Portfolio Ranking using V-score
Find a portfolio using the V-score



The list below show the V-scores and annual return for several Tactical, Strategic, Income, and Actively Managed portfolios for the 7-years ending December 31, 2014.

Each portfolio is described in detail in the VizMetrics Report listed below.
You can access all of the VizMetrics Reports with a Free Trial Subscription.

The VizMetrics V-Score is a method of rating an investment portfolio based on risk vs. return.  A score of 100 is best and zero is worst. A score of 100 means that over a given time period, the portfolio has performed better than the best possible portfolio formed from a basket of global asset classes. For comparison, the S&P 500 (represented by the exchange-traded fund SPY) has a V-score of 66.5 for the 7-year period ending December 31, 2014.

Tactical Portfolios using ETFs





Rank
Portfolio ID VizMetrics report Description V-score Annual Return
1
t.aaad vm22 Adaptive Allocation Portfolio D 100 15.9%
2
t.trdd vm22 Target Return (12%) incl Drawdown 100 14.7%
3
t.tret vm22 Target Return Portfolio (12%) 100 14.3%
4
t.aaab vm22 Adaptive Allocation Portfolio B 100 14.1%
5
t.aaac vm22 Adaptive Allocation Portfolio C 100 13.9%
6
t.shar vm22 Maximum Sharpe Portfolio 100 13.5%
7
t.aaaa vm22 Adaptive Allocation Portfolio A 100 13.0%
8
t.aaae vm22 Adaptive Allocation Portfolio E 100 13.0%
9
t.cdar vm22 Minimum CDaR (Conditional Drawdown at Risk) Portfolio 100 12.9%
10
t.mva3 vm22 Minimum Variance Portfolio C 100 11.5%
11
t.loss vm22 Minimum Drawdown Portfolio 100 11.1%
12
t.madd vm22 Minimum Downside MAD Portfolio 100 11.0%
13
t.mvar vm22 Minimum Variance Portfolio A 100 10.9%
14
t.mdiv vm22 Maximum Diversification Portfolio 100 10.9%
15
t.cvar vm22 Minimum CVaR (Conditional Value at Risk) Portfolio 100 10.5%
16
t.mva2 vm22 Minimum Variance Portfolio B 100 10.2%
17
t.risd vm22 Minimum Downside Deviation Portfolio 100 10.1%
18
t.coco vm22 Minimum Correlation Portfolio C 96 9.7%
19
t.eqrc vm22 Equal Risk Contribution Portfolio 95 9.2%
20
t.rpcl vm22 Risk Parity With Clustering 94 8.5%
21
t.tris vm22 Target Risk Portfolio (10%) 94 8.8%
22
t.mca1 vm22 Minimum Correlation Portfolio A 94 8.5%
23
t.mca2 vm22 Minimum Correlation Portfolio B 93 8.3%
24
t.dist vm22 Equal Weight With Clustering Portfolio 87 7.6%
25
t.rpba vm22 Risk Parity Portfolio A 82 8.2%
26
t.rsop vm22 Risk Parity Portfolio B 79 7.6%














Strategic Portfolios using ETFs





Rank
Portfolio ID VizMetrics report Description V-score Annual Return
1
s.brow vm11 Harry Browne inspired · 25% equity 92 6.5%
2
s.dali vm11 All Weather (Ray Dalio inspired) · 19% equity 85 5.5%
3
s.noeq vm11 No Equity Portfolio · 0% equity 84 8.9%
4
s.6040 vm11 Strategic 60-40 Portfolio · 60% equity 83 6.9%
5
s.couc vm11 Couch Potato (Scott Burns) · 50% equity 82 6.2%
6
s.7030 vm11 Strategic 70-30 Allocation · 70% equity 79 7.1%
7
s.grah vm11 Ben Graham 50-50 · 50% equity 76 5.3%
8
s.8020 vm11 Strategic 80-20 Allocation · 80% equity 75 7.4%
9
s.talm vm11 Talmud Portfolio · 33% equity 75 8.8%
10
s.have vm11 Safe Haven Portfolio · 60% equity 75 5.2%
11
s.mode vm11 ETF Moderate Allocation · 55% equity 73 5.6%
12
s.swen vm11 David Swensen inspired · 50% equity 71 6.7%
13
s.swen vm11 David Swensen inspired · 50% equity 71 6.7%
14
s.bens vm11 Ben Stein inspired · 76% equity 59 4.0%
15
s.ivyp vm11 Ivy Portfolio · 40% equity 56 3.7%














