Tactical: Managed, ranked by M-squared
for period ending September 30, 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
M-Squared is the Modigliani risk-adjusted performance, shown as an annual total return percent. It is derived from the Sharpe ratio, but M-Squared is in units of percent return. M-Squared inputs include standard deviation, the monthly total return, the risk-free rate (3-month T-bill), and the return of a benchmark equity portfolio (the S&P 500, represented by the SPY exchange-traded fund).
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
Sort by any column by clicking on the gray column heading.
| M-Squared | 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 | -30.2% | -18.9% | -21.8% | -17.4% | -14.1% | -5.5% | -1.5% | 4.2% | -0.6% | 1.1% | 1.8% | 2.9% | |
| S&P 500 | SPY | Benchmark | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 15.7% | 22.8% | 13.7% | 15.2% | 15.6% | 11.1% | |
| Strategic 60-40 Portfolio | s.6040 | Benchmark | -4.7% | -3.9% | -5.3% | -2.9% | -1.8% | 0.1% | 8.5% | 14.9% | 7.3% | 9.3% | 9.9% | 8.0% | |
| S&P 500 Equal Weight | RSP | Equal Weight | -3.5% | -7.6% | -5.2% | -4.5% | -3.2% | -2.3% | 11.4% | 15.5% | 8.6% | 11.4% | 13.2% | 9.8% | |
| Permanent Portfolio | PRPFX | Low Equity | -6.9% | 2.4% | 2.1% | -1.3% | -5.0% | 0.1% | 8.7% | 19.9% | 12.0% | 10.2% | 7.8% | 8.1% | |
| Hedge Replication | HDG | Blended | -0.7% | -10.0% | -12.3% | -10.0% | -10.0% | 8.1% | 7.5% | 3.4% | 3.7% | 3.4% | |||
| Inv Dorsey Wright | PDP | Blended | -4.4% | -7.5% | -5.6% | -4.3% | -4.0% | 16.8% | 21.6% | 9.3% | 12.8% | 13.4% | |||
| NYLI Hedge Multi-Strat | QAI | Blended | -5.1% | -8.7% | -9.8% | -10.4% | -9.9% | 7.2% | 8.5% | 4.3% | 3.6% | 3.3% | |||
| ProShares Lg Cap | CSM | Hedged: 130-30 | -1.3% | -0.6% | -1.0% | -1.6% | -1.2% | 14.6% | 22.5% | 12.9% | 14.1% | 15.0% | |||
| MultiAsset ETF | RLY | Hedged: Abs Return | 5.3% | -6.8% | -1.9% | -6.4% | 21.1% | 13.9% | 10.7% | 8.1% | |||||
| NYLI Merger Arbitrage | MNA | Hedged: Arbitrage | -22.1% | -12.6% | -18.6% | -12.7% | -9.5% | 2.6% | 5.7% | 2.5% | 2.7% | 3.3% | |||
| AGF AntiBeta | BTAL | Hedged: Mkt Neutral | -31.2% | -29.9% | -17.3% | -19.2% | -19.2% | -22.7% | -12.0% | -4.3% | -4.1% | -4.0% | |||
| WisdmTr EM HiYld | DEM | Income: Equity | 15.2% | 0.7% | -2.0% | -5.9% | -10.2% | 25.3% | 19.2% | 11.1% | 9.4% | 6.0% | |||
| WisdmTr EM SmCap | DGS | Income: Equity | -2.6% | -8.3% | -5.7% | -7.2% | -9.1% | 15.0% | 14.9% | 7.8% | 8.4% | 7.2% | |||
