Tactical: Managed, ranked by Historical Return
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
Historical Return is the annual return for the last 5 calendar years.
Note: The Free plan includes full multi-year analytics for all 200+ Portfolio Recipes. Click any recipe name to view its complete performance details. Investable percentage allocations require a paid plan.
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 | -1.9% | -13.1% | 5.4% | 1.4% | 7.1% | 1.8% | 4.1% | -0.4% | 1.4% | 2.0% | 3.1% | |
| S&P 500 | SPY | Benchmark | 28.7% | -18.2% | 26.2% | 24.9% | 17.7% | 20.2% | 20.9% | 12.7% | 15.3% | 15.0% | 11.3% | |
| Strategic 60-40 Portfolio | s.6040 | Benchmark | 14.0% | -16.7% | 17.5% | 14.4% | 13.2% | 12.7% | 13.9% | 6.9% | 9.5% | 9.7% | 8.2% | |
| S&P 500 Equal Weight | RSP | Equal Weight | 29.4% | -11.6% | 13.7% | 12.8% | 11.2% | 18.2% | 15.4% | 8.8% | 12.0% | 12.9% | 10.2% | |
| Permanent Portfolio | PRPFX | Low Equity | 10.9% | -5.5% | 12.0% | 21.3% | 28.8% | 17.2% | 20.1% | 12.1% | 10.7% | 7.5% | 8.2% | |
| Hedge Replication | HDG | Blended | 3.0% | -8.5% | 7.2% | 5.1% | 7.2% | 10.9% | 7.6% | 3.3% | 3.9% | 3.2% | ||
| Inv Dorsey Wright | PDP | Blended | 7.7% | -24.5% | 20.9% | 26.1% | 8.4% | 20.2% | 18.3% | 7.5% | 12.4% | 12.4% | ||
| NYLI Hedge Multi-Strat | QAI | Blended | -0.2% | -8.7% | 10.1% | 6.7% | 6.7% | 10.1% | 8.6% | 4.2% | 3.6% | 3.2% | ||
| ProShares Lg Cap | CSM | Hedged: 130-30 | 33.1% | -18.3% | 23.5% | 22.1% | 21.9% | 20.4% | 21.0% | 12.3% | 14.2% | 14.5% | ||
| MultiAsset ETF | RLY | Hedged: Abs Return | 22.9% | 7.9% | 2.6% | 2.5% | 20.3% | 28.0% | 14.9% | 11.5% | 8.6% | |||
| NYLI Merger Arbitrage | MNA | Hedged: Arbitrage | -3.2% | -1.6% | 0.2% | 4.9% | 8.6% | 2.3% | 5.7% | 2.4% | 2.8% | 3.1% | ||
| AGF AntiBeta | BTAL | Hedged: Mkt Neutral | -6.8% | 20.5% | -15.1% | 12.8% | -20.2% | -23.2% | -9.8% | -4.0% | -4.1% | |||
| WisdmTr EM HiYld | DEM | Income: Equity | 11.5% | -10.4% | 20.9% | 4.5% | 21.1% | 26.3% | 18.7% | 10.5% | 9.6% | 4.7% | ||
| WisdmTr EM SmCap | DGS | Income: Equity | 15.3% | -12.3% | 19.4% | 1.2% | 21.2% | 17.6% | 14.4% | 7.5% | 8.7% | 5.9% | ||
| WisdomTree ex-US | DLN | Income: Equity | 25.6% | -3.8% | 10.0% | 19.7% | 15.5% | 19.5% | 18.5% | 12.3% | 12.7% | 13.1% | 9.7% | |
