CRDBX vs. SPY
Compare and contrast key facts about Conquer Risk Defensive Bull Fund (CRDBX) and SPDR S&P 500 ETF (SPY).
CRDBX is managed by Potomac Fund Management Inc.. It was launched on Jun 30, 2020. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CRDBX or SPY.
Correlation
The correlation between CRDBX and SPY 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.
Performance
CRDBX vs. SPY - Performance Comparison
Key characteristics
CRDBX:
0.46
SPY:
1.97
CRDBX:
0.68
SPY:
2.64
CRDBX:
1.13
SPY:
1.36
CRDBX:
0.33
SPY:
2.97
CRDBX:
1.20
SPY:
12.34
CRDBX:
7.39%
SPY:
2.03%
CRDBX:
19.45%
SPY:
12.68%
CRDBX:
-42.59%
SPY:
-55.19%
CRDBX:
-16.28%
SPY:
-0.01%
Returns By Period
In the year-to-date period, CRDBX achieves a 5.66% return, which is significantly higher than SPY's 4.03% return.
CRDBX
5.66%
2.83%
4.10%
8.90%
N/A
N/A
SPY
4.03%
2.03%
9.65%
23.63%
14.28%
13.18%
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CRDBX vs. SPY - Expense Ratio Comparison
CRDBX has a 1.24% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
CRDBX vs. SPY — Risk-Adjusted Performance Rank
CRDBX
SPY
CRDBX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Conquer Risk Defensive Bull Fund (CRDBX) and SPDR S&P 500 ETF (SPY). 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.
Dividends
CRDBX vs. SPY - Dividend Comparison
CRDBX's dividend yield for the trailing twelve months is around 1.01%, less than SPY's 1.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CRDBX Conquer Risk Defensive Bull Fund | 1.01% | 1.07% | 1.66% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.16% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
CRDBX vs. SPY - Drawdown Comparison
The maximum CRDBX drawdown since its inception was -42.59%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for CRDBX and SPY. For additional features, visit the drawdowns tool.
Volatility
CRDBX vs. SPY - Volatility Comparison
Conquer Risk Defensive Bull Fund (CRDBX) has a higher volatility of 5.11% compared to SPDR S&P 500 ETF (SPY) at 3.15%. This indicates that CRDBX's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.