0.28 0.40 0.45 0.41 0.39 0.38   2.5% 8.4% 3.4% 5.3% 6.5% 6.3%
Fidelity Muni FHIGX Income: Tax Exempt 0.20 0.31 0.29 0.17 0.13 0.10   -4.5% 0.2% -2.8% 0.3% 1.8% 2.5%
Nuveen Amer Muni FLAAX Income: Tax Exempt 0.21 0.32 0.34 0.21 0.16 0.14   -3.4% 1.3% -3.4% 0.2% 2.1% 2.8%
BlackRock Nat'l Muni MDNLX Income: Tax Exempt 0.17 0.24 0.27 0.18 0.14 0.11   -3.6% 0.2% -2.7% 0.1% 1.7% 2.3%
T. Rowe Summit Muni PRINX Income: Tax Exempt 0.20 0.32 0.29 0.18 0.14 0.11   -5.4% 0.3% -2.7% 0.2% 1.9% 2.6%
Vanguard LT Tax-Exempt VWLTX Income: Tax Exempt 0.20 0.34 0.32 0.19 0.14 0.11   -3.9% 1.1% -2.4% 0.6% 2.2% 2.7%
Sound Mind Investing SMIFX Momentum 0.68 0.81 0.59 0.77 0.81 0.89   8.0% 12.8% 5.9% 8.6% 9.5% 7.2%
Sector Rotation NAVFX Sector Rotation 0.89 1.01 0.92 0.94       8.8% 19.6% 10.4% 11.0%    
FundX ETF XCOR Momentum 1.09 1.08 0.91 0.94 0.95 0.98   14.5% 22.4% 8.0% 11.0% 11.4% 7.8%
ALPS Insurance Trust BETFX Risk-Driven 0.64 0.62 0.65 0.62 0.62     9.8% 14.5% 6.8% 7.3% 7.6%  
Columbia Thermostat COTZX Risk-Driven 0.38 0.48 0.45 0.37 0.38 0.54   3.0% 11.1% 4.3% 7.4% 7.8% 6.7%
Dodge & Cox Balanced DODBX Risk-Driven 0.29 0.47 0.56 0.68 0.71 0.77   4.0% 11.0% 6.7% 8.7% 10.4% 7.3%
Fidelity Balanced FBALX Risk-Driven 0.73 0.75 0.77 0.76 0.75 0.74   13.8% 17.9% 9.6% 11.6% 11.6% 9.1%
Fidelity Puritan FPURX Risk-Driven 0.70 0.78 0.75 0.71 0.71 0.71   12.6% 17.8% 9.5% 11.3% 11.4% 8.9%
Janus Balanced JANBX Risk-Driven 0.68 0.73 0.70 0.66 0.66 0.61   4.8% 14.9% 6.9% 10.1% 10.2% 8.7%
Schwab Balanced SWOBX Risk-Driven 0.65 0.68 0.67 0.65 0.65 0.64   6.9% 14.1% 6.3% 8.5% 9.1% 7.0%
Vanguard Balanced VBIAX Risk-Driven 0.63 0.73 0.72 0.68 0.66 0.65   8.4% 15.1% 7.4% 9.4% 10.0% 8.1%
ValueLine AssetAlloc VLAAX Risk-Driven 0.26 0.54 0.67 0.64 0.64 0.67   -11.0% 3.9% 0.8% 6.3% 8.1% 6.7%
Vanguard Wellesley Inv VWINX Risk-Driven 0.29 0.39 0.44 0.41 0.39 0.38   2.5% 8.6% 3.5% 5.4% 6.5% 6.3%
Vanguard LifeStrat Growth VASGX Risk-Driven 0.78 0.75 0.78 0.78 0.79 0.83   13.0% 18.4% 9.2% 10.4% 10.7% 7.8%
Vanguard Wellington Inv VWELX Risk-Driven 0.68 0.68 0.68 0.66 0.61 0.62   9.2% 16.6% 8.7% 10.1% 10.6% 8.7%
Vanguard STAR Inv VGSTX Risk-Driven 0.60 0.69 0.72 0.70 0.65 0.66   8.6% 14.4% 5.8% 8.9% 9.4% 7.5%
FPA Crescent FPACX Risk-Driven 0.53 0.55 0.61 0.71 0.66 0.62   10.3% 14.8% 9.0% 9.6% 9.9% 8.4%
Allspring Asset Alloc WFAIX Risk-Driven 0.64 0.71 0.70 0.64 0.64 0.69   8.3% 15.3% 7.6% 9.3% 10.8% 8.2%