| WisdomTree ex-US | DLN | Income: Equity | 2.3% | -0.5% | 0.6% | -1.9% | -1.2% | -1.2% | 13.8% | 18.9% | 12.8% | 12.4% | 13.2% | 9.4% | |
| WisdmTr Intl SmCap | DLS | Income: Equity | -3.0% | -4.0% | -5.9% | -7.9% | -7.5% | -5.6% | 13.7% | 19.5% | 7.8% | 7.5% | 8.6% | 6.2% | |
| iShares Select Dividend | DVY | Income: Equity | -3.8% | -6.8% | -3.9% | -5.7% | -3.8% | -3.1% | 10.8% | 16.3% | 9.7% | 9.7% | 11.8% | 8.1% | |
| SPDR S&P Int'l | DWX | Income: Equity | -3.2% | -5.6% | -4.8% | -7.9% | -10.6% | 11.8% | 16.4% | 8.4% | 6.8% | 5.1% | |||
| iShares Core Hi Div | HDV | Income: Equity | 1.2% | -6.1% | -0.8% | -5.5% | -4.0% | 17.8% | 16.0% | 12.1% | 9.4% | 11.0% | |||
| iShr Intl Select Dividend | IDV | Income: Equity | 4.1% | 1.5% | -0.8% | -6.2% | -8.0% | 22.2% | 25.4% | 13.6% | 9.7% | 8.6% | |||
| Invesco Intl Div | PID | Income: Equity | -11.6% | -10.0% | -5.7% | -7.9% | -9.4% | -6.8% | 4.1% | 12.6% | 7.8% | 7.7% | 6.7% | 4.7% | |
| SPDR S&P Dividend | SDY | Income: Equity | -8.4% | -11.4% | -5.3% | -5.8% | -3.7% | -2.5% | 7.3% | 11.3% | 8.1% | 9.2% | 11.4% | 8.5% | |
| Vanguard Hi Div Yld ETF | VYM | Income: Equity | -1.3% | -3.6% | -1.2% | -3.3% | -1.9% | 12.8% | 17.7% | 11.6% | 11.3% | 12.8% | |||
| Invesco Sr Loan ETF | BKLN | Income: Float Rate | -10.8% | -7.3% | -6.1% | -7.9% | -5.8% | 4.0% | 6.7% | 5.4% | 4.2% | 4.4% | |||
| Invesco Multi-Asset | CVY | Income: Multi | -5.0% | -9.4% | -5.8% | -8.0% | -8.9% | -6.1% | 10.2% | 13.5% | 8.1% | 8.2% | 7.6% | 5.6% | |
| SPDR Conv Sec | CWB | Income: Multi | -3.7% | -6.3% | -8.0% | -3.4% | -3.3% | 13.6% | 16.4% | 5.5% | 11.1% | 11.2% | |||
| SPDR Inc Alloc | INKM | Income: Multi | -10.7% | -10.0% | -10.7% | -9.3% | 4.4% | 9.7% | 3.6% | 4.9% | |||||
| iSh MultiAsset Income | IYLD | Income: Multi | -5.0% | -7.5% | -11.4% | -11.4% | 6.9% | 10.0% | 3.2% | 3.5% | |||||
| FirstTrust Multi-Asset | MDIV | Income: Multi | -7.9% | -10.3% | -7.1% | -10.6% | 6.5% | 10.0% | 6.1% | 4.6% | |||||
| iShr Preferred ETF | PFF | Income: Multi | -21.3% | -16.8% | -15.0% | -12.5% | -9.4% | -1.6% | 5.5% | 0.4% | 2.8% | 4.6% | |||
| Invesco Preferred ETF | PGX | Income: Multi | -32.9% | -19.7% | -17.0% | -14.2% | -10.6% | -7.6% | 3.3% | -2.0% | 1.6% | 3.9% | |||
| First Trust Focus 5 | FV | Sector Rotation | -1.9% | -8.5% | -4.5% | -4.3% | 19.0% | 18.7% | 10.6% | 12.9% | |||||
