Potomac Tactical Rotation Fund (CRTBX)

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Potomac Tactical Rotation Fund (CRTBX) is up 8.4% since the beginning of the year. CRTBX is currently trading at $12 per share. Investors who bought $1,000 worth of CRTBX shares 5 years ago would now be looking at an investment worth $1,284.

Potomac Tactical Rotation Fund (CRTBX) has returned 8.44% so far this year and 20.98% over the past 12 months.

Based on dividend-adjusted daily data since Jul 1, 2020, CRTBX's average daily return is +0.79%, while the average monthly return is +0.75%. At this rate, an investment would double in approximately 7.7 years.

Historically, 65% of months were positive and 35% were negative. The best month was Nov 2020 with a return of +9.9%, while the worst month was Sep 2021 at -6.3%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 3 months.

On a daily basis, CRTBX closed higher 45% of trading days. The best single day was Jan 27, 2025 with a return of +954.6%, while the worst single day was Jan 30, 2025 at -97.6%.

Potomac Tactical Rotation Fund has an annualized alpha of 671.62%, beta of -0.34, and R2 of 0.00 versus S&P 500 Index. Calculated based on daily prices since July 02, 2020.

• This fund participated in 45.83% of S&P 500 Index downside but only 42.74% of its upside - more exposed to losses than it benefited from rallies.
• Beta of -0.34 may look defensive, but with R2 of 0.00 this fund is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this fund's risk.
• R2 of 0.00 means this fund moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

CRTBX has a high expense ratio of 1.58%, indicating above-average management fees.

CRTBX ranks 73 for risk / return — better than 73% of mutual funds on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

The table below present risk-adjusted performance metrics for Potomac Tactical Rotation Fund (CRTBX) and compare them to S&P 500 Index.

Potomac Tactical Rotation Fund provided a 8.49% dividend yield over the last twelve months, with an annual payout of $0.99 per share. The fund has been increasing its distributions for 3 consecutive years.

The table displays the monthly dividend distributions for Potomac Tactical Rotation Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Potomac Tactical Rotation Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Potomac Tactical Rotation Fund was 97.82%, occurring on Mar 13, 2025. The portfolio has not yet recovered.

The current Potomac Tactical Rotation Fund drawdown is 97.23%.

The chart below shows the rolling one-month volatility.