Tactical Allocation: Total Returns

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Data through 11/12/2018. Click here to return to the Fund Category Performance page.
Category Name Ticker 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
Tactical Allocation -1.09 -3.65 -4.20 -1.27 4.78 3.19
Horizon Active Asset Allocation Investor AAANX -3.10 -1.73 -6.58 1.18 7.44 5.70
Absolute Capital Asset Allocator A AAMAX -0.54 -0.81 -3.17 1.16 --- ---
Absolute Capital Asset Allocator Inv AAMCX -0.55 -1.46 -3.32 0.43 --- ---
Absolute Capital Asset Allocator Instl AAMIX -0.54 -0.81 -3.17 1.16 --- ---
American Indep Glbl Tac Allc A AARMX 0.88 -3.05 -1.80 -0.90 5.40 4.75
AmericaFirst Tactical Alpha A ABRFX -4.09 -1.48 -6.09 1.04 3.59 2.87
AmericaFirst Tactical Alpha U ABRUX -4.11 -1.94 -6.18 0.50 3.06 2.37
AmericaFirst Tactical Alpha I ABRWX -4.07 -0.66 -5.88 2.05 4.67 3.88
Absolute Capital Defender A ACMAX -0.38 -1.03 -2.85 0.45 --- ---
Absolute Capital Defender Investor ACMDX -0.48 -1.71 -3.09 -0.41 --- ---
Absolute Capital Defender Institutional ACMIX -0.38 -1.03 -2.85 0.45 --- ---
AllianzGI Global Dynamic Allocation R6 ADYFX -1.50 -6.13 -4.67 -3.92 --- ---
AmericaFirst Quantitative Strategies A AFIAX -2.44 -5.97 -6.11 0.17 4.19 1.66
AmericaFirst Quantitative Strategies I AFIIX -2.49 -6.07 -6.07 0.17 3.96 ---
AmericaFirst Quantitative Strategies C AFISX -2.44 -6.24 -6.24 0.00 3.57 1.02
AmericaFirst Income A AFPAX -1.97 -6.24 -5.01 -3.86 1.40 -0.54
AmericaFirst Income I AFPIX -1.89 -5.37 -4.68 -2.99 2.29 0.31
AmericaFirst Income U AFPUX -1.88 -6.51 -5.02 -4.26 0.90 -1.03
AllianzGI Global Dynamic Allocation Inst AGAIX -1.50 -6.11 -4.70 -3.91 3.99 2.73
AllianzGI Global Dynamic Allocation Adm AGFAX -1.56 -6.32 -4.77 -4.16 3.73 2.47
AllianzGI Global Dynamic Allocation P AGSPX -1.51 -6.20 -4.69 -4.00 3.90 2.64
ALPS/Stadion Tactical Growth III ALSGX -2.02 0.60 -5.13 3.84 6.74 ---
ALPS/Stadion Core ETF III ALSTX -1.18 -3.23 -4.02 -1.05 6.02 ---
Pinnacle Sherman Multi-Strategy Core A APSHX -2.27 -5.11 -6.27 -2.55 4.74 ---
AQR Risk Parity I AQRIX -1.81 -6.11 -3.96 -3.47 5.48 3.75
AQR Risk Parity N AQRNX -1.82 -6.33 -3.97 -3.72 5.23 3.48
AQR Risk Parity R6 AQRRX -1.81 -6.10 -3.95 -3.38 5.57 ---
AllianzGI Global Dynamic Allocation C ASACX -1.55 -6.92 -4.90 -4.85 2.95 1.69
AllianzGI Global Dynamic Allocation R ASFRX -1.57 -6.65 -4.86 -4.54 3.39 2.17
AllianzGI Global Dynamic Allocation A ASGAX -1.55 -6.35 -4.76 -4.16 3.72 2.47
Astor Sector Allocation A ASPGX -2.82 -2.88 -7.37 0.67 6.21 4.93