| WisdmTr Intl SmCap | DLS | Income: Equity | 11.7% | -17.3% | 15.3% | 3.1% | 34.1% | 17.4% | 18.9% | 7.4% | 8.1% | 8.0% | 6.4% | |
| iShares Select Dividend | DVY | Income: Equity | 31.7% | 1.8% | 1.1% | 16.3% | 11.6% | 18.7% | 17.1% | 10.4% | 10.4% | 11.9% | 8.5% | |
| SPDR S&P Int'l | DWX | Income: Equity | 10.6% | -13.0% | 14.8% | 2.5% | 31.6% | 16.3% | 16.6% | 8.1% | 7.4% | 4.4% | ||
| iShares Core Hi Div | HDV | Income: Equity | 19.4% | 7.0% | 1.7% | 14.2% | 11.9% | 24.1% | 16.8% | 12.7% | 10.0% | 11.2% | ||
| iShr Intl Select Dividend | IDV | Income: Equity | 12.0% | -6.4% | 10.3% | 4.1% | 52.2% | 29.7% | 26.8% | 13.7% | 10.5% | 8.0% | ||
| Invesco Intl Div | PID | Income: Equity | 24.5% | -6.5% | 14.3% | 3.1% | 24.5% | 10.4% | 13.0% | 8.7% | 8.6% | 6.5% | 5.1% | |
| SPDR S&P Dividend | SDY | Income: Equity | 25.4% | 1.5% | 4.6% | 8.4% | 8.2% | 13.5% | 11.7% | 8.3% | 9.7% | 11.4% | 8.9% | |
| Vanguard Hi Div Yld ETF | VYM | Income: Equity | 26.2% | -0.4% | 6.6% | 17.6% | 15.4% | 20.7% | 18.3% | 12.0% | 11.8% | 12.8% | ||
| Invesco Sr Loan ETF | BKLN | Income: Float Rate | 2.3% | -2.5% | 12.5% | 8.2% | 6.9% | 4.8% | 6.9% | 5.5% | 4.2% | 4.4% | ||
| Invesco Multi-Asset | CVY | Income: Multi | 25.3% | -9.3% | 17.9% | 10.3% | 11.0% | 17.5% | 15.4% | 9.2% | 8.8% | 7.5% | ||
| SPDR Conv Sec | CWB | Income: Multi | 2.2% | -20.8% | 14.2% | 10.1% | 16.6% | 20.4% | 15.7% | 5.2% | 11.4% | 10.8% | ||
| SPDR Inc Alloc | INKM | Income: Multi | 8.5% | -12.6% | 10.3% | 5.7% | 11.0% | 9.7% | 9.8% | 4.0% | 5.3% | |||
| iSh MultiAsset Income | IYLD | Income: Multi | 3.4% | -16.8% | 12.5% | 2.0% | 15.5% | 11.0% | 10.3% | 3.3% | 3.7% | |||
| FirstTrust Multi-Asset | MDIV | Income: Multi | 16.5% | -3.9% | 11.5% | 10.0% | 4.2% | 10.9% | 11.4% | 6.9% | 4.8% | |||
| iShr Preferred ETF | PFF | Income: Multi | 7.1% | -18.2% | 9.2% | 7.2% | 4.9% | 2.1% | 5.9% | 0.7% | 2.9% | 4.5% | ||
| Invesco Preferred ETF | PGX | Income: Multi | 3.2% | -21.2% | 9.5% | 6.5% | 3.5% | -1.7% | 4.2% | -1.3% | 1.9% | 4.0% | ||
| First Trust Focus 5 | FV | Sector Rotation | 21.6% | -3.9% | 11.3% | 14.7% | 7.2% | 20.1% | 16.5% | 9.5% | 13.0% | |||
| iShr Aggressive | AOA | Risk-Driven | 15.4% | -16.2% | 18.3% | 13.5% | 19.6% | 18.2% | 17.0% | 8.8% | 10.4% | 10.3% | ||
