Tactical: Managed, ranked by Downside Deviation
for period ending August 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
Downside Deviation is also called "below-target semi deviation". This is similar to standard deviation, except that upside deviation is ignored and only the unfavorable downside deviation is used in the calculation.
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Downside Deviation vs. Annual Return
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Portfolio Recipes: Tactical: Managed
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S&P 500 (SPY)
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U.S. Bonds (BND)
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Balanced (60% Equity / 40% Bonds)
Portfolio Recipes: Tactical: Managed Peer Group
Sort by any column by clicking on the gray column heading.
| Downside Deviation | 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 | 2.2% | 3.3% | 4.5% | 3.5% | 3.0% | 2.8% | 1.8% | 4.1% | -0.4% | 1.4% | 2.0% | 3.1% | |
| S&P 500 | SPY | Benchmark | 6.1% | 7.3% | 10.8% | 10.9% | 9.8% | 11.2% | 20.2% | 20.9% | 12.7% | 15.3% | 15.0% | 11.3% | |
| Strategic 60-40 Portfolio | s.6040 | Benchmark | 4.2% | 5.4% | 7.9% | 7.2% | 6.4% | 7.1% | 12.7% | 13.9% | 6.9% | 9.5% | 9.7% | 8.2% | |
| S&P 500 Equal Weight | RSP | Equal Weight | 7.1% | 8.5% | 10.8% | 12.0% | 10.9% | 12.7% | 18.2% | 15.4% | 8.8% | 12.0% | 12.9% | 10.2% | |
| Permanent Portfolio | PRPFX | Low Equity | 8.7% | 6.3% | 7.1% | 6.7% | 6.6% | 6.9% | 17.2% | 20.1% | 12.1% | 10.7% | 7.5% | 8.2% | |
| Hedge Replication | HDG | Blended | 2.3% | 2.2% | 4.0% | 4.0% | 3.8% | 10.9% | 7.6% | 3.3% | 3.9% | 3.2% | |||
| Inv Dorsey Wright | PDP | Blended | 17.0% | 13.9% | 15.3% | 13.5% | 12.0% | 20.2% | 18.3% | 7.5% | 12.4% | 12.4% | |||
| NYLI Hedge Multi-Strat | QAI | Blended | 3.1% | 2.5% | 3.8% | 3.6% | 3.4% | 10.1% | 8.6% | 4.2% | 3.6% | 3.2% | |||
| ProShares Lg Cap | CSM | Hedged: 130-30 | 6.5% | 7.7% | 11.2% | 11.6% | 10.5% | 20.4% | 21.0% | 12.3% | 14.2% | 14.5% | |||
| MultiAsset ETF | RLY | Hedged: Abs Return | 6.2% | 5.7% | 9.3% | 9.7% | 28.0% | 14.9% | 11.5% | 8.6% | |||||
| NYLI Merger Arbitrage | MNA | Hedged: Arbitrage | 0.6% | 1.4% | 2.2% | 3.5% | 3.3% | 2.3% | 5.7% | 2.4% | 2.8% | 3.1% | |||
| AGF AntiBeta | BTAL | Hedged: Mkt Neutral | 12.8% | 12.8% | 12.3% | 11.5% | -23.2% | -9.8% | -4.0% | -4.1% | |||||
