Potomac Defensive Bull Fund (CRDBX) 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 CRDBX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CRDBX
CRDBX charges 1.24% annually. There are 30 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 Balanced Strategy Portfolio | 0.19% | — | Jan 1998 | CRDBX vs GIPIX | |
| Goldman Sachs Growth and Income Strategy Portfolio | 0.19% | — | Jan 1998 | CRDBX vs GOIIX | |
| PIMCO All Asset All Authority Fund | 0.21% | — | Oct 2003 | CRDBX vs PAUIX | |
| Columbia Thermostat Fund | 0.24% | — | Sep 2002 | CRDBX vs COTZX | |
| GuidePath Flexible Income Allocation Fund | 0.50% | — | Aug 2012 | CRDBX vs GPIFX |
Best Risk-Adjusted Alternatives to CRDBX
CRDBX has a PortfoliosLab risk / return rank of 89. There are 9 mutual funds in the Tactical Allocation category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Astor Dynamic Allocation Fund | 93 | — | Oct 2009 | CRDBX vs ASTIX | |
| Hussman Strategic Total Return Fund | 92 | — | Sep 2002 | CRDBX vs HSTRX | |
| Donoghue Forlines Momentum Fund | 92 | — | Dec 2016 | CRDBX vs MOJOX | |
| Donoghue Forlines Tactical Allocation Fund | 91 | — | Apr 2018 | CRDBX vs GTAIX | |
| AQR Diversifying Strategies Fund Class N | 91 | — | Jun 2020 | CRDBX vs QDSNX |
Top Performing CRDBX Alternatives (YTD)
CRDBX is at 22.18% YTD. There are 4 mutual funds in the Tactical Allocation category with higher YTD returns, going as high as 50.00%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Quantified Evolution Plus Fund | 50.00% | — | Sep 2019 | CRDBX vs QEVOX | |
| Donoghue Forlines Momentum Fund | 40.75% | — | Dec 2016 | CRDBX vs MOJOX | |
| Teberg Fund | 27.65% | — | Mar 2002 | CRDBX vs TEBRX | |
| Quantified STF Fund | 25.79% | — | Nov 2015 | CRDBX vs QSTFX | |
| PIMCO Dynamic Income Strategy Fund | 18.45% | — | Feb 2019 | CRDBX vs PDX |
Lowest Volatility Alternatives to CRDBX
CRDBX has 15.64% 1-year volatility. There are 68 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 | CRDBX vs GPIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 2.71% | — | Apr 2012 | CRDBX vs SIOAX | |
| Goldman Sachs TacticalTiltOverlayFund | 2.82% | — | Jul 2014 | CRDBX vs TTIFX | |
| Hussman Strategic Total Return Fund | 4.65% | — | Sep 2002 | CRDBX vs HSTRX | |
| Hundredfold Select Alternative Fund | 4.73% | — | Aug 2004 | CRDBX vs SFHYX |
Lowest Drawdown Alternatives to CRDBX
CRDBX has a 1-year max drawdown of -7.13%. There are 40 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 | CRDBX vs GPIFX | |
| Goldman Sachs TacticalTiltOverlayFund | -2.11% | — | Jul 2014 | CRDBX vs TTIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | -2.34% | — | Apr 2012 | CRDBX vs SIOAX | |
| Hussman Strategic Total Return Fund | -2.42% | — | Sep 2002 | CRDBX vs HSTRX | |
| Astor Dynamic Allocation Fund | -2.77% | — | Oct 2009 | CRDBX vs ASTIX |
Other Mutual Funds from Potomac Fund Management Inc.
The 3 most viewed Potomac Fund Management Inc. mutual funds shown here include CRMVX, CRTBX, CRTOX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Potomac Managed Volatility Fund | Multisector Bonds | 46 | 1.81% | — | Jun 2020 | CRDBX vs CRMVX | |
| Potomac Tactical Rotation Fund | Tactical Allocation | 67 | 9.55% | — | Jun 2020 | CRDBX vs CRTBX | |
| Potomac Tactical Opportunities Fund | Tactical Allocation | 50 | 9.56% | — | Jun 2020 | CRDBX vs CRTOX |
Often Compared With CRDBX
Investors most often compare CRDBX with SPY, SFLR, VOO. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare CRDBX with Any Fund or Stock
Compare CRDBX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CRDBX with funds that move differently
Potomac Defensive Bull Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CRDBX.
Explore CRDBX Diversifiers