Tactical: Managed, ranked by Risk vs. Return Compass
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
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.
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.
| 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 | 
|
191° |
|
192° |
|
205° |
|
205° |
|
204° |
|
220° | 1.8% | 4.1% | -0.4% | 1.4% | 2.0% | 3.1% | |
| S&P 500 | SPY | Benchmark | 
|
14° |
|
15° |
|
27° |
|
32° |
|
32° |
|
53° | 20.2% | 20.9% | 12.7% | 15.3% | 15.0% | 11.3% | |
| Strategic 60-40 Portfolio | s.6040 | Benchmark | 
|
0° |
|
0° |
|
0° |
|
0° |
|
0° |
|
0° | 12.7% | 13.9% | 6.9% | 9.5% | 9.7% | 8.2% | |
| S&P 500 Equal Weight | RSP | Equal Weight |
|
27° |
|
64° |
|
58° |
|
62° |
|
54° |
|
70° | 18.2% | 15.4% | 8.8% | 12.0% | 12.9% | 10.2% | |
| Permanent Portfolio | PRPFX | Low Equity |
|
45° |
|
8° |
|
352° |
|
336° | 
|
175° |
|
265° | 17.2% | 20.1% | 12.1% | 10.7% | 7.5% | 8.2% | |
| Hedge Replication | HDG | Blended |
|
226° |
|
207° |
|
227° |
|
210° |
|
202° | 10.9% | 7.6% | 3.3% | 3.9% | 3.2% | ||||
| Inv Dorsey Wright | PDP | Blended |
|
60° |
|
63° |
|
86° |
|
65° |
|
64° | 20.2% | 18.3% | 7.5% | 12.4% | 12.4% | ||||
| NYLI Hedge Multi-Strat | QAI | Blended |
|
204° |
|
208° |
|
236° |
|
212° |
|
205° | 10.1% | 8.6% | 4.2% | 3.6% | 3.2% | ||||
| ProShares Lg Cap | CSM | Hedged: 130-30 |
|
16° |
|
18° |
|
32° |
|
43° |
|
41° | 20.4% | 21.0% | 12.3% | 14.2% | 14.5% | ||||
| MultiAsset ETF | RLY | Hedged: Abs Return |
|
7° |
|
17° |
|
17° |
|
111° | 28.0% | 14.9% | 11.5% | 8.6% | |||||||
| NYLI Merger Arbitrage | MNA | Hedged: Arbitrage |
|
199° |
|
206° |
|
232° |
|
209° |
|
205° | 2.3% | 5.7% | 2.4% | 2.8% | 3.1% | ||||
| AGF AntiBeta | BTAL | Hedged: Mkt Neutral |
|
167° |
|
163° |
|
158° |
|
163° | -23.2% | -9.8% | -4.0% | -4.1% | |||||||
| WisdmTr EM HiYld | DEM | Income: Equity |
|
2° |
|
351° |
|
14° |
|
89° |
|
131° | 26.3% | 18.7% | 10.5% | 9.6% | 4.7% | ||||
| WisdmTr EM SmCap | DGS | Income: Equity |
|
53° |
|
79° |
|
74° |
|
99° |
|
122° | 17.6% | 14.4% | 7.5% | 8.7% | 5.9% | ||||
| WisdomTree ex-US | DLN | Income: Equity |
|
4° |
|
15° |
|
11° |
|
40° |
|
36° |
|
67° | 19.5% | 18.5% | 12.3% | 12.7% | 13.1% | 9.7% | |
| WisdmTr Intl SmCap | DLS | Income: Equity |
|
55° |
|
36° |
|
82° |
|
106° |
|
107° |
|
106° | 17.4% | 18.9% | 7.4% | 8.1% | 8.0% | 6.4% | |
| iShares Select Dividend | DVY | Income: Equity |
|
356° |
