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The table below compares the performance and other essential indicators like dividend yield and expense ratio of 17 Tactical Allocation ETFs.

Tactical allocation ETFs are a type of exchange-traded fund (ETF) that use a dynamic, active investment strategy to allocate assets among different asset classes or sectors. The goal of tactical allocation ETFs is to take advantage of market opportunities and changes by adjusting their portfolio holdings in response to market conditions.

Tactical allocation ETFs typically use a combination of quantitative analysis, technical indicators, and market research to make investment decisions. They may invest in various asset classes, such as stocks, bonds, commodities, and currencies.

The fund managers of tactical allocation ETFs make adjustments to the fund's portfolio holdings in response to market conditions, including changes in economic conditions, interest rates, and political events. They have the flexibility to invest in a broad range of securities and sectors, so they can make adjustments as market conditions change.

Click on any item in the list to see complete information, including risk and performance analysis.


Category: Tactical Allocation
SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend YieldMax. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
AGOX
Adaptive Alpha Opportunities ETFTactical Allocation, Actively ManagedSep 20, 20121.69%
16.37%
0.23%
Pmv Adaptive Risk Parity ETFTactical AllocationDec 21, 20221.42%
10.52%
2.42%
Beacon Selective Risk ETFTactical AllocationApr 17, 20231.10%
6.13%
2.83%
1.02%
Alexis Practical Tactical ETFTactical AllocationJun 30, 20211.00%
11.12%
1.20%
Relative Sentiment Tactical Allocation ETFTactical AllocationMay 18, 20220.68%
9.10%
1.23%
Global X Adaptive U.S. Risk Management ETFTactical AllocationJan 12, 20210.39%
15.35%
1.19%
RH Tactical Rotation ETFTactical AllocationSep 20, 20121.36%
22.72%
0.00%
RH Tactical Outlook ETFTactical AllocationSep 20, 20121.38%
10.59%
0.00%
ATAC US Rotation ETFTactical AllocationNov 17, 20201.14%
0.46%
1.91%
Fairlead Tactical Sector FundTactical AllocationMar 22, 20220.76%
5.40%
1.35%
The Brinsmere Fund - Growth ETFTactical AllocationJan 12, 20240.42%0.14%
Cabana Target Drawdown 7 ETFActively Managed, Tactical AllocationSep 16, 20200.69%
2.75%
3.56%
Cabana Target Drawdown 10 ETFActively Managed, Tactical AllocationSep 16, 20200.69%
3.86%
2.28%
Cabana Target Drawdown 13 ETFActively Managed, Tactical AllocationSep 16, 20200.69%
Cabana Target Drawdown 16 ETFActively Managed, Tactical AllocationSep 16, 20200.69%
Cambria Trinity ETFTactical AllocationSep 10, 20180.44%
3.28%
3.66%
FundX Conservative ETFTactical AllocationJul 1, 20021.63%
11.34%
1.51%

1–17 of 17

Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

0%Annualized Volatility0%Annualized Return

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