Tactical: Managed, ranked by Total Return

for period ending June 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

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 Jun 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 4.0% 1.5% 6.1% * * * * *   3.2% * * * * *
S&P 500 SPY Benchmark 6.1% 5.1% 14.9% * * * * *   7.2% * * * * *
Strategic 60-40 Portfolio s.6040 Benchmark 5.1% 3.7% 11.6% * * * * *   5.1% * * * * *
S&P 500 Equal Weight RSP Equal Weight 4.6% 3.4% 12.4% * * * * *   8.7% * * * * *
Permanent Portfolio PRPFX Low Equity 11.8% 2.6% 22.6% * * * * *   5.2% * * * * *
Hedge Replication HDG Blended 1.5% 1.1% 4.5% * * * * *   2.4% * * * * *
Inv Dorsey Wright PDP Blended 1.0% 3.0% 11.2% * * * * *   12.6% * * * * *
Inv Dynamic Market PWC Blended 4.7%   12.4% * * * * *   8.3% * * * * *
NYLI Hedge Multi-Strat QAI Blended 2.9% 1.5% 6.5% * * * * *   2.4% * * * * *
ProShares Lg Cap CSM Hedged: 130-30 7.1% 4.9% 14.9% * * * * *   7.1% * * * * *
MultiAsset ETF RLY Hedged: Abs Return 8.6% 2.7% 8.2% * * * * *   5.8% * * * * *
NYLI Merger Arbitrage MNA Hedged: Arbitrage 7.0% 1.1% 11.6% * * * * *   0.2% * * * * *
AGF AntiBeta BTAL Hedged: Mkt Neutral -4.2% -8.1% -6.6% * * * * *   11.1% * * * * *
WisdmTr EM HiYld DEM Income: Equity 14.4% 4.8% 10.1% * * * * *   5.3% * * * * *
WisdmTr EM SmCap DGS Income: Equity 14.2% 5.4% 10.5% * * * * *   6.2% * * * * *
WisdomTree ex-US DLN Income: Equity 6.6% 3.5% 15.2% * * * * *   7.4% * * * * *
WisdmTr Intl SmCap DLS Income: Equity 22.2% 5.3% 23.7% * * * * *   8.1% * * * * *
iShares Select Dividend DVY Income: Equity 2.9% 2.2% 14.1% * * * * *   10.2% * * * * *
SPDR S&P Int'l DWX Income: Equity 23.2% 2.1% 27.6% * * * * *   8.3% * * * * *
iShares Core Hi Div HDV Income: Equity 5.9% 1.5% 11.6% * * * * *   9.1% * * * * *
iShr Intl Select Dividend IDV Income: Equity 29.8% 4.4% 32.0% * * * * *   8.0% * * * * *
Invesco Intl Div PID Income: Equity 14.4% 1.9% 18.8% * * * * *   7.0% * * * * *
SPDR S&P Dividend SDY Income: Equity 4.1% 1.5% 9.6% * * * * *   9.7% * * * * *
Vanguard Hi Div Yld ETF VYM Income: Equity 5.9% 4.0% 15.5% * * * * *   7.6% * * * * *
Invesco Sr Loan ETF BKLN Income: Float Rate 2.9% 0.8% 7.6% * * * * *   0.8% * * * * *
Invesco Multi-Asset CVY Income: Multi 4.4% 3.7% 6.7% * * * * *   9.0% * * * * *
SPDR Conv Sec CWB Income: Multi 7.0% 3.8% 17.0% * * * * *   6.3% * * * * *
SPDR Inc Alloc INKM Income: Multi 5.7% 2.1% 10.6% * * * * *   4.2% * * * * *
iSh MultiAsset Income IYLD Income: Multi 8.3% 2.0% 10.0% * * * * *   3.0% * * * * *
FirstTrust Multi-Asset MDIV Income: Multi 1.1% 0.5% 7.3% * * * * *   5.8% * * * * *
