Potomac Tactical Opportunities Fund (CRTOX) 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 CRTOX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CRTOX
CRTOX charges 1.63% annually. There are 53 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 | CRTOX vs GIPIX | |
| Goldman Sachs Growth and Income Strategy Portfolio | 0.19% | — | Jan 1998 | CRTOX vs GOIIX | |
| PIMCO All Asset All Authority Fund | 0.21% | — | Oct 2003 | CRTOX vs PAUIX | |
| Columbia Thermostat Fund | 0.24% | — | Sep 2002 | CRTOX vs COTZX | |
| GuidePath Flexible Income Allocation Fund | 0.50% | — | Aug 2012 | CRTOX vs GPIFX |
Best Risk-Adjusted Alternatives to CRTOX
CRTOX has a PortfoliosLab risk / return rank of 49. There are 55 mutual funds in the Tactical Allocation category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Astor Dynamic Allocation Fund | 97 | — | Oct 2009 | CRTOX vs ASTIX | |
| Invesco Balanced-Risk Allocation Fund | 95 | — | Jun 2009 | CRTOX vs ABRYX | |
| Invesco Balanced-Risk Allocation Fund Class A | 95 | — | Jun 2009 | CRTOX vs ABRZX | |
| RESQ Dynamic Allocation Fund | 95 | — | Dec 2013 | CRTOX vs RQEIX | |
| Potomac Defensive Bull Fund | 93 | — | Jun 2020 | CRTOX vs CRDBX |
Top Performing CRTOX Alternatives (YTD)
CRTOX is at 9.26% YTD. There are 31 mutual funds in the Tactical Allocation category with higher YTD returns, going as high as 55.72%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Quantified Evolution Plus Fund | 55.72% | — | Sep 2019 | CRTOX vs QEVOX | |
| Donoghue Forlines Momentum Fund | 37.80% | — | Dec 2016 | CRTOX vs MOJOX | |
| Teberg Fund | 29.45% | — | Mar 2002 | CRTOX vs TEBRX | |
| Invesco Balanced-Risk Allocation Fund | 21.28% | — | Jun 2009 | CRTOX vs ABRYX | |
| Invesco Balanced-Risk Allocation Fund Class A | 21.20% | — | Jun 2009 | CRTOX vs ABRZX |
Lowest Volatility Alternatives to CRTOX
CRTOX has 14.17% 1-year volatility. There are 66 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 | CRTOX vs GPIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 2.58% | — | Apr 2012 | CRTOX vs SIOAX | |
| Goldman Sachs TacticalTiltOverlayFund | 2.74% | — | Jul 2014 | CRTOX vs TTIFX | |
| Hundredfold Select Alternative Fund | 4.53% | — | Aug 2004 | CRTOX vs SFHYX | |
| Hundredfold Select Alternative Fund Investor Class | 4.53% | — | — | CRTOX vs HFSAX |
Lowest Drawdown Alternatives to CRTOX
CRTOX has a 1-year max drawdown of -9.93%. There are 64 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 | CRTOX vs GPIFX | |
| AQR Diversifying Strategies Fund Class N | -1.97% | — | Jun 2020 | CRTOX vs QDSNX | |
| Goldman Sachs TacticalTiltOverlayFund | -2.11% | — | Jul 2014 | CRTOX vs TTIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | -2.34% | — | Apr 2012 | CRTOX vs SIOAX | |
| Hussman Strategic Total Return Fund | -2.42% | — | Sep 2002 | CRTOX vs HSTRX |
Other Mutual Funds from Potomac Fund Management Inc.
The 2 most viewed Potomac Fund Management Inc. mutual funds shown here include CRMVX, CRTBX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Potomac Managed Volatility Fund | Multisector Bonds | 70 | 2.22% | — | Jun 2020 | CRTOX vs CRMVX | |
| Potomac Tactical Rotation Fund | Tactical Allocation | 77 | 9.28% | — | Jun 2020 | CRTOX vs CRTBX |
Often Compared With CRTOX
Investors most often compare CRTOX with PBAIX, PDX, DRRIX. 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 | 66 | 9.80% | — | Jun 1993 | CRTOX vs PBAIX | |
| PIMCO Dynamic Income Strategy Fund | Tactical Allocation | 10 | 18.39% | — | Feb 2019 | CRTOX vs PDX | |
| BNY Mellon Global Real Return Fund - Class I | Tactical Allocation | 79 | 7.29% | — | May 2010 | CRTOX vs DRRIX | |
| PIMCO All Asset Fund Class A | Tactical Allocation | 90 | 9.23% | — | Apr 2008 | CRTOX vs PASAX | |
| PIMCO All Asset Fund | Tactical Allocation | 91 | 9.42% | — | Nov 2002 | CRTOX vs PAAIX | |
| Upright Assets Allocation Plus Fund | Tactical Allocation | — | — | — | Oct 2017 | CRTOX vs UPAAX | |
| Donoghue Forlines Tactical Allocation Fund | Tactical Allocation | 89 | 12.59% | — | Apr 2018 | CRTOX vs GTAIX |
Compare CRTOX with Any Fund or Stock
Compare CRTOX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CRTOX with funds that move differently
Potomac Tactical Opportunities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CRTOX.
Explore CRTOX Diversifiers