Income Funds





Rank
Symbol VizMetrics report Description V-score Annual Return
1
PONDX vm10 Pimco Income D 100 9.9%
2
VWIAX vm10 Vanguard Wellesley 97 7.5%
3
FHIGX vm10 Fidelity Muni 94 5.1%
4
PRINX vm10 T. Rowe Summit 93 5.5%
5
MDNLX vm10 BlackRock 93 5.3%
6
FSICX vm10 Fidelity Strat Income 92 6.5%
7
VWLTX vm10 Vgrd LT Tax-Exempt 92 5.1%
8
FLAAX vm10 Nuveen Amer Muni 91 6.1%
9
VTINX vm10 Vgrd Target Retire 89 5.1%
10
VASIX vm10 Vgrd LifeStrategy 89 4.2%
11
ARTOX vm10 Am Century 84 5.3%
12
TRRIX vm10 T. Rowe Retirement 82 4.8%
13
LFRAX vm10 Lord Abbett 81 4.3%
14
NBHAX vm09 Neuberger Berman 78 7.6%
15
PPSIX vm10 Principal 78 8.9%
16
CNSDX vm10 Invesco 77 7.7%
17
VIG vm09 Vanguard Div Apprec 75 7.8%
18
LBSAX vm09 Columbia 74 7.3%
19
LCEIX vm09 Invesco 73 8.4%
20
NPSRX vm10 Inst: Nuveen 73 9.1%
21
VEIPX vm09 Vanguard Equity 72 7.8%
22
GIM vm09 Templeton 72 8.4%
23
CCVIX vm10 Calamos 71 5.0%
24
VCVSX vm10 Vanguard 71 6.3%
25
SWDSX vm09 Schwab 70 7.0%
26
VYM vm09 Vanguard Hi Div Yld 68 7.6%
27
VHDYX vm09 Vanguard Hi Div Yld 68 7.5%
28
MDDVX vm09 BlackRock 67 5.8%
29
DTN vm09 WisdmTr Top 100 66 8.6%
30
TIBAX vm09 Thornburg 66 4.7%
31
DLN vm09 WisdomTree ex-US 65 6.6%
32
DVY vm09 iShares Select Div 62 7.0%
33
KIFYX vm10 Inst: Forward Select 62 10.5%
34
LGMAX vm09 Loomis Sayles 61 5.2%
35
FSDIX vm09 Fidelity Strategic 60 6.1%
36
PRFDX vm09 T. Rowe Price 59 6.1%
37
CVLOX vm09 Calamos 58 2.5%
38
CVY vm10 Gugg Multi-Asset 52 5.5%
39
FEQTX vm09 Fidelity Equity 51 4.5%
40
FCVSX vm10 Fidelity 50 6.2%
41
JQC vm10 Nuveen CEF 36 6.3%
42
VVR vm10 InvscoCEF 34 1.6%
43
DLS vm09 WisdmTr Intl SmCap 33 1.9%
44
PID vm09 PowerShares Intl Div 32 1.0%
45
DEM vm09 WisdmTr EM HiYld 31 1.1%
46
DGS vm09 WisdmTr EM SmCap 27 2.2%














Actively Managed Funds





Rank
Symbol VizMetrics report Description V-score Annual Return
1
SFHYX vm06 Hundredfold Select 100 6.8%
2
BPLSX vm08 Robeco I 98 13.6%
3
VWINX vm07 Vanguard Wellesley 97 7.6%
4
EIGMX vm08 Eaton Vance Global 94 3.4%
5
GBMFX vm05 GMO Benchm-Free 91 5.7%
6
JANBX vm07 Janus Balanced 91 8.0%
7
GABCX vm08 Gabelli ABC AAA 89 2.9%
8
ARBNX vm08 Arbitrage I 86 2.7%
9
VBIAX vm07 Vanguard Balanced 85 7.1%
10
CLSIX vm08 CBRE Clarion Inv 85 5.4%
11
MFADX vm08 MainStay A 83 6.4%
12
JMNAX vm08 JPMorgan A 82 1.1%
13
DDMAX vm08 DWS Disciplined A 81 1.2%
14
CVSIX vm08 Calamos 81 2.8%
15
GMWAX vm05 GMO Global Alloc 80 4.8%
16
SWOBX vm07 Schwab Balanced 80 5.8%
17
PAUIX vm05 PIMCO All-Asset 80 5.1%
18
FPURX vm07 Fidelity Puritan 79 6.7%
19
MFWIX vm05 MFS Global Tot Ret 79 5.7%
20
ASFIX vm08 Abs Strat I 78 1.4%
21
HSKAX vm08 Highbridge Stat A 77 -0.2%
22
VGLSX vm05 VALIC Global Strat 76 6.8%
23
WFAIX vm07 WF Asset Allocation 76 7.2%
24
FBALX vm07 Fidelity Balanced 76 6.4%
25
SWHEX vm08 Schwab Hedged Eq 75 4.6%
26
VLAAX vm07 ValueLine AssetAlloc 75 6.3%
27
DVRAX vm08 MFS Target Return A 74 2.9%
28
MLSAX vm08 Aberdeen A 74 1.0%
29
FMLSX vm08 Wasatch Inv 73 5.4%
30
VMNFX vm08 Vanguard Inv 73 -0.5%
31
MALOX vm05 BlackRock Global 73 4.3%
32
BNAAX vm06 UBS Dyn Alpha A 72 3.1%
33
DHLSX vm08 Diamond Hill I 72 4.4%
34
COTZX vm07 Thermostat Z 71 6.0%
35
BETFX vm07 Ibbotson Balanced 70 4.1%
36
TIBIX vm05 Thornburg InvIncome 70 5.6%
37
FGBLX vm07 Fidelity Global Bal 70 4.3%
38
DODBX vm07 D&C Bal 68 6.6%
39
BRK.A vm05 Berkshire Hathaway 67 7.0%
40
FMAAX vm08 Federated A 63 -0.4%
41
LSWWX vm05 Loomis Global Eq 63 5.8%
42
AVGRX vm06 Dreyfus Alpha I 62 3.5%
43
IVAEX vm05 Ivy Asset Strategy 61 4.3%
44
LCORX vm05 Leuthold Core 61 3.6%
45
PWC vm06 Dynamic Market Port 60 6.4%
46
BPGLX vm05 UBS Global Alloc 54 2.9%
47
SMIFX vm07 SoundMind Investing 54 4.8%
48
PDP vm06 DWA Tech Leaders 52 6.4%
49
GASIX vm06 Aberdeen Opti Alloc 50 2.0%
50
PURIX vm05 Purisma/Ken Fisher 36 1.9%
51
MYITX vm08 MainStay 28 0.3%