Tactical: Managed, ranked by Beta

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

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 0.06 0.19 0.26 0.15 0.12 0.08   0.2% 5.5% -0.2% 1.5% 1.9% 3.0%
S&P 500 SPY Benchmark 1.00 1.00 1.00 1.00 1.00 1.00   12.0% 23.3% 12.0% 15.3% 14.7% 10.9%
Strategic 60-40 Portfolio s.6040 Benchmark 0.62 0.69 0.71 0.67 0.66 0.65   7.4% 15.9% 6.6% 9.6% 9.4% 7.9%
S&P 500 Equal Weight RSP Equal Weight 0.56 0.78 0.91 1.01 1.01 1.08   18.0% 19.0% 8.5% 12.3% 12.7% 9.9%
Permanent Portfolio PRPFX Low Equity 0.39 0.37 0.48 0.52 0.50 0.48   5.5% 19.2% 11.1% 10.2% 7.2% 7.9%
Hedge Replication HDG Blended 0.36 0.31 0.33 0.34 0.34     6.1% 7.6% 3.0% 3.7% 3.0%  
Inv Dorsey Wright PDP Blended 1.10 1.25 1.16 1.07 1.04     9.4% 22.0% 6.6% 12.7% 12.4%  
NYLI Hedge Multi-Strat QAI Blended 0.43 0.37 0.35 0.31 0.31     4.8% 8.4% 3.8% 3.5% 3.0%  
ProShares Lg Cap CSM Hedged: 130-30 0.99 1.00 1.01 1.03 1.03     11.3% 23.2% 11.5% 14.2% 14.1%  
MultiAsset ETF RLY Hedged: Abs Return 0.10 0.21 0.47 0.60       24.6% 16.2% 10.4% 8.6%    
NYLI Merger Arbitrage MNA Hedged: Arbitrage -0.02 0.00 0.07 0.11 0.12     3.0% 5.8% 2.6% 2.9% 3.1%  
AGF AntiBeta BTAL Hedged: Mkt Neutral -0.90 -0.89 -0.68 -0.62 -0.63     -7.3% -10.9% -2.1% -3.3% -2.4%  
WisdmTr EM HiYld DEM Income: Equity 0.64 0.48 0.59 0.70 0.76     19.7% 18.4% 10.3% 8.8% 4.9%  
WisdmTr EM SmCap DGS Income: Equity 0.84 0.66 0.67 0.78 0.82     7.3% 13.8% 6.7% 7.8% 5.9%  
WisdomTree ex-US DLN Income: Equity 0.49 0.64 0.74 0.85 0.85 0.88   18.2% 21.3% 12.3% 13.0% 12.9% 9.4%
WisdmTr Intl SmCap DLS Income: Equity 0.76 0.60 0.74 0.83 0.86 0.97   12.7% 20.0% 6.9% 7.5% 8.0% 5.8%
iShares Select Dividend DVY Income: Equity 0.13 0.48 0.66 0.80 0.78 0.82   20.9% 20.1% 10.5% 10.7% 11.7% 8.2%
SPDR S&P Int'l DWX Income: Equity 0.25 0.22 0.51 0.60 0.69     15.4% 18.0% 8.4% 7.2% 4.6%  
iShares Core Hi Div HDV Income: Equity -0.03 0.18 0.52 0.70 0.69     34.8% 21.7% 13.6% 10.9% 11.4%  
iShr Intl Select Dividend IDV Income: Equity 0.37 0.34 0.64 0.77 0.83     21.0% 27.0% 13.3% 10.2% 7.9%  
Invesco Intl Div PID Income: Equity 0.31 0.46 0.70 0.84 0.88 0.99   8.4% 15.7% 7.9% 8.5% 6.3% 4.7%
SPDR S&P Dividend SDY Income: Equity 0.21 0.46 0.66 0.78 0.79 0.82   20.2% 15.8% 9.1% 10.6% 11.4% 8.8%
Vanguard Hi Div Yld ETF VYM Income: Equity 0.47 0.63 0.72 0.81 0.82     19.3% 20.9% 11.8% 12.0% 12.6%  
Invesco Sr Loan ETF BKLN Income: Float Rate 0.04 0.10 0.20 0.23 0.22     4.2% 7.0% 5.5% 4.2% 4.1%  