| iShr Conservative | AOK | Risk-Driven | 4.9% | -14.2% | 10.7% | 6.6% | 11.3% | 8.0% | 9.2% | 3.4% | 4.9% | 4.9% | ||
| iShr Moderate | AOM | Risk-Driven | 6.9% | -14.5% | 12.4% | 7.9% | 13.3% | 10.1% | 10.7% | 4.5% | 6.0% | 6.1% | ||
| iShr Growth | AOR | Risk-Driven | 11.2% | -15.6% | 15.7% | 10.7% | 16.4% | 14.0% | 13.8% | 6.6% | 8.2% | 8.2% | ||
| Principal GlobMultiStrat | PMSAX | Blended | 5.1% | -2.3% | 2.9% | 9.5% | 10.0% | 11.7% | 8.3% | 5.3% | 4.6% | |||
| Hundredfold Select | SFHYX | Blended | 8.1% | -11.0% | 6.1% | 4.2% | 11.0% | 7.5% | 7.5% | 2.3% | 7.0% | 6.5% | 6.5% | |
| UBS Global Alloc | BPGLX | Global Macro | 8.2% | -17.0% | 9.7% | 10.5% | 19.0% | 17.8% | 14.7% | 5.9% | 7.6% | 6.9% | 5.4% | |
| DFA Select Hedged | DSHGX | Global Macro | 21.6% | -12.9% | 20.1% | 18.9% | 21.4% | 24.3% | 21.2% | 12.5% | 13.0% | |||
| GMO Benchm-Free | GBMFX | Global Macro | 3.0% | -2.2% | 13.4% | 4.6% | 22.9% | 22.9% | 16.0% | 10.1% | 6.7% | 6.1% | 6.2% | |
| Leuthold Global | GLBIX | Global Macro | 15.0% | -7.9% | 8.3% | 1.8% | 17.7% | 17.2% | 12.1% | 6.5% | 6.4% | 6.0% | ||
| GMO Global Alloc | GMWAX | Global Macro | 7.0% | -13.0% | 16.1% | 6.2% | 23.4% | 23.3% | 17.2% | 8.6% | 7.7% | 6.9% | 6.3% | |
| Mac Asset Strategy | IVAEX | Global Macro | 14.0% | -12.8% | 15.8% | 17.0% | 16.5% | 12.6% | 16.0% | 8.5% | 8.2% | 6.5% | 7.0% | |
| Leuthold Core | LCORX | Global Macro | 15.2% | -6.8% | 11.7% | 8.8% | 14.5% | 13.1% | 12.6% | 7.6% | 8.2% | 7.7% | 6.8% | |
| Loomis Global Alloc Y | LSWWX | Global Macro | 14.4% | -23.1% | 22.4% | 15.0% | 13.0% | 14.4% | 15.2% | 6.3% | 9.9% | 9.3% | 9.1% | |
| BlackRock Global I | MALOX | Global Macro | 6.7% | -18.6% | 11.4% | 11.1% | 19.6% | 15.2% | 14.8% | 5.4% | 7.7% | 6.9% | 6.6% | |
| MFS Global Tot Ret | MFWIX | Global Macro | 8.5% | -10.6% | 10.5% | 4.8% | 15.6% | 13.3% | 11.9% | 5.7% | 6.8% | 7.2% | 6.5% | |
| PIMCO All-Asset | PAUIX | Global Macro | 15.5% | -15.6% | 5.7% | 0.9% | 15.4% | 13.7% | 9.6% | 2.8% | 4.5% | 3.6% | 4.6% | |
| Thornburg Inv Income Y | TIBIX | Global Macro | 20.3% | -7.3% | 18.2% | 14.0% | 37.5% | 30.8% | 26.2% | 16.5% | 12.6% | 11.0% | 9.8% | |
| VALIC Global Strat | VGLSX | Global Macro | 8.6% | -16.8% | 15.5% | 13.9% | 20.7% | 20.3% | 18.0% | 8.0% | 7.1% | 6.9% | 6.7% | |