|
36° |
|
36° |
|
78° |
|
59° |
|
87° | 18.7% | 17.1% | 10.4% | 10.4% | 11.9% | 8.5% | |
| SPDR S&P Int'l | DWX | Income: Equity |
|
35° |
|
30° |
|
55° |
|
129° |
|
139° | 16.3% | 16.6% | 8.1% | 7.4% | 4.4% | ||||
| iShares Core Hi Div | HDV | Income: Equity |
|
3° |
|
29° |
|
11° |
|
80° |
|
57° | 24.1% | 16.8% | 12.7% | 10.0% | 11.2% | ||||
| iShr Intl Select Dividend | IDV | Income: Equity |
|
13° |
|
9° |
|
32° |
|
80° |
|
105° | 29.7% | 26.8% | 13.7% | 10.5% | 8.0% | ||||
| Invesco Intl Div | PID | Income: Equity |
|
130° |
|
114° |
|
56° |
|
100° |
|
120° |
|
116° | 10.4% | 13.0% | 8.7% | 8.6% | 6.5% | 5.1% | |
| SPDR S&P Dividend | SDY | Income: Equity |
|
75° |
|
129° |
|
51° |
|
87° |
|
59° |
|
80° | 13.5% | 11.7% | 8.3% | 9.7% | 11.4% | 8.9% | |
| Vanguard Hi Div Yld ETF | VYM | Income: Equity |
|
4° |
|
15° |
|
12° |
|
49° |
|
38° | 20.7% | 18.3% | 12.0% | 11.8% | 12.8% | ||||
| Invesco Sr Loan ETF | BKLN | Income: Float Rate |
|
194° |
|
209° |
|
254° |
|
217° |
|
214° | 4.8% | 6.9% | 5.5% | 4.2% | 4.4% | ||||
| Invesco Multi-Asset | CVY | Income: Multi |
|
6° |
|
49° |
|
55° |
|
96° |
|
109° | 17.5% | 15.4% | 9.2% | 8.8% | 7.5% | ||||
| SPDR Conv Sec | CWB | Income: Multi |
|
27° |
|
44° |
|
145° |
|
48° |
|
59° | 20.4% | 15.7% | 5.2% | 11.4% | 10.8% | ||||
| SPDR Inc Alloc | INKM | Income: Multi |
|
191° |
|
189° |
|
201° |
|
176° | 9.7% | 9.8% | 4.0% | 5.3% | |||||||
| iSh MultiAsset Income | IYLD | Income: Multi |
|
210° |
|
210° |
|
201° |
|
172° | 11.0% | 10.3% | 3.3% | 3.7% | |||||||
| FirstTrust Multi-Asset | MDIV | Income: Multi |
|
215° |
|
205° |
|
198° |
|
135° | 10.9% | 11.4% | 6.9% | 4.8% | |||||||
| iShr Preferred ETF | PFF | Income: Multi |
|
178° |
|
179° |
|
185° |
|
182° |
|
183° | 2.1% | 5.9% | 0.7% | 2.9% | 4.5% | ||||
| Invesco Preferred ETF | PGX | Income: Multi |
|
179° |
|
176° |
|
177° |
|
181° |
|
183° | -1.7% | 4.2% | -1.3% | 1.9% | 4.0% | ||||
| First Trust Focus 5 | FV | Sector Rotation |
|
52° |
|
69° |
|
67° |
|
60° | 20.1% | 16.5% | 9.5% | 13.0% | |||||||
| iShr Aggressive | AOA | Risk-Driven |
|
19° |
|
11° |
|
27° |
|
61° |
|
71° | 18.2% | 17.0% | 8.8% | 10.4% | 10.3% | ||||
| iShr Conservative | AOK | Risk-Driven |
|
189° |
|
197° |
|
212° |
|
209° |
|
206° | 8.0% | 9.2% | 3.4% | 4.9% | 4.9% | ||||
| iShr Moderate | AOM | Risk-Driven |
|
184° |
|
200° |
|
214° |
|
208° |
|
204° | 10.1% | 10.7% | 4.5% | 6.0% | 6.1% | ||||