Astor Dynamic Allocation I ASTIX -0.93 -0.34 -4.56 2.73 7.38 5.94
Astor Dynamic Allocation A ASTLX -0.99 -0.53 -4.63 2.49 7.15 5.68
Astor Dynamic Allocation C ASTZX -1.01 -1.17 -4.80 1.74 6.35 4.89
Arabesque Systematic USA Institutional ASUIX -0.17 6.41 -4.93 9.05 --- ---
ATAC Rotation Investor ATACX -2.47 -11.53 -11.56 -7.49 5.88 3.04
ATAC Rotation Institutional ATCIX -2.43 --- -11.51 --- --- ---
Transamerica Dynamic Allocation A ATTRX -1.17 -1.00 -3.90 1.43 4.97 4.17
Transamerica Dynamic Allocation T1 ATTTX -1.25 -1.09 -3.90 1.37 --- ---
Beech Hill Total Return A BHTAX -2.51 -3.25 -6.18 -0.16 8.86 4.82
Beech Hill Total Return C BHTCX -2.58 -3.91 -6.37 -0.92 8.04 4.03
Meeder Balanced Adviser BLNAX -1.21 -1.26 -3.90 1.30 --- ---
Meeder Balanced Institutional BLNIX -1.21 -1.22 -3.94 1.38 --- ---
AB Global Risk Allocation B CABBX -1.89 -6.10 -4.70 -4.98 3.10 2.64
AB Global Risk Allocation I CABIX -1.82 -5.21 -4.40 -3.90 4.31 3.84
AB Global Risk Allocation A CABNX -1.83 -5.48 -4.49 -4.20 3.92 3.43
Cavalier Dynamic Growth C CADYX -0.90 -10.25 -5.86 -10.31 1.09 2.75
Cavalier Growth Opportunities A CAGOX -1.83 --- -5.95 --- --- ---
Cornerstone Advisors Income Opps Instl CAIOX -1.71 1.66 -3.03 3.30 5.65 1.96
Columbia Adaptive Risk Allocation Adv CARRX 0.09 -1.57 -3.17 0.76 6.84 ---
Columbia Adaptive Risk Allocation Inst3 CARYX 0.09 -1.47 -3.07 0.81 6.95 ---
Cavalier Growth Opportunities C CATDX -1.91 -1.67 -6.13 1.58 10.86 6.69
Cavalier Growth Opportunities Instl CATEX -1.83 -0.84 -5.90 2.65 12.00 7.78
Cavalier Tactical Rotation C CATOX -0.23 -2.55 -3.42 0.05 6.08 5.23
Cavalier Tactical Rotation A CAVTX -0.19 --- -3.17 --- --- ---
AB Global Risk Allocation C CBACX -1.87 -6.04 -4.65 -4.91 3.16 2.67
AB Global Risk Allocation K CBSKX -1.78 -5.43 -4.44 -4.19 3.90 3.41
AB Global Risk Allocation R CBSRX -1.85 -5.70 -4.53 -4.49 3.58 3.10
AB Global Risk Allocation Adv CBSYX -1.82 -5.26 -4.45 -3.96 4.17 3.69
Chadwick & D'Amato CDFFX -3.55 -11.45 -7.10 -7.95 -0.39 -0.27
Cavalier Dynamic Growth A CDGAX --- --- --- --- --- ---
Cavalier Dynamic Growth Institutional CDYGX -0.83 -9.50 -5.64 -9.38 2.09 3.74
AdvisorOne CLS Shelter N CLSHX -0.07 -1.58 -3.50 2.48 9.57 7.49
Pinnacle Sherman Multi-Strategy Core C CPSHX -2.32 -5.73 -6.40 -3.23 3.95 ---
Columbia Adaptive Risk Allocation A CRAAX 0.00 -1.77 -3.21 0.43 6.55 5.27
Columbia Adaptive Risk Allocation C CRACX -0.10 -2.50 -3.43 -0.34 5.77 4.46
Columbia Adaptive Risk Allocation T CRAWX 0.09 -1.76 -3.20 0.53 6.57 5.31
Columbia Adaptive Risk Allocation Inst CRAZX 0.00 -1.57 -3.17 0.66 6.81 5.54
