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Canterbury Investment Management Mutual Funds List

Here you can find all mutual funds issued by Canterbury Investment Management and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.

Number of Funds
1
Avg. Expense Ratio
1.98%
Avg. 1 Year Return
30.01%
Avg. 5 Year Return
5.42%
Median Risk/Return Score
84 / 100
Canterbury Investment Management Mutual Funds List

1 result

SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend Yield

Risk / Return Rank

Max. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
Canterbury Portfolio Thermostat FundTactical AllocationAug 1, 20161.98%
16.32%
0.00%
84

Rows per page

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Explore top Canterbury Investment Management Mutual Fund Categories and Asset Classes


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.

0%Annualized Volatility0%Annualized Return

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Best Canterbury Investment Management Mutual funds by Risk/Return Score


SymbolNameRisk / Return RankAUMInception
Canterbury Portfolio Thermostat Fund
84
Aug 2016

Best-Performing Canterbury Investment Management Mutual funds Over 5 Years


SymbolNameReturn 5YAUMInception
Canterbury Portfolio Thermostat Fund
5.42%
Aug 2016

Lowest-Cost Canterbury Investment Management Mutual funds


SymbolNameExpense RatioAUMInception
Canterbury Portfolio Thermostat Fund1.98%Aug 2016

Highest-Yield Canterbury Investment Management Mutual funds


SymbolNameDividend YieldAUMInception
Canterbury Portfolio Thermostat Fund0.00%Aug 2016

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