Potomac Fund Management Inc. Mutual Funds List
Here you can find all mutual funds issued by Potomac Fund Management Inc. and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 4
- Avg. Expense Ratio
- 1.52%
- Avg. 1 Year Return
- 24.25%
- Avg. 5 Year Return
- 6.74%
- Median Risk/Return Score
- 71 / 100
Potomac Fund Management Inc. Mutual Funds List
3 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Potomac Defensive Bull Fund | Tactical Allocation | Jun 30, 2020 | 1.24% | 17.44% | — | 13.08% | 91 | ||||||||
| Potomac Tactical Rotation Fund | Tactical Allocation | Jun 30, 2020 | 1.58% | 9.28% | — | 8.43% | 78 | ||||||||
| Potomac Tactical Opportunities Fund | Tactical Allocation | Jun 30, 2020 | 1.63% | 8.37% | — | 11.34% | 45 |
Explore top Potomac Fund Management Inc. Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
Loading charts...
5 Years
Best Potomac Fund Management Inc. Mutual funds by Risk/Return Score
The top Potomac Fund Management Inc. Mutual funds by PortfoliosLab Risk/Return Score are CRDBX (91) and CRTBX (78).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Potomac Defensive Bull Fund | 91 | — | Jun 2020 | |
| Potomac Tactical Rotation Fund | 78 | — | Jun 2020 | |
| Potomac Managed Volatility Fund | 64 | — | Jun 2020 | |
| Potomac Tactical Opportunities Fund | 45 | — | Jun 2020 |
Best-Performing Potomac Fund Management Inc. Mutual funds Over 5 Years
The top Potomac Fund Management Inc. Mutual funds is CRDBX (15.61%).
Across the lineup, Potomac Fund Management Inc. Mutual funds show an average 1-year return of 24.25% and an average 5-year return of 6.74%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Potomac Defensive Bull Fund | 15.61% | — | Jun 2020 | |
| Potomac Tactical Rotation Fund | 5.22% | — | Jun 2020 | |
| Potomac Tactical Opportunities Fund | 3.53% | — | Jun 2020 | |
| Potomac Managed Volatility Fund | 2.60% | — | Jun 2020 |
Lowest-Cost Potomac Fund Management Inc. Mutual funds
The top Potomac Fund Management Inc. Mutual funds is CRDBX (1.24%).
With an average expense ratio of 1.52%, Potomac Fund Management Inc. Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Potomac Defensive Bull Fund | 1.24% | — | Jun 2020 | |
| Potomac Tactical Rotation Fund | 1.58% | — | Jun 2020 | |
| Potomac Managed Volatility Fund | 1.62% | — | Jun 2020 | |
| Potomac Tactical Opportunities Fund | 1.63% | — | Jun 2020 |
Highest-Yield Potomac Fund Management Inc. Mutual funds
The top Potomac Fund Management Inc. Mutual funds is CRDBX (13.08%).
Across the lineup, Potomac Fund Management Inc. Mutual funds show an average dividend yield of 9.62%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Potomac Defensive Bull Fund | 13.08% | — | Jun 2020 | |
| Potomac Tactical Opportunities Fund | 11.34% | — | Jun 2020 | |
| Potomac Tactical Rotation Fund | 8.43% | — | Jun 2020 | |
| Potomac Managed Volatility Fund | 5.65% | — | Jun 2020 |
Top Mutual funds Issuers
Fidelity · 977 Mutual fundsBlackRock · 360 Mutual fundsVanguard · 292 Mutual fundsT. Rowe Price · 225 Mutual fundsFranklin Templeton · 174 Mutual fundsAmerican Funds · 153 Mutual fundsJPMorgan · 124 Mutual fundsPIMCO · 123 Mutual fundsInvesco · 122 Mutual fundsMFS · 112 Mutual fundsNuveen · 107 Mutual fundsJohn Hancock · 101 Mutual fundsDimensional · 100 Mutual fundsColumbia · 99 Mutual fundsEaton Vance · 98 Mutual fundsVoya · 98 Mutual fundsAmerican Century · 89 Mutual fundsPGIM · 82 Mutual fundsVictory · 79 Mutual fundsGoldman Sachs · 78 Mutual fundsFederated · 68 Mutual fundsHartford · 68 Mutual fundsTIAA Investments · 66 Mutual fundsPrincipal · 65 Mutual fundsCharles Schwab · 63 Mutual fundsJanus Henderson · 62 Mutual fundsVirtus · 59 Mutual fundsProFunds · 58 Mutual fundsSEI · 56 Mutual fundsPutnam · 55 Mutual funds
Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.