Canterbury Portfolio Thermostat Fund (CAPTX) belongs to the Tactical Allocation category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CAPTX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CAPTX
CAPTX charges 1.98% annually. There are 67 mutual funds in the Tactical Allocation category with lower expense ratios, going as low as 0.19%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Growth and Income Strategy Portfolio | 0.19% | — | Jan 1998 | CAPTX vs GOIIX | |
| Goldman Sachs Balanced Strategy Portfolio | 0.19% | — | Jan 1998 | CAPTX vs GIPIX | |
| PIMCO All Asset All Authority Fund | 0.21% | — | Oct 2003 | CAPTX vs PAUIX | |
| Columbia Thermostat Fund | 0.24% | — | Sep 2002 | CAPTX vs COTZX | |
| GuidePath Flexible Income Allocation Fund | 0.50% | — | Aug 2012 | CAPTX vs GPIFX |
Best Risk-Adjusted Alternatives to CAPTX
CAPTX has a PortfoliosLab risk / return rank of 89. There are 8 mutual funds in the Tactical Allocation category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Astor Dynamic Allocation Fund | 94 | — | Oct 2009 | CAPTX vs ASTIX | |
| Potomac Defensive Bull Fund | 93 | — | Jun 2020 | CAPTX vs CRDBX | |
| Teberg Fund | 92 | — | Mar 2002 | CAPTX vs TEBRX | |
| Donoghue Forlines Tactical Allocation Fund | 92 | — | Apr 2018 | CAPTX vs GTAIX | |
| Donoghue Forlines Momentum Fund | 92 | — | Dec 2016 | CAPTX vs MOJOX |
Top Performing CAPTX Alternatives (YTD)
CAPTX is at 18.41% YTD. There are 6 mutual funds in the Tactical Allocation category with higher YTD returns, going as high as 52.24%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Quantified Evolution Plus Fund | 52.24% | — | Sep 2019 | CAPTX vs QEVOX | |
| Donoghue Forlines Momentum Fund | 43.41% | — | Dec 2016 | CAPTX vs MOJOX | |
| Teberg Fund | 32.96% | — | Mar 2002 | CAPTX vs TEBRX | |
| Quantified STF Fund | 25.73% | — | Nov 2015 | CAPTX vs QSTFX | |
| Quantified Market Leaders Fund | 21.38% | — | Aug 2013 | CAPTX vs QMLFX |
Lowest Volatility Alternatives to CAPTX
CAPTX has 11.75% 1-year volatility. There are 55 mutual funds in the Tactical Allocation category with lower 1-year volatility, going as low as 2.50%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | 2.50% | — | Aug 2012 | CAPTX vs GPIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 2.68% | — | Apr 2012 | CAPTX vs SIOAX | |
| Goldman Sachs TacticalTiltOverlayFund | 2.78% | — | Jul 2014 | CAPTX vs TTIFX | |
| Hundredfold Select Alternative Fund | 4.74% | — | Aug 2004 | CAPTX vs SFHYX | |
| Hundredfold Select Alternative Fund Investor Class | 4.75% | — | — | CAPTX vs HFSAX |
Lowest Drawdown Alternatives to CAPTX
CAPTX has a 1-year max drawdown of -7.81%. There are 52 mutual funds in the Tactical Allocation category with shallower 1-year drawdowns, going as shallow as -1.69%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | -1.69% | — | Aug 2012 | CAPTX vs GPIFX | |
| AQR Diversifying Strategies Fund Class N | -1.97% | — | Jun 2020 | CAPTX vs QDSNX | |
| Goldman Sachs TacticalTiltOverlayFund | -2.11% | — | Jul 2014 | CAPTX vs TTIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | -2.34% | — | Apr 2012 | CAPTX vs SIOAX | |
| Hussman Strategic Total Return Fund | -2.42% | — | Sep 2002 | CAPTX vs HSTRX |
Often Compared With CAPTX
Investors most often compare CAPTX with ABRZX, ABRYX, UPAAX. These 5 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Invesco Balanced-Risk Allocation Fund Class A | Tactical Allocation | 88 | 17.65% | — | Jun 2009 | CAPTX vs ABRZX | |
| Invesco Balanced-Risk Allocation Fund | Tactical Allocation | 89 | 17.84% | — | Jun 2009 | CAPTX vs ABRYX | |
| Upright Assets Allocation Plus Fund | Tactical Allocation | — | — | — | Oct 2017 | CAPTX vs UPAAX | |
| PIMCO Dynamic Income Strategy Fund | Tactical Allocation | 5 | 15.50% | — | Feb 2019 | CAPTX vs PDX | |
| RESQ Dynamic Allocation Fund | Tactical Allocation | 91 | 8.93% | — | Dec 2013 | CAPTX vs RQEIX |
Compare CAPTX with Any Fund or Stock
Compare CAPTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CAPTX with funds that move differently
Canterbury Portfolio Thermostat Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CAPTX.
Explore CAPTX Diversifiers