| iShr Growth | AOR | Risk-Driven |
|
33° |
|
259° |
|
235° |
|
192° |
|
182° | 14.0% | 13.8% | 6.6% | 8.2% | 8.2% | ||||
| Principal GlobMultiStrat | PMSAX | Blended |
|
249° |
|
210° |
|
252° |
|
217° | 11.7% | 8.3% | 5.3% | 4.6% | |||||||
| Hundredfold Select | SFHYX | Blended |
|
184° |
|
199° |
|
220° |
|
235° |
|
225° |
|
246° | 7.5% | 7.5% | 2.3% | 7.0% | 6.5% | 6.5% | |
| UBS Global Alloc | BPGLX | Global Macro |
|
35° |
|
51° |
|
192° |
|
176° |
|
166° |
|
145° | 17.8% | 14.7% | 5.9% | 7.6% | 6.9% | 5.4% | |
| DFA Select Hedged | DSHGX | Global Macro |
|
16° |
|
9° |
|
15° |
|
45° | 24.3% | 21.2% | 12.5% | 13.0% | |||||||
| GMO Benchm-Free | GBMFX | Global Macro |
|
4° |
|
326° |
|
319° |
|
207° |
|
197° |
|
224° | 22.9% | 16.0% | 10.1% | 6.7% | 6.1% | 6.2% | |
| Leuthold Global | GLBIX | Global Macro |
|
13° |
|
184° |
|
250° |
|
195° |
|
183° | 17.2% | 12.1% | 6.5% | 6.4% | 6.0% | ||||
| GMO Global Alloc | GMWAX | Global Macro |
|
10° |
|
354° |
|
336° |
|
186° |
|
180° |
|
195° | 23.3% | 17.2% | 8.6% | 7.7% | 6.9% | 6.3% | |
| Mac Asset Strategy | IVAEX | Global Macro |
|
92° |
|
8° |
|
359° |
|
109° |
|
127° |
|
109° | 12.6% | 16.0% | 8.5% | 8.2% | 6.5% | 7.0% | |
| Leuthold Core | LCORX | Global Macro |
|
72° |
|
153° |
|
294° |
|
225° |
|
196° |
|
157° | 13.1% | 12.6% | 7.6% | 8.2% | 7.7% | 6.8% | |
| Loomis Global Alloc Y | LSWWX | Global Macro |
|
29° |
|
38° |
|
105° |
|
79° |
|
101° |
|
73° | 14.4% | 15.2% | 6.3% | 9.9% | 9.3% | 9.1% | |
| BlackRock Global I | MALOX | Global Macro |
|
50° |
|
39° |
|
187° |
|
188° |
|
175° |
|
179° | 15.2% | 14.8% | 5.4% | 7.7% | 6.9% | 6.6% | |
| MFS Global Tot Ret | MFWIX | Global Macro |
|
65° |
|
177° |
|
200° |
|
188° |
|
183° |
|
186° | 13.3% | 11.9% | 5.7% | 6.8% | 7.2% | 6.5% | |
| PIMCO All-Asset | PAUIX | Global Macro |
|
56° |
|
182° |
|
180° |
|
172° |
|
170° |
|
177° | 13.7% | 9.6% | 2.8% | 4.5% | 3.6% | 4.6% | |
| Thornburg Inv Income Y | TIBIX | Global Macro |
|
0° |
|
350° |
|
355° |
|
36° |
|
58° |
|
56° | 30.8% | 26.2% | 16.5% | 12.6% | 11.0% | 9.8% | |
| VALIC Global Strat | VGLSX | Global Macro |
|
15° |
|
359° |
|
355° |
|
176° |
|
156° |
|
144° | 20.3% | 18.0% | 8.0% | 7.1% | 6.9% | 6.7% | |
| NYLI Int'l Res | MYITX | Hedged: 130-30 |
|
24° |
|
19° |
|
42° |
|
114° |
|
116° | 28.9% | 22.0% | 10.4% | 7.7% | 7.3% | ||||
| MFS Target Return A | DVRAX | Hedged: Abs Return |
|
195° |
|
216° |
|
249° |
