Spectrum Active Advantage Fund (SAPEX) Alternatives
Spectrum Active Advantage Fund (SAPEX) 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 SAPEX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to SAPEX
SAPEX charges 1.69% annually. Among mutual funds in the Tactical Allocation category, these options have the lowest expense ratios among SAPEX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Goldman Sachs Balanced Strategy Portfolio | 0.19% | Jan 1, 1998 | SAPEX vs GIPIX | |
| Goldman Sachs Growth and Income Strategy Portfolio | 0.19% | Jan 1, 1998 | SAPEX vs GOIIX | |
| PIMCO All Asset All Authority Fund | 0.21% | Oct 30, 2003 | SAPEX vs PAUIX | |
| Columbia Thermostat Fund | 0.24% | Sep 24, 2002 | SAPEX vs COTZX | |
| GuidePath Flexible Income Allocation Fund | 0.50% | Aug 30, 2012 | SAPEX vs GPIFX |
Best Risk-Adjusted Alternatives to SAPEX
Among mutual funds in the Tactical Allocation category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Hussman Strategic Total Return Fund | 97 | Sep 11, 2002 | SAPEX vs HSTRX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 93 | Apr 8, 2012 | SAPEX vs SIOAX | |
| Hundredfold Select Alternative Fund Investor Class | 93 | — | SAPEX vs HFSAX | |
| Conquer Risk Defensive Bull Fund | 92 | Jun 30, 2020 | SAPEX vs CRDBX | |
| Donoghue Forlines Momentum Fund | 92 | Dec 22, 2016 | SAPEX vs MOJOX |
Top Performing SAPEX Alternatives (YTD)
SAPEX alternatives from the Tactical Allocation category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Quantified Evolution Plus Fund | 38.56% | Sep 29, 2019 | SAPEX vs QEVOX | |
| PIMCO Dynamic Income Strategy Fund | 19.83% | Feb 1, 2019 | SAPEX vs PDX | |
| Donoghue Forlines Momentum Fund | 11.81% | Dec 22, 2016 | SAPEX vs MOJOX | |
| Invesco Balanced-Risk Allocation Fund | 11.77% | Jun 1, 2009 | SAPEX vs ABRYX | |
| Invesco Balanced-Risk Allocation Fund Class A | 11.64% | Jun 2, 2009 | SAPEX vs ABRZX |
Lowest Volatility Alternatives to SAPEX
SAPEX alternatives from the Tactical Allocation category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | 2.73% | Aug 30, 2012 | SAPEX vs GPIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 3.36% | Apr 8, 2012 | SAPEX vs SIOAX | |
| Goldman Sachs TacticalTiltOverlayFund | 4.39% | Jul 30, 2014 | SAPEX vs TTIFX | |
| Hundredfold Select Alternative Fund Investor Class | 4.41% | — | SAPEX vs HFSAX | |
| Hundredfold Select Alternative Fund | 4.41% | Aug 31, 2004 | SAPEX vs SFHYX |
Lowest Drawdown Alternatives to SAPEX
SAPEX alternatives from the Tactical Allocation category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Goldman Sachs TacticalTiltOverlayFund | -2.66% | Jul 30, 2014 | SAPEX vs TTIFX | |
| Hussman Strategic Total Return Fund | -3.14% | Sep 11, 2002 | SAPEX vs HSTRX | |
| SEI Institutional Managed Trust Multi-Asset Income... | -3.20% | Apr 8, 2012 | SAPEX vs SIOAX | |
| GuidePath Flexible Income Allocation Fund | -3.50% | Aug 30, 2012 | SAPEX vs GPIFX | |
| Hundredfold Select Alternative Fund Investor Class | -3.68% | — | SAPEX vs HFSAX |
Other Mutual Funds from Advisors Preferred
Most popular Advisors Preferred mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Spectrum Low Volatility Fund | Nontraditional Bonds | 89 | 0.21% | Dec 15, 2013 | SAPEX vs SVARX | |
| OnTrack Core Fund | Macro Trading | 92 | 3.15% | Jan 14, 2013 | SAPEX vs OTRFX | |
| Kensington Managed Income Fund | Nontraditional Bonds | 39 | -1.31% | May 30, 2019 | SAPEX vs KAMIX | |
| Quantified Alternative Investment Fund | Macro Trading | 90 | 3.15% | Aug 8, 2013 | SAPEX vs QALTX | |
| Quantified Pattern Recognition Fund | Diversified Portfolio | 60 | -9.64% | Aug 29, 2019 | SAPEX vs QSPMX | |
| Quantified STF Fund | Tactical Allocation | 23 | -12.01% | Nov 12, 2015 | SAPEX vs QSTFX | |
| Quantified Market Leaders Fund | Tactical Allocation | 18 | -3.62% | Aug 8, 2013 | SAPEX vs QMLFX | |
| Quantified Managed Income Fund | Diversified Portfolio | 26 | -0.76% | Aug 8, 2013 | SAPEX vs QBDSX | |
| Quantified Common Ground Fund | Mid Cap Blend Equities | 21 | 2.93% | Dec 26, 2019 | SAPEX vs QCGDX | |
| Quantified Tactical Sectors Fund | Large Cap Blend Equities | 23 | -6.08% | Mar 3, 2021 | SAPEX vs QTSSX |
Often Compared With SAPEX
What investors most often compare with SAPEX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | SAPEX vs VOO | |
| Invesco QQQ ETF | Large Cap Growth Equities | 69 | -5.93% | Mar 10, 1999 | SAPEX vs QQQ | |
| Quantified Tactical Fixed Income Fund | Nontraditional Bonds | 0 | -3.93% | Sep 12, 2019 | SAPEX vs QFITX |
Compare SAPEX with Any Fund or Stock
Compare SAPEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.