Potomac Tactical Rotation Fund Class R Shares
SDTRX
NASDAQ
| Weiss Ratings | SDTRX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Unrated | |||
| Reward Grade | U | |||
| Risk Index | Unrated | |||
| Risk Grade | U | |||
| Company Info | SDTRX-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 | SDTRX-NASDAQ | Click to Compare |
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| Fund Name | Potomac Tactical Rotation Fund Class R Shares | |||
| Category | Tactical Allocation | |||
| Sub-Category | Flexible Allocation | |||
| Prospectus Objective | Growth and Income | |||
| Inception Date | May 28, 2026 | |||
| 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 | SDTRX-NASDAQ | Click to Compare |
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| Dividend Yield | -- | |||
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| Dividend Yield (Forward) | 1.71% | |||
| Asset Allocation | SDTRX-NASDAQ | Click to Compare |
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| Cash | 40.66% | |||
| Stock | 48.87% | |||
| U.S. Stock | 38.42% | |||
| Non-U.S. Stock | 10.45% | |||
| Bond | 10.35% | |||
| U.S. Bond | 10.35% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.13% | |||
| Price History | SDTRX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.62% | |||
| 30-Day Total Return | 1.20% | |||
| 60-Day Total Return | 0.51% | |||
| 90-Day Total Return | 0.71% | |||
| Year to Date Total Return | 11.62% | |||
| 1-Year Total Return | 15.59% | |||
| 2-Year Total Return | 28.41% | |||
| 3-Year Total Return | 42.27% | |||
| 5-Year Total Return | 31.78% | |||
| Price | SDTRX-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 | SDTRX-NASDAQ | Click to Compare |
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| Nav | $9.68 | |||
| 1-Month Low NAV | $9.62 | |||
| 1-Month High NAV | $10.30 | |||
| 52-Week Low NAV | $9.62 | |||
| 52-Week Low NAV (Date) | Oct 13, 2026 | |||
| 52-Week High NAV | $10.47 | |||
| 52-Week High Price (Date) | Aug 14, 2026 | |||
| Beta / Standard Deviation | SDTRX-NASDAQ | Click to Compare |
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| Beta | 0.37 | |||
| Standard Deviation | 7.42 | |||
| Balance Sheet | SDTRX-NASDAQ | Click to Compare |
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| Total Assets | 351.28M | |||
| Operating Ratios | SDTRX-NASDAQ | Click to Compare |
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| Expense Ratio | 2.51% | |||
| Turnover Ratio | 587.93% | |||
| Performance | SDTRX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 17.04% | |||
| Last Bear Market Total Return | 1.56% | |||