| NYLI Int'l Res | MYITX | Hedged: 130-30 | 10.3% | -16.1% | 13.1% | 8.9% | 38.7% | 28.9% | 22.0% | 10.4% | 7.7% | 7.3% | ||
| MFS Target Return A | DVRAX | Hedged: Abs Return | 3.4% | -5.5% | 7.9% | 9.8% | 10.6% | 5.4% | 8.7% | 5.0% | 4.9% | 4.5% | ||
| EatonVance GlobalMacro | EIGMX | Hedged: Abs Return | 2.2% | -1.7% | 3.4% | 8.0% | 11.9% | 11.6% | 9.1% | 5.5% | 4.4% | 3.7% | 4.4% | |
| Virtus ASG Global | GAFYX | Hedged: Abs Return | 1.3% | -0.5% | -1.3% | 10.7% | 6.7% | 15.0% | 8.1% | 5.4% | 4.5% | 3.6% | ||
| Goldman Sachs Instl | GARTX | Hedged: Abs Return | 6.1% | -6.6% | 7.8% | 7.8% | 9.3% | 11.6% | 8.4% | 5.1% | 5.0% | 4.1% | ||
| Jhancock Multi Abs Ret I | JHAIX | Hedged: Abs Return | 11.8% | -5.3% | 4.9% | 4.2% | 4.5% | 3.9% | 4.0% | 2.4% | 3.2% | |||
| Putnam Short Dur Y | PARYX | Hedged: Abs Return | 0.5% | -5.4% | 2.9% | 1.4% | 4.0% | 1.3% | 2.7% | 0.5% | 1.8% | 1.6% | ||
| Putnam Core Bond Y | PYTRX | Hedged: Abs Return | -3.4% | -2.5% | 5.4% | 1.7% | 7.4% | 2.0% | 4.3% | 1.9% | 2.7% | 2.3% | ||
| AQR Divers N | ADANX | Hedged: Arbitrage | 6.0% | -3.5% | 4.2% | 3.2% | 7.8% | 5.4% | 5.3% | 2.9% | 6.3% | 4.0% | ||
| Arbitrage Fund | ARBNX | Hedged: Arbitrage | 1.0% | -0.5% | 6.1% | 3.3% | 8.3% | 5.2% | 5.9% | 4.0% | 3.6% | 2.9% | 3.4% | |
| BlackRock EmMkt A | BLSAX | Hedged: Long/Short | -4.5% | -21.7% | 9.0% | 7.5% | 29.4% | 36.8% | 21.3% | 6.8% | 6.4% | |||
| Robeco Long/Short I | BPLSX | Hedged: Long/Short | 32.0% | 7.2% | 15.2% | 14.7% | 28.3% | 35.4% | 25.7% | 19.8% | 11.2% | 10.3% | 11.0% | |
| Diamond Hill Long-Short I | DHLSX | Hedged: Long/Short | 19.4% | -8.5% | 9.9% | 11.8% | 19.1% | 8.0% | 11.9% | 6.8% | 7.6% | 8.0% | 6.0% | |
| Cromwell L/S | MFADX | Hedged: Long/Short | 8.3% | 2.8% | 5.1% | 7.7% | 17.3% | 13.9% | 13.1% | 8.8% | 8.5% | 6.2% | ||
| Calamos Market Neu Inc | CVSIX | Hedged: Mkt Neutral | 4.7% | -4.5% | 3.9% | 7.4% | 6.8% | 6.2% | 5.2% | 3.7% | 4.1% | 4.0% | 3.7% | |
| Gabelli ABC AAA | GABCX | Hedged: Mkt Neutral | 4.4% | -1.7% | 6.7% | 8.4% | 5.8% | 5.5% | 7.2% | 5.1% | 4.0% | 3.7% | 3.7% | |
| JPMorgan Mkt Neutral A | JMNAX | Hedged: Mkt Neutral | 3.8% | -2.4% | 8.1% | 14.7% | 3.4% | -3.8% | 4.8% | 4.7% | 4.4% | 2.6% | 2.6% | |
