Tactical: Managed, ranked by Total 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

Total Return is the total annual return over the last 1, 3, 5, 10, 15, and 20-year periods.

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Portfolio Recipes: Tactical: Managed Peer Group
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      Total Return   Downside Deviation
Recipe Name ID Category YTD Mar 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 2.8% 0.0% 4.9% * * * * *   4.0% * * * * *
S&P 500 SPY Benchmark -4.3% -5.6% 8.3% * * * * *   8.1% * * * * *
Strategic 60-40 Portfolio s.6040 Benchmark -1.8% -3.5% 6.4% * * * * *   6.1% * * * * *
S&P 500 Equal Weight RSP Equal Weight -0.7% -3.4% 3.9% * * * * *   9.2% * * * * *
Permanent Portfolio PRPFX Low Equity 5.8% 0.9% 20.4% * * * * *   5.2% * * * * *
Hedge Replication HDG Blended -0.7% -1.7% 2.4% * * * * *   2.3% * * * * *
DWA Tech Leaders PDP Blended -7.0% -6.9% 1.4% * * * * *   13.3% * * * * *
IQ Hedge Multi-Strat QAI Blended -0.3% -1.3% 3.6% * * * * *   2.6% * * * * *
ProShares Lg Cap CSM Hedged: 130-30 -3.4% -5.0% 6.1% * * * * *   8.5% * * * * *
MultiAsset ETF RLY Hedged: Abs Return 5.6% 2.1% 5.4% * * * * *   5.7% * * * * *
IQ Merger Arbitrage MNA Hedged: Arbitrage 4.1% 1.8% 9.0% * * * * *   1.9% * * * * *
QuantSh AntiBeta BTAL Hedged: Mkt Neutral 12.8% 6.8% 19.7% * * * * *   7.3% * * * * *
WisdmTr EM HiYld DEM Income: Equity 4.9% 3.0% 6.1% * * * * *   5.1% * * * * *
WisdmTr EM SmCap DGS Income: Equity -1.1% -0.3% -1.9% * * * * *   5.6% * * * * *
WisdomTree ex-US DLN Income: Equity 2.5% -2.9% 12.2% * * * * *   7.9% * * * * *
WisdmTr Intl SmCap DLS Income: Equity 5.3% 1.8% 5.5% * * * * *   8.1% * * * * *
iShares Select Dividend DVY Income: Equity 3.1% -2.0% 13.1% * * * * *   9.8% * * * * *
SPDR S&P Int'l DWX Income: Equity 10.3% 4.8% 13.9% * * * * *   8.1% * * * * *
iShares Hi Div Equity HDV Income: Equity 8.6% 1.0% 13.9% * * * * *   7.8% * * * * *
iShr Intl Select Dividend IDV Income: Equity 14.0% 5.6% 17.4% * * * * *   8.6% * * * * *
PowerShares Intl Div PID Income: Equity 5.1% 1.1% 6.8% * * * * *   8.0% * * * * *
SPDR S&P Dividend SDY Income: Equity 3.3% -1.3% 6.1% * * * * *   9.4% * * * * *
Vanguard Hi Div Yld ETF VYM Income: Equity 1.7% -3.2% 9.8% * * * * *   7.4% * * * * *
PwrSh Sr Loan Portfolio BKLN Income: Float Rate -0.1% -0.7% 6.1% * * * * *   0.8% * * * * *
Gugg Multi-Asset CVY Income: Multi 1.8% -1.5% 2.7% * * * * *   8.3% * * * * *
Barclays Conv Bond CWB Income: Multi -1.3% -3.0% 7.0% * * * * *   7.0% * * * * *
ETF: SPDR Inc Alloc INKM Income: Multi 2.4% -0.6% 6.8% * * * * *   5.0% * * * * *