Columbia Adaptive Risk Allocation Inst2 CRDRX 0.00 -1.56 -3.17 0.65 6.85 5.61
Columbia Adaptive Risk Allocation R CRKRX 0.00 -2.06 -3.24 0.15 6.31 5.01
Astor Sector Allocation C CSPGX -2.94 -3.51 -7.53 -0.13 5.42 4.15
Cavalier Tactical Rotation Institutional CTROX -0.15 -1.66 -3.12 1.08 7.16 6.29
Transamerica Dynamic Allocation C CTTRX -1.27 -1.69 -4.04 0.66 4.21 3.38
CVR Dynamic Allocation Institutional CVRAX 2.45 -7.85 -5.26 -3.28 2.69 ---
Spouting Rock/Convex Glbl Dyn Risk Adv CVXAX -1.87 -4.55 -5.07 -1.94 3.63 ---
Spouting Rock/Convex Glbl Dyn Risk Instl CVXIX -1.86 -4.26 -4.95 -1.53 3.89 ---
Day Hagan Tactical Allocation A DHAAX -1.35 -4.45 -5.03 -2.50 2.39 1.86
Day Hagan Tactical Allocation C DHACX -1.36 -5.03 -5.21 -3.16 1.65 1.11
Day Hagan Tactical Allocation I DHAIX -1.26 -4.26 -4.92 -2.14 2.71 ---
DoubleLine Multi-Asset Growth A DMLAX -1.10 -4.12 -3.81 -2.70 5.89 4.09
DoubleLine Multi-Asset Growth I DMLIX -1.10 -3.93 -3.73 -2.35 6.21 4.38
Arrow DWA Tactical A DWTFX -4.52 -3.24 -7.06 -0.41 5.81 4.45
Arrow DWA Tactical Institutional DWTNX -4.50 -3.04 -7.03 -0.23 6.05 4.71
Arrow DWA Tactical C DWTTX -4.54 -3.96 -7.25 -1.17 5.00 3.66
Eaton Vance Rich Bern All Asst Strat A EARAX -1.73 -3.59 -4.62 -1.35 5.66 4.39
Eaton Vance Rich Bern All Asst Strat C ECRAX -1.84 -4.27 -4.86 -2.11 4.85 3.59
Eaton Vance Rich Bern All Asst Strat I EIRAX -1.79 -3.44 -4.60 -1.11 5.90 4.63
Carillon Cougar Tactical Allocation A ETAFX -1.49 -1.49 -4.98 1.20 --- ---
Carillon Cougar Tactical Allocation C ETDFX -1.58 -2.07 -5.16 0.48 --- ---
Stadion Tactical Growth A ETFAX -2.03 0.33 -5.20 3.53 6.69 6.25
Stadion Tactical Growth C ETFCX -2.11 -0.26 -5.38 2.84 5.90 5.47
Stadion Tactical Growth T ETFDX -2.02 0.33 -5.16 3.50 --- ---
Stadion Tactical Defensive T ETFHX -0.68 -1.57 -2.81 1.45 --- ---
Stadion Tactical Growth I ETFOX -2.01 0.58 -5.14 3.84 6.96 6.52
Stadion Tactical Defensive A ETFRX -0.75 -1.64 -2.88 1.37 6.92 3.96
Stadion Tactical Defensive I ETFWX -0.67 -1.40 -2.75 1.66 7.18 4.20
Stadion Tactical Defensive C ETFZX -0.81 -2.24 -3.01 0.65 6.10 3.17
Carillon Cougar Tactical Allocation I ETIFX -1.49 -1.18 -4.92 1.50 --- ---
Carillon Cougar Tactical Allocation R3 ETRFX -1.56 -1.68 -5.05 0.91 --- ---
Carillon Cougar Tactical Allocation R5 ETSFX -1.49 -1.24 -4.91 1.52 --- ---
Carillon Cougar Tactical Allocation R6 ETUFX -1.49 -1.12 -4.91 1.59 --- ---
Carillon Cougar Tactical Allocation Y ETYFX -1.50 -1.50 -4.99 --- --- ---
EValuator Tactically Managed RMS R4 EVFTX -0.59 -4.87 -4.42 -2.60 --- ---
