Potomac Tactical Rotation Fund (CRTBX) 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 CRTBX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CRTBX
CRTBX charges 1.58% annually. There are 52 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 | CRTBX vs GOIIX | |
| Goldman Sachs Balanced Strategy Portfolio | 0.19% | — | Jan 1998 | CRTBX vs GIPIX | |
| PIMCO All Asset All Authority Fund | 0.21% | — | Oct 2003 | CRTBX vs PAUIX | |
| Columbia Thermostat Fund | 0.24% | — | Sep 2002 | CRTBX vs COTZX | |
| GuidePath Flexible Income Allocation Fund | 0.50% | — | Aug 2012 | CRTBX vs GPIFX |
Best Risk-Adjusted Alternatives to CRTBX
CRTBX has a PortfoliosLab risk / return rank of 73. There are 25 mutual funds in the Tactical Allocation category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| RESQ Dynamic Allocation Fund | 95 | — | Dec 2013 | CRTBX vs RQEIX | |
| Invesco Balanced-Risk Allocation Fund | 95 | — | Jun 2009 | CRTBX vs ABRYX | |
| Invesco Balanced-Risk Allocation Fund Class A | 95 | — | Jun 2009 | CRTBX vs ABRZX | |
| Potomac Defensive Bull Fund | 94 | — | Jun 2020 | CRTBX vs CRDBX | |
| AQR Diversifying Strategies Fund Class N | 93 | — | Jun 2020 | CRTBX vs QDSNX |
Top Performing CRTBX Alternatives (YTD)
CRTBX is at 8.44% YTD. There are 38 mutual funds in the Tactical Allocation category with higher YTD returns, going as high as 54.73%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Quantified Evolution Plus Fund | 54.73% | — | Sep 2019 | CRTBX vs QEVOX | |
| Donoghue Forlines Momentum Fund | 34.70% | — | Dec 2016 | CRTBX vs MOJOX | |
| Teberg Fund | 26.95% | — | Mar 2002 | CRTBX vs TEBRX | |
| Invesco Balanced-Risk Allocation Fund | 20.33% | — | Jun 2009 | CRTBX vs ABRYX | |
| Invesco Balanced-Risk Allocation Fund Class A | 20.22% | — | Jun 2009 | CRTBX vs ABRZX |
Lowest Volatility Alternatives to CRTBX
CRTBX has 9.23% 1-year volatility. There are 40 mutual funds in the Tactical Allocation category with lower 1-year volatility, going as low as 2.41%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | 2.41% | — | Aug 2012 | CRTBX vs GPIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 2.59% | — | Apr 2012 | CRTBX vs SIOAX | |
| Goldman Sachs TacticalTiltOverlayFund | 2.75% | — | Jul 2014 | CRTBX vs TTIFX | |
| Hundredfold Select Alternative Fund Investor Class | 4.54% | — | — | CRTBX vs HFSAX | |
| Hundredfold Select Alternative Fund | 4.54% | — | Aug 2004 | CRTBX vs SFHYX |
Lowest Drawdown Alternatives to CRTBX
CRTBX has a 1-year max drawdown of -5.35%. There are 23 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 | CRTBX vs GPIFX | |
| AQR Diversifying Strategies Fund Class N | -1.97% | — | Jun 2020 | CRTBX vs QDSNX | |
| Goldman Sachs TacticalTiltOverlayFund | -2.11% | — | Jul 2014 | CRTBX vs TTIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | -2.34% | — | Apr 2012 | CRTBX vs SIOAX | |
| Hussman Strategic Total Return Fund | -2.42% | — | Sep 2002 | CRTBX vs HSTRX |
Other Mutual Funds from Potomac Fund Management Inc.
The 2 most viewed Potomac Fund Management Inc. mutual funds shown here include CRMVX, CRTOX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Potomac Managed Volatility Fund | Multisector Bonds | 69 | 2.01% | — | Jun 2020 | CRTBX vs CRMVX | |
| Potomac Tactical Opportunities Fund | Tactical Allocation | 49 | 7.97% | — | Jun 2020 | CRTBX vs CRTOX |
Often Compared With CRTBX
Investors most often compare CRTBX with PBAIX, PDX, PASAX. These 7 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock Tactical Opportunities Fund Institutiona... | Tactical Allocation | 76 | 10.25% | — | Jun 1993 | CRTBX vs PBAIX | |
| PIMCO Dynamic Income Strategy Fund | Tactical Allocation | 14 | 19.22% | — | Feb 2019 | CRTBX vs PDX | |
| PIMCO All Asset Fund Class A | Tactical Allocation | 89 | 8.70% | — | Apr 2008 | CRTBX vs PASAX | |
| Upright Assets Allocation Plus Fund | Tactical Allocation | — | — | — | Oct 2017 | CRTBX vs UPAAX | |
| PIMCO All Asset Fund | Tactical Allocation | 90 | 8.89% | — | Nov 2002 | CRTBX vs PAAIX | |
| Donoghue Forlines Tactical Allocation Fund | Tactical Allocation | 88 | 11.71% | — | Apr 2018 | CRTBX vs GTAIX | |
| Astor Dynamic Allocation Fund | Tactical Allocation | 86 | 8.54% | — | Oct 2009 | CRTBX vs ASTIX |
Compare CRTBX with Any Fund or Stock
Compare CRTBX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CRTBX with funds that move differently
Potomac Tactical Rotation Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CRTBX.
Explore CRTBX Diversifiers