iShr Preferred ETF PFF Income: Multi 0.4% 2.1% 3.7% * * * * *   5.0% * * * * *
Invesco Preferred ETF PGX Income: Multi -0.6% 1.9% 2.2% * * * * *   5.4% * * * * *
First Trust Focus 5 FV Sector Rotation 0.6% 3.3% 3.9% * * * * *   10.3% * * * * *
iShr Aggressive AOA Risk-Driven 9.2% 4.0% 14.1% * * * * *   4.9% * * * * *
iShr Conservative AOK Risk-Driven 5.9% 2.5% 9.4% * * * * *   3.3% * * * * *
iShr Moderate AOM Risk-Driven 6.6% 2.8% 10.5% * * * * *   3.5% * * * * *
iShr Growth AOR Risk-Driven 7.9% 3.4% 12.3% * * * * *   4.2% * * * * *
BNY Dynamic Ins AVGRX Blended 0.4% 2.0% 1.9% * * * * *   2.2% * * * * *
Principal GlobMultiStrat PMSAX Blended 3.0% 1.8% 6.2% * * * * *   1.6% * * * * *
Hundredfold Select SFHYX Blended 4.9% 2.3% 8.9% * * * * *   2.4% * * * * *
UBS Global Alloc BPGLX Global Macro 7.2% 4.2% 12.2% * * * * *   4.4% * * * * *
DFA Select Hedged DSHGX Global Macro 8.3% 4.5% 14.8% * * * * *   5.3% * * * * *
GMO Benchm-Free GBMFX Global Macro 9.1% 2.6% 10.2% * * * * *   3.5% * * * * *
Leuthold Global GLBIX Global Macro 8.8% 1.4% 8.9% * * * * *   5.1% * * * * *
GMO Global Alloc GMWAX Global Macro 10.2% 3.3% 12.4% * * * * *   4.0% * * * * *
Mac Asset Strategy IVAEX Global Macro 9.7% 3.5% 14.7% * * * * *   4.0% * * * * *
Leuthold Core LCORX Global Macro 7.1% 3.5% 10.0% * * * * *   6.7% * * * * *
Loomis Global Alloc Y LSWWX Global Macro 5.6% 3.5% 11.2% * * * * *   6.3% * * * * *
BlackRock Global I MALOX Global Macro 10.9% 4.1% 15.2% * * * * *   4.5% * * * * *
MFS Global Tot Ret MFWIX Global Macro 9.3% 2.6% 12.0% * * * * *   5.0% * * * * *
PIMCO All-Asset PAUIX Global Macro 7.5% 2.5% 9.6% * * * * *   4.7% * * * * *
Thornburg Inv Income Y TIBIX Global Macro 20.3% 3.6% 25.7% * * * * *   1.7% * * * * *
VALIC Global Strat VGLSX Global Macro 9.2% 3.7% 13.5% * * * * *   3.6% * * * * *
NYLI Int'l Res MYITX Hedged: 130-30 19.7% 3.5% 22.1% * * * * *   4.9% * * * * *
MFS Target Return A DVRAX Hedged: Abs Return 7.7% 0.9% 9.9% * * * * *   0.8% * * * * *
EatonVance GlobalMacro EIGMX Hedged: Abs Return 5.0% 0.9% 8.3% * * * * *   0.8% * * * * *
Virtus ASG Global GAFYX Hedged: Abs Return 2.3% 1.9% 5.4% * * * * *   3.5% * * * * *
Goldman Sachs Instl GARTX Hedged: Abs Return 3.4% 1.9% 6.1% * * * * *   3.0% * * * * *
Jhancock Multi Abs Ret I JHAIX Hedged: Abs Return 2.5% 0.7% 8.5% * * * * *   4.6% * * * * *
Putnam Short Dur Y PARYX Hedged: Abs Return 2.7% 0.6% 4.2% * * * * *   0.8% * * * * *
Putnam Core Bond Y PYTRX Hedged: Abs Return 4.1% 1.6% 6.2% * * * * *   3.1% * * * * *
AQR Divers N ADANX Hedged: Arbitrage 4.5% 0.5% 6.5% * * * * *   0.9% * * * * *