| WisdmTr EM HiYld | DEM | Income: Equity | 4.6% | 4.6% | 8.7% | 10.8% | 12.0% | 26.3% | 18.7% | 10.5% | 9.6% | 4.7% | |||
| WisdmTr EM SmCap | DGS | Income: Equity | 10.8% | 8.1% | 9.6% | 11.9% | 12.4% | 17.6% | 14.4% | 7.5% | 8.7% | 5.9% | |||
| WisdomTree ex-US | DLN | Income: Equity | 4.7% | 6.6% | 8.9% | 10.0% | 8.9% | 10.6% | 19.5% | 18.5% | 12.3% | 12.7% | 13.1% | 9.7% | |
| WisdmTr Intl SmCap | DLS | Income: Equity | 10.9% | 9.0% | 11.1% | 12.4% | 11.6% | 13.7% | 17.4% | 18.9% | 7.4% | 8.1% | 8.0% | 6.4% | |
| iShares Select Dividend | DVY | Income: Equity | 3.8% | 7.7% | 10.3% | 11.7% | 10.1% | 11.8% | 18.7% | 17.1% | 10.4% | 10.4% | 11.9% | 8.5% | |
| SPDR S&P Int'l | DWX | Income: Equity | 6.8% | 6.9% | 9.6% | 9.8% | 10.9% | 16.3% | 16.6% | 8.1% | 7.4% | 4.4% | |||
| iShares Core Hi Div | HDV | Income: Equity | 4.8% | 7.0% | 9.0% | 10.1% | 8.8% | 24.1% | 16.8% | 12.7% | 10.0% | 11.2% | |||
| iShr Intl Select Dividend | IDV | Income: Equity | 8.2% | 7.4% | 12.0% | 12.8% | 12.3% | 29.7% | 26.8% | 13.7% | 10.5% | 8.0% | |||
| Invesco Intl Div | PID | Income: Equity | 6.9% | 7.5% | 10.4% | 12.6% | 11.9% | 13.7% | 10.4% | 13.0% | 8.7% | 8.6% | 6.5% | 5.1% | |
| SPDR S&P Dividend | SDY | Income: Equity | 7.0% | 8.1% | 9.5% | 10.3% | 9.2% | 10.8% | 13.5% | 11.7% | 8.3% | 9.7% | 11.4% | 8.9% | |
| Vanguard Hi Div Yld ETF | VYM | Income: Equity | 4.8% | 6.5% | 8.9% | 9.9% | 8.8% | 20.7% | 18.3% | 12.0% | 11.8% | 12.8% | |||
| Invesco Sr Loan ETF | BKLN | Income: Float Rate | 2.3% | 1.4% | 2.8% | 3.3% | 2.8% | 4.8% | 6.9% | 5.5% | 4.2% | 4.4% | |||
| Invesco Multi-Asset | CVY | Income: Multi | 4.7% | 7.1% | 11.1% | 14.5% | 12.6% | 17.5% | 15.4% | 9.2% | 8.8% | 7.5% | |||
| SPDR Conv Sec | CWB | Income: Multi | 8.2% | 7.2% | 9.1% | 9.3% | 8.3% | 20.4% | 15.7% | 5.2% | 11.4% | 10.8% | |||
| SPDR Inc Alloc | INKM | Income: Multi | 3.6% | 4.7% | 6.7% | 7.6% | 9.7% | 9.8% | 4.0% | 5.3% | |||||
| iSh MultiAsset Income | IYLD | Income: Multi | 3.3% | 3.3% | 6.5% | 8.0% | 11.0% | 10.3% | 3.3% | 3.7% | |||||
| FirstTrust Multi-Asset | MDIV | Income: Multi | 3.0% | 4.2% | 7.8% | 12.0% | 10.9% | 11.4% | 6.9% | 4.8% | |||||
| iShr Preferred ETF | PFF | Income: Multi | 4.7% | 5.5% | 7.3% | 7.0% | 6.1% | 2.1% | 5.9% | 0.7% | 2.9% | 4.5% | |||
