Tactical: Managed, ranked by Historical Return

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

Historical Return is the annual return for the last 5 calendar years.

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Portfolio Recipes: Tactical: Managed Peer Group
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    Historical Return   Total Return, annualized
Recipe Name ID Category   1 year 3 year 5 year 10 year 15 year 20 year
    Group Average  
   
U.S. Total Bond Market BND Benchmark * * * * 1.4%   4.9% * * * * *
S&P 500 SPY Benchmark * * * * 24.9%   8.3% * * * * *
Strategic 60-40 Portfolio s.6040 Benchmark * * * * 14.4%   6.4% * * * * *
S&P 500 Equal Weight RSP Equal Weight * * * * 12.8%   3.9% * * * * *
Permanent Portfolio PRPFX Low Equity * * * * 21.3%   20.4% * * * * *
Hedge Replication HDG Blended * * * * 5.1%   2.4% * * * * *
DWA Tech Leaders PDP Blended * * * * 26.1%   1.4% * * * * *
IQ Hedge Multi-Strat QAI Blended * * * * 6.7%   3.6% * * * * *
ProShares Lg Cap CSM Hedged: 130-30 * * * * 22.1%   6.1% * * * * *
MultiAsset ETF RLY Hedged: Abs Return * * * * 2.5%   5.4% * * * * *
IQ Merger Arbitrage MNA Hedged: Arbitrage * * * * 4.9%   9.0% * * * * *
QuantSh AntiBeta BTAL Hedged: Mkt Neutral * * * * 12.8%   19.7% * * * * *
WisdmTr EM HiYld DEM Income: Equity * * * * 4.5%   6.1% * * * * *
WisdmTr EM SmCap DGS Income: Equity * * * * 1.2%   -1.9% * * * * *
WisdomTree ex-US DLN Income: Equity * * * * 19.7%   12.2% * * * * *
WisdmTr Intl SmCap DLS Income: Equity * * * * 3.1%   5.5% * * * * *
iShares Select Dividend DVY Income: Equity * * * * 16.3%   13.1% * * * * *
SPDR S&P Int'l DWX Income: Equity * * * * 2.5%   13.9% * * * * *
iShares Hi Div Equity HDV Income: Equity * * * * 14.2%   13.9% * * * * *
iShr Intl Select Dividend IDV Income: Equity * * * * 4.1%   17.4% * * * * *
PowerShares Intl Div PID Income: Equity * * * * 3.1%   6.8% * * * * *
SPDR S&P Dividend SDY Income: Equity * * * * 8.4%   6.1% * * * * *
Vanguard Hi Div Yld ETF VYM Income: Equity * * * * 17.6%   9.8% * * * * *
PwrSh Sr Loan Portfolio BKLN Income: Float Rate * * * * 8.2%   6.1% * * * * *
Gugg Multi-Asset CVY Income: Multi * * * * 10.3%   2.7% * * * * *
Barclays Conv Bond CWB Income: Multi * * * * 10.1%   7.0% * * * * *
ETF: SPDR Inc Alloc INKM Income: Multi * * * * 5.7%   6.8% * * * * *
iSh MultiAsset Income IYLD Income: Multi * * * * 2.0%   6.1% * * * * *
FirstTrust Multi-Asset MDIV Income: Multi * * * * 10.0%   10.4% * * * * *
iShr Preferred ETF PFF Income: Multi * * * * 7.2%   1.5% * * * * *
PowerSh Preferred ETF PGX Income: Multi * * * * 6.5%   0.1% * * * * *
First Trust Focus 5 FV Sector Rotation * * * * 14.7%   -3.9% * * * * *
S&P Aggressive AOA Risk-Driven * * * * 13.5%   6.6% * * * * *
S&P Conservative AOK Risk-Driven * * * * 6.6%   5.6% * * * * *
S&P Moderate AOM Risk-Driven * * * * 7.9%   5.8% * * * * *
S&P Growth AOR Risk-Driven * * * * 10.7%   6.2% * * * * *
Dreyfus Alpha I AVGRX Blended * * * * 12.8%   2.7% * * * * *
Principal GlobMultiStrat PMSAX Blended * * * * 9.5%   3.9% * * * * *