iSh MultiAsset Income IYLD Income: Multi 3.7% 0.4% 6.1% * * * * *   3.2% * * * * *
FirstTrust Multi-Asset MDIV Income: Multi 3.0% -0.6% 10.4% * * * * *   4.9% * * * * *
iShr Preferred ETF PFF Income: Multi -1.2% -3.0% 1.5% * * * * *   5.9% * * * * *
PowerSh Preferred ETF PGX Income: Multi -1.2% -3.5% 0.1% * * * * *   6.7% * * * * *
First Trust Focus 5 FV Sector Rotation -7.0% -7.4% -3.9% * * * * *   11.2% * * * * *
S&P Aggressive AOA Risk-Driven -0.1% -2.6% 6.6% * * * * *   5.7% * * * * *
S&P Conservative AOK Risk-Driven 1.3% -1.1% 5.6% * * * * *   4.2% * * * * *
S&P Moderate AOM Risk-Driven 1.0% -1.3% 5.8% * * * * *   4.4% * * * * *
S&P Growth AOR Risk-Driven 0.4% -2.1% 6.2% * * * * *   5.1% * * * * *
Dreyfus Alpha I AVGRX Blended -1.0% -0.8% 2.7% * * * * *   1.6% * * * * *
Principal GlobMultiStrat PMSAX Blended 0.4% -1.3% 3.9% * * * * *   1.7% * * * * *
Hundredfold Select SFHYX Blended 0.4% -0.9% 2.9% * * * * *   3.4% * * * * *
UBS Global Alloc BPGLX Global Macro -0.3% -2.8% 4.8% * * * * *   5.3% * * * * *
DFA Select Hedged DSHGX Global Macro -1.3% -3.2% 7.0% * * * * *   5.7% * * * * *
GMO Benchm-Free GBMFX Global Macro 4.7% 1.5% 6.2% * * * * *   3.9% * * * * *
Leuthold Global GLBIX Global Macro 3.5% 0.1% 1.0% * * * * *   6.4% * * * * *
GMO Global Alloc GMWAX Global Macro 3.4%   5.4% * * * * *   4.8% * * * * *
Ivy Asset Strategy IVAEX Global Macro 0.7% -2.7% 7.9% * * * * *   4.8% * * * * *
Leuthold Core LCORX Global Macro -0.8% -2.5% 0.3% * * * * *   7.6% * * * * *
Loomis Global Eq Y LSWWX Global Macro -1.8% -4.0% 4.5% * * * * *   7.3% * * * * *
BlackRock Global I MALOX Global Macro -0.1% -2.6% 4.7% * * * * *   5.7% * * * * *
MFS Global Tot Ret MFWIX Global Macro 3.5% -0.5% 5.0% * * * * *   5.8% * * * * *
PIMCO All-Asset PAUIX Global Macro 3.8% -0.1% 5.0% * * * * *   5.5% * * * * *
Thornburg Inv Income Y TIBIX Global Macro 9.4% 1.3% 17.4% * * * * *   2.4% * * * * *
VALIC Global Strat VGLSX Global Macro 0.6% -2.2% 6.2% * * * * *   4.8% * * * * *
MainStay Int'l Opp MYITX Hedged: 130-30 6.4% -0.2% 9.8% * * * * *   5.3% * * * * *
MFS Target Return A DVRAX Hedged: Abs Return 4.4% 0.1% 8.2% * * * * *   0.8% * * * * *
EatonVance GlobalMacro EIGMX Hedged: Abs Return 2.4%   6.8% * * * * *   0.8% * * * * *
Natixis ASG Global GAFYX Hedged: Abs Return -0.1% -1.9% 3.7% * * * * *   3.2% * * * * *
Goldman Sachs Instl GARTX Hedged: Abs Return 0.8% -1.8% 4.3% * * * * *   3.0% * * * * *
Jhancock Global Abs Ret I JHAIX Hedged: Abs Return 1.4% -2.8% 3.6% * * * * *   5.6% * * * * *
Putnam Abs Ret 100 Y PARYX Hedged: Abs Return 1.3%   2.9% * * * * *   1.0% * * * * *
Putnam Abs Ret 300 Y PYTRX Hedged: Abs Return 2.8% 0.0% 5.4% * * * * *   3.9% * * * * *