EValuator Tactically Managed RMS Service EVTTX -0.59 -4.73 -4.46 -2.59 --- ---
Meeder Balanced Retail FLDFX -1.22 -1.52 -4.01 0.98 5.54 4.91
Pioneer Flexible Opportunities K FLEKX -1.01 --- -4.62 --- --- ---
Meeder Muirfield Adviser FLMAX -1.57 -0.74 -5.13 2.68 --- ---
Meeder Muirfield Retail FLMFX -1.72 -1.01 -5.28 2.46 7.57 6.85
Meeder Muirfield Institutional FLMIX -1.70 -0.68 -5.19 2.83 --- ---
PSI Strategic Growth A FXSAX -0.94 -16.61 -2.97 -12.17 -2.17 0.16
PSI Tactical Growth A FXTAX 1.35 -2.30 -2.10 0.90 2.73 0.29
Gabelli Global Rising Income and Div C GACCX -1.74 -8.63 -6.47 -6.02 4.34 3.42
Gabelli Global Rising Income and Div A GAGAX -1.69 -8.07 -6.28 -5.31 5.12 4.21
Gabelli Global Rising Income and Div AAA GAGCX -1.65 -8.05 -6.29 -5.31 5.13 4.26
Gabelli Global Rising Income and Div I GAGIX -1.60 -7.53 -6.09 -4.65 5.66 4.65
Goldman Sachs Balanced Strategy P GAOPX -0.64 --- -3.01 --- --- ---
Goldman Sachs Growth & Inc Strat P GGSPX -0.99 --- -4.30 --- --- ---
Good Harbor Tactical Select A GHSAX -0.97 -7.71 -6.01 -4.64 5.98 ---
Good Harbor Tactical Select C GHSCX -1.09 -8.26 -6.20 -5.34 5.29 ---
Good Harbor Tactical Select I GHSIX -1.07 -7.53 -6.00 -4.51 6.28 ---
Good Harbor Tactical Core US A GHUAX -1.25 -2.09 -6.96 1.98 5.35 -1.81
Good Harbor Tactical Core US C GHUCX -1.30 -2.76 -7.16 1.23 4.55 -2.54
Good Harbor Tactical Core US I GHUIX -1.23 -1.88 -6.95 2.25 5.62 -1.56
Goldman Sachs Balanced Strategy A GIPAX -0.55 -4.62 -3.02 -3.08 3.60 2.93
Goldman Sachs Balanced Strategy C GIPCX -0.64 -5.29 -3.27 -3.87 2.81 2.15
Goldman Sachs Balanced Strategy Instl GIPIX -0.55 -4.35 -2.93 -2.71 3.97 3.32
Goldman Sachs Balanced Strategy R GIPRX -0.64 -4.82 -3.09 -3.33 3.38 2.70
Goldman Sachs Balanced Strategy Svc GIPSX -0.63 -4.75 -3.11 -3.26 3.74 2.97
Goldman Sachs Balanced Strategy Inv GIPTX -0.64 -4.47 -3.06 -2.95 3.84 3.16
Goldman Sachs Balanced Strategy R6 GIPUX -0.64 -4.35 -3.01 -2.78 3.98 ---
GuidePath® Tactical Allocation Instl GITUX -1.61 2.97 -3.57 6.25 8.24 4.74
Invesco Macro Allocation Strategy A GMSDX -0.78 -6.35 -7.14 -4.19 3.59 2.35
Invesco Macro Allocation Strategy C GMSEX -0.79 -6.91 -7.31 -4.96 2.81 1.58
Invesco Macro Allocation Strategy Y GMSHX -0.78 -6.11 -7.09 -3.96 3.85 2.62
Invesco Macro Allocation Strategy R GMSJX -0.90 -6.56 -7.25 -4.51 3.32 2.12
Invesco Macro Allocation Strategy R5 GMSKX -0.89 -6.21 -7.09 -4.06 3.82 2.62
Invesco Macro Allocation Strategy R6 GMSLX -0.78 -6.12 -7.10 -3.96 3.82 2.60
Goldman Sachs Growth & Inc Strat A GOIAX -1.07 -5.30 -4.40 -3.15 5.08 4.01
