Tactical: Managed, ranked by Risk vs. Return Compass

for period ending April 30, 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

Risk vs. Return Compass is portfolio comparison tool that produces four distinct icons, each colored in red, green, blue, and yellow. These icons serve as indicators, illustrating the position of a particular recipe on the scatter plot concerning downside deviation and annual return.

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Portfolio Recipes: Tactical: Managed Peer Group
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      Risk vs. Return Compass   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 220° * * * * * * * * * *   7.9% * * * * *
S&P 500 SPY Benchmark 48° * * * * * * * * * *   11.9% * * * * *
Strategic 60-40 Portfolio s.6040 Benchmark 0° * * * * * * * * * *   10.0% * * * * *
S&P 500 Equal Weight RSP Equal Weight 136° * * * * * * * * * *   6.6% * * * * *
Permanent Portfolio PRPFX Low Equity 1° * * * * * * * * * *   22.1% * * * * *
Hedge Replication HDG Blended 199° * * * * * * * * * *   2.5% * * * * *
DWA Tech Leaders PDP Blended 103° * * * * * * * * * *   8.3% * * * * *
IQ Hedge Multi-Strat QAI Blended 206° * * * * * * * * * *   4.6% * * * * *
ProShares Lg Cap CSM Hedged: 130-30 62° * * * * * * * * * *   11.0% * * * * *
MultiAsset ETF RLY Hedged: Abs Return 171° * * * * * * * * * *   3.0% * * * * *
IQ Merger Arbitrage MNA Hedged: Arbitrage 290° * * * * * * * * * *   11.7% * * * * *
QuantSh AntiBeta BTAL Hedged: Mkt Neutral 85° * * * * * * * * * *   10.2% * * * * *
WisdmTr EM HiYld DEM Income: Equity 179° * * * * * * * * * *   5.7% * * * * *
WisdmTr EM SmCap DGS Income: Equity 176° * * * * * * * * * *   0.5% * * * * *
WisdomTree ex-US DLN Income: Equity 34° * * * * * * * * * *   13.5% * * * * *
WisdmTr Intl SmCap DLS Income: Equity 49° * * * * * * * * * *   12.8% * * * * *
iShares Select Dividend DVY Income: Equity 74° * * * * * * * * * *   11.6% * * * * *
SPDR S&P Int'l DWX Income: Equity 12° * * * * * * * * * *   24.9% * * * * *
iShares Hi Div Equity HDV Income: Equity 83° * * * * * * * * * *   10.6% * * * * *
iShr Intl Select Dividend IDV Income: Equity 16° * * * * * * * * * *   23.3% * * * * *
PowerShares Intl Div PID Income: Equity 24° * * * * * * * * * *   15.0% * * * * *
SPDR S&P Dividend SDY Income: Equity 134° * * * * * * * * * *   5.7% * * * * *
Vanguard Hi Div Yld ETF VYM Income: Equity 91° * * * * * * * * * *   10.0% * * * * *
PwrSh Sr Loan Portfolio BKLN Income: Float Rate 231° * * * * * * * * * *   6.6% * * * * *
Gugg Multi-Asset CVY Income: Multi 156° * * * * * * * * * *   1.5% * * * * *
Barclays Conv Bond CWB Income: Multi 24° * * * * * * * * * *   12.5% * * * * *
ETF: SPDR Inc Alloc INKM Income: Multi 268° * * * * * * * * * *   10.0% * * * * *
iSh MultiAsset Income IYLD Income: Multi 230° * * * * * * * * * *   8.4% * * * * *
FirstTrust Multi-Asset MDIV Income: Multi 160° * * * * * * * * * *   7.7% * * * * *
iShr Preferred ETF PFF Income: Multi 179° * * * * * * * * * *   3.8% * * * * *
PowerSh Preferred ETF PGX Income: Multi 176° * * * * * * * * * *   3.3% * * * * *
First Trust Focus 5 FV Sector Rotation 152° * * * * * * * * * *   0.7% * * * * *
S&P Aggressive AOA Risk-Driven 340° * * * * * * * * * *   10.7% * * * * *
S&P Conservative AOK Risk-Driven 238° * * * * * * * * * *   9.0% * * * * *
S&P Moderate AOM Risk-Driven 246° * * * * * * * * * *   9.3% * * * * *
S&P Growth AOR Risk-Driven 272° * * * * * * * * * *   10.1% * * * * *
Dreyfus Alpha I AVGRX Blended 197° * * * * * * * * * *   1.2% * * * * *
