SMART Portfolios compared the Other Portfolio Providers
Performance as of Performance as of MARCH 31, 2024
|
Portfolio |
MTD |
YTD |
1 Year |
3 Year |
5 Year |
10 Year |
1 |
Clark Navigator MultiStrategy 25-75 |
1.43 |
2.27 |
13.14 |
2.86 |
5.83 |
5.95 |
2 |
Clark Navigator Global Balanced 20-80 |
1.65 |
2.72 |
11.39 |
2.35 |
5.74 |
5.27 |
3 |
RiverFront Conservative Income Builder |
1.66 |
3.15 |
10.03 |
2.22 |
5.19 |
4.78 |
4 |
GS Multi-Mgr 40/60 ETF Model Portfolio |
1.96 |
3.27 |
10.79 |
1.71 |
5.15 |
5.12 |
5 |
Horizon Conservative Portfolio |
1.83 |
3.06 |
11.25 |
1.58 |
5.02 |
4.41 |
6 |
GS Multi-Mgr 40/60 Fund Model Portfolio |
1.85 |
3.50 |
11.16 |
0.44 |
4.51 |
4.65 |
7 |
Destinations Conservative |
1.68 |
2.66 |
9.29 |
1.26 |
3.77 |
3.56 |
8 |
Beacon Vantage 3.0 Conservative |
2.04 |
1.52 |
4.16 |
0.70 |
3.67 |
|
9 |
Brinker American Funds Conservative 30 |
1.32 |
1.44 |
5.89 |
0.51 |
3.64 |
3.51 |
10 |
Brinker American Hybrid Conservative 30 |
1.27 |
1.54 |
6.98 |
0.56 |
3.52 |
3.14 |
11 |
Frontier Asset Mgt Conservative |
1.46 |
2.72 |
9.63 |
2.72 |
3.45 |
3.64 |
12 |
JPMorgan Tactical 20/80 Model – ENV |
1.49 |
1.91 |
6.29 |
0.08 |
3.20 |
3.13 |
13 |
Global X Core Series Cons ETF Model |
0.93 |
1.85 |
7.14 |
1.22 |
3.16 |
|
14 |
SEI Tactical ETF Conservative |
1.03 |
1.63 |
6.11 |
1.78 |
3.01 |
3.17 |
15 |
Cantor Fitzgerald Taking Income-Consvt |
1.18 |
1.03 |
6.72 |
0.73 |
2.83 |
2.57 |
16 |
Morningstar A/P Conservative |
1.32 |
1.24 |
5.94 |
-0.06 |
2.82 |
2.98 |
21 |
WisdomTree Conservative Allocation |
1.47 |
0.91 |
6.27 |
0.03 |
2.68 |
|
22 |
Brinker Core Plus ETF RB 30 Conservative |
1.18 |
1.87 |
5.42 |
0.53 |
2.67 |
2.67 |
23 |
Morningstar ETF Conservative |
1.33 |
1.27 |
6.13 |
0.00 |
2.63 |
2.66 |
24 |
SMART Portfolio LT (1) Conservative |
1.94 |
4.03 |
9.96 |
0.54 |
2.63 |
3.24 |
25 |
Buckingham DFA GT+ Def |
1.27 |
1.24 |
6.86 |
1.13 |
2.58 |
2.68 |
26 |
Vanguard CORE 20%Equity/80%Fixed Income |
1.34 |
1.13 |
6.35 |
-0.37 |
2.58 |
3.28 |
27 |
FT Conservative ETF |
1.26 |
1.07 |
4.27 |
0.55 |
2.50 |
|
28 |
Symmetry Panoramic 20/80 |
1.53 |
1.42 |
5.91 |
0.09 |
2.38 |
2.41 |
29 |
Benchmark: Morningstar Con Tgt Risk TR USD |
1.32 |
0.76 |
5.26 |
-0.68 |
2.37 |
2.74 |
30 |
Morningstar Wealth Builder Conservative |
1.31 |
1.31 |
6.37 |
-0.64 |
2.36 |
|
31 |
RBA Global Conservative ETF |
1.59 |
0.99 |
2.28 |
-0.27 |
2.31 |
|
32 |
BlackRock 10/90 Target Allocation ETF |
1.19 |
0.73 |
4.34 |
-0.99 |
1.70 |
|
33 |
SMART Portfolio (1) Conservative |
1.68 |
1.95 |
7.03 |
-0.10 |
1.67 |
2.81 |