| iShr Aggressive | AOA | Risk-Driven | -0.5% | -1.2% | -3.4% | -3.3% | -2.9% | 12.9% | 17.9% | 9.2% | 10.1% | 10.7% | |||
| iShr Conservative | AOK | Risk-Driven | -11.5% | -8.4% | -11.5% | -8.3% | -6.7% | 3.9% | 9.5% | 3.3% | 4.7% | 4.9% | |||
| iShr Moderate | AOM | Risk-Driven | -8.1% | -6.2% | -9.2% | -6.6% | -5.2% | 5.7% | 11.2% | 4.5% | 5.8% | 6.1% | |||
| iShr Growth | AOR | Risk-Driven | -3.5% | -3.3% | -5.8% | -4.6% | -3.7% | 9.3% | 14.5% | 6.9% | 7.9% | 8.4% | |||
| Principal GlobMultiStrat | PMSAX | Blended | 8.5% | -6.1% | -5.7% | -7.2% | 9.4% | 8.3% | 5.6% | 4.5% | |||||
| Hundredfold Select | SFHYX | Blended | -6.2% | -9.6% | -14.1% | -2.4% | -2.3% | 2.5% | 6.0% | 8.1% | 2.7% | 7.0% | 6.6% | 6.5% | |
| UBS Global Alloc | BPGLX | Global Macro | -3.7% | -4.4% | -7.2% | -6.0% | -6.2% | -5.2% | 10.9% | 15.3% | 5.9% | 7.3% | 7.2% | 5.2% | |
| DFA Select Hedged | DSHGX | Global Macro | 3.9% | 1.4% | 0.3% | -2.1% | 18.6% | 21.8% | 12.9% | 12.7% | |||||
| GMO Benchm-Free | GBMFX | Global Macro | 10.9% | -0.2% | 0.4% | -5.9% | -6.1% | -0.9% | 19.5% | 15.4% | 9.8% | 6.5% | 6.1% | 6.1% | |
| Leuthold Global | GLBIX | Global Macro | 2.3% | -6.6% | -5.3% | -6.8% | -6.4% | 14.1% | 12.4% | 6.9% | 6.2% | 6.4% | |||
| GMO Global Alloc | GMWAX | Global Macro | 9.3% | -0.1% | -3.0% | -5.4% | -5.8% | -2.3% | 19.3% | 17.3% | 8.8% | 7.5% | 7.1% | 6.2% | |
| Mac Asset Strategy | IVAEX | Global Macro | -8.3% | -2.6% | -3.5% | -6.6% | -7.9% | -3.7% | 6.8% | 16.2% | 8.7% | 8.0% | 7.4% | 6.9% | |
| Leuthold Core | LCORX | Global Macro | -6.2% | -6.9% | -3.6% | -3.4% | -3.4% | -2.2% | 7.5% | 12.9% | 7.9% | 8.1% | 8.1% | 6.7% | |
| Loomis Global Alloc Y | LSWWX | Global Macro | -6.9% | -6.0% | -7.3% | -4.8% | -4.5% | -1.6% | 7.8% | 15.2% | 6.3% | 9.3% | 9.7% | 8.8% | |
| BlackRock Global I | MALOX | Global Macro | -3.6% | -3.3% | -7.5% | -5.5% | -5.7% | -2.3% | 10.5% | 15.6% | 5.7% | 7.5% | 7.3% | 6.5% | |
| MFS Global Tot Ret | MFWIX | Global Macro | -5.9% | -7.9% | -7.9% | -7.0% | -5.5% | -2.5% | 8.0% | 11.8% | 5.4% | 6.3% | 7.3% | 6.3% | |
| PIMCO All-Asset | PAUIX | Global Macro | -8.1% | -11.7% | -12.6% | -10.9% | -11.1% | -5.5% | 6.8% | 9.0% | 2.1% | 3.9% | 3.7% | 4.4% | |
| Thornburg Inv Income Y | TIBIX | Global Macro | 12.2% | 10.8% | 7.4% | -1.1% | -2.5% | -0.1% | 24.0% | 25.4% | 16.6% | 12.3% | 11.2% | 9.5% | |
| VALIC Global Strat | VGLSX | Global Macro | 2.0% | 0.8% | -3.5% | -6.4% | -6.3% | -3.0% | 14.7% | 18.5% | 8.6% | 6.9% | 7.4% | 6.6% | |