| Invesco Preferred ETF | PGX | Income: Multi | 4.5% | 6.0% | 8.3% | 7.1% | 6.1% | -1.7% | 4.2% | -1.3% | 1.9% | 4.0% | |||
| First Trust Focus 5 | FV | Sector Rotation | 13.7% | 12.2% | 13.8% | 13.3% | 20.1% | 16.5% | 9.5% | 13.0% | |||||
| iShr Aggressive | AOA | Risk-Driven | 6.2% | 6.0% | 8.8% | 8.7% | 8.1% | 18.2% | 17.0% | 8.8% | 10.4% | 10.3% | |||
| iShr Conservative | AOK | Risk-Driven | 3.5% | 3.9% | 5.6% | 4.7% | 4.1% | 8.0% | 9.2% | 3.4% | 4.9% | 4.9% | |||
| iShr Moderate | AOM | Risk-Driven | 4.0% | 4.2% | 6.2% | 5.3% | 4.8% | 10.1% | 10.7% | 4.5% | 6.0% | 6.1% | |||
| iShr Growth | AOR | Risk-Driven | 5.1% | 5.1% | 7.4% | 7.0% | 6.3% | 14.0% | 13.8% | 6.6% | 8.2% | 8.2% | |||
| Principal GlobMultiStrat | PMSAX | Blended | 1.7% | 2.1% | 2.9% | 3.6% | 11.7% | 8.3% | 5.3% | 4.6% | |||||
| Hundredfold Select | SFHYX | Blended | 3.9% | 3.2% | 4.0% | 3.6% | 3.2% | 3.3% | 7.5% | 7.5% | 2.3% | 7.0% | 6.5% | 6.5% | |
| UBS Global Alloc | BPGLX | Global Macro | 7.8% | 6.3% | 7.6% | 7.4% | 7.1% | 9.1% | 17.8% | 14.7% | 5.9% | 7.6% | 6.9% | 5.4% | |
| DFA Select Hedged | DSHGX | Global Macro | 7.5% | 6.5% | 9.3% | 10.8% | 24.3% | 21.2% | 12.5% | 13.0% | |||||
| GMO Benchm-Free | GBMFX | Global Macro | 4.9% | 3.9% | 5.1% | 5.8% | 5.3% | 5.2% | 22.9% | 16.0% | 10.1% | 6.7% | 6.1% | 6.2% | |
| Leuthold Global | GLBIX | Global Macro | 5.3% | 5.2% | 6.7% | 6.4% | 6.2% | 17.2% | 12.1% | 6.5% | 6.4% | 6.0% | |||
| GMO Global Alloc | GMWAX | Global Macro | 6.2% | 5.1% | 7.1% | 7.1% | 6.4% | 6.6% | 23.3% | 17.2% | 8.6% | 7.7% | 6.9% | 6.3% | |
| Mac Asset Strategy | IVAEX | Global Macro | 7.1% | 5.7% | 7.8% | 10.9% | 10.7% | 10.6% | 12.6% | 16.0% | 8.5% | 8.2% | 6.5% | 7.0% | |
| Leuthold Core | LCORX | Global Macro | 5.5% | 6.1% | 6.4% | 5.9% | 5.8% | 7.7% | 13.1% | 12.6% | 7.6% | 8.2% | 7.7% | 6.8% | |
| Loomis Global Alloc Y | LSWWX | Global Macro | 5.2% | 6.4% | 10.3% | 9.1% | 8.6% | 10.1% | 14.4% | 15.2% | 6.3% | 9.9% | 9.3% | 9.1% | |
| BlackRock Global I | MALOX | Global Macro | 7.2% | 6.1% | 7.7% | 7.0% | 6.6% | 7.1% | 15.2% | 14.8% | 5.4% | 7.7% | 6.9% | 6.6% | |
| MFS Global Tot Ret | MFWIX | Global Macro | 5.5% | 5.5% | 7.4% | 6.9% | 6.3% | 6.9% | 13.3% | 11.9% | 5.7% | 6.8% | 7.2% | 6.5% | |
| PIMCO All-Asset | PAUIX | Global Macro | 5.8% | 5.2% | 7.9% | 7.9% | 7.5% | 7.3% | 13.7% | 9.6% | 2.8% | 4.5% | 3.6% | 4.6% | |
