Tactical: Managed, ranked by Beta

for period ending March 31, 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

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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Portfolio Recipes: Tactical: Managed Peer Group
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      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 0.27 * * * * *   4.9% * * * * *
S&P 500 SPY Benchmark 1.00 * * * * *   8.3% * * * * *
Strategic 60-40 Portfolio s.6040 Benchmark 0.74 * * * * *   6.4% * * * * *
S&P 500 Equal Weight RSP Equal Weight 0.91 * * * * *   3.9% * * * * *
Permanent Portfolio PRPFX Low Equity 0.37 * * * * *   20.4% * * * * *
Hedge Replication HDG Blended 0.26 * * * * *   2.4% * * * * *
DWA Tech Leaders PDP Blended 1.49 * * * * *   1.4% * * * * *
IQ Hedge Multi-Strat QAI Blended 0.33 * * * * *   3.6% * * * * *
ProShares Lg Cap CSM Hedged: 130-30 1.00 * * * * *   6.1% * * * * *
MultiAsset ETF RLY Hedged: Abs Return 0.18 * * * * *   5.4% * * * * *
IQ Merger Arbitrage MNA Hedged: Arbitrage 0.06 * * * * *   9.0% * * * * *
QuantSh AntiBeta BTAL Hedged: Mkt Neutral -0.76 * * * * *   19.7% * * * * *
WisdmTr EM HiYld DEM Income: Equity 0.09 * * * * *   6.1% * * * * *
WisdmTr EM SmCap DGS Income: Equity 0.19 * * * * *   -1.9% * * * * *
WisdomTree ex-US DLN Income: Equity 0.79 * * * * *   12.2% * * * * *
WisdmTr Intl SmCap DLS Income: Equity 0.27 * * * * *   5.5% * * * * *
iShares Select Dividend DVY Income: Equity 0.77 * * * * *   13.1% * * * * *
SPDR S&P Int'l DWX Income: Equity 0.22 * * * * *   13.9% * * * * *
iShares Hi Div Equity HDV Income: Equity 0.35 * * * * *   13.9% * * * * *
iShr Intl Select Dividend IDV Income: Equity 0.11 * * * * *   17.4% * * * * *
PowerShares Intl Div PID Income: Equity 0.49 * * * * *   6.8% * * * * *
SPDR S&P Dividend SDY Income: Equity 0.62 * * * * *   6.1% * * * * *
Vanguard Hi Div Yld ETF VYM Income: Equity 0.75 * * * * *   9.8% * * * * *
PwrSh Sr Loan Portfolio BKLN Income: Float Rate 0.12 * * * * *   6.1% * * * * *
Gugg Multi-Asset CVY Income: Multi 0.74 * * * * *   2.7% * * * * *
Barclays Conv Bond CWB Income: Multi 0.79 * * * * *   7.0% * * * * *
ETF: SPDR Inc Alloc INKM Income: Multi 0.42 * * * * *   6.8% * * * * *
iSh MultiAsset Income IYLD Income: Multi 0.20 * * * * *   6.1% * * * * *
FirstTrust Multi-Asset MDIV Income: Multi 0.44 * * * * *   10.4% * * * * *
iShr Preferred ETF PFF Income: Multi 0.53 * * * * *   1.5% * * * * *
PowerSh Preferred ETF PGX Income: Multi 0.54 * * * * *   0.1% * * * * *
First Trust Focus 5 FV Sector Rotation 1.22 * * * * *   -3.9% * * * * *
S&P Aggressive AOA Risk-Driven 0.66 * * * * *   6.6% * * * * *
S&P Conservative AOK Risk-Driven 0.42 * * * * *   5.6% * * * * *
S&P Moderate AOM Risk-Driven 0.45 * * * * *   5.8% * * * * *
S&P Growth AOR Risk-Driven 0.57 * * * * *   6.2% * * * * *
Dreyfus Alpha I AVGRX Blended 0.16 * * * * *   2.7% * * * * *
Principal GlobMultiStrat PMSAX Blended 0.23 * * * * *   3.9% * * * * *
Hundredfold Select SFHYX Blended 0.30 * * * * *   2.9% * * * * *