| Vanguard Market Neutral | VMNFX | Hedged: Mkt Neutral | 23.4% | 13.5% | 12.2% | 6.1% | 9.1% | 19.5% | 12.4% | 13.1% | 5.3% | 4.3% | 3.4% | |
| Fidelity Equity | FEQTX | Income: Equity | 22.2% | -1.7% | 11.6% | 14.4% | 13.9% | 22.5% | 16.9% | 11.4% | 11.1% | 11.7% | 8.1% | |
| Fidelity Strategic | FSDIX | Income: Equity | 19.0% | -10.3% | 9.4% | 13.4% | 13.0% | 18.5% | 15.1% | 8.2% | 9.7% | 10.4% | 7.9% | |
| Columbia Div Income | LBSAX | Income: Equity | 26.0% | -5.6% | 10.2% | 16.5% | 15.1% | 18.4% | 16.7% | 10.7% | 12.5% | 12.8% | 10.0% | |
| Invesco Divers Dividend | LCEIX | Income: Equity | 19.0% | -1.6% | 8.3% | 14.5% | 15.2% | 15.2% | 15.2% | 9.9% | 9.2% | 11.0% | 8.6% | |
| BlackRock Eq Dividend | MDDVX | Income: Equity | 20.1% | -14.8% | 12.4% | 11.1% | 21.4% | 24.0% | 19.0% | 9.1% | 10.7% | 10.9% | 8.8% | |
| T. Rowe Equity Income | PRFDX | Income: Equity | 25.7% | -3.3% | 9.7% | 13.6% | 14.2% | 23.9% | 18.1% | 11.3% | 11.6% | 11.7% | 8.7% | |
| Schwab Div Equity | SWDSX | Income: Equity | 28.1% | -6.8% | 5.2% | 18.9% | 14.3% | 16.5% | 16.6% | 9.4% | 9.5% | 10.4% | 7.8% | |
| Vanguard Equity | VEIPX | Income: Equity | 25.5% | -0.2% | 7.7% | 17.3% | 16.4% | 18.1% | 17.5% | 11.7% | 12.1% | 12.9% | 10.0% | |
| Lord Abbett Float Rate | LFRAX | Income: Float Rate | 5.1% | -5.1% | 3.7% | 3.7% | 2.4% | 1.8% | 2.7% | 1.4% | 2.3% | 3.3% | ||
| Calamos Global Opp | CVLOX | Income: Global | 15.8% | -22.2% | 13.6% | 26.2% | 15.9% | 18.8% | 19.9% | 8.6% | 11.0% | 8.7% | 7.6% | |
| Loomis Global Alloc A | LGMAX | Income: Global | 14.1% | -23.3% | 22.2% | 14.8% | 12.8% | 14.1% | 14.9% | 6.0% | 9.6% | 8.9% | 8.7% | |
| Neuberger Berman Eq Inc | NBHAX | Income: Global | 21.3% | -4.1% | 3.4% | 15.2% | 18.7% | 15.7% | 15.8% | 9.7% | 9.5% | 8.9% | ||
| Thornburg Inv Income A | TIBAX | Income: Global | 20.0% | -7.6% | 18.0% | 13.8% | 36.3% | 30.5% | 25.7% | 16.2% | 12.3% | 10.4% | 9.2% | |
| Am Century Target Date | ARTOX | Income: Multi | 8.9% | -13.2% | 11.1% | 8.8% | 10.4% | 8.4% | 9.9% | 4.3% | 6.1% | 6.2% | 5.7% | |
| BlackRock Strat Inc Opp | BASIX | Income: Multi | 0.7% | -7.6% | 3.0% | 0.5% | 5.5% | 0.4% | 2.8% | -0.1% | 2.0% | 2.4% | ||
| Calamos Convertible | CCVIX | Income: Multi | 5.2% | -21.1% | 8.9% | 11.2% | 19.1% | 25.9% | 16.7% | 5.9% | 11.2% | 9.2% | 8.0% | |
