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Potomac Defensive Bull Fund: (MF: CRDBX)

(NASDAQ Mutual Funds) As of Jul 24, 2026 05:14 PM ET

$16.67 USD

+0.02 (0.12%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jun 30, 2026

Total Return %* Percentile Rank Objective
YTD 19.98 1
3 months 17.82 1
6 months 19.98 1
1 Year 37.40 1
3 Year 19.34 3
5 Year 15.95 1
10 Year NA NA

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Jun 30, 2026

1 Year 37.39
5 Year 15.95
10 Year NA
Since Inception 20.68

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 1.83 17.82 NA NA
2025 -6.65 17.29 6.98 7.03
2024 4.70 11.15 -2.78 5.90
2023 19.09 5.71 -10.33 5.16
2022 -21.08 4.04 3.79 7.69
2021 16.39 3.23 0.06 6.64

Annual Return

202620252024202320222021
% Total Return 19.9825.3719.8118.72-8.2228.23
% Total Return Rel to Index 6.817.15-5.20-7.529.98-0.45
% Total Return Rel to Peer 10.2610.879.905.564.7416.72
% Perf Quintile vs Peer* 1.001.001.002.001.001.00
% Dividends 0.000.210.140.200.000.00
% Yield 0.001.240.911.410.000.00
Capital Gains ($) 0.001.961.501.010.023.13
Expense Ratio 0.001.121.141.171.241.53

* 1 = Top 20%, 5 = Bottom 20%