Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CAPTX (CANTERBURY PORTFOLIO THERMOSTAT FUND INSTITUTIONAL SHARES) | 16.32% | 29.89% | 13.02% | 5.42% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/04/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CAPTX (CANTERBURY PORTFOLIO THERMOSTAT FUND INSTITUTIONAL SHARES) | 08/04/2016 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.28 | 29.89 | 13.02 | 5.42 | NA | NA | NA | … | … | 16.32 | 14.31 | 11.07 | 0.59 | -11.80 | 14.07 | -3.30 | 14.13 | -7.98 | 13.02 | 1.44 |
| Sharpe Ratio | NA | 2.52 | 1.01 | 0.30 | NA | NA | NA | … | … | 3.13 | 1.05 | 0.96 | -0.41 | -1.21 | 1.31 | -0.16 | 1.56 | -0.75 | 1.87 | 0.42 |
| Standard Deviation(%) | NA | 10.84 | 9.57 | 9.77 | NA | NA | NA | … | … | 13.03 | 11.06 | 7.78 | 7.63 | 11.02 | 10.76 | 21.93 | 8.10 | 12.48 | 6.65 | 7.81 |
| Draw Down(%) | NA | 7.81 | 11.27 | 15.88 | NA | NA | NA | … | … | 7.81 | 10.58 | 5.62 | 6.98 | 13.51 | 4.27 | 28.25 | 4.94 | 17.70 | 3.39 | 3.80 |
| Yield(%) | 0.00 | 0.00 | 0.12 | 2.42 | 1.98 | 1.32 | 0.99 | … | … | 0.00 | 0.00 | 0.00 | 0.59 | 0.00 | 13.22 | 0.14 | 1.33 | 1.22 | 1.10 | 0.44 |
Data as of 06/04/2026, Common starting date is 08/04/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAPTX (CANTERBURY PORTFOLIO THERMOSTAT FUND INSTITUTIONAL SHARES) |
-1.70%
Mar 2017 – Mar 2020 |
-0.25%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAPTX (CANTERBURY PORTFOLIO THERMOSTAT FUND INSTITUTIONAL SHARES) |
13.20%
May 2023 – May 2026 |
6.08%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart