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Potomac Tactical Opportunities Fund Class R Shares SDTOX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | SDTOX | Replication |
|---|---|---|
| Annualized growth | 8.7% | 0.3% |
| Annualized volatility | 9.2% | 8.6% |
| Sharpe ratio | 0.96 | 0.08 |
| Maximum drawdown | 5.7% | 3.5% |
| Replication fit (R²) | 0.69 · Tracking error 5.1% | |
Replication portfolio
The published portfolio below is the investable basket used to model SDTOX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| SPHQ | Factor · Quality | 40.6% |
| PFF | FI · Preferred | 24.1% |
| DGS | EM Small Cap | 19.5% |
| VTV | Style · Value | 12.4% |
| WTMF | Alternatives · Mgt Futures | 3.4% |