Potomac Tactical Opportunities Fund - Institutional class
CRTOX
NASDAQ
| Weiss Ratings | CRTOX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C- | |||
| Risk Index | Weak | |||
| Risk Grade | D+ | |||
| Company Info | CRTOX-NASDAQ | Click to Compare |
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| Provider | Potomac Fund Management Inc. | |||
| Manager/Tenure (Years) | Manish Kumar Khatta (6), Dan Russo (3) | |||
| Website | http://www.potomacfund.com | |||
| Fund Information | CRTOX-NASDAQ | Click to Compare |
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| Fund Name | Potomac Tactical Opportunities Fund - Institutional class | |||
| Category | Tactical Allocation | |||
| Sub-Category | Flexible Allocation | |||
| Prospectus Objective | Growth | |||
| 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 | CRTOX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.25% | |||
| Dividend | CRTOX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.21% | |||
| Asset Allocation | CRTOX-NASDAQ | Click to Compare |
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| Cash | 29.18% | |||
| Stock | 59.44% | |||
| U.S. Stock | 56.81% | |||
| Non-U.S. Stock | 2.63% | |||
| Bond | 9.74% | |||
| U.S. Bond | 9.74% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 1.64% | |||
| Price History | CRTOX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -3.59% | |||
| 30-Day Total Return | -4.05% | |||
| 60-Day Total Return | -3.00% | |||
| 90-Day Total Return | -0.72% | |||
| Year to Date Total Return | 5.40% | |||
| 1-Year Total Return | 8.40% | |||
| 2-Year Total Return | 28.57% | |||
| 3-Year Total Return | 35.50% | |||
| 5-Year Total Return | 21.32% | |||
| Price | CRTOX-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 | CRTOX-NASDAQ | Click to Compare |
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| Nav | $9.66 | |||
| 1-Month Low NAV | $9.65 | |||
| 1-Month High NAV | $11.19 | |||
| 52-Week Low NAV | $9.65 | |||
| 52-Week Low NAV (Date) | Nov 02, 2026 | |||
| 52-Week High NAV | $11.44 | |||
| 52-Week High Price (Date) | Dec 26, 2025 | |||
| Beta / Standard Deviation | CRTOX-NASDAQ | Click to Compare |
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| Beta | 0.51 | |||
| Standard Deviation | 11.27 | |||
| Balance Sheet | CRTOX-NASDAQ | Click to Compare |
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| Total Assets | 298.86M | |||
| Operating Ratios | CRTOX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.74% | |||
| Turnover Ratio | 1,177.07% | |||
| Performance | CRTOX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 22.80% | |||
| Last Bear Market Total Return | 0.12% | |||