UBS Global Alloc BPGLX Global Macro 0.59 * * * * *   4.8% * * * * *
DFA Select Hedged DSHGX Global Macro 0.70 * * * * *   7.0% * * * * *
GMO Benchm-Free GBMFX Global Macro 0.07 * * * * *   6.2% * * * * *
Leuthold Global GLBIX Global Macro 0.45 * * * * *   1.0% * * * * *
GMO Global Alloc GMWAX Global Macro 0.37 * * * * *   5.4% * * * * *
Ivy Asset Strategy IVAEX Global Macro 0.57 * * * * *   7.9% * * * * *
Leuthold Core LCORX Global Macro 0.74 * * * * *   0.3% * * * * *
Loomis Global Eq Y LSWWX Global Macro 0.81 * * * * *   4.5% * * * * *
BlackRock Global I MALOX Global Macro 0.65 * * * * *   4.7% * * * * *
MFS Global Tot Ret MFWIX Global Macro 0.43 * * * * *   5.0% * * * * *
PIMCO All-Asset PAUIX Global Macro 0.38 * * * * *   5.0% * * * * *
Thornburg Inv Income Y TIBIX Global Macro 0.15 * * * * *   17.4% * * * * *
VALIC Global Strat VGLSX Global Macro 0.57 * * * * *   6.2% * * * * *
MainStay Int'l Opp MYITX Hedged: 130-30 0.29 * * * * *   9.8% * * * * *
MFS Target Return A DVRAX Hedged: Abs Return 0.12 * * * * *   8.2% * * * * *
EatonVance GlobalMacro EIGMX Hedged: Abs Return 0.07 * * * * *   6.8% * * * * *
Natixis ASG Global GAFYX Hedged: Abs Return 0.38 * * * * *   3.7% * * * * *
Goldman Sachs Instl GARTX Hedged: Abs Return 0.37 * * * * *   4.3% * * * * *
Jhancock Global Abs Ret I JHAIX Hedged: Abs Return 0.48 * * * * *   3.6% * * * * *
Putnam Abs Ret 100 Y PARYX Hedged: Abs Return 0.06 * * * * *   2.9% * * * * *
Putnam Abs Ret 300 Y PYTRX Hedged: Abs Return 0.27 * * * * *   5.4% * * * * *
AQR Divers N ADANX Hedged: Arbitrage 0.00 * * * * *   4.4% * * * * *
Arbitrage I ARBNX Hedged: Arbitrage 0.09 * * * * *   4.5% * * * * *
BlackRock EmMkt A BLSAX Hedged: Long/Short 0.10 * * * * *   5.8% * * * * *
Robeco Long/Short I BPLSX Hedged: Long/Short 0.65 * * * * *   10.6% * * * * *
Diamond Hill Long-Short I DHLSX Hedged: Long/Short 0.30 * * * * *   4.3% * * * * *
MainStay Marketfield A MFADX Hedged: Long/Short 0.52 * * * * *   -0.3% * * * * *
Calamos Market Neu Inc CVSIX Hedged: Mkt Neutral 0.08 * * * * *   6.7% * * * * *
Gabelli ABC AAA GABCX Hedged: Mkt Neutral 0.18 * * * * *   6.7% * * * * *
JPMorgan Mkt Neutral A JMNAX Hedged: Mkt Neutral 0.12 * * * * *   8.7% * * * * *
Vanguard Market Neutral VMNFX Hedged: Mkt Neutral -0.07 * * * * *   0.4% * * * * *
Fidelity Equity FEQTX Income: Equity 0.59 * * * * *   8.7% * * * * *
Fidelity Strategic FSDIX Income: Equity 0.70 * * * * *   8.1% * * * * *
Columbia Div Income LBSAX Income: Equity 0.73 * * * * *   8.7% * * * * *
Invesco Divers Dividend LCEIX Income: Equity 0.77 * * * * *   6.6% * * * * *
BlackRock Eq Dividend MDDVX Income: Equity 0.59 * * * * *   6.6% * * * * *
T. Rowe Equity Income PRFDX Income: Equity 0.69 * * * * *   7.3% * * * * *
Schwab Div Equity SWDSX Income: Equity 0.74 * * * * *   12.9% * * * * *
Vanguard Equity VEIPX Income: Equity 0.71 * * * * *   9.8% * * * * *
Lord Abbett Float Rate LFRAX Income: Float Rate 0.05 * * * * *   3.0% * * * * *
Calamos Global Growth CVLOX Income: Global 0.80 * * * * *   5.2% * * * * *
