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 55 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 34. There are 64 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 | CRTOX vs ASTIX | |
| PIMCO All Asset Fund | 95 | — | Nov 2002 | CRTOX vs PAAIX | |
| AQR Diversifying Strategies Fund Class N | 94 | — | Jun 2020 | CRTOX vs QDSNX | |
| PIMCO All Asset Fund Class A | 94 | — | Apr 2008 | CRTOX vs PASAX | |
| Donoghue Forlines Dividend Fund | 94 | — | Nov 2013 | CRTOX vs PWDIX |
Top Performing CRTOX Alternatives (YTD)
CRTOX is at 5.98% YTD. There are 57 mutual funds in the Tactical Allocation category with higher YTD returns, going as high as 45.02%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Quantified Evolution Plus Fund | 45.02% | — | Sep 2019 | CRTOX vs QEVOX | |
| Donoghue Forlines Momentum Fund | 35.64% | — | Dec 2016 | CRTOX vs MOJOX | |
| Teberg Fund | 23.20% | — | Mar 2002 | CRTOX vs TEBRX | |
| Potomac Defensive Bull Fund | 22.60% | — | Jun 2020 | CRTOX vs CRDBX | |
| PIMCO Dynamic Income Strategy Fund | 20.34% | — | Feb 2019 | CRTOX vs PDX |
Lowest Volatility Alternatives to CRTOX
CRTOX has 16.03% 1-year volatility. There are 69 mutual funds in the Tactical Allocation category with lower 1-year volatility, going as low as 2.55%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | 2.55% | — | Aug 2012 | CRTOX vs GPIFX | |
| Goldman Sachs TacticalTiltOverlayFund | 2.83% | — | Jul 2014 | CRTOX vs TTIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 2.85% | — | Apr 2012 | CRTOX vs SIOAX | |
| OnTrack Core Fund | 4.15% | — | Jan 2013 | CRTOX vs OTRFX | |
| Hussman Strategic Total Return Fund | 4.22% | — | Sep 2002 | CRTOX vs HSTRX |
Lowest Drawdown Alternatives to CRTOX
CRTOX has a 1-year max drawdown of -9.93%. There are 63 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 | |
| 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 | -2.54% | — | Sep 2002 | CRTOX vs HSTRX | |
| Astor Dynamic Allocation Fund | -2.77% | — | Oct 2009 | CRTOX vs ASTIX |
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 | 32 | 0.70% | — | Jun 2020 | CRTOX vs CRMVX | |
| Potomac Tactical Rotation Fund | Tactical Allocation | 79 | 9.46% | — | Jun 2020 | CRTOX vs CRTBX |
Often Compared With CRTOX
Investors most often compare CRTOX with SFHYX, ABRZX, HFSAX. These 12 comparison targets span 1 categories, based on PortfoliosLab usage data.
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