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Strategy Leaderboard

Compare 73 tactical and fixed asset allocation strategies ranked by 30-year performance.

Data as of 2026-05-19

Type:
Risk:
Category:
#Strategy 1Y 3Y CAGR Max DD Sharpe (descending)
1
Tactical Permanent StandardTactical Permanent Portfolio
conservativeTactical
14.1%12.6%6.8%-7.2%1.26
2
Permanent Portfolio TacticalPermanent Portfolio
conservativeTactical
16.3%10.8%6.5%-7.3%1.24
3
HAA — SmartStack (Gold+MF)HAA (Hybrid Asset Allocation)
moderateTactical
56.1%21.3%17.6%-15.9%1.20
4
Composite Momentum StandardComposite Momentum
moderateTactical
30.4%19.8%12.7%-19.4%1.18
5
4-3-2-1 Leveraged4-3-2-1 Dragon
moderateFixed
41.5%20.6%21.7%-30.0%1.17
6
RP+Momentum (QQQ/GLD/TLT)Risk Parity Momentum (Schwoerer)
moderateTactical
29.9%18.9%15.0%-16.3%1.15
7
4-3-2-1 Standard4-3-2-1 Dragon
moderateFixed
20.2%10.6%10.8%-15.9%1.15
8
BAA-G12 (Balanced)BAA (Bold Asset Allocation)
moderateTactical
25.9%6.8%11.3%-11.0%1.13
9
Composite Momentum SmartStackComposite Momentum
moderateTactical
39.2%24.6%17.7%-29.1%1.11
10
Composite Momentum AggressiveComposite Momentum
moderateTactical
33.9%20.2%13.7%-13.2%1.10
11
HAA Standard (with QQQ)HAA (Hybrid Asset Allocation)
moderateTactical
38.5%15.7%13.9%-16.8%1.09
12
Golden Ratio
moderateTactical
21.2%15.7%10.7%-19.4%1.09
13
VAA-G4 — SmartStack (Gold+MF)VAA (Vigilant Asset Allocation)
aggressiveTactical
44.6%17.3%17.9%-17.6%1.08
14
4-3-2-1 Capital Efficient4-3-2-1 Dragon
moderateFixed
31.0%18.3%13.3%-24.4%1.07
15
Defense First StandardCarlson's Defense First
conservativeTactical
42.7%24.0%10.9%-15.3%1.07
16
HAA without QQQHAA (Hybrid Asset Allocation)
moderateTactical
32.5%12.3%11.9%-12.4%1.06
17
Quartet 20-20-30-30Return Stacked Quartet
moderateFixed
29.1%17.3%13.5%-27.5%1.05
18
LAA Standard (simplified)LAA (Lethargic Asset Allocation)
moderateTactical
23.0%17.3%10.8%-18.6%1.05
1915.4%12.9%7.3%-17.0%1.05
20
Permanent Portfolio StaticPermanent Portfolio
conservativeTactical
16.1%13.3%7.1%-15.8%1.04
21
ADM — SmartStack (Gold+MF)ADM (Accelerating Dual Momentum)
moderateTactical
28.7%18.0%18.2%-21.6%1.03
22
PAA High ProtectionPAA (Protective Asset Allocation)
moderateTactical
31.2%11.3%9.4%-20.3%1.01
23
PAA Dynamic ProtectionPAA (Protective Asset Allocation)
moderateTactical
33.0%11.9%8.9%-10.2%1.01
24
UIS Standard (SPY/TLT)UIS (Universal Investment Strategy)
moderateTactical
10.5%10.1%10.5%-22.7%1.00
25
All Weather (Dalio)
conservativeFixed
13.6%9.1%7.2%-20.5%1.00
26
HAA — SmartLeverage 1.5xHAA (Hybrid Asset Allocation)
moderateTactical
48.2%17.3%18.7%-24.4%0.99
27
DAA-G12 StandardDAA (Defensive Asset Allocation)
moderateTactical
33.1%14.3%11.0%-18.3%0.98
28
GTAA-5 StandardGTAA (Global Tactical Asset Allocation)
moderateTactical
18.2%8.9%7.4%-16.7%0.96
29
HAA Leveraged (2x)HAA (Hybrid Asset Allocation)
moderateTactical
65.0%24.8%23.2%-30.2%0.95
30
Adaptive AA (10 Assets)Adaptive Asset Allocation
moderateTactical
31.8%13.9%10.1%-19.4%0.94
31
Robust AA AggressiveRobust Asset Allocation
moderateTactical
28.7%17.0%9.7%-17.9%0.93
32
HAA Leveraged no QQQHAA (Hybrid Asset Allocation)
moderateTactical
47.9%14.2%19.7%-28.3%0.91
33
ADM StandardADM (Accelerating Dual Momentum)
moderateTactical
22.5%14.7%14.6%-25.1%0.91
34
NLX HAA 60/40HAA (Hybrid Asset Allocation)
moderateTactical
15.7%11.3%9.1%-20.1%0.91
35
Diversified DM StandardDiversified Dual Momentum
moderateTactical
24.8%13.3%7.9%-20.3%0.91
36
VIX Shield ConservativeVIX Shield
aggressiveTactical
19.5%17.2%9.8%-18.5%0.90
37
Robust AA BalancedRobust Asset Allocation
moderateTactical
28.9%16.3%9.2%-17.5%0.90
38
EAA Golden DefensiveEAA (Elastic Asset Allocation)
moderateTactical
41.1%23.5%7.7%-11.5%0.90
39
Ivy Timing StandardIvy Portfolio
moderateTactical
19.6%9.8%7.2%-17.8%0.90
40
Golden Butterfly
moderateFixed
18.6%13.9%8.0%-17.8%0.88
41
CDM StandardCDM (Composite Dual Momentum)
moderateTactical
17.6%12.1%7.6%-14.3%0.88
42
Growth-Trend Timing StandardGrowth-Trend Timing