| NYLI Int'l Res | MYITX | Hedged: 130-30 | 2.4% | 0.4% | -3.3% | -8.0% | -7.9% | 20.2% | 22.7% | 10.5% | 7.2% | 8.1% | |||
| MFS Target Return A | DVRAX | Hedged: Abs Return | -13.5% | -4.5% | -7.2% | -6.3% | -6.4% | 3.3% | 8.7% | 5.1% | 4.8% | 4.3% | |||
| EatonVance GlobalMacro | EIGMX | Hedged: Abs Return | 21.0% | 9.4% | -4.2% | -5.8% | -5.5% | 2.8% | 11.3% | 9.8% | 5.7% | 4.5% | 3.9% | 4.4% | |
| Virtus ASG Global | GAFYX | Hedged: Abs Return | 3.4% | -11.4% | -5.9% | -8.3% | -9.5% | 14.0% | 8.4% | 6.0% | 4.5% | 3.9% | |||
| Goldman Sachs Instl | GARTX | Hedged: Abs Return | 0.2% | -7.8% | -6.9% | -7.0% | -7.5% | 9.5% | 8.9% | 5.5% | 5.0% | 4.3% | |||
| Jhancock Multi Abs Ret I | JHAIX | Hedged: Abs Return | -17.8% | -18.9% | -13.4% | -11.7% | 0.2% | 4.1% | 2.6% | 3.1% | |||||
| Putnam Short Dur Y | PARYX | Hedged: Abs Return | -39.9% | -31.3% | -38.7% | -19.6% | -15.5% | 0.5% | 2.5% | 0.4% | 1.8% | 1.6% | |||
| Putnam Core Bond Y | PYTRX | Hedged: Abs Return | -29.5% | -18.8% | -19.0% | -14.1% | -12.7% | -1.9% | 4.2% | 1.3% | 2.3% | 2.2% | |||
| AQR Divers N | ADANX | Hedged: Arbitrage | 2.0% | -13.1% | -18.6% | -2.7% | -7.5% | 5.3% | 5.3% | 2.9% | 6.3% | 4.0% | |||
| Arbitrage Fund | ARBNX | Hedged: Arbitrage | 5.6% | -9.8% | -11.9% | -8.0% | -7.9% | -1.8% | 5.4% | 6.1% | 4.0% | 3.7% | 3.0% | 3.4% | |
| BlackRock EmMkt A | BLSAX | Hedged: Long/Short | 3.2% | -3.5% | -6.4% | -9.3% | 29.6% | 22.4% | 7.6% | 6.3% | |||||
| Robeco Long/Short I | BPLSX | Hedged: Long/Short | 23.3% | 8.8% | 10.9% | -2.8% | -3.5% | 0.7% | 30.9% | 25.7% | 19.6% | 11.1% | 10.4% | 10.9% | |
| Diamond Hill Long-Short I | DHLSX | Hedged: Long/Short | -13.4% | -8.8% | -6.4% | -7.0% | -5.7% | -3.9% | 2.6% | 10.8% | 6.4% | 7.1% | 8.2% | 5.9% | |
| Cromwell L/S | MFADX | Hedged: Long/Short | -0.8% | -6.2% | -1.1% | -4.5% | -7.6% | 12.0% | 13.1% | 9.8% | 8.6% | 6.2% | |||
| Calamos Market Neu Inc | CVSIX | Hedged: Mkt Neutral | 0.2% | -15.0% | -12.5% | -6.7% | -4.2% | -3.0% | 5.4% | 5.2% | 3.8% | 4.1% | 4.2% | 3.6% | |
| Gabelli ABC AAA | GABCX | Hedged: Mkt Neutral | -9.8% | -9.7% | -7.9% | -7.9% | -5.3% | -0.7% | 4.4% | 7.1% | 4.9% | 3.8% | 3.7% | 3.7% | |
| JPMorgan Mkt Neutral A | JMNAX | Hedged: Mkt Neutral | -29.2% | -16.0% | -7.9% | -6.6% | -10.5% | -5.9% | -1.9% | 5.2% | 4.9% | 4.5% | 2.8% | 2.7% | |
