GPIFX vs. CRTOX
GPIFX (GuidePath Flexible Income Allocation Fund) and CRTOX (Potomac Tactical Opportunities Fund) are both Tactical Allocation funds. Over the past 5 years, GPIFX returned 0.06%/yr vs 3.74%/yr for CRTOX. Their 0.38 correlation means their historical movements had little consistent relationship. GPIFX charges 0.50%/yr vs 1.63%/yr for CRTOX.
Performance
GPIFX vs. CRTOX - Performance Comparison
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Returns By Period
In the year-to-date period, GPIFX achieves a 1.86% return, which is significantly lower than CRTOX's 4.98% return.
GPIFX
- 1D
- 0.23%
- 1M
- -0.34%
- 6M
- 1.63%
- YTD
- 1.86%
- 1Y
- 4.86%
- 3Y*
- 4.25%
- 5Y*
- 0.06%
- 10Y*
- 2.58%
- ALL TIME*
- 2.19%
CRTOX
- 1D
- 2.53%
- 1M
- -4.36%
- 6M
- 0.19%
- YTD
- 4.98%
- 1Y
- 17.44%
- 3Y*
- 5.20%
- 5Y*
- 3.74%
- 10Y*
- —
- ALL TIME*
- 6.67%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
GPIFX vs. CRTOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
GPIFX GuidePath Flexible Income Allocation Fund | 1.86% | 3.69% | 4.22% | 7.13% | -14.14% | 1.17% | 7.33% |
CRTOX Potomac Tactical Opportunities Fund | 4.98% | 11.98% | 8.39% | 15.76% | -14.53% | -2.00% | 19.81% |
Correlation
The correlation between GPIFX and CRTOX is 0.57, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.57 |
Correlation (3Y) Balances recent behavior with more history. | 0.40 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.34 |
Correlation (All Time) Calculated using the full available price history since Jul 1, 2020 | 0.38 |
The correlation between GPIFX and CRTOX shifts across timeframes, from 0.34 (5 years) to 0.57 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
GPIFX vs. CRTOX — Risk / Return Rank
GPIFX
CRTOX
GPIFX vs. CRTOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for GuidePath Flexible Income Allocation Fund (GPIFX) and Potomac 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| GPIFX | CRTOX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.99 | ||
| Sortino ratioReturn per unit of downside risk | +1.33 | ||
| Omega ratioGain probability vs. loss probability | 1.43 | 1.21 | +0.22 |
| Calmar ratioReturn relative to maximum drawdown | 3.03 | 1.65 | +1.38 |
| Martin ratioReturn relative to average drawdown | 13.19 | 4.79 | +8.40 |
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Drawdowns
GPIFX vs. CRTOX - Drawdown Comparison
The maximum GPIFX drawdown since its inception was -16.72%, smaller than the maximum CRTOX drawdown of -98.92%. Use the drawdown chart below to compare losses from any high point for GPIFX and CRTOX.
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Drawdown Indicators
| GPIFX | CRTOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.72% | -98.92% | +82.20% |
Max Drawdown (1Y)Largest decline over 1 year | -1.69% | -9.93% | +8.24% |
Max Drawdown (3Y)Largest decline over 3 years | -4.14% | -98.92% | +94.78% |
Max Drawdown (5Y)Largest decline over 5 years | -16.72% | -98.92% | +82.20% |
Max Drawdown (10Y)Largest decline over 10 years | -16.72% | — | — |
Current DrawdownCurrent decline from peak | -0.53% | -98.54% | +98.01% |
Average DrawdownAverage peak-to-trough decline | -3.99% | -34.32% | +30.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.39% | 3.41% | -3.02% |
Volatility
GPIFX vs. CRTOX - Volatility Comparison
The current volatility for GuidePath Flexible Income Allocation Fund (GPIFX) is 0.63%, while Potomac Tactical Opportunities Fund (CRTOX) has a volatility of 5.22%. This indicates that GPIFX 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.
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Volatility by Period
| GPIFX | CRTOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.63% | 5.22% | -4.59% |
Volatility (6M)Calculated over the trailing 6-month period | 2.13% | 12.14% | -10.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.54% | 16.00% | -13.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.80% | 3,569.14% | -3,564.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.32% | 3,234.93% | -3,229.61% |
GPIFX vs. CRTOX - Expense Ratio Comparison
GPIFX has a 0.50% expense ratio, which is lower than CRTOX's 1.63% expense ratio.
Dividends
GPIFX vs. CRTOX - Dividend Comparison
GPIFX's dividend yield for the trailing twelve months is around 4.90%, less than CRTOX's 11.71% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CRTOX Potomac Tactical Opportunities Fund | 11.71% | 12.29% | 4.58% | 0.67% | 0.00% | 15.16% | 2.98% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
GPIFX GuidePath Flexible Income Allocation Fund | 4.90% | 5.15% | 5.18% | 4.86% | 1.96% | 3.10% | 2.62% | 3.73% | 3.46% | 3.90% | 1.97% | 1.24% |
Frequently Asked Questions
GPIFX and CRTOX have a correlation of 0.57, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CRTOX has higher volatility (5.22%) compared to GPIFX (0.63%). In terms of maximum drawdown, GPIFX dropped -16.72% vs CRTOX's -98.92%.
GPIFX currently has the higher Sharpe Ratio (2.02 vs 1.02), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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