|
221° |
|
213° | 5.4% | 8.7% | 5.0% | 4.9% | 4.5% | ||||
| EatonVance GlobalMacro | EIGMX | Hedged: Abs Return |
|
248° |
|
221° |
|
256° |
|
222° |
|
213° |
|
232° | 11.6% | 9.1% | 5.5% | 4.4% | 3.7% | 4.4% | |
| Virtus ASG Global | GAFYX | Hedged: Abs Return |
|
7° |
|
191° |
|
249° |
|
211° |
|
195° | 15.0% | 8.1% | 5.4% | 4.5% | 3.6% | ||||
| Goldman Sachs Instl | GARTX | Hedged: Abs Return |
|
217° |
|
204° |
|
244° |
|
215° |
|
205° | 11.6% | 8.4% | 5.1% | 5.0% | 4.1% | ||||
| Jhancock Multi Abs Ret I | JHAIX | Hedged: Abs Return |
|
168° |
|
181° |
|
212° |
|
207° | 3.9% | 4.0% | 2.4% | 3.2% | |||||||
| Putnam Short Dur Y | PARYX | Hedged: Abs Return |
|
197° |
|
202° |
|
225° |
|
216° |
|
212° | 1.3% | 2.7% | 0.5% | 1.8% | 1.6% | ||||
| Putnam Core Bond Y | PYTRX | Hedged: Abs Return |
|
190° |
|
192° |
|
224° |
|
210° |
|
205° | 2.0% | 4.3% | 1.9% | 2.7% | 2.3% | ||||
| AQR Divers N | ADANX | Hedged: Arbitrage |
|
210° |
|
207° |
|
236° |
|
231° |
|
211° | 5.4% | 5.3% | 2.9% | 6.3% | 4.0% | ||||
| Arbitrage Fund | ARBNX | Hedged: Arbitrage |
|
209° |
|
208° |
|
244° |
|
222° |
|
214° |
|
225° | 5.2% | 5.9% | 4.0% | 3.6% | 2.9% | 3.4% | |
| BlackRock EmMkt A | BLSAX | Hedged: Long/Short |
|
26° |
|
28° |
|
93° |
|
124° | 36.8% | 21.3% | 6.8% | 6.4% | |||||||
| Robeco Long/Short I | BPLSX | Hedged: Long/Short |
|
359° |
|
358° |
|
354° |
|
36° |
|
55° |
|
32° | 35.4% | 25.7% | 19.8% | 11.2% | 10.3% | 11.0% | |
| Diamond Hill Long-Short I | DHLSX | Hedged: Long/Short |
|
157° |
|
210° |
|
262° |
|
144° |
|
138° |
|
152° | 8.0% | 11.9% | 6.8% | 7.6% | 8.0% | 6.0% | |
| Cromwell L/S | MFADX | Hedged: Long/Short |
|
15° |
|
220° |
|
323° |
|
173° |
|
178° | 13.9% | 13.1% | 8.8% | 8.5% | 6.2% | ||||
| Calamos Market Neu Inc | CVSIX | Hedged: Mkt Neutral |
|
209° |
|
199° |
|
238° |
|
222° |
|
216° |
|
221° | 6.2% | 5.2% | 3.7% | 4.1% | 4.0% | 3.7% | |
| Gabelli ABC AAA | GABCX | Hedged: Mkt Neutral |
|
199° |
|
209° |
|
254° |
|
223° |
|
217° |
|
229° | 5.5% | 7.2% | 5.1% | 4.0% | 3.7% | 3.7% | |
| JPMorgan Mkt Neutral A | JMNAX | Hedged: Mkt Neutral |
|
184° |
|
198° |
|
247° |
|
221° |
|
207° |
|
219° | -3.8% | 4.8% | 4.7% | 4.4% | 2.6% | 2.6% | |
| Vanguard Market Neutral | VMNFX | Hedged: Mkt Neutral |
|
343° |
|
243° |
|
321° |
|
221° |
|
210° |
|
217° | 19.5% | 12.4% | 13.1% | 5.3% | 4.3% | 3.4% | |
| Fidelity Equity | FEQTX | Income: Equity |
|
15° |
|
35° |
