CRTBX vs. CRTOX

Last updated Apr 3, 2026

Compare and contrast key facts about Conquer Risk Tactical Rotation Fund (CRTBX) and Conquer Risk Tactical Opportunities Fund (CRTOX).

CRTBX is managed by Potomac Fund Management Inc.. It was launched on Jun 30, 2020. CRTOX is managed by Potomac Fund Management Inc.. It was launched on Jun 30, 2020.

Performance

CRTBX vs. CRTOX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Conquer Risk Tactical Rotation Fund (CRTBX) and Conquer Risk Tactical Opportunities Fund (CRTOX). The values are adjusted to include any dividend payments, if applicable.

CRTBX vs. CRTOX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020
CRTBX Conquer Risk Tactical Rotation Fund	3.34%	9.90%	10.21%	0.35%	-0.25%	8.96%	16.25%
CRTOX Conquer Risk Tactical Opportunities Fund	2.39%	11.98%	8.39%	15.76%	-14.53%	-2.00%	19.81%

Returns By Period

In the year-to-date period, CRTBX achieves a 3.34% return, which is significantly higher than CRTOX's 2.39% return.

CRTBX

• 1D: 0.81%
• 1M: 0.00%
• YTD: 3.34%
• 6M: 6.69%
• 1Y: 17.52%
• 3Y*: 7.79%
• 5Y*: 4.82%
• 10Y*: —

CRTOX

• 1D: 1.38%
• 1M: 2.19%
• YTD: 2.39%
• 6M: 3.27%
• 1Y: 18.67%
• 3Y*: 7.64%
• 5Y*: 3.01%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

CRTBX vs. CRTOX - Expense Ratio Comparison

CRTBX has a 1.58% expense ratio, which is lower than CRTOX's 1.63% expense ratio.

CRTOX

Conquer Risk Tactical Opportunities Fund

CRTBX

Conquer Risk Tactical Rotation Fund

Return for Risk

CRTBX vs. CRTOX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CRTBX

CRTBX Risk / Return Rank: 90
CRTBX Sharpe Ratio Rank: 84
CRTBX Sortino Ratio Rank: 93
CRTBX Omega Ratio Rank: 87
CRTBX Calmar Ratio Rank: 93
CRTBX Martin Ratio Rank: 93

CRTOX

CRTOX Risk / Return Rank: 55
CRTOX Sharpe Ratio Rank: 40
CRTOX Sortino Ratio Rank: 53
CRTOX Omega Ratio Rank: 61
CRTOX Calmar Ratio Rank: 67
CRTOX Martin Ratio Rank: 53

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CRTBX vs. CRTOX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Conquer Risk Tactical Rotation Fund (CRTBX) and Conquer Risk Tactical Opportunities Fund (CRTOX). 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.

	CRTBX	CRTOX	Difference
Sharpe ratio Return per unit of total volatility	1.76	0.97	+0.79
Sortino ratio Return per unit of downside risk	2.97	1.68	+1.29
Omega ratio Gain probability vs. loss probability	1.39	1.27	+0.12
Calmar ratio Return relative to maximum drawdown	3.28	1.91	+1.37
Martin ratio Return relative to average drawdown	12.47	6.55	+5.92
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

CRTBX vs. CRTOX - Sharpe Ratio Comparison

The current CRTBX Sharpe Ratio is 1.76, which is higher than the CRTOX Sharpe Ratio of 0.97. The chart below compares the historical Sharpe Ratios of CRTBX and CRTOX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	CRTBX	CRTOX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.76	0.97	+0.79
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.00	0.00	0.00
Sharpe Ratio (All Time) Calculated using the full available price history	0.00	0.00	0.00

Correlation

The correlation between CRTBX and CRTOX is 0.75, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

Dividends

CRTBX vs. CRTOX - Dividend Comparison

CRTBX's dividend yield for the trailing twelve months is around 8.91%, less than CRTOX's 12.01% yield.

	TTM	2025	2024	2023	2022	2021	2020
CRTBX Conquer Risk Tactical Rotation Fund	8.91%	9.21%	5.04%	1.03%	0.13%	19.33%	2.85%
CRTOX Conquer Risk Tactical Opportunities Fund	12.01%	12.29%	4.58%	0.67%	0.00%	15.16%	2.98%

Drawdowns

CRTBX vs. CRTOX - Drawdown Comparison

The maximum CRTBX drawdown since its inception was -98.35%, roughly equal to the maximum CRTOX drawdown of -98.92%. Use the drawdown chart below to compare losses from any high point for CRTBX and CRTOX.

Drawdown Indicators

	CRTBX	CRTOX	Difference
Max Drawdown Largest peak-to-trough decline	-98.35%	-98.92%	+0.57%
Max Drawdown (1Y) Largest decline over 1 year	-5.35%	-9.93%	+4.58%
Max Drawdown (5Y) Largest decline over 5 years	-98.35%	-98.92%	+0.57%
Current Drawdown Current decline from peak	-98.00%	-98.57%	+0.57%
Average Drawdown Average peak-to-trough decline	-23.18%	-30.70%	+7.52%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.40%	3.06%	-1.66%

Volatility

CRTBX vs. CRTOX - Volatility Comparison

The current volatility for Conquer Risk Tactical Rotation Fund (CRTBX) is 3.18%, while Conquer Risk Tactical Opportunities Fund (CRTOX) has a volatility of 5.70%. This indicates that CRTBX experiences smaller price fluctuations and is considered to be less risky than CRTOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	CRTBX	CRTOX	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.18%	5.70%	-2.52%
Volatility (6M) Calculated over the trailing 6-month period	6.81%	12.21%	-5.40%
Volatility (1Y) Calculated over the trailing 1-year period	9.99%	20.00%	-10.01%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	2,492.22%	3,567.72%	-1,075.50%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	2,323.69%	3,326.45%	-1,002.76%