| Vanguard Market Neutral | VMNFX | Hedged: Mkt Neutral | 23.0% | -2.4% | 11.7% | -6.0% | -7.3% | -4.9% | 21.0% | 12.3% | 13.8% | 5.7% | 4.7% | 3.5% | |
| Fidelity Equity | FEQTX | Income: Equity | 1.1% | -5.9% | -1.8% | -4.5% | -3.3% | -3.6% | 15.8% | 16.1% | 11.0% | 10.6% | 12.0% | 7.7% | |
| Fidelity Strategic | FSDIX | Income: Equity | -0.4% | -4.5% | -4.1% | -3.6% | -2.0% | -2.5% | 12.8% | 15.2% | 8.2% | 9.4% | 10.6% | 7.7% | |
| Columbia Div Income | LBSAX | Income: Equity | -0.2% | -2.7% | -1.3% | -1.5% | -1.0% | -0.1% | 11.9% | 16.8% | 11.0% | 12.2% | 12.9% | 9.7% | |
| Invesco Divers Dividend | LCEIX | Income: Equity | -3.4% | -5.6% | -3.0% | -5.4% | -2.9% | -2.1% | 10.2% | 15.6% | 9.8% | 8.9% | 11.1% | 8.3% | |
| BlackRock Eq Dividend | MDDVX | Income: Equity | 4.1% | -2.5% | -4.3% | -4.4% | -3.9% | -2.0% | 18.9% | 18.8% | 8.8% | 10.5% | 11.2% | 8.6% | |
| T. Rowe Equity Income | PRFDX | Income: Equity | 5.8% | -3.9% | -2.1% | -4.3% | -3.8% | -3.0% | 19.4% | 18.1% | 11.1% | 11.2% | 12.0% | 8.4% | |
| Schwab Div Equity | SWDSX | Income: Equity | -4.3% | -3.2% | -3.5% | -6.0% | -4.9% | -3.3% | 9.6% | 16.8% | 9.3% | 9.1% | 10.5% | 7.5% | |
| Vanguard Equity | VEIPX | Income: Equity | -2.9% | -3.9% | -1.3% | -2.8% | -1.6% | -0.8% | 11.5% | 17.0% | 11.4% | 11.6% | 12.9% | 9.6% | |
| Lord Abbett Float Rate | LFRAX | Income: Float Rate | -22.9% | -28.3% | -25.7% | -14.1% | -9.7% | 1.8% | 2.7% | 1.2% | 2.2% | 3.3% | |||
| Calamos Global Opp | CVLOX | Income: Global | -3.9% | -1.5% | -3.9% | -3.6% | -5.6% | -2.8% | 13.8% | 21.9% | 9.5% | 10.9% | 9.2% | 7.5% | |
| Loomis Global Alloc A | LGMAX | Income: Global | -7.3% | -6.3% | -7.6% | -5.1% | -5.0% | -2.0% | 7.5% | 14.9% | 6.0% | 9.1% | 9.3% | 8.4% | |
| Neuberger Berman Eq Inc | NBHAX | Income: Global | -9.4% | -6.7% | -3.8% | -5.4% | -5.2% | 6.3% | 15.0% | 9.2% | 8.8% | 9.0% | |||
| Thornburg Inv Income A | TIBAX | Income: Global | 11.8% | 9.9% | 6.8% | -1.5% | -3.3% | -0.7% | 23.7% | 24.9% | 16.2% | 12.0% | 10.6% | 9.0% | |
| Am Century Target Date | ARTOX | Income: Multi | -9.8% | -7.7% | -9.7% | -6.7% | -5.0% | -2.0% | 4.8% | 10.2% | 4.3% | 5.8% | 6.4% | 5.5% | |
| BlackRock Strat Inc Opp | BASIX | Income: Multi | -33.2% | -23.8% | -28.9% | -16.2% | -11.6% | -1.7% | 2.7% | -0.3% | 1.8% | 2.4% | |||
| Calamos Convertible | CCVIX | Income: Multi | -0.6% | -6.2% | -7.5% | -3.1% | -4.8% | -1.8% | 18.5% | 17.3% | 6.0% | 11.0% | 9.6% | 7.9% | |