| Invesco Convertible Y | CNSDX | Income: Multi | 4.9% | -15.5% | 7.7% | 11.5% | 15.3% | 20.2% | 15.7% | 6.2% | 10.6% | 9.7% | 8.8% | |
| Fidelity Convertibles | FCVSX | Income: Multi | 10.0% | -15.6% | 11.4% | 15.7% | 18.4% | 23.0% | 17.9% | 8.4% | 12.7% | 11.1% | 9.3% | |
| Goldman Sachs Dyn A | GSZAX | Income: Multi | -1.6% | -4.5% | 8.4% | -0.1% | 9.0% | 5.8% | 5.3% | 2.7% | 2.6% | 2.7% | ||
| WestWood REs Inc | KIFYX | Income: Multi | 15.4% | -16.3% | 8.8% | 8.4% | -1.9% | 3.0% | 4.9% | 0.5% | 2.1% | 5.1% | 4.3% | |
| Nuveen Preferred I | NPSRX | Income: Multi | 5.2% | -12.8% | 1.4% | 4.7% | 10.1% | 6.1% | 7.2% | 0.7% | 3.5% | 5.4% | ||
| Pimco Income | PONPX | Income: Multi | 2.5% | -10.9% | 3.2% | -0.5% | 8.2% | 1.3% | 3.1% | -0.3% | 2.5% | 4.5% | ||
| Principal Spectrum | PPSIX | Income: Multi | 3.0% | -10.7% | 5.9% | 9.7% | 7.4% | 3.8% | 7.6% | 2.4% | 4.0% | 5.3% | 5.4% | |
| T. Rowe Price Global | PRSNX | Income: Multi | 0.4% | -17.2% | 6.9% | -0.4% | 3.6% | -1.1% | 2.2% | -2.2% | 1.3% | 2.5% | ||
| T. Rowe Retire Balanced | TRRIX | Income: Multi | 7.5% | -15.3% | 8.0% | 6.5% | 8.4% | 5.8% | 7.5% | 1.9% | 5.0% | 5.3% | 5.0% | |
| Vanguard LifeStrategy | VASIX | Income: Multi | 1.9% | -13.9% | 8.9% | 4.7% | 8.6% | 5.8% | 7.0% | 1.8% | 3.6% | 4.0% | 4.1% | |
| Vanguard Target Retire | VTINX | Income: Multi | 5.2% | -12.8% | 7.5% | 6.4% | 10.6% | 8.0% | 8.0% | 3.0% | 4.8% | 5.0% | 5.1% | |
| Vanguard Wellesley Adm | VWIAX | Income: Multi | 8.6% | -9.0% | 7.1% | 6.6% | 10.1% | 7.3% | 8.5% | 3.7% | 5.7% | 6.6% | 6.5% | |
| Fidelity Muni | FHIGX | Income: Tax Exempt | 2.8% | -11.6% | 4.0% | -1.4% | 0.6% | 1.9% | 0.5% | -2.1% | 0.7% | 2.2% | 2.8% | |
| Nuveen Amer Muni | FLAAX | Income: Tax Exempt | 3.7% | -17.9% | 3.6% | -0.0% | 2.4% | 3.9% | 1.9% | -2.7% | 0.6% | 2.6% | 3.1% | |
| BlackRock Nat'l Muni | MDNLX | Income: Tax Exempt | 1.9% | -11.9% | 2.7% | -1.5% | 1.5% | 1.5% | 0.6% | -2.1% | 0.4% | 2.0% | 2.5% | |
| T. Rowe Summit Muni | PRINX | Income: Tax Exempt | 3.1% | -12.5% | 4.3% | -0.5% | 1.0% | 1.8% | 0.8% | -2.0% | 0.6% | 2.4% | 2.8% | |
| Vanguard LT Tax-Exempt | VWLTX | Income: Tax Exempt | 2.3% | -12.0% | 4.2% | -1.6% | 2.3% | 3.3% | 1.4% | -1.7% | 1.0% | 2.5% | 3.0% | |
| Sound Mind Investing | SMIFX | Momentum | 11.3% | -9.5% | 4.4% | 20.0% | 2.2% | 11.8% | 11.4% | 5.3% | 8.7% | 8.8% | 7.3% | |