| Thornburg Inv Income Y | TIBIX | Global Macro | 4.3% | 3.3% | 7.1% | 9.5% | 8.5% | 9.5% | 30.8% | 26.2% | 16.5% | 12.6% | 11.0% | 9.8% | |
| VALIC Global Strat | VGLSX | Global Macro | 6.2% | 5.3% | 7.8% | 7.4% | 7.6% | 8.2% | 20.3% | 18.0% | 8.0% | 7.1% | 6.9% | 6.7% | |
| NYLI Int'l Res | MYITX | Hedged: 130-30 | 11.5% | 8.1% | 11.0% | 11.4% | 11.2% | 28.9% | 22.0% | 10.4% | 7.7% | 7.3% | |||
| MFS Target Return A | DVRAX | Hedged: Abs Return | 2.3% | 1.6% | 2.9% | 3.2% | 3.1% | 5.4% | 8.7% | 5.0% | 4.9% | 4.5% | |||
| EatonVance GlobalMacro | EIGMX | Hedged: Abs Return | 1.5% | 1.2% | 2.1% | 2.7% | 2.4% | 2.2% | 11.6% | 9.1% | 5.5% | 4.4% | 3.7% | 4.4% | |
| Virtus ASG Global | GAFYX | Hedged: Abs Return | 4.5% | 4.2% | 3.9% | 4.2% | 4.7% | 15.0% | 8.1% | 5.4% | 4.5% | 3.6% | |||
| Goldman Sachs Instl | GARTX | Hedged: Abs Return | 3.4% | 2.9% | 4.0% | 4.1% | 3.8% | 11.6% | 8.4% | 5.1% | 5.0% | 4.1% | |||
| Jhancock Multi Abs Ret I | JHAIX | Hedged: Abs Return | 6.2% | 5.1% | 5.0% | 4.0% | 3.9% | 4.0% | 2.4% | 3.2% | |||||
| Putnam Short Dur Y | PARYX | Hedged: Abs Return | 0.8% | 0.9% | 1.5% | 1.7% | 1.4% | 1.3% | 2.7% | 0.5% | 1.8% | 1.6% | |||
| Putnam Core Bond Y | PYTRX | Hedged: Abs Return | 2.3% | 3.3% | 3.0% | 3.4% | 3.0% | 2.0% | 4.3% | 1.9% | 2.7% | 2.3% | |||
| AQR Divers N | ADANX | Hedged: Arbitrage | 0.1% | 1.1% | 1.9% | 3.3% | 3.0% | 5.4% | 5.3% | 2.9% | 6.3% | 4.0% | |||
| Arbitrage Fund | ARBNX | Hedged: Arbitrage | 0.1% | 1.2% | 1.8% | 1.9% | 1.8% | 2.3% | 5.2% | 5.9% | 4.0% | 3.6% | 2.9% | 3.4% | |
| BlackRock EmMkt A | BLSAX | Hedged: Long/Short | 16.2% | 9.3% | 11.5% | 11.8% | 36.8% | 21.3% | 6.8% | 6.4% | |||||
| Robeco Long/Short I | BPLSX | Hedged: Long/Short | 3.8% | 4.9% | 6.6% | 8.5% | 7.3% | 8.9% | 35.4% | 25.7% | 19.8% | 11.2% | 10.3% | 11.0% | |
| Diamond Hill Long-Short I | DHLSX | Hedged: Long/Short | 6.2% | 4.2% | 7.0% | 8.6% | 7.9% | 8.3% | 8.0% | 11.9% | 6.8% | 7.6% | 8.0% | 6.0% | |
| Cromwell L/S | MFADX | Hedged: Long/Short | 4.5% | 4.7% | 6.5% | 7.4% | 6.5% | 13.9% | 13.1% | 8.8% | 8.5% | 6.2% | |||
| Calamos Market Neu Inc | CVSIX | Hedged: Mkt Neutral | 0.6% | 2.3% | 2.8% | 2.3% | 2.3% | 3.3% | 6.2% | 5.2% | 3.7% | 4.1% | 4.0% | 3.7% | |
| Gabelli ABC AAA | GABCX | Hedged: Mkt Neutral | 1.8% | 1.6% | 1.7% | 2.0% | 1.8% | 2.1% | 5.5% | 7.2% | 5.1% | 4.0% | 3.7% | 3.7% | |