| Invesco Convertible Y | CNSDX | Income: Multi | -3.8% | -6.6% | -7.2% | -3.2% | -3.6% | -0.8% | 13.8% | 16.1% | 6.1% | 10.4% | 10.0% | 8.6% | |
| Fidelity Convertibles | FCVSX | Income: Multi | -1.9% | -4.8% | -4.4% | -1.1% | -2.6% | -2.0% | 16.0% | 18.3% | 8.6% | 12.4% | 11.6% | 9.3% | |
| Goldman Sachs Dyn A | GSZAX | Income: Multi | -9.4% | -15.5% | -17.5% | -13.6% | -10.9% | 4.3% | 5.1% | 2.5% | 2.5% | 2.7% | |||
| WestWood REs Inc | KIFYX | Income: Multi | -21.2% | -17.0% | -15.8% | -13.5% | -10.0% | -7.3% | -1.3% | 5.4% | -0.1% | 1.9% | 5.0% | 4.0% | |
| Nuveen Preferred I | NPSRX | Income: Multi | -15.8% | -12.0% | -18.3% | -11.5% | -6.6% | 2.4% | 6.9% | 0.3% | 3.3% | 5.6% | |||
| Pimco Income | PONPX | Income: Multi | -27.5% | -22.8% | -24.1% | -14.5% | -6.8% | -2.4% | 2.6% | -0.9% | 2.1% | 4.3% | |||
| Principal Spectrum | PPSIX | Income: Multi | -23.6% | -11.3% | -15.5% | -10.3% | -5.8% | -4.4% | -0.0% | 6.9% | 1.9% | 3.8% | 5.4% | 5.2% | |
| T. Rowe Price Global | PRSNX | Income: Multi | -42.6% | -25.2% | -29.4% | -16.9% | -12.0% | -3.0% | 2.1% | -2.4% | 1.2% | 2.5% | |||
| T. Rowe Retire Balanced | TRRIX | Income: Multi | -14.7% | -11.2% | -14.6% | -8.4% | -6.4% | -3.1% | 2.4% | 7.7% | 1.9% | 4.8% | 5.5% | 4.9% | |
| Vanguard LifeStrategy | VASIX | Income: Multi | -16.3% | -12.4% | -15.5% | -11.1% | -7.9% | -3.0% | 2.0% | 7.2% | 1.6% | 3.3% | 4.0% | 4.0% | |
| Vanguard Target Retire | VTINX | Income: Multi | -10.4% | -9.7% | -12.5% | -8.1% | -5.8% | -1.3% | 4.4% | 8.2% | 3.0% | 4.6% | 5.0% | 4.9% | |
| Vanguard Wellesley Adm | VWIAX | Income: Multi | -14.4% | -11.4% | -11.2% | -7.2% | -4.0% | 0.5% | 2.5% | 8.4% | 3.4% | 5.3% | 6.5% | 6.3% | |
| Fidelity Muni | FHIGX | Income: Tax Exempt | -30.5% | -26.9% | -25.6% | -18.8% | -13.8% | -7.2% | -4.5% | 0.2% | -2.8% | 0.3% | 1.8% | 2.5% | |
| Nuveen Amer Muni | FLAAX | Income: Tax Exempt | -26.9% | -24.5% | -25.1% | -18.3% | -13.1% | -7.0% | -3.4% | 1.3% | -3.4% | 0.2% | 2.1% | 2.8% | |
| BlackRock Nat'l Muni | MDNLX | Income: Tax Exempt | -31.2% | -29.4% | -26.9% | -20.0% | -14.3% | -7.7% | -3.6% | 0.2% | -2.7% | 0.1% | 1.7% | 2.3% | |
| T. Rowe Summit Muni | PRINX | Income: Tax Exempt | -32.1% | -26.4% | -25.4% | -19.0% | -13.6% | -7.2% | -5.4% | 0.3% | -2.7% | 0.2% | 1.9% | 2.6% | |
| Vanguard LT Tax-Exempt | VWLTX | Income: Tax Exempt | -28.5% | -24.4% | -23.4% | -17.8% | -13.0% | -6.8% | -3.9% | 1.1% | -2.4% | 0.6% | 2.2% | 2.7% | |