Arbitrage Fund ARBNX Hedged: Arbitrage 4.0% 1.2% 7.0% * * * * *   0.3% * * * * *
BlackRock EmMkt A BLSAX Hedged: Long/Short 13.3% 6.1% 13.0% * * * * *   4.3% * * * * *
Robeco Long/Short I BPLSX Hedged: Long/Short 12.5% 5.9% 22.4% * * * * *   6.1% * * * * *
Diamond Hill Long-Short I DHLSX Hedged: Long/Short 8.9% 3.0% 9.8% * * * * *   2.0% * * * * *
Cromwell L/S MFADX Hedged: Long/Short 7.8% 3.9% 11.8% * * * * *   6.1% * * * * *
Calamos Market Neu Inc CVSIX Hedged: Mkt Neutral 3.3% 0.6% 7.3% * * * * *   0.0% * * * * *
Gabelli ABC AAA GABCX Hedged: Mkt Neutral 2.4% 1.6% 7.5% * * * * *   1.8% * * * * *
JPMorgan Mkt Neutral A JMNAX Hedged: Mkt Neutral 2.8% 1.2% 8.3% * * * * *   1.6% * * * * *
Vanguard Market Neutral VMNFX Hedged: Mkt Neutral 3.4% 0.1% 4.5% * * * * *   2.4% * * * * *
Fidelity Equity FEQTX Income: Equity 9.1% 2.9% 17.3% * * * * *   7.3% * * * * *
Fidelity Strategic FSDIX Income: Equity 4.1% 2.3% 11.1% * * * * *   6.9% * * * * *
Columbia Div Income LBSAX Income: Equity 6.0% 3.1% 13.5% * * * * *   7.3% * * * * *
Invesco Divers Dividend LCEIX Income: Equity 6.0% 3.7% 13.3% * * * * *   8.0% * * * * *
BlackRock Eq Dividend MDDVX Income: Equity 10.2% 4.1% 13.4% * * * * *   8.0% * * * * *
T. Rowe Equity Income PRFDX Income: Equity 5.9% 2.8% 10.5% * * * * *   8.9% * * * * *
Schwab Div Equity SWDSX Income: Equity 6.8% 2.5% 18.0% * * * * *   6.8% * * * * *
Vanguard Equity VEIPX Income: Equity 6.4% 3.8% 15.3% * * * * *   7.1% * * * * *
Lord Abbett Float Rate LFRAX Income: Float Rate 1.9% 0.8% 4.0% * * * * *   1.1% * * * * *
Calamos Global Opp CVLOX Income: Global 10.0% 5.3% 13.5% * * * * *   6.6% * * * * *
Loomis Global Alloc A LGMAX Income: Global 5.4% 3.4% 10.9% * * * * *   6.3% * * * * *
Neuberger Berman Eq Inc NBHAX Income: Global 10.8% 2.8% 17.9% * * * * *   7.1% * * * * *
Thornburg Inv Income A TIBAX Income: Global 19.1% 3.6% 24.4% * * * * *   1.7% * * * * *
Am Century Target Date ARTOX Income: Multi 5.0% 2.2% 9.7% * * * * *   3.6% * * * * *
BlackRock Strat Inc Opp BASIX Income: Multi 4.1% 1.3% 5.8% * * * * *   1.9% * * * * *
Calamos Convertible CCVIX Income: Multi 7.6% 5.8% 15.0% * * * * *   7.7% * * * * *
Invesco Convertible Y CNSDX Income: Multi 6.2% 5.3% 15.9% * * * * *   6.9% * * * * *
Fidelity Convertibles FCVSX Income: Multi 0.7% 4.7% 12.0% * * * * *   8.8% * * * * *
Goldman Sachs Dyn A GSZAX Income: Multi 3.7% 1.3% 5.2% * * * * *   1.9% * * * * *
WestWood REs Inc KIFYX Income: Multi -5.9% -1.1% 2.0% * * * * *   5.7% * * * * *
Nuveen Preferred I NPSRX Income: Multi 4.2% 1.8% 7.0% * * * * *   1.5% * * * * *
