CRTBX

Active

Potomac Tactical Rotation Fund

Category: Other (5,046 funds)

Expense Ratio
1.58%
Annual Cost per $10K
$158.00
30-Year Fee Drag per $10K
$27,404
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+11.21%

Asset Allocation

US Equity
44%
Intl Equity
8%
Cash
47%

Fee Comparison

CRTBX
1.58%
Other average
0.99%
Other cheapest
0.00%
Index benchmark
0.03%

60% more expensive than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of December 2025 · Updated quarterly

+17.28%3Y
Compare to

Fee Impact Calculator

$
%
CRTBX at 1.58%$243,591
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$137,022
Cost vs index fund−$133,834

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Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of December 2025

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