Goldman Sachs Growth & Inc Strat C GOICX -1.17 -5.94 -4.59 -3.94 4.27 3.23
Goldman Sachs Growth & Inc Strat Instl GOIIX -1.06 -5.03 -4.31 -2.85 5.44 4.41
Goldman Sachs Growth & Inc Strat Svc GOISX -1.07 -5.33 -4.38 -3.28 4.99 3.91
Goldman Sachs Growth & Inc Strat R6 GOIUX -1.06 -5.02 -4.31 -2.83 5.48 ---
Goldman Sachs Growth & Inc Strat R GPIRX -1.07 -5.46 -4.43 -3.43 4.81 3.75
Goldman Sachs Growth & Inc Strat Inv GPITX -1.07 -5.09 -4.38 -3.00 5.34 4.28
GuidePath® Tactical Allocation Svc GPTUX -1.66 2.46 -3.72 5.68 7.59 4.12
Hartford Multi-Asset Income A HAFAX -0.36 0.91 -1.97 1.49 5.45 ---
Hartford Multi-Asset Income F HAFDX -0.23 1.11 -1.81 1.73 --- ---
Hartford Multi-Asset Income I HAFIX -0.35 1.03 -1.94 1.63 5.60 ---
Hartford Multi-Asset Income R3 HAFRX -0.35 0.88 -1.96 1.54 5.24 ---
Hartford Multi-Asset Income R4 HAFSX -0.24 0.93 -1.86 1.61 5.43 ---
Hartford Multi-Asset Income R5 HAFTX -0.35 1.01 -1.95 1.61 5.56 ---
Hartford Multi-Asset Income Y HAFYX -0.23 1.10 -1.81 1.82 5.68 ---
Hartford Multi-Asset Income C HAICX -0.42 0.32 -2.15 0.88 4.72 ---
Horizon Active Asset Allocation A HASAX -3.12 -1.89 -6.61 1.01 7.34 ---
Horizon Active Asset Allocation I HASIX -3.09 -1.65 -6.56 1.27 --- ---
Hilton Tactical Income Inv HCYAX 0.30 -0.34 -2.13 1.22 6.08 5.08
Hilton Tactical Income Instl HCYIX 0.32 -0.18 -2.12 1.46 6.33 5.36
Hancock Horizon Dynamic Asset Allc Inv HDAAX -1.04 -4.32 -4.14 -1.42 5.40 ---
Hancock Horizon Dynamic Asset Allc C HDACX -1.05 -4.91 -4.25 -2.17 4.62 ---
Hancock Horizon Dynamic Asset Allc Instl HDAIX -0.97 -4.07 -4.01 -1.15 5.68 ---
Hundredfold Select Alternative Inv HFSAX -0.71 -0.11 -0.63 1.20 6.28 4.82
Hancock Horizon Diversified Income Inv HHIAX 1.20 -0.37 -0.77 0.65 3.00 1.19
Hancock Horizon Diversified Income C HHICX 1.21 -0.90 -0.88 -0.01 2.24 0.45
Hancock Horizon Diversified Income Instl HHIIX 1.22 -0.07 -0.70 0.91 3.24 1.45
Hussman Strategic Total Return HSTRX -0.60 -2.38 -0.42 -1.96 2.54 1.58
Hanlon Tactical Dividend & Momentum A HTDAX -1.37 1.12 -3.75 4.74 3.28 ---
Hanlon Tactical Dividend & Momentum C HTDCX -1.50 0.38 -4.02 3.96 2.50 ---
Hanlon Tactical Dividend & Momentum I HTDIX -1.29 1.33 -3.70 5.08 3.50 ---
Hanlon Tactical Dividend & Momentum R HTDRX -1.39 0.95 -3.80 4.59 2.99 ---
Dynamic US Opportunity I ICSIX -1.85 -1.13 -5.64 1.25 10.21 5.79
Dynamic US Opportunity N ICSNX -1.85 -1.37 -5.65 1.07 9.94 5.52
IMS Strategic Income IMSIX 2.87 -3.93 2.86 -5.64 -7.56 -9.16
Pinnacle Sherman Multi-Strategy Core I IPSHX -2.26 -4.92 -6.15 -2.24 5.01 ---
Transamerica Dynamic Allocation I ITTOX -1.17 -0.84 -3.83 1.71 5.24 4.43