| Sound Mind Investing | SMIFX | Momentum | -7.8% | -10.0% | -7.4% | -6.2% | -5.6% | -3.9% | 8.0% | 12.8% | 5.9% | 8.6% | 9.5% | 7.2% | |
| Sector Rotation | NAVFX | Sector Rotation | -6.6% | -3.9% | -3.0% | -3.9% | 8.8% | 19.6% | 10.4% | 11.0% | |||||
| FundX ETF | XCOR | Momentum | -2.8% | -2.8% | -5.7% | -4.3% | -4.3% | -3.5% | 14.5% | 22.4% | 8.0% | 11.0% | 11.4% | 7.8% | |
| ALPS Insurance Trust | BETFX | Risk-Driven | -3.1% | -3.2% | -5.8% | -5.6% | -5.0% | 9.8% | 14.5% | 6.8% | 7.3% | 7.6% | |||
| Columbia Thermostat | COTZX | Risk-Driven | -13.7% | -6.9% | -9.6% | -2.6% | -1.1% | -1.6% | 3.0% | 11.1% | 4.3% | 7.4% | 7.8% | 6.7% | |
| Dodge & Cox Balanced | DODBX | Risk-Driven | -11.5% | -9.0% | -6.0% | -5.0% | -3.1% | -2.8% | 4.0% | 11.0% | 6.7% | 8.7% | 10.4% | 7.3% | |
| Fidelity Balanced | FBALX | Risk-Driven | 1.5% | -0.7% | -2.7% | -1.0% | -0.9% | 0.3% | 13.8% | 17.9% | 9.6% | 11.6% | 11.6% | 9.1% | |
| Fidelity Puritan | FPURX | Risk-Driven | -0.8% | -2.0% | -2.7% | -0.9% | -0.8% | 0.4% | 12.6% | 17.8% | 9.5% | 11.3% | 11.4% | 8.9% | |
| Janus Balanced | JANBX | Risk-Driven | -10.4% | -4.5% | -5.9% | -1.7% | -1.5% | 1.4% | 4.8% | 14.9% | 6.9% | 10.1% | 10.2% | 8.7% | |
| Schwab Balanced | SWOBX | Risk-Driven | -7.2% | -4.6% | -6.7% | -4.0% | -3.0% | -1.4% | 6.9% | 14.1% | 6.3% | 8.5% | 9.1% | 7.0% | |
| Vanguard Balanced | VBIAX | Risk-Driven | -4.8% | -4.2% | -5.3% | -2.9% | -1.7% | 0.3% | 8.4% | 15.1% | 7.4% | 9.4% | 10.0% | 8.1% | |
| ValueLine AssetAlloc | VLAAX | Risk-Driven | -37.7% | -18.9% | -13.8% | -7.7% | -5.2% | -2.7% | -11.0% | 3.9% | 0.8% | 6.3% | 8.1% | 6.7% | |
| Vanguard Wellesley Inv | VWINX | Risk-Driven | -14.6% | -10.9% | -11.1% | -7.2% | -3.9% | 0.6% | 2.5% | 8.6% | 3.5% | 5.4% | 6.5% | 6.3% | |
| Vanguard LifeStrat Growth | VASGX | Risk-Driven | -1.0% | -0.8% | -3.5% | -3.1% | -2.9% | -2.3% | 13.0% | 18.4% | 9.2% | 10.4% | 10.7% | 7.8% | |
| Vanguard Wellington Inv | VWELX | Risk-Driven | -4.1% | -0.6% | -3.3% | -1.7% | -0.7% | 0.9% | 9.2% | 16.6% | 8.7% | 10.1% | 10.6% | 8.7% | |
| Vanguard STAR Inv | VGSTX | Risk-Driven | -4.8% | -5.0% | -7.5% | -4.2% | -3.4% | -1.4% | 8.6% | 14.4% | 5.8% | 8.9% | 9.4% | 7.5% | |
| FPA Crescent | FPACX | Risk-Driven | -2.0% | -2.4% | -2.6% | -3.9% | -3.3% | -0.2% | 10.3% | 14.8% | 9.0% | 9.6% | 9.9% | 8.4% | |
| Allspring Asset Alloc | WFAIX | Risk-Driven | -5.0% | -3.5% | -4.9% | -2.6% | -0.2% | -0.3% | 8.3% | 15.3% | 7.6% | 9.3% | 10.8% | 8.2% | |