Pimco Income PONPX Income: Multi 5.0% 1.9% 6.1% * * * * *   2.2% * * * * *
Principal Spectrum PPSIX Income: Multi 3.2% 1.4% 8.0% * * * * *   1.0% * * * * *
T. Rowe Price Global PRSNX Income: Multi 2.7% 0.5% 3.7% * * * * *   1.5% * * * * *
T. Rowe Retire Balanced TRRIX Income: Multi 5.3% 2.1% 7.8% * * * * *   2.9% * * * * *
Vanguard LifeStrategy VASIX Income: Multi 4.2% 1.9% 7.8% * * * * *   3.1% * * * * *
Vanguard Target Retire VTINX Income: Multi 5.4% 2.1% 8.7% * * * * *   2.8% * * * * *
Vanguard Wellesley Adm VWIAX Income: Multi 4.7% 2.5% 9.2% * * * * *   4.1% * * * * *
Fidelity Muni FHIGX Income: Tax Exempt -3.1% -0.2% -3.0% * * * * *   3.5% * * * * *
Nuveen Amer Muni FLAAX Income: Tax Exempt -1.2% 0.6% -1.1% * * * * *   3.0% * * * * *
BlackRock Nat'l Muni MDNLX Income: Tax Exempt -1.1% 0.4% -1.3% * * * * *   2.6% * * * * *
T. Rowe Summit Muni PRINX Income: Tax Exempt -1.8% 0.7% -1.7% * * * * *   3.3% * * * * *
Vanguard LT Tax-Exempt VWLTX Income: Tax Exempt -1.6% 0.7% -1.5% * * * * *   3.4% * * * * *
Sound Mind Investing SMIFX Momentum 0.2% 0.9% 6.0% * * * * *   8.8% * * * * *
Sector Rotation NAVFX Sector Rotation 5.4% 4.3% 17.0% * * * * *   9.2% * * * * *
FundX ETF XCOR Momentum 2.0% 4.4% 10.4% * * * * *   9.7% * * * * *
ALPS Insurance Trust BETFX Risk-Driven 6.5% 3.3% 11.8% * * * * *   3.9% * * * * *
Columbia Thermostat COTZX Risk-Driven 8.7% 3.3% 14.7% * * * * *   3.4% * * * * *
Dodge & Cox Balanced DODBX Risk-Driven 6.8% 2.5% 12.0% * * * * *   5.5% * * * * *
Fidelity Balanced FBALX Risk-Driven 1.2% 4.2% 8.1% * * * * *   6.7% * * * * *
Fidelity Puritan FPURX Risk-Driven -0.7% 4.2% 6.0% * * * * *   7.6% * * * * *
Janus Balanced JANBX Risk-Driven 7.3% 4.5% 13.6% * * * * *   5.6% * * * * *
Schwab Balanced SWOBX Risk-Driven 5.2% 3.5% 11.2% * * * * *   4.5% * * * * *
Vanguard Balanced VBIAX Risk-Driven 3.3% 3.7% 11.0% * * * * *   6.6% * * * * *
ValueLine AssetAlloc VLAAX Risk-Driven 4.8% 0.7% 11.3% * * * * *   6.4% * * * * *
Vanguard Wellesley Inv VWINX Risk-Driven 5.5% 2.5% 10.1% * * * * *   3.8% * * * * *
Vanguard LifeStrat Growth VASGX Risk-Driven 8.2% 3.0% 14.8% * * * * *   4.6% * * * * *
Vanguard Wellington Inv VWELX Risk-Driven 6.8% 4.0% 14.8% * * * * *   4.6% * * * * *
Vanguard STAR Inv VGSTX Risk-Driven 7.4% 3.5% 12.0% * * * * *   5.1% * * * * *
FPA Crescent FPACX Risk-Driven 4.7% 3.9% 10.7% * * * * *   5.1% * * * * *
Allspring Asset Alloc WFAIX Risk-Driven 3.4% 3.4% 10.7% * * * * *   5.2% * * * * *
Berkshire Hathaway Inc BRK.A Global Macro 7.0% -3.8% 19.0% * * * * *   11.6% * * * * *