The Best Tactical Allocation Mutual Funds
The table below compares the performance and other essential indicators like dividend yield and expense ratio of Tactical Allocation mutual funds.
Category is Tactical Allocation
Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Virtus Tactical Allocation Fund Class I | Tactical Allocation | Jan 29, 2019 | 0.76% | -5.82% | — | 17.42% | 5 | ||||||||
| WesMark Tactical Opportunity Fund | Tactical Allocation | Feb 28, 2017 | 1.43% | 1.72% | — | 4.24% | 65 |
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.
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5 Years