|
18° |
|
65° |
|
59° |
|
91° | 22.5% | 16.9% | 11.4% | 11.1% | 11.7% | 8.1% | |
| Fidelity Strategic | FSDIX | Income: Equity |
|
8° |
|
33° |
|
352° |
|
73° |
|
46° |
|
95° | 18.5% | 15.1% | 8.2% | 9.7% | 10.4% | 7.9% | |
| Columbia Div Income | LBSAX | Income: Equity |
|
4° |
|
17° |
|
12° |
|
32° |
|
31° |
|
52° | 18.4% | 16.7% | 10.7% | 12.5% | 12.8% | 10.0% | |
| Invesco Divers Dividend | LCEIX | Income: Equity |
|
37° |
|
54° |
|
20° |
|
98° |
|
59° |
|
83° | 15.2% | 15.2% | 9.9% | 9.2% | 11.0% | 8.6% | |
| BlackRock Eq Dividend | MDDVX | Income: Equity |
|
17° |
|
18° |
|
38° |
|
69° |
|
67° |
|
79° | 24.0% | 19.0% | 9.1% | 10.7% | 10.9% | 8.8% | |
| T. Rowe Equity Income | PRFDX | Income: Equity |
|
11° |
|
26° |
|
27° |
|
64° |
|
63° |
|
84° | 23.9% | 18.1% | 11.3% | 11.6% | 11.7% | 8.7% | |
| Schwab Div Equity | SWDSX | Income: Equity |
|
10° |
|
23° |
|
21° |
|
90° |
|
79° |
|
97° | 16.5% | 16.6% | 9.4% | 9.5% | 10.4% | 7.8% | |
| Vanguard Equity | VEIPX | Income: Equity |
|
11° |
|
15° |
|
11° |
|
44° |
|
37° |
|
60° | 18.1% | 17.5% | 11.7% | 12.1% | 12.9% | 10.0% | |
| Lord Abbett Float Rate | LFRAX | Income: Float Rate |
|
194° |
|
200° |
|
224° |
|
197° |
|
199° | 1.8% | 2.7% | 1.4% | 2.3% | 3.3% | ||||
| Calamos Global Opp | CVLOX | Income: Global |
|
41° |
|
22° |
|
55° |
|
57° |
|
114° |
|
105° | 18.8% | 19.9% | 8.6% | 11.0% | 8.7% | 7.6% | |
| Loomis Global Alloc A | LGMAX | Income: Global |
|
35° |
|
45° |
|
111° |
|
87° |
|
110° |
|
80° | 14.1% | 14.9% | 6.0% | 9.6% | 8.9% | 8.7% | |
| Neuberger Berman Eq Inc | NBHAX | Income: Global |
|
46° |
|
39° |
|
26° |
|
90° |
|
109° | 15.7% | 15.8% | 9.7% | 9.5% | 8.9% | ||||
| Thornburg Inv Income A | TIBAX | Income: Global |
|
0° |
|
350° |
|
355° |
|
39° |
|
71° |
|
67° | 30.5% | 25.7% | 16.2% | 12.3% | 10.4% | 9.2% | |
| Am Century Target Date | ARTOX | Income: Multi |
|
183° |
|
197° |
|
215° |
|
206° |
|
202° |
|
214° | 8.4% | 9.9% | 4.3% | 6.1% | 6.2% | 5.7% | |
| BlackRock Strat Inc Opp | BASIX | Income: Multi |
|
188° |
|
195° |
|
216° |
|
210° |
|
208° | 0.4% | 2.8% | -0.1% | 2.0% | 2.4% | ||||
| Calamos Convertible | CCVIX | Income: Multi |
|
20° |
|
40° |
|
126° |
|
39° |
|
108° |
|
97° | 25.9% | 16.7% | 5.9% | 11.2% | 9.2% | 8.0% | |
| Invesco Convertible Y | CNSDX | Income: Multi |
|
31° |
|
45° |
|
150° |
|
35° |
|
88° |
|
70° | 20.2% | 15.7% | 6.2% | 10.6% | 9.7% | 8.8% | |
