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The table below compares the performance and other essential indicators like dividend yield and expense ratio of 85 Tactical Allocation mutual funds.

Click on any fund 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
AAANX
Horizon Active Asset Allocation FundTactical AllocationJan 30, 20121.14%
10.46%
7.50%
0.70%
Absolute Capital Asset Allocator FundTactical AllocationDec 17, 20152.70%
6.86%
0.00%
AmericaFirst Monthly Risk-On Risk-Off FundTactical AllocationFeb 25, 20103.27%
1.85%
1.36%
0.00%
Invesco Balanced-Risk Allocation FundTactical AllocationJun 1, 20091.06%
5.13%
3.59%
2.31%
Absolute Capital Defender FundTactical AllocationDec 17, 20152.70%
6.21%
0.00%
Alpha Fiduciary Quantitative Strategy FundTactical AllocationDec 30, 20191.70%
8.34%
0.00%
American Beacon AHL TargetRisk FundTactical AllocationDec 30, 20181.41%
8.84%
3.34%
AQR Multi-Asset FundTactical AllocationSep 29, 20100.80%
8.21%
5.29%
2.22%
Astor Sector Allocation FundTactical AllocationNov 29, 20111.62%
7.13%
5.87%
8.01%
Astor Dynamic Allocation FundTactical AllocationOct 18, 20091.15%
7.13%
5.24%
1.87%
ATAC Rotation FundTactical AllocationSep 9, 20121.74%
8.39%
4.56%
0.00%
Athena Behavioral Tactical FundTactical AllocationMay 14, 20151.25%
2.87%
2.82%
Beech Hill Total Return FundTactical AllocationJan 23, 20111.75%
AB Global Risk Allocation FundTactical AllocationJun 7, 19321.29%
4.63%
3.97%
1.33%
Canterbury Portfolio Thermostat FundTactical AllocationAug 1, 20161.98%
10.26%
0.07%
Cargile FundTactical AllocationJul 8, 20181.52%
2.96%
2.48%
Timber Point Global Allocations FundTactical AllocationApr 9, 20131.55%
8.14%
1.64%
0.63%
Catalyst/Lyons Tactical Allocation FundTactical AllocationJul 1, 20121.53%
4.65%
5.70%
0.97%
Columbia Thermostat FundTactical AllocationSep 24, 20020.24%
4.28%
6.16%
2.88%
Columbia Adaptive Risk Allocation FundTactical AllocationJun 18, 20120.74%
5.85%
4.68%
0.52%

1–20 of 85

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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