Ocean Park Tactical All Asset Fund (SIRIX) 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 SIRIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SIRIX
SIRIX charges 1.70% annually. There are 58 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 | SIRIX vs GOIIX | |
| Goldman Sachs Balanced Strategy Portfolio | 0.19% | — | Jan 1998 | SIRIX vs GIPIX | |
| PIMCO All Asset All Authority Fund | 0.21% | — | Oct 2003 | SIRIX vs PAUIX | |
| Columbia Thermostat Fund | 0.24% | — | Sep 2002 | SIRIX vs COTZX | |
| GuidePath Flexible Income Allocation Fund | 0.50% | — | Aug 2012 | SIRIX vs GPIFX |
Best Risk-Adjusted Alternatives to SIRIX
SIRIX has a PortfoliosLab risk / return rank of 35. There are 58 mutual funds in the Tactical Allocation category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Astor Dynamic Allocation Fund | 95 | — | Oct 2009 | SIRIX vs ASTIX | |
| Hussman Strategic Total Return Fund | 95 | — | Sep 2002 | SIRIX vs HSTRX | |
| PIMCO All Asset Fund | 95 | — | Nov 2002 | SIRIX vs PAAIX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 94 | — | Apr 2012 | SIRIX vs SIOAX | |
| PIMCO All Asset Fund Class A | 94 | — | Apr 2008 | SIRIX vs PASAX |
Top Performing SIRIX Alternatives (YTD)
SIRIX is at 3.27% YTD. There are 65 mutual funds in the Tactical Allocation category with higher YTD returns, going as high as 43.03%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Quantified Evolution Plus Fund | 43.03% | — | Sep 2019 | SIRIX vs QEVOX | |
| Donoghue Forlines Momentum Fund | 33.55% | — | Dec 2016 | SIRIX vs MOJOX | |
| Teberg Fund | 21.81% | — | Mar 2002 | SIRIX vs TEBRX | |
| PIMCO Dynamic Income Strategy Fund | 19.01% | — | Feb 2019 | SIRIX vs PDX | |
| Potomac Defensive Bull Fund | 18.43% | — | Jun 2020 | SIRIX vs CRDBX |
Lowest Volatility Alternatives to SIRIX
SIRIX has 7.17% 1-year volatility. There are 21 mutual funds in the Tactical Allocation category with lower 1-year volatility, going as low as 2.54%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | 2.54% | — | Aug 2012 | SIRIX vs GPIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 2.81% | — | Apr 2012 | SIRIX vs SIOAX | |
| Goldman Sachs TacticalTiltOverlayFund | 2.83% | — | Jul 2014 | SIRIX vs TTIFX | |
| OnTrack Core Fund | 4.15% | — | Jan 2013 | SIRIX vs OTRFX | |
| Hussman Strategic Total Return Fund | 4.31% | — | Sep 2002 | SIRIX vs HSTRX |
Lowest Drawdown Alternatives to SIRIX
SIRIX has a 1-year max drawdown of -5.42%. There are 25 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 | SIRIX vs GPIFX | |
| Goldman Sachs TacticalTiltOverlayFund | -2.11% | — | Jul 2014 | SIRIX vs TTIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | -2.34% | — | Apr 2012 | SIRIX vs SIOAX | |
| Hussman Strategic Total Return Fund | -2.48% | — | Sep 2002 | SIRIX vs HSTRX | |
| Astor Dynamic Allocation Fund | -2.77% | — | Oct 2009 | SIRIX vs ASTIX |
Other Mutual Funds from Ocean Park
The 4 most viewed Ocean Park mutual funds shown here include STBNX, STMYX, SSIIX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Ocean Park Tactical Bond Fund | Nontraditional Bonds | 39 | 0.83% | — | Sep 2019 | SIRIX vs STBNX | |
| Ocean Park Tactical Municipal Fund | High Yield Muni | 76 | 0.97% | — | Dec 2018 | SIRIX vs STMYX | |
| Ocean Park Tactical Core Income Fund | Nontraditional Bonds | 28 | 0.05% | — | Dec 2011 | SIRIX vs SSIIX | |
| Ocean Park Tactical Core Income Fund Institutional... | Intermediate Core-Plus Bond | 23 | -0.46% | — | Dec 2011 | SIRIX vs SSIRX |
Often Compared With SIRIX
Investors most often compare SIRIX with UPAAX, HFSAX, GTAIX. These 12 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare SIRIX with Any Fund or Stock
Compare SIRIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SIRIX with funds that move differently
Ocean Park Tactical All Asset Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SIRIX.
Explore SIRIX Diversifiers