Loomis Global Eq A LGMAX Income: Global 0.81 * * * * *   4.3% * * * * *
Neuberger Berman Eq Inc NBHAX Income: Global 0.65 * * * * *   11.2% * * * * *
Thornburg Inv Income A TIBAX Income: Global 0.19 * * * * *   16.1% * * * * *
Am Century Target Date ARTOX Income: Multi 0.49 * * * * *   5.2% * * * * *
BlackRock Strat Inc Opp BASIX Income: Multi 0.20 * * * * *   2.4% * * * * *
Calamos Convertible A CCVIX Income: Multi 0.80 * * * * *   3.8% * * * * *
Invesco Convertible Y CNSDX Income: Multi 0.81 * * * * *   5.0% * * * * *
Fidelity Convertibles FCVSX Income: Multi 0.90 * * * * *   7.4% * * * * *
Goldman Sachs Strat Inc GSZAX Income: Multi 0.14 * * * * *   1.8% * * * * *
Inst: Forward Select KIFYX Income: Multi 0.49 * * * * *   4.1% * * * * *
Nuveen Preferred I NPSRX Income: Multi 0.19 * * * * *   4.2% * * * * *
Pimco Income P PONPX Income: Multi 0.21 * * * * *   2.7% * * * * *
Principal Preferred PPSIX Income: Multi 0.20 * * * * *   6.6% * * * * *
T. Rowe Global Bond PRSNX Income: Multi 0.18 * * * * *   1.4% * * * * *
T. Rowe Retire Balanced TRRIX Income: Multi 0.37 * * * * *   4.2% * * * * *
Vanguard LifeStrategy VASIX Income: Multi 0.38 * * * * *   4.6% * * * * *
Vanguard Target Retire VTINX Income: Multi 0.38 * * * * *   4.9% * * * * *
Vanguard Wellesley Adm VWIAX Income: Multi 0.44 * * * * *   6.4% * * * * *
Fidelity Muni FHIGX Income: Tax Exempt 0.27 * * * * *   -1.1% * * * * *
Nuveen Amer Muni FLAAX Income: Tax Exempt 0.29 * * * * *   -0.1% * * * * *
BlackRock Nat'l Muni MDNLX Income: Tax Exempt 0.22 * * * * *   -1.2% * * * * *
T. Rowe Summit Muni PRINX Income: Tax Exempt 0.27 * * * * *   -0.8% * * * * *
Vanguard LT Tax-Exempt VWLTX Income: Tax Exempt 0.29 * * * * *   -1.2% * * * * *
Sound Mind Investing SMIFX Momentum 1.09 * * * * *   4.1% * * * * *
Grimaldi Sector NAVFX Sector Rotation 1.10 * * * * *   7.9% * * * * *
FundX Upgrader XCOR Momentum 1.15 * * * * *   6.4% * * * * *
Ibbotson Balanced BETFX Risk-Driven 0.58 * * * * *   6.2% * * * * *
Columbia Thermostat Z COTZX Risk-Driven 0.55 * * * * *   8.9% * * * * *
Dodge & Cox Balanced DODBX Risk-Driven 0.55 * * * * *   8.0% * * * * *
Fidelity Balanced FBALX Risk-Driven 0.74 * * * * *   6.7% * * * * *
Fidelity Puritan FPURX Risk-Driven 0.83 * * * * *   5.4% * * * * *
Janus Balanced JANBX Risk-Driven 0.76 * * * * *   6.4% * * * * *
Schwab Balanced SWOBX Risk-Driven 0.69 * * * * *   6.0% * * * * *
Vanguard Balanced VBIAX Risk-Driven 0.82 * * * * *   5.5% * * * * *
ValueLine AssetAlloc VLAAX Risk-Driven 0.77 * * * * *   7.5% * * * * *
Vanguard Wellesley Inv VWINX Risk-Driven 0.40 * * * * *   7.3% * * * * *
Vanguard LifeStrat Growth VASGX Risk-Driven 0.66 * * * * *   7.6% * * * * *
Vanguard Wellington Inv VWELX Risk-Driven 0.67 * * * * *   8.4% * * * * *
Vanguard STAR Inv VGSTX Risk-Driven 0.66 * * * * *   5.0% * * * * *
FPA Crescent FPACX Risk-Driven 0.49 * * * * *   6.9% * * * * *
WF Asset Allocation WFAIX Risk-Driven 0.77 * * * * *   7.3% * * * * *
Berkshire Hathaway Inc BRK.A Global Macro 0.55 * * * * *   25.8% * * * * *