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TEBRX vs. CRDBX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

TEBRX vs. CRDBX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Teberg Fund (TEBRX) and Conquer Risk Defensive Bull Fund (CRDBX). The values are adjusted to include any dividend payments, if applicable.

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TEBRX vs. CRDBX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
TEBRX
Teberg Fund
-0.87%18.67%20.76%34.92%-22.47%25.02%27.26%
CRDBX
Conquer Risk Defensive Bull Fund
1.84%25.36%19.91%18.44%-8.22%28.08%24.03%

Returns By Period

In the year-to-date period, TEBRX achieves a -0.87% return, which is significantly lower than CRDBX's 1.84% return.


TEBRX

1D
3.37%
1M
-4.87%
YTD
-0.87%
6M
2.23%
1Y
23.06%
3Y*
19.89%
5Y*
10.94%
10Y*
12.42%

CRDBX

1D
4.87%
1M
4.80%
YTD
1.84%
6M
8.34%
1Y
36.76%
3Y*
15.04%
5Y*
12.48%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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TEBRX vs. CRDBX - Expense Ratio Comparison

TEBRX has a 1.75% expense ratio, which is higher than CRDBX's 1.24% expense ratio.


Return for Risk

TEBRX vs. CRDBX — Risk / Return Rank

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

TEBRX
TEBRX Risk / Return Rank: 6969
Overall Rank
TEBRX Sharpe Ratio Rank: 6060
Sharpe Ratio Rank
TEBRX Sortino Ratio Rank: 6363
Sortino Ratio Rank
TEBRX Omega Ratio Rank: 5959
Omega Ratio Rank
TEBRX Calmar Ratio Rank: 8181
Calmar Ratio Rank
TEBRX Martin Ratio Rank: 8181
Martin Ratio Rank

CRDBX
CRDBX Risk / Return Rank: 9595
Overall Rank
CRDBX Sharpe Ratio Rank: 8787
Sharpe Ratio Rank
CRDBX Sortino Ratio Rank: 9595
Sortino Ratio Rank
CRDBX Omega Ratio Rank: 9696
Omega Ratio Rank
CRDBX Calmar Ratio Rank: 9898
Calmar Ratio Rank
CRDBX Martin Ratio Rank: 9797
Martin Ratio Rank
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.

TEBRX vs. CRDBX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Teberg Fund (TEBRX) 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.


TEBRXCRDBXDifference

Sharpe ratio

Return per unit of total volatility

1.18

1.76

-0.57

Sortino ratio

Return per unit of downside risk

1.75

3.26

-1.51

Omega ratio

Gain probability vs. loss probability

1.25

1.61

-0.35

Calmar ratio

Return relative to maximum drawdown

2.15

5.17

-3.03

Martin ratio

Return relative to average drawdown

8.82

16.62

-7.80

TEBRX vs. CRDBX - Sharpe Ratio Comparison

The current TEBRX Sharpe Ratio is 1.18, which is lower than the CRDBX Sharpe Ratio of 1.76. The chart below compares the historical Sharpe Ratios of TEBRX and CRDBX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


TEBRXCRDBXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.18

1.76

-0.57

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.55

0.01

+0.55

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.67

Sharpe Ratio (All Time)

Calculated using the full available price history

0.51

0.01

+0.50

Correlation

The correlation between TEBRX and CRDBX is 0.63, 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.


Dividends

TEBRX vs. CRDBX - Dividend Comparison

TEBRX's dividend yield for the trailing twelve months is around 0.12%, less than CRDBX's 15.08% yield.


TTM20252024202320222021202020192018201720162015
TEBRX
Teberg Fund
0.12%0.12%1.66%0.00%0.00%0.00%0.47%0.60%0.77%0.92%0.00%10.62%
CRDBX
Conquer Risk Defensive Bull Fund
15.08%15.36%12.58%9.91%0.18%25.05%1.65%0.00%0.00%0.00%0.00%0.00%

Drawdowns

TEBRX vs. CRDBX - Drawdown Comparison

The maximum TEBRX drawdown since its inception was -39.10%, smaller than the maximum CRDBX drawdown of -97.00%. Use the drawdown chart below to compare losses from any high point for TEBRX and CRDBX.


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Drawdown Indicators


TEBRXCRDBXDifference

Max Drawdown

Largest peak-to-trough decline

-39.10%

-97.00%

+57.90%

Max Drawdown (1Y)

Largest decline over 1 year

-11.04%

-7.13%

-3.91%

Max Drawdown (5Y)

Largest decline over 5 years

-30.35%

-97.00%

+66.65%

Max Drawdown (10Y)

Largest decline over 10 years

-32.22%

Current Drawdown

Current decline from peak

-6.91%

-95.71%

+88.80%

Average Drawdown

Average peak-to-trough decline

-5.78%

-25.67%

+19.89%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.69%

2.22%

+0.47%

Volatility

TEBRX vs. CRDBX - Volatility Comparison

Teberg Fund (TEBRX) has a higher volatility of 6.58% compared to Conquer Risk Defensive Bull Fund (CRDBX) at 5.18%. This indicates that TEBRX'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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Volatility by Period


TEBRXCRDBXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.58%

5.18%

+1.40%

Volatility (6M)

Calculated over the trailing 6-month period

12.59%

10.66%

+1.93%

Volatility (1Y)

Calculated over the trailing 1-year period

19.87%

21.01%

-1.14%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.85%

1,635.86%

-1,616.01%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.59%

1,525.82%

-1,507.23%