JHancock Diversified Strategies I JDSIX -0.20 -1.94 -0.39 -1.39 2.63 2.33
JHancock Diversified Strategies A JDSTX -0.40 -2.42 -0.49 -1.88 2.25 1.96
Lazard Opportunistic Strategies Instl LCAIX -2.32 -7.14 -6.61 -4.97 4.40 3.64
Lazard Opportunistic Strategies Open LCAOX -2.34 -7.46 -6.67 -5.24 3.93 3.24
Leuthold Core Investment Retail LCORX 0.45 -1.82 -2.49 -0.34 5.76 5.60
Leuthold Core Investment I LCRIX 0.50 -1.70 -2.46 -0.26 5.88 5.71
Issachar N LIONX -0.39 2.71 0.99 2.12 2.58 ---
QS Strategic Real Return A LRRAX -2.70 -3.51 -4.47 -1.25 3.14 -1.18
QS Strategic Real Return C LRRCX -2.71 -4.13 -4.63 -2.01 2.37 -1.91
QS Strategic Real Return I LRRIX -2.64 -3.28 -4.37 -0.97 3.42 -0.92
QS Strategic Real Return IS LRRSX -2.67 -3.24 -4.43 -0.98 3.50 -0.83
QS Strategic Real Return A2 LSRAX -2.74 -3.73 -4.54 -1.54 2.90 -1.39
Matisse Discounted Cl-End Fd Strat Instl MDCEX -0.39 -5.89 -4.77 -3.80 9.72 6.67
AMG FQ Global Risk-Balanced Z MMAFX -1.54 -8.24 -6.79 -6.69 6.69 4.17
AMG FQ Global Risk-Balanced I MMASX -1.54 -8.30 -6.79 -6.76 6.60 4.09
AMG FQ Global Risk-Balanced N MMAVX -1.62 -8.58 -6.89 -7.06 6.21 3.69
Power Momentum Index A MOJAX 0.57 -2.30 -2.03 1.89 --- ---
Power Momentum Index C MOJCX 0.58 -2.88 -2.15 1.13 --- ---
Power Momentum Index I MOJOX 0.66 -2.06 -1.99 2.13 --- ---
James Alpha Momentum A MOMAX 0.42 --- -5.23 --- --- ---
James Alpha Momentum C MOMCX 0.42 --- -5.23 --- --- ---
James Alpha Momentum I MOMOX 0.42 -5.80 -5.24 -4.31 7.23 ---
James Alpha Momentum S MOMSX 0.42 --- -5.23 --- --- ---
ACR Multi-Strategy Quality Ret (MQR) A MQRAX -0.90 -3.51 -4.43 1.76 4.99 ---
ACR Multi-Strategy Quality Ret (MQR) I MQRIX -0.90 -3.41 -4.49 1.93 5.14 ---
Pioneer Flexible Opportunities R MUARX -1.01 -5.14 -4.88 -1.75 5.77 3.88
Sector Rotation Fund NAVFX -1.61 3.23 -5.36 6.39 9.30 8.70
VanEck NDR Managed Allocation A NDRMX -1.21 -5.05 -4.56 -2.63 --- ---
VanEck NDR Managed Allocation I NDRUX -1.20 -4.79 -4.47 -2.33 --- ---
VanEck NDR Managed Allocation Y NDRYX -1.17 -4.83 -4.47 -2.37 --- ---
Newfound Risk Managed US Sectors A NFDAX -1.47 -2.62 -3.54 0.95 6.86 ---
Newfound Risk Managed US Sectors I NFDIX -1.37 -2.44 -3.46 1.28 7.23 ---
Newfound Risk Managed Global Sectors A NFGAX -2.35 -5.43 -5.02 -2.61 5.55 ---
Newfound Risk Managed Global Sectors I NFGIX -2.35 -5.25 -5.00 -2.42 5.81 ---
Newfound Multi-Asset Income A NFMAX 0.22 -4.32 -1.79 -3.01 2.50 ---
Newfound Multi-Asset Income C NFMCX 0.22 -4.99 -1.89 -3.67 1.73 ---
Newfound Multi-Asset Income I NFMIX 0.22 -4.22 -1.72 -2.75 2.70 ---