| JPMorgan Mkt Neutral A | JMNAX | Hedged: Mkt Neutral | 3.1% | 2.5% | 2.6% | 2.8% | 2.8% | 2.6% | -3.8% | 4.8% | 4.7% | 4.4% | 2.6% | 2.6% | |
| Vanguard Market Neutral | VMNFX | Hedged: Mkt Neutral | 2.2% | 2.5% | 2.7% | 3.6% | 3.3% | 3.5% | 19.5% | 12.4% | 13.1% | 5.3% | 4.3% | 3.4% | |
| Fidelity Equity | FEQTX | Income: Equity | 6.9% | 7.4% | 9.3% | 10.7% | 9.8% | 11.7% | 22.5% | 16.9% | 11.4% | 11.1% | 11.7% | 8.1% | |
| Fidelity Strategic | FSDIX | Income: Equity | 5.1% | 6.1% | 7.7% | 7.9% | 7.1% | 10.0% | 18.5% | 15.1% | 8.2% | 9.7% | 10.4% | 7.9% | |
| Columbia Div Income | LBSAX | Income: Equity | 4.7% | 6.2% | 8.7% | 9.2% | 8.3% | 9.4% | 18.4% | 16.7% | 10.7% | 12.5% | 12.8% | 10.0% | |
| Invesco Divers Dividend | LCEIX | Income: Equity | 6.1% | 7.2% | 8.9% | 9.6% | 8.5% | 10.1% | 15.2% | 15.2% | 9.9% | 9.2% | 11.0% | 8.6% | |
| BlackRock Eq Dividend | MDDVX | Income: Equity | 7.7% | 7.0% | 9.5% | 10.4% | 9.4% | 10.2% | 24.0% | 19.0% | 9.1% | 10.7% | 10.9% | 8.8% | |
| T. Rowe Equity Income | PRFDX | Income: Equity | 6.3% | 7.4% | 10.1% | 11.5% | 10.4% | 11.8% | 23.9% | 18.1% | 11.3% | 11.6% | 11.7% | 8.7% | |
| Schwab Div Equity | SWDSX | Income: Equity | 4.9% | 6.5% | 8.8% | 11.0% | 10.1% | 10.8% | 16.5% | 16.6% | 9.4% | 9.5% | 10.4% | 7.8% | |
| Vanguard Equity | VEIPX | Income: Equity | 5.3% | 6.3% | 8.8% | 9.7% | 8.8% | 10.2% | 18.1% | 17.5% | 11.7% | 12.1% | 12.9% | 10.0% | |
| Lord Abbett Float Rate | LFRAX | Income: Float Rate | 1.5% | 1.2% | 2.4% | 5.1% | 4.2% | 1.8% | 2.7% | 1.4% | 2.3% | 3.3% | |||
| Calamos Global Opp | CVLOX | Income: Global | 9.4% | 7.9% | 10.2% | 9.6% | 8.5% | 9.4% | 18.8% | 19.9% | 8.6% | 11.0% | 8.7% | 7.6% | |
| Loomis Global Alloc A | LGMAX | Income: Global | 5.2% | 6.4% | 10.3% | 9.1% | 8.6% | 10.1% | 14.1% | 14.9% | 6.0% | 9.6% | 8.9% | 8.7% | |
| Neuberger Berman Eq Inc | NBHAX | Income: Global | 7.3% | 6.9% | 9.2% | 9.5% | 8.6% | 15.7% | 15.8% | 9.7% | 9.5% | 8.9% | |||
| Thornburg Inv Income A | TIBAX | Income: Global | 4.4% | 3.3% | 7.1% | 9.5% | 8.5% | 9.4% | 30.5% | 25.7% | 16.2% | 12.3% | 10.4% | 9.2% | |
| Am Century Target Date | ARTOX | Income: Multi | 4.0% | 4.1% | 6.0% | 5.5% | 5.0% | 5.5% | 8.4% | 9.9% | 4.3% | 6.1% | 6.2% | 5.7% | |
| BlackRock Strat Inc Opp | BASIX | Income: Multi | 2.5% | 2.4% | 2.7% | 2.9% | 2.5% | 0.4% | 2.8% | -0.1% | 2.0% | 2.4% | |||