Invesco Multi-Asset CVY Income: Multi 0.46 0.66 0.81 1.00 0.98 1.02   15.8% 15.9% 8.1% 8.5% 7.1% 5.6%
SPDR Conv Sec CWB Income: Multi 1.05 0.84 0.74 0.79 0.77     3.4% 15.6% 3.5% 10.5% 10.2%  
SPDR Inc Alloc INKM Income: Multi 0.27 0.38 0.51 0.54       7.5% 11.8% 3.8% 5.4%    
iSh MultiAsset Income IYLD Income: Multi 0.28 0.29 0.47 0.52       6.5% 10.7% 3.0% 3.6%    
FirstTrust Multi-Asset MDIV Income: Multi 0.21 0.35 0.56 0.75       11.7% 11.7% 6.2% 5.2%    
iShr Preferred ETF PFF Income: Multi 0.49 0.55 0.55 0.50 0.46     -3.8% 6.1% -0.6% 2.6% 4.1%  
Invesco Preferred ETF PGX Income: Multi 0.37 0.54 0.56 0.45 0.40     -8.4% 4.7% -2.5% 1.5% 3.5%  
First Trust Focus 5 FV Sector Rotation 1.14 1.21 1.09 1.10       22.0% 21.9% 9.5% 13.4%    
iShr Aggressive AOA Risk-Driven 0.75 0.74 0.79 0.77 0.79     10.1% 18.6% 8.2% 10.2% 10.0%  
iShr Conservative AOK Risk-Driven 0.34 0.40 0.46 0.39 0.38     3.8% 10.5% 3.2% 4.9% 4.8%  
iShr Moderate AOM Risk-Driven 0.42 0.46 0.52 0.46 0.46     5.1% 12.1% 4.3% 6.0% 5.9%  
iShr Growth AOR Risk-Driven 0.59 0.61 0.65 0.61 0.62     7.6% 15.3% 6.3% 8.1% 8.0%  
Principal GlobMultiStrat PMSAX Blended 0.24 0.22 0.24 0.27 0.26     8.1% 8.5% 5.3% 4.5% 4.0%  
Hundredfold Select SFHYX Blended 0.26 0.31 0.27 0.27 0.27 0.27   4.4% 7.9% 2.3% 7.0% 6.2% 6.4%
UBS Global Alloc BPGLX Global Macro 0.78 0.69 0.65 0.64 0.66 0.75   7.8% 15.8% 5.0% 7.3% 6.7% 5.0%
DFA Select Hedged DSHGX Global Macro 0.84 0.81 0.85 0.91       15.6% 22.7% 11.8% 12.7%    
GMO Benchm-Free GBMFX Global Macro 0.28 0.23 0.31 0.36 0.39 0.37   20.0% 17.0% 10.5% 6.7% 6.0% 6.1%
Leuthold Global GLBIX Global Macro 0.39 0.41 0.48 0.51 0.52     13.6% 12.6% 6.3% 6.3% 6.0%  
GMO Global Alloc GMWAX Global Macro 0.49 0.47 0.56 0.55 0.56 0.54   19.3% 18.9% 8.9% 7.7% 6.9% 6.1%
Mac Asset Strategy IVAEX Global Macro 0.73 0.68 0.69 0.79 0.81 0.73   4.7% 16.2% 7.5% 8.1% 6.4% 6.8%
Leuthold Core LCORX Global Macro 0.48 0.59 0.53 0.51 0.52 0.60   9.7% 13.4% 7.4% 8.4% 7.8% 6.5%
Loomis Global Alloc Y LSWWX Global Macro 0.64 0.77 0.89 0.80 0.80 0.83   5.7% 16.0% 5.2% 9.5% 9.0% 8.5%
BlackRock Global I MALOX Global Macro 0.73 0.68 0.61 0.61 0.61 0.61   7.4% 15.6% 4.8% 7.5% 6.7% 6.3%
MFS Global Tot Ret MFWIX Global Macro 0.34 0.43 0.56 0.55 0.56 0.57   12.1% 13.9% 5.6% 6.9% 7.1% 6.3%
PIMCO All-Asset PAUIX Global Macro 0.40 0.38 0.55 0.51 0.51 0.44   9.6% 11.0% 2.4% 4.1% 3.5% 4.5%