PIMCO All Asset Instl PAAIX -0.26 -4.28 -1.98 -2.18 6.64 2.81
PIMCO All Asset Admin PAALX -0.35 -4.52 -2.04 -2.41 6.40 2.55
PIMCO All Asset I-3 PAANX -0.26 --- -1.98 --- --- ---
Putnam Dynamic Asset Allocation Cnsrv A PACAX -0.88 -2.74 -2.77 -0.88 3.57 4.27
Putnam Dynamic Asset Allocation Cnsrv B PACBX -0.86 -3.27 -2.89 -1.54 2.83 3.51
Putnam Dynamic Asset Allocation Cnsrv C PACCX -0.86 -3.38 -2.99 -1.63 2.82 3.49
Putnam Dynamic Asset Allocation Cnsrv R5 PACDX -0.85 -2.49 -2.69 -0.59 3.89 4.59
Putnam Dynamic Asset Allocation Cnsrv M PACMX -0.83 -3.08 -2.83 -1.38 3.10 3.75
Putnam Dynamic Asset Allocation Cnsrv R PACRX -0.87 -2.87 -2.84 -1.10 3.32 4.01
Putnam Dynamic Asset Allocation Cnsrv Y PACYX -0.76 -2.45 -2.61 -0.56 3.87 4.55
PIMCO All Asset I2 PALPX -0.35 -4.42 -2.00 -2.27 6.56 2.71
PIMCO All Asset A PASAX -0.35 -4.73 -2.18 -2.67 6.15 2.31
PIMCO All Asset C PASCX -0.44 -5.31 -2.30 -3.30 5.37 1.56
PIMCO All Asset R PATRX -0.35 -4.83 -2.17 -2.83 5.88 2.06
PIMCO All Asset All Authority A PAUAX -0.24 -6.35 -1.62 -4.94 4.83 0.21
PIMCO All Asset All Authority C PAUCX -0.36 -6.95 -1.93 -5.74 4.00 -0.55
PIMCO All Asset All Authority Inst PAUIX -0.12 -5.96 -1.49 -4.52 5.30 0.65
PIMCO All Asset All Authority I-3 PAUNX -0.24 --- -1.64 --- --- ---
PIMCO All Asset All Authority I2 PAUPX -0.24 -6.13 -1.52 -4.62 5.19 0.55
PGIM Income Builder B PBCFX -1.01 -2.79 -3.62 -1.22 3.74 2.23
Putnam Dynamic Asset Allocation Cnsrv R6 PCCEX -0.75 -2.36 -2.68 -0.45 3.99 4.65
PGIM Income Builder C PCCFX -0.90 -2.79 -3.52 -1.22 3.74 2.25
PGIM Income Builder A PCGAX -0.93 -2.14 -3.48 -0.58 4.54 3.00
PGIM Income Builder R6 PCGQX -0.90 -2.03 -3.39 -0.33 --- ---
PGIM Income Builder R PCLRX -0.95 -2.35 -3.44 -0.72 4.28 2.76
PGIM Income Builder Z PDCZX -0.90 -1.92 -3.29 -0.22 4.80 3.26
RiskPro® Tactical 0-30 R PFTEX -1.33 -3.39 -4.44 --- --- ---
Pioneer Flexible Opportunities A PMARX -1.09 -4.58 -4.77 -1.12 6.31 4.46
Pioneer Flexible Opportunities Y PMYRX -1.00 -4.40 -4.68 -0.82 6.60 4.76
Putnam PanAgora Risk Parity B PPRLX -0.64 -8.06 -5.26 -7.03 --- ---
Putnam PanAgora Risk Parity C PPRNX -0.64 -8.06 -5.26 -7.03 --- ---
Putnam PanAgora Risk Parity R PPROX -0.53 -7.56 -5.14 -6.53 --- ---
Putnam PanAgora Risk Parity A PPRPX -0.53 -7.45 -5.13 -6.33 --- ---
Putnam PanAgora Risk Parity M PPRVX -0.63 -7.76 -5.25 -6.83 --- ---
Putnam PanAgora Risk Parity R6 PPRWX -0.53 -7.16 -5.02 -6.13 --- ---
Putnam PanAgora Risk Parity Y PPRYX -0.53 -7.16 -5.02 -6.13 --- ---
Pioneer Flexible Opportunities C PRRCX -1.10 -5.19 -4.89 -1.78 5.54 3.69
