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Potomac Managed Volatility Fund Class R Shares SDMVX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | SDMVX | Replication |
|---|---|---|
| Annualized growth | 0.0% | 2.1% |
| Annualized volatility | 2.8% | 1.3% |
| Sharpe ratio | 0.01 | 1.57 |
| Maximum drawdown | 1.5% | 0.4% |
| Replication fit (R²) | 0.27 · Tracking error 2.4% | |
Replication portfolio
The published portfolio below is the investable basket used to model SDMVX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| BIL | FI · Ultra-Short | 86.2% |
| XLU | Sector · Utilities | 5.7% |
| VOX | Sector · Communication | 5.5% |
| MTUM | Factor · Momentum | 2.6% |