Hundredfold Select SFHYX Blended * * * * 4.2%   2.9% * * * * *
UBS Global Alloc BPGLX Global Macro * * * * 10.5%   4.8% * * * * *
DFA Select Hedged DSHGX Global Macro * * * * 18.9%   7.0% * * * * *
GMO Benchm-Free GBMFX Global Macro * * * * 4.6%   6.2% * * * * *
Leuthold Global GLBIX Global Macro * * * * 1.8%   1.0% * * * * *
GMO Global Alloc GMWAX Global Macro * * * * 6.2%   5.4% * * * * *
Ivy Asset Strategy IVAEX Global Macro * * * * 17.0%   7.9% * * * * *
Leuthold Core LCORX Global Macro * * * * 8.8%   0.3% * * * * *
Loomis Global Eq Y LSWWX Global Macro * * * * 15.0%   4.5% * * * * *
BlackRock Global I MALOX Global Macro * * * * 11.1%   4.7% * * * * *
MFS Global Tot Ret MFWIX Global Macro * * * * 4.8%   5.0% * * * * *
PIMCO All-Asset PAUIX Global Macro * * * * 0.9%   5.0% * * * * *
Thornburg Inv Income Y TIBIX Global Macro * * * * 14.0%   17.4% * * * * *
VALIC Global Strat VGLSX Global Macro * * * * 13.9%   6.2% * * * * *
MainStay Int'l Opp MYITX Hedged: 130-30 * * * * 8.9%   9.8% * * * * *
MFS Target Return A DVRAX Hedged: Abs Return * * * * 9.8%   8.2% * * * * *
EatonVance GlobalMacro EIGMX Hedged: Abs Return * * * * 8.0%   6.8% * * * * *
Natixis ASG Global GAFYX Hedged: Abs Return * * * * 10.7%   3.7% * * * * *
Goldman Sachs Instl GARTX Hedged: Abs Return * * * * 7.8%   4.3% * * * * *
Jhancock Global Abs Ret I JHAIX Hedged: Abs Return * * * * 4.2%   3.6% * * * * *
Putnam Abs Ret 100 Y PARYX Hedged: Abs Return * * * * 1.4%   2.9% * * * * *
Putnam Abs Ret 300 Y PYTRX Hedged: Abs Return * * * * 1.7%   5.4% * * * * *
AQR Divers N ADANX Hedged: Arbitrage * * * * 3.2%   4.4% * * * * *
Arbitrage I ARBNX Hedged: Arbitrage * * * * 3.3%   4.5% * * * * *
BlackRock EmMkt A BLSAX Hedged: Long/Short * * * * 7.5%   5.8% * * * * *
Robeco Long/Short I BPLSX Hedged: Long/Short * * * * 14.7%   10.6% * * * * *
Diamond Hill Long-Short I DHLSX Hedged: Long/Short * * * * 11.8%   4.3% * * * * *
MainStay Marketfield A MFADX Hedged: Long/Short * * * * 7.7%   -0.3% * * * * *
Calamos Market Neu Inc CVSIX Hedged: Mkt Neutral * * * * 7.4%   6.7% * * * * *
Gabelli ABC AAA GABCX Hedged: Mkt Neutral * * * * 8.4%   6.7% * * * * *
JPMorgan Mkt Neutral A JMNAX Hedged: Mkt Neutral * * * * 14.7%   8.7% * * * * *
Vanguard Market Neutral VMNFX Hedged: Mkt Neutral * * * * 6.1%   0.4% * * * * *
Fidelity Equity FEQTX Income: Equity * * * * 14.4%   8.7% * * * * *
Fidelity Strategic FSDIX Income: Equity * * * * 13.4%   8.1% * * * * *
Columbia Div Income LBSAX Income: Equity * * * * 16.5%   8.7% * * * * *
Invesco Divers Dividend LCEIX Income: Equity * * * * 14.5%   6.6% * * * * *
BlackRock Eq Dividend MDDVX Income: Equity * * * * 11.1%   6.6% * * * * *
T. Rowe Equity Income PRFDX Income: Equity * * * * 13.6%   7.3% * * * * *
Schwab Div Equity SWDSX Income: Equity * * * * 18.9%   12.9% * * * * *
Vanguard Equity VEIPX Income: Equity * * * * 17.3%   9.8% * * * * *
Lord Abbett Float Rate LFRAX Income: Float Rate * * * * 3.7%   3.0% * * * * *
