Correlation
The correlation between CRDBX and CRTBX is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
CRDBX vs. CRTBX
Compare and contrast key facts about Conquer Risk Defensive Bull Fund (CRDBX) and Conquer Risk Tactical Rotation Fund (CRTBX).
CRDBX is managed by Potomac Fund Management Inc.. It was launched on Jun 30, 2020. CRTBX is managed by Potomac Fund Management Inc.. It was launched on Jun 30, 2020.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CRDBX or CRTBX.
Performance
CRDBX vs. CRTBX - Performance Comparison
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Key characteristics
CRDBX:
0.48
CRTBX:
0.39
CRDBX:
0.86
CRTBX:
0.68
CRDBX:
1.13
CRTBX:
1.10
CRDBX:
0.65
CRTBX:
0.53
CRDBX:
1.70
CRTBX:
1.47
CRDBX:
6.23%
CRTBX:
3.64%
CRDBX:
24.74%
CRTBX:
12.97%
CRDBX:
-28.34%
CRTBX:
-12.54%
CRDBX:
-3.88%
CRTBX:
-4.18%
Returns By Period
In the year-to-date period, CRDBX achieves a 2.45% return, which is significantly higher than CRTBX's -1.49% return.
CRDBX
2.45%
-1.90%
0.99%
11.71%
18.49%
N/A
N/A
CRTBX
-1.49%
-0.19%
-3.31%
5.07%
4.45%
N/A
N/A
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CRDBX vs. CRTBX - Expense Ratio Comparison
CRDBX has a 1.24% expense ratio, which is lower than CRTBX's 1.58% expense ratio.
Risk-Adjusted Performance
CRDBX vs. CRTBX — Risk-Adjusted Performance Rank
CRDBX
CRTBX
CRDBX vs. CRTBX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Conquer Risk Defensive Bull Fund (CRDBX) and Conquer Risk Tactical Rotation Fund (CRTBX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
CRDBX vs. CRTBX - Dividend Comparison
CRDBX's dividend yield for the trailing twelve months is around 12.28%, more than CRTBX's 5.11% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
CRDBX Conquer Risk Defensive Bull Fund | 12.28% | 12.58% | 9.91% | 0.18% | 25.06% | 1.65% |
CRTBX Conquer Risk Tactical Rotation Fund | 5.11% | 5.03% | 1.03% | 0.14% | 19.33% | 2.85% |
Drawdowns
CRDBX vs. CRTBX - Drawdown Comparison
The maximum CRDBX drawdown since its inception was -28.34%, which is greater than CRTBX's maximum drawdown of -12.54%. Use the drawdown chart below to compare losses from any high point for CRDBX and CRTBX.
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Volatility
CRDBX vs. CRTBX - Volatility Comparison
The current volatility for Conquer Risk Defensive Bull Fund (CRDBX) is 1.35%, while Conquer Risk Tactical Rotation Fund (CRTBX) has a volatility of 1.80%. This indicates that CRDBX experiences smaller price fluctuations and is considered to be less risky than CRTBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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