Principal GlobMultiStrat PMSAX Blended 211° * * * * * * * * * *   4.3% * * * * *
Hundredfold Select SFHYX Blended 211° * * * * * * * * * *   5.8% * * * * *
UBS Global Alloc BPGLX Global Macro 207° * * * * * * * * * *   8.7% * * * * *
DFA Select Hedged DSHGX Global Macro 175° * * * * * * * * * *   9.2% * * * * *
GMO Benchm-Free GBMFX Global Macro 207° * * * * * * * * * *   7.5% * * * * *
Leuthold Global GLBIX Global Macro 174° * * * * * * * * * *   6.1% * * * * *
GMO Global Alloc GMWAX Global Macro 221° * * * * * * * * * *   8.9% * * * * *
Ivy Asset Strategy IVAEX Global Macro 328° * * * * * * * * * *   11.9% * * * * *
Leuthold Core LCORX Global Macro 160° * * * * * * * * * *   6.0% * * * * *
Loomis Global Eq Y LSWWX Global Macro 135° * * * * * * * * * *   8.9% * * * * *
BlackRock Global I MALOX Global Macro 337° * * * * * * * * * *   11.4% * * * * *
MFS Global Tot Ret MFWIX Global Macro 181° * * * * * * * * * *   9.1% * * * * *
PIMCO All-Asset PAUIX Global Macro 191° * * * * * * * * * *   8.5% * * * * *
Thornburg Inv Income Y TIBIX Global Macro 343° * * * * * * * * * *   20.8% * * * * *
VALIC Global Strat VGLSX Global Macro 287° * * * * * * * * * *   10.5% * * * * *
MainStay Int'l Opp MYITX Hedged: 130-30 6° * * * * * * * * * *   13.9% * * * * *
MFS Target Return A DVRAX Hedged: Abs Return 256° * * * * * * * * * *   8.9% * * * * *
EatonVance GlobalMacro EIGMX Hedged: Abs Return 235° * * * * * * * * * *   7.1% * * * * *
Natixis ASG Global GAFYX Hedged: Abs Return 193° * * * * * * * * * *   3.2% * * * * *
Goldman Sachs Instl GARTX Hedged: Abs Return 199° * * * * * * * * * *   4.3% * * * * *
Jhancock Global Abs Ret I JHAIX Hedged: Abs Return 187° * * * * * * * * * *   6.6% * * * * *
Putnam Abs Ret 100 Y PARYX Hedged: Abs Return 215° * * * * * * * * * *   4.1% * * * * *
Putnam Abs Ret 300 Y PYTRX Hedged: Abs Return 226° * * * * * * * * * *   8.2% * * * * *
AQR Divers N ADANX Hedged: Arbitrage 226° * * * * * * * * * *   6.1% * * * * *
Arbitrage I ARBNX Hedged: Arbitrage 231° * * * * * * * * * *   6.2% * * * * *
BlackRock EmMkt A BLSAX Hedged: Long/Short 193° * * * * * * * * * *   5.8% * * * * *
Robeco Long/Short I BPLSX Hedged: Long/Short 10° * * * * * * * * * *   15.1% * * * * *
Diamond Hill Long-Short I DHLSX Hedged: Long/Short 212° * * * * * * * * * *   5.0% * * * * *
MainStay Marketfield A MFADX Hedged: Long/Short 175° * * * * * * * * * *   0.8% * * * * *
Calamos Market Neu Inc CVSIX Hedged: Mkt Neutral 238° * * * * * * * * * *   7.0% * * * * *
Gabelli ABC AAA GABCX Hedged: Mkt Neutral 218° * * * * * * * * * *   6.0% * * * * *
JPMorgan Mkt Neutral A JMNAX Hedged: Mkt Neutral 243° * * * * * * * * * *   8.3% * * * * *
Vanguard Market Neutral VMNFX Hedged: Mkt Neutral 192° * * * * * * * * * *   -0.3% * * * * *
Fidelity Equity FEQTX Income: Equity 46° * * * * * * * * * *   12.2% * * * * *
Fidelity Strategic FSDIX Income: Equity 101° * * * * * * * * * *   9.7% * * * * *
Columbia Div Income LBSAX Income: Equity 113° * * * * * * * * * *   9.1% * * * * *
Invesco Divers Dividend LCEIX Income: Equity 136° * * * * * * * * * *   7.2% * * * * *
BlackRock Eq Dividend MDDVX Income: Equity 144° * * * * * * * * * *   6.4% * * * * *
T. Rowe Equity Income PRFDX Income: Equity 140° * * * * * * * * * *   5.8% * * * * *
Schwab Div Equity SWDSX Income: Equity 17° * * * * * * * * * *   15.6% * * * * *
Vanguard Equity VEIPX Income: Equity 85° * * * * * * * * * *   10.2% * * * * *
Lord Abbett Float Rate LFRAX Income: Float Rate 205° * * * * * * * * * *   2.0% * * * * *