Pinnacle Sherman Tactical Allocation A PTAFX -1.58 -6.11 -3.85 -5.02 1.41 -0.12
Pinnacle Sherman Tactical Allocation C PTCFX -1.63 -6.77 -3.98 -5.72 0.66 -0.87
Pinnacle Sherman Tactical Allocation I PTIFX -1.57 -5.90 -3.74 -4.74 1.66 0.13
AQR Risk Parity II HV I QRHIX -3.33 -8.33 -7.18 -5.68 6.09 3.44
AQR Risk Parity II HV N QRHNX -3.46 -8.59 -7.33 -6.04 5.69 3.08
AQR Risk Parity II HV R6 QRHRX -3.44 -8.33 -7.29 -5.68 6.12 ---
AQR Risk Parity II MV I QRMIX -2.22 -4.75 -4.65 -2.92 4.72 2.79
AQR Risk Parity II MV N QRMNX -2.24 -5.00 -4.79 -3.26 4.43 2.51
AQR Risk Parity II MV R6 QRMRX -2.21 -4.64 -4.64 -2.81 4.83 ---
FundX Conservative Upgrader RELAX -1.67 1.71 -4.07 3.51 6.43 5.65
American Indep Glbl Tac Allc Instl RMAIX 0.87 -2.78 -1.70 -0.55 5.78 5.14
AlphaCentric Asset Rotation A ROTAX -0.33 -4.68 -4.58 -1.05 1.91 ---
AlphaCentric Asset Rotation C ROTCX -0.33 -5.35 -4.76 -1.86 1.16 ---
AlphaCentric Asset Rotation I ROTIX -0.33 -4.48 -4.58 -0.84 2.16 ---
RESQ Dynamic Allocation A RQEAX -0.22 -1.40 -4.47 0.00 1.92 ---
RESQ Dynamic Allocation C RQECX -0.22 -2.08 -4.58 -0.78 1.26 ---
RESQ Dynamic Allocation I RQEIX -0.11 -1.06 -4.29 0.43 2.39 ---
SEI Multi-Asset Accumulation F (SIMT) SAAAX -1.27 -6.51 -4.99 -4.77 4.46 3.41
Hundredfold Select Alternative Svc SFHYX -0.79 -0.87 -0.83 0.33 5.32 3.88
SEI Multi-Asset Income F (SIMT) SIOAX -0.09 -0.67 -0.65 -0.05 4.84 4.43
SEI Multi-Asset Income Y (SIMT) SLIYX -0.08 -0.58 -0.63 0.05 4.94 ---
SMI Dynamic Allocation SMIDX 1.38 -1.26 -1.42 1.52 3.99 3.19
SEI Multi-Asset Accumulation Y (SIMT) SMOYX -1.16 -6.18 -4.85 -4.44 4.70 ---
Astor Sector Allocation I STARX -2.82 -2.65 -7.32 0.88 6.47 ---
AmericaFirst Seasonal Rotation A STQAX -3.87 -13.91 -8.09 -6.70 3.12 0.72
AmericaFirst Seasonal Rotation I STQIX -3.89 -13.28 -7.88 -5.86 3.79 1.32
AmericaFirst Seasonal Rotation U STQUX -3.95 -14.34 -8.19 -7.20 2.60 0.21
Teberg TEBRX -1.50 -0.18 -5.02 1.83 4.87 4.73
Toews Tactical Growth Allocation THGWX 0.10 -8.15 -4.58 -5.85 0.77 -0.38
USAA Managed Allocation UMAFX -1.40 -8.23 -5.77 -5.43 2.48 1.90
USAA Target Managed Allocation UTMAX -1.36 -4.49 -5.57 -2.03 5.46 ---
Virtus Rampart Multi-Asset Trend A VAAAX -0.92 -4.36 -4.10 -2.36 2.88 0.72
Virtus Rampart Multi-Asset Trend C VAACX -1.05 -5.04 -4.34 -3.08 2.11 -0.04
Virtus Rampart Multi-Asset Trend I VAISX -0.91 -4.15 -4.07 -2.08 3.15 0.96
WesMark Tactical Opportunity WMKTX -0.76 -1.04 -3.31 0.95 --- ---
WOA All Asset I Class I WOAIX -0.68 -2.09 -3.07 -0.16 5.65 3.68
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