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 54 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 | CRTBX vs GIPIX | |
| Goldman Sachs Growth and Income Strategy Portfolio | 0.19% | — | Jan 1998 | CRTBX vs GOIIX | |
| 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 72. There are 26 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 | CRTBX vs ASTIX | |
| Hussman Strategic Total Return Fund | 95 | — | Sep 2002 | CRTBX vs HSTRX | |
| PIMCO All Asset Fund | 95 | — | Nov 2002 | CRTBX vs PAAIX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 94 | — | Apr 2012 | CRTBX vs SIOAX | |
| PIMCO All Asset Fund Class A | 94 | — | Apr 2008 | CRTBX vs PASAX |
Top Performing CRTBX Alternatives (YTD)
CRTBX is at 8.72% YTD. There are 24 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 | CRTBX vs QEVOX | |
| Donoghue Forlines Momentum Fund | 33.55% | — | Dec 2016 | CRTBX vs MOJOX | |
| Teberg Fund | 21.81% | — | Mar 2002 | CRTBX vs TEBRX | |
| PIMCO Dynamic Income Strategy Fund | 19.01% | — | Feb 2019 | CRTBX vs PDX | |
| Potomac Defensive Bull Fund | 18.43% | — | Jun 2020 | CRTBX vs CRDBX |
Lowest Volatility Alternatives to CRTBX
CRTBX has 10.03% 1-year volatility. There are 40 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 | CRTBX vs GPIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 2.81% | — | Apr 2012 | CRTBX vs SIOAX | |
| Goldman Sachs TacticalTiltOverlayFund | 2.83% | — | Jul 2014 | CRTBX vs TTIFX | |
| OnTrack Core Fund | 4.15% | — | Jan 2013 | CRTBX vs OTRFX | |
| Hussman Strategic Total Return Fund | 4.31% | — | Sep 2002 | CRTBX vs HSTRX |
Lowest Drawdown Alternatives to CRTBX
CRTBX has a 1-year max drawdown of -5.35%. There are 24 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 | |
| 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 | -2.48% | — | Sep 2002 | CRTBX vs HSTRX | |
| Astor Dynamic Allocation Fund | -2.77% | — | Oct 2009 | CRTBX vs ASTIX |
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 | 37 | 0.91% | — | Jun 2020 | CRTBX vs CRMVX | |
| Potomac Tactical Opportunities Fund | Tactical Allocation | 34 | 4.98% | — | Jun 2020 | CRTBX vs CRTOX |
Often Compared With CRTBX
Investors most often compare CRTBX with SFHYX, ABRZX, PBAIX. These 12 comparison targets span 1 categories, based on PortfoliosLab usage data.
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