| Sector Rotation | NAVFX | Sector Rotation | 15.8% | -17.9% | 24.5% | 25.7% | 13.3% | 12.7% | 18.5% | 9.9% | 11.2% | |||
| FundX ETF | XCOR | Momentum | 10.3% | -24.3% | 14.3% | 29.6% | 12.0% | 16.5% | 19.5% | 6.8% | 10.8% | 10.7% | 7.7% | |
| ALPS Insurance Trust | BETFX | Risk-Driven | 10.8% | -12.9% | 12.2% | 12.0% | 14.8% | 14.3% | 13.9% | 6.7% | 7.5% | 7.2% | ||
| Columbia Thermostat | COTZX | Risk-Driven | 6.4% | -12.9% | 11.7% | 8.3% | 15.0% | 7.0% | 10.8% | 4.5% | 7.7% | 7.5% | 6.9% | |
| Dodge & Cox Balanced | DODBX | Risk-Driven | 19.3% | -7.3% | 13.8% | 10.4% | 12.6% | 10.2% | 12.0% | 7.2% | 9.3% | 10.2% | 7.6% | |
| Fidelity Balanced | FBALX | Risk-Driven | 18.2% | -18.3% | 20.3% | 18.5% | 15.2% | 17.9% | 16.7% | 9.1% | 11.7% | 11.3% | 9.2% | |
| Fidelity Puritan | FPURX | Risk-Driven | 19.0% | -17.7% | 20.2% | 20.9% | 12.3% | 15.9% | 16.4% | 9.0% | 11.4% | 11.0% | 9.0% | |
| Janus Balanced | JANBX | Risk-Driven | 17.2% | -17.3% | 13.2% | 17.9% | 14.0% | 8.6% | 13.8% | 6.4% | 10.2% | 9.9% | 8.8% | |
| Schwab Balanced | SWOBX | Risk-Driven | 14.8% | -18.9% | 16.4% | 15.0% | 12.8% | 10.8% | 13.1% | 5.8% | 8.7% | 8.8% | 7.1% | |
| Vanguard Balanced | VBIAX | Risk-Driven | 14.2% | -16.9% | 17.6% | 16.9% | 11.4% | 12.8% | 14.1% | 7.0% | 9.5% | 9.8% | 8.3% | |
| ValueLine AssetAlloc | VLAAX | Risk-Driven | 11.9% | -19.7% | 21.4% | 11.5% | -2.6% | -8.5% | 4.2% | 0.9% | 6.7% | 8.0% | 7.0% | |
| Vanguard Wellesley Inv | VWINX | Risk-Driven | 8.5% | -9.1% | 7.0% | 6.5% | 10.9% | 7.2% | 8.8% | 3.8% | 5.7% | 6.7% | 6.5% | |
| Vanguard LifeStrat Growth | VASGX | Risk-Driven | 14.4% | -17.2% | 18.7% | 15.3% | 18.6% | 18.4% | 17.5% | 8.8% | 10.6% | 10.2% | 8.0% | |
| Vanguard Wellington Inv | VWELX | Risk-Driven | 19.0% | -14.4% | 14.3% | 17.4% | 16.5% | 12.8% | 15.5% | 8.1% | 10.1% | 10.4% | 8.8% | |
| Vanguard STAR Inv | VGSTX | Risk-Driven | 9.7% | -18.1% | 16.2% | 11.0% | 15.9% | 13.7% | 13.8% | 5.7% | 9.2% | 9.2% | 7.8% | |
| FPA Crescent | FPACX | Risk-Driven | 15.2% | -9.7% | 15.9% | 14.7% | 17.7% | 14.5% | 15.0% | 9.0% | 9.9% | 9.7% | 8.6% | |
| Allspring Asset Alloc | WFAIX | Risk-Driven | 16.0% | -16.9% | 16.8% | 17.5% | 11.3% | 12.4% | 14.1% | 7.1% | 9.4% | 10.7% | 8.4% | |