| Fidelity Convertibles | FCVSX | Income: Multi |
|
23° |
|
27° |
|
35° |
|
15° |
|
47° |
|
76° | 23.0% | 17.9% | 8.4% | 12.7% | 11.1% | 9.3% | |
| Goldman Sachs Dyn A | GSZAX | Income: Multi |
|
201° |
|
203° |
|
232° |
|
210° |
|
206° | 5.8% | 5.3% | 2.7% | 2.6% | 2.7% | ||||
| WestWood REs Inc | KIFYX | Income: Multi |
|
184° |
|
180° |
|
186° |
|
153° |
|
146° |
|
124° | 3.0% | 4.9% | 0.5% | 2.1% | 5.1% | 4.3% | |
| Nuveen Preferred I | NPSRX | Income: Multi |
|
194° |
|
204° |
|
201° |
|
188° |
|
190° | 6.1% | 7.2% | 0.7% | 3.5% | 5.4% | ||||
| Pimco Income | PONPX | Income: Multi |
|
186° |
|
192° |
|
207° |
|
205° |
|
209° | 1.3% | 3.1% | -0.3% | 2.5% | 4.5% | ||||
| Principal Spectrum | PPSIX | Income: Multi |
|
192° |
|
208° |
|
216° |
|
199° |
|
202° |
|
170° | 3.8% | 7.6% | 2.4% | 4.0% | 5.3% | 5.4% | |
| T. Rowe Price Global | PRSNX | Income: Multi |
|
189° |
|
195° |
|
202° |
|
200° |
|
199° | -1.1% | 2.2% | -2.2% | 1.3% | 2.5% | ||||
| T. Rowe Retire Balanced | TRRIX | Income: Multi |
|
183° |
|
195° |
|
205° |
|
203° |
|
200° |
|
209° | 5.8% | 7.5% | 1.9% | 5.0% | 5.3% | 5.0% | |
| Vanguard LifeStrategy | VASIX | Income: Multi |
|
188° |
|
195° |
|
209° |
|
209° |
|
208° |
|
220° | 5.8% | 7.0% | 1.8% | 3.6% | 4.0% | 4.1% | |
| Vanguard Target Retire | VTINX | Income: Multi |
|
190° |
|
199° |
|
215° |
|
212° |
|
210° |
|
224° | 8.0% | 8.0% | 3.0% | 4.8% | 5.0% | 5.1% | |
| Vanguard Wellesley Adm | VWIAX | Income: Multi |
|
190° |
|
193° |
|
214° |
|
211° |
|
214° |
|
236° | 7.3% | 8.5% | 3.7% | 5.7% | 6.6% | 6.5% | |
| Fidelity Muni | FHIGX | Income: Tax Exempt |
|
184° |
|
187° |
|
199° |
|
199° |
|
200° |
|
212° | 1.9% | 0.5% | -2.1% | 0.7% | 2.2% | 2.8% | |
| Nuveen Amer Muni | FLAAX | Income: Tax Exempt |
|
187° |
|
189° |
|
193° |
|
194° |
|
196° |
|
206° | 3.9% | 1.9% | -2.7% | 0.6% | 2.6% | 3.1% | |
| BlackRock Nat'l Muni | MDNLX | Income: Tax Exempt |
|
186° |
|
191° |
|
200° |
|
200° |
|
201° |
|
212° | 1.5% | 0.6% | -2.1% | 0.4% | 2.0% | 2.5% | |
| T. Rowe Summit Muni | PRINX | Income: Tax Exempt |
|
185° |
|
188° |
|
200° |
|
199° |
|
200° |
|
212° | 1.8% | 0.8% | -2.0% | 0.6% | 2.4% | 2.8% | |
| Vanguard LT Tax-Exempt | VWLTX | Income: Tax Exempt |
|
185° |
|
187° |
|
199° |
|
200° |
|
201° |
|
212° | 3.3% | 1.4% | -1.7% | 1.0% | 2.5% | 3.0% | |
| Sound Mind Investing | SMIFX | Momentum |
|
105° |
|
131° |
|
163° |
|
105° |
|
105° |
|
