< View All Portfolios

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