Potomac Tactical Rotation Fund
CRTBX
NASDAQ
| Weiss Ratings | CRTBX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | CRTBX-NASDAQ | Click to Compare |
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| Provider | Potomac Fund Management Inc. | |||
| Manager/Tenure (Years) | Manish Kumar Khatta (5), Dan Russo (2) | |||
| Website | http://www.potomacfund.com | |||
| Fund Information | CRTBX-NASDAQ | Click to Compare |
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| Fund Name | Potomac Tactical Rotation Fund | |||
| Category | Tactical Allocation | |||
| Sub-Category | Flexible Allocation | |||
| Prospectus Objective | Growth and Income | |||
| Inception Date | Jul 01, 2020 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 5,000.00 | |||
| Minimum Subsequent Investment | 100.00 | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | CRTBX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.46% | |||
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| Dividend Yield (Forward) | 1.95% | |||
| Asset Allocation | CRTBX-NASDAQ | Click to Compare |
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| Cash | 41.81% | |||
| Stock | 38.87% | |||
| U.S. Stock | 28.70% | |||
| Non-U.S. Stock | 10.17% | |||
| Bond | 9.22% | |||
| U.S. Bond | 9.18% | |||
| Non-U.S. Bond | 0.04% | |||
| Preferred | 1.04% | |||
| Convertible | 8.63% | |||
| Other Net | 0.42% | |||
| Price History | CRTBX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 2.57% | |||
| 30-Day Total Return | 0.00% | |||
| 60-Day Total Return | 0.36% | |||
| 90-Day Total Return | 2.29% | |||
| Year to Date Total Return | 3.33% | |||
| 1-Year Total Return | 17.53% | |||
| 2-Year Total Return | 21.69% | |||
| 3-Year Total Return | 24.86% | |||
| 5-Year Total Return | 26.60% | |||
| Price | CRTBX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | CRTBX-NASDAQ | Click to Compare |
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| Nav | $11.14 | |||
| 1-Month Low NAV | $10.80 | |||
| 1-Month High NAV | $11.16 | |||
| 52-Week Low NAV | $10.18 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $11.69 | |||
| 52-Week High Price (Date) | Dec 26, 2025 | |||
| Beta / Standard Deviation | CRTBX-NASDAQ | Click to Compare |
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| Beta | 0.52 | |||
| Standard Deviation | 8.67 | |||
| Balance Sheet | CRTBX-NASDAQ | Click to Compare |
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| Total Assets | 255.29M | |||
| Operating Ratios | CRTBX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.58% | |||
| Turnover Ratio | 917.06% | |||
| Performance | CRTBX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 9.57% | |||
| Last Bear Market Total Return | 1.56% | |||