Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CRTBX (Conquer Risk Tactical Rotation Fund) | 8.53% | 20.63% | 9.29% | 5.19% | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 07/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CRTBX (Conquer Risk Tactical Rotation Fund) | 07/02/2020 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.68 | 20.63 | 9.29 | 5.19 | NA | NA | NA | … | … | 8.53 | 9.90 | 10.22 | 0.35 | -0.25 | 8.96 | 16.25 |
| Sharpe Ratio | NA | 1.86 | 0.56 | 0.23 | NA | NA | NA | … | … | 1.56 | 0.69 | 0.60 | -0.31 | -0.18 | 0.70 | 2.68 |
| Standard Deviation(%) | NA | 9.28 | 10.50 | 10.51 | NA | NA | NA | … | … | 10.53 | 10.23 | 11.01 | 10.73 | 9.41 | 12.70 | 13.09 |
| Draw Down(%) | NA | 5.35 | 11.32 | 12.54 | NA | NA | NA | … | … | 5.35 | 8.81 | 10.09 | 11.32 | 9.47 | 7.67 | 6.82 |
| Yield(%) | 0.00 | 9.38 | 5.25 | 5.80 | 3.97 | 2.65 | 1.98 | … | … | 0.00 | 9.29 | 5.28 | 1.02 | 0.13 | 17.80 | 3.22 |
Data as of 06/11/2026, Common starting date is 07/02/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CRTBX (Conquer Risk Tactical Rotation Fund) |
0.27%
Aug 2021 – Aug 2024 |
4.81%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CRTBX (Conquer Risk Tactical Rotation Fund) |
10.30%
May 2023 – May 2026 |
8.35%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart