About CRDBX
The Potomac Defensive Bull Fund is a tactical allocation mutual fund designed to seek long-term capital appreciation through a flexible, risk-managed investment approach. Its primary function is to dynamically allocate assets among exchange-traded funds (ETFs), mutual funds, cash, and derivatives based on proprietary algorithmic signals that assess prevailing market trends. During rising markets, the fund emphasizes leveraged exposure to broad equity indices—such as the S&P 500—often through leveraged ETFs and futures contracts, aiming to capture amplified market gains. Conversely, in declining or highly uncertain markets, the fund seeks to limit downside risk by shifting allocations to cash, fixed income securities, or even inverse ETFs that benefit from market declines. Notably, the fund is non-diversified, enabling concentrated positions in select securities or sectors, and is characterized by high portfolio turnover to rapidly respond to shifting market environments. This risk-conscious, tactical profile positions the Potomac Defensive Bull Fund as a specialized vehicle for investors seeking a blend of growth potential and defense against major market drawdowns within the broader financial landscape.
Fund Family Potomac Fund Management Inc.
Category Tactical Allocation
Performance Rating High
Risk Rating High
Stock Exchange Nasdaq
Ticker Symbol CRDBX
Index S&P 500 TR
CRDBX had a total return of 32.80% in the past year, including dividends. Since the fund's
inception, the average annual return has been 20.65%.
