CRTBX vs. CRTOX
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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CRTBX or CRTOX.
Correlation
The correlation between CRTBX and CRTOX is 0.72, 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.
Performance
CRTBX vs. CRTOX - Performance Comparison
Key characteristics
CRTBX:
0.16
CRTOX:
-0.07
CRTBX:
0.32
CRTOX:
0.06
CRTBX:
1.05
CRTOX:
1.01
CRTBX:
0.10
CRTOX:
-0.05
CRTBX:
0.58
CRTOX:
-0.18
CRTBX:
3.77%
CRTOX:
7.99%
CRTBX:
13.29%
CRTOX:
22.22%
CRTBX:
-26.62%
CRTOX:
-38.43%
CRTBX:
-15.36%
CRTOX:
-25.53%
Returns By Period
In the year-to-date period, CRTBX achieves a -1.40% return, which is significantly higher than CRTOX's -5.96% return.
CRTBX
-1.40%
2.03%
3.30%
2.18%
N/A
N/A
CRTOX
-5.96%
-2.67%
1.96%
-2.36%
N/A
N/A
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CRTBX vs. CRTOX - Expense Ratio Comparison
CRTBX has a 1.58% expense ratio, which is lower than CRTOX's 1.63% expense ratio.
Risk-Adjusted Performance
CRTBX vs. CRTOX — Risk-Adjusted Performance Rank
CRTBX
CRTOX
CRTBX vs. CRTOX - Risk-Adjusted Performance 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.
Dividends
CRTBX vs. CRTOX - Dividend Comparison
CRTBX's dividend yield for the trailing twelve months is around 1.34%, less than CRTOX's 1.40% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
CRTBX Conquer Risk Tactical Rotation Fund | 1.34% | 1.32% | 1.03% | 0.00% | 0.00% | 0.19% |
CRTOX Conquer Risk Tactical Opportunities Fund | 1.40% | 1.31% | 0.67% | 0.00% | 0.00% | 0.00% |
Drawdowns
CRTBX vs. CRTOX - Drawdown Comparison
The maximum CRTBX drawdown since its inception was -26.62%, smaller than the maximum CRTOX drawdown of -38.43%. Use the drawdown chart below to compare losses from any high point for CRTBX and CRTOX. For additional features, visit the drawdowns tool.
Volatility
CRTBX vs. CRTOX - Volatility Comparison
The current volatility for Conquer Risk Tactical Rotation Fund (CRTBX) is 5.40%, while Conquer Risk Tactical Opportunities Fund (CRTOX) has a volatility of 14.49%. 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.