AQR Divers N ADANX Hedged: Arbitrage 2.4% 0.5% 4.4% * * * * *   1.2% * * * * *
Arbitrage I ARBNX Hedged: Arbitrage 2.5% 0.1% 4.5% * * * * *   1.9% * * * * *
BlackRock EmMkt A BLSAX Hedged: Long/Short 2.8% 1.3% 5.8% * * * * *   4.0% * * * * *
Robeco Long/Short I BPLSX Hedged: Long/Short 2.7% -1.9% 10.6% * * * * *   6.8% * * * * *
Diamond Hill Long-Short I DHLSX Hedged: Long/Short 2.8% -1.0% 4.3% * * * * *   2.5% * * * * *
MainStay Marketfield A MFADX Hedged: Long/Short -1.4% -4.1% -0.3% * * * * *   5.9% * * * * *
Calamos Market Neu Inc CVSIX Hedged: Mkt Neutral 1.3% 0.1% 6.7% * * * * *   0.1% * * * * *
Gabelli ABC AAA GABCX Hedged: Mkt Neutral 0.3% -0.6% 6.7% * * * * *   1.6% * * * * *
JPMorgan Mkt Neutral A JMNAX Hedged: Mkt Neutral -1.0% -1.5% 8.7% * * * * *   1.6% * * * * *
Vanguard Market Neutral VMNFX Hedged: Mkt Neutral -0.2% -1.0% 0.4% * * * * *   2.8% * * * * *
Fidelity Equity FEQTX Income: Equity 3.6% -0.3% 8.7% * * * * *   7.9% * * * * *
Fidelity Strategic FSDIX Income: Equity 1.4% -2.2% 8.1% * * * * *   7.4% * * * * *
Columbia Div Income LBSAX Income: Equity 2.2% -3.0% 8.7% * * * * *   7.2% * * * * *
Invesco Divers Dividend LCEIX Income: Equity 1.5% -3.8% 6.6% * * * * *   7.9% * * * * *
BlackRock Eq Dividend MDDVX Income: Equity 4.4% -1.7% 6.6% * * * * *   7.5% * * * * *
T. Rowe Equity Income PRFDX Income: Equity 3.7% -1.8% 7.3% * * * * *   8.0% * * * * *
Schwab Div Equity SWDSX Income: Equity 2.8% -2.4% 12.9% * * * * *   7.8% * * * * *
Vanguard Equity VEIPX Income: Equity 2.1% -2.9% 9.8% * * * * *   7.0% * * * * *
Lord Abbett Float Rate LFRAX Income: Float Rate -0.2% -1.0% 3.0% * * * * *   1.1% * * * * *
Calamos Global Growth CVLOX Income: Global -4.1% -4.8% 5.2% * * * * *   6.7% * * * * *
Loomis Global Eq A LGMAX Income: Global -1.9% -4.0% 4.3% * * * * *   7.2% * * * * *
Neuberger Berman Eq Inc NBHAX Income: Global 5.0% -1.6% 11.2% * * * * *   7.3% * * * * *
Thornburg Inv Income A TIBAX Income: Global 8.4% 0.5% 16.1% * * * * *   2.5% * * * * *
Am Century Target Date ARTOX Income: Multi 0.3% -2.2% 5.2% * * * * *   4.5% * * * * *
BlackRock Strat Inc Opp BASIX Income: Multi 1.3% -0.7% 2.4% * * * * *   2.6% * * * * *
Calamos Convertible A CCVIX Income: Multi -3.6% -3.9% 3.8% * * * * *   7.6% * * * * *
Invesco Convertible Y CNSDX Income: Multi -3.6% -4.0% 5.0% * * * * *   7.2% * * * * *
Fidelity Convertibles FCVSX Income: Multi -3.7% -3.8% 7.4% * * * * *   8.1% * * * * *
Goldman Sachs Strat Inc GSZAX Income: Multi 1.4% -0.8% 1.8% * * * * *   2.1% * * * * *
Inst: Forward Select KIFYX Income: Multi -4.0% -3.7% 4.1% * * * * *   5.9% * * * * *
