- CUSIP
- 71709W724
- Inception Date
- Jun 30, 2020
- Category
- Tactical Allocation
- Min. Investment
- $5,000
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
CRTOX Performance Chart
Potomac Tactical Opportunities Fund (CRTOX) is up 5.0% since the beginning of the year. CRTOX is currently trading at $11 per share. Investors who bought $1,000 worth of CRTOX shares 5 years ago would now be looking at an investment worth $1,202.
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Returns By Period
Potomac Tactical Opportunities Fund (CRTOX) has returned 4.98% so far this year and 17.44% over the past 12 months.
Potomac Tactical Opportunities Fund
- 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%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
CRTOX Monthly Returns History
Based on dividend-adjusted daily data since Jul 1, 2020, CRTOX's average daily return is +5.97%, while the average monthly return is +0.62%. At this rate, an investment would double in approximately 9.3 years.
Historically, 49% of months were positive and 51% were negative. The best month was Mar 2023 with a return of +11.0%, while the worst month was Jan 2022 at -10.1%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 5 months.
On a daily basis, CRTOX closed higher 42% of trading days. The best single day was Jan 17, 2025 with a return of +7,864.4%, while the worst single day was Jan 23, 2025 at -98.7%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 4.78% | -1.62% | -2.03% | 3.35% | 3.05% | 3.33% | -5.56% | 4.98% | |||||
| 2025 | 2.98% | -2.70% | -4.66% | -1.56% | 0.53% | 4.42% | 2.11% | 6.11% | 2.51% | 2.62% | -0.00% | -0.47% | 11.98% |
| 2024 | -0.82% | 3.52% | -0.10% | -2.60% | 2.77% | 3.30% | -1.74% | -7.19% | 1.49% | 1.85% | 7.52% | 0.84% | 8.39% |
| 2023 | 4.49% | -0.56% | 11.02% | -0.31% | -1.23% | 6.65% | 4.58% | -6.71% | -5.12% | -3.79% | 1.97% | 5.22% | 15.76% |
| 2022 | -10.09% | -5.84% | -3.46% | 2.47% | -1.45% | -0.86% | 4.69% | 0.94% | -0.70% | 2.59% | -2.29% | -0.70% | -14.53% |
| 2021 | 1.38% | 2.63% | -0.99% | -0.25% | 2.68% | -1.22% | -1.32% | -0.33% | -5.79% | 4.01% | -1.54% | -0.89% | -2.00% |
Benchmark Metrics
Potomac Tactical Opportunities Fund has an annualized alpha of 96910186.98%, beta of 5.67, and R2 of 0.00 versus S&P 500 Index. Calculated based on daily prices since July 01, 2020.
- This fund participated in 65.23% of S&P 500 Index downside but only 46.91% of its upside - more exposed to losses than it benefited from rallies.
- 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.
- Alpha
- 96,910,186.98%
- Beta
- 5.67
- R²
- 0.00
- Upside Capture
- 46.91%
- Downside Capture
- 65.23%
Expense Ratio
CRTOX has a high expense ratio of 1.63%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
CRTOX ranks 32 for risk / return — above 32% of mutual funds peers on PortfoliosLab. Its historical combined result is below the peer median.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for Potomac Tactical Opportunities Fund (CRTOX) and compare them to S&P 500 Index.
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.
| CRTOX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.39 | ||
| Sortino ratioReturn per unit of downside risk | -0.39 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.25 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 1.65 | 2.00 | -0.36 |
| Martin ratioReturn relative to average drawdown | 4.79 | 8.49 | -3.70 |
Dividends
Dividend History
Potomac Tactical Opportunities Fund provided a 11.71% dividend yield over the last twelve months, with an annual payout of $1.23 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Dividend | $1.23 | $1.23 | $0.46 | $0.07 | $0.00 | $1.50 | $0.35 |
Dividend yield | 11.71% | 12.29% | 4.58% | 0.67% | 0.00% | 15.16% | 2.98% |
Monthly Dividends
The table displays the monthly dividend distributions for Potomac Tactical Opportunities Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.04 | $0.00 | $1.20 | $1.23 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.43 | $0.00 | $0.03 | $0.46 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.06 | $0.07 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.50 | $1.50 |
Drawdowns
Drawdowns Chart
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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Potomac Tactical Opportunities 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 Opportunities Fund was 98.92%, occurring on Apr 8, 2025. The portfolio has not yet recovered.
The current Potomac Tactical Opportunities Fund drawdown is 98.54%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-98.92%Apr 2025 | 2mo 15d | — | 1y 6moJan 2025 - now | 2025 selloff2025 |
-29.18%Jul 2022 | 1y 4mo | 2y 6mo | 3y 11moFeb 2021 - Jan 2025 | Bear market2022 |
-9.14%Oct 2020 | 16d | 25d | 1mo 11dOct 2020 - Nov 2020 | — |
-5.33%Jan 2025 | 1d | 1d | 1dJan 2025 - Jan 2025 | — |
-5.15%Jan 2021 | 14d | 7d | 21dJan 2021 - Feb 2021 | — |
Drawdown Indicators
| CRTOX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -98.92% | -56.78% | -42.14% |
Max Drawdown (1Y)Largest decline over 1 year | -9.93% | -9.10% | -0.83% |
Max Drawdown (3Y)Largest decline over 3 years | -98.92% | -18.90% | -80.02% |
Max Drawdown (5Y)Largest decline over 5 years | -98.92% | -25.43% | -73.49% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -98.54% | -1.58% | -96.96% |
Average DrawdownAverage peak-to-trough decline | -34.32% | -10.70% | -23.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.41% | 2.14% | +1.27% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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