Thornburg Inv Income Y TIBIX Global Macro 0.34 0.32 0.51 0.66 0.68 0.71   24.1% 26.7% 15.9% 12.6% 10.9% 9.5%
VALIC Global Strat VGLSX Global Macro 0.73 0.68 0.68 0.63 0.67 0.69   10.7% 18.8% 7.7% 6.7% 6.7% 6.3%
NYLI Int'l Res MYITX Hedged: 130-30 0.87 0.64 0.82 0.82 0.85     13.6% 23.0% 9.2% 6.9% 7.2%  
MFS Target Return A DVRAX Hedged: Abs Return 0.09 0.14 0.22 0.24 0.25     4.8% 9.1% 5.1% 4.9% 4.4%  
EatonVance GlobalMacro EIGMX Hedged: Abs Return 0.10 0.08 0.07 0.11 0.12 0.09   9.5% 9.7% 5.7% 4.4% 3.8% 4.4%
Virtus ASG Global GAFYX Hedged: Abs Return 0.58 0.36 0.28 0.30 0.33     13.0% 8.2% 5.2% 4.4% 3.6%  
Goldman Sachs Instl GARTX Hedged: Abs Return 0.46 0.38 0.38 0.37 0.37     7.0% 9.0% 4.8% 4.9% 4.0%  
Jhancock Multi Abs Ret I JHAIX Hedged: Abs Return 0.39 0.35 0.32 0.27       1.3% 4.8% 2.8% 3.2%    
Putnam Short Dur Y PARYX Hedged: Abs Return 0.05 0.05 0.08 0.08 0.07     1.5% 2.9% 0.7% 1.8% 1.7%  
Putnam Core Bond Y PYTRX Hedged: Abs Return 0.06 0.20 0.17 0.16 0.16     -0.1% 5.7% 2.1% 2.5% 2.3%  
AQR Divers N ADANX Hedged: Arbitrage 0.09 0.06 0.10 0.16 0.14     3.8% 5.7% 2.6% 6.3% 4.0%  
Arbitrage Fund ARBNX Hedged: Arbitrage -0.01 0.08 0.10 0.09 0.09 0.09   6.0% 6.5% 4.1% 3.8% 3.0% 3.4%
BlackRock EmMkt A BLSAX Hedged: Long/Short 1.49 0.83 0.78 0.79 0.65     13.6% 19.8% 5.6% 5.4% 3.5%  
Robeco Long/Short I BPLSX Hedged: Long/Short 0.40 0.49 0.52 0.58 0.52 0.64   34.1% 26.8% 19.8% 11.4% 10.2% 10.9%
Diamond Hill Long-Short I DHLSX Hedged: Long/Short 0.28 0.38 0.49 0.64 0.66 0.65   4.9% 12.6% 6.5% 7.5% 7.8% 5.9%
Cromwell L/S MFADX Hedged: Long/Short 0.71 0.59 0.49 0.58 0.54     7.2% 12.0% 8.5% 8.3% 5.8%  
Calamos Market Neu Inc CVSIX Hedged: Mkt Neutral 0.13 0.08 0.17 0.17 0.19 0.25   4.9% 5.3% 3.6% 4.1% 4.0% 3.6%
Gabelli ABC AAA GABCX Hedged: Mkt Neutral 0.20 0.18 0.17 0.17 0.17 0.17   5.8% 7.5% 4.9% 4.0% 3.6% 3.6%
JPMorgan Mkt Neutral A JMNAX Hedged: Mkt Neutral 0.01 0.08 0.03 0.00 0.02 0.03   -4.2% 4.1% 3.9% 4.2% 2.5% 2.5%
Vanguard Market Neutral VMNFX Hedged: Mkt Neutral -0.02 -0.01 -0.08 -0.02 -0.02 0.00   23.9% 12.7% 14.3% 5.8% 4.7% 3.6%
Fidelity Equity FEQTX Income: Equity 0.42 0.53 0.67 0.83 0.85 0.95   22.6% 19.6% 11.5% 11.3% 11.6% 7.8%
Fidelity Strategic FSDIX Income: Equity 0.43 0.56 0.64 0.68 0.68 0.80   15.0% 17.3% 7.9% 9.9% 10.2% 7.7%
Columbia Div Income LBSAX Income: Equity 0.29 0.54 0.70 0.78 0.80 0.81   18.7% 19.7% 10.8% 13.0% 12.7% 9.9%
Invesco Divers Dividend LCEIX Income: Equity 0.37 0.61 0.70 0.75 0.75 0.82   16.8% 18.7% 10.1% 9.6% 10.9% 8.4%