Nuveen Preferred I NPSRX Income: Multi 1.4% -0.7% 4.2% * * * * *   2.0% * * * * *
Pimco Income P PONPX Income: Multi 2.7% -0.3% 2.7% * * * * *   3.2% * * * * *
Principal Preferred PPSIX Income: Multi 0.9% -0.6% 6.6% * * * * *   1.6% * * * * *
T. Rowe Global Bond PRSNX Income: Multi 1.3% -0.6% 1.4% * * * * *   2.6% * * * * *
T. Rowe Retire Balanced TRRIX Income: Multi 1.2% -1.3% 4.2% * * * * *   3.6% * * * * *
Vanguard LifeStrategy VASIX Income: Multi 0.7% -1.6% 4.6% * * * * *   3.9% * * * * *
Vanguard Target Retire VTINX Income: Multi 0.8% -1.5% 4.9% * * * * *   3.6% * * * * *
Vanguard Wellesley Adm VWIAX Income: Multi 1.9% -1.6% 6.4% * * * * *   4.6% * * * * *
Fidelity Muni FHIGX Income: Tax Exempt -0.8% -2.1% -1.1% * * * * *   3.4% * * * * *
Nuveen Amer Muni FLAAX Income: Tax Exempt -0.7% -2.1% -0.1% * * * * *   3.3% * * * * *
BlackRock Nat'l Muni MDNLX Income: Tax Exempt -0.5% -1.6% -1.2% * * * * *   2.8% * * * * *
T. Rowe Summit Muni PRINX Income: Tax Exempt -1.0% -2.2% -0.8% * * * * *   3.3% * * * * *
Vanguard LT Tax-Exempt VWLTX Income: Tax Exempt -0.9% -2.2% -1.2% * * * * *   3.6% * * * * *
Sound Mind Investing SMIFX Momentum -4.2% -4.8% 4.1% * * * * *   9.7% * * * * *
Grimaldi Sector NAVFX Sector Rotation -4.7% -6.9% 7.9% * * * * *   9.7% * * * * *
FundX Upgrader XCOR Momentum -8.8% -8.1% 6.4% * * * * *   10.5% * * * * *
Ibbotson Balanced BETFX Risk-Driven -0.2% -2.3% 6.2% * * * * *   4.9% * * * * *
Columbia Thermostat Z COTZX Risk-Driven 0.4% -1.8% 8.9% * * * * *   4.5% * * * * *
Dodge & Cox Balanced DODBX Risk-Driven 3.2% -2.8% 8.0% * * * * *   5.9% * * * * *
Fidelity Balanced FBALX Risk-Driven -2.7% -4.1% 6.7% * * * * *   6.1% * * * * *
Fidelity Puritan FPURX Risk-Driven -3.9% -4.7% 5.4% * * * * *   6.9% * * * * *
Janus Balanced JANBX Risk-Driven -2.5% -4.5% 6.4% * * * * *   6.5% * * * * *
Schwab Balanced SWOBX Risk-Driven -2.3% -3.5% 6.0% * * * * *   5.6% * * * * *
Vanguard Balanced VBIAX Risk-Driven -3.8% -5.4% 5.5% * * * * *   7.4% * * * * *
ValueLine AssetAlloc VLAAX Risk-Driven 1.2% -1.8% 7.5% * * * * *   7.9% * * * * *
Vanguard Wellesley Inv VWINX Risk-Driven 2.9% -0.7% 7.3% * * * * *   4.4% * * * * *
Vanguard LifeStrat Growth VASGX Risk-Driven -0.3% -2.8% 7.6% * * * * *   5.5% * * * * *
Vanguard Wellington Inv VWELX Risk-Driven -1.7% -3.6% 8.4% * * * * *   5.4% * * * * *
Vanguard STAR Inv VGSTX Risk-Driven -0.2% -3.3% 5.0% * * * * *   6.0% * * * * *
FPA Crescent FPACX Risk-Driven -0.2% -3.1% 6.9% * * * * *   4.2% * * * * *
WF Asset Allocation WFAIX Risk-Driven -2.4% -3.8% 7.3% * * * * *   6.5% * * * * *
Berkshire Hathaway Inc BRK.A Global Macro 17.3% 3.0% 25.8% * * * * *   11.7% * * * * *