| Calamos Convertible | CCVIX | Income: Multi | 9.1% | 7.8% | 9.2% | 8.6% | 7.9% | 8.5% | 25.9% | 16.7% | 5.9% | 11.2% | 9.2% | 8.0% | |
| Invesco Convertible Y | CNSDX | Income: Multi | 8.8% | 7.2% | 8.3% | 8.0% | 7.2% | 8.6% | 20.2% | 15.7% | 6.2% | 10.6% | 9.7% | 8.8% | |
| Fidelity Convertibles | FCVSX | Income: Multi | 8.5% | 7.4% | 8.9% | 8.1% | 7.9% | 11.7% | 23.0% | 17.9% | 8.4% | 12.7% | 11.1% | 9.3% | |
| Goldman Sachs Dyn A | GSZAX | Income: Multi | 1.6% | 1.7% | 2.4% | 3.3% | 3.0% | 5.8% | 5.3% | 2.7% | 2.6% | 2.7% | |||
| WestWood REs Inc | KIFYX | Income: Multi | 3.6% | 5.4% | 7.2% | 11.1% | 9.5% | 13.0% | 3.0% | 4.9% | 0.5% | 2.1% | 5.1% | 4.3% | |
| Nuveen Preferred I | NPSRX | Income: Multi | 2.6% | 2.4% | 5.5% | 6.4% | 5.6% | 6.1% | 7.2% | 0.7% | 3.5% | 5.4% | |||
| Pimco Income | PONPX | Income: Multi | 3.1% | 3.1% | 4.1% | 4.0% | 3.5% | 1.3% | 3.1% | -0.3% | 2.5% | 4.5% | |||
| Principal Spectrum | PPSIX | Income: Multi | 2.4% | 2.1% | 4.6% | 5.3% | 4.7% | 7.7% | 3.8% | 7.6% | 2.4% | 4.0% | 5.3% | 5.4% | |
| T. Rowe Price Global | PRSNX | Income: Multi | 2.1% | 2.3% | 4.1% | 4.3% | 3.9% | -1.1% | 2.2% | -2.2% | 1.3% | 2.5% | |||
| T. Rowe Retire Balanced | TRRIX | Income: Multi | 3.9% | 3.6% | 5.5% | 5.3% | 4.8% | 5.4% | 5.8% | 7.5% | 1.9% | 5.0% | 5.3% | 5.0% | |
| Vanguard LifeStrategy | VASIX | Income: Multi | 3.2% | 3.5% | 5.0% | 3.9% | 3.4% | 3.7% | 5.8% | 7.0% | 1.8% | 3.6% | 4.0% | 4.1% | |
| Vanguard Target Retire | VTINX | Income: Multi | 3.4% | 3.4% | 5.1% | 4.3% | 3.7% | 4.1% | 8.0% | 8.0% | 3.0% | 4.8% | 5.0% | 5.1% | |
| Vanguard Wellesley Adm | VWIAX | Income: Multi | 3.3% | 4.1% | 5.7% | 5.0% | 4.3% | 4.6% | 7.3% | 8.5% | 3.7% | 5.7% | 6.6% | 6.5% | |
| Fidelity Muni | FHIGX | Income: Tax Exempt | 3.4% | 3.7% | 4.7% | 4.2% | 3.7% | 3.7% | 1.9% | 0.5% | -2.1% | 0.7% | 2.2% | 2.8% | |
| Nuveen Amer Muni | FLAAX | Income: Tax Exempt | 3.1% | 3.5% | 5.6% | 5.0% | 4.4% | 4.6% | 3.9% | 1.9% | -2.7% | 0.6% | 2.6% | 3.1% | |
| BlackRock Nat'l Muni | MDNLX | Income: Tax Exempt | 3.0% | 2.9% | 4.5% | 3.9% | 3.5% | 3.6% | 1.5% | 0.6% | -2.1% | 0.4% | 2.0% | 2.5% | |
| T. Rowe Summit Muni | PRINX | Income: Tax Exempt | 3.4% | 3.6% | 4.6% | 4.2% | 3.7% | 3.8% | 1.8% | 0.8% | -2.0% | 0.6% | 2.4% | 2.8% | |
| Vanguard LT Tax-Exempt | VWLTX | Income: Tax Exempt | 3.3% | 3.8% | 5.0% | 4.2% | 3.7% | 3.8% | 3.3% | 1.4% | -1.7% | 1.0% | 2.5% | 3.0% | |