moderateTactical
21.1%17.3%12.2%-29.7%0.87
4345.0%24.9%12.1%-16.9%0.87
44
The 12% SolutionThe 12% Solution (Carter)
moderateTactical
17.0%10.4%10.9%-30.7%0.86
45
BAA-G4 (Aggressive)BAA (Bold Asset Allocation)
moderateTactical
16.7%3.3%13.8%-23.2%0.85
46
GTAA-AGG3GTAA (Global Tactical Asset Allocation)
moderateTactical
38.4%14.5%12.3%-15.8%0.84
47
VAA-G4 (T1/B1)VAA (Vigilant Asset Allocation)
aggressiveTactical
32.3%10.7%11.8%-19.8%0.84
48
KDA Top 4KDA (Kipnis Defensive Adaptive)
moderateTactical
32.7%13.6%7.4%-24.3%0.83
49
EAA Golden OffensiveEAA (Elastic Asset Allocation)
moderateTactical
42.0%24.5%8.6%-12.7%0.82
50
ADM — SmartLeverage 1.5xADM (Accelerating Dual Momentum)
moderateTactical
24.0%17.3%17.3%-37.0%0.81
51
Alpha-One Momentum (Standard)Alpha-One Momentum
Tactical
20.9%15.6%13.6%-24.4%0.80
52
VAA-G4 — SmartLeverage 1.5xVAA (Vigilant Asset Allocation)
aggressiveTactical
41.0%12.8%16.3%-26.7%0.79
53
Mama Bear StandardMama Bear Portfolio
conservativeTactical
37.6%13.4%11.1%-16.6%0.79
54
Paired Switching (SPY/TLT)Paired Switching (Glenn)
moderateTactical
18.5%11.7%10.8%-30.3%0.72
55
SPY 200MA Band Timer (Standard)SPY 200MA Band Timer (Sadek)
moderateTactical
24.8%16.3%9.9%-19.0%0.72
56
GEM StandardGEM (Global Equities Momentum)
moderateTactical
25.6%17.9%11.3%-20.7%0.70
57
Papa Bear StandardPapa Bear Portfolio
conservativeTactical
35.1%16.1%10.6%-22.2%0.70
58
Gold Cross-Asset (GLD+IEF)Gold Cross-Asset Momentum
moderateTactical
37.8%25.6%8.8%-28.8%0.69
59
KDA Top 6KDA (Kipnis Defensive Adaptive)
moderateTactical
22.1%10.7%5.8%-24.9%0.69
60
Growth-Inflation ConcentratedGrowth-Inflation Sector Timing
aggressiveTactical
48.9%21.3%14.1%-33.8%0.66
61
VIX Shield StandardVIX Shield
aggressiveTactical
24.9%21.4%12.9%-46.7%0.66
62
Classic 60/40
moderateFixed
16.0%14.7%8.3%-30.5%0.65
63
Bogleheads Three-Fund (40/20/40)Bogleheads Three-Fund
moderateFixed
15.6%13.4%7.5%-32.7%0.63
64
Simple Path (75/25)Simple Path to Wealth
aggressiveFixed
18.1%17.1%9.2%-38.4%0.59
65
VIX Shield LeveragedVIX Shield
aggressiveTactical
61.2%44.2%22.6%-82.9%0.58
66
Swensen Yale (6 Funds)Swensen Yale Endowment
moderateFixed
14.8%12.8%8.2%-39.3%0.56
67
Bogleheads Three-Fund (60/20/20)Bogleheads Three-Fund
moderateFixed
19.6%17.1%8.6%-42.7%0.54
68
Core-4 (80/20)Core-4 (Ferri)
moderateFixed
18.6%16.0%8.5%-43.8%0.53
69
Coffeehouse (7 Funds)Coffeehouse
moderateFixed
14.4%10.8%7.1%-33.1%0.53
70
100% US Stock Market
aggressiveFixed
23.0%21.8%10.3%-50.1%0.50
71
Simple Path (100% Stocks)Simple Path to Wealth
aggressiveFixed
23.2%21.9%10.3%-50.1%0.50
72
Growth-Inflation DiversifiedGrowth-Inflation Sector Timing
aggressiveTactical
25.5%11.3%9.1%-34.7%0.50
73
Global Stock Market (60/40)Global Stock Market
aggressiveFixed
24.3%19.9%8.8%-53.3%0.44

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About this leaderboard

This leaderboard ranks tactical and fixed asset allocation strategies by their trailing returns over multiple time horizons. All performance data comes from rigorous backtests using actual ETF prices and proxy chains extending back to 2000 or earlier.

Trailing returns (1M, 3M, YTD, 1Y) show recent cumulative performance. Multi-year returns (3Y, 5Y) are annualized. CAGR represents the compound annual growth rate since inception.

Risk metrics include maximum drawdown (worst peak-to-trough decline), Sharpe ratio (risk-adjusted return), Sortino ratio (downside-adjusted return), and annualized volatility.

Strategy categories include momentum, trend-following, risk parity, mean reversion, and static/fixed allocations from respected authors like Keller, Dalio, Bernstein, Ferri, and others.

Past performance is not indicative of future results. All returns shown are backtested using historical data and may not reflect actual trading results. Backtests are subject to look-ahead bias, survivorship bias, and other limitations. This is not financial advice. Always do your own research before investing.