Potomac Tactical Opportunities - Instl (CRTOX)

Fund Assets	177.18M
Expense Ratio	1.79%
Min. Investment	$5,000
Turnover	2,273.53%
Dividend (ttm)	0.04
Dividend Yield	0.44%
Dividend Growth	-68.81%
Payout Frequency	Semi-Annual
Ex-Dividend Date	Oct 13, 2026

Previous Close	10.07
YTD Return	9.88%
1-Year Return	11.05%
5-Year Return	31.79%
52-Week Low	9.71
52-Week High	11.44
Beta (5Y)	0.44
Holdings	10
Inception Date	Jul 1, 2020

About CRTOX

The Potomac Tactical Opportunities Fund is an actively managed mutual fund designed to pursue long-term capital appreciation by dynamically allocating assets across a range of exchange traded funds (ETFs). Its primary function is to adaptively adjust exposure to various equity sectors based on proprietary algorithmic models that assess prevailing market conditions. When market trends appear favorable, the fund leans more aggressively into equity ETFs; conversely, during periods of elevated market risk, it may shift toward low-volatility ETFs, increase cash positions—at times up to 100%—or utilize specialty investments such as leveraged and inverse ETFs to manage exposure and hedge risk. The fund also has the flexibility to invest directly in derivatives like futures contracts for targeted index exposure. By rotating among U.S. and international assets, and tactically managing its underlying holdings, the Potomac Tactical Opportunities Fund aims to deliver smoother returns and limit downside risk, making it a distinctive option within the tactical allocation segment of the mutual fund market.

• Fund Family: Potomac Fund Management Inc.
• Category: Tactical Allocation
• Performance Rating: Below Average
• Risk Rating: Above Average
• Stock Exchange: Nasdaq
• Ticker Symbol: CRTOX
• Index: S&P 500 TR

Performance

CRTOX had a total return of 11.05% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.22%.

Top Holdings

94.94% of assets

Name	Symbol	Weight
iShares 0-3 Month Treasury Bond ETF	SGOV	11.51%
VanEck Semiconductor ETF	SMH	10.46%
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF	XHLF	9.95%
iShares Russell 2000 Growth ETF	IWO	9.89%
iShares Russell 2000 ETF	IWM	9.78%
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF	PDBC	9.75%
State Street SPDR S&P Metals & Mining ETF	XME	9.66%
Global X Silver Miners ETF	SIL	9.65%
State Street Energy Select Sector SPDR ETF	XLE	9.62%
State Street Instl US Govt MMkt Premier	GVMXX	4.65%

Dividend History

Ex-Dividend	Amount	Pay Date
Oct 13, 2026	$0.97028	Oct 14, 2026
Dec 30, 2025	$1.19541	Dec 31, 2025
Oct 21, 2025	$0.03891	Oct 21, 2025
Dec 30, 2024	$0.03469	Dec 30, 2024
Oct 16, 2024	$0.42589	Oct 16, 2024
Dec 28, 2023	$0.0567	Dec 28, 2023

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Oct 16, 2026

Data Sources Report a data error