Correlation
The correlation between CRTBX and CRDBX 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.
CRTBX vs. CRDBX
Compare and contrast key facts about Conquer Risk Tactical Rotation Fund (CRTBX) and Conquer Risk Defensive Bull Fund (CRDBX).
CRTBX is managed by Potomac Fund Management Inc.. It was launched on Jun 30, 2020. CRDBX 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: CRTBX or CRDBX.
Performance
CRTBX vs. CRDBX - Performance Comparison
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Key characteristics
CRTBX:
0.45
CRDBX:
0.44
CRTBX:
0.67
CRDBX:
0.87
CRTBX:
1.10
CRDBX:
1.14
CRTBX:
0.52
CRDBX:
0.67
CRTBX:
1.45
CRDBX:
1.74
CRTBX:
3.63%
CRDBX:
6.23%
CRTBX:
12.98%
CRDBX:
24.74%
CRTBX:
-12.54%
CRDBX:
-28.34%
CRTBX:
-4.18%
CRDBX:
-3.73%
Returns By Period
In the year-to-date period, CRTBX achieves a -1.49% return, which is significantly lower than CRDBX's 2.60% return.
CRTBX
-1.49%
-0.09%
-3.05%
5.77%
4.42%
N/A
N/A
CRDBX
2.60%
-1.69%
2.14%
10.73%
18.55%
N/A
N/A
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CRTBX vs. CRDBX - Expense Ratio Comparison
CRTBX has a 1.58% expense ratio, which is higher than CRDBX's 1.24% expense ratio.
Risk-Adjusted Performance
CRTBX vs. CRDBX — Risk-Adjusted Performance Rank
CRTBX
CRDBX
CRTBX vs. CRDBX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Conquer Risk Tactical Rotation Fund (CRTBX) and Conquer Risk Defensive Bull Fund (CRDBX). 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
CRTBX vs. CRDBX - Dividend Comparison
CRTBX's dividend yield for the trailing twelve months is around 5.12%, less than CRDBX's 12.26% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
CRTBX Conquer Risk Tactical Rotation Fund | 5.12% | 5.04% | 1.03% | 0.13% | 19.33% | 2.85% |
CRDBX Conquer Risk Defensive Bull Fund | 12.26% | 12.58% | 9.91% | 0.18% | 25.06% | 1.65% |
Drawdowns
CRTBX vs. CRDBX - Drawdown Comparison
The maximum CRTBX drawdown since its inception was -12.54%, smaller than the maximum CRDBX drawdown of -28.34%. Use the drawdown chart below to compare losses from any high point for CRTBX and CRDBX.
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Volatility
CRTBX vs. CRDBX - Volatility Comparison
Conquer Risk Tactical Rotation Fund (CRTBX) has a higher volatility of 1.80% compared to Conquer Risk Defensive Bull Fund (CRDBX) at 1.35%. This indicates that CRTBX's price experiences larger fluctuations and is considered to be riskier than CRDBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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