Calamos Global Growth CVLOX Income: Global * * * * 26.2%   5.2% * * * * *
Loomis Global Eq A LGMAX Income: Global * * * * 14.8%   4.3% * * * * *
Neuberger Berman Eq Inc NBHAX Income: Global * * * * 15.2%   11.2% * * * * *
Thornburg Inv Income A TIBAX Income: Global * * * * 13.8%   16.1% * * * * *
Am Century Target Date ARTOX Income: Multi * * * * 8.8%   5.2% * * * * *
BlackRock Strat Inc Opp BASIX Income: Multi * * * * 0.5%   2.4% * * * * *
Calamos Convertible A CCVIX Income: Multi * * * * 11.2%   3.8% * * * * *
Invesco Convertible Y CNSDX Income: Multi * * * * 11.5%   5.0% * * * * *
Fidelity Convertibles FCVSX Income: Multi * * * * 15.7%   7.4% * * * * *
Goldman Sachs Strat Inc GSZAX Income: Multi * * * * -0.1%   1.8% * * * * *
Inst: Forward Select KIFYX Income: Multi * * * * 8.4%   4.1% * * * * *
Nuveen Preferred I NPSRX Income: Multi * * * * 4.7%   4.2% * * * * *
Pimco Income P PONPX Income: Multi * * * * -0.5%   2.7% * * * * *
Principal Preferred PPSIX Income: Multi * * * * 9.7%   6.6% * * * * *
T. Rowe Global Bond PRSNX Income: Multi * * * * -0.4%   1.4% * * * * *
T. Rowe Retire Balanced TRRIX Income: Multi * * * * 6.5%   4.2% * * * * *
Vanguard LifeStrategy VASIX Income: Multi * * * * 4.7%   4.6% * * * * *
Vanguard Target Retire VTINX Income: Multi * * * * 6.4%   4.9% * * * * *
Vanguard Wellesley Adm VWIAX Income: Multi * * * * 6.6%   6.4% * * * * *
Fidelity Muni FHIGX Income: Tax Exempt * * * * -1.4%   -1.1% * * * * *
Nuveen Amer Muni FLAAX Income: Tax Exempt * * * * -0.0%   -0.1% * * * * *
BlackRock Nat'l Muni MDNLX Income: Tax Exempt * * * * -1.5%   -1.2% * * * * *
T. Rowe Summit Muni PRINX Income: Tax Exempt * * * * -0.5%   -0.8% * * * * *
Vanguard LT Tax-Exempt VWLTX Income: Tax Exempt * * * * -1.6%   -1.2% * * * * *
Sound Mind Investing SMIFX Momentum * * * * 20.0%   4.1% * * * * *
Grimaldi Sector NAVFX Sector Rotation * * * * 25.7%   7.9% * * * * *
FundX Upgrader XCOR Momentum * * * * 29.6%   6.4% * * * * *
Ibbotson Balanced BETFX Risk-Driven * * * * 12.0%   6.2% * * * * *
Columbia Thermostat Z COTZX Risk-Driven * * * * 8.3%   8.9% * * * * *
Dodge & Cox Balanced DODBX Risk-Driven * * * * 10.4%   8.0% * * * * *
Fidelity Balanced FBALX Risk-Driven * * * * 18.5%   6.7% * * * * *
Fidelity Puritan FPURX Risk-Driven * * * * 20.9%   5.4% * * * * *
Janus Balanced JANBX Risk-Driven * * * * 17.9%   6.4% * * * * *
Schwab Balanced SWOBX Risk-Driven * * * * 15.0%   6.0% * * * * *
Vanguard Balanced VBIAX Risk-Driven * * * * 16.9%   5.5% * * * * *
ValueLine AssetAlloc VLAAX Risk-Driven * * * * 11.5%   7.5% * * * * *
Vanguard Wellesley Inv VWINX Risk-Driven * * * * 6.5%   7.3% * * * * *
Vanguard LifeStrat Growth VASGX Risk-Driven * * * * 15.3%   7.6% * * * * *
Vanguard Wellington Inv VWELX Risk-Driven * * * * 17.4%   8.4% * * * * *
Vanguard STAR Inv VGSTX Risk-Driven * * * * 11.0%   5.0% * * * * *
FPA Crescent FPACX Risk-Driven * * * * 14.7%   6.9% * * * * *
WF Asset Allocation WFAIX Risk-Driven * * * * 17.5%   7.3% * * * * *
Berkshire Hathaway Inc BRK.A Global Macro * * * * 25.5%   25.8% * * * * *