BlackRock Eq Dividend MDDVX Income: Equity 0.66 0.64 0.66 0.81 0.82 0.84   23.0% 21.2% 8.7% 11.0% 10.8% 8.7%
T. Rowe Equity Income PRFDX Income: Equity 0.62 0.68 0.77 0.90 0.91 0.96   25.1% 20.8% 11.1% 11.7% 11.6% 8.4%
Schwab Div Equity SWDSX Income: Equity 0.30 0.53 0.68 0.85 0.88 0.87   17.7% 20.1% 9.7% 10.0% 10.2% 7.7%
Vanguard Equity VEIPX Income: Equity 0.48 0.61 0.71 0.80 0.81 0.84   18.7% 20.4% 11.7% 12.5% 12.7% 9.8%
Lord Abbett Float Rate LFRAX Income: Float Rate 0.06 0.07 0.12 0.22 0.21     0.9% 2.7% 1.0% 2.0% 3.0%  
Calamos Global Opp CVLOX Income: Global 1.14 0.95 0.89 0.86 0.85 0.80   6.9% 21.1% 7.2% 10.7% 8.4% 7.2%
Loomis Global Alloc A LGMAX Income: Global 0.64 0.77 0.88 0.80 0.80 0.83   5.4% 15.7% 4.9% 9.2% 8.6% 8.2%
Neuberger Berman Eq Inc NBHAX Income: Global 0.29 0.48 0.65 0.71 0.71     14.5% 18.3% 9.3% 9.6% 8.9%  
Thornburg Inv Income A TIBAX Income: Global 0.34 0.33 0.52 0.66 0.68 0.71   23.8% 26.2% 15.4% 12.3% 10.3% 8.9%
Am Century Target Date ARTOX Income: Multi 0.39 0.45 0.51 0.49 0.49 0.49   5.4% 11.2% 4.0% 6.1% 6.0% 5.5%
BlackRock Strat Inc Opp BASIX Income: Multi 0.16 0.19 0.18 0.18 0.17     -1.8% 3.1% -0.2% 1.8% 2.4%  
Calamos Convertible CCVIX Income: Multi 1.13 0.88 0.77 0.75 0.75 0.71   6.1% 16.5% 4.0% 10.5% 8.6% 7.4%
Invesco Convertible Y CNSDX Income: Multi 1.06 0.85 0.71 0.71 0.69 0.69   4.2% 15.3% 4.3% 10.0% 9.2% 8.2%
Fidelity Convertibles FCVSX Income: Multi 1.07 0.85 0.72 0.73 0.75 0.87   5.6% 17.2% 6.4% 11.9% 10.5% 8.8%
Goldman Sachs Dyn A GSZAX Income: Multi 0.15 0.14 0.16 0.19 0.19     3.4% 4.6% 3.0% 2.4% 2.7%  
WestWood REs Inc KIFYX Income: Multi 0.37 0.46 0.51 0.65 0.60 0.73   -0.3% 6.3% -0.5% 2.0% 4.8% 3.9%
Nuveen Preferred I NPSRX Income: Multi 0.23 0.28 0.30 0.36 0.34     1.3% 7.7% 0.4% 3.3% 5.3%  
Pimco Income PONPX Income: Multi 0.14 0.20 0.27 0.23 0.22     -0.9% 4.0% -0.4% 2.3% 4.4%  
Principal Spectrum PPSIX Income: Multi 0.21 0.25 0.30 0.32 0.30 0.41   -0.1% 7.6% 2.0% 3.8% 5.2% 5.1%
T. Rowe Price Global PRSNX Income: Multi 0.14 0.20 0.26 0.24 0.23     -2.2% 2.9% -2.1% 1.3% 2.4%  
T. Rowe Retire Balanced TRRIX Income: Multi 0.41 0.39 0.45 0.45 0.45 0.47   2.3% 8.5% 1.6% 4.9% 5.1% 4.8%
Vanguard LifeStrategy VASIX Income: Multi 0.26 0.34 0.38 0.29 0.27 0.27   2.4% 8.3% 1.7% 3.6% 3.9% 4.0%
Vanguard Target Retire VTINX Income: Multi 0.35 0.36 0.42 0.36 0.35 0.34   4.1% 9.1% 2.8% 4.8% 4.8% 4.9%
