2019 - Q2 Peer Review

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Peer Relative Performance in the second quarter was solid. Markets continued to rebound and my tactical portfolio's were relatively aggressive. The one year numbers are particularly good and have been steadily above 80th percentile. The following is a review of all of the Morningstar monitored tactical asset allocation funds relative to my three funds.

Return percentiles as of June 30, 2019. The % tells where the fund ranks during that period (100% would be the top performing fund, 0% would be the bottom)

            3 Mo            1 Yr          3 Yrs    5 Yrs   
Equal             67%             83%          -na-     -na-    
TA             88%             93%          -na-     -na-    
Enhanced             58%             83%          -na-     -na-      

Universe Size and Returns:

# of Funds   266    261-na-      -na-   

Max Return		  
  9.80%		   
12.21%
-na-		      
      -na-		       
Equal
TA
Enhanced

Min Return		  3.07%
  3.93%
  2.82%

-3.43%		  5.64%
  8.93%
  5.63%

-8.27%		-na-
-na-
-na-

-na-		      -na-
      -na-
      -na-

      -na- 		               


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