Calamos Global Growth CVLOX Income: Global 65° * * * * * * * * * *   10.7% * * * * *
Loomis Global Eq A LGMAX Income: Global 140° * * * * * * * * * *   8.6% * * * * *
Neuberger Berman Eq Inc NBHAX Income: Global 31° * * * * * * * * * *   13.4% * * * * *
Thornburg Inv Income A TIBAX Income: Global 341° * * * * * * * * * *   19.5% * * * * *
Am Century Target Date ARTOX Income: Multi 223° * * * * * * * * * *   8.5% * * * * *
BlackRock Strat Inc Opp BASIX Income: Multi 211° * * * * * * * * * *   4.9% * * * * *
Calamos Convertible A CCVIX Income: Multi 122° * * * * * * * * * *   8.6% * * * * *
Invesco Convertible Y CNSDX Income: Multi 95° * * * * * * * * * *   9.9% * * * * *
Fidelity Convertibles FCVSX Income: Multi 135° * * * * * * * * * *   6.6% * * * * *
Goldman Sachs Strat Inc GSZAX Income: Multi 202° * * * * * * * * * *   2.6% * * * * *
Inst: Forward Select KIFYX Income: Multi 172° * * * * * * * * * *   4.8% * * * * *
Nuveen Preferred I NPSRX Income: Multi 214° * * * * * * * * * *   4.9% * * * * *
Pimco Income P PONPX Income: Multi 210° * * * * * * * * * *   5.3% * * * * *
Principal Preferred PPSIX Income: Multi 236° * * * * * * * * * *   7.3% * * * * *
T. Rowe Global Bond PRSNX Income: Multi 212° * * * * * * * * * *   4.6% * * * * *
T. Rowe Retire Balanced TRRIX Income: Multi 213° * * * * * * * * * *   6.8% * * * * *
Vanguard LifeStrategy VASIX Income: Multi 221° * * * * * * * * * *   7.9% * * * * *
Vanguard Target Retire VTINX Income: Multi 231° * * * * * * * * * *   8.2% * * * * *
Vanguard Wellesley Adm VWIAX Income: Multi 207° * * * * * * * * * *   8.2% * * * * *
Fidelity Muni FHIGX Income: Tax Exempt 187° * * * * * * * * * *   -1.5% * * * * *
Nuveen Amer Muni FLAAX Income: Tax Exempt 191° * * * * * * * * * *   0.5% * * * * *
BlackRock Nat'l Muni MDNLX Income: Tax Exempt 192° * * * * * * * * * *   -0.8% * * * * *
T. Rowe Summit Muni PRINX Income: Tax Exempt 189° * * * * * * * * * *   -0.5% * * * * *
Vanguard LT Tax-Exempt VWLTX Income: Tax Exempt 189° * * * * * * * * * *   -0.4% * * * * *
Sound Mind Investing SMIFX Momentum 109° * * * * * * * * * *   8.7% * * * * *
Grimaldi Sector NAVFX Sector Rotation 67° * * * * * * * * * *   11.6% * * * * *
FundX Upgrader XCOR Momentum 65° * * * * * * * * * *   12.3% * * * * *
Ibbotson Balanced BETFX Risk-Driven 256° * * * * * * * * * *   9.8% * * * * *
Columbia Thermostat Z COTZX Risk-Driven 337° * * * * * * * * * *   13.9% * * * * *
Dodge & Cox Balanced DODBX Risk-Driven 142° * * * * * * * * * *   9.5% * * * * *
Fidelity Balanced FBALX Risk-Driven 159° * * * * * * * * * *   5.8% * * * * *
Fidelity Puritan FPURX Risk-Driven 156° * * * * * * * * * *   4.3% * * * * *
Janus Balanced JANBX Risk-Driven 30° * * * * * * * * * *   10.9% * * * * *
Schwab Balanced SWOBX Risk-Driven 298° * * * * * * * * * *   10.3% * * * * *
Vanguard Balanced VBIAX Risk-Driven 112° * * * * * * * * * *   9.4% * * * * *
ValueLine AssetAlloc VLAAX Risk-Driven 23° * * * * * * * * * *   13.7% * * * * *
Vanguard Wellesley Inv VWINX Risk-Driven 234° * * * * * * * * * *   9.1% * * * * *
Vanguard LifeStrat Growth VASGX Risk-Driven 347° * * * * * * * * * *   12.3% * * * * *
Vanguard Wellington Inv VWELX Risk-Driven 344° * * * * * * * * * *   11.7% * * * * *
Vanguard STAR Inv VGSTX Risk-Driven 179° * * * * * * * * * *   9.0% * * * * *
FPA Crescent FPACX Risk-Driven 181° * * * * * * * * * *   5.7% * * * * *
WF Asset Allocation WFAIX Risk-Driven 12° * * * * * * * * * *   10.9% * * * * *
Berkshire Hathaway Inc BRK.A Global Macro 12° * * * * * * * * * *   33.5% * * * * *