Vanguard Wellesley Adm VWIAX Income: Multi 0.24 0.37 0.45 0.41 0.39 0.38   6.0% 10.4% 3.8% 5.9% 6.4% 6.4%
Fidelity Muni FHIGX Income: Tax Exempt 0.14 0.28 0.29 0.17 0.13 0.10   -2.3% 1.8% -2.1% 0.7% 2.1% 2.7%
Nuveen Amer Muni FLAAX Income: Tax Exempt 0.14 0.28 0.34 0.21 0.17 0.14   -0.8% 3.3% -2.6% 0.7% 2.4% 3.0%
BlackRock Nat'l Muni MDNLX Income: Tax Exempt 0.11 0.21 0.27 0.17 0.14 0.11   -0.3% 1.8% -1.9% 0.6% 1.9% 2.5%
T. Rowe Summit Muni PRINX Income: Tax Exempt 0.14 0.28 0.30 0.18 0.14 0.11   -3.3% 2.1% -2.1% 0.7% 2.2% 2.7%
Vanguard LT Tax-Exempt VWLTX Income: Tax Exempt 0.14 0.30 0.32 0.18 0.14 0.11   -1.4% 3.0% -1.6% 1.1% 2.4% 2.9%
Sound Mind Investing SMIFX Momentum 0.70 0.79 0.58 0.77 0.81 0.89   9.0% 13.9% 4.7% 8.8% 8.8% 7.0%
Sector Rotation NAVFX Sector Rotation 0.92 1.01 0.93 0.94       5.5% 19.8% 8.8% 11.1%    
FundX ETF XCOR Momentum 1.12 1.11 0.92 0.94 0.95 0.98   6.4% 21.3% 5.9% 10.8% 10.4% 7.3%
ALPS Insurance Trust BETFX Risk-Driven 0.63 0.62 0.65 0.62 0.62     7.8% 15.2% 6.2% 7.4% 7.1%  
Columbia Thermostat COTZX Risk-Driven 0.36 0.46 0.46 0.37 0.37 0.54   3.0% 12.3% 4.5% 7.6% 7.4% 6.7%
Dodge & Cox Balanced DODBX Risk-Driven 0.27 0.44 0.56 0.68 0.70 0.77   7.8% 13.1% 6.8% 9.0% 10.0% 7.3%
Fidelity Balanced FBALX Risk-Driven 0.72 0.74 0.77 0.76 0.75 0.74   10.7% 18.9% 8.4% 11.8% 11.1% 8.9%
Fidelity Puritan FPURX Risk-Driven 0.70 0.78 0.75 0.72 0.71 0.71   9.2% 18.2% 8.2% 11.3% 10.8% 8.7%
Janus Balanced JANBX Risk-Driven 0.66 0.72 0.70 0.66 0.65 0.61   3.5% 15.7% 6.0% 10.2% 9.7% 8.6%
Schwab Balanced SWOBX Risk-Driven 0.64 0.67 0.67 0.65 0.65 0.64   4.3% 14.9% 5.4% 8.6% 8.5% 6.9%
Vanguard Balanced VBIAX Risk-Driven 0.62 0.72 0.72 0.67 0.66 0.65   7.2% 16.1% 6.6% 9.6% 9.5% 8.0%
ValueLine AssetAlloc VLAAX Risk-Driven 0.21 0.51 0.65 0.63 0.63 0.67   -3.7% 6.0% 0.7% 7.0% 7.9% 6.8%
Vanguard Wellesley Inv VWINX Risk-Driven 0.24 0.35 0.44 0.40 0.39 0.38   6.0% 10.7% 3.9% 5.9% 6.5% 6.4%
Vanguard LifeStrat Growth VASGX Risk-Driven 0.79 0.74 0.79 0.78 0.79 0.83   10.0% 19.1% 8.1% 10.5% 10.0% 7.6%
Vanguard Wellington Inv VWELX Risk-Driven 0.67 0.68 0.69 0.66 0.60 0.62   7.1% 17.1% 7.8% 10.2% 10.1% 8.5%
Vanguard STAR Inv VGSTX Risk-Driven 0.58 0.67 0.73 0.70 0.65 0.66   7.9% 15.9% 5.3% 9.2% 8.9% 7.5%
FPA Crescent FPACX Risk-Driven 0.52 0.53 0.61 0.71 0.65 0.62   11.1% 16.3% 8.7% 9.8% 9.5% 8.4%
Allspring Asset Alloc WFAIX Risk-Driven 0.63 0.71 0.70 0.64 0.64 0.69   6.0% 16.0% 6.6% 9.4% 10.2% 8.0%