102° | 11.8% | 11.4% | 5.3% | 8.7% | 8.8% | 7.3% | |
| Sector Rotation | NAVFX | Sector Rotation |
|
89° |
|
33° |
|
38° |
|
65° | 12.7% | 18.5% | 9.9% | 11.2% | |||||||
| FundX ETF | XCOR | Momentum |
|
48° |
|
35° |
|
92° |
|
70° |
|
75° |
|
97° | 16.5% | 19.5% | 6.8% | 10.8% | 10.7% | 7.7% | |
| ALPS Insurance Trust | BETFX | Risk-Driven |
|
26° |
|
269° |
|
245° |
|
188° |
|
179° | 14.3% | 13.9% | 6.7% | 7.5% | 7.2% | ||||
| Columbia Thermostat | COTZX | Risk-Driven |
|
193° |
|
205° |
|
226° |
|
240° |
|
228° |
|
191° | 7.0% | 10.8% | 4.5% | 7.7% | 7.5% | 6.9% | |
| Dodge & Cox Balanced | DODBX | Risk-Driven |
|
172° |
|
191° |
|
291° |
|
100° |
|
71° |
|
104° | 10.2% | 12.0% | 7.2% | 9.3% | 10.2% | 7.6% | |
| Fidelity Balanced | FBALX | Risk-Driven |
|
5° |
|
6° |
|
17° |
|
23° |
|
29° |
|
51° | 17.9% | 16.7% | 9.1% | 11.7% | 11.3% | 9.2% | |
| Fidelity Puritan | FPURX | Risk-Driven |
|
31° |
|
23° |
|
17° |
|
19° |
|
26° |
|
45° | 15.9% | 16.4% | 9.0% | 11.4% | 11.0% | 9.0% | |
| Janus Balanced | JANBX | Risk-Driven |
|
161° |
|
101° |
|
162° |
|
2° |
|
43° |
|
329° | 8.6% | 13.8% | 6.4% | 10.2% | 9.9% | 8.8% | |
| Schwab Balanced | SWOBX | Risk-Driven |
|
164° |
|
182° |
|
185° |
|
179° |
|
170° |
|
178° | 10.8% | 13.1% | 5.8% | 8.7% | 8.8% | 7.1% | |
| Vanguard Balanced | VBIAX | Risk-Driven |
|
342° |
|
72° |
|
73° |
|
74° |
|
27° |
|
343° | 12.8% | 14.1% | 7.0% | 9.5% | 9.8% | 8.3% | |
| ValueLine AssetAlloc | VLAAX | Risk-Driven |
|
175° |
|
174° |
|
170° |
|
165° |
|
155° |
|
138° | -8.5% | 4.2% | 0.9% | 6.7% | 8.0% | 7.0% | |
| Vanguard Wellesley Inv | VWINX | Risk-Driven |
|
189° |
|
195° |
|
215° |
|
211° |
|
215° |
|
236° | 7.2% | 8.8% | 3.8% | 5.7% | 6.7% | 6.5% | |
| Vanguard LifeStrat Growth | VASGX | Risk-Driven |
|
23° |
|
10° |
|
29° |
|
54° |
|
72° |
|
95° | 18.4% | 17.5% | 8.8% | 10.6% | 10.2% | 8.0% | |
| Vanguard Wellington Inv | VWELX | Risk-Driven |
|
76° |
|
344° |
|
346° |
|
356° |
|
3° |
|
12° | 12.8% | 15.5% | 8.1% | 10.1% | 10.4% | 8.8% | |
| Vanguard STAR Inv | VGSTX | Risk-Driven |
|
51° |
|
100° |
|
154° |
|
118° |
|
126° |
|
124° | 13.7% | 13.8% | 5.7% | 9.2% | 9.2% | 7.8% | |
| FPA Crescent | FPACX | Risk-Driven |
|
37° |
|
328° |
|
340° |
|
77° |
|
89° |
|
68° | 14.5% | 15.0% | 9.0% | 9.9% | 9.7% | 8.6% | |
| Allspring Asset Alloc | WFAIX | Risk-Driven |
|
216° |
|
41° |
|
334° |
|
260° |
|
342° |
|
78° | 12.4% | 14.1% | 7.1% | 9.4% | 10.7% | 8.4% | |