| Sound Mind Investing | SMIFX | Momentum | 7.5% | 8.2% | 8.4% | 10.2% | 9.7% | 11.4% | 11.8% | 11.4% | 5.3% | 8.7% | 8.8% | 7.3% | |
| Sector Rotation | NAVFX | Sector Rotation | 7.6% | 8.4% | 10.2% | 10.9% | 12.7% | 18.5% | 9.9% | 11.2% | |||||
| FundX ETF | XCOR | Momentum | 8.5% | 9.3% | 11.0% | 10.8% | 10.0% | 11.6% | 16.5% | 19.5% | 6.8% | 10.8% | 10.7% | 7.7% | |
| ALPS Insurance Trust | BETFX | Risk-Driven | 5.0% | 4.9% | 7.3% | 7.0% | 6.4% | 14.3% | 13.9% | 6.7% | 7.5% | 7.2% | |||
| Columbia Thermostat | COTZX | Risk-Driven | 2.9% | 3.9% | 5.4% | 4.0% | 4.0% | 6.9% | 7.0% | 10.8% | 4.5% | 7.7% | 7.5% | 6.9% | |
| Dodge & Cox Balanced | DODBX | Risk-Driven | 4.6% | 5.0% | 7.3% | 8.5% | 7.8% | 9.4% | 10.2% | 12.0% | 7.2% | 9.3% | 10.2% | 7.6% | |
| Fidelity Balanced | FBALX | Risk-Driven | 4.7% | 5.6% | 8.5% | 8.2% | 7.3% | 8.3% | 17.9% | 16.7% | 9.1% | 11.7% | 11.3% | 9.2% | |
| Fidelity Puritan | FPURX | Risk-Driven | 6.2% | 6.5% | 8.5% | 7.9% | 7.0% | 7.9% | 15.9% | 16.4% | 9.0% | 11.4% | 11.0% | 9.0% | |
| Janus Balanced | JANBX | Risk-Driven | 5.6% | 6.1% | 8.0% | 7.3% | 6.6% | 6.8% | 8.6% | 13.8% | 6.4% | 10.2% | 9.9% | 8.8% | |
| Schwab Balanced | SWOBX | Risk-Driven | 4.8% | 5.3% | 7.8% | 7.3% | 6.5% | 7.2% | 10.8% | 13.1% | 5.8% | 8.7% | 8.8% | 7.1% | |
| Vanguard Balanced | VBIAX | Risk-Driven | 4.2% | 6.0% | 8.1% | 7.3% | 6.4% | 7.1% | 12.8% | 14.1% | 7.0% | 9.5% | 9.8% | 8.3% | |
| ValueLine AssetAlloc | VLAAX | Risk-Driven | 6.2% | 6.5% | 8.9% | 8.0% | 7.2% | 8.2% | -8.5% | 4.2% | 0.9% | 6.7% | 8.0% | 7.0% | |
| Vanguard Wellesley Inv | VWINX | Risk-Driven | 3.3% | 4.0% | 5.7% | 4.9% | 4.3% | 4.6% | 7.2% | 8.8% | 3.8% | 5.7% | 6.7% | 6.5% | |
| Vanguard LifeStrat Growth | VASGX | Risk-Driven | 6.6% | 6.0% | 8.9% | 8.8% | 8.1% | 9.6% | 18.4% | 17.5% | 8.8% | 10.6% | 10.2% | 8.0% | |
| Vanguard Wellington Inv | VWELX | Risk-Driven | 4.7% | 4.9% | 7.6% | 7.2% | 6.4% | 7.2% | 12.8% | 15.5% | 8.1% | 10.1% | 10.4% | 8.8% | |
| Vanguard STAR Inv | VGSTX | Risk-Driven | 5.5% | 5.9% | 8.4% | 7.8% | 7.0% | 7.8% | 13.7% | 13.8% | 5.7% | 9.2% | 9.2% | 7.8% | |
| FPA Crescent | FPACX | Risk-Driven | 5.6% | 4.7% | 7.1% | 8.7% | 7.7% | 8.0% | 14.5% | 15.0% | 9.0% | 9.9% | 9.7% | 8.6% | |
| Allspring Asset Alloc | WFAIX | Risk-Driven | 4.0% | 5.5% | 7.8% | 6.8% | 6.0% | 7.9% | 12.4% | 14.1